| Financial Management Professionals, Inc. | 6 | $0 | 0.00% | +6 | New |
| West Branch Capital LLC | 1 | $39 | 0.00% | +1 | New |
| Private Wealth Management Group, LLC | 1 | $73 | 0.00% | −14−93.3% | Reduced |
| Mendota Financial Group, LLC | 1 | $73 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 2 | $144 | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 2 | $145 | 0.00% | +2 | New |
| Valued Wealth Advisors LLC | 3 | $217 | 0.00% | −1−25.0% | Reduced |
| Bear Mountain Capital, Inc. | 4 | $280 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 5 | $360 | 0.00% | +5 | New |
| FinTrust Capital Advisors, LLC | 5 | $361 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 6 | $433 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 7 | $504 | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 7 | $504 | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 7 | $505 | 0.00% | −9−56.3% | Reduced |
| Financial Network Wealth Advisors LLC | 8 | $576 | 0.00% | +6+300.0% | Added |
| Riverview Trust Co | 8 | $576 | 0.00% | +8 | New |
| SOA Wealth Advisors, LLC. | 9 | $648 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 9 | $648 | 0.00% | +9 | New |
| LRI Investments, LLC | 13 | $702 | 0.00% | +13 | New |
| McIlrath & Eck, LLC | 10 | $720 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 10 | $721 | 0.00% | −65−86.7% | Reduced |
| Planning Capital Management Corp | 10 | $721 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 11 | $775 | 0.00% | −10−47.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11 | $792 | 0.00% | +11 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 13 | $936 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $937 | 0.00% | −7−35.0% | Reduced |
| Mattson Financial Services, LLC | 14 | $986 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 16 | $1.00K | 0.00% | −35−68.6% | Reduced |
| Avion Wealth | 27 | $1.00K | 0.00% | −11−28.9% | Reduced |
| Penserra Capital Management LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 15 | $1.08K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 17 | $1.22K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 17 | $1.23K | 0.00% | −31−64.6% | Reduced |
| Investors Research Corp | 18 | $1.30K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 18 | $1.30K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 19 | $1.37K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 19 | $1.37K | 0.00% | −17−47.2% | Reduced |
| Carolinas Wealth Consulting LLC | 20 | $1.44K | 0.00% | −38−65.5% | Reduced |
| MCF Advisors LLC | 21 | $1.51K | 0.00% | +5+31.3% | Added |
| Newbridge Financial Services Group, Inc. | 22 | $1.58K | 0.00% | −125−85.0% | Reduced |
| Provenance Wealth Advisors, LLC | 22 | $1.58K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 23 | $1.66K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 24 | $1.73K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 25 | $1.80K | 0.00% | −13−34.2% | Reduced |
| Macroview Investment Management LLC | 25 | $1.80K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 28 | $2.02K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 30 | $2.16K | 0.00% | +30 | New |
| Hoey Investments, Inc | 32 | $2.25K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 34 | $2.45K | 0.00% | +28+466.7% | Added |
| Hilltop National Bank | 35 | $2.52K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 37 | $2.66K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 37 | $2.67K | 0.00% | −9−19.6% | Reduced |
| Harbor Investment Advisory, LLC | 39 | $2.81K | 0.00% | −526−93.1% | Reduced |
| Smithfield Trust Co | 45 | $3.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 42 | $3.02K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 43 | $3.10K | 0.00% | +12+38.7% | Added |
| CoreCap Advisors, LLC | 44 | $3.17K | 0.00% | +7+18.9% | Added |
| Trust Co of Vermont | 45 | $3.24K | 0.00% | −97−68.3% | Reduced |
| St. Johns Investment Management Company, LLC | 45 | $3.24K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 48 | $3.46K | 0.00% | −1,307−96.5% | Reduced |
| Raleigh Capital Management Inc. | 50 | $3.60K | 0.00% | −20−28.6% | Reduced |
| Birch Capital Management, LLC | 50 | $3.60K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 52 | $3.75K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 52 | $3.75K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 53 | $3.82K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 55 | $3.96K | 0.00% | −26−32.1% | Reduced |
| Caldwell Sutter Capital, Inc. | 55 | $3.96K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 50 | $3.98K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 58 | $4.18K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 64 | $4.61K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 65 | $4.68K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 67 | $4.83K | 0.00% | +4+6.3% | Added |
| Cornerstone Planning Group LLC | 70 | $4.84K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 89 | $5.00K | 0.00% | +89 | New |
| CVA Family Office, LLC | 72 | $5.18K | 0.00% | +41+132.3% | Added |
| AdvisorNet Financial, Inc | 74 | $5.29K | 0.00% | +2+2.8% | Added |
| GPS Wealth Strategies Group, LLC | 75 | $5.40K | 0.00% | −114−60.3% | Reduced |
| Legacy Investment Solutions, LLC | 100 | $5.61K | 0.00% | +100 | New |
| Legacy Wealth Managment, LLC | 100 | $5.61K | 0.00% | +100 | New |
| Proffitt & Goodson Inc | 78 | $5.62K | 0.00% | +61+358.8% | Added |
| Continuum Advisory, LLC | 107 | $5.78K | 0.00% | −47−30.5% | Reduced |
| Versant Capital Management, Inc | 86 | $6.19K | 0.00% | −35−28.9% | Reduced |
| Dunhill Financial, LLC | 92 | $6.65K | 0.00% | +61+196.8% | Added |
| Tompkins Financial Corp | 100 | $7.20K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $7.20K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 100 | $7.20K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 100 | $7.20K | 0.00% | +100 | New |
| Mizuho Securities Co. Ltd. | 100 | $7.20K | 0.02% | +100 | New |
| Johnson Financial Group, Inc. | 103 | $7.42K | 0.00% | −17−14.2% | Reduced |
| Battery Global Advisors, LLC | 111 | $7.99K | 0.00% | +111 | New |
| Addison Advisors LLC | 119 | $8.57K | 0.00% | +35+41.7% | Added |
| Hantz Financial Services, Inc. | 119 | $9.00K | 0.00% | −18,784−99.4% | Reduced |
| Annapolis Financial Services, LLC | 125 | $9.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 127 | $9.15K | 0.00% | −66−34.2% | Reduced |
| Jaffetilchin Investment Partners, LLC | 129 | $9.29K | 0.00% | +129 | New |
| Coppell Advisory Solutions LLC | 128 | $9.50K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 140 | $10.1K | 0.00% | −135−49.1% | Reduced |
| Venturi Wealth Management, LLC | 140 | $10.1K | 0.00% | +6+4.5% | Added |
| Sugarloaf Wealth Management, LLC | 144 | $10.4K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 146 | $10.5K | 0.00% | 00.0% | Unchanged |