| MJT & Associates Financial Advisory Group, Inc. | 0 | $24 | 0.00% | −1−100.0% | Reduced |
| Dogwood Wealth Management LLC | 0 | $69 | 0.00% | −59−100.0% | Reduced |
| Delta Asset Management LLC | 1 | $441 | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 1 | $441 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 2 | $716 | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 2 | $881 | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 3 | $1.32K | 0.00% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 3 | $1.32K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 3 | $1.46K | 0.00% | +3 | New |
| Slocum, Gordon & Co LLP | 3 | $1.51K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 4 | $1.76K | 0.00% | 00.0% | Unchanged |
| Total Investment Management Inc | 5 | $2.05K | 0.00% | −869−99.4% | Reduced |
| American Capital Advisory, LLC | 7 | $2.90K | 0.00% | −153−95.6% | Reduced |
| MPWM Advisory Solutions, LLC | 7 | $3.08K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 8 | $3.52K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 9 | $3.97K | 0.00% | 00.0% | Unchanged |
| TCM Advisors, LLC | – | $3.97K | 0.00% | – | – |
| Annis Gardner Whiting Capital Advisors, LLC | 9 | $3.98K | 0.00% | +9 | New |
| TSFG, LLC | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 10 | $4.41K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 10 | $4.41K | 0.00% | +10 | New |
| Morse Asset Management, Inc | 10 | $4.46K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 15 | $6.61K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 15 | $6.61K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 15 | $6.61K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 15 | $6.61K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 17 | $7.49K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 17 | $7.49K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 18 | $7.93K | 0.00% | +18 | New |
| Park Place Capital Corp | 19 | $8.45K | 0.00% | +19 | New |
| Eukles Asset Management | 22 | $9.69K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 23 | $10.1K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 25 | $11.0K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 25 | $11.0K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 31 | $13.7K | 0.01% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 33 | $14.1K | 0.01% | +1+3.1% | Added |
| Umb Bank N A | 33 | $14.5K | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 33 | $14.5K | 0.00% | +33 | New |
| Transce3nd, LLC | 34 | $15.0K | 0.01% | +11+47.8% | Added |
| Creative Capital Management Investments LLC | 38 | $16.7K | 0.01% | +38 | New |
| Koesten, Hirschmann & Crabtree, INC. | 40 | $17.6K | 0.01% | +40 | New |
| Cetera Trust Company, N.A | 40 | $17.6K | 0.01% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 40 | $17.8K | 0.01% | +40 | New |
| Access Investment Management LLC | 45 | $19.8K | 0.01% | +45 | New |
| Pflug Koory, LLC | 45 | $19.9K | 0.01% | −21−31.8% | Reduced |
| PrairieView Partners, LLC | 47 | $20.0K | 0.00% | +47 | New |
| Lowe Wealth Advisors, LLC | 46 | $20.3K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 47 | $20.9K | 0.00% | −108−69.7% | Reduced |
| Deane Retirement Strategies, Inc. | 50 | $22.0K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 51 | $22.5K | 0.00% | −20−28.2% | Reduced |
| Riverview Trust Co | 52 | $22.9K | 0.03% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 53 | $23.4K | 0.00% | 00.0% | Unchanged |
| Luminist Capital LLC | 55 | $24.4K | 0.02% | −4−6.8% | Reduced |
| Horrell Capital Management, Inc. | 56 | $24.7K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 57 | $25.0K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 57 | $25.1K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 61 | $26.9K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 61 | $26.9K | 0.00% | +50+454.5% | Added |
| Mount Yale Investment Advisors, LLC | 61 | $27.0K | 0.00% | +61 | New |
| Halbert Hargrove Global Advisors, LLC | 62 | $27.3K | 0.00% | −62−50.0% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 66 | $27.5K | 0.01% | +66 | New |
| Farmers & Merchants Investments Inc | 63 | $27.8K | 0.00% | −62−49.6% | Reduced |
| LRI Investments, LLC | 63 | $27.8K | 0.00% | 00.0% | Unchanged |
| Family Legacy Financial Solutions, LLC | 63 | $28.2K | 0.02% | +63 | New |
| DHJJ Financial Advisors, Ltd. | 66 | $29.1K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 66 | $29.1K | 0.00% | +60+1,000.0% | Added |
| Volterra Technologies LP | 69 | $30.4K | 0.04% | +69 | New |
| Pineridge Advisors LLC | 74 | $32.5K | 0.01% | +74 | New |
| Toth Financial Advisory Corp | 76 | $33.7K | 0.00% | −50−39.7% | Reduced |
| Chilton Capital Management LLC | 79 | $34.7K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 80 | $35.3K | 0.03% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 88 | $38.8K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 90 | $39.7K | 0.02% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 92 | $40.5K | 0.01% | +1+1.1% | Added |
| St Germain D J Co Inc | 93 | $41.0K | 0.00% | +13+16.3% | Added |
| Trust Co of Toledo NA | 94 | $41.4K | 0.00% | +94 | New |
| Smartleaf Asset Management LLC | 97 | $42.5K | 0.00% | +97 | New |
| Rakuten Securities, Inc. | 100 | $44.1K | 0.02% | −12−10.7% | Reduced |
| First Command Advisory Services, Inc. | 100 | $44.1K | 0.00% | +100 | New |
| Your Advocates Ltd., LLP | 101 | $44.3K | 0.02% | +46+83.6% | Added |
| Prestige Wealth Management Group LLC | 102 | $45.0K | 0.01% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 103 | $45.4K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 108 | $47.6K | 0.01% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 110 | $48.5K | 0.04% | 00.0% | Unchanged |
| Graney & King, LLC | 119 | $52.3K | 0.04% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 120 | $52.9K | 0.04% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 125 | $55.1K | 0.01% | 00.0% | Unchanged |
| Crews Bank & Trust | 125 | $55.1K | 0.01% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 126 | $55.5K | 0.03% | 00.0% | Unchanged |
| Security National Bank | 130 | $57.3K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 131 | $58.0K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 139 | $61.4K | 0.01% | +20+16.8% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 142 | $62.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 142 | $62.6K | 0.01% | +142 | New |
| Comprehensive Financial Planning, Inc. | 142 | $62.6K | 0.05% | +1+0.7% | Added |
| North Ridge Wealth Advisors, Inc. | 144 | $63.5K | 0.04% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 144 | $63.7K | 0.02% | 00.0% | Unchanged |
| Truvestments Capital LLC | 147 | $64.6K | 0.01% | +1+0.7% | Added |
| Smallwood Wealth Investment Management, LLC | 150 | $66.1K | 0.04% | 00.0% | Unchanged |