| Capital Advisors, Ltd. LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 8 | $0 | 0.00% | +8 | New |
| Creekmur Asset Management LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| Painted Porch Advisors LLC | 0 | $10 | 0.00% | 0 | New |
| Cornerstone Planning Group LLC | 2 | $74 | 0.00% | −40−95.2% | Reduced |
| CGC Financial Services, LLC | 1 | $81 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 1 | $81 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1 | $82 | 0.00% | +1 | New |
| Winnow Wealth LLC | 1 | $82 | 0.00% | +1 | New |
| Global Trust Asset Management, LLC | 2 | $162 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $162 | 0.00% | +1+100.0% | Added |
| Activest Wealth Management | 2 | $162 | 0.00% | +2 | New |
| Quaker Wealth Management, LLC | 2 | $163 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2 | $163 | 0.00% | +2 | New |
| Dogwood Wealth Management LLC | 2 | $163 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 3 | $218 | 0.00% | −1−25.0% | Reduced |
| Clark Wealth Partners | 2 | $283 | 0.00% | +2 | New |
| Robinswood Financial LLC | 4 | $324 | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 4 | $324 | 0.00% | +4 | New |
| DiNuzzo Private Wealth, Inc. | 4 | $340 | 0.00% | +3+300.0% | Added |
| West Oak Capital, LLC | 5 | $400 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 5 | $405 | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 5 | $405 | 0.00% | +5 | New |
| Private Wealth Asset Management, LLC | 5 | $405 | 0.00% | +5 | New |
| Tradewinds Capital Management, LLC | 6 | $487 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 6 | $488 | 0.00% | +5+500.0% | Added |
| Clear Investment Research, LLC | 6 | $502 | 0.00% | 00.0% | Unchanged |
| American National Bank | 7 | $568 | 0.00% | −2,800−99.8% | Reduced |
| Bare Financial Services, Inc | 7 | $568 | 0.00% | +7 | New |
| Heartwood Wealth Advisors LLC | 8 | $649 | 0.00% | +8 | New |
| Transamerica Financial Advisors, Inc. | 8 | $651 | 0.00% | +8 | New |
| Stance Capital LLC | 9 | $730 | 0.00% | +9 | New |
| Whittier Trust Co of Nevada Inc | 9 | $794 | 0.00% | +3+50.0% | Added |
| MTM Investment Management, LLC | 10 | $811 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 10 | $825 | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 11 | $912 | 0.00% | +11 | New |
| Hazlett, Burt & Watson, Inc. | 10 | $1.00K | 0.00% | −30−75.0% | Reduced |
| Avion Wealth | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 13 | $1.05K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 14 | $1.14K | 0.00% | +4+40.0% | Added |
| Stone House Investment Management, LLC | 15 | $1.22K | 0.00% | +13+650.0% | Added |
| ZRC Wealth Management, LLC | 15 | $1.22K | 0.00% | +15 | New |
| Atlantic Trust, LLC | 17 | $1.38K | 0.00% | +2+13.3% | Added |
| Retirement Wealth Solutions LLC | 18 | $1.46K | 0.00% | −12−40.0% | Reduced |
| Financial Management Professionals, Inc. | 18 | $1.47K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 19 | $1.54K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 19 | $1.55K | 0.00% | +19 | New |
| Wealth Watch Advisors, INC | 20 | $1.62K | 0.00% | +20 | New |
| Fortitude Family Office, LLC | 21 | $1.70K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 21 | $1.70K | 0.00% | +21 | New |
| Kilter Group LLC | 22 | $1.78K | 0.00% | +2+10.0% | Added |
| Financial Consulate, Inc | 22 | $1.78K | 0.00% | +22 | New |
| Howard Hughes Medical Institute | 25 | $2.03K | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 25 | $2.03K | 0.00% | +25 | New |
| WPG Advisers, LLC | 26 | $2.11K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 26 | $2.12K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 27 | $2.19K | 0.00% | −65−70.7% | Reduced |
| South State Corp. | 27 | $2.19K | 0.00% | −30−52.6% | Reduced |
| IAG Wealth Partners, LLC | 28 | $2.27K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 30 | $2.43K | 0.00% | −300−90.9% | Reduced |
| DT Investment Partners, LLC | 30 | $2.43K | 0.00% | 00.0% | Unchanged |
| Groupe la Francaise | 35 | $2.59K | 0.00% | +35 | New |
| Johnson Financial Group, Inc. | 34 | $2.77K | 0.00% | +34 | New |
| Sawyer & Company, Inc | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 37 | $3.00K | 0.00% | +15+68.2% | Added |
| Archer Investment Corp | 42 | $3.40K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 42 | $3.40K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 50 | $4.05K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 52 | $4.20K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 53 | $4.27K | 0.00% | +8+17.8% | Added |
| Evelyn Partners Investment Management LLP | 53 | $4.30K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 54 | $4.38K | 0.00% | +54 | New |
| True Wealth Design, LLC | 56 | $4.57K | 0.00% | +56 | Added |
| Golden State Wealth Management, LLC | 59 | $4.78K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 60 | $4.87K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 63 | $5.11K | 0.00% | +61+3,050.0% | Added |
| Strategic Wealth Partners, Ltd. | 64 | $5.19K | 0.00% | +64 | New |
| Vermillion & White Wealth Management Group, LLC | 65 | $5.27K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 66 | $5.35K | 0.00% | +60+1,000.0% | Added |
| Private Wealth Management Group, LLC | 68 | $5.51K | 0.00% | +57+518.2% | Added |
| Bartlett & Co. Wealth Management LLC | 75 | $6.10K | 0.00% | +53+240.9% | Added |
| ORG Partners LLC | 75 | $6.14K | 0.00% | +54+257.1% | Added |
| Princeton Global Asset Management LLC | 79 | $6.41K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 83 | $6.73K | 0.00% | −71−46.1% | Reduced |
| Hemington Wealth Management | 98 | $7.00K | 0.00% | +54+122.7% | Added |
| Kerr Financial Planning Corp | 58 | $7.21K | 0.01% | +58 | New |
| Armstrong Advisory Group, Inc | 90 | $7.30K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 93 | $7.54K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 94 | $7.68K | 0.00% | +94 | New |
| Harvest Fund Management Co., Ltd | 100 | $8.00K | 0.00% | +100 | New |
| Tompkins Financial Corp | 100 | $8.11K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 100 | $8.11K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 100 | $8.11K | 0.01% | +100 | New |
| Anchor Investment Management, LLC | 102 | $8.26K | 0.00% | +2+2.0% | Added |
| Key Financial Inc | 100 | $8.45K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 100 | $8.45K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 115 | $9.32K | 0.00% | +15+15.0% | Added |
| Sound Income Strategies, LLC | 101 | $9.75K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 124 | $10.1K | 0.00% | +124 | New |