| Roble, Belko & Company, Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $16 | 0.00% | 0 | New |
| Moisand Fitzgerald Tamayo, LLC | 1 | $216 | 0.00% | −15−93.8% | Reduced |
| Tennessee Valley Asset Management Partners | 1 | $227 | 0.00% | +1 | New |
| New Millennium Group LLC | 1 | $239 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 2 | $434 | 0.00% | −3−60.0% | Reduced |
| PEAK6 Investments LLC | 3 | $546 | 0.00% | +3 | New |
| Cornerstone Planning Group LLC | 3 | $648 | 0.00% | −42−93.3% | Reduced |
| Stuart Chaussee & Associates, Inc. | 3 | $648 | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 4 | $863 | 0.00% | +4 | New |
| Legend Financial Advisors, Inc. | 4 | $864 | 0.00% | +4 | New |
| Able Wealth Management LLC | 4 | $864 | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 5 | $985 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 2 | $1.00K | 0.00% | −2−50.0% | Reduced |
| VitalStone Financial, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 5 | $1.08K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 5 | $1.08K | 0.00% | +5 | New |
| Sofos Investments, Inc. | 5 | $1.21K | 0.00% | −45−90.0% | Reduced |
| Tidemark, LLC | 6 | $1.29K | 0.00% | +6 | New |
| Delos Wealth Advisors, LLC | 6 | $1.30K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 8 | $1.83K | 0.00% | +8 | New |
| Semmax Financial Advisors Inc. | 11 | $2.09K | 0.00% | +11 | New |
| NVWM, LLC | 10 | $2.23K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 11 | $2.38K | 0.00% | −78−87.6% | Reduced |
| Byrne Asset Management LLC | 12 | $2.60K | 0.00% | +12 | New |
| Boyd Watterson Asset Management LLC | 13 | $2.81K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 13 | $2.81K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 15 | $3.18K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 16 | $3.46K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 18 | $3.89K | 0.00% | −1−5.3% | Reduced |
| M&R Capital Management Inc | 18 | $3.89K | 0.00% | +18 | New |
| Tower View Investment Management & Research LLC | 21 | $4.00K | 0.00% | +1+5.0% | Added |
| Coston, McIsaac & Partners | 21 | $4.00K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 19 | $4.10K | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 19 | $4.10K | 0.00% | +19 | New |
| JDM Financial Group LLC | 20 | $4.32K | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 21 | $4.53K | 0.00% | +21 | New |
| Investors Research Corp | 22 | $4.75K | 0.00% | −87−79.8% | Reduced |
| TFC Financial Management | 22 | $4.75K | 0.00% | −1−4.3% | Reduced |
| Fortitude Family Office, LLC | 23 | $4.96K | 0.00% | +23 | New |
| TSFG, LLC | 23 | $5.00K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 23 | $5.02K | 0.01% | −1−4.2% | Reduced |
| DiNuzzo Private Wealth, Inc. | 24 | $5.18K | 0.00% | +24 | New |
| NewSquare Capital LLC | 25 | $5.40K | 0.00% | −41−62.1% | Reduced |
| Signature Resources Capital Management, LLC | 25 | $5.40K | 0.00% | +25 | New |
| Criterion Capital Advisors, LLC | 26 | $5.61K | 0.00% | +26 | New |
| Kelly Financial Services LLC | 27 | $5.83K | 0.00% | +3+12.5% | Added |
| Country Trust Bank | 27 | $5.83K | 0.00% | +16+145.5% | Added |
| Keener Financial Planning LLC | 30 | $6.00K | 0.00% | +30 | New |
| Vima LLC | 28 | $6.04K | 0.01% | +28 | New |
| Laurel Wealth Advisors LLC | 28 | $6.04K | 0.00% | −15−34.9% | Reduced |
| Colonial Trust Advisors | 28 | $6.04K | 0.00% | +3+12.0% | Added |
| Coppell Advisory Solutions LLC | 29 | $6.26K | 0.00% | +26+866.7% | Added |
| Westside Investment Management, Inc. | 30 | $6.48K | 0.00% | +4+15.4% | Added |
| United Community Bank | 31 | $6.69K | 0.00% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 35 | $6.77K | 0.00% | +35 | New |
| Davidson Capital Management Inc. | 32 | $6.91K | 0.00% | −7,857−99.6% | Reduced |
| Avion Wealth | 32 | $7.00K | 0.00% | +21+190.9% | Added |
| Caitlin John, LLC | 33 | $7.09K | 0.01% | +33 | New |
| Mascoma Wealth Management LLC | 34 | $7.34K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 34 | $7.34K | 0.00% | +10+41.7% | Added |
| West Financial Advisors, LLC | 36 | $7.77K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 38 | $8.10K | 0.01% | +38 | New |
| RFP Financial Group LLC | 38 | $8.20K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 43 | $9.28K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 44 | $9.50K | 0.00% | +44 | New |
| WealthCollab, LLC | 46 | $9.93K | 0.01% | +46 | New |
| Northwest Capital Management Inc | 48 | $10.4K | 0.00% | +15+45.5% | Added |
| Financial Perspectives, Inc | 50 | $10.8K | 0.00% | −14−21.9% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 50 | $10.8K | 0.00% | +50 | New |
| Rockbridge Investment Management, LCC | 50 | $10.8K | 0.00% | +50 | New |
| Duncker Streett & Co Inc | 52 | $11.2K | 0.00% | −16−23.5% | Reduced |
| 4Thought Financial Group Inc. | 52 | $11.2K | 0.01% | +52 | New |
| Bellevue Asset Management, LLC | 52 | $11.4K | 0.01% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 57 | $12.2K | 0.01% | +1+1.8% | Added |
| McGlone Suttner Wealth Management, Inc. | 57 | $12.2K | 0.00% | +57 | New |
| Pineridge Advisors LLC | 57 | $12.3K | 0.00% | +57 | New |
| Cherry Tree Wealth Management, LLC | 62 | $13.4K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 63 | $13.6K | 0.01% | 00.0% | Unchanged |
| WFA Asset Management Corp | 66 | $14.2K | 0.01% | +1+1.5% | Added |
| Versant Capital Management, Inc | 66 | $14.2K | 0.00% | +11+20.0% | Added |
| Northwest Financial Advisors | 69 | $14.8K | 0.01% | +69 | New |
| Barrett & Company, Inc. | 69 | $14.9K | 0.01% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 69 | $14.9K | 0.01% | +69 | New |
| Scarborough Advisors, LLC | 69 | $14.9K | 0.00% | +69 | New |
| Long Island Wealth Management, Inc. | 69 | $15.0K | 0.01% | +69 | New |
| Livelsberger Financial Advisory | 70 | $15.0K | 0.01% | +70 | New |
| Pacific Center for Financial Services | 70 | $15.1K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 70 | $15.1K | 0.01% | +70 | New |
| Tradewinds Capital Management, LLC | 71 | $15.3K | 0.01% | +1+1.4% | Added |
| Proffitt & Goodson Inc | 71 | $15.3K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 72 | $15.6K | 0.00% | −52−41.9% | Reduced |
| Quarry LP | 77 | $16.6K | 0.01% | +77 | New |
| Beacon Capital Management, LLC | 104 | $17.1K | 0.00% | −5−4.6% | Reduced |
| JNBA Financial Advisors | 79 | $17.1K | 0.00% | −2−2.5% | Reduced |
| Frazier Financial Advisors, LLC | 82 | $17.7K | 0.02% | +82 | New |
| Evergreen Private Wealth LLC | 83 | $17.9K | 0.01% | +83 | New |
| Activest Wealth Management | 89 | $19.2K | 0.01% | +60+206.9% | Added |
| Fairfield Financial Advisors, LTD | 90 | $19.4K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 92 | $19.9K | 0.00% | 00.0% | Unchanged |