| Wood Tarver Financial Group, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 0 | $23 | 0.00% | −7−100.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 1 | $234 | 0.00% | −2−66.7% | Reduced |
| ROSS\JOHNSON & Associates LLC | 1 | $437 | 0.01% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 2 | $869 | 0.00% | +2 | New |
| Redwood Park Advisors LLC | 2 | $875 | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 2 | $875 | 0.00% | +2 | New |
| IMA Wealth, Inc. | 2 | $875 | 0.00% | +2 | New |
| Centerpoint Advisors, LLC | 2 | $1.00K | 0.00% | +2 | New |
| PEAK6 LLC | 2 | $1.00K | 0.00% | −208−99.0% | Reduced |
| HFM Investment Advisors, LLC | 4 | $1.75K | 0.00% | +3+300.0% | Added |
| Painted Porch Advisors LLC | 5 | $2.19K | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 5 | $2.19K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 5 | $2.19K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $2.19K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 5 | $2.19K | 0.00% | +5 | New |
| Stephens Consulting, LLC | 5 | $2.19K | 0.00% | +5 | New |
| Byrne Asset Management LLC | 30 | $2.50K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 6 | $2.62K | 0.00% | 00.0% | Unchanged |
| PMV Capital Advisers, LLC | 6 | $2.62K | 0.01% | +6 | New |
| American Capital Advisory, LLC | 6 | $2.63K | 0.00% | +3+100.0% | Added |
| Ogorek Anthony Joseph | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 7 | $3.06K | 0.00% | −52−88.1% | Reduced |
| SOA Wealth Advisors, LLC. | 7 | $3.06K | 0.00% | −24−77.4% | Reduced |
| SJS Investment Consulting Inc. | 7 | $3.06K | 0.00% | −9−56.3% | Reduced |
| Rakuten Securities, Inc. | 7 | $3.06K | 0.00% | +1+16.7% | Added |
| WealthTrak Capital Management LLC | 7 | $3.06K | 0.00% | +1+16.7% | Added |
| Rialto Wealth Management, LLC | 7 | $3.06K | 0.00% | +6+600.0% | Added |
| Core Alternative Capital | 8 | $3.50K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 8 | $3.50K | 0.00% | +7+700.0% | Added |
| Total Investment Management Inc | 8 | $3.50K | 0.00% | +8 | New |
| Retirement Wealth Solutions LLC | 8 | $3.50K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 8 | $3.50K | 0.00% | +8 | New |
| Bay Harbor Wealth Management, LLC | 9 | $3.94K | 0.00% | +5+125.0% | Added |
| Valued Wealth Advisors LLC | 9 | $3.94K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 9 | $3.94K | 0.00% | +5+125.0% | Added |
| Parkworth Wealth Management, Inc. | 9 | $3.94K | 0.00% | +5+125.0% | Added |
| Reyes Financial Architecture, Inc. | 10 | $4.37K | 0.00% | −581−98.3% | Reduced |
| Altshuler Shaham Ltd | 10 | $4.37K | 0.00% | −1−9.1% | Reduced |
| Webster Bank, N. A. | 10 | $4.37K | 0.00% | +10 | New |
| Oliver Lagore Vanvalin Investment Group | 14 | $4.72K | 0.00% | +14 | New |
| Broadwater Capital Management LLC | 4,812 | $4.81K | 0.00% | +4,801+43,645.5% | Added |
| Fairscale Capital, LLC | 11 | $4.82K | 0.00% | +11 | New |
| Country Trust Bank | 12 | $5.25K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 12 | $5.25K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 12 | $5.25K | 0.00% | +12 | New |
| Brown, Lisle/Cummings, Inc. | 13 | $5.56K | 0.00% | +1+8.3% | Added |
| Bruce G. Allen Investments, LLC | 13 | $5.69K | 0.00% | −7−35.0% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 13 | $5.69K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 13 | $5.69K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 14 | $6.12K | 0.01% | −8−36.4% | Reduced |
| Westend Capital Management, LLC | 14 | $6.12K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 14 | $6.12K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 14 | $6.15K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 15 | $6.75K | 0.02% | +6+66.7% | Added |
| Dogwood Wealth Management LLC | 16 | $6.83K | 0.00% | +1+6.7% | Added |
| Kilter Group LLC | 16 | $7.00K | 0.00% | +16 | New |
| TSFG, LLC | 15 | $7.00K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 17 | $7.44K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 17 | $7.44K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 19 | $8.31K | 0.00% | +12+171.4% | Added |
| GFG Capital, LLC | 20 | $8.75K | 0.00% | +20 | New |
| Redmont Wealth Advisors LLC | 20 | $8.75K | 0.01% | +20 | New |
| Cedar Wealth Management, LLC | 21 | $9.19K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 21 | $9.19K | 0.00% | +9+75.0% | Added |
| Bellwether Advisors, LLC | 21 | $9.19K | 0.00% | +21 | New |
| Hollencrest Capital Management | 22 | $9.62K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 25 | $10.9K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 25 | $10.9K | 0.00% | 00.0% | Unchanged |
| Access Investment Management LLC | 26 | $11.4K | 0.00% | +26 | New |
| Dunhill Financial, LLC | 27 | $12.1K | 0.00% | −35−56.5% | Reduced |
| Binnacle Investments Inc | 28 | $12.2K | 0.01% | +12+75.0% | Added |
| TD Capital Management LLC | 28 | $12.3K | 0.00% | +12+75.0% | Added |
| IMG Wealth Management, Inc. | 30 | $13.1K | 0.01% | +30 | New |
| Financial Network Wealth Advisors LLC | 31 | $13.6K | 0.02% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 31 | $13.6K | 0.00% | +31 | New |
| Horizon Financial Services, LLC | 36 | $13.6K | 0.01% | +30+500.0% | Added |
| Citizens National Bank Trust Department | 32 | $14.0K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 32 | $14.0K | 0.00% | +9+39.1% | Added |
| Coston, McIsaac & Partners | 33 | $14.0K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 34 | $14.8K | 0.00% | −894−96.3% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 34 | $14.9K | 0.02% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 34 | $14.9K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 34 | $14.9K | 0.01% | 00.0% | Unchanged |
| Eukles Asset Management | 35 | $15.3K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 35 | $15.3K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 37 | $16.2K | 0.01% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 38 | $16.6K | 0.02% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 41 | $17.5K | 0.00% | +7+20.6% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 41 | $17.9K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 41 | $17.9K | 0.00% | +13+46.4% | Added |
| Princeton Global Asset Management LLC | 43 | $18.8K | 0.00% | +43 | New |
| Clal Insurance Enterprises Holdings Ltd | 46 | $20.0K | 0.00% | −12−20.7% | Reduced |
| Activest Wealth Management | 46 | $20.1K | 0.00% | −21−31.3% | Reduced |
| 1620 Investment Advisors, Inc. | 46 | $20.2K | 0.01% | −7−13.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 47 | $20.6K | 0.00% | −2,724−98.3% | Reduced |
| Whipplewood Advisors, LLC | 48 | $21.0K | 0.01% | −5−9.4% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 48 | $21.0K | 0.03% | +39+433.3% | Added |
| Howard Hughes Medical Institute | 48 | $21.0K | 0.01% | +48 | New |
| Prestige Wealth Management Group LLC | 50 | $21.9K | 0.00% | +1+2.0% | Added |