| Wood Tarver Financial Group, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 1 | $111 | 0.00% | +1 | New |
| SOA Wealth Advisors, LLC. | 1 | $117 | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 2 | $221 | 0.00% | −15,843−100.0% | Reduced |
| Cape Investment Advisory, Inc. | 2 | $221 | 0.00% | −6−75.0% | Reduced |
| Crewe Advisors LLC | 3 | $332 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 3 | $347 | 0.00% | +3 | New |
| WestEnd Advisors, LLC | 4 | $442 | 0.00% | −1−20.0% | Reduced |
| HFM Investment Advisors, LLC | 4 | $442 | 0.00% | +2+100.0% | Added |
| Horizon Financial Services, LLC | 5 | $553 | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 5 | $553 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 5 | $554 | 0.00% | +5 | New |
| Total Investment Management Inc | 6 | $667 | 0.00% | +6 | New |
| Pineridge Advisors LLC | 8 | $885 | 0.00% | +8 | New |
| Valued Wealth Advisors LLC | 8 | $886 | 0.00% | −39−83.0% | Reduced |
| Dunhill Financial, LLC | 8 | $897 | 0.00% | −50−86.2% | Reduced |
| Ancora Advisors, LLC | 9 | $945 | 0.00% | −5−35.7% | Reduced |
| St. Johns Investment Management Company, LLC | 9 | $995 | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 9 | $995 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 9 | $995 | 0.00% | +4+80.0% | Added |
| Rialto Wealth Management, LLC | 9 | $996 | 0.00% | −8−47.1% | Reduced |
| American Capital Advisory, LLC | 9 | $996 | 0.00% | +9 | New |
| Glen Eagle Advisors, LLC | 10 | $1.11K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 10 | $1.11K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 10 | $1.11K | 0.00% | +1+11.1% | Added |
| Stephens Consulting, LLC | 10 | $1.11K | 0.00% | +10 | New |
| Principia Wealth Advisory, LLC | 12 | $1.33K | 0.00% | −2−14.3% | Reduced |
| Bay Harbor Wealth Management, LLC | 12 | $1.33K | 0.00% | +7+140.0% | Added |
| Quaker Wealth Management, LLC | 12 | $1.33K | 0.00% | +12 | New |
| SJS Investment Consulting Inc. | 13 | $1.44K | 0.00% | −15−53.6% | Reduced |
| Hollencrest Capital Management | 14 | $1.55K | 0.00% | +14 | New |
| NVWM, LLC | 15 | $1.66K | 0.00% | −1−6.3% | Reduced |
| Comprehensive Financial Planning, Inc. | 15 | $1.66K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 15 | $1.66K | 0.00% | −143−90.5% | Reduced |
| WealthTrak Capital Management LLC | 15 | $1.66K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 16 | $1.77K | 0.00% | −3−15.8% | Reduced |
| CoreCap Advisors, LLC | 16 | $1.77K | 0.00% | −15−48.4% | Reduced |
| New Millennium Group LLC | 17 | $1.88K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 18 | $1.99K | 0.00% | +4+28.6% | Added |
| Ogorek Anthony Joseph | 19 | $2.00K | 0.00% | −151−88.8% | Reduced |
| Bellevue Asset Management, LLC | 20 | $2.21K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 21 | $2.32K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 22 | $2.43K | 0.00% | −21−48.8% | Reduced |
| CBIZ Investment Advisory Services, LLC | 23 | $2.54K | 0.00% | −38−62.3% | Reduced |
| Estabrook Capital Management | 23 | $2.54K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 23 | $2.54K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 25 | $2.77K | 0.00% | 00.0% | Unchanged |
| Compass Financial Services Inc | 25 | $2.77K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 25 | $2.77K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 24 | $2.86K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 27 | $2.99K | 0.00% | +1+3.8% | Added |
| Essential Partners LLC | 29 | $3.21K | 0.00% | +29 | New |
| Carolina Wealth Advisors, LLC | 30 | $3.32K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 30 | $3.32K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 30 | $3.32K | 0.00% | +30 | New |
| Kilter Group LLC | 30 | $3.32K | 0.00% | +30 | New |
| ORG Partners LLC | 30 | $3.46K | 0.00% | +6+25.0% | Added |
| Kiker Wealth Management, LLC | 32 | $3.54K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 35 | $3.87K | 0.00% | +1+2.9% | Added |
| S&T Bank | 36 | $3.98K | 0.00% | +24+200.0% | Added |
| Evergreen Private Wealth LLC | 38 | $4.20K | 0.00% | +38 | New |
| Legacy Wealth Managment, LLC | 39 | $4.31K | 0.00% | −82−67.8% | Reduced |
| Legacy Investment Solutions, LLC | 39 | $4.31K | 0.00% | +39 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 40 | $4.44K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 41 | $4.54K | 0.00% | −36−46.8% | Reduced |
| Transce3nd, LLC | 42 | $4.65K | 0.00% | +42 | New |
| Bangor Savings Bank | 43 | $4.76K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 45 | $4.98K | 0.00% | +45 | Added |
| Prestige Wealth Management Group LLC | 48 | $5.31K | 0.00% | −2−4.0% | Reduced |
| Beacon Capital Management, LLC | 50 | $5.48K | 0.00% | −46−47.9% | Reduced |
| Westend Capital Management, LLC | 50 | $5.53K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 50 | $5.53K | 0.00% | +50 | New |
| Truvestments Capital LLC | 53 | $5.86K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 54 | $5.97K | 0.00% | +32+145.5% | Added |
| Capital Analysts, LLC | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 59 | $6.00K | 0.00% | +22+59.5% | Added |
| Larson Financial Group LLC | 55 | $6.08K | 0.00% | −144−72.4% | Reduced |
| Anchor Investment Management, LLC | 55 | $6.08K | 0.00% | 00.0% | Unchanged |
| Traub Capital Management LLC | 55 | $6.08K | 0.01% | +55 | New |
| Abound Wealth Management | 58 | $6.38K | 0.00% | −4−6.5% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 59 | $6.53K | 0.00% | +6+11.3% | Added |
| McIlrath & Eck, LLC | 63 | $6.97K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 63 | $7.00K | 0.00% | +1+1.6% | Added |
| Johnson Financial Group, Inc. | 66 | $7.30K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 72 | $7.96K | 0.00% | +72 | New |
| Sachetta, LLC | 73 | $8.07K | 0.00% | +57+356.3% | Added |
| Armstrong Advisory Group, Inc | 77 | $8.52K | 0.00% | −106−57.9% | Reduced |
| Atlantic Trust, LLC | 79 | $8.74K | 0.00% | −48−37.8% | Reduced |
| Riggs Asset Managment Co. Inc. | 80 | $8.85K | 0.00% | +80 | New |
| Bruce G. Allen Investments, LLC | 88 | $9.73K | 0.01% | +26+41.9% | Added |
| Adirondack Trust Co | 90 | $9.95K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 90 | $9.96K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 95 | $10.5K | 0.00% | +32+50.8% | Added |
| Park Place Capital Corp | 91 | $10.5K | 0.00% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 96 | $10.6K | 0.01% | −91−48.7% | Reduced |
| Bell Investment Advisors, Inc | 98 | $10.8K | 0.00% | −10−9.3% | Reduced |
| Cornerstone Planning Group LLC | 91 | $10.9K | 0.00% | +68+295.7% | Added |
| WPG Advisers, LLC | 101 | $11.2K | 0.01% | +14+16.1% | Added |
| Solstein Capital, LLC | 102 | $11.3K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 105 | $11.6K | 0.00% | 00.0% | Unchanged |