| Capital Advisors, Ltd. LLC | 8 | $0 | 0.00% | +8 | New |
| Rise Advisors, LLC | 1 | $13 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 4 | $39 | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 12 | $130 | 0.00% | −634−98.1% | Reduced |
| Sunbelt Securities, Inc. | 16 | $136 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 14 | $149 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 14 | $149 | 0.00% | +14 | New |
| Center for Financial Planning, Inc. | 14 | $150 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 18 | $192 | 0.00% | +18 | New |
| Koesten, Hirschmann & Crabtree, INC. | 21 | $225 | 0.00% | +21 | New |
| Mount Yale Investment Advisors, LLC | 22 | $235 | 0.00% | +22 | New |
| ESL Trust Services, LLC | 23 | $245 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 23 | $245 | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 24 | $256 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 25 | $267 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 25 | $267 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 27 | $288 | 0.00% | +27 | New |
| Boreal Capital Management LLC | 31 | $338 | 0.00% | +31 | New |
| Front Row Advisors LLC | 33 | $360 | 0.00% | 00.0% | Unchanged |
| S&T Bank | 35 | $373 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 36 | $393 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 39 | $416 | 0.00% | +39 | New |
| Accredited Wealth Management, LLC | 40 | $437 | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 42 | $448 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 45 | $480 | 0.00% | −500−91.7% | Reduced |
| Principia Wealth Advisory, LLC | 45 | $480 | 0.00% | +45 | New |
| Signature Resources Capital Management, LLC | 47 | $501 | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 47 | $501 | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 54 | $506 | 0.00% | +54 | New |
| Darwin Advisors, LLC | 54 | $575 | 0.00% | +54 | New |
| Burkett Financial Services, LLC | 59 | $626 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 61 | $650 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 62 | $661 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 65 | $693 | 0.00% | −137−67.8% | Reduced |
| Valley Forge Investment Consultants Inc Adv | 67 | $714 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 70 | $747 | 0.00% | +70 | New |
| Safe Harbor Fiduciary, LLC | 73 | $778 | 0.00% | −450−86.0% | Reduced |
| Bare Financial Services, Inc | 75 | $800 | 0.00% | +75 | New |
| MCF Advisors LLC | 79 | $843 | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 82 | $875 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 88 | $938 | 0.00% | −2,778−96.9% | Reduced |
| Bellwether Advisors, LLC | 89 | $949 | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 90 | $959 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 92 | $981 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 99 | $1.00K | 0.00% | −389−79.7% | 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 |
| Archer Investment Corp | 94 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 97 | $1.03K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 106 | $1.13K | 0.00% | +106 | New |
| IAG Wealth Partners, LLC | 109 | $1.16K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 116 | $1.24K | 0.00% | −772−86.9% | Reduced |
| Oakworth Capital, Inc. | 118 | $1.26K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 118 | $1.26K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 120 | $1.28K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 120 | $1.29K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 126 | $1.34K | 0.00% | +126 | New |
| Strategic Wealth Partners, Ltd. | 127 | $1.35K | 0.00% | +127 | New |
| Capital A Wealth Management, LLC | 181 | $1.57K | 0.02% | −46−20.3% | Reduced |
| Provenance Wealth Advisors, LLC | 154 | $1.64K | 0.00% | −24,690−99.4% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 154 | $1.64K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 164 | $1.75K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 166 | $1.78K | 0.00% | −329−66.5% | Reduced |
| Westside Investment Management, Inc. | 168 | $1.80K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 172 | $1.83K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 176 | $1.88K | 0.00% | +176 | New |
| Tortoise Investment Management, LLC | 179 | $1.91K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 187 | $1.99K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 175 | $2.00K | 0.00% | −169−49.1% | Reduced |
| Navigoe, LLC | 238 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 188 | $2.01K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 195 | $2.13K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 200 | $2.18K | 0.00% | 00.0% | Unchanged |
| Roxbury Financial LLC | 206 | $2.20K | 0.00% | +110+114.6% | Added |
| TCTC Holdings, LLC | 208 | $2.22K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 209 | $2.23K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 213 | $2.27K | 0.00% | −392−64.8% | Reduced |
| Salomon & Ludwin, LLC | 214 | $2.28K | 0.00% | +16+8.1% | Added |
| Main Street Group, LTD | 233 | $2.48K | 0.00% | −296−56.0% | Reduced |
| Trust Co of Toledo NA | 238 | $2.54K | 0.00% | +238 | New |
| Millstone Evans Group, LLC | 240 | $2.56K | 0.00% | 00.0% | Unchanged |
| Motco | 248 | $2.68K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 270 | $2.88K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 272 | $2.90K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 274 | $2.92K | 0.00% | +165+151.4% | Added |
| Bruce G. Allen Investments, LLC | 278 | $2.96K | 0.00% | +62+28.7% | Added |
| Traub Capital Management LLC | 284 | $3.03K | 0.00% | +284 | New |
| Raffa Wealth Management, LLC | 286 | $3.05K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 294 | $3.13K | 0.00% | +294 | New |
| Cape Investment Advisory, Inc. | 302 | $3.22K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 303 | $3.23K | 0.00% | +169+126.1% | Added |
| Duncker Streett & Co Inc | 324 | $3.45K | 0.00% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 325 | $3.46K | 0.00% | −3,075−90.4% | Reduced |
| Private Trust Co NA | 329 | $3.51K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 333 | $3.55K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 347 | $3.70K | 0.00% | −140−28.7% | Reduced |
| Leonteq Securities AG | 354 | $3.77K | 0.00% | +354 | New |
| Cornerstone Planning Group LLC | 344 | $3.82K | 0.00% | +72+26.5% | Added |
| Bangor Savings Bank | 367 | $3.91K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 371 | $4.05K | 0.00% | 00.0% | Unchanged |