| Householder Group Estate & Retirement Specialist, LLC | 22 | $0 | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 1 | $22 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 3 | $63 | 0.00% | −27−90.0% | Reduced |
| VisionPoint Advisory Group, LLC | 4 | $84 | 0.00% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 8 | $169 | 0.00% | +8 | New |
| Cornerstone Planning Group LLC | 9 | $190 | 0.00% | −35−79.5% | Reduced |
| POM Investment Strategies, LLC | 9 | $190 | 0.00% | +9 | New |
| Scarborough Advisors, LLC | 10 | $211 | 0.00% | +10 | New |
| Western Pacific Wealth Management, LP | 16 | $337 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 27 | $570 | 0.00% | +27 | New |
| Sofos Investments, Inc. | 27 | $579 | 0.00% | −127−82.5% | Reduced |
| Baillie Gifford & Co | 33 | $696 | 0.00% | +33 | New |
| Signature Resources Capital Management, LLC | 36 | $759 | 0.00% | +36 | New |
| Vima LLC | 36 | $759 | 0.00% | +36 | New |
| Prestige Wealth Management Group LLC | 36 | $760 | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 36 | $760 | 0.00% | +36 | New |
| Ancora Advisors, LLC | 39 | $823 | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 41 | $865 | 0.00% | +41 | New |
| Abound Wealth Management | 44 | $928 | 0.00% | +8+22.2% | Added |
| Coston, McIsaac & Partners | 84 | $1.00K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 50 | $1.05K | 0.00% | +50 | New |
| Community Bank, N.A. | 54 | $1.14K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 63 | $1.33K | 0.00% | +3+5.0% | Added |
| Clearstead Advisors, LLC | 70 | $1.48K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 71 | $1.50K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 72 | $1.52K | 0.00% | −36−33.3% | Reduced |
| Concord Wealth Partners | 72 | $1.52K | 0.00% | −6−7.7% | Reduced |
| Raffa Wealth Management, LLC | 72 | $1.52K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 73 | $1.57K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 75 | $1.58K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 83 | $1.75K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 76 | $1.77K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 84 | $1.77K | 0.00% | 00.0% | Unchanged |
| Trust Co | 89 | $1.88K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 90 | $1.89K | 0.00% | +3+3.4% | Added |
| Nemes Rush Group LLC | 93 | $1.96K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 110 | $2.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 99 | $2.00K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 90 | $2.00K | 0.00% | +90 | New |
| IFP Advisors, Inc | 99 | $2.09K | 0.00% | −60−37.7% | Reduced |
| First Horizon Advisors, Inc. | 100 | $2.11K | 0.00% | −219−68.7% | Reduced |
| Bogart Wealth, LLC | 100 | $2.11K | 0.00% | −162−61.8% | Reduced |
| Salem Investment Counselors Inc | 101 | $2.13K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 108 | $2.28K | 0.00% | +108 | New |
| Pinnacle Bancorp, Inc. | 108 | $2.28K | 0.00% | −251−69.9% | Reduced |
| Creative Financial Designs Inc | 108 | $2.29K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 110 | $2.32K | 0.00% | −50−31.3% | Reduced |
| First Manhattan Co | 111 | $2.34K | 0.00% | +111 | New |
| Jones Financial Companies LLLP | 117 | $2.47K | 0.00% | −45−27.8% | Reduced |
| Brown Brothers Harriman & Co | 125 | $2.64K | 0.00% | +104+495.2% | Added |
| Boyd Watterson Asset Management LLC | 130 | $2.74K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 131 | $2.76K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 142 | $3.00K | 0.00% | +118+491.7% | Added |
| Colonial Trust Advisors | 144 | $3.04K | 0.00% | −141−49.5% | Reduced |
| SOA Wealth Advisors, LLC. | 144 | $3.04K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 151 | $3.19K | 0.00% | +151 | New |
| CVA Family Office, LLC | 152 | $3.21K | 0.00% | +152 | New |
| Bangor Savings Bank | 176 | $3.71K | 0.00% | 00.0% | Unchanged |
| LM Advisors LLC | 180 | $3.80K | 0.00% | +180 | New |
| Lee Financial Co | 180 | $3.80K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 180 | $3.80K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 187 | $3.94K | 0.00% | +187 | New |
| Smithfield Trust Co | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 211 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bray Capital Advisors | 192 | $4.05K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 197 | $4.16K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 200 | $4.22K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 217 | $4.58K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 252 | $5.00K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 238 | $5.02K | 0.00% | +22+10.2% | Added |
| Tyler-Stone Wealth Management | 245 | $5.17K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 247 | $5.21K | 0.00% | +96+63.6% | Added |
| Harbour Investments, Inc. | 248 | $5.23K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 249 | $5.25K | 0.00% | +64+34.6% | Added |
| Optimum Investment Advisors | 270 | $5.69K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 277 | $5.84K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 291 | $6.15K | 0.00% | +9+3.2% | Added |
| RFP Financial Group LLC | 302 | $6.37K | 0.00% | +225+292.2% | Added |
| Bell Investment Advisors, Inc | 305 | $6.43K | 0.00% | +105+52.5% | Added |
| Hollencrest Capital Management | 325 | $6.85K | 0.00% | −3−0.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 328 | $6.92K | 0.00% | +208+173.3% | Added |
| Addison Advisors LLC | 329 | $6.94K | 0.00% | +252+327.3% | Added |
| Atlas Capital Advisors LLC | 330 | $6.96K | 0.00% | −3,699−91.8% | Reduced |
| Global Retirement Partners, LLC | 356 | $7.26K | 0.00% | −108−23.3% | Reduced |
| Toronto Dominion Bank | 349 | $7.36K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 355 | $7.50K | 0.00% | +5+1.4% | Added |
| Quintet Private Bank (Europe) S.A. | 361 | $7.61K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 363 | $7.66K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 376 | $7.93K | 0.00% | +150+66.4% | Added |
| Newbridge Financial Services Group, Inc. | 380 | $8.01K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 381 | $8.04K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 410 | $8.65K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 431 | $9.09K | 0.00% | −50−10.4% | Reduced |
| Farther Finance Advisors, LLC | 521 | $11.0K | 0.00% | +133+34.3% | Added |
| Granite FO LLC | 542 | $11.4K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 549 | $12.0K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 572 | $12.1K | 0.00% | 00.0% | Unchanged |