| Roble, Belko & Company, Inc | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $17 | 0.00% | 0 | Unchanged |
| DecisionPoint Financial, LLC | 1 | $70 | 0.00% | 00.0% | Unchanged |
| Lam Group, Inc. | 1 | $77 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $154 | 0.00% | −4−66.7% | Reduced |
| DHJJ Financial Advisors, Ltd. | 2 | $154 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2 | $154 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 5 | $385 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 7 | $539 | 0.00% | −40−85.1% | Reduced |
| Global Assets Advisory, LLC | 42,020 | $550 | 0.03% | +42,020 | New |
| FRG Family Wealth Advisors LLC | 10 | $663 | 0.00% | +10 | New |
| Addison Advisors LLC | 9 | $693 | 0.00% | −60−87.0% | Reduced |
| Evergreen Private Wealth LLC | 9 | $693 | 0.00% | +9 | New |
| Berkshire Capital Holdings Inc | 10 | $770 | 0.00% | −73,580−100.0% | Reduced |
| CGC Financial Services, LLC | 10 | $770 | 0.00% | +10 | New |
| Truvestments Capital LLC | 11 | $847 | 0.00% | 00.0% | Unchanged |
| CNB Bank | 11 | $847 | 0.00% | +11 | New |
| ClariVest Asset Management LLC | 13 | $1.01K | 0.00% | +13 | New |
| First Financial Corp | 15 | $1.15K | 0.00% | −15−50.0% | Reduced |
| True Wealth Design, LLC | 16 | $1.23K | 0.00% | +7+77.8% | Added |
| Richardson Financial Services Inc. | 17 | $1.31K | 0.00% | +17 | New |
| JJJ Advisors Inc. | 19 | $1.46K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 19 | $1.46K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 25 | $2.00K | 0.00% | +25 | New |
| Cranbrook Wealth Management, LLC | 27 | $2.08K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 29 | $2.23K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 30 | $2.31K | 0.00% | +30 | New |
| NewSquare Capital LLC | 32 | $2.46K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 33 | $2.54K | 0.13% | −11−25.0% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 33 | $2.54K | 0.00% | +13+65.0% | Added |
| ORG Partners LLC | 34 | $2.60K | 0.00% | −149−81.4% | Reduced |
| Kiely Wealth Advisory Group, Inc. | 38 | $2.60K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 34 | $2.62K | 0.00% | −7−17.1% | Reduced |
| Armstrong Advisory Group, Inc | 45 | $2.77K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 36 | $2.77K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 38 | $2.93K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 39 | $3.00K | 0.00% | +39 | New |
| TFC Financial Management | 41 | $3.16K | 0.00% | +41 | New |
| DiNuzzo Private Wealth, Inc. | 42 | $3.23K | 0.00% | +1+2.4% | Added |
| Carmichael Hill & Associates, Inc. | 43 | $3.31K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 44 | $3.39K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 44 | $3.39K | 0.00% | +44 | New |
| Orion Capital Management LLC | 48 | $3.70K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 50 | $3.85K | 0.00% | +50 | New |
| City State Bank | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 54 | $4.16K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 55 | $4.24K | 0.00% | +30+120.0% | Added |
| FPC Investment Advisory, Inc. | 65 | $4.51K | 0.00% | +65 | New |
| VisionPoint Advisory Group, LLC | 59 | $4.54K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 59 | $4.54K | 0.00% | −24−28.9% | Reduced |
| Aspect Partners, LLC | 61 | $4.70K | 0.00% | −59−49.2% | Reduced |
| WR Wealth Planners, LLC | 61 | $4.70K | 0.00% | +61 | New |
| Red Tortoise LLC | 62 | $4.77K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 65 | $5.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 66 | $5.08K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 71 | $5.47K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 74 | $5.70K | 0.00% | +8+12.1% | Added |
| Main Street Group, LTD | 75 | $5.73K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 75 | $5.77K | 0.00% | +75 | New |
| South State Corp. | 78 | $6.00K | 0.00% | +78 | New |
| Planning Capital Management Corp | 80 | $6.16K | 0.00% | −1−1.2% | Reduced |
| Cedar Wealth Management, LLC | 82 | $6.31K | 0.00% | +82 | New |
| Core Wealth Advisors, Inc. | 90 | $6.93K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 90 | $6.93K | 0.01% | +5+5.9% | Added |
| Financial Connections Group, Inc. | 80 | $7.00K | 0.01% | +80 | New |
| Investors Research Corp | 100 | $7.70K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 100 | $7.70K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 100 | $7.70K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 100 | $7.70K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 100 | $7.70K | 0.01% | +50+100.0% | Added |
| Sittner & Nelson, LLC | 100 | $7.70K | 0.00% | +100 | New |
| EnRich Financial Partners LLC | 100 | $7.70K | 0.00% | +100 | New |
| AlphaMark Advisors, LLC | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 110 | $8.47K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 110 | $8.47K | 0.00% | +110 | New |
| Redmont Wealth Advisors LLC | 110 | $8.47K | 0.01% | +110 | New |
| St. Johns Investment Management Company, LLC | 115 | $8.85K | 0.00% | +115 | New |
| Godsey & Gibb Associates | 120 | $9.24K | 0.00% | +120 | New |
| Kozak & Associates, Inc. | 143 | $9.45K | 0.00% | +43+43.0% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 125 | $9.62K | 0.00% | −100−44.4% | Reduced |
| Glass Jacobson Investment Advisors llc | 125 | $9.62K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 126 | $9.70K | 0.00% | +126 | New |
| Beaird Harris Wealth Management, LLC | 138 | $10.6K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 140 | $10.7K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 144 | $11.1K | 0.01% | +13+9.9% | Added |
| Thompson Investment Management, Inc. | 150 | $11.5K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 150 | $11.5K | 0.01% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 150 | $11.5K | 0.00% | +15+11.1% | Added |
| Wetzel Investment Advisors, Inc. | 167 | $11.9K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 144 | $12.0K | 0.00% | −92−39.0% | Reduced |
| Raffa Wealth Management, LLC | 170 | $13.1K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 172 | $13.2K | 0.00% | −115−40.1% | Reduced |
| Retirement Group, LLC | 172 | $13.2K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 176 | $13.6K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 180 | $13.9K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 182 | $14.0K | 0.00% | +10+5.8% | Added |
| Evermay Wealth Management LLC | 200 | $15.4K | 0.00% | −57−22.2% | Reduced |
| Hoertkorn Richard Charles | 200 | $15.4K | 0.01% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 200 | $15.4K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 200 | $15.4K | 0.00% | 00.0% | Unchanged |