| FSA Wealth Management LLC | 3 | $0 | 0.00% | +3 | New |
| Wetzel Investment Advisors, Inc. | 3 | $0 | 0.00% | +3 | New |
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | New |
| Founders Capital Management | 1 | $14 | 0.00% | 00.0% | Unchanged |
| Security National Bank | 2 | $14 | 0.00% | +2 | New |
| Princeton Global Asset Management LLC | 2 | $27 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 4 | $55 | 0.00% | −248−98.4% | Reduced |
| Tfo-TDC, LLC | 4 | $55 | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 4 | $55 | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 6 | $82 | 0.00% | 00.0% | Unchanged |
| Provence Wealth Management Group | 9 | $123 | 0.00% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 16 | $220 | 0.00% | +16 | New |
| CarsonAllaria Wealth Management, Ltd. | 18 | $247 | 0.00% | +18 | New |
| True Wealth Design, LLC | 18 | $248 | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 20 | $274 | 0.00% | +20 | New |
| Chilton Capital Management LLC | 25 | $344 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 30 | $412 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 30 | $413 | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 30 | $413 | 0.00% | +30 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 33 | $454 | 0.00% | −185−84.9% | Reduced |
| Salem Investment Counselors Inc | 36 | $495 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 41 | $563 | 0.00% | −772−95.0% | Reduced |
| Dunhill Financial, LLC | 44 | $601 | 0.00% | +44 | New |
| Jamison Private Wealth Management, Inc. | 44 | $605 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 47 | $646 | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 50 | $660 | 0.00% | +50 | New |
| Clearstead Advisors, LLC | 50 | $687 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 50 | $687 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 57 | $784 | 0.00% | +4+7.5% | Added |
| BFSG, LLC | 57 | $784 | 0.00% | +57 | New |
| Pineridge Advisors LLC | 61 | $838 | 0.00% | +61 | New |
| DiNuzzo Private Wealth, Inc. | 62 | $852 | 0.00% | +62 | New |
| Lee Financial Co | 63 | $866 | 0.00% | −51−44.7% | Reduced |
| TSFG, LLC | 53 | $1.00K | 0.00% | −230−81.3% | Reduced |
| Resources Management Corp | 96 | $1.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 60 | $1.00K | 0.00% | +60 | New |
| Long Island Wealth Management, Inc. | 100 | $1.00K | 0.00% | +100 | New |
| Truvestments Capital LLC | 75 | $1.03K | 0.00% | −2,887−97.5% | Reduced |
| REAP Financial Group, LLC | 75 | $1.03K | 0.00% | +75 | New |
| Abound Wealth Management | 78 | $1.07K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 87 | $1.20K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 93 | $1.28K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 99 | $1.36K | 0.00% | −21−17.5% | Reduced |
| Ancora Advisors, LLC | 100 | $1.37K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 100 | $1.37K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 100 | $1.37K | 0.00% | +40+66.7% | Added |
| MeadowBrook Investment Advisors LLC | 100 | $1.37K | 0.00% | +100 | New |
| Richard W. Paul & Associates, LLC | 100 | $1.37K | 0.00% | +100 | New |
| McGlone Suttner Wealth Management, Inc. | 100 | $1.37K | 0.00% | +100 | New |
| Qube Research & Technologies Ltd | 107 | $1.47K | 0.00% | −2,253,347−100.0% | Reduced |
| Cedar Mountain Advisors, LLC | 107 | $1.47K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 110 | $1.51K | 0.00% | +110 | New |
| Colonial Trust Advisors | 115 | $1.58K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 117 | $1.61K | 0.00% | +117 | New |
| Jones Financial Companies LLLP | 140 | $1.92K | 0.00% | +140 | New |
| Wiser Advisor Group LLC | 140 | $1.92K | 0.00% | +140 | New |
| Capital Advisors, Ltd. LLC | 145 | $2.00K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 116 | $2.00K | 0.00% | 00.0% | Unchanged |
| Vima LLC | 163 | $2.24K | 0.01% | +163 | New |
| Bell Investment Advisors, Inc | 167 | $2.29K | 0.00% | +87+108.7% | Added |
| Rockbridge Investment Management, LCC | 167 | $2.29K | 0.00% | +167 | New |
| Frazier Financial Advisors, LLC | 196 | $2.70K | 0.00% | +196 | New |
| Syntax Research, Inc. | 200 | $2.75K | 0.00% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 200 | $2.75K | 0.00% | +200 | New |
| Bokf, NA | 201 | $2.76K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 211 | $2.90K | 0.00% | −33−13.5% | Reduced |
| Creative Financial Designs Inc | 217 | $2.98K | 0.00% | +200+1,176.5% | Added |
| Scarborough Advisors, LLC | 225 | $3.09K | 0.00% | +225 | New |
| New England Capital Financial Advisors LLC | 231 | $3.17K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 248 | $3.41K | 0.00% | −105−29.7% | Reduced |
| PayPay Securities Corp | 251 | $3.46K | 0.17% | −136−35.1% | Reduced |
| Financial Perspectives, Inc | 262 | $3.60K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 270 | $3.71K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 272 | $3.74K | 0.00% | +100+58.1% | Added |
| Stephens Consulting, LLC | 284 | $3.90K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 300 | $4.00K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 300 | $4.12K | 0.00% | 00.0% | Unchanged |
| Able Wealth Management LLC | 302 | $4.16K | 0.00% | +302 | New |
| Iron Horse Wealth Management, LLC | 311 | $4.27K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 330 | $4.53K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 351 | $4.82K | 0.00% | −2−0.6% | Reduced |
| Zazove Associates LLC | 399 | $5.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 383 | $5.26K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 385 | $5.29K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 385 | $5.29K | 0.00% | +385 | New |
| Farmers & Merchants Investments Inc | 390 | $5.36K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 398 | $5.47K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 400 | $5.50K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 411 | $5.65K | 0.01% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 450 | $5.76K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 420 | $5.77K | 0.00% | +13+3.2% | Added |
| Pacific Capital Wealth Advisors, Inc | 425 | $5.84K | 0.00% | +425 | New |
| MV Capital Management, Inc. | 453 | $6.22K | 0.00% | −67−12.9% | Reduced |
| AdvisorNet Financial, Inc | 472 | $6.49K | 0.00% | +16+3.5% | Added |
| Sachetta, LLC | 500 | $6.87K | 0.00% | +500 | New |
| St Germain D J Co Inc | 500 | $6.87K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 500 | $6.87K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 500 | $6.87K | 0.01% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 500 | $6.87K | 0.00% | +500 | New |