| Huntington National Bank | 1 | $65 | 0.00% | −5,773−100.0% | Reduced |
| Toth Financial Advisory Corp | 1 | $66 | 0.00% | +1 | New |
| Kohmann Bosshard Financial Services, LLC | 1 | $66 | 0.00% | +1 | New |
| CWM Advisors, LLC | 2 | $111 | 0.00% | +2 | New |
| Godfrey Financial Associates, Inc. | 5 | $327 | 0.00% | +5 | New |
| Strategic Wealth Partners, Ltd. | 13 | $850 | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 14 | $916 | 0.00% | +14 | New |
| Abound Wealth Management | 18 | $1.18K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 18 | $1.18K | 0.00% | +18 | New |
| Brown, Lisle/Cummings, Inc. | 20 | $1.30K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 21 | $1.37K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 23 | $1.50K | 0.00% | +23 | New |
| Minot DeBlois Advisors LLC | 25 | $1.64K | 0.00% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 27 | $1.77K | 0.00% | +27 | New |
| Archer Investment Corp | 30 | $1.96K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 30 | $1.96K | 0.00% | +5+20.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| Motiv8 Investments LLC | 37 | $2.00K | 0.00% | +37 | New |
| Cedar Mountain Advisors, LLC | 32 | $2.09K | 0.00% | −1−3.0% | Reduced |
| Granite FO LLC | 39 | $2.55K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 39 | $2.55K | 0.00% | −703−94.7% | Reduced |
| Elevated Capital Advisors, LLC | 40 | $2.62K | 0.00% | +40 | New |
| Quaker Wealth Management, LLC | 41 | $2.68K | 0.00% | +41 | New |
| Morse Asset Management, Inc | 43 | $2.81K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 44 | $2.88K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 45 | $2.94K | 0.00% | −47−51.1% | Reduced |
| Valued Wealth Advisors LLC | 45 | $2.94K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 46 | $3.01K | 0.00% | +46 | New |
| Reyes Financial Architecture, Inc. | 46 | $3.01K | 0.00% | +46 | New |
| Merited Wealth, LLC | 46 | $3.01K | 0.00% | +46 | New |
| Caitlin John, LLC | 49 | $3.21K | 0.00% | +49 | New |
| Darwin Advisors, LLC | 49 | $3.21K | 0.00% | +1+2.1% | Added |
| Nalls Sherbakoff Group, LLC | 50 | $3.27K | 0.00% | 00.0% | Unchanged |
| Garner Asset Management Corp | 50 | $3.27K | 0.00% | +50 | New |
| Bogart Wealth, LLC | 52 | $3.40K | 0.00% | −193−78.8% | Reduced |
| DV Equities, LLC | 57 | $3.72K | 0.00% | +57 | New |
| SWAN Capital LLC | 59 | $3.86K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 60 | $3.92K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 63 | $4.12K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 64 | $4.19K | 0.00% | +64 | New |
| Wealth Watch Advisors, INC | 65 | $4.25K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 66 | $4.32K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 69 | $4.51K | 0.00% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 72 | $4.71K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 72 | $4.71K | 0.00% | +72 | New |
| Rossby Financial, LCC | 73 | $4.78K | 0.00% | +21+40.4% | Added |
| Signature Equity Partners, LLC | 75 | $4.91K | 0.00% | +75 | New |
| Byrne Asset Management LLC | 76 | $4.97K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 76 | $4.97K | 0.00% | +75+7,500.0% | Added |
| Hazlett, Burt & Watson, Inc. | 75 | $5.00K | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 78 | $5.10K | 0.00% | +78 | New |
| Legacy Wealth Managment, LLC | 79 | $5.17K | 0.00% | +79 | New |
| Proathlete Wealth Management LLC | 87 | $5.69K | 0.00% | +87 | New |
| Redmont Wealth Advisors LLC | 90 | $5.89K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 94 | $6.00K | 0.00% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 94 | $6.15K | 0.00% | +94 | New |
| Joseph Group Capital Management | 94 | $6.15K | 0.00% | +94 | New |
| Cape Investment Advisory, Inc. | 97 | $6.35K | 0.00% | +97 | New |
| Strategic Investment Solutions, Inc. | 100 | $6.54K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 100 | $6.54K | 0.00% | +100 | New |
| New England Capital Financial Advisors LLC | 101 | $6.61K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 102 | $6.67K | 0.00% | +15+17.2% | Added |
| Wealth Preservation Advisors, LLC | 104 | $6.80K | 0.00% | +104 | New |
| Quest 10 Wealth Builders, Inc. | 106 | $6.93K | 0.01% | −12−10.2% | Reduced |
| WPG Advisers, LLC | 106 | $6.93K | 0.01% | 00.0% | Unchanged |
| Financial Consulate, Inc | 107 | $7.00K | 0.00% | +35+48.6% | Added |
| Hager Investment Management Services, LLC | 109 | $7.13K | 0.00% | +109 | New |
| Fairman Group, LLC | 110 | $7.20K | 0.01% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 110 | $7.20K | 0.00% | +11+11.1% | Added |
| Caldwell Sutter Capital, Inc. | 111 | $7.26K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 111 | $7.26K | 0.00% | +75+208.3% | Added |
| Trust Co of Toledo NA | 114 | $7.46K | 0.00% | −274−70.6% | Reduced |
| RMG Wealth Management LLC | 112 | $7.52K | 0.00% | +112 | New |
| Boreal Capital Management LLC | 118 | $7.82K | 0.01% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 130 | $8.48K | 0.00% | +130 | New |
| Financial Perspectives, Inc | 132 | $8.63K | 0.00% | 00.0% | Unchanged |
| CDKV Holdings LLC | 133 | $8.70K | 0.01% | +133 | New |
| Kentucky Trust Co | 150 | $9.79K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 150 | $9.81K | 0.00% | +75+100.0% | Added |
| Cranbrook Wealth Management, LLC | 151 | $9.88K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 154 | $10.1K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 158 | $10.3K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 147 | $10.5K | 0.00% | +130+764.7% | Added |
| MUFG Securities EMEA plc | 162 | $10.6K | 0.00% | +162 | New |
| North Star Investment Management Corp. | 167 | $10.9K | 0.00% | +67+67.0% | Added |
| Bare Financial Services, Inc | 168 | $11.0K | 0.00% | −22−11.6% | Reduced |
| TFC Financial Management | 185 | $12.1K | 0.00% | +185 | New |
| Maseco LLP | 191 | $12.5K | 0.00% | +191 | New |
| Harvest Fund Management Co., Ltd | 204 | $13.0K | 0.00% | +204 | New |
| Duncker Streett & Co Inc | 200 | $13.1K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 200 | $13.1K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 200 | $13.1K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 200 | $13.1K | 0.01% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 200 | $13.1K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 200 | $13.1K | 0.00% | 00.0% | Unchanged |
| Pingora Partners LLC | 209 | $13.7K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 222 | $14.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 218 | $14.3K | 0.00% | +2+0.9% | Added |
| Union Savings Bank | 223 | $14.6K | 0.01% | +223 | New |
| True Wealth Design, LLC | 223 | $14.6K | 0.00% | −44−16.5% | Reduced |