| Roble, Belko & Company, Inc | 1 | $0 | 0.00% | +1 | New |
| Summit Wealth Group, LLC | 127,099 | $1 | 0.02% | +127,099 | New |
| New Millennium Group LLC | 1 | $220 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 204 | $298 | 0.01% | −8−3.8% | Reduced |
| USA Financial Portformulas Corp | 2 | $409 | 0.00% | +2 | New |
| Stuart Chaussee & Associates, Inc. | 3 | $613 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 3 | $613 | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 3 | $613 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 4 | $909 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 6 | $1.23K | 0.00% | −74−92.5% | Reduced |
| First Command Advisory Services, Inc. | 7 | $1.43K | 0.00% | +7 | New |
| Riggs Asset Managment Co. Inc. | 7 | $1.43K | 0.00% | −7−50.0% | Reduced |
| Rise Advisors, LLC | 8 | $1.58K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 8 | $1.64K | 0.00% | +8 | New |
| Magnolia Capital Management Ltd | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Adirondack Retirement Specialists, Inc. | 10 | $2.04K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 10 | $2.04K | 0.00% | −17−63.0% | Reduced |
| Country Trust Bank | 11 | $2.25K | 0.00% | +4+57.1% | Added |
| Gables Capital Management Inc. | 12 | $2.45K | 0.00% | +12 | New |
| Boyd Watterson Asset Management LLC | 13 | $2.66K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 13 | $2.66K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 14 | $2.86K | 0.00% | −32−69.6% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 14 | $2.86K | 0.00% | −14−50.0% | Reduced |
| Wolff Wiese Magana LLC | 14 | $2.86K | 0.00% | −13−48.1% | Reduced |
| Trifecta Capital Advisors, LLC | 16 | $3.27K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 17 | $3.47K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 17 | $3.47K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 18 | $3.68K | 0.00% | +18 | New |
| Caldwell Sutter Capital, Inc. | 19 | $3.88K | 0.00% | +19 | New |
| Steward Financial Group LLC | 24 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 21 | $4.00K | 0.00% | +21 | New |
| Oliver Lagore Vanvalin Investment Group | 24 | $4.90K | 0.00% | −5−17.2% | Reduced |
| Kelly Financial Services LLC | 24 | $4.90K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 23 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 25 | $5.11K | 0.00% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 28 | $5.72K | 0.00% | +28 | New |
| Central Bank & Trust Co | 29 | $5.92K | 0.00% | +29 | New |
| Colonial Trust Advisors | 29 | $5.93K | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 30 | $6.13K | 0.00% | 00.0% | Unchanged |
| Rock Creek Group, LP | 31 | $6.33K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 31 | $6.33K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 37 | $7.56K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 39 | $8.00K | 0.00% | −5−11.4% | Reduced |
| Laurel Wealth Advisors LLC | 43 | $8.79K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 44 | $8.99K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 43 | $9.00K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 45 | $9.20K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 46 | $9.40K | 0.00% | +3+7.0% | Added |
| Legend Financial Advisors, Inc. | 48 | $9.81K | 0.01% | −6−11.1% | Reduced |
| Disciplined Investments, LLC | 49 | $10.0K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 50 | $10.2K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 50 | $10.2K | 0.01% | +50 | New |
| Bellevue Asset Management, LLC | 51 | $10.5K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 52 | $10.6K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 53 | $11.0K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 57 | $11.6K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 63 | $12.0K | 0.01% | −135−68.2% | Reduced |
| Ten Capital Wealth Advisors, LLC | 59 | $12.1K | 0.00% | +36+156.5% | Added |
| Versant Capital Management, Inc | 61 | $12.4K | 0.00% | +32+110.3% | Added |
| Financial Freedom, LLC | 63 | $12.9K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 64 | $13.1K | 0.01% | +64 | New |
| Abound Wealth Management | 64 | $13.1K | 0.01% | +20+45.5% | Added |
| WFA Asset Management Corp | 64 | $13.1K | 0.01% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 66 | $13.2K | 0.01% | +66 | New |
| Barrett & Company, Inc. | 69 | $14.1K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 69 | $14.1K | 0.00% | −111−61.7% | Reduced |
| TFC Financial Management | 70 | $14.3K | 0.00% | +57+438.5% | Added |
| Pacific Center for Financial Services | 70 | $14.3K | 0.00% | +70 | New |
| Duncker Streett & Co Inc | 71 | $14.5K | 0.00% | −18−20.2% | Reduced |
| Proffitt & Goodson Inc | 71 | $14.5K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 76 | $15.5K | 0.01% | −8−9.5% | Reduced |
| MV Capital Management, Inc. | 77 | $15.7K | 0.00% | −103−57.2% | Reduced |
| Citizens National Bank Trust Department | 78 | $15.9K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 80 | $16.3K | 0.01% | +80 | New |
| JNBA Financial Advisors | 81 | $16.6K | 0.00% | +2+2.5% | Added |
| NewSquare Capital LLC | 83 | $17.0K | 0.00% | +58+232.0% | Added |
| Laffer Tengler Investments | 85 | $17.4K | 0.00% | −16−15.8% | Reduced |
| Sturgeon Ventures LLP | 85 | $17.4K | 0.03% | +85 | New |
| Institutional & Family Asset Management, LLC | 86 | $17.6K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 87 | $17.7K | 0.01% | +87 | New |
| Larson Financial Group LLC | 87 | $17.8K | 0.00% | +1+1.2% | Added |
| Toth Financial Advisory Corp | 88 | $18.0K | 0.00% | +27+44.3% | Added |
| Fairfield Financial Advisors, LTD | 90 | $18.1K | 0.01% | 00.0% | Unchanged |
| First Command Bank | 92 | $18.8K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 92 | $18.8K | 0.00% | 00.0% | Unchanged |
| Knott David M Jr | 93 | $19.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 93 | $19.0K | 0.00% | −31−25.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 96 | $19.6K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 101 | $20.0K | 0.00% | −19−15.8% | Reduced |
| Raffa Wealth Management, LLC | 99 | $20.2K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 100 | $20.4K | 0.01% | −8−7.4% | Reduced |
| Pacifica Partners Inc. | 101 | $20.8K | 0.01% | −5−4.7% | Reduced |
| Eagle Bay Advisors LLC | 102 | $20.8K | 0.01% | −8−7.3% | Reduced |
| Colonial Trust Co | 107 | $21.5K | 0.01% | −3−2.7% | Reduced |
| Beacon Capital Management, LLC | 109 | $22.2K | 0.01% | −19−14.8% | Reduced |
| Investors Research Corp | 109 | $22.3K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 110 | $22.5K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 116 | $23.7K | 0.02% | 00.0% | Unchanged |