| Centerpoint Advisors, LLC | 4 | $0 | 0.00% | −143−97.3% | Reduced |
| Dogwood Wealth Management LLC | 0 | $8 | 0.00% | 0 | New |
| Silicon Valley Capital Partners | 1 | $26 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 1 | $37 | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 9 | $303 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 11 | $383 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 12 | $401 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 12 | $418 | 0.00% | −133−91.7% | Reduced |
| ClariVest Asset Management LLC | 13 | $454 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 22 | $767 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 23 | $801 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 25 | $871 | 0.00% | +25 | New |
| Northwest Capital Management Inc | 25 | $871 | 0.00% | +25 | New |
| Ables, Iannone, Moore & Associates, Inc. | 28 | $975 | 0.00% | +28 | New |
| Trifecta Capital Advisors, LLC | 28 | $976 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 29 | $1.01K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 30 | $1.04K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 31 | $1.08K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 32 | $1.11K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 40 | $1.39K | 0.00% | −45−52.9% | Reduced |
| Atlas Capital Advisors LLC | 53 | $1.84K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 57 | $1.99K | 0.00% | 00.0% | Unchanged |
| Vaughan Nelson Investment Management, L.P. | 64 | $2.00K | 0.00% | +64 | New |
| Evermay Wealth Management LLC | 58 | $2.02K | 0.00% | +11+23.4% | Added |
| Valued Wealth Advisors LLC | 67 | $2.26K | 0.00% | +67 | New |
| First Command Advisory Services, Inc. | 73 | $2.54K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 77 | $2.68K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 77 | $2.68K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 78 | $2.72K | 0.00% | +78 | New |
| Dunhill Financial, LLC | 79 | $2.77K | 0.00% | +79 | New |
| Frazier Financial Advisors, LLC | 81 | $2.82K | 0.00% | +81 | New |
| Avion Wealth | 81 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 92 | $3.00K | 0.00% | +92 | New |
| Psagot Value Holdings Ltd. / (Israel) | 100 | $3.00K | 0.00% | +100 | New |
| Sandy Spring Bank | 92 | $3.21K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 95 | $3.31K | 0.00% | +95 | New |
| Frank, Rimerman Advisors LLC | 96 | $3.34K | 0.00% | +96 | New |
| O'Dell Group, LLC | 100 | $3.48K | 0.00% | +100 | New |
| PFS Partners, LLC | 104 | $3.63K | 0.00% | +1+1.0% | Added |
| TFC Financial Management | 106 | $3.69K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 106 | $3.69K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 111 | $3.87K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 112 | $3.90K | 0.00% | +112 | New |
| Nalls Sherbakoff Group, LLC | 115 | $4.01K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 120 | $4.18K | 0.01% | 00.0% | Unchanged |
| Custom Portfolio Group LLC | 120 | $4.18K | 0.00% | +120 | New |
| Glass Jacobson Investment Advisors llc | 122 | $4.25K | 0.00% | −41−25.2% | Reduced |
| Motco | 133 | $4.63K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 135 | $4.70K | 0.00% | −86−38.9% | Reduced |
| SJS Investment Consulting Inc. | 135 | $4.70K | 0.00% | +7+5.5% | Added |
| Colonial Trust Advisors | 140 | $4.88K | 0.00% | −1−0.7% | Reduced |
| Nemes Rush Group LLC | 151 | $5.26K | 0.00% | +20+15.3% | Added |
| Plante Moran Financial Advisors, LLC | 157 | $5.47K | 0.00% | −232−59.6% | Reduced |
| PSI Advisors, LLC | 160 | $5.57K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 168 | $5.85K | 0.00% | +168 | New |
| Cranbrook Wealth Management, LLC | 177 | $6.17K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 180 | $6.27K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 183 | $6.37K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 185 | $6.44K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 186 | $6.49K | 0.00% | +163+708.7% | Added |
| Provenance Wealth Advisors, LLC | 189 | $6.58K | 0.00% | +189 | New |
| Stuart Chaussee & Associates, Inc. | 191 | $6.65K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 200 | $6.97K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 200 | $6.97K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 200 | $6.97K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 202 | $7.00K | 0.01% | +202 | New |
| Financial Synergies Wealth Advisors, Inc. | 215 | $7.07K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 212 | $7.38K | 0.00% | +212 | New |
| Tortoise Investment Management, LLC | 214 | $7.45K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 224 | $7.79K | 0.00% | +3+1.4% | Added |
| Tradewinds Capital Management, LLC | 225 | $7.84K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 250 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 242 | $8.43K | 0.00% | −14−5.5% | Reduced |
| Indiana Trust & Investment Management CO | 244 | $8.50K | 0.00% | +244 | New |
| Abound Wealth Management | 248 | $8.64K | 0.00% | −19−7.1% | Reduced |
| Annapolis Financial Services, LLC | 252 | $8.78K | 0.00% | −24−8.7% | Reduced |
| Northwest Financial Advisors | 261 | $9.09K | 0.01% | +261 | New |
| Old Point Trust & Financial Services N A | 269 | $9.37K | 0.00% | +269 | New |
| HHM Wealth Advisors, LLC | 271 | $9.44K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 274 | $9.54K | 0.00% | +274 | New |
| Quarry LP | 292 | $10.2K | 0.01% | +292 | New |
| Provence Wealth Management Group | 297 | $10.3K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 306 | $10.7K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 306 | $10.7K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 309 | $10.8K | 0.00% | +309 | New |
| Ibex Wealth Advisors | 316 | $11.0K | 2.39% | −315,141−99.9% | Reduced |
| Capital Advisors, Ltd. LLC | 314 | $11.0K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 329 | $11.5K | 0.01% | +329 | New |
| Brown, Lisle/Cummings, Inc. | 365 | $12.7K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 368 | $12.8K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 383 | $13.3K | 0.01% | +383 | New |
| Birchbrook, Inc. | 400 | $13.9K | 0.01% | +400 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 397 | $14.0K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 409 | $14.2K | 0.00% | +409 | New |
| Baystate Wealth Management LLC | 424 | $14.8K | 0.00% | +308+265.5% | Added |
| Tradition Wealth Management, LLC | 421 | $15.0K | 0.00% | −109−20.6% | Reduced |
| Fortitude Family Office, LLC | 431 | $15.0K | 0.01% | +431 | New |
| Guardian Wealth Management, Inc. | 439 | $15.3K | 0.01% | +1+0.2% | Added |
| HWG Holdings LP | 447 | $15.6K | 0.01% | −399−47.2% | Reduced |
| Prestige Wealth Management Group LLC | 461 | $16.1K | 0.00% | −162−26.0% | Reduced |