| Ogorek Anthony Joseph | 1 | $0 | 0.00% | +1 | New |
| GPS Wealth Strategies Group, LLC | 1 | $257 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 1 | $257 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 1 | $257 | 0.00% | +1 | New |
| Bartlett & Co. Wealth Management LLC | 1 | $257 | 0.00% | +1 | New |
| Quest 10 Wealth Builders, Inc. | 1 | $333 | 0.00% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 2 | $513 | 0.00% | +2 | New |
| Grey Fox Wealth Advisors, LLC | 2 | $513 | 0.00% | +2 | New |
| Beaird Harris Wealth Management, LLC | 2 | $514 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 2 | $514 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 2 | $514 | 0.00% | +2 | New |
| Strategic Investment Solutions, Inc. | 2 | $527 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2 | $539 | 0.00% | +1+100.0% | Added |
| Tortoise Investment Management, LLC | 3 | $770 | 0.00% | −2−40.0% | Reduced |
| Quaker Wealth Management, LLC | 3 | $770 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 3 | $770 | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 3 | $770 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $770 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 3 | $770 | 0.00% | +2+200.0% | Added |
| Texas Capital Bancshares Inc | 3 | $770 | 0.00% | +3 | New |
| Retirement Wealth Solutions LLC | 3 | $770 | 0.00% | +3 | New |
| Hughes Financial Services, LLC | 4 | $835 | 0.00% | +2+100.0% | Added |
| Capital Analysts, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 4 | $1.03K | 0.00% | −2−33.3% | Reduced |
| Financial Management Professionals, Inc. | 4 | $1.03K | 0.00% | +4 | New |
| Wealth Watch Advisors, INC | 4 | $1.03K | 0.00% | +4 | New |
| CBIZ Investment Advisory Services, LLC | 5 | $1.28K | 0.00% | −5−50.0% | Reduced |
| Principia Wealth Advisory, LLC | 5 | $1.28K | 0.00% | −1−16.7% | Reduced |
| Core Alternative Capital | 5 | $1.28K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 5 | $1.28K | 0.00% | +1+25.0% | Added |
| Financial Consulate, Inc | 5 | $1.28K | 0.00% | +5 | New |
| Guerra Advisors Inc | 5 | $1.28K | 0.00% | +5 | New |
| Vermillion & White Wealth Management Group, LLC | 5 | $1.29K | 0.00% | −48−90.6% | Reduced |
| TD Waterhouse Canada Inc. | 6 | $1.52K | 0.00% | +6 | New |
| Sellwood Investment Partners LLC | 6 | $1.54K | 0.00% | +6 | New |
| United Community Bank | 6 | $1.54K | 0.00% | +6 | New |
| Highline Wealth Partners LLC | 6 | $1.54K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 7 | $1.79K | 0.00% | +1+16.7% | Added |
| Prestige Wealth Management Group LLC | 7 | $1.80K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 8 | $2.05K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 8 | $2.05K | 0.00% | +8 | New |
| Sachetta, LLC | 9 | $2.31K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 9 | $2.31K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 9 | $2.41K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 10 | $2.56K | 0.00% | −2−16.7% | Reduced |
| Bruce G. Allen Investments, LLC | 10 | $2.56K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 10 | $2.57K | 0.00% | +10 | New |
| Sunbelt Securities, Inc. | 11 | $2.82K | 0.00% | +11 | New |
| MCF Advisors LLC | 12 | $3.08K | 0.00% | +12 | New |
| ZRC Wealth Management, LLC | 12 | $3.08K | 0.00% | +12 | New |
| DiNuzzo Private Wealth, Inc. | 13 | $3.20K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 13 | $3.33K | 0.00% | +13 | New |
| Kilter Group LLC | 13 | $3.33K | 0.00% | +5+62.5% | Added |
| Aspect Partners, LLC | 13 | $3.33K | 0.00% | +7+116.7% | Added |
| Proffitt & Goodson Inc | 14 | $3.59K | 0.00% | +14 | New |
| Abound Wealth Management | 14 | $3.59K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 15 | $3.85K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 15 | $3.85K | 0.00% | +1+7.1% | Added |
| Cloud Capital Management, LLC | 18 | $4.00K | 0.00% | +18 | New |
| Ameriflex Group, Inc. | 16 | $4.10K | 0.00% | −87−84.5% | Reduced |
| Concord Wealth Partners | 16 | $4.10K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 16 | $4.10K | 0.00% | 00.0% | Unchanged |
| Motco | 17 | $4.36K | 0.00% | −1−5.6% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 17 | $4.36K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 25 | $5.29K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 21 | $5.39K | 0.00% | +1+5.0% | Added |
| Leonteq Securities AG | 21 | $5.39K | 0.00% | +3+16.7% | Added |
| Harbor Investment Advisory, LLC | 21 | $5.39K | 0.00% | +5+31.3% | Added |
| Financial Network Wealth Advisors LLC | 21 | $5.40K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 21 | $5.42K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 22 | $5.64K | 0.00% | +22 | New |
| Avion Wealth | 26 | $6.00K | 0.00% | −2−7.1% | Reduced |
| South State Corp. | 24 | $6.16K | 0.00% | −17−41.5% | Reduced |
| Wolff Wiese Magana LLC | 24 | $6.16K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 24 | $6.16K | 0.00% | +23+2,300.0% | Added |
| Colonial Trust Co | 24 | $6.22K | 0.00% | +2+9.1% | Added |
| Vermillion Wealth Management, Inc. | 25 | $6.50K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 26 | $6.67K | 0.01% | −195−88.2% | Reduced |
| Howard Hughes Medical Institute | 26 | $6.67K | 0.00% | 00.0% | Unchanged |
| Imprint Wealth LLC | 26 | $6.67K | 0.02% | +26 | New |
| FSA Wealth Management LLC | 27 | $6.93K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 27 | $6.93K | 0.00% | +15+125.0% | Added |
| CoreCap Advisors, LLC | 27 | $6.93K | 0.00% | −11−28.9% | Reduced |
| Palisade Asset Management, LLC | 27 | $6.93K | 0.00% | +27 | New |
| Hantz Financial Services, Inc. | 26 | $7.00K | 0.00% | +7+36.8% | Added |
| Moisand Fitzgerald Tamayo, LLC | 28 | $7.18K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 28 | $7.18K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 28 | $7.18K | 0.00% | +28 | New |
| UMA Financial Services, Inc. | 29 | $7.44K | 0.00% | +18+163.6% | Added |
| Creative Financial Designs Inc | 32 | $8.21K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 33 | $8.46K | 0.00% | −3−8.3% | Reduced |
| WPG Advisers, LLC | 33 | $8.46K | 0.01% | −2−5.7% | Reduced |
| Millstone Evans Group, LLC | 33 | $8.46K | 0.01% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 33 | $8.46K | 0.00% | +33 | New |
| Quent Capital, LLC | 33 | $8.46K | 0.00% | +33 | New |
| Transamerica Financial Advisors, Inc. | 34 | $8.49K | 0.00% | +34 | New |
| Cherry Tree Wealth Management, LLC | 34 | $8.72K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 35 | $8.98K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 37 | $9.49K | 0.00% | −1−2.6% | Reduced |