| Cape Investment Advisory, Inc. | 1 | $183 | 0.00% | −3−75.0% | Reduced |
| Duncker Streett & Co Inc | 1 | $183 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 1 | $183 | 0.00% | +1 | New |
| ROSS\JOHNSON & Associates LLC | 2 | $365 | 0.01% | +2 | New |
| Bartlett & Co. Wealth Management LLC | 2 | $366 | 0.00% | −2−50.0% | Reduced |
| Tortoise Investment Management, LLC | 2 | $366 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 2 | $366 | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 2 | $366 | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 2 | $408 | 0.00% | +2 | New |
| Parkworth Wealth Management, Inc. | 3 | $548 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 3 | $548 | 0.00% | +3 | New |
| HFM Investment Advisors, LLC | 3 | $549 | 0.00% | +3 | New |
| Bear Mountain Capital, Inc. | 3 | $574 | 0.00% | +3 | New |
| Continuum Advisory, LLC | 4 | $731 | 0.00% | −38−90.5% | Reduced |
| Blume Capital Management, Inc. | 4 | $732 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 5 | $914 | 0.00% | 00.0% | Unchanged |
| Abound Financial, LLC | 5 | $914 | 0.00% | +5 | New |
| Winthrop Capital Management, LLC | 7 | $1.00K | 0.00% | −6−46.2% | Reduced |
| Valley National Advisers Inc | 10 | $1.00K | 0.00% | +3+42.9% | Added |
| Ogorek Anthony Joseph | 7 | $1.00K | 0.00% | +7 | New |
| Bogart Wealth, LLC | 6 | $1.10K | 0.00% | −79−92.9% | Reduced |
| Riggs Asset Managment Co. Inc. | 6 | $1.10K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 6 | $1.10K | 0.00% | +6 | New |
| Greenline Partners, LLC | 6 | $1.10K | 0.00% | +6 | New |
| Richardson Financial Services Inc. | 7 | $1.28K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 7 | $1.28K | 0.00% | +7 | New |
| Financial Network Wealth Advisors LLC | 7 | $1.28K | 0.00% | +7 | New |
| Rialto Wealth Management, LLC | 7 | $1.28K | 0.00% | +7 | New |
| Winnow Wealth LLC | 8 | $1.38K | 0.00% | +2+33.3% | Added |
| WestEnd Advisors, LLC | 8 | $1.46K | 0.00% | +8 | New |
| Global Wealth Strategies & Associates | 8 | $1.46K | 0.00% | +8 | New |
| Binnacle Investments Inc | 8 | $1.46K | 0.00% | +8 | New |
| HHM Wealth Advisors, LLC | 9 | $1.65K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 9 | $1.65K | 0.00% | +9 | New |
| CGC Financial Services, LLC | 10 | $1.83K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 10 | $1.83K | 0.00% | +10 | New |
| PayPay Securities Corp | 10 | $1.93K | 0.11% | +5+100.0% | Added |
| Belmont Capital, LLC | 11 | $2.01K | 0.00% | +11 | New |
| CBIZ Investment Advisory Services, LLC | 12 | $2.19K | 0.00% | +12 | New |
| Rise Advisors, LLC | 12 | $2.19K | 0.00% | +12 | New |
| Foster Dykema Cabot & Partners, LLC | 13 | $2.38K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 14 | $2.56K | 0.00% | +14 | New |
| First Command Advisory Services, Inc. | 14 | $2.56K | 0.00% | +14 | New |
| Kayne Anderson Rudnick Investment Management LLC | 15 | $2.74K | 0.00% | −17−53.1% | Reduced |
| GHP Investment Advisors, Inc. | 16 | $2.92K | 0.00% | +1+6.7% | Added |
| WealthTrak Capital Management LLC | 16 | $2.92K | 0.00% | +13+433.3% | Added |
| Raffa Wealth Management, LLC | 18 | $3.29K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 19 | $3.47K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 19 | $3.47K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 19 | $3.47K | 0.00% | +18+1,800.0% | Added |
| Principia Wealth Advisory, LLC | 19 | $3.58K | 0.00% | +11+137.5% | Added |
| Global Financial Private Client, LLC | 20 | $3.65K | 0.00% | +15+300.0% | Added |
| Dogwood Wealth Management LLC | 20 | $3.65K | 0.00% | +20 | New |
| Capital Advisors, Ltd. LLC | 22 | $4.00K | 0.00% | +3+15.8% | Added |
| Hughes Financial Services, LLC | 24 | $4.38K | 0.00% | +24 | New |
| Wealth Preservation Advisors, LLC | 24 | $4.39K | 0.00% | +24 | New |
| Nova Wealth Management, Inc. | 25 | $4.57K | 0.00% | +25 | New |
| Main Street Group, LTD | 25 | $4.57K | 0.00% | +25 | New |
| Hopwood Financial Services, Inc. | 25 | $4.57K | 0.00% | +25 | New |
| Financial Management Professionals, Inc. | 26 | $4.75K | 0.00% | +26 | New |
| Montag A & Associates Inc | 28 | $5.10K | 0.00% | +12+75.0% | Added |
| NewSquare Capital LLC | 29 | $5.30K | 0.00% | +29 | New |
| Red Tortoise LLC | 30 | $5.48K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 30 | $5.48K | 0.00% | +23+328.6% | Added |
| United Community Bank | 30 | $5.48K | 0.00% | +30 | New |
| Colonial Trust Co | 32 | $5.76K | 0.00% | −100−75.8% | Reduced |
| Avion Wealth | 41 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 32 | $6.00K | 0.00% | +32 | New |
| S&T Bank | 33 | $6.03K | 0.00% | +33 | New |
| Sandy Spring Bank | 33 | $6.03K | 0.00% | +18+120.0% | Added |
| Abound Wealth Management | 33 | $6.05K | 0.00% | +29+725.0% | Added |
| Sunbelt Securities, Inc. | 34 | $6.21K | 0.00% | −20−37.0% | Reduced |
| Trust Co of Vermont | 35 | $6.40K | 0.00% | −22−38.6% | Reduced |
| Godsey & Gibb Associates | 35 | $6.40K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 35 | $6.40K | 0.00% | +35 | New |
| Beacon Capital Management, LLC | 35 | $6.40K | 0.00% | +35 | New |
| Rakuten Securities, Inc. | 39 | $7.13K | 0.00% | −57−59.4% | Reduced |
| Hexagon Capital Partners LLC | 39 | $7.13K | 0.00% | −2−4.9% | Reduced |
| Park Square Financial Group, LLC | 39 | $7.13K | 0.01% | +39 | New |
| DT Investment Partners, LLC | 41 | $7.49K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 41 | $7.49K | 0.00% | +8+24.2% | Added |
| City Holding Co | 45 | $8.22K | 0.00% | +45 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 50 | $9.14K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 50 | $9.14K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 52 | $9.50K | 0.00% | +16+44.4% | Added |
| Atlantic Trust, LLC | 54 | $9.87K | 0.00% | +54 | New |
| Cornerstone Planning Group LLC | 58 | $10.5K | 0.00% | +35+152.2% | Added |
| Fortitude Family Office, LLC | 59 | $10.8K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 60 | $11.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 59 | $11.0K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 38 | $11.1K | 0.01% | +26+216.7% | Added |
| Newbridge Financial Services Group, Inc. | 65 | $11.9K | 0.00% | −285−81.4% | Reduced |
| Kestra Investment Management, LLC | 66 | $12.1K | 0.00% | +50+312.5% | Added |
| Creative Financial Designs Inc | 67 | $12.2K | 0.00% | +30+81.1% | Added |
| Central Trust Co | 70 | $12.8K | 0.00% | −80−53.3% | Reduced |
| Wiser Advisor Group LLC | 70 | $12.8K | 0.02% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 75 | $13.0K | 0.01% | +75 | New |
| Park Place Capital Corp | 73 | $13.3K | 0.00% | −8−9.9% | Reduced |
| Sachetta, LLC | 73 | $13.3K | 0.01% | −1−1.4% | Reduced |
| JFS Wealth Advisors, LLC | 73 | $13.3K | 0.00% | +4+5.8% | Added |