| Roble, Belko & Company, Inc | 2 | $0 | 0.00% | +2 | New |
| Fuller & Thaler Asset Management, Inc. | 0 | $17 | 0.00% | 0 | Unchanged |
| Bruce G. Allen Investments, LLC | 1 | $186 | 0.00% | −9−90.0% | Reduced |
| High Note Wealth, LLC | 1 | $186 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 1 | $186 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 1 | $187 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 2 | $373 | 0.00% | −28−93.3% | Reduced |
| DecisionPoint Financial, LLC | 3 | $529 | 0.00% | +3 | New |
| Blume Capital Management, Inc. | 3 | $559 | 0.00% | −5−62.5% | Reduced |
| Legacy Wealth Managment, LLC | 3 | $559 | 0.00% | −3−50.0% | Reduced |
| Legacy Investment Solutions, LLC | 3 | $559 | 0.00% | +3 | New |
| Halbert Hargrove Global Advisors, LLC | 3 | $637 | 0.00% | −20−87.0% | Reduced |
| BankPlus Trust Department | 4 | $745 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 4 | $745 | 0.00% | +2+100.0% | Added |
| IMA Wealth, Inc. | 4 | $745 | 0.00% | +4 | New |
| Strategic Wealth Partners, Ltd. | 4 | $745 | 0.00% | +4 | New |
| Atticus Wealth Management, LLC | 4 | $745 | 0.00% | +4 | New |
| Beaird Harris Wealth Management, LLC | 4 | $745 | 0.00% | +4 | New |
| Wolff Wiese Magana LLC | 5 | $931 | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 6 | $1.12K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 6 | $1.12K | 0.00% | +2+50.0% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 6 | $1.12K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 7 | $1.30K | 0.00% | +7 | New |
| Stephens Consulting, LLC | 9 | $1.68K | 0.00% | +9 | New |
| Atlantic Private Wealth, LLC | 9 | $1.75K | 0.00% | +9 | New |
| NVWM, LLC | 10 | $1.86K | 0.00% | −5−33.3% | Reduced |
| Signature Resources Capital Management, LLC | 10 | $1.86K | 0.00% | +10 | New |
| American Capital Advisory, LLC | 12 | $2.23K | 0.00% | +5+71.4% | Added |
| Ancora Advisors, LLC | 13 | $2.42K | 0.00% | −2−13.3% | Reduced |
| Prestige Wealth Management Group LLC | 13 | $2.42K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 14 | $2.61K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 14 | $2.61K | 0.00% | +7+100.0% | Added |
| HFM Investment Advisors, LLC | 14 | $2.61K | 0.00% | +9+180.0% | Added |
| LGT Financial Advisors LLC | 15 | $2.79K | 0.01% | +15 | New |
| Clean Yield Group | 16 | $2.98K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 16 | $2.98K | 0.00% | +6+60.0% | Added |
| Smallwood Wealth Investment Management, LLC | 16 | $3.11K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 17 | $3.17K | 0.00% | +13+325.0% | Added |
| Hughes Financial Services, LLC | 18 | $3.28K | 0.00% | −13−41.9% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 18 | $3.35K | 0.00% | +18 | New |
| Principia Wealth Advisory, LLC | 21 | $3.91K | 0.00% | +5+31.3% | Added |
| Pineridge Advisors LLC | 21 | $3.92K | 0.00% | −5−19.2% | Reduced |
| Valued Wealth Advisors LLC | 21 | $3.95K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 22 | $4.09K | 0.00% | −56−71.8% | Reduced |
| Financial Management Professionals, Inc. | 23 | $4.28K | 0.00% | +6+35.3% | Added |
| Addison Advisors LLC | 23 | $4.28K | 0.00% | +7+43.8% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 23 | $4.34K | 0.00% | +23 | New |
| Richard W. Paul & Associates, LLC | 24 | $4.47K | 0.00% | −11−31.4% | Reduced |
| Tortoise Investment Management, LLC | 27 | $5.03K | 0.00% | +19+237.5% | Added |
| Kilter Group LLC | 29 | $5.40K | 0.00% | +29 | New |
| Rosenberg Matthew Hamilton | 30 | $5.58K | 0.00% | 00.0% | Unchanged |
| Trust Co | 31 | $5.77K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 33 | $5.82K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 33 | $6.14K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 33 | $6.14K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 33 | $6.14K | 0.00% | +33 | New |
| Salem Investment Counselors Inc | 33 | $6.14K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 34 | $6.33K | 0.00% | −33−49.3% | Reduced |
| Bare Financial Services, Inc | 34 | $6.33K | 0.00% | +23+209.1% | Added |
| Winch Advisory Services, LLC | 35 | $6.58K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 37 | $6.85K | 0.00% | +2+5.7% | Added |
| Proffitt & Goodson Inc | 37 | $6.89K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 38 | $7.07K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 39 | $7.26K | 0.00% | +3+8.3% | Added |
| Belmont Capital, LLC | 40 | $7.45K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 40 | $7.45K | 0.00% | −30−42.9% | Reduced |
| Dogwood Wealth Management LLC | 42 | $7.54K | 0.00% | +24+133.3% | Added |
| WealthTrak Capital Management LLC | 43 | $8.00K | 0.01% | −1−2.3% | Reduced |
| First Command Advisory Services, Inc. | 43 | $8.00K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 45 | $8.38K | 0.00% | +15+50.0% | Added |
| Asset Dedication, LLC | 46 | $8.56K | 0.00% | −23−33.3% | Reduced |
| New England Capital Financial Advisors LLC | 48 | $8.93K | 0.00% | +31+182.4% | Added |
| Atlantic Edge Private Wealth Management, LLC | 48 | $8.94K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 49 | $9.04K | 0.00% | +49 | New |
| Sachetta, LLC | 49 | $9.12K | 0.00% | +15+44.1% | Added |
| New Millennium Group LLC | 52 | $9.68K | 0.01% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 179 | $9.69K | 0.11% | −206−53.5% | Reduced |
| SOA Wealth Advisors, LLC. | 9,701 | $9.70K | 0.00% | −370−3.7% | Reduced |
| Meeder Asset Management Inc | 53 | $9.87K | 0.00% | −100−65.4% | Reduced |
| Highline Wealth Partners LLC | 55 | $10.2K | 0.00% | +6+12.2% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 57 | $10.6K | 0.01% | −16−21.9% | Reduced |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 60 | $11.2K | 0.00% | +60 | New |
| HighMark Wealth Management LLC | 61 | $11.4K | 0.01% | −15−19.7% | Reduced |
| Dunhill Financial, LLC | 61 | $11.4K | 0.00% | +1+1.7% | Added |
| Abound Wealth Management | 66 | $12.3K | 0.00% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 66 | $12.3K | 0.01% | +66 | New |
| TFC Financial Management | 66 | $12.3K | 0.00% | +24+57.1% | Added |
| Arlington Trust Co LLC | 69 | $12.8K | 0.00% | +19+38.0% | Added |
| Heritage Wealth Advisors | 70 | $13.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 70 | $13.0K | 0.00% | +10+16.7% | Added |
| Cornerstone Planning Group LLC | 73 | $13.1K | 0.00% | +21+40.4% | Added |
| Sierra Ocean, LLC | 71 | $13.2K | 0.01% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 73 | $13.6K | 0.01% | +19+35.2% | Added |
| Caldwell Sutter Capital, Inc. | 73 | $13.7K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 76 | $14.1K | 0.00% | +6+8.6% | Added |
| Bank of Jackson Hole Trust | 85 | $15.8K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 85 | $15.8K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 87 | $16.2K | 0.01% | +87 | New |
| Decker Retirement Planning Inc. | 94 | $17.5K | 0.01% | +94 | New |
| DiNuzzo Private Wealth, Inc. | 96 | $17.9K | 0.00% | +1+1.1% | Added |