| Toth Financial Advisory Corp | 1 | $91 | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 2 | $155 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 3 | $273 | 0.00% | +3 | New |
| Essential Partners LLC | 5 | $455 | 0.00% | −298−98.3% | Reduced |
| Godfrey Financial Associates, Inc. | 5 | $455 | 0.00% | 00.0% | Unchanged |
| Walsh & Associates, LLC | 5 | $455 | 0.00% | +5 | New |
| PMV Capital Advisers, LLC | 6 | $546 | 0.00% | +6 | New |
| Nvest Wealth Strategies, Inc. | 6 | $546 | 0.00% | +6 | New |
| Kilter Group LLC | 9 | $819 | 0.00% | −9−50.0% | Reduced |
| Abound Wealth Management | 10 | $910 | 0.00% | −8−44.4% | Reduced |
| Strategic Wealth Partners, Ltd. | 13 | $1.18K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 14 | $1.26K | 0.00% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 15 | $1.40K | 0.00% | +15 | New |
| Dogwood Wealth Management LLC | 17 | $1.55K | 0.00% | +17 | New |
| Richardson Financial Services Inc. | 19 | $1.73K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 21 | $1.91K | 0.00% | −38−64.4% | Reduced |
| Armstrong Advisory Group, Inc | 21 | $1.91K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 24 | $2.18K | 0.00% | −22−47.8% | Reduced |
| First Command Advisory Services, Inc. | 25 | $2.33K | 0.00% | +25 | New |
| Lloyd Advisory Services, LLC. | 27 | $2.46K | 0.00% | −3,743−99.3% | Reduced |
| Kingdom Financial Group LLC. | 27 | $2.46K | 0.00% | 00.0% | Unchanged |
| Longview Financial Advisors, Inc. | 27 | $2.48K | 0.00% | +27 | New |
| Wealth Science Advisors LLC | 39 | $2.55K | 0.00% | +39 | New |
| MBM Wealth Consultants, LLC | 29 | $2.64K | 0.00% | +29 | New |
| Silver Grove Financial Group, Inc. | 29 | $2.64K | 0.00% | +29 | New |
| Archer Investment Corp | 30 | $2.73K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 30 | $2.73K | 0.00% | +30 | New |
| IMA Wealth, Inc. | 30 | $2.76K | 0.00% | +30 | New |
| MidFirst Bank | 32 | $2.91K | 0.00% | −68−68.0% | Reduced |
| Purpose Unlimited Inc. | 33 | $3.00K | 0.00% | −61−64.9% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 36 | $3.00K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 33 | $3.00K | 0.00% | −78−70.3% | Reduced |
| Crewe Advisors LLC | 39 | $3.55K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 39 | $3.63K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 40 | $3.64K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 45 | $4.14K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 49 | $4.52K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 50 | $4.55K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 57 | $5.19K | 0.00% | +13+29.5% | Added |
| City Holding Co | 60 | $5.46K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 62 | $5.64K | 0.00% | +62 | New |
| Brown, Lisle/Cummings, Inc. | 63 | $5.72K | 0.00% | +43+215.0% | Added |
| Halbert Hargrove Global Advisors, LLC | 63 | $5.73K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 63 | $5.73K | 0.00% | +63 | New |
| Delta Asset Management LLC | 66 | $6.00K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 69 | $6.28K | 0.00% | 00.0% | Unchanged |
| Benson Wealth Management INC | 69 | $6.28K | 0.01% | +69 | New |
| Harbor Asset Planning, Inc. | 72 | $6.55K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 76 | $6.91K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 76 | $6.91K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 75 | $7.00K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 79 | $7.19K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 86 | $7.82K | 0.00% | +86 | New |
| Proathlete Wealth Management LLC | 87 | $7.92K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 87 | $7.92K | 0.00% | +35+67.3% | Added |
| Coston, McIsaac & Partners | 94 | $8.00K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 90 | $8.08K | 0.00% | +17+23.3% | Added |
| Joseph Group Capital Management | 94 | $8.55K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 94 | $8.55K | 0.00% | +49+108.9% | Added |
| American Capital Advisory, LLC | 95 | $8.64K | 0.00% | +65+216.7% | Added |
| Nemes Rush Group LLC | 98 | $8.92K | 0.00% | +34+53.1% | Added |
| Strategic Investment Solutions, Inc. | 100 | $9.10K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 101 | $9.19K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 102 | $9.28K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 103 | $9.37K | 0.00% | −211−67.2% | Reduced |
| Quest 10 Wealth Builders, Inc. | 104 | $9.46K | 0.01% | −2−1.9% | Reduced |
| Hara Capital LLC | 105 | $9.66K | 0.00% | +105 | New |
| Hager Investment Management Services, LLC | 109 | $9.92K | 0.01% | 00.0% | Unchanged |
| Fairman Group, LLC | 110 | $10.0K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 111 | $10.1K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 112 | $10.2K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 114 | $10.4K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 118 | $11.1K | 0.01% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 123 | $11.2K | 0.01% | +123 | New |
| Hilton Head Capital Partners, LLC | 130 | $11.8K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 130 | $11.8K | 0.01% | +24+22.6% | Added |
| Financial Perspectives, Inc | 132 | $12.0K | 0.00% | 00.0% | Unchanged |
| CDKV Holdings LLC | 133 | $12.1K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 131 | $12.2K | 0.00% | +131 | New |
| St Germain D J Co Inc | 135 | $12.3K | 0.00% | +135 | New |
| Highline Wealth Partners LLC | 135 | $12.3K | 0.00% | +135 | New |
| MCF Advisors LLC | 140 | $12.9K | 0.00% | +140 | New |
| Principia Wealth Advisory, LLC | 144 | $13.1K | 0.01% | +34+30.9% | Added |
| Atlantic Edge Private Wealth Management, LLC | 150 | $13.6K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 151 | $13.7K | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 150 | $14.0K | 0.01% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 154 | $14.0K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 160 | $14.6K | 0.01% | +160 | New |
| YANKCOM Partnership | 158 | $14.7K | 0.01% | −232−59.5% | Reduced |
| True Link Financial Advisors, LLC | 162 | $14.7K | 0.00% | +162 | New |
| MUFG Securities EMEA plc | 162 | $15.1K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 168 | $15.3K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 165 | $15.4K | 0.00% | +18+12.2% | Added |
| North Star Investment Management Corp. | 173 | $15.7K | 0.00% | +6+3.6% | Added |
| True Wealth Design, LLC | 176 | $16.0K | 0.00% | −47−21.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 180 | $16.4K | 0.00% | −300−62.5% | Reduced |
| JPL Wealth Management, LLC | 182 | $16.6K | 0.00% | +182 | New |
| Duncker Streett & Co Inc | 200 | $18.2K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 200 | $18.2K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 200 | $18.2K | 0.00% | 00.0% | Unchanged |