| CKW Financial Group | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 2 | $0 | 0.00% | +2 | New |
| Raleigh Capital Management Inc. | 0 | $6 | 0.00% | 0 | Unchanged |
| Measured Wealth Private Client Group, LLC | 1 | $86 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1 | $86 | 0.00% | 00.0% | Unchanged |
| Compass Financial Management LLC | 1 | $86 | 0.00% | +1 | New |
| Abound Wealth Management | 1 | $87 | 0.00% | −29−96.7% | Reduced |
| Essential Partners LLC | 2 | $172 | 0.00% | 00.0% | Unchanged |
| Quarry LP | 2 | $172 | 0.00% | +2 | New |
| IMA Wealth, Inc. | 2 | $173 | 0.00% | +2 | New |
| Montgomery Financial Services LLC | 2 | $173 | 0.00% | +2 | New |
| Seneschal Advisors, LLC | 3 | $259 | 0.00% | −1−25.0% | Reduced |
| DecisionPoint Financial, LLC | 4 | $337 | 0.00% | +4 | New |
| Elevated Capital Advisors, LLC | 4 | $344 | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 4 | $344 | 0.00% | 00.0% | Unchanged |
| Collier Financial | 4 | $345 | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 4 | $345 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 5 | $430 | 0.00% | −6−54.5% | Reduced |
| American Capital Advisory, LLC | 5 | $431 | 0.00% | −8−61.5% | Reduced |
| Financial Management Professionals, Inc. | 5 | $432 | 0.00% | +5 | New |
| WestEnd Advisors, LLC | 6 | $517 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 8 | $689 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 8 | $689 | 0.00% | +1+14.3% | Added |
| Quaker Wealth Management, LLC | 9 | $775 | 0.00% | −1−10.0% | Reduced |
| Davis Capital Management | 9 | $775 | 0.00% | +7+350.0% | Added |
| Virginia Estate & Retirement Planning Advisors Inc. | 10 | $861 | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 10 | $864 | 0.00% | +7+233.3% | Added |
| FNY Investment Advisers, LLC | 15 | $1.00K | 0.00% | −200−93.0% | Reduced |
| Penserra Capital Management LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 12 | $1.03K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 13 | $1.12K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 17 | $1.46K | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 17 | $1.46K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 17 | $1.46K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 17 | $1.46K | 0.00% | +3+21.4% | Added |
| Caldwell Sutter Capital, Inc. | 18 | $1.55K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 19 | $1.64K | 0.00% | −10−34.5% | Reduced |
| Principia Wealth Advisory, LLC | 19 | $1.64K | 0.00% | +5+35.7% | Added |
| N.E.W. Advisory Services LLC | 19 | $1.64K | 0.00% | +7+58.3% | Added |
| Barrett & Company, Inc. | 20 | $1.72K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 20 | $1.72K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 21 | $1.79K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 21 | $1.81K | 0.00% | +1+5.0% | Added |
| Dunhill Financial, LLC | 23 | $2.06K | 0.00% | +20+666.7% | Added |
| Beacon Financial Strategies CORP | 24 | $2.07K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 25 | $2.15K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 25 | $2.15K | 0.00% | +9+56.3% | Added |
| Glass Jacobson Investment Advisors llc | 27 | $2.33K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 30 | $2.58K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 30 | $2.58K | 0.00% | +30 | New |
| Center for Financial Planning, Inc. | 30 | $2.58K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 30 | $2.58K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 30 | $2.58K | 0.00% | +7+30.4% | Added |
| Toews Corp | 31 | $2.67K | 0.00% | +31 | New |
| Rialto Wealth Management, LLC | 32 | $2.75K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 32 | $2.75K | 0.00% | +4+14.3% | Added |
| Marshall Investment Management, LLC | 32 | $2.75K | 0.00% | +32 | New |
| Financial Network Wealth Advisors LLC | 33 | $2.84K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 44 | $3.00K | 0.00% | −4−8.3% | Reduced |
| Navigoe, LLC | 45 | $3.00K | 0.00% | +5+12.5% | Added |
| Thompson Investment Management, Inc. | 35 | $3.04K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 36 | $3.10K | 0.00% | +36 | New |
| Tounjian Advisory Partners, LLC | 37 | $3.15K | 0.00% | +37 | New |
| First Financial Corp | 37 | $3.19K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 39 | $3.36K | 0.00% | +39 | New |
| Cornerstone Planning Group LLC | 38 | $3.37K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 40 | $3.44K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 40 | $3.44K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 40 | $3.44K | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 40 | $3.44K | 0.00% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 40 | $3.44K | 0.00% | 00.0% | Unchanged |
| Align Financial, LLC | 40 | $3.44K | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 41 | $3.53K | 0.00% | +41 | New |
| Maryland Capital Advisors Inc. | 41 | $3.53K | 0.00% | +41 | New |
| Bullock Wealth Management Group | 43 | $3.63K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 43 | $3.70K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 44 | $3.79K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 44 | $3.79K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 45 | $3.87K | 0.00% | −25−35.7% | Reduced |
| Capital Analysts, LLC | 44 | $4.00K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 47 | $4.05K | 0.00% | +39+487.5% | Added |
| SBI Securities Co., Ltd. | 48 | $4.13K | 0.00% | +8+20.0% | Added |
| Hurley Capital, LLC | 48 | $4.14K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 49 | $4.22K | 0.00% | +44+880.0% | Added |
| Hollencrest Capital Management | 50 | $4.30K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 50 | $4.30K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 50 | $4.30K | 0.00% | +50 | New |
| Westfuller Advisors, LLC | 50 | $4.32K | 0.00% | +50 | New |
| Lodestone Wealth Management LLC | 51 | $4.39K | 0.00% | −4−7.3% | Reduced |
| Kilter Group LLC | 52 | $4.48K | 0.00% | +7+15.6% | Added |
| Kerr Financial Planning Corp | 54 | $4.65K | 0.01% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 55 | $4.74K | 0.07% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 55 | $4.74K | 0.00% | +46+511.1% | Added |
| Tripletail Wealth Management, LLC | 55 | $4.81K | 0.01% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 56 | $4.82K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 56 | $4.83K | 0.00% | +11+24.4% | Added |
| Prosperity Bancshares Inc | 57 | $4.91K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 57 | $4.92K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 58 | $4.99K | 0.00% | −67−53.6% | Reduced |