| McClarren Financial Advisors, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 1 | $0 | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 1 | $0 | 0.00% | +1 | New |
| Sofos Investments, Inc. | 364 | $2 | 0.00% | +44+13.8% | Added |
| Horan Securities, Inc. | 1 | $265 | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 1 | $364 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1 | $365 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 1 | $382 | 0.00% | +1 | New |
| PSI Advisors, LLC | 2 | $728 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 2 | $728 | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 2 | $728 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 2 | $729 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $729 | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 2 | $729 | 0.00% | +2 | New |
| Financial Management Professionals, Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 3 | $1.00K | 0.00% | +3 | New |
| DecisionPoint Financial, LLC | 3 | $1.09K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 3 | $1.09K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 3 | $1.09K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 3 | $1.09K | 0.00% | +3 | New |
| RFP Financial Group LLC | 3 | $1.18K | 0.00% | +3 | New |
| Whittier Trust Co of Nevada Inc | 4 | $1.46K | 0.00% | −3−42.9% | Reduced |
| First Financial Corp | 4 | $1.46K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 4 | $1.46K | 0.00% | −33−89.2% | Reduced |
| Investors Research Corp | 4 | $1.46K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 5 | $1.82K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 300 | $2.00K | 0.00% | −4,611−93.9% | Reduced |
| SRS Capital Advisors, Inc. | 6 | $2.19K | 0.00% | −222−97.4% | Reduced |
| PayPay Securities Corp | 7 | $2.55K | 0.17% | −12−63.2% | Reduced |
| Disciplined Investments, LLC | 7 | $2.55K | 0.00% | −1−12.5% | Reduced |
| Your Advocates Ltd., LLP | 7 | $2.55K | 0.00% | 00.0% | Unchanged |
| HWG Holdings LP | 8 | $2.91K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 9 | $3.28K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 10 | $3.64K | 0.00% | −116−92.1% | Reduced |
| McIlrath & Eck, LLC | 10 | $3.64K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 10 | $3.64K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 10 | $3.64K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 13 | $4.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 12 | $4.00K | 0.00% | +12 | New |
| Raffa Wealth Management, LLC | 11 | $4.01K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 11 | $4.01K | 0.00% | +11 | New |
| Davidson Capital Management Inc. | 12 | $4.37K | 0.00% | −1−7.7% | Reduced |
| Macroview Investment Management LLC | 12 | $4.37K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 13 | $4.73K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 15 | $5.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15 | $5.46K | 0.00% | +12+400.0% | Added |
| Stonebridge Capital Advisors LLC | 15 | $5.46K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 15 | $5.46K | 0.00% | +15 | New |
| Schubert & Co | 16 | $5.83K | 0.01% | −14−46.7% | Reduced |
| Prestige Wealth Management Group LLC | 16 | $5.83K | 0.00% | +5+45.5% | Added |
| Mendota Financial Group, LLC | 16 | $5.84K | 0.01% | −493−96.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 17 | $6.00K | 0.00% | −6−26.1% | Reduced |
| Blue Bell Private Wealth Management, LLC | 18 | $6.55K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 19 | $6.92K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 20 | $7.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 20 | $7.16K | 0.00% | +20 | New |
| Bogart Wealth, LLC | 20 | $7.28K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 20 | $7.28K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 20 | $7.28K | 0.00% | +20 | New |
| Sound Income Strategies, LLC | 21 | $7.65K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 23 | $8.74K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 24 | $8.74K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 24 | $9.00K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 25 | $9.00K | 0.01% | +25 | New |
| MV Capital Management, Inc. | 25 | $9.11K | 0.00% | 00.0% | Unchanged |
| Kalos Management, Inc. | 25 | $9.11K | 0.02% | +25 | New |
| SJS Investment Consulting Inc. | 25 | $9.11K | 0.00% | −1−3.8% | Reduced |
| Evermay Wealth Management LLC | 26 | $9.47K | 0.00% | +26 | New |
| DT Investment Partners, LLC | 25 | $9.63K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 27 | $9.83K | 0.00% | +27 | New |
| ClariVest Asset Management LLC | 30 | $10.0K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 28 | $10.2K | 0.00% | −279−90.9% | Reduced |
| Optimum Investment Advisors | 28 | $10.2K | 0.01% | −35−55.6% | Reduced |
| Investment Research & Advisory Group, Inc. | 28 | $10.2K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 29 | $10.6K | 0.00% | +29 | New |
| WR Wealth Planners, LLC | 29 | $10.6K | 0.00% | +29 | New |
| Pinnacle Holdings, LLC | 30 | $10.9K | 0.01% | +30 | New |
| TD Private Client Wealth LLC | 32 | $11.7K | 0.00% | −56−63.6% | Reduced |
| Kelly Financial Services LLC | 33 | $12.0K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 33 | $12.0K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 35 | $12.7K | 0.01% | −13−27.1% | Reduced |
| Pflug Koory, LLC | 35 | $12.7K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 36 | $13.1K | 0.01% | −24−40.0% | Reduced |
| Clean Yield Group | 36 | $13.1K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 38 | $13.8K | 0.00% | −16−29.6% | Reduced |
| Bollard Group LLC | 37 | $14.0K | 0.00% | 00.0% | Unchanged |
| Knott David M Jr | 39 | $14.0K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 40 | $14.6K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 40 | $14.6K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 40 | $14.6K | 0.00% | +40 | New |
| JFS Wealth Advisors, LLC | 43 | $15.7K | 0.00% | −17−28.3% | Reduced |
| Benjamin Edwards Inc | 45 | $16.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 45 | $16.4K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 45 | $16.4K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 45 | $16.4K | 0.01% | 00.0% | Unchanged |