| Pacific Center for Financial Services | 0 | $15 | 0.00% | 0 | Unchanged |
| Painted Porch Advisors LLC | 1 | $950 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $950 | 0.00% | +1 | New |
| Migdal Insurance & Financial Holdings Ltd. | 1 | $1.00K | 0.00% | +1 | New |
| 1620 Investment Advisors, Inc. | 1 | $1.08K | 0.00% | +1 | New |
| Pathway Financial Advisers, LLC | 1,046,131 | $1.10K | 0.00% | +1,044,962+89,389.4% | Added |
| Claris Advisors, LLC | 2 | $1.90K | 0.00% | +2 | New |
| JDM Financial Group LLC | 2 | $1.90K | 0.00% | +2 | New |
| Cherry Tree Wealth Management, LLC | 2 | $1.90K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 2 | $1.90K | 0.00% | +2 | New |
| Halpern Financial, Inc. | 2 | $1.92K | 0.00% | +2 | New |
| WealthCollab, LLC | 3 | $2.85K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $2.85K | 0.00% | +1+50.0% | Added |
| NVWM, LLC | 3 | $2.85K | 0.00% | +1+50.0% | Added |
| Burkett Financial Services, LLC | 3 | $2.85K | 0.00% | +3 | New |
| FWL Investment Management, LLC | 3 | $2.85K | 0.00% | +3 | New |
| C M Bidwell & Associates Ltd | 4 | $3.80K | 0.00% | +4 | New |
| TruNorth Capital Management, LLC | 4 | $3.80K | 0.00% | +4 | New |
| Abich Financial Wealth Management LLC | 4 | $4.26K | 0.01% | −12−75.0% | Reduced |
| Hoese & Co LLP | 5 | $4.75K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 5 | $4.75K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 5 | $4.75K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $4.75K | 0.00% | +2+66.7% | Added |
| Copley Financial Group, Inc. | 5 | $4.75K | 0.00% | +5 | New |
| Pineridge Advisors LLC | 5 | $4.77K | 0.00% | −7−58.3% | Reduced |
| Northwest Capital Management Inc | 6 | $5.70K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 6 | $5.70K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 6 | $5.70K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 7 | $6.22K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 7 | $6.65K | 0.00% | −13−65.0% | Reduced |
| Horizons Wealth Management | 7 | $6.65K | 0.01% | 00.0% | Unchanged |
| Chelsea Counsel Co | 7 | $6.65K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 7 | $6.65K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 8 | $7.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 8 | $7.00K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 8 | $7.60K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 8 | $7.60K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 9 | $8.55K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 10 | $9.49K | 0.00% | +10 | New |
| Frazier Financial Advisors, LLC | 10 | $9.50K | 0.01% | −3−23.1% | Reduced |
| Guardian Wealth Management, Inc. | 11 | $10.4K | 0.01% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 11 | $11.0K | 0.01% | −776−98.6% | Reduced |
| Cassady Schiller Wealth Management, LLC | 12 | $11.4K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 12 | $11.4K | 0.00% | +12 | New |
| Chilton Capital Management LLC | 12 | $11.4K | 0.00% | −99−89.2% | Reduced |
| Stephens Consulting, LLC | 12 | $11.4K | 0.00% | −13−52.0% | Reduced |
| Main Street Group, LTD | 13 | $12.3K | 0.00% | −1−7.1% | Reduced |
| Goodman Advisory Group, LLC | 13 | $12.3K | 0.00% | +5+62.5% | Added |
| New Millennium Group LLC | 14 | $13.1K | 0.01% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 14 | $13.3K | 0.00% | −47−77.0% | Reduced |
| Tributary Capital Management, LLC | 14 | $13.3K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 14 | $13.3K | 0.02% | +14 | New |
| Robinswood Financial LLC | 15 | $14.2K | 0.01% | +5+50.0% | Added |
| Anfield Capital Management, LLC | 15 | $14.2K | 0.01% | +15 | New |
| NewSquare Capital LLC | 16 | $15.2K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 17 | $16.1K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 17 | $16.1K | 0.00% | +10+142.9% | Added |
| Tucker Asset Management LLC | 19 | $18.0K | 0.00% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 19 | $18.0K | 0.01% | +19 | New |
| Darwin Advisors, LLC | 19 | $18.5K | 0.01% | +19 | New |
| M&R Capital Management Inc | 20 | $18.7K | 0.00% | +3+17.6% | Added |
| Pacifica Partners Inc. | 20 | $19.0K | 0.01% | 00.0% | Unchanged |
| City State Bank | 20 | $19.0K | 0.01% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 20 | $19.0K | 0.01% | 00.0% | Unchanged |
| Granite FO LLC | 20 | $19.0K | 0.01% | +20 | New |
| Aspect Partners, LLC | 22 | $20.9K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 22 | $20.9K | 0.01% | −19−46.3% | Reduced |
| Hobbs Group Advisors, LLC | 22 | $20.9K | 0.01% | +19+633.3% | Added |
| Creekmur Asset Management LLC | 23 | $21.7K | 0.01% | −5−17.9% | Reduced |
| Raffa Wealth Management, LLC | 25 | $23.7K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 25 | $23.7K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 26 | $24.7K | 0.02% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 26 | $25.0K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 27 | $25.6K | 0.01% | −15−35.7% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 27 | $25.6K | 0.01% | +16+145.5% | Added |
| FSA Wealth Management LLC | 27 | $25.6K | 0.01% | +27 | New |
| Sugarloaf Wealth Management, LLC | 27 | $25.8K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 28 | $26.6K | 0.01% | +2+7.7% | Added |
| DiNuzzo Private Wealth, Inc. | 28 | $26.6K | 0.00% | 00.0% | Unchanged |
| One River Asset Management, LLC | 29 | $27.4K | 0.03% | +29 | New |
| Old Point Trust & Financial Services N A | 30 | $28.5K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 30 | $28.5K | 0.02% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 30 | $28.5K | 0.01% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 32 | $30.4K | 0.05% | 00.0% | Unchanged |
| Financial Freedom, LLC | 32 | $30.5K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 34 | $32.3K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 34 | $32.3K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 36 | $32.5K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 35 | $33.0K | 0.01% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 35 | $33.2K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 36 | $34.0K | 0.01% | +3+9.1% | Added |
| Fairscale Capital, LLC | 37 | $35.1K | 0.03% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 38 | $36.0K | 0.01% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 38 | $36.1K | 0.01% | −93−71.0% | Reduced |
| Chesapeake Asset Management LLC | 38 | $36.1K | 0.03% | +1+2.7% | Added |
| Tidemark, LLC | 38 | $36.1K | 0.01% | +5+15.2% | Added |
| Reston Wealth Management LLC | 39 | $36.8K | 0.01% | +39 | New |
| Northwest Financial Advisors | 40 | $37.6K | 0.03% | +40 | New |
| McMahon Financial Advisors, LLC | 40 | $38.0K | 0.01% | +20+100.0% | Added |
| AlphaMark Advisors, LLC | 40 | $38.0K | 0.01% | 00.0% | Unchanged |