| Roble, Belko & Company, Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 0 | $38 | 0.00% | 0 | Unchanged |
| DecisionPoint Financial, LLC | 1 | $361 | 0.00% | +1 | New |
| Manchester Capital Management LLC | 1 | $363 | 0.00% | −1−50.0% | Reduced |
| Motco | 1 | $363 | 0.00% | +1 | New |
| USA Financial Formulas | 1 | $363 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 1 | $363 | 0.00% | +1 | New |
| Downshift Financial, LLC | 1 | $363 | 0.00% | +1 | New |
| Planning Strategies Inc. | 1 | $363 | 0.00% | +1 | New |
| Seneschal Advisors, LLC | 2 | $726 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 2 | $726 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 2 | $726 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 2 | $726 | 0.00% | +1+100.0% | Added |
| Bogart Wealth, LLC | 2 | $726 | 0.00% | +2 | New |
| Avion Wealth | 5 | $1.00K | 0.00% | +4+400.0% | Added |
| Navigoe, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Financial Management Professionals, Inc. | 3 | $1.09K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 3 | $1.09K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 3 | $1.09K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 3 | $1.09K | 0.00% | +1+50.0% | Added |
| Raffa Wealth Management, LLC | 3 | $1.09K | 0.00% | +3 | New |
| Bellevue Asset Management, LLC | 3 | $1.09K | 0.00% | +3 | New |
| Cape Investment Advisory, Inc. | 3 | $1.09K | 0.00% | +3 | New |
| Ares Financial Consulting, LLC | 3 | $1.09K | 0.00% | +3 | New |
| Strengthening Families & Communities, LLC | 3 | $1.09K | 0.00% | +3 | New |
| Basepoint Wealth LLC | 3 | $1.11K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 3 | $1.13K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 4 | $1.45K | 0.00% | −801−99.5% | Reduced |
| Whipplewood Advisors, LLC | 4 | $1.45K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 4 | $1.45K | 0.00% | +4 | New |
| Rakuten Securities, Inc. | 5 | $1.81K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 6 | $2.18K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 6 | $2.18K | 0.00% | +1+20.0% | Added |
| Activest Wealth Management | 6 | $2.18K | 0.00% | +5+500.0% | Added |
| Hughes Financial Services, LLC | 6 | $2.18K | 0.00% | +5+500.0% | Added |
| HHM Wealth Advisors, LLC | 6 | $2.18K | 0.00% | +6 | New |
| Trust Co of Vermont | 7 | $2.54K | 0.00% | +7 | New |
| DiNuzzo Private Wealth, Inc. | 7 | $2.54K | 0.00% | −5−41.7% | Reduced |
| Bell Investment Advisors, Inc | 7 | $2.54K | 0.00% | +2+40.0% | Added |
| HFM Investment Advisors, LLC | 7 | $2.54K | 0.00% | +3+75.0% | Added |
| Dunhill Financial, LLC | 7 | $2.87K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 8 | $2.90K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 9 | $3.27K | 0.00% | +2+28.6% | Added |
| Highline Wealth Partners LLC | 9 | $3.27K | 0.00% | +2+28.6% | Added |
| Cromwell Holdings LLC | 9 | $3.27K | 0.00% | +3+50.0% | Added |
| First Command Advisory Services, Inc. | 10 | $3.63K | 0.00% | −4−28.6% | Reduced |
| JPL Wealth Management, LLC | 10 | $3.63K | 0.00% | −2−16.7% | Reduced |
| South State Corp. | 10 | $3.63K | 0.00% | +2+25.0% | Added |
| N.E.W. Advisory Services LLC | 10 | $3.63K | 0.00% | +10 | New |
| Creative Capital Management Investments LLC | 11 | $3.99K | 0.00% | +11 | New |
| Retirement Wealth Solutions LLC | 11 | $3.99K | 0.00% | +5+83.3% | Added |
| Cornerstone Planning Group LLC | 13 | $4.29K | 0.00% | −21−61.8% | Reduced |
| Rialto Wealth Management, LLC | 12 | $4.35K | 0.00% | +3+33.3% | Added |
| Altshuler Shaham Ltd | 13 | $4.72K | 0.00% | +2+18.2% | Added |
| High Note Wealth, LLC | 14 | $5.08K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 14 | $5.08K | 0.00% | +14 | New |
| Sachetta, LLC | 16 | $5.80K | 0.00% | −5−23.8% | Reduced |
| Union Savings Bank | 16 | $5.80K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 17 | $6.17K | 0.00% | −22−56.4% | Reduced |
| UMA Financial Services, Inc. | 17 | $6.17K | 0.00% | +4+30.8% | Added |
| CBIZ Investment Advisory Services, LLC | 19 | $6.34K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 19 | $6.89K | 0.00% | +19 | New |
| First Horizon Corp | 19 | $6.89K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 20 | $7.25K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 20 | $7.25K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 20 | $7.25K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 20 | $7.25K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 21 | $7.62K | 0.00% | 00.0% | Unchanged |
| Allianz SE | 24 | $8.71K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 24 | $8.73K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 25 | $9.07K | 0.00% | −3−10.7% | Reduced |
| Harbor Investment Advisory, LLC | 25 | $9.07K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 25 | $9.07K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 25 | $9.07K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 25 | $9.07K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 25 | $9.07K | 0.00% | +11+78.6% | Added |
| Bare Financial Services, Inc | 25 | $9.07K | 0.00% | +21+525.0% | Added |
| Spire Wealth Management | 26 | $9.55K | 0.00% | −65−71.4% | Reduced |
| Fortitude Family Office, LLC | 27 | $9.79K | 0.00% | −4−12.9% | Reduced |
| EFG International AG | 27 | $9.79K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 27 | $9.79K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 27 | $9.79K | 0.00% | +27 | New |
| Wilkerson Advisory Group LLC | 30 | $10.9K | 0.00% | −9−23.1% | Reduced |
| Asset Dedication, LLC | 32 | $11.6K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 33 | $12.0K | 0.01% | +29+725.0% | Added |
| Salomon & Ludwin, LLC | 34 | $12.3K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 35 | $12.7K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 36 | $13.1K | 0.00% | −2−5.3% | Reduced |
| JFS Wealth Advisors, LLC | 36 | $13.1K | 0.00% | −2−5.3% | Reduced |
| Atlantic Trust, LLC | 36 | $13.1K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 37 | $13.4K | 0.00% | +22+146.7% | Added |
| Keating Financial Advisory Services, Inc. | 42 | $15.2K | 0.00% | −3−6.7% | Reduced |
| Prestige Wealth Management Group LLC | 44 | $16.0K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 46 | $16.7K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 48 | $17.3K | 0.00% | −1−2.0% | Reduced |
| Security National Bank | 50 | $18.1K | 0.00% | +15+42.9% | Added |
| SJS Investment Consulting Inc. | 50 | $18.1K | 0.00% | +31+163.2% | Added |
| Versant Capital Management, Inc | 53 | $19.2K | 0.00% | −18−25.4% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 54 | $20.0K | 0.00% | −196−78.4% | Reduced |
| Centerpoint Advisors, LLC | 54 | $20.0K | 0.01% | −1−1.8% | Reduced |