| Dogwood Wealth Management LLC | 0 | $7 | 0.00% | 0 | Unchanged |
| McClarren Financial Advisors, Inc. | 42 | $69 | 0.05% | −1,588−97.4% | Reduced |
| Founders Capital Management | 9 | $378 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 11 | $468 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 12 | $489 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 12 | $510 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 13 | $549 | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 15 | $638 | 0.00% | +15 | New |
| Lynx Investment Advisory | 17 | $723 | 0.00% | +17 | New |
| Strengthening Families & Communities, LLC | 14 | $1.00K | 0.00% | +14 | New |
| NVWM, LLC | 24 | $1.02K | 0.00% | +5+26.3% | Added |
| Northwest Capital Management Inc | 25 | $1.06K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 30 | $1.27K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 31 | $1.32K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 32 | $1.36K | 0.00% | −3,414−99.1% | Reduced |
| Raffa Wealth Management, LLC | 32 | $1.36K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 40 | $1.70K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 46 | $1.96K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 47 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 52 | $2.15K | 0.00% | +27+108.0% | Added |
| Laurel Wealth Advisors LLC | 53 | $2.25K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 53 | $2.25K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 57 | $2.42K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 58 | $2.46K | 0.00% | +18+45.0% | Added |
| First United Bank Trust | 60 | $2.55K | 0.00% | −152−71.7% | Reduced |
| Dunhill Financial, LLC | 60 | $2.56K | 0.00% | +23+62.2% | Added |
| Redwood Wealth Management Group, LLC | 64 | $2.72K | 0.00% | +64 | New |
| Unique Wealth Strategies, LLC | 73 | $2.85K | 0.00% | +73 | New |
| Stone House Investment Management, LLC | 77 | $3.27K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 78 | $3.31K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 81 | $3.44K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 86 | $3.65K | 0.00% | +86 | New |
| Vista Private Wealth Partners. LLC | 89 | $3.78K | 0.00% | +89 | New |
| Tower View Investment Management & Research LLC | 92 | $3.91K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 93 | $3.95K | 0.00% | +93 | New |
| Penserra Capital Management LLC | 99 | $4.00K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 100 | $4.25K | 0.00% | −1,540−93.9% | Reduced |
| Red Tortoise LLC | 106 | $4.50K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 112 | $4.76K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 118 | $5.00K | 0.00% | −6−4.8% | Reduced |
| Custom Portfolio Group LLC | 120 | $5.10K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 122 | $5.18K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 122 | $5.18K | 0.00% | +122 | New |
| SJS Investment Consulting Inc. | 130 | $5.53K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 130 | $5.53K | 0.00% | +130 | New |
| Motco | 133 | $5.65K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 144 | $6.20K | 0.00% | −1,465−91.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 157 | $6.67K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 160 | $6.80K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 173 | $7.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 175 | $7.00K | 0.00% | +50+40.0% | Added |
| Sandy Spring Bank | 171 | $7.27K | 0.00% | +43+33.6% | Added |
| Global Financial Private Client, LLC | 174 | $7.39K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 177 | $7.52K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 183 | $7.78K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 185 | $7.86K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 189 | $8.03K | 0.00% | +15+8.6% | Added |
| Stuart Chaussee & Associates, Inc. | 191 | $8.12K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 195 | $8.38K | 0.00% | +100+105.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 197 | $8.38K | 0.00% | +11+5.9% | Added |
| Manchester Capital Management LLC | 200 | $8.50K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 200 | $8.50K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 200 | $8.50K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 201 | $8.54K | 0.00% | 00.0% | Unchanged |
| Friedenthal Financial | 208 | $8.84K | 0.01% | +208 | New |
| Anfield Capital Management, LLC | 209 | $8.88K | 0.00% | +209 | New |
| DiNuzzo Private Wealth, Inc. | 214 | $9.10K | 0.00% | −195−47.7% | Reduced |
| Tortoise Investment Management, LLC | 214 | $9.10K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 215 | $9.14K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 219 | $9.31K | 0.00% | +142+184.4% | Added |
| Brown Financial Advisors | 220 | $9.35K | 0.00% | +220 | New |
| Hobbs Group Advisors, LLC | 232 | $9.85K | 0.00% | +232 | New |
| Coston, McIsaac & Partners | 250 | $10.0K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 258 | $10.1K | 0.01% | −358−58.1% | Reduced |
| Bell Investment Advisors, Inc | 242 | $10.3K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 247 | $10.5K | 0.00% | −30−10.8% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. | 250 | $10.6K | 0.03% | −260−51.0% | Reduced |
| Annapolis Financial Services, LLC | 252 | $10.7K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 260 | $11.0K | 0.00% | −380−59.4% | Reduced |
| Prestige Wealth Management Group LLC | 272 | $11.6K | 0.00% | −133−32.8% | Reduced |
| Private Wealth Management Group, LLC | 274 | $11.6K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 279 | $11.9K | 0.00% | +53+23.5% | Added |
| Pacific Capital Wealth Advisors, Inc | 279 | $11.9K | 0.00% | +279 | New |
| Arlington Trust Co LLC | 306 | $13.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 313 | $13.3K | 0.00% | −322−50.7% | Reduced |
| Trifecta Capital Advisors, LLC | 319 | $13.6K | 0.00% | +291+1,039.3% | Added |
| Aspect Partners, LLC | 329 | $14.0K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 359 | $15.3K | 0.01% | +115+47.1% | Added |
| Brown, Lisle/Cummings, Inc. | 365 | $15.5K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 368 | $15.6K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 377 | $16.0K | 0.00% | +10+2.7% | Added |
| Rakuten Securities, Inc. | 391 | $16.6K | 0.01% | 00.0% | Unchanged |
| Birchbrook, Inc. | 400 | $17.0K | 0.01% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 402 | $17.1K | 0.01% | −39−8.8% | Reduced |
| SWS Partners | 413 | $17.6K | 0.01% | +413 | New |
| HWG Holdings LP | 436 | $18.5K | 0.01% | +436 | New |
| Fortitude Family Office, LLC | 451 | $19.2K | 0.01% | +61+15.6% | Added |
| McMahon Financial Advisors, LLC | 452 | $19.2K | 0.00% | +452 | New |
| HHM Wealth Advisors, LLC | 471 | $20.0K | 0.00% | +200+73.8% | Added |
| Empirical Asset Management, LLC | 10,956 | $20.5K | 0.01% | +10,956 | New |