| Roble, Belko & Company, Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $179 | 0.00% | −72−98.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 1 | $179 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 1 | $179 | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 1 | $179 | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 1 | $179 | 0.00% | +1 | New |
| Anchor Investment Management, LLC | 2 | $357 | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 3 | $536 | 0.00% | +3 | New |
| Financial Consulate, Inc | 3 | $537 | 0.00% | +3 | New |
| Key Financial Inc | 3 | $546 | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 4 | $658 | 0.00% | +4 | New |
| First Command Advisory Services, Inc. | 4 | $715 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 5 | $893 | 0.00% | +5 | New |
| Golden State Wealth Management, LLC | 5 | $894 | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 5 | $894 | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 5 | $894 | 0.00% | +5 | New |
| Caitong International Asset Management Co., Ltd | 5 | $894 | 0.00% | +5 | New |
| American Capital Advisory, LLC | 5 | $894 | 0.00% | +5 | New |
| Valley National Advisers Inc | 7 | $1.00K | 0.00% | +7 | New |
| Brown, Lisle/Cummings, Inc. | 6 | $1.07K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 7 | $1.25K | 0.00% | +7 | New |
| C M Bidwell & Associates Ltd | 8 | $1.43K | 0.00% | 00.0% | Unchanged |
| Imprint Wealth LLC | 8 | $1.43K | 0.00% | +8 | New |
| Salem Investment Counselors Inc | 9 | $1.61K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 10 | $1.79K | 0.00% | +10 | New |
| Berkshire Capital Holdings Inc | 10 | $1.79K | 0.00% | +10 | New |
| Guerra Advisors Inc | 10 | $1.79K | 0.00% | +10 | New |
| Abound Wealth Management | 10 | $1.79K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 13 | $2.32K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 14 | $2.50K | 0.00% | +6+75.0% | Added |
| Essential Partners LLC | 14 | $2.50K | 0.00% | +14 | New |
| JPL Wealth Management, LLC | 14 | $2.50K | 0.00% | +14 | New |
| Addison Advisors LLC | 15 | $2.68K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 16 | $2.86K | 0.00% | +16 | New |
| Kayne Anderson Rudnick Investment Management LLC | 18 | $3.22K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 18 | $3.22K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 18 | $3.22K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 18 | $3.22K | 0.00% | +18 | New |
| Colonial Trust Co | 19 | $3.45K | 0.00% | +6+46.2% | Added |
| UMA Financial Services, Inc. | 20 | $3.58K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 20 | $3.58K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 117 | $3.68K | 0.00% | −192−62.1% | Reduced |
| Principia Wealth Advisory, LLC | 21 | $3.75K | 0.00% | +13+162.5% | Added |
| Caitlin John, LLC | 21 | $3.75K | 0.00% | +21 | New |
| Hemington Wealth Management | 23 | $4.00K | 0.00% | +9+64.3% | Added |
| Ancora Advisors, LLC | 23 | $4.11K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 25 | $4.47K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 25 | $4.47K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 25 | $4.47K | 0.00% | +25 | New |
| Sherman Asset Management, Inc. | 26 | $4.65K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 26 | $4.65K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 26 | $4.65K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 26 | $4.65K | 0.00% | +5+23.8% | Added |
| Archer Investment Corp | 27 | $4.83K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 27 | $4.83K | 0.00% | +5+22.7% | Added |
| Montag A & Associates Inc | 28 | $5.00K | 0.00% | +28 | New |
| Motco | 30 | $5.36K | 0.00% | +30 | New |
| Channing Global Advisors, LLC | 31 | $5.54K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 31 | $5.54K | 0.00% | +31 | New |
| Washington Trust Advisors, Inc. | 32 | $5.64K | 0.00% | +32 | New |
| Bartlett & Co. Wealth Management LLC | 32 | $5.72K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 33 | $5.90K | 0.01% | +33 | New |
| High Note Wealth, LLC | 34 | $6.08K | 0.00% | +33+3,300.0% | Added |
| Battery Global Advisors, LLC | 36 | $6.43K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 39 | $6.97K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 42 | $7.51K | 0.00% | +11+35.5% | Added |
| Western Pacific Wealth Management, LP | 44 | $7.86K | 0.01% | +44 | New |
| Zions Bancorporation, National Association | 48 | $8.58K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 48 | $8.58K | 0.00% | −19−28.4% | Reduced |
| City Holding Co | 50 | $8.94K | 0.00% | +50 | New |
| Dogwood Wealth Management LLC | 55 | $9.83K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 56 | $10.0K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 57 | $10.2K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 59 | $10.5K | 0.00% | +50+555.6% | Added |
| Darwin Advisors, LLC | 60 | $10.7K | 0.00% | +60 | New |
| TSFG, LLC | 60 | $11.0K | 0.00% | +60 | New |
| Retirement Wealth Solutions LLC | 63 | $11.3K | 0.01% | +24+61.5% | Added |
| Pin Oak Investment Advisors Inc | 63 | $11.3K | 0.01% | +63 | New |
| Root Financial Partners, LLC | 64 | $11.4K | 0.00% | +64 | New |
| Graney & King, LLC | 65 | $11.6K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 67 | $12.0K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 67 | $12.0K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 69 | $12.0K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 70 | $12.5K | 0.00% | +70 | New |
| Accent Capital Management, LLC | 74 | $13.2K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 74 | $13.2K | 0.00% | +40+117.6% | Added |
| Groupe la Francaise | 90 | $13.9K | 0.00% | +90 | New |
| Park Place Capital Corp | 90 | $16.1K | 0.00% | +27+42.9% | Added |
| Dunhill Financial, LLC | 92 | $16.4K | 0.00% | −2−2.1% | Reduced |
| JFS Wealth Advisors, LLC | 100 | $17.9K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 100 | $17.9K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 105 | $18.8K | 0.02% | 00.0% | Unchanged |
| TD Capital Management LLC | 107 | $19.1K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 108 | $19.3K | 0.00% | +101+1,442.9% | Added |
| Atlantic Union Bankshares Corp | 114 | $20.4K | 0.00% | +114 | New |
| Investment Research & Advisory Group, Inc. | 116 | $20.7K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 116 | $20.7K | 0.00% | +116 | New |
| LGT Financial Advisors LLC | 124 | $22.2K | 0.05% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 135 | $24.1K | 0.00% | −1,998−93.7% | Reduced |
| Salomon & Ludwin, LLC | 148 | $27.4K | 0.00% | +143+2,860.0% | Added |