| Advocacy Wealth Management Services, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 4 | $0 | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 37 | $0 | 0.00% | +37 | New |
| First Command Advisory Services, Inc. | 1 | $0 | 0.00% | +1 | New |
| Lansing Street Advisors | 2 | $0 | 0.00% | +2 | New |
| Operose Advisors LLC | 12 | $1.00K | 0.00% | −2,034−99.4% | Reduced |
| Eagle Bay Advisors LLC | 14 | $1.00K | 0.00% | −1,725−99.2% | Reduced |
| Gould Capital, LLC | 6 | $1.00K | 0.00% | −163−96.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 12 | $1.00K | 0.00% | −75−86.2% | Reduced |
| Goodwin Investment Advisory | 12 | $1.00K | 0.00% | −63−84.0% | Reduced |
| Pittenger & Anderson Inc | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Deane Retirement Strategies, Inc. | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Advanced Research Investment Solutions, LLC | 12 | $1.00K | 0.00% | +12 | New |
| CFS Investment Advisory Services, LLC | 116,297 | $1.00K | 0.00% | +116,297 | New |
| Financial Enhancement Group LLC | 22 | $2.00K | 0.00% | −200−90.1% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 18 | $2.00K | 0.00% | −138−88.5% | Reduced |
| Schubert & Co | 25 | $2.00K | 0.00% | −25−50.0% | Reduced |
| Financial Connections Group, Inc. | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 22 | $2.00K | 0.00% | +7+46.7% | Added |
| Capital Advisory Group Advisory Services, LLC | 24 | $2.00K | 0.00% | +24 | New |
| Raffa Wealth Management, LLC | 23 | $2.10K | 0.00% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 35,517 | $3.00K | 0.00% | −45−0.1% | Reduced |
| Pacifica Partners Inc. | 28 | $3.00K | 0.00% | −291−91.2% | Reduced |
| FAI Wealth Management | 39 | $3.00K | 0.00% | −165−80.9% | Reduced |
| M&R Capital Management Inc | 41 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 38 | $3.00K | 0.00% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 34 | $3.00K | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 37 | $3.00K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 32 | $3.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 34 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 37 | $3.00K | 0.00% | +37 | New |
| 360 Financial, Inc. | 37 | $3.00K | 0.00% | +37 | New |
| Cyrus J. Lawrence, LLC | 31 | $3.00K | 0.00% | +31 | New |
| Tucker Asset Management LLC | 42 | $3.84K | 0.00% | −1,591−97.4% | Reduced |
| Lenox Wealth Advisors, LLC | 43 | $4.00K | 0.00% | −225−84.0% | Reduced |
| Acima Private Wealth, LLC | 48 | $4.00K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 48 | $4.00K | 0.00% | +25+108.7% | Added |
| Avion Wealth | 58 | $5.00K | 0.00% | −212−78.5% | Reduced |
| Baldrige Asset Management LLC | 59 | $5.00K | 0.00% | 00.0% | Unchanged |
| Corbenic Partners LLC | 50 | $5.00K | 0.00% | +50 | New |
| Cordant, Inc. | 50 | $5.00K | 0.00% | +50 | New |
| Halpern Financial, Inc. | 57 | $5.22K | 0.00% | −179−75.8% | Reduced |
| Arcadia Investment Advisors LLC | 62 | $5.67K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 61 | $6.00K | 0.00% | −138−69.3% | Reduced |
| West Oak Capital, LLC | 68 | $6.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 62 | $6.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 63 | $6.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 65 | $6.00K | 0.00% | +65 | New |
| Savior LLC | 63 | $6.00K | 0.00% | +63 | New |
| Ahrens Investment Partners LLC | 75 | $7.00K | 0.00% | −20−21.1% | Reduced |
| Capital Advisors, Ltd. LLC | 74 | $7.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 78 | $7.00K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 75 | $7.00K | 0.01% | 00.0% | Unchanged |
| Power Corp of Canada | 81 | $7.00K | 0.00% | +81 | New |
| Lloyd Advisory Services, LLC. | 82 | $8.00K | 0.00% | −8−8.9% | Reduced |
| Wolff Wiese Magana LLC | 92 | $8.00K | 0.01% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 91 | $8.00K | 0.01% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 95 | $8.00K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 103 | $9.00K | 0.00% | −136−56.9% | Reduced |
| Dougherty Wealth Advisers LLC | 93 | $9.00K | 0.01% | 00.0% | Unchanged |
| Steward Financial Group LLC | 101 | $9.00K | 0.01% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 93 | $9.00K | 0.00% | +9+10.7% | Added |
| Prestige Wealth Management Group LLC | 98 | $9.00K | 0.00% | +40+69.0% | Added |
| Capital Management Associates | 100 | $9.00K | 0.01% | +100 | New |
| Hoey Investments, Inc | 112 | $10.0K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 106 | $10.0K | 0.01% | 00.0% | Unchanged |
| Lavaca Capital LLC | 10,000 | $10.0K | 0.00% | +10,000 | New |
| US Asset Management LLC | 114 | $10.0K | 0.01% | +114 | New |
| Contravisory Investment Management, Inc. | 125 | $11.0K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 124 | $11.0K | 0.01% | 00.0% | Unchanged |
| Newton One Investments LLC | 124 | $11.0K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 132 | $12.0K | 0.01% | −12,338−98.9% | Reduced |
| SJS Investment Consulting Inc. | 134 | $12.0K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 127 | $12.0K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 134 | $12.0K | 0.00% | +9+7.2% | Added |
| Hoese & Co LLP | 129 | $12.0K | 0.01% | −1−0.8% | Reduced |
| Monolith Advisors | 129 | $12.0K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 144 | $12.0K | 0.01% | +144 | New |
| Loomis Sayles & Co L P | 140 | $13.0K | 0.00% | −68−32.7% | Reduced |
| Robbins Farley LLC | 143 | $13.0K | 0.01% | −42−22.7% | Reduced |
| Sterling Investment Advisors, Ltd. | 144 | $13.0K | 0.00% | −18−11.1% | Reduced |
| Bellwether Advisors, LLC | 148 | $13.0K | 0.00% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 133 | $13.0K | 0.01% | +133 | New |
| HighMark Wealth Management LLC | 158 | $14.0K | 0.01% | 00.0% | Unchanged |
| Norwood Financial Corp | 150 | $14.0K | 0.02% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 150 | $14.0K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 152 | $14.0K | 0.01% | +3+2.0% | Added |
| Baron Financial Group, LLC | 155 | $14.2K | 0.01% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 162 | $15.0K | 0.00% | −187−53.6% | Reduced |