| Hemington Wealth Management | 52 | $0 | 0.00% | +52 | New |
| Retirement Wealth Solutions LLC | 1 | $12 | 0.00% | +1 | New |
| Rise Advisors, LLC | 1 | $14 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 2 | $23 | 0.00% | +2 | New |
| Clearstead Advisors, LLC | 4 | $44 | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 6 | $70 | 0.00% | +6 | New |
| HighMark Wealth Management LLC | 14 | $162 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 14 | $162 | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 14 | $163 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 16 | $186 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 18 | $209 | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 23 | $267 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 23 | $267 | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 24 | $278 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 25 | $290 | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 26 | $302 | 0.00% | +26 | New |
| Boreal Capital Management LLC | 31 | $360 | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 32 | $372 | 0.00% | +32 | New |
| Front Row Advisors LLC | 33 | $383 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 33 | $383 | 0.00% | +33 | New |
| FWL Investment Management, LLC | 33 | $383 | 0.00% | +33 | New |
| Salem Investment Counselors Inc | 36 | $418 | 0.00% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 1,095 | $464 | 0.00% | +1,055+2,637.5% | Added |
| Root Financial Partners, LLC | 41 | $479 | 0.00% | +41 | New |
| Hoey Investments, Inc | 42 | $488 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 45 | $522 | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 47 | $545 | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 47 | $545 | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 54 | $626 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 59 | $684 | 0.00% | +59 | New |
| Burkett Financial Services, LLC | 60 | $698 | 0.00% | +1+1.7% | Added |
| Glen Eagle Advisors, LLC | 61 | $708 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 62 | $719 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 70 | $812 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 79 | $917 | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 82 | $952 | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 118 | $1.00K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 128 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 99 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 88 | $1.02K | 0.00% | +76+633.3% | Added |
| Princeton Global Asset Management LLC | 90 | $1.04K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 92 | $1.07K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 94 | $1.09K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 95 | $1.10K | 0.00% | +95 | New |
| IAG Wealth Partners, LLC | 109 | $1.26K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 113 | $1.31K | 0.00% | +48+73.8% | Added |
| Oakworth Capital, Inc. | 118 | $1.37K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 118 | $1.37K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 120 | $1.39K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 121 | $1.40K | 0.00% | +76+168.9% | Added |
| Evolution Wealth Management Inc. | 126 | $1.46K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 127 | $1.47K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 133 | $1.54K | 0.00% | −707−84.2% | Reduced |
| Johnson Financial Group, Inc. | 133 | $1.54K | 0.00% | −238−64.2% | Reduced |
| Westfuller Advisors, LLC | 133 | $1.54K | 0.00% | +133 | New |
| Measured Wealth Private Client Group, LLC | 150 | $1.74K | 0.00% | +150 | New |
| Provenance Wealth Advisors, LLC | 154 | $1.79K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 162 | $1.88K | 0.00% | +162 | New |
| Westside Investment Management, Inc. | 168 | $1.96K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 170 | $1.98K | 0.00% | +4+2.4% | Added |
| GPS Wealth Strategies Group, LLC | 172 | $2.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 175 | $2.00K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 238 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 176 | $2.04K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 179 | $2.07K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 187 | $2.17K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 192 | $2.22K | 0.00% | +4+2.1% | Added |
| Bullock Wealth Management Group | 195 | $2.25K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 200 | $2.32K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 201 | $2.33K | 0.00% | +201 | New |
| Roxbury Financial LLC | 206 | $2.39K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 208 | $2.41K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 233 | $2.70K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 234 | $2.71K | 0.00% | +146+165.9% | Added |
| Trust Co of Toledo NA | 238 | $2.76K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 240 | $2.78K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 10 | $2.90K | 0.00% | −334−97.1% | Reduced |
| Gables Capital Management Inc. | 250 | $2.90K | 0.00% | +250 | New |
| CX Institutional | 283 | $3.00K | 0.00% | +283 | New |
| TD Private Client Wealth LLC | 267 | $3.10K | 0.00% | −36−11.9% | Reduced |
| Proffitt & Goodson Inc | 269 | $3.12K | 0.00% | +269 | New |
| Cherry Tree Wealth Management, LLC | 270 | $3.13K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 272 | $3.15K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 276 | $3.20K | 0.00% | −2−0.7% | Reduced |
| Raffa Wealth Management, LLC | 286 | $3.32K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 286 | $3.32K | 0.00% | +286 | New |
| Private Trust Co NA | 293 | $3.40K | 0.00% | −36−10.9% | Reduced |
| Cape Investment Advisory, Inc. | 302 | $3.50K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 324 | $3.76K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 347 | $4.03K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 365 | $4.23K | 0.00% | +340+1,360.0% | Added |
| Cranbrook Wealth Management, LLC | 374 | $4.34K | 0.00% | +374 | New |
| Citizens National Bank Trust Department | 381 | $4.42K | 0.00% | −518−57.6% | Reduced |
| Harbor Investment Advisory, LLC | 381 | $4.42K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 388 | $4.50K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 389 | $4.51K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 393 | $4.56K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 396 | $4.59K | 0.00% | −104−20.8% | Reduced |
| Atlantic Union Bankshares Corp | 403 | $4.67K | 0.00% | +109+37.1% | Added |
| Bogart Wealth, LLC | 404 | $4.69K | 0.00% | 00.0% | Unchanged |