| GPS Wealth Strategies Group, LLC | 1 | $57 | 0.00% | −3,639−100.0% | Reduced |
| Blume Capital Management, Inc. | 1 | $57 | 0.00% | +1 | New |
| Ruedi Wealth Management, Inc. | 3 | $170 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 3 | $170 | 0.00% | +3 | New |
| Carolinas Wealth Consulting LLC | 5 | $283 | 0.00% | −261−98.1% | Reduced |
| Ancora Advisors, LLC | 5 | $283 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 6 | $340 | 0.00% | +6 | New |
| Quest 10 Wealth Builders, Inc. | 7 | $372 | 0.00% | +7 | New |
| Stonebridge Financial Group, LLC | 7 | $396 | 0.00% | +7 | New |
| Cherry Tree Wealth Management, LLC | 8 | $453 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 9 | $510 | 0.00% | +9 | New |
| Rossby Financial, LCC | 10 | $609 | 0.00% | +10 | New |
| Rialto Wealth Management, LLC | 12 | $680 | 0.00% | +12 | New |
| Bruce G. Allen Investments, LLC | 14 | $792 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 14 | $792 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 15 | $848 | 0.00% | +10+200.0% | Added |
| Bay Harbor Wealth Management, LLC | 15 | $848 | 0.00% | +15 | New |
| American Capital Advisory, LLC | 15 | $849 | 0.00% | +15 | New |
| GoalVest Advisory LLC | 16 | $905 | 0.00% | +16 | New |
| Asset Dedication, LLC | 16 | $906 | 0.00% | +16 | New |
| Valley National Advisers Inc | 35 | $1.00K | 0.00% | +35 | New |
| WealthTrak Capital Management LLC | 20 | $1.13K | 0.00% | −15−42.9% | Reduced |
| Highline Wealth Partners LLC | 20 | $1.13K | 0.00% | −4−16.7% | Reduced |
| Wolff Wiese Magana LLC | 20 | $1.13K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 20 | $1.13K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 20 | $1.13K | 0.00% | +20 | New |
| Bare Financial Services, Inc | 20 | $1.13K | 0.00% | +20 | New |
| Principia Wealth Advisory, LLC | 28 | $1.64K | 0.00% | +9+47.4% | Added |
| First Command Advisory Services, Inc. | 30 | $1.70K | 0.00% | +30 | New |
| Longfellow Investment Management Co LLC | 32 | $1.81K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 36 | $2.04K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 36 | $2.04K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 38 | $2.15K | 0.00% | −182−82.7% | Reduced |
| Activest Wealth Management | 38 | $2.15K | 0.00% | +36+1,800.0% | Added |
| HighMark Wealth Management LLC | 40 | $2.26K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 40 | $2.26K | 0.00% | +40 | New |
| CBIZ Investment Advisory Services, LLC | 41 | $2.32K | 0.00% | +41 | New |
| Hexagon Capital Partners LLC | 42 | $2.38K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 43 | $2.43K | 0.00% | −27−38.6% | Reduced |
| Redwood Park Advisors LLC | 44 | $2.49K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 44 | $2.49K | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 47 | $2.66K | 0.05% | +47 | New |
| Greenline Partners, LLC | 48 | $2.72K | 0.00% | +48 | New |
| Sachetta, LLC | 48 | $2.72K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 50 | $2.79K | 0.00% | +50 | New |
| Creekmur Asset Management LLC | 54 | $3.06K | 0.00% | −28−34.1% | Reduced |
| S&T Bank | 54 | $3.06K | 0.00% | +54 | New |
| Solstein Capital, LLC | 56 | $3.17K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 56 | $3.17K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 60 | $3.40K | 0.00% | +20+50.0% | Added |
| Brown, Lisle/Cummings, Inc. | 63 | $3.56K | 0.00% | +63 | New |
| Prestige Wealth Management Group LLC | 64 | $3.62K | 0.00% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 64 | $3.62K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 72 | $4.07K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 74 | $4.19K | 0.00% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 76 | $4.30K | 0.00% | +76 | New |
| St Germain D J Co Inc | 78 | $4.41K | 0.00% | +78 | New |
| Princeton Global Asset Management LLC | 80 | $4.53K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 80 | $4.53K | 0.00% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 80 | $4.53K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 84 | $4.75K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 88 | $4.98K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 84 | $5.00K | 0.00% | 00.0% | Unchanged |
| Nova Wealth Management, Inc. | 90 | $5.09K | 0.00% | +90 | New |
| DiNuzzo Private Wealth, Inc. | 91 | $5.15K | 0.00% | −2−2.2% | Reduced |
| Iron Horse Wealth Management, LLC | 92 | $5.21K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 92 | $5.21K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 103 | $5.83K | 0.00% | +103 | New |
| Plato Investment Management Ltd | 104 | $5.95K | 0.00% | +68+188.9% | Added |
| Concord Wealth Partners | 110 | $6.22K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 105 | $6.56K | 0.00% | +20+23.5% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 119 | $6.74K | 0.01% | −16−11.9% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 113 | $6.90K | 0.00% | −95−45.7% | Reduced |
| Bellevue Asset Management, LLC | 122 | $6.90K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 122 | $6.90K | 0.00% | −48−28.2% | Reduced |
| Frazier Financial Advisors, LLC | 126 | $7.13K | 0.01% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 128 | $7.24K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 136 | $7.70K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 140 | $7.92K | 0.00% | 00.0% | Unchanged |
| CSS LLC | 140 | $7.92K | 0.00% | +140 | New |
| FSA Wealth Management LLC | 156 | $8.83K | 0.00% | +24+18.2% | Added |
| Avion Wealth | 170 | $9.00K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 160 | $9.05K | 0.01% | 00.0% | Unchanged |
| Motco | 160 | $9.05K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 160 | $9.05K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 162 | $9.17K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 166 | $9.39K | 0.00% | −1,878−91.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 166 | $9.39K | 0.00% | +10+6.4% | Added |
| Raffa Wealth Management, LLC | 172 | $9.73K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 175 | $9.90K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 180 | $10.2K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 194 | $11.0K | 0.00% | +194 | New |
| Carolina Wealth Advisors, LLC | 198 | $11.2K | 0.01% | 00.0% | Unchanged |
| City State Bank | 200 | $11.3K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 200 | $11.3K | 0.01% | +200 | New |
| Westside Investment Management, Inc. | 200 | $11.4K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 203 | $11.5K | 0.01% | −10−4.7% | Reduced |
| Operose Advisors LLC | 204 | $11.5K | 0.00% | +204 | New |
| City Holding Co | 208 | $11.8K | 0.00% | +208 | New |
| Capital Advisors, Ltd. LLC | 205 | $12.0K | 0.00% | +44+27.3% | Added |