| Wood Tarver Financial Group, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 1 | $307 | 0.00% | +1 | New |
| Logan Capital Management Inc | 1 | $404 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $404 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1 | $404 | 0.00% | +1 | New |
| Maseco LLP | 1 | $404 | 0.00% | +1 | New |
| Breakwater Investment Management | 1 | $405 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 1 | $407 | 0.00% | +1 | New |
| Sachetta, LLC | 2 | $809 | 0.00% | −9−81.8% | Reduced |
| TFC Financial Management | 2 | $809 | 0.00% | −1−33.3% | Reduced |
| Beaird Harris Wealth Management, LLC | 2 | $809 | 0.00% | +2 | New |
| American Capital Advisory, LLC | 2 | $809 | 0.00% | +2 | New |
| BankPlus Trust Department | 3 | $1.21K | 0.00% | −44−93.6% | Reduced |
| Highline Wealth Partners LLC | 3 | $1.21K | 0.00% | −4−57.1% | Reduced |
| Wolff Wiese Magana LLC | 3 | $1.21K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 3 | $1.21K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 3 | $1.21K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 3 | $1.21K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 3 | $1.21K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 3 | $1.21K | 0.00% | +1+50.0% | Added |
| HFM Investment Advisors, LLC | 3 | $1.21K | 0.00% | +2+200.0% | Added |
| Financial Management Professionals, Inc. | 3 | $1.21K | 0.00% | +3 | New |
| Stephens Consulting, LLC | 3 | $1.21K | 0.00% | +3 | New |
| Rialto Wealth Management, LLC | 3 | $1.21K | 0.00% | +3 | New |
| Kilter Group LLC | 3 | $1.21K | 0.00% | +3 | New |
| Dogwood Wealth Management LLC | 4 | $1.60K | 0.00% | +3+300.0% | Added |
| Bay Harbor Wealth Management, LLC | 4 | $1.62K | 0.00% | +2+100.0% | Added |
| Trust Co of Toledo NA | 4 | $1.62K | 0.00% | +4 | New |
| Principia Wealth Advisory, LLC | 4 | $1.62K | 0.00% | +4 | New |
| Raffa Wealth Management, LLC | 5 | $2.02K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 9 | $2.19K | 0.00% | +2+28.6% | Added |
| Bellevue Asset Management, LLC | 6 | $2.42K | 0.00% | −1−14.3% | Reduced |
| Solstein Capital, LLC | 6 | $2.42K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 6 | $2.42K | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 6 | $2.43K | 0.00% | −4−40.0% | Reduced |
| Dunhill Financial, LLC | 6 | $2.53K | 0.00% | −12−66.7% | Reduced |
| Country Trust Bank | 8 | $3.23K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 8 | $3.23K | 0.00% | +7+700.0% | Added |
| Kestra Investment Management, LLC | 8 | $3.36K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 9 | $3.64K | 0.00% | −2−18.2% | Reduced |
| First Pacific Financial | 9 | $3.64K | 0.00% | +9 | New |
| Ameritas Advisory Services, LLC | 9 | $3.64K | 0.00% | +9 | New |
| Global X Japan Co., Ltd. | 9 | $3.64K | 0.00% | +9 | New |
| LGT Financial Advisors LLC | 10 | $4.04K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 10 | $4.04K | 0.00% | +2+25.0% | Added |
| Bogart Wealth, LLC | 10 | $4.04K | 0.00% | +2+25.0% | Added |
| Bare Financial Services, Inc | 10 | $4.04K | 0.00% | +8+400.0% | Added |
| Sierra Ocean, LLC | 11 | $4.45K | 0.00% | −16−59.3% | Reduced |
| Anfield Capital Management, LLC | 11 | $4.45K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 11 | $4.45K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 11 | $4.45K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 11 | $4.45K | 0.00% | +11 | New |
| Trifecta Capital Advisors, LLC | 11 | $4.45K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 12 | $4.85K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 20 | $4.88K | 0.00% | −7−25.9% | Reduced |
| Avion Wealth | 13 | $5.00K | 0.00% | +7+116.7% | Added |
| Versant Capital Management, Inc | 13 | $5.25K | 0.00% | −310−96.0% | Reduced |
| Oakworth Capital, Inc. | 13 | $5.25K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 13 | $5.25K | 0.00% | +2+18.2% | Added |
| True Wealth Design, LLC | 13 | $5.25K | 0.00% | +6+85.7% | Added |
| Pandora Wealth, Inc. | 13 | $5.25K | 0.00% | +13 | New |
| TD Capital Management LLC | 15 | $6.06K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 15 | $6.06K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 16 | $6.47K | 0.00% | −31−66.0% | Reduced |
| LRI Investments, LLC | 16 | $6.47K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 16 | $6.47K | 0.00% | +16 | New |
| Westside Investment Management, Inc. | 16 | $6.51K | 0.00% | +16 | New |
| Abound Wealth Management | 17 | $6.87K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 17 | $6.87K | 0.00% | +17 | New |
| Activest Wealth Management | 18 | $7.28K | 0.00% | +15+500.0% | Added |
| Bruce G. Allen Investments, LLC | 19 | $7.68K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 20 | $8.08K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 20 | $8.09K | 0.00% | −24−54.5% | Reduced |
| Proffitt & Goodson Inc | 20 | $8.09K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 20 | $8.09K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 20 | $8.09K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 21 | $8.49K | 0.00% | −2−8.7% | Reduced |
| Manchester Capital Management LLC | 22 | $8.89K | 0.00% | −2−8.3% | Reduced |
| CNB Bank | 22 | $8.89K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 23 | $9.30K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 23 | $9.30K | 0.01% | +8+53.3% | Added |
| Capital Advisors, Ltd. LLC | 25 | $10.0K | 0.00% | +4+19.0% | Added |
| Spire Wealth Management | 51 | $10.5K | 0.00% | +25+96.2% | Added |
| Geneos Wealth Management Inc. | 27 | $10.9K | 0.00% | +3+12.5% | Added |
| Putney Financial Group LLC | 30 | $12.1K | 0.01% | 00.0% | Unchanged |
| GFG Capital, LLC | 30 | $12.1K | 0.00% | +30 | New |
| Armstrong Advisory Group, Inc | 31 | $12.5K | 0.00% | −13−29.5% | Reduced |
| Cary Street Partners Financial LLC | 34 | $13.7K | 0.00% | −10−22.7% | Reduced |
| Red Tortoise LLC | 34 | $13.7K | 0.01% | 00.0% | Unchanged |
| Mechanics Financial Corp | 35 | $14.1K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 35 | $14.1K | 0.01% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 35 | $14.1K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 38 | $15.4K | 0.00% | −17−30.9% | Reduced |
| Boreal Capital Management LLC | 38 | $15.4K | 0.01% | +38 | New |
| Gables Capital Management Inc. | 39 | $15.8K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 42 | $17.0K | 0.00% | +25+147.1% | Added |
| Private Wealth Management Group, LLC | 42 | $17.0K | 0.01% | +3+7.7% | Added |
| Investment Research & Advisory Group, Inc. | 43 | $17.4K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 43 | $17.4K | 0.00% | +25+138.9% | Added |
| Rise Advisors, LLC | 44 | $17.8K | 0.01% | +4+10.0% | Added |