| Householder Group Estate & Retirement Specialist, LLC | 6 | $0 | 0.00% | −43−87.8% | Reduced |
| Lazard Asset Management LLC | 50 | $0 | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 16 | $0 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 9 | $0 | 0.00% | +9 | New |
| FSA Wealth Management LLC | 2 | $0 | 0.00% | +2 | New |
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | New |
| Silicon Valley Capital Partners | 1 | $14 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1 | $20 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $38 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 3 | $47 | 0.00% | −101−97.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $56 | 0.00% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 3 | $56 | 0.00% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 3 | $62 | 0.00% | +3 | New |
| BOK Financial Private Wealth, Inc. | 6 | $113 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 9 | $169 | 0.00% | −123−93.2% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 9 | $169 | 0.00% | +9 | New |
| Highline Wealth Partners LLC | 11 | $207 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 11 | $207 | 0.00% | +11 | New |
| Main Street Group, LTD | 12 | $225 | 0.00% | +12 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 15 | $282 | 0.00% | −5,400−99.7% | Reduced |
| Livelsberger Financial Advisory | 19 | $353 | 0.00% | +19 | New |
| Trust Co of Vermont | 20 | $376 | 0.00% | −691−97.2% | Reduced |
| Prestige Wealth Management Group LLC | 20 | $376 | 0.00% | −111−84.7% | Reduced |
| Ruedi Wealth Management, Inc. | 20 | $376 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 22 | $421 | 0.00% | −2,388−99.1% | Reduced |
| St Germain D J Co Inc | 23 | $432 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 23 | $433 | 0.00% | +23 | New |
| Dunhill Financial, LLC | 23 | $434 | 0.00% | +23 | New |
| Raleigh Capital Management Inc. | 25 | $470 | 0.00% | +25 | New |
| Jamison Private Wealth Management, Inc. | 27 | $499 | 0.00% | +1+3.8% | Added |
| Godsey & Gibb Associates | 30 | $564 | 0.00% | −487,848−100.0% | Reduced |
| PSI Advisors, LLC | 30 | $564 | 0.00% | 00.0% | Unchanged |
| City Holding Co | 35 | $657 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 37 | $696 | 0.00% | −25−40.3% | Reduced |
| Abound Wealth Management | 39 | $734 | 0.00% | −8−17.0% | Reduced |
| Sunbelt Securities, Inc. | 42 | $790 | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 43 | $808 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 46 | $865 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 50 | $940 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 50 | $952 | 0.00% | +50 | New |
| Spire Wealth Management | 62 | $978 | 0.00% | +62 | New |
| Planning Capital Management Corp | 53 | $997 | 0.00% | +53 | New |
| GW&K Investment Management, LLC | 59 | $1.00K | 0.00% | −328−84.8% | Reduced |
| Long Island Wealth Management, Inc. | 50 | $1.00K | 0.00% | +50 | New |
| Private Wealth Management Group, LLC | 58 | $1.09K | 0.00% | +58 | New |
| Blue Bell Private Wealth Management, LLC | 65 | $1.22K | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 67 | $1.26K | 0.00% | +67 | New |
| Aspire Private Capital, LLC | 67 | $1.26K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 68 | $1.28K | 0.00% | +68 | New |
| Castleview Partners, LLC | 73 | $1.37K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 75 | $1.41K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 75 | $1.41K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 82 | $1.54K | 0.00% | +82 | New |
| Bruce G. Allen Investments, LLC | 93 | $1.75K | 0.00% | +93 | New |
| Retirement Group, LLC | 94 | $1.77K | 0.00% | +5+5.6% | Added |
| Manchester Capital Management LLC | 95 | $1.79K | 0.00% | +95 | New |
| Provence Wealth Management Group | 96 | $1.80K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 98 | $1.84K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 100 | $1.88K | 0.00% | +1+1.0% | Added |
| North Star Investment Management Corp. | 102 | $1.91K | 0.00% | −1,218−92.3% | Reduced |
| Pin Oak Investment Advisors Inc | 84 | $2.00K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 113 | $2.00K | 0.00% | +1+0.9% | Added |
| Baystate Wealth Management LLC | 108 | $2.04K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 111 | $2.08K | 0.00% | −9−7.5% | Reduced |
| Piscataqua Savings Bank | 118 | $2.22K | 0.00% | −4,280−97.3% | Reduced |
| Pacific Center for Financial Services | 120 | $2.26K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 120 | $2.26K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 124 | $2.33K | 0.00% | −322−72.2% | Reduced |
| Focused Wealth Management, Inc | 124 | $2.34K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 138 | $2.60K | 0.00% | +125+961.5% | Added |
| Impact Partnership Wealth, LLC | 145 | $2.73K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 149 | $2.80K | 0.00% | +1+0.7% | Added |
| Brown, Lisle/Cummings, Inc. | 150 | $2.82K | 0.00% | +150 | New |
| ICA Group Wealth Management, LLC | 159 | $2.99K | 0.00% | +159 | New |
| Loomis Sayles & Co L P | 152 | $3.00K | 0.00% | +152 | New |
| Sugarloaf Wealth Management, LLC | 160 | $3.00K | 0.00% | +1+0.6% | Added |
| Rockbridge Investment Management, LCC | 165 | $3.10K | 0.00% | +165 | New |
| Kozak & Associates, Inc. | 206 | $3.19K | 0.00% | +1+0.5% | Added |
| Caitlin John, LLC | 178 | $3.35K | 0.00% | +178 | New |
| Beacon Capital Management, LLC | 200 | $3.53K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 192 | $3.61K | 0.00% | −131−40.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 200 | $3.76K | 0.00% | −3,409−94.5% | Reduced |
| Carmichael Hill & Associates, Inc. | 200 | $3.76K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 200 | $3.76K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 200 | $3.76K | 0.00% | +200 | New |
| Sachetta, LLC | 201 | $3.78K | 0.00% | +201 | New |
| Hantz Financial Services, Inc. | 224 | $4.00K | 0.00% | −18−7.4% | Reduced |
| Venturi Wealth Management, LLC | 217 | $4.08K | 0.00% | +217 | New |
| SOA Wealth Advisors, LLC. | 226 | $4.25K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 230 | $4.32K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 242 | $4.56K | 0.00% | −193−44.4% | Reduced |
| Atticus Wealth Management, LLC | 245 | $4.61K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 250 | $5.00K | 0.00% | +150+150.0% | Added |
| Kelly Financial Services LLC | 275 | $5.16K | 0.00% | +1+0.4% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 280 | $5.26K | 0.00% | +280 | New |
| FinTrust Capital Advisors, LLC | 290 | $5.45K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 300 | $5.64K | 0.00% | −600−66.7% | Reduced |
| Tortoise Investment Management, LLC | 300 | $5.64K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 300 | $5.64K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 323 | $6.07K | 0.00% | +323 | New |