| Coston, McIsaac & Partners | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 0 | $19 | 0.00% | 0 | Unchanged |
| Murphy & Mullick Capital Management Corp | 1 | $64 | 0.00% | −111−99.1% | Reduced |
| Millstone Evans Group, LLC | 3 | $192 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 3 | $193 | 0.00% | +3 | New |
| Activest Wealth Management | 4 | $256 | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 5 | $321 | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 5 | $327 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 7 | $448 | 0.00% | −25−78.1% | Reduced |
| Trust Co | 10 | $640 | 0.00% | +10 | New |
| Wealth Watch Advisors, INC | 11 | $704 | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 11 | $704 | 0.00% | +11 | New |
| MV Capital Management, Inc. | 11 | $705 | 0.00% | +11 | New |
| Retirement Wealth Solutions LLC | 11 | $705 | 0.00% | +11 | New |
| American Capital Advisory, LLC | 13 | $833 | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 15 | $961 | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 15 | $961 | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 16 | $1.02K | 0.00% | +16 | New |
| Caitong International Asset Management Co., Ltd | 17 | $1.09K | 0.00% | −2,325−99.3% | Reduced |
| AdvisorNet Financial, Inc | 17 | $1.09K | 0.00% | −102−85.7% | Reduced |
| SJS Investment Consulting Inc. | 18 | $1.15K | 0.00% | +18 | New |
| Lodestone Wealth Management LLC | 19 | $1.22K | 0.00% | +19 | New |
| Keating Financial Advisory Services, Inc. | 19 | $1.22K | 0.00% | +19 | New |
| Garton & Associates Financial Advisors LLC | 19 | $1.22K | 0.00% | +19 | New |
| CBIZ Investment Advisory Services, LLC | 20 | $1.30K | 0.00% | +20 | New |
| Strive Financial Group ,LLC | 21 | $1.34K | 0.00% | +21 | New |
| Merited Wealth, LLC | 22 | $1.41K | 0.00% | +22 | New |
| Reyes Financial Architecture, Inc. | 23 | $1.47K | 0.00% | +23 | New |
| St. Johns Investment Management Company, LLC | 25 | $1.60K | 0.00% | 00.0% | Unchanged |
| City State Bank | 25 | $1.60K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 28 | $1.79K | 0.00% | +28 | New |
| Capital Analysts, LLC | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 35 | $2.00K | 0.00% | +5+16.7% | Added |
| Smithfield Trust Co | 22 | $2.00K | 0.00% | +22 | New |
| American National Bank | 34 | $2.18K | 0.00% | +34 | New |
| IMA Wealth, Inc. | 34 | $2.18K | 0.00% | +34 | New |
| Hughes Financial Services, LLC | 35 | $2.24K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 36 | $2.31K | 0.00% | +36 | New |
| Financial Network Wealth Advisors LLC | 37 | $2.37K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 39 | $2.50K | 0.00% | +39 | New |
| Godfrey Financial Associates, Inc. | 41 | $2.63K | 0.00% | +41 | New |
| Bayban | 42 | $2.69K | 0.00% | +42 | New |
| HFM Investment Advisors, LLC | 44 | $2.82K | 0.00% | +44 | New |
| Monetary Solutions, Ltd | 44 | $2.82K | 0.00% | +44 | New |
| Federated Hermes, Inc. | 45 | $2.88K | 0.00% | +10+28.6% | Added |
| TD Private Client Wealth LLC | 46 | $2.95K | 0.00% | +8+21.1% | Added |
| Vermillion Wealth Management, Inc. | 47 | $3.01K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 49 | $3.14K | 0.00% | −25−33.8% | Reduced |
| Ancora Advisors, LLC | 49 | $3.14K | 0.00% | +49 | New |
| 1 North Wealth Services LLC | 49 | $3.14K | 0.00% | +49 | New |
| Montag A & Associates Inc | 49 | $3.16K | 0.00% | +32+188.2% | Added |
| Clark Wealth Partners | 50 | $3.20K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 50 | $3.20K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 50 | $3.20K | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 50 | $3.20K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 50 | $3.20K | 0.00% | +50 | New |
| MidFirst Bank | 53 | $3.39K | 0.00% | +53 | New |
| Principia Wealth Advisory, LLC | 56 | $3.59K | 0.00% | +1+1.8% | Added |
| Insight Financial Services | 61 | $3.91K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 61 | $3.91K | 0.00% | +61 | New |
| Capital Advisors, Ltd. LLC | 69 | $4.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 63 | $4.04K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 63 | $4.04K | 0.00% | +63 | New |
| Redmont Wealth Advisors LLC | 64 | $4.10K | 0.01% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 64 | $4.13K | 0.00% | +64 | New |
| North Star Investment Management Corp. | 66 | $4.23K | 0.00% | +66 | New |
| Nemes Rush Group LLC | 68 | $4.36K | 0.00% | +68 | New |
| SHP Wealth Management | 76 | $4.85K | 0.00% | +76 | New |
| Plante Moran Financial Advisors, LLC | 76 | $4.87K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 76 | $4.87K | 0.00% | +76 | New |
| Cornerstone Planning Group LLC | 70 | $4.89K | 0.00% | +22+45.8% | Added |
| Raffa Wealth Management, LLC | 80 | $5.12K | 0.00% | +44+122.2% | Added |
| Acumen Wealth Advisors, LLC | 81 | $5.19K | 0.00% | +81 | New |
| Kilter Group LLC | 83 | $5.32K | 0.00% | +57+219.2% | Added |
| Zions Bancorporation, National Association | 86 | $5.51K | 0.00% | −12−12.2% | Reduced |
| Creative Financial Designs Inc | 86 | $5.51K | 0.00% | +64+290.9% | Added |
| Clearstead Advisors, LLC | 90 | $5.76K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 91 | $5.84K | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 99 | $6.34K | 0.00% | +99 | New |
| Ninety One UK Ltd | 99 | $6.34K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 100 | $6.40K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 100 | $6.40K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 100 | $6.40K | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 100 | $6.40K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 100 | $6.40K | 0.00% | +100 | New |
| Transamerica Financial Advisors, Inc. | 107 | $6.85K | 0.00% | +96+872.7% | Added |
| GW&K Investment Management, LLC | 114 | $7.00K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 111 | $7.11K | 0.00% | +24+27.6% | Added |
| ORG Partners LLC | 114 | $7.30K | 0.00% | +114 | New |
| Triumph Capital Management | 114 | $7.30K | 0.00% | +114 | New |
| Essential Partners LLC | 114 | $7.30K | 0.00% | +114 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 115 | $7.36K | 0.00% | +115 | New |
| Sunbelt Securities, Inc. | 116 | $7.46K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 125 | $8.01K | 0.00% | +125 | New |
| Sound Income Strategies, LLC | 117 | $8.04K | 0.00% | +117 | New |
| Newbridge Financial Services Group, Inc. | 132 | $8.47K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 149 | $9.54K | 0.01% | −108−42.0% | Reduced |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 149 | $9.54K | 0.01% | +149 | New |
| GPS Wealth Strategies Group, LLC | 150 | $9.61K | 0.01% | −373−71.3% | Reduced |
| Winch Advisory Services, LLC | 154 | $9.87K | 0.00% | 00.0% | Unchanged |