| Wood Tarver Financial Group, LLC | 17 | $0 | 0.00% | +17 | New |
| WR Wealth Planners, LLC | 0 | $4 | 0.00% | 0 | Unchanged |
| Guardian Wealth Management, Inc. | 1 | $8 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 3 | $33 | 0.00% | −4,242−99.9% | Reduced |
| Evermay Wealth Management LLC | 4 | $35 | 0.00% | −20−83.3% | Reduced |
| Contravisory Investment Management, Inc. | 9 | $76 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 9 | $76 | 0.00% | +9 | New |
| Center for Financial Planning, Inc. | 14 | $119 | 0.00% | −290−95.4% | Reduced |
| Mather Group, LLC. | 14 | $119 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 14 | $119 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 16 | $135 | 0.00% | −107−87.0% | Reduced |
| Aspect Partners, LLC | 23 | $195 | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 23 | $195 | 0.00% | +23 | New |
| Anfield Capital Management, LLC | 24 | $204 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 24 | $205 | 0.00% | −10,886−99.8% | Reduced |
| SWAN Capital LLC | 25 | $212 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 27 | $230 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 31 | $264 | 0.00% | −21−40.4% | Reduced |
| Front Row Advisors LLC | 33 | $288 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 36 | $315 | 0.00% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 40 | $349 | 0.00% | +40 | New |
| Hoey Investments, Inc | 42 | $357 | 0.00% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 45 | $382 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 45 | $383 | 0.00% | −314−87.5% | Reduced |
| Signature Resources Capital Management, LLC | 47 | $399 | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 47 | $399 | 0.00% | +47 | New |
| Compass Wealth Management LLC | 47 | $400 | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 54 | $458 | 0.00% | 00.0% | Unchanged |
| Christopher J. Hasenberg, Inc | 57 | $484 | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 57 | $486 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 58 | $492 | 0.00% | +58 | New |
| Clearstead Advisors, LLC | 64 | $540 | 0.00% | +60+1,500.0% | Added |
| Van Hulzen Asset Management, LLC | 70 | $595 | 0.00% | +70 | New |
| Safe Harbor Fiduciary, LLC | 73 | $620 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 79 | $671 | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 82 | $697 | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 89 | $756 | 0.00% | +89 | New |
| Princeton Global Asset Management LLC | 90 | $764 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 94 | $798 | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 95 | $807 | 0.00% | +95 | New |
| Sound Income Strategies, LLC | 97 | $824 | 0.00% | 00.0% | Unchanged |
| Roxbury Financial LLC | 94 | $843 | 0.00% | +94 | New |
| Lee Danner & Bass Inc | 100 | $849 | 0.00% | +100 | New |
| IAG Wealth Partners, LLC | 109 | $925 | 0.00% | +7+6.9% | Added |
| GKV Capital Management Co., Inc. | 109 | $925 | 0.00% | +109 | New |
| Fedenia Advisers LLC | 110 | $934 | 0.00% | +110 | New |
| First Horizon Advisors, Inc. | 117 | $1.00K | 0.00% | −218−65.1% | Reduced |
| Smithfield Trust Co | 118 | $1.00K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 128 | $1.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 118 | $1.00K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 118 | $1.00K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 120 | $1.02K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 120 | $1.02K | 0.00% | +14+13.2% | Added |
| Sachetta, LLC | 120 | $1.03K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 123 | $1.04K | 0.00% | −3,636−96.7% | Reduced |
| Bruce G. Allen Investments, LLC | 133 | $1.13K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 135 | $1.15K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 133 | $1.17K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 138 | $1.17K | 0.00% | −12−8.0% | Reduced |
| Grove Bank & Trust | 146 | $1.24K | 0.00% | −344−70.2% | Reduced |
| Quent Capital, LLC | 148 | $1.25K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 154 | $1.31K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 165 | $1.40K | 0.00% | +165 | New |
| Westside Investment Management, Inc. | 168 | $1.43K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 172 | $1.46K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 179 | $1.52K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 180 | $1.54K | 0.00% | −46−20.4% | Reduced |
| Financial Perspectives, Inc | 184 | $1.57K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 186 | $1.58K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 187 | $1.59K | 0.00% | +187 | New |
| Bullock Wealth Management Group | 195 | $1.66K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 197 | $1.67K | 0.00% | +88+80.7% | Added |
| Salomon & Ludwin, LLC | 198 | $1.68K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 199 | $1.69K | 0.00% | −343−63.3% | Reduced |
| Richard W. Paul & Associates, LLC | 200 | $1.70K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 200 | $1.70K | 0.00% | +200 | New |
| SJS Investment Consulting Inc. | 204 | $1.73K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 208 | $1.76K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 208 | $1.77K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 211 | $1.79K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 225 | $1.91K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 238 | $2.00K | 0.00% | +238 | New |
| Millstone Evans Group, LLC | 240 | $2.04K | 0.00% | +240 | New |
| AdvisorNet Financial, Inc | 257 | $2.18K | 0.00% | −5−1.9% | Reduced |
| Pinnacle Bancorp, Inc. | 272 | $2.31K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 280 | $2.36K | 0.00% | −1,004−78.2% | Reduced |
| Raffa Wealth Management, LLC | 286 | $2.43K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 302 | $2.56K | 0.00% | +302 | New |
| Valley Forge Investment Consultants Inc Adv | 309 | $2.62K | 0.00% | −65−17.4% | Reduced |
| Duncker Streett & Co Inc | 324 | $2.75K | 0.00% | 00.0% | Unchanged |
| PEAK6 LLC | 340 | $2.89K | 0.00% | +340 | New |
| Bessemer Group Inc | 262 | $3.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 344 | $3.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 355 | $3.01K | 0.00% | +57+19.1% | Added |
| Bangor Savings Bank | 367 | $3.12K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 381 | $3.23K | 0.00% | +381 | New |
| Hilltop National Bank | 388 | $3.29K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 393 | $3.34K | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 400 | $3.40K | 0.01% | +400 | New |
| Bogart Wealth, LLC | 404 | $3.43K | 0.00% | 00.0% | Unchanged |