| Financial Synergies Wealth Advisors, Inc. | 4 | $905 | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 5 | $1.00K | 0.00% | −40−88.9% | Reduced |
| Blue Bell Private Wealth Management, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $1.00K | 0.00% | −1−25.0% | Reduced |
| Costello Asset Management, INC | 3 | $1.00K | 0.00% | +3 | New |
| PSI Advisors, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Tucker Asset Management LLC | 8 | $1.93K | 0.00% | +8 | New |
| USA Financial Portformulas Corp | 8 | $2.00K | 0.00% | −14−63.6% | Reduced |
| Focused Wealth Management, Inc | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 7 | $2.00K | 0.00% | +7 | New |
| Longfellow Investment Management Co LLC | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 13 | $3.00K | 0.00% | +13 | New |
| Cribstone Capital Management, LLC | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 19 | $4.00K | 0.00% | +15+375.0% | Added |
| Altshuler Shaham Ltd | 18 | $4.00K | 0.00% | +18 | New |
| WR Wealth Planners, LLC | 19 | $4.30K | 0.00% | −175−90.2% | Reduced |
| Cetera Advisors LLC | 21,976 | $5.00K | 0.00% | +7,659+53.5% | Added |
| Eukles Asset Management | 23 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 22 | $5.00K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 21 | $5.00K | 0.00% | +21 | New |
| Stuart Chaussee & Associates, Inc. | 28 | $6.00K | 0.01% | 00.0% | Unchanged |
| Norwood Financial Corp | 25 | $6.00K | 0.01% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 26 | $6.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 37 | $8.38K | 0.00% | +37 | New |
| Thomas J. Herzfeld Advisors, Inc. | 42 | $9.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 46 | $10.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 50 | $11.0K | 0.01% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 49 | $11.0K | 0.00% | +49 | New |
| Truvestments Capital LLC | 59 | $13.0K | 0.01% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 56 | $13.0K | 0.01% | +56 | New |
| PFS Partners, LLC | 59 | $13.3K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 63 | $14.0K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 66 | $15.0K | 0.00% | −268−80.2% | Reduced |
| Horizons Wealth Management | 67 | $15.0K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 68 | $15.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 68 | $15.4K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 71 | $16.0K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 70 | $16.0K | 0.01% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 74 | $16.7K | 0.02% | +74 | New |
| Cetera Investment Advisers | 77,910 | $18.0K | 0.00% | +38,282+96.6% | Added |
| Institutional & Family Asset Management, LLC | 78 | $18.0K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 80 | $18.0K | 0.02% | +20+33.3% | Added |
| Raffa Wealth Management, LLC | 80 | $18.1K | 0.01% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 87 | $20.0K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 85 | $20.0K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 92 | $20.8K | 0.02% | +92 | New |
| Sierra Capital LLC | 92 | $21.0K | 0.00% | −71−43.6% | Reduced |
| Pin Oak Investment Advisors Inc | 94 | $21.0K | 0.03% | 00.0% | Unchanged |
| Harding Loevner LP | 92 | $21.0K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 100 | $22.0K | 0.02% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 99 | $22.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 103 | $23.0K | 0.00% | −100−49.3% | Reduced |
| Rise Advisors, LLC | 104 | $23.0K | 0.02% | −1−1.0% | Reduced |
| Johnson Midwest Financial, LLC | 100 | $23.0K | 0.09% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 100 | $23.0K | 0.03% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 101 | $23.0K | 0.02% | 00.0% | Unchanged |
| Siena Capital LLC | 100 | $23.0K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 108 | $24.0K | 0.02% | 00.0% | Unchanged |
| Lee Financial Co | 105 | $24.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 106 | $24.0K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 106 | $24.0K | 0.02% | 00.0% | Unchanged |
| Sageworth Trust Co | 110 | $25.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 109 | $25.0K | 0.01% | +8+7.9% | Added |
| Delos Wealth Advisors, LLC | 124 | $28.0K | 0.03% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 125 | $29.0K | 0.01% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 139 | $31.0K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 136 | $31.0K | 0.02% | 00.0% | Unchanged |
| Cowa, LLC | 150 | $34.0K | 0.02% | +150 | New |
| Westside Investment Management, Inc. | 165 | $37.0K | 0.00% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 167 | $38.0K | 0.03% | −106−38.8% | Reduced |
| Cedar Wealth Management, LLC | 167 | $38.0K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 178 | $40.0K | 0.01% | −11−5.8% | Reduced |
| Estabrook Capital Management | 185 | $41.8K | 0.01% | +25+15.6% | Added |
| Column Capital Advisors, LLC | 190 | $43.0K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 195 | $44.0K | 0.03% | −5−2.5% | Reduced |
| PrairieView Partners, LLC | 196 | $44.0K | 0.01% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 194 | $44.0K | 0.02% | +4+2.1% | Added |
| Central Bank & Trust Co | 200 | $45.0K | 0.01% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 200 | $45.0K | 0.01% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 200 | $45.0K | 0.03% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 198 | $45.0K | 0.03% | +1+0.5% | Added |
| Core Alternative Capital | 198 | $45.0K | 0.01% | +12+6.5% | Added |
| Timber Creek Capital Management LLC | 200 | $45.0K | 0.02% | +200 | New |
| Center for Financial Planning, Inc. | 205 | $46.0K | 0.01% | −125−37.9% | Reduced |
| Bellevue Asset Management, LLC | 205 | $47.0K | 0.04% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 210 | $47.0K | 0.01% | +53+33.8% | Added |
| Seldon Capital LP | 215 | $49.0K | 0.03% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 219 | $50.0K | 0.02% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 223 | $50.0K | 0.04% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 229 | $51.0K | 0.02% | +1+0.4% | Added |
| Mark Sheptoff Financial Planning, LLC | 231 | $52.0K | 0.03% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 229 | $52.0K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 232 | $52.0K | 0.01% | +8+3.6% | Added |
| First Community Trust NA | 238 | $54.0K | 0.07% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 240 | $54.0K | 0.02% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 243 | $55.0K | 0.05% | 00.0% | Unchanged |