| Roble, Belko & Company, Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 1 | $96 | 0.00% | 00.0% | Unchanged |
| Compass Financial Management LLC | 1 | $96 | 0.00% | +1 | New |
| Triumph Capital Management | 2 | $192 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 2 | $192 | 0.00% | +2 | New |
| Halbert Hargrove Global Advisors, LLC | 2 | $238 | 0.00% | +2 | New |
| Monetary Solutions, Ltd | 3 | $287 | 0.00% | +3 | New |
| Elequin Capital LP | 4 | $383 | 0.00% | +2+100.0% | Added |
| Bogart Wealth, LLC | 4 | $383 | 0.00% | +4 | New |
| Golden State Wealth Management, LLC | 5 | $479 | 0.00% | −24−82.8% | Reduced |
| IFG Advisory, LLC | 5 | $479 | 0.00% | +5 | New |
| GHP Investment Advisors, Inc. | 5 | $480 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 5 | $480 | 0.00% | +1+25.0% | Added |
| Brown, Lisle/Cummings, Inc. | 6 | $575 | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 6 | $575 | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 7 | $630 | 0.00% | +1+16.7% | Added |
| Albion Financial Group | 7 | $671 | 0.00% | −101−93.5% | Reduced |
| Webster Bank, N. A. | 7 | $671 | 0.00% | +7 | New |
| Highland Investment Advisors LLC | 7 | $671 | 0.00% | +7 | New |
| C M Bidwell & Associates Ltd | 8 | $767 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 8 | $767 | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 8 | $767 | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 8 | $767 | 0.00% | +8 | New |
| Benson Wealth Management INC | 8 | $767 | 0.00% | +8 | New |
| CoreCap Advisors, LLC | 9 | $862 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 9 | $863 | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 10 | $958 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $958 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 10 | $958 | 0.00% | +10 | New |
| REAP Financial Group, LLC | 10 | $958 | 0.00% | +10 | New |
| Abound Wealth Management | 10 | $959 | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Brooklyn FI, LLC | 10 | $1.05K | 0.00% | +10 | New |
| Burk Holdings LLC | 11 | $1.05K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 11 | $1.05K | 0.00% | +11 | New |
| Paladin Partners, LLC | 12 | $1.15K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 12 | $1.15K | 0.00% | +1+9.1% | Added |
| Private Wealth Asset Management, LLC | 13 | $1.25K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 13 | $1.25K | 0.00% | 00.0% | Unchanged |
| Motco | 14 | $1.34K | 0.00% | +14 | New |
| Plante Moran Financial Advisors, LLC | 14 | $1.34K | 0.00% | +14 | New |
| Financial Network Wealth Advisors LLC | 15 | $1.44K | 0.00% | −59−79.7% | Reduced |
| Elevated Capital Advisors, LLC | 15 | $1.44K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 15 | $1.44K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 17 | $1.63K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 17 | $1.63K | 0.00% | +6+54.5% | Added |
| MV Capital Management, Inc. | 17 | $1.63K | 0.00% | +17 | New |
| Kayne Anderson Rudnick Investment Management LLC | 18 | $1.73K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 18 | $1.73K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 18 | $1.73K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 20 | $1.92K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 21 | $2.01K | 0.00% | −142−87.1% | Reduced |
| American Capital Advisory, LLC | 22 | $2.11K | 0.00% | +22 | New |
| Ancora Advisors, LLC | 23 | $2.20K | 0.00% | −6−20.7% | Reduced |
| LifeSteps Financial, Inc. | 23 | $2.20K | 0.00% | +23 | New |
| Financial Consulate, Inc | 23 | $2.21K | 0.00% | +14+155.6% | Added |
| First Command Advisory Services, Inc. | 24 | $2.30K | 0.00% | +20+500.0% | Added |
| Mather Group, LLC. | 25 | $2.40K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 25 | $2.40K | 0.00% | 00.0% | Unchanged |
| Sherman Asset Management, Inc. | 26 | $2.49K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 26 | $2.49K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 26 | $2.49K | 0.00% | +4+18.2% | Added |
| Archer Investment Corp | 27 | $2.59K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 27 | $2.59K | 0.00% | −22−44.9% | Reduced |
| Raffa Wealth Management, LLC | 29 | $2.78K | 0.00% | +7+31.8% | Added |
| Pension & Wealth Management Advisors, Inc. | 30 | $2.88K | 0.00% | −2,645−98.9% | Reduced |
| Copia Wealth Management | 30 | $2.88K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 30 | $2.88K | 0.00% | +4+15.4% | Added |
| Silicon Valley Capital Partners | 30 | $2.88K | 0.00% | +30 | New |
| Essential Partners LLC | 30 | $2.88K | 0.00% | +30 | New |
| Zions Bancorporation, National Association | 31 | $2.97K | 0.00% | −209−87.1% | Reduced |
| Manning & Napier Advisors LLC | 32 | $2.97K | 0.00% | +30+1,500.0% | Added |
| Principia Wealth Advisory, LLC | 33 | $3.16K | 0.00% | +15+83.3% | Added |
| Creative Financial Designs Inc | 34 | $3.26K | 0.00% | 00.0% | Unchanged |
| McDonald Partners LLC | 35 | $3.35K | 0.00% | +35 | New |
| Battery Global Advisors, LLC | 36 | $3.45K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 38 | $3.64K | 0.00% | +12+46.2% | Added |
| Anchor Investment Management, LLC | 38 | $3.64K | 0.00% | +38 | New |
| UMA Financial Services, Inc. | 39 | $3.74K | 0.00% | +11+39.3% | Added |
| ZRC Wealth Management, LLC | 39 | $3.74K | 0.00% | +39 | New |
| SJS Investment Consulting Inc. | 42 | $4.03K | 0.00% | +33+366.7% | Added |
| Oakmont Advisory Group, LLC | 42 | $4.03K | 0.00% | +42 | New |
| Western Pacific Wealth Management, LP | 44 | $4.22K | 0.00% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 46 | $4.41K | 0.00% | +46 | New |
| Fedenia Advisers LLC | 47 | $4.50K | 0.00% | +47 | New |
| Bell Investment Advisors, Inc | 47 | $4.50K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 52 | $4.98K | 0.00% | +52 | New |
| Dogwood Wealth Management LLC | 55 | $5.27K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 57 | $5.46K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 60 | $5.75K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 62 | $5.84K | 0.00% | +62 | New |
| Mosley Wealth Management | 61 | $5.85K | 0.00% | +61 | New |
| Signature Equity Partners, LLC | 62 | $5.94K | 0.00% | −12−16.2% | Reduced |
| Ogorek Anthony Joseph | 69 | $6.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 66 | $6.00K | 0.00% | +2+3.1% | Added |
| Graney & King, LLC | 65 | $6.23K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 67 | $6.42K | 0.00% | +67 | New |
| True Wealth Design, LLC | 68 | $6.52K | 0.00% | −15−18.1% | Reduced |
| Evolution Wealth Management Inc. | 69 | $6.61K | 0.00% | +10+16.9% | Added |
| FWL Investment Management, LLC | 70 | $6.71K | 0.00% | −529−88.3% | Reduced |