| Ogorek Anthony Joseph | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| Darwin Advisors, LLC | 0 | $198 | 0.00% | 0 | New |
| Cordant, Inc. | 1 | $223 | 0.00% | +1 | New |
| Creative Financial Designs Inc | 1 | $301 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1 | $301 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 1 | $301 | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 1 | $301 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1 | $301 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 1 | $301 | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 1 | $301 | 0.00% | +1 | New |
| Financial Consulate, Inc | 1 | $302 | 0.00% | −12−92.3% | Reduced |
| Cassaday & Co Wealth Management LLC | 1 | $302 | 0.00% | −4−80.0% | Reduced |
| Quaker Wealth Management, LLC | 1 | $302 | 0.00% | −1−50.0% | Reduced |
| DecisionPoint Financial, LLC | 1 | $302 | 0.00% | +1 | New |
| Halbert Hargrove Global Advisors, LLC | 1 | $320 | 0.00% | +1 | New |
| Bare Financial Services, Inc | 2 | $602 | 0.00% | −4−66.7% | Reduced |
| Investors Research Corp | 2 | $602 | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 2 | $602 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 2 | $602 | 0.00% | +1+100.0% | Added |
| Bryn Mawr Trust Co | 2 | $602 | 0.00% | +2 | New |
| Mechanics Financial Corp | 2 | $602 | 0.00% | +2 | New |
| Barnes Dennig Private Wealth Management LLC | 2 | $602 | 0.00% | +2 | New |
| Seneschal Advisors, LLC | 2 | $603 | 0.00% | +1+100.0% | Added |
| Whipplewood Advisors, LLC | 3 | $903 | 0.00% | −26−89.7% | Reduced |
| Phillip James Consulting Co. | 3 | $903 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 3 | $903 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 3 | $903 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 3 | $903 | 0.00% | +3 | New |
| Kingdom Financial Group LLC. | 3 | $903 | 0.00% | +3 | New |
| GHP Investment Advisors, Inc. | 3 | $904 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 3 | $904 | 0.00% | +2+200.0% | Added |
| HFM Investment Advisors, LLC | 3 | $904 | 0.00% | +2+200.0% | Added |
| Abound Wealth Management | 4 | $1.09K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 4 | $1.20K | 0.00% | +4 | New |
| Downshift Financial, LLC | 4 | $1.20K | 0.00% | +4 | New |
| JNBA Financial Advisors | 4 | $1.21K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 4 | $1.21K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 5 | $1.41K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 5 | $1.50K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 5 | $1.50K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 5 | $1.50K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 7 | $1.55K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 6 | $1.81K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 6 | $1.81K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 6 | $1.81K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 6 | $1.81K | 0.00% | +1+20.0% | Added |
| Penserra Capital Management LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 6 | $2.00K | 0.00% | +2+50.0% | Added |
| American Capital Advisory, LLC | 7 | $2.11K | 0.00% | +2+40.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 7 | $2.23K | 0.00% | +5+250.0% | Added |
| American National Bank | 8 | $2.41K | 0.00% | +8 | New |
| Planning Strategies Inc. | 8 | $2.41K | 0.00% | +8 | New |
| DiNuzzo Private Wealth, Inc. | 8 | $2.41K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 9 | $2.71K | 0.00% | +2+28.6% | Added |
| Millstone Evans Group, LLC | 10 | $3.01K | 0.00% | −30−75.0% | Reduced |
| Archer Investment Corp | 10 | $3.01K | 0.00% | 00.0% | Unchanged |
| High Point Wealth Management, LLC | 10 | $3.01K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 10 | $3.01K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 10 | $3.01K | 0.00% | +3+42.9% | Added |
| Principia Wealth Advisory, LLC | 10 | $3.01K | 0.00% | +5+100.0% | Added |
| Tripletail Wealth Management, LLC | 10 | $3.13K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 11 | $3.31K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 11 | $3.31K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 11 | $3.31K | 0.00% | −2−15.4% | Reduced |
| S&T Bank | 12 | $3.61K | 0.00% | −26−68.4% | Reduced |
| High Note Wealth, LLC | 12 | $3.61K | 0.00% | +9+300.0% | Added |
| Chung Wu Investment Group, LLC | 13 | $3.91K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 13 | $3.91K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 14 | $4.21K | 0.00% | −28−66.7% | Reduced |
| HighMark Wealth Management LLC | 14 | $4.21K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 14 | $4.21K | 0.00% | +3+27.3% | Added |
| Sherman Asset Management, Inc. | 15 | $4.51K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 15 | $4.51K | 0.00% | +6+66.7% | Added |
| Cetera Trust Company, N.A | 16 | $4.82K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 16 | $4.82K | 0.00% | +16 | New |
| Signature Equity Partners, LLC | 17 | $5.12K | 0.00% | +2+13.3% | Added |
| Osbon Capital Management LLC | 18 | $5.42K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 18 | $5.42K | 0.00% | +2+12.5% | Added |
| AdvisorNet Financial, Inc | 18 | $5.42K | 0.00% | +14+350.0% | Added |
| CoreCap Advisors, LLC | 18 | $5.42K | 0.00% | +16+800.0% | Added |
| Accent Capital Management, LLC | 19 | $5.72K | 0.00% | +9+90.0% | Added |
| SJS Investment Consulting Inc. | 20 | $6.02K | 0.00% | +1+5.3% | Added |
| United Financial Planning Group LLC | 21 | $6.32K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 21 | $6.32K | 0.00% | +1+5.0% | Added |
| Raffa Wealth Management, LLC | 21 | $6.32K | 0.00% | +2+10.5% | Added |
| Fourth Dimension Wealth, LLC | 22 | $6.62K | 0.00% | +6+37.5% | Added |
| Activest Wealth Management | 22 | $6.62K | 0.00% | +21+2,100.0% | Added |
| Synergy Investment Management, LLC | 24 | $6.88K | 0.00% | +24 | New |
| UMA Financial Services, Inc. | 23 | $6.92K | 0.00% | −1−4.2% | Reduced |
| TD Capital Management LLC | 23 | $6.92K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 24 | $7.22K | 0.00% | −1−4.0% | Reduced |
| Rakuten Securities, Inc. | 25 | $7.53K | 0.00% | +7+38.9% | Added |
| Cornerstone Financial Management LLC | 26 | $7.83K | 0.01% | +12+85.7% | Added |
| Mather Group, LLC. | 26 | $7.88K | 0.00% | +15+136.4% | Added |
| Cape Investment Advisory, Inc. | 27 | $8.13K | 0.00% | +27 | New |
| Silver Grove Financial Group, Inc. | 27 | $8.13K | 0.00% | +27 | New |
| Rialto Wealth Management, LLC | 27 | $8.27K | 0.00% | +22+440.0% | Added |
| Action Point Financial Planning, LLC | 30 | $8.73K | 0.00% | +30 | New |
| WPG Advisers, LLC | 29 | $8.73K | 0.01% | 00.0% | Unchanged |