| Roble, Belko & Company, Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 1 | $211 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 2 | $388 | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 3 | $582 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $869 | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 5 | $970 | 0.00% | +5 | New |
| Transamerica Financial Advisors, Inc. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 6 | $1.16K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 6 | $1.16K | 0.00% | +6 | New |
| Coppell Advisory Solutions LLC | 8 | $1.54K | 0.00% | +8 | New |
| Moisand Fitzgerald Tamayo, LLC | 8 | $1.55K | 0.00% | 00.0% | Unchanged |
| Adirondack Retirement Specialists, Inc. | 10 | $1.94K | 0.00% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 11 | $2.13K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 12 | $2.33K | 0.00% | −36−75.0% | Reduced |
| Gables Capital Management Inc. | 12 | $2.33K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 13 | $2.52K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 13 | $2.52K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 13 | $2.52K | 0.00% | +13 | New |
| Thomas J. Herzfeld Advisors, Inc. | 14 | $2.71K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 14 | $2.74K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 15 | $2.85K | 0.00% | −101−87.1% | Reduced |
| City Holding Co | 15 | $2.91K | 0.00% | +15 | New |
| TFC Financial Management | 15 | $2.91K | 0.00% | −55−78.6% | Reduced |
| Avion Wealth | 17 | $3.00K | 0.00% | +17 | New |
| Trifecta Capital Advisors, LLC | 16 | $3.10K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 17 | $3.30K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 17 | $3.30K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 17 | $3.30K | 0.00% | +17 | New |
| Caldwell Sutter Capital, Inc. | 19 | $3.69K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 20 | $3.86K | 0.00% | +12+150.0% | Added |
| JDM Financial Group LLC | 20 | $3.88K | 0.00% | −25−55.6% | Reduced |
| GeoWealth Management, LLC | 21 | $4.00K | 0.00% | −337−94.1% | Reduced |
| TSFG, LLC | 23 | $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% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 24 | $4.66K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 24 | $4.66K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 24 | $4.66K | 0.01% | +24 | New |
| Impact Partnership Wealth, LLC | 24 | $4.66K | 0.00% | +24 | New |
| Colonial Trust Advisors | 27 | $5.24K | 0.00% | −2−6.9% | Reduced |
| First National Bank of South Miami | 30 | $5.82K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 33 | $6.00K | 0.00% | −6−15.4% | Reduced |
| Rock Creek Group, LP | 31 | $6.01K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 31 | $6.01K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 34 | $6.28K | 0.00% | −148−81.3% | Reduced |
| Sofos Investments, Inc. | 194 | $6.36K | 0.03% | −10−4.9% | Reduced |
| Northwest Capital Management Inc | 33 | $6.40K | 0.00% | +33 | New |
| West Financial Advisors, LLC | 36 | $6.98K | 0.00% | +36 | New |
| Safeguard Financial, LLC | 39 | $7.00K | 0.00% | +39 | New |
| Itau Unibanco Holding S.A. | 38 | $7.37K | 0.00% | −471−92.5% | Reduced |
| Quarry LP | 38 | $7.37K | 0.00% | +38 | New |
| Intrepid Capital Management Inc | 42 | $8.14K | 0.01% | +42 | New |
| Global Wealth Strategies & Associates | 43 | $8.34K | 0.00% | −3−6.5% | Reduced |
| Laurel Wealth Advisors LLC | 43 | $8.34K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 44 | $8.53K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 45 | $8.73K | 0.00% | +45 | New |
| Valley National Advisers Inc | 43 | $9.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 49 | $9.41K | 0.00% | −38−43.7% | Reduced |
| Disciplined Investments, LLC | 49 | $9.50K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 50 | $9.70K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 53 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 51 | $10.1K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 52 | $10.1K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 57 | $10.5K | 0.01% | −9−13.6% | Reduced |
| GHP Investment Advisors, Inc. | 63 | $11.8K | 0.00% | +63 | New |
| Versant Capital Management, Inc | 61 | $11.8K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 62 | $12.0K | 0.00% | +62 | New |
| Financial Freedom, LLC | 63 | $12.2K | 0.01% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 63 | $12.2K | 0.01% | +6+10.5% | Added |
| Creative Capital Management Investments LLC | 64 | $12.4K | 0.01% | 00.0% | Unchanged |
| WFA Asset Management Corp | 65 | $12.6K | 0.01% | +1+1.6% | Added |
| Barrett & Company, Inc. | 69 | $13.4K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 70 | $13.5K | 0.00% | +1+1.4% | Added |
| Pacific Center for Financial Services | 70 | $13.6K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 70 | $13.7K | 0.01% | −26−27.1% | Reduced |
| Proffitt & Goodson Inc | 71 | $13.8K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 73 | $14.2K | 0.01% | −29−28.4% | Reduced |
| NewSquare Capital LLC | 74 | $14.4K | 0.00% | −9−10.8% | Reduced |
| Duncker Streett & Co Inc | 74 | $14.4K | 0.00% | +3+4.2% | Added |
| Cassady Schiller Wealth Management, LLC | 76 | $14.7K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 78 | $15.1K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 79 | $15.3K | 0.00% | −2−2.5% | Reduced |
| Laffer Tengler Investments | 85 | $16.5K | 0.00% | 00.0% | Unchanged |
| Sturgeon Ventures LLP | 85 | $16.6K | 0.02% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 86 | $16.7K | 0.00% | −314−78.5% | Reduced |
| Institutional & Family Asset Management, LLC | 86 | $16.7K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 86 | $16.7K | 0.01% | +22+34.4% | Added |
| Buck Wealth Strategies, LLC | 87 | $16.9K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 88 | $17.1K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 90 | $17.5K | 0.01% | 00.0% | Unchanged |
| Knott David M Jr | 93 | $18.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 97 | $18.8K | 0.00% | +4+4.3% | Added |
| Colonial Trust Co | 99 | $19.0K | 0.00% | −8−7.5% | Reduced |
| PrairieView Partners, LLC | 102 | $19.0K | 0.00% | +1+1.0% | Added |
| Raffa Wealth Management, LLC | 99 | $19.2K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 105 | $20.0K | 0.01% | +42+66.7% | Added |
| Pacifica Partners Inc. | 101 | $20.0K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 104 | $20.2K | 0.01% | −77−42.5% | Reduced |
| Annapolis Financial Services, LLC | 104 | $20.2K | 0.01% | +4+4.0% | Added |