| Ogorek Anthony Joseph | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $331 | 0.00% | −107−99.1% | Reduced |
| HFM Investment Advisors, LLC | 1 | $331 | 0.00% | −9−90.0% | Reduced |
| Creative Financial Designs Inc | 1 | $331 | 0.00% | −1−50.0% | Reduced |
| Central Trust Co | 1 | $331 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1 | $331 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 1 | $331 | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 1 | $331 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1 | $331 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1 | $331 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 1 | $331 | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 1 | $331 | 0.00% | +1 | New |
| Kilter Group LLC | 1 | $331 | 0.00% | +1 | New |
| Vision Retirement, LLC | 1 | $331 | 0.00% | +1 | New |
| Investors Portfolio Services LLC | 2 | $587 | 0.00% | −1−33.3% | Reduced |
| CoreCap Advisors, LLC | 2 | $662 | 0.00% | −150−98.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2 | $662 | 0.00% | −1−33.3% | Reduced |
| Quaker Wealth Management, LLC | 2 | $662 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 2 | $662 | 0.00% | +2 | New |
| TopTier Wealth Management, LLC | 2 | $662 | 0.00% | +2 | New |
| High Note Wealth, LLC | 3 | $993 | 0.00% | −2−40.0% | Reduced |
| Rosenberg Matthew Hamilton | 3 | $993 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 3 | $993 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 3 | $993 | 0.00% | +3 | New |
| Vermillion Wealth Management, Inc. | 3 | $993 | 0.00% | +3 | New |
| Addison Advisors LLC | 3 | $993 | 0.00% | +3 | New |
| Caitlin John, LLC | 3 | $993 | 0.00% | +3 | New |
| CX Institutional | 4 | $1.00K | 0.00% | −1−20.0% | Reduced |
| Winthrop Capital Management, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 3 | $1.00K | 0.00% | +3 | New |
| Strategic Wealth Partners, Ltd. | 4 | $1.24K | 0.00% | −11−73.3% | Reduced |
| AdvisorNet Financial, Inc | 4 | $1.32K | 0.00% | −2−33.3% | Reduced |
| Greykasell Wealth Strategies, Inc. | 4 | $1.32K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 4 | $1.32K | 0.00% | +4 | New |
| Triumph Capital Management | 4 | $1.32K | 0.00% | +4 | New |
| Wall Street Financial Group, Inc. | 4 | $1.32K | 0.00% | +4 | New |
| JNBA Financial Advisors | 4 | $1.32K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 4 | $1.32K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 4 | $1.44K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 5 | $1.54K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 5 | $1.65K | 0.00% | −1−16.7% | Reduced |
| Dunhill Financial, LLC | 5 | $1.65K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 5 | $1.65K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 5 | $1.65K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 5 | $1.66K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 5 | $1.66K | 0.00% | +1+25.0% | Added |
| Rialto Wealth Management, LLC | 5 | $1.66K | 0.00% | +2+66.7% | Added |
| Cassaday & Co Wealth Management LLC | 5 | $1.66K | 0.00% | +5 | New |
| Bare Financial Services, Inc | 6 | $1.99K | 0.00% | +5+500.0% | Added |
| Heritage Wealth Advisors | 6 | $1.99K | 0.00% | +6 | New |
| Intentional Wealth Strategies, LLC | 6 | $1.99K | 0.00% | +6 | New |
| Retirement Wealth Solutions LLC | 6 | $1.99K | 0.00% | +4+200.0% | Added |
| Marquette Asset Management, LLC | 6 | $1.99K | 0.00% | +6 | New |
| Penserra Capital Management LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 7 | $2.32K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 7 | $2.32K | 0.00% | +7 | New |
| Westfuller Advisors, LLC | 7 | $2.32K | 0.00% | +7 | New |
| Johnson Financial Group, Inc. | 7 | $2.32K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 8 | $2.65K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 8 | $2.65K | 0.00% | +8 | New |
| RMG Wealth Management LLC | 10 | $2.85K | 0.00% | +10 | New |
| Ameriflex Group, Inc. | 9 | $2.98K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 10 | $3.01K | 0.00% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 10 | $3.19K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 10 | $3.31K | 0.00% | +2+25.0% | Added |
| Accent Capital Management, LLC | 10 | $3.31K | 0.00% | −2−16.7% | Reduced |
| Curio Wealth, LLC | 10 | $3.31K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 10 | $3.31K | 0.00% | 00.0% | Unchanged |
| High Point Wealth Management, LLC | 10 | $3.31K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 11 | $3.64K | 0.00% | +2+22.2% | Added |
| Torren Management, LLC | 11 | $3.64K | 0.00% | −224−95.3% | Reduced |
| Ancora Advisors, LLC | 11 | $3.64K | 0.00% | −11−50.0% | Reduced |
| Mather Group, LLC. | 11 | $3.70K | 0.00% | +11 | New |
| First Command Advisory Services, Inc. | 12 | $3.97K | 0.00% | +9+300.0% | Added |
| Dogwood Wealth Management LLC | 13 | $4.30K | 0.00% | −18−58.1% | Reduced |
| Chung Wu Investment Group, LLC | 13 | $4.30K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 13 | $4.30K | 0.00% | −1−7.1% | Reduced |
| Chilton Capital Management LLC | 13 | $4.30K | 0.00% | +12+1,200.0% | Added |
| Financial Consulate, Inc | 13 | $4.30K | 0.00% | +12+1,200.0% | Added |
| HighMark Wealth Management LLC | 14 | $4.63K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 14 | $4.63K | 0.00% | +1+7.7% | Added |
| Sherman Asset Management, Inc. | 15 | $4.96K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 15 | $4.96K | 0.00% | +9+150.0% | Added |
| First Pacific Financial | 15 | $4.96K | 0.00% | +7+87.5% | Added |
| Cetera Trust Company, N.A | 16 | $5.29K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 16 | $5.29K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 16 | $5.29K | 0.00% | +8+100.0% | Added |
| Hughes Financial Services, LLC | 17 | $5.63K | 0.00% | +5+41.7% | Added |
| Rakuten Securities, Inc. | 18 | $5.96K | 0.00% | −171−90.5% | Reduced |
| Osbon Capital Management LLC | 18 | $5.96K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 19 | $6.29K | 0.00% | −16−45.7% | Reduced |
| Raffa Wealth Management, LLC | 19 | $6.29K | 0.00% | +1+5.6% | Added |
| Ares Financial Consulting, LLC | 20 | $6.58K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 20 | $6.62K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 21 | $6.95K | 0.00% | +6+40.0% | Added |
| United Financial Planning Group LLC | 21 | $6.95K | 0.00% | +17+425.0% | Added |
| TD Capital Management LLC | 23 | $7.61K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 24 | $7.94K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 25 | $8.27K | 0.00% | +8+47.1% | Added |
| Twin Peaks Wealth Advisors, LLC | 28 | $9.26K | 0.00% | +28 | New |