| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| Retirement Wealth Solutions LLC | 0 | $5 | 0.00% | 0 | Unchanged |
| Raffa Wealth Management, LLC | 1 | $42 | 0.00% | −17−94.4% | Reduced |
| DecisionPoint Financial, LLC | 1 | $42 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $43 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 2 | $85 | 0.00% | −299−99.3% | Reduced |
| Essential Partners LLC | 2 | $85 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 2 | $85 | 0.00% | +2 | New |
| LRI Investments, LLC | 2 | $85 | 0.00% | +2 | New |
| Silver Grove Financial Group, Inc. | 2 | $85 | 0.00% | +2 | New |
| 1015 Capital Partners, LLC | 3 | $127 | 0.00% | +3 | New |
| Quaker Wealth Management, LLC | 3 | $128 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 3 | $144 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 4 | $170 | 0.00% | +1+33.3% | Added |
| DiNuzzo Private Wealth, Inc. | 4 | $170 | 0.00% | +4 | New |
| Rialto Wealth Management, LLC | 4 | $170 | 0.00% | +4 | New |
| HFM Investment Advisors, LLC | 6 | $255 | 0.00% | +4+200.0% | Added |
| True Wealth Design, LLC | 6 | $255 | 0.00% | +6 | New |
| AdvisorNet Financial, Inc | 7 | $297 | 0.00% | −55−88.7% | Reduced |
| Hughes Financial Services, LLC | 7 | $297 | 0.00% | +3+75.0% | Added |
| Bare Financial Services, Inc | 9 | $382 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 9 | $382 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 9 | $382 | 0.00% | +5+125.0% | Added |
| Activest Wealth Management | 9 | $382 | 0.00% | +9 | New |
| Creative Capital Management Investments LLC | 10 | $424 | 0.00% | +10 | New |
| American Capital Advisory, LLC | 11 | $467 | 0.00% | +7+175.0% | Added |
| Bullseye Investment Management, LLC | 12 | $509 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 14 | $593 | 0.00% | +13+1,300.0% | Added |
| Action Point Financial Planning, LLC | 16 | $636 | 0.00% | +16 | New |
| Cornerstone Planning Group LLC | 17 | $770 | 0.00% | +2+13.3% | Added |
| Bell Investment Advisors, Inc | 20 | $848 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 24 | $1.02K | 0.00% | −39−61.9% | Reduced |
| Private Trust Co NA | 24 | $1.02K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 25 | $1.06K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 27 | $1.15K | 0.00% | +25+1,250.0% | Added |
| Principia Wealth Advisory, LLC | 30 | $1.27K | 0.00% | +10+50.0% | Added |
| JFS Wealth Advisors, LLC | 32 | $1.36K | 0.00% | +26+433.3% | Added |
| Strive Financial Group ,LLC | 33 | $1.40K | 0.00% | −2,925−98.9% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 33 | $1.40K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 34 | $1.44K | 0.00% | −5−12.8% | Reduced |
| S&T Bank | 35 | $1.48K | 0.00% | +35 | New |
| Stone House Investment Management, LLC | 37 | $1.57K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 38 | $1.61K | 0.00% | +17+81.0% | Added |
| Caitlin John, LLC | 39 | $1.65K | 0.00% | −4,136−99.1% | Reduced |
| Massmutual Trust Co FSB | 39 | $1.65K | 0.00% | −75−65.8% | Reduced |
| Toth Financial Advisory Corp | 40 | $1.70K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 55 | $2.33K | 0.00% | −255−82.3% | Reduced |
| Basepoint Wealth LLC | 58 | $2.45K | 0.00% | +1+1.8% | Added |
| CVA Family Office, LLC | 59 | $2.50K | 0.00% | +59 | New |
| Evermay Wealth Management LLC | 62 | $2.63K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 62 | $2.63K | 0.00% | +41+195.2% | Added |
| Key Capital Management, INC | 66 | $2.78K | 0.00% | +1+1.5% | Added |
| Truvestments Capital LLC | 67 | $2.83K | 0.00% | −19−22.1% | Reduced |
| LifeSteps Financial, Inc. | 67 | $2.84K | 0.00% | +67 | New |
| Cape Investment Advisory, Inc. | 72 | $3.05K | 0.00% | +72 | New |
| Morse Asset Management, Inc | 75 | $3.18K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 79 | $3.35K | 0.00% | +1+1.3% | Added |
| McCarthy Grittinger Financial Group, LLC | 80 | $3.39K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 80 | $3.39K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 80 | $3.39K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 91 | $3.86K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 95 | $4.03K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 100 | $4.24K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 100 | $4.24K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 100 | $4.24K | 0.00% | +100 | New |
| Ameritas Advisory Services, LLC | 100 | $4.24K | 0.00% | +100 | New |
| Redwood Park Advisors LLC | 100 | $4.24K | 0.00% | +100 | New |
| Aventura Private Wealth, LLC | 100 | $4.24K | 0.00% | +100 | New |
| Costello Asset Management, INC | 124 | $5.26K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 136 | $5.77K | 0.00% | +136 | New |
| Farmers & Merchants Investments Inc | 140 | $5.94K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 140 | $5.94K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 164 | $6.97K | 0.00% | −15,060−98.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 187 | $7.93K | 0.00% | +178+1,977.8% | Added |
| Avion Wealth | 200 | $8.00K | 0.00% | +200 | New |
| Harbour Investments, Inc. | 213 | $9.03K | 0.00% | +113+113.0% | Added |
| Osbon Capital Management LLC | 220 | $9.33K | 0.01% | +220 | New |
| Quent Capital, LLC | 221 | $9.37K | 0.00% | +144+187.0% | Added |
| Philadelphia Investment Partners, LLC | 224 | $9.52K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 242 | $10.3K | 0.00% | −1,657−87.3% | Reduced |
| Private Wealth Asset Management, LLC | 253 | $10.7K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 262 | $11.1K | 0.00% | −6−2.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 263 | $11.2K | 0.00% | +10+4.0% | Added |
| Neo Ivy Capital Management | 322 | $13.7K | 0.00% | −10,926−97.1% | Reduced |
| Financial Management Professionals, Inc. | 324 | $13.7K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 350 | $14.8K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 355 | $15.1K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 356 | $15.1K | 0.00% | 00.0% | Unchanged |
| Markowski Investments | 379 | $16.1K | 0.00% | +379 | New |
| Financial Gravity Companies, Inc. | 393 | $16.7K | 0.00% | +393 | New |
| International Assets Investment Management, LLC | 432 | $17.8K | 0.00% | +2+0.5% | Added |
| Creative Financial Designs Inc | 445 | $18.9K | 0.00% | +197+79.4% | Added |
| Smartleaf Asset Management LLC | 499 | $21.2K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 500 | $21.2K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 500 | $21.2K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 500 | $21.2K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 502 | $21.3K | 0.00% | −4−0.8% | Reduced |
| Bryn Mawr Trust Co | 520 | $22.0K | 0.00% | +100+23.8% | Added |
| HighMark Wealth Management LLC | 542 | $23.0K | 0.01% | +7+1.3% | Added |