| Avion Wealth | 3 | $0 | 0.00% | +3 | New |
| Raleigh Capital Management Inc. | 0 | $10 | 0.00% | 0 | Unchanged |
| Manchester Capital Management LLC | 1 | $173 | 0.00% | −121−99.2% | Reduced |
| Private Wealth Asset Management, LLC | 1 | $173 | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 1 | $173 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 2 | $344 | 0.00% | +2 | New |
| Blue Bell Private Wealth Management, LLC | 2 | $346 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2 | $346 | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 2 | $346 | 0.00% | +2 | New |
| United Financial Planning Group LLC | 2 | $346 | 0.00% | +2 | New |
| 1015 Capital Partners, LLC | 2 | $346 | 0.00% | +2 | New |
| Westend Capital Management, LLC | 3 | $519 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 3 | $519 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 3 | $519 | 0.00% | +1+50.0% | Added |
| Concord Wealth Partners | 3 | $519 | 0.00% | +3 | New |
| HFM Investment Advisors, LLC | 4 | $692 | 0.00% | −1−20.0% | Reduced |
| Sunrise Financial Services, LLC | 5 | $864 | 0.00% | +5 | New |
| Winch Advisory Services, LLC | 7 | $1.21K | 0.00% | +7 | New |
| Wealth Enhancement Trust Services, Inc. | 7 | $1.21K | 0.00% | +7 | New |
| McGuire Capital Advisors Inc | 7 | $1.21K | 0.00% | +7 | New |
| Montag A & Associates Inc | 7 | $1.22K | 0.00% | +7 | New |
| Cromwell Holdings LLC | 8 | $1.38K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 8 | $1.38K | 0.00% | +8 | New |
| Bay Harbor Wealth Management, LLC | 9 | $1.55K | 0.00% | +2+28.6% | Added |
| SJS Investment Consulting Inc. | 9 | $1.56K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 9 | $1.56K | 0.00% | +9 | New |
| Berkshire Capital Holdings Inc | 10 | $1.73K | 0.00% | −43,900−100.0% | Reduced |
| Investors Research Corp | 10 | $1.73K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 10 | $1.76K | 0.00% | −6−37.5% | Reduced |
| Bare Financial Services, Inc | 11 | $1.90K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 11 | $1.90K | 0.00% | +11 | New |
| Armstrong Advisory Group, Inc | 11 | $1.90K | 0.00% | +11 | New |
| Valley National Advisers Inc | 16 | $2.00K | 0.00% | +16 | New |
| CX Institutional | 11 | $2.00K | 0.00% | +11 | New |
| Bruce G. Allen Investments, LLC | 12 | $2.07K | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 12 | $2.07K | 0.00% | +12 | New |
| UMA Financial Services, Inc. | 13 | $2.25K | 0.00% | +3+30.0% | Added |
| Plante Moran Financial Advisors, LLC | 15 | $2.59K | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 15 | $2.59K | 0.00% | +15 | New |
| Atlas Capital Advisors LLC | 17 | $2.94K | 0.00% | +17 | New |
| Dogwood Wealth Management LLC | 17 | $2.94K | 0.00% | +17 | New |
| Bayban | 19 | $3.28K | 0.00% | +19 | New |
| TD Private Client Wealth LLC | 21 | $3.63K | 0.00% | −3−12.5% | Reduced |
| Atlantic Trust, LLC | 23 | $3.98K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 24 | $4.15K | 0.00% | +24 | New |
| LGT Financial Advisors LLC | 25 | $4.30K | 0.03% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 25 | $4.32K | 0.00% | +25 | New |
| Archer Investment Corp | 25 | $4.32K | 0.00% | +25 | New |
| Park Place Capital Corp | 28 | $4.84K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 30 | $5.18K | 0.00% | +30 | New |
| Rothschild Investment LLC | 32 | $5.53K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 27 | $5.86K | 0.00% | −3−10.0% | Reduced |
| Centerpoint Advisors, LLC | 36 | $6.00K | 0.00% | −41−53.2% | Reduced |
| Curio Wealth, LLC | 34 | $6.02K | 0.00% | +34 | New |
| Hager Investment Management Services, LLC | 38 | $6.57K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 39 | $6.75K | 0.00% | +39 | New |
| Quattro Advisors LLC | 39 | $6.80K | 0.01% | +39 | New |
| Cape Investment Advisory, Inc. | 41 | $7.09K | 0.00% | +1+2.5% | Added |
| Whittier Trust Co of Nevada Inc | 38 | $7.42K | 0.00% | −1−2.6% | Reduced |
| Accent Capital Management, LLC | 45 | $7.78K | 0.00% | +15+50.0% | Added |
| Motiv8 Investments LLC | 45 | $8.00K | 0.00% | +45 | New |
| Bellevue Asset Management, LLC | 47 | $8.12K | 0.00% | −8−14.5% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 50 | $8.64K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 50 | $8.64K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 50 | $8.67K | 0.00% | −150−75.0% | Reduced |
| Key Financial Inc | 51 | $8.81K | 0.00% | +5+10.9% | Added |
| Cary Street Partner Investment Advisory LLC | 52 | $8.99K | 0.00% | +52 | New |
| Webster Bank, N. A. | 54 | $9.33K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 55 | $9.51K | 0.00% | +55 | New |
| WPG Advisers, LLC | 56 | $9.68K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 56 | $9.75K | 0.00% | +28+100.0% | Added |
| Trust Co of Vermont | 58 | $10.0K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 60 | $10.4K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 60 | $10.4K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 60 | $10.4K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 67 | $11.6K | 0.00% | −12−15.2% | Reduced |
| Fortitude Family Office, LLC | 73 | $12.6K | 0.00% | −2−2.7% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 74 | $12.7K | 0.00% | +74 | New |
| Elequin Capital LP | 74 | $12.8K | 0.00% | +74 | New |
| Sachetta, LLC | 74 | $12.8K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 75 | $13.0K | 0.00% | +75 | New |
| Wellington Shields & Co., LLC | 76 | $13.1K | 0.00% | +76 | New |
| St Germain D J Co Inc | 77 | $13.3K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 77 | $13.3K | 0.00% | +77 | New |
| Meramec Financial Planners, LLC | 68 | $13.4K | 0.01% | +68 | New |
| Adkins Seale Capital Management LLC | 79 | $13.7K | 0.01% | +79 | New |
| Farmers & Merchants Investments Inc | 80 | $13.8K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 80 | $13.8K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 80 | $13.8K | 0.00% | +80 | New |
| Measured Wealth Private Client Group, LLC | 92 | $15.9K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 94 | $16.2K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 99 | $17.1K | 0.00% | +24+32.0% | Added |
| Security National Bank | 100 | $17.3K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 100 | $17.3K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 100 | $17.3K | 0.01% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 105 | $18.1K | 0.00% | +105 | New |
| Pinnacle Wealth Planning Services, Inc. | 106 | $18.3K | 0.00% | +106 | New |
| Valued Wealth Advisors LLC | 107 | $18.5K | 0.01% | +1+0.9% | Added |
| Signature Equity Partners, LLC | 110 | $19.0K | 0.01% | +110 | New |
| Carolina Wealth Advisors, LLC | 112 | $19.4K | 0.01% | 00.0% | Unchanged |