| Burkett Financial Services, LLC | 0 | $18 | 0.00% | 0 | New |
| Trust Co of Toledo NA | 1 | $180 | 0.00% | +1 | New |
| Parallax Volatility Advisers, L.P. | 1 | $180 | 0.00% | +1 | New |
| Napier Financial, LLC | 1 | $180 | 0.00% | +1 | New |
| Asset Dedication, LLC | 1 | $181 | 0.00% | −23−95.8% | Reduced |
| First Pacific Financial | 1 | $181 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $331 | 0.00% | −9−90.0% | Reduced |
| Tidemark, LLC | 2 | $360 | 0.00% | +2 | New |
| Curio Wealth, LLC | 2 | $360 | 0.00% | +2 | New |
| Purpose Unlimited Inc. | 2 | $360 | 0.00% | +2 | New |
| Rialto Wealth Management, LLC | 2 | $361 | 0.00% | −2−50.0% | Reduced |
| Beaird Harris Wealth Management, LLC | 2 | $361 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 2 | $361 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 2 | $361 | 0.00% | +1+100.0% | Added |
| American Capital Advisory, LLC | 2 | $378 | 0.00% | 00.0% | Unchanged |
| United Community Bank | 3 | $540 | 0.00% | −20−87.0% | Reduced |
| HFM Investment Advisors, LLC | 3 | $540 | 0.00% | −1−25.0% | Reduced |
| 1015 Capital Partners, LLC | 3 | $540 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 3 | $540 | 0.00% | +2+200.0% | Added |
| Synergy Investment Management, LLC | 3 | $540 | 0.00% | +3 | New |
| Crewe Advisors LLC | 3 | $541 | 0.00% | −1−25.0% | Reduced |
| Valued Wealth Advisors LLC | 3 | $541 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 3 | $541 | 0.00% | +3 | New |
| Elevated Capital Advisors, LLC | 5 | $900 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 5 | $900 | 0.00% | +3+150.0% | Added |
| MBM Wealth Consultants, LLC | 5 | $900 | 0.00% | +5 | New |
| Whipplewood Advisors, LLC | 5 | $900 | 0.00% | +5 | New |
| Burk Holdings LLC | 5 | $900 | 0.00% | +5 | New |
| UMA Financial Services, Inc. | 5 | $901 | 0.00% | −39−88.6% | Reduced |
| Financial Consulate, Inc | 5 | $901 | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 6 | $1.08K | 0.00% | +2+50.0% | Added |
| NBT Bank N A | 6 | $1.08K | 0.00% | +6 | New |
| Elequin Capital LP | 6 | $1.08K | 0.00% | +6 | New |
| Highline Wealth Partners LLC | 6 | $1.08K | 0.00% | +2+50.0% | Added |
| Dogwood Wealth Management LLC | 7 | $1.26K | 0.00% | −8−53.3% | Reduced |
| Principia Wealth Advisory, LLC | 7 | $1.26K | 0.00% | −1−12.5% | Reduced |
| Imprint Wealth LLC | 7 | $1.26K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 7 | $1.26K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 9 | $1.62K | 0.00% | +1+12.5% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 10 | $1.80K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 10 | $1.80K | 0.00% | −1−9.1% | Reduced |
| Raleigh Capital Management Inc. | 10 | $1.80K | 0.00% | +10 | New |
| Rakuten Securities, Inc. | 10 | $1.80K | 0.00% | +10 | New |
| TFC Financial Management | 10 | $1.80K | 0.00% | +3+42.9% | Added |
| Portus Wealth Advisors, LLC | 11 | $1.98K | 0.00% | +11 | New |
| South State Corp. | 12 | $2.16K | 0.00% | −63−84.0% | Reduced |
| Johnson Financial Group, Inc. | 12 | $2.16K | 0.00% | −63−84.0% | Reduced |
| Abound Wealth Management | 12 | $2.16K | 0.00% | −2−14.3% | Reduced |
| Bogart Wealth, LLC | 12 | $2.16K | 0.00% | +6+100.0% | Added |
| Cornerstone Financial Management LLC | 12 | $2.16K | 0.00% | +10+500.0% | Added |
| First Command Advisory Services, Inc. | 12 | $2.16K | 0.00% | +12 | New |
| Wall Street Financial Group, Inc. | 12 | $2.16K | 0.00% | +12 | New |
| J.Safra Asset Management Corp | 13 | $2.34K | 0.00% | +2+18.2% | Added |
| Aviso Financial Inc. | 14 | $2.52K | 0.00% | −752−98.2% | Reduced |
| SBI Securities Co., Ltd. | 14 | $2.52K | 0.00% | −51−78.5% | Reduced |
| ZRC Wealth Management, LLC | 14 | $2.52K | 0.00% | −7−33.3% | Reduced |
| Bay Harbor Wealth Management, LLC | 15 | $2.70K | 0.00% | +6+66.7% | Added |
| Red Tortoise LLC | 16 | $2.88K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 16 | $2.88K | 0.00% | +16 | New |
| Bartlett & Co. Wealth Management LLC | 17 | $2.93K | 0.00% | +17 | New |
| Avion Wealth | 17 | $3.00K | 0.00% | −5−22.7% | Reduced |
| First Horizon Corp | 18 | $3.24K | 0.00% | +4+28.6% | Added |
| Central Trust Co | 18 | $3.24K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 20 | $3.60K | 0.00% | −161−89.0% | Reduced |
| WPG Advisers, LLC | 20 | $3.60K | 0.00% | −12−37.5% | Reduced |
| Triumph Capital Management | 20 | $3.60K | 0.00% | +18+900.0% | Added |
| Sachetta, LLC | 20 | $3.60K | 0.00% | +11+122.2% | Added |
| Bruce G. Allen Investments, LLC | 21 | $3.78K | 0.00% | +11+110.0% | Added |
| IMG Wealth Management, Inc. | 21 | $3.78K | 0.00% | +21 | New |
| Legacy Wealth Managment, LLC | 21 | $3.78K | 0.00% | +8+61.5% | Added |
| Financial Network Wealth Advisors LLC | 21 | $3.81K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 21 | $3.83K | 0.00% | −1−4.5% | Reduced |
| Signature Equity Partners, LLC | 22 | $3.88K | 0.00% | +9+69.2% | Added |
| Truvestments Capital LLC | 22 | $3.96K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 22 | $3.96K | 0.00% | +22 | New |
| Bell Investment Advisors, Inc | 23 | $4.14K | 0.00% | +3+15.0% | Added |
| Clayton Financial Group LLC | 23 | $4.14K | 0.00% | +15+187.5% | Added |
| Brown, Lisle/Cummings, Inc. | 23 | $4.14K | 0.00% | +23 | New |
| Keating Financial Advisory Services, Inc. | 24 | $4.32K | 0.00% | −6−20.0% | Reduced |
| Wolff Wiese Magana LLC | 24 | $4.32K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 27 | $4.86K | 0.00% | +27 | New |
| Fortitude Family Office, LLC | 29 | $5.22K | 0.00% | +1+3.6% | Added |
| Private Wealth Management Group, LLC | 29 | $5.22K | 0.00% | −30−50.8% | Reduced |
| Creative Financial Designs Inc | 30 | $5.40K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 30 | $5.47K | 0.00% | −267−89.9% | Reduced |
| Vermillion Wealth Management, Inc. | 30 | $5.49K | 0.00% | +5+20.0% | Added |
| Sankala Group LLC | 32 | $5.54K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 32 | $5.76K | 0.00% | −17−34.7% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 33 | $5.94K | 0.00% | −46−58.2% | Reduced |
| Millstone Evans Group, LLC | 33 | $5.94K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 33 | $5.94K | 0.00% | +33 | New |
| Cherry Tree Wealth Management, LLC | 34 | $6.12K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 34 | $6.12K | 0.05% | +9+36.0% | Added |
| Westside Investment Management, Inc. | 34 | $6.19K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 35 | $6.30K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 35 | $6.30K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 35 | $6.30K | 0.00% | +12+52.2% | Added |
| Bare Financial Services, Inc | 36 | $6.48K | 0.00% | +33+1,100.0% | Added |
| Kemnay Advisory Services Inc. | 38 | $6.84K | 0.00% | −80−67.8% | Reduced |
