| Capital Advisors, Ltd. LLC | 34 | $0 | 0.00% | −506−93.7% | Reduced |
| Hantz Financial Services, Inc. | 6 | $0 | 0.00% | +6 | New |
| REAP Financial Group, LLC | 1 | $6 | 0.00% | +1 | New |
| ZRC Wealth Management, LLC | 0 | $7 | 0.00% | 0 | Unchanged |
| Caitlin John, LLC | 3 | $39 | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 4 | $51 | 0.00% | +4 | New |
| JFS Wealth Advisors, LLC | 9 | $116 | 0.00% | −251−96.5% | Reduced |
| Winnow Wealth LLC | 11 | $133 | 0.00% | +11 | New |
| NBC Securities, Inc. | 11 | $153 | 0.01% | −12,125−99.9% | Reduced |
| Global Financial Private Client, LLC | 13 | $167 | 0.00% | +13 | New |
| Ridgewood Investments LLC | 14 | $180 | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 17 | $219 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 18 | $231 | 0.00% | −2,489−99.3% | Reduced |
| NewSquare Capital LLC | 19 | $245 | 0.00% | +19 | New |
| Chesapeake Asset Management LLC | 20 | $257 | 0.00% | +10+100.0% | Added |
| Key Financial Inc | 21 | $270 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 21 | $270 | 0.00% | +21 | New |
| True Wealth Design, LLC | 21 | $271 | 0.00% | −9−30.0% | Reduced |
| First Financial Corp | 23 | $296 | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 28 | $360 | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 29 | $373 | 0.00% | +29 | New |
| NVWM, LLC | 30 | $386 | 0.00% | +25+500.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 30 | $387 | 0.00% | +30 | New |
| Transcendent Capital Group LLC | 32 | $412 | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 34 | $438 | 0.00% | +34 | New |
| Central Trust Co | 35 | $451 | 0.00% | −4−10.3% | Reduced |
| Richardson Financial Services Inc. | 37 | $476 | 0.00% | −37−50.0% | Reduced |
| Clark Wealth Partners | 37 | $476 | 0.00% | +37 | New |
| DiNuzzo Private Wealth, Inc. | 37 | $477 | 0.00% | −6−14.0% | Reduced |
| Glass Jacobson Investment Advisors llc | 37 | $477 | 0.00% | +37 | New |
| Legacy Investment Solutions, LLC | 46 | $487 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 46 | $487 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 40 | $515 | 0.00% | +40 | New |
| Manchester Capital Management LLC | 47 | $605 | 0.00% | −420−89.9% | Reduced |
| UMA Financial Services, Inc. | 50 | $644 | 0.00% | +50 | New |
| Sugarloaf Wealth Management, LLC | 51 | $655 | 0.00% | −7−12.1% | Reduced |
| Cornerstone Planning Group LLC | 66 | $755 | 0.00% | −33−33.3% | Reduced |
| Grove Bank & Trust | 59 | $759 | 0.00% | +59 | New |
| Eagle Bay Advisors LLC | 61 | $785 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 65 | $837 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 66 | $845 | 0.00% | +1+1.5% | Added |
| Valued Wealth Advisors LLC | 67 | $865 | 0.00% | +13+24.1% | Added |
| Sierra Ocean, LLC | 72 | $938 | 0.00% | +72 | New |
| HBC Financial Services, PLLC | 84 | $1.00K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 135 | $1.00K | 0.00% | +135 | New |
| LRI Investments, LLC | 78 | $1.00K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 90 | $1.16K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 100 | $1.29K | 0.00% | +100 | New |
| SOA Wealth Advisors, LLC. | 100 | $1.29K | 0.00% | +100 | New |
| Raffa Wealth Management, LLC | 101 | $1.30K | 0.00% | +75+288.5% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 109 | $1.40K | 0.00% | +109 | New |
| Synergy Investment Management, LLC | 118 | $1.52K | 0.00% | +118 | New |
| Larson Financial Group LLC | 122 | $1.57K | 0.00% | −33−21.3% | Reduced |
| Financial Management Professionals, Inc. | 124 | $1.60K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 128 | $1.65K | 0.00% | −1,595−92.6% | Reduced |
| Olistico Wealth, LLC | 129 | $1.66K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 134 | $1.73K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 138 | $1.78K | 0.00% | +138 | New |
| MPWM Advisory Solutions, LLC | 139 | $1.79K | 0.00% | +139 | New |
| Red Tortoise LLC | 147 | $1.89K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 148 | $1.91K | 0.00% | +148 | New |
| Semmax Financial Advisors Inc. | 186 | $1.92K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 223 | $2.00K | 0.00% | −94−29.7% | Reduced |
| Smithfield Trust Co | 162 | $2.00K | 0.00% | −61−27.4% | Reduced |
| Operose Advisors LLC | 161 | $2.07K | 0.00% | +161 | New |
| Sachetta, LLC | 165 | $2.12K | 0.00% | −19−10.3% | Reduced |
| Dunhill Financial, LLC | 167 | $2.15K | 0.00% | +38+29.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 168 | $2.17K | 0.00% | +54+47.4% | Added |
| Carolinas Wealth Consulting LLC | 169 | $2.18K | 0.00% | +75+79.8% | Added |
| Beacon Capital Management, LLC | 176 | $2.27K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 195 | $2.52K | 0.00% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 200 | $2.57K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 222 | $2.86K | 0.00% | +222 | New |
| Addison Advisors LLC | 226 | $2.91K | 0.00% | +190+527.8% | Added |
| Lowe Wealth Advisors, LLC | 227 | $2.92K | 0.00% | +227 | New |
| Coston, McIsaac & Partners | 283 | $3.00K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 238 | $3.06K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 244 | $3.14K | 0.00% | −1−0.4% | Reduced |
| Creative Financial Designs Inc | 244 | $3.14K | 0.00% | +244 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 252 | $3.24K | 0.00% | +222+740.0% | Added |
| Blume Capital Management, Inc. | 283 | $3.64K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 328 | $4.22K | 0.00% | −124−27.4% | Reduced |
| Pacifica Partners Inc. | 335 | $4.37K | 0.00% | +100+42.6% | Added |
| DT Investment Partners, LLC | 379 | $4.88K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 362 | $5.00K | 0.00% | −143−28.3% | Reduced |
| Strategic Investment Solutions, Inc. | 453 | $5.83K | 0.00% | +203+81.2% | Added |
| Highline Wealth Partners LLC | 464 | $5.97K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 488 | $6.28K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 490 | $6.31K | 0.00% | −30−5.8% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 500 | $6.43K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 507 | $6.53K | 0.00% | −454−47.2% | Reduced |
| Washington Trust Advisors, Inc. | 513 | $6.60K | 0.00% | −299−36.8% | Reduced |
| Continuum Advisory, LLC | 538 | $6.92K | 0.00% | +223+70.8% | Added |
| Spire Wealth Management | 553 | $7.12K | 0.00% | +45+8.9% | Added |
| Prestige Wealth Management Group LLC | 564 | $7.26K | 0.00% | −30−5.1% | Reduced |
| FSA Wealth Management LLC | 592 | $7.62K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 600 | $7.72K | 0.00% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 612 | $7.87K | 0.00% | +612 | New |
| TruNorth Capital Management, LLC | 624 | $8.03K | 0.00% | −286−31.4% | Reduced |
| Brown Brothers Harriman & Co | 626 | $8.06K | 0.00% | +56+9.8% | Added |