| CKW Financial Group | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 0 | $6 | 0.00% | 0 | Unchanged |
| LGT Financial Advisors LLC | 1 | $91 | 0.00% | +1 | New |
| Riggs Asset Managment Co. Inc. | 1 | $92 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 2 | $133 | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 2 | $182 | 0.00% | −40−95.2% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2 | $182 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2 | $183 | 0.00% | −13−86.7% | Reduced |
| Quest 10 Wealth Builders, Inc. | 3 | $251 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $274 | 0.00% | +1+50.0% | Added |
| Nalls Sherbakoff Group, LLC | 4 | $365 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 4 | $365 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 5 | $457 | 0.00% | −1−16.7% | Reduced |
| Raffa Wealth Management, LLC | 6 | $547 | 0.00% | −6−50.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 6 | $547 | 0.00% | +2+50.0% | Added |
| Parkworth Wealth Management, Inc. | 6 | $547 | 0.00% | +3+100.0% | Added |
| Dunhill Financial, LLC | 7 | $639 | 0.00% | −43−86.0% | Reduced |
| Horizon Financial Services, LLC | 8 | $730 | 0.00% | +8 | New |
| WestEnd Advisors, LLC | 9 | $821 | 0.00% | +2+28.6% | Added |
| Cornerstone Planning Group LLC | 9 | $828 | 0.00% | −8−47.1% | Reduced |
| Stephens Consulting, LLC | 10 | $913 | 0.00% | −190−95.0% | Reduced |
| Sachetta, LLC | 10 | $915 | 0.00% | −10−50.0% | Reduced |
| TSFG, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 11 | $1.00K | 0.00% | +4+57.1% | Added |
| Hughes Financial Services, LLC | 11 | $1.00K | 0.00% | +6+120.0% | Added |
| Sierra Ocean, LLC | 11 | $1.00K | 0.00% | −24−68.6% | Reduced |
| N.E.W. Advisory Services LLC | 12 | $1.09K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 12 | $1.09K | 0.00% | +5+71.4% | Added |
| Atlantic Trust, LLC | 12 | $1.09K | 0.00% | +12 | New |
| Caldwell Sutter Capital, Inc. | 18 | $1.64K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 18 | $1.64K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 18 | $1.64K | 0.00% | +18 | New |
| Barrett & Company, Inc. | 20 | $1.82K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 20 | $1.82K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 20 | $1.82K | 0.00% | +20 | New |
| Strategic Investment Solutions, Inc. | 20 | $1.82K | 0.00% | +20 | New |
| PFS Partners, LLC | 21 | $1.90K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 21 | $1.92K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 30 | $2.00K | 0.00% | +30 | New |
| WPG Advisers, LLC | 25 | $2.28K | 0.00% | −7−21.9% | Reduced |
| Slocum, Gordon & Co LLP | 25 | $2.28K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 25 | $2.28K | 0.00% | −37−59.7% | Reduced |
| Wolff Wiese Magana LLC | 25 | $2.28K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 27 | $2.46K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 30 | $2.74K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 30 | $2.74K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 30 | $2.74K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 30 | $2.74K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 27 | $2.75K | 0.00% | +27 | New |
| Versant Capital Management, Inc | 32 | $2.92K | 0.00% | −1,930−98.4% | Reduced |
| Ogorek Anthony Joseph | 41 | $3.00K | 0.00% | −118−74.2% | Reduced |
| Navigoe, LLC | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 29 | $3.00K | 0.00% | +21+262.5% | Added |
| Hanson & Doremus Investment Management | 32 | $3.00K | 0.00% | +32 | New |
| Financial Network Wealth Advisors LLC | 33 | $3.01K | 0.00% | +33 | New |
| Thompson Investment Management, Inc. | 35 | $3.23K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 37 | $3.38K | 0.00% | −73−66.4% | Reduced |
| First Financial Corp | 37 | $3.38K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 37 | $3.38K | 0.00% | +2+5.7% | Added |
| Fortitude Family Office, LLC | 38 | $3.47K | 0.00% | +12+46.2% | Added |
| Security National Bank | 39 | $3.56K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 40 | $3.65K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 40 | $3.65K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 40 | $3.65K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 40 | $3.65K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 41 | $3.77K | 0.00% | −15−26.8% | Reduced |
| Rialto Wealth Management, LLC | 42 | $3.83K | 0.00% | −1−2.3% | Reduced |
| Howard Hughes Medical Institute | 43 | $3.92K | 0.00% | +43 | New |
| Capital Analysts, LLC | 43 | $4.00K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 44 | $4.01K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 45 | $4.10K | 0.00% | −15−25.0% | Reduced |
| FSA Wealth Management LLC | 45 | $4.10K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 50 | $4.56K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 50 | $4.56K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 50 | $4.56K | 0.00% | +50 | New |
| Cape Investment Advisory, Inc. | 51 | $4.65K | 0.00% | −49−49.0% | Reduced |
| Affinity Wealth LLC | 52 | $4.74K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 55 | $5.02K | 0.00% | −8−12.7% | Reduced |
| ROSS\JOHNSON & Associates LLC | 55 | $5.02K | 0.10% | 00.0% | Unchanged |
| Curat Global, LLC | 55 | $5.02K | 0.00% | +55 | New |
| Bullock Wealth Management Group | 54 | $5.05K | 0.00% | +11+25.6% | Added |
| Smallwood Wealth Investment Management, LLC | 56 | $5.11K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 56 | $5.11K | 0.00% | +56 | New |
| Consultiva Wealth Management, Corp. | 61 | $5.56K | 0.02% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 62 | $5.67K | 0.00% | +62 | New |
| Team Financial Group, LLC | 65 | $5.91K | 0.00% | +65 | New |
| Asset Dedication, LLC | 66 | $6.02K | 0.00% | −135−67.2% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 74 | $6.71K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 74 | $6.75K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 75 | $6.84K | 0.00% | −43−36.4% | Reduced |
| Chilton Capital Management LLC | 75 | $6.84K | 0.00% | +20+36.4% | Added |
| Peoples Financial Services Corp. | 80 | $7.30K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 80 | $7.30K | 0.00% | −6−7.0% | Reduced |
| Flagship Wealth Advisors, LLC | 80 | $7.30K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 80 | $7.30K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 82 | $7.47K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 84 | $7.66K | 0.00% | +10+13.5% | Added |
| SBI Securities Co., Ltd. | 84 | $7.66K | 0.00% | +47+127.0% | Added |
| Spire Wealth Management | 88 | $8.03K | 0.00% | −17,068−99.5% | Reduced |