| Spire Wealth Management | 65 | $13 | 0.00% | +65 | New |
| Country Trust Bank | 1 | $200 | 0.00% | +1 | New |
| Westend Capital Management, LLC | 1 | $222 | 0.00% | +1 | New |
| NVWM, LLC | 2 | $400 | 0.00% | +1+100.0% | Added |
| Winthrop Capital Management, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Key Financial Inc | 5 | $1.00K | 0.00% | +5 | New |
| Triad Wealth Partners, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Creekmur Asset Management LLC | 5 | $1.00K | 0.00% | +5 | New |
| Innealta Capital, LLC | 6 | $1.20K | 0.00% | +6 | New |
| Unique Wealth Strategies, LLC | 7 | $1.39K | 0.00% | +7 | New |
| Bank of New Hampshire | 7 | $1.40K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 7 | $1.40K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 7 | $1.40K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 7 | $1.40K | 0.00% | +7 | New |
| Crewe Advisors LLC | 8 | $1.60K | 0.00% | −6−42.9% | Reduced |
| Raffa Wealth Management, LLC | 8 | $1.60K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 10 | $1.92K | 0.00% | +4+66.7% | Added |
| North Star Investment Management Corp. | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 10 | $2.00K | 0.00% | +3+42.9% | Added |
| Cornerstone Planning Group LLC | 11 | $2.04K | 0.00% | +7+175.0% | Added |
| Pineridge Advisors LLC | 13 | $2.65K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 14 | $2.87K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 19 | $3.00K | 0.00% | +5+35.7% | Added |
| Penserra Capital Management LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 15 | $3.00K | 0.00% | +15 | New |
| Hollencrest Capital Management | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 15 | $3.00K | 0.00% | +1+7.1% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 15 | $3.00K | 0.00% | +15 | New |
| Camelot Portfolios, LLC | 15 | $3.00K | 0.00% | +15 | New |
| Macroview Investment Management LLC | 16 | $3.20K | 0.00% | −23−59.0% | Reduced |
| Tyler-Stone Wealth Management | 17 | $3.40K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 18 | $3.60K | 0.00% | −36−66.7% | Reduced |
| HBC Financial Services, PLLC | 23 | $4.00K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 20 | $4.00K | 0.00% | +4+25.0% | Added |
| FinTrust Capital Advisors, LLC | 24 | $4.80K | 0.00% | −99−80.5% | Reduced |
| Clear Street Markets LLC | 24 | $5.00K | 0.00% | +24 | New |
| Beaird Harris Wealth Management, LLC | 26 | $5.21K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 26 | $5.21K | 0.00% | 00.0% | Unchanged |
| Family Firm, Inc. | 26 | $5.21K | 0.00% | +26 | New |
| ZRC Wealth Management, LLC | 26 | $5.21K | 0.00% | +26 | New |
| Caldwell Sutter Capital, Inc. | 27 | $5.41K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 27 | $5.46K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 28 | $5.61K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 28 | $5.61K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 28 | $5.61K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 28 | $5.61K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 28 | $5.61K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 29 | $5.81K | 0.00% | −1−3.3% | Reduced |
| Grove Bank & Trust | 34 | $6.81K | 0.00% | 00.0% | Unchanged |
| Avondale Wealth Management | 35 | $7.01K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 35 | $7.01K | 0.00% | +35 | New |
| WR Wealth Planners, LLC | 36 | $7.21K | 0.00% | +28+350.0% | Added |
| Redwood Wealth Management Group, LLC | 37 | $7.41K | 0.01% | +37 | New |
| Dogwood Wealth Management LLC | 37 | $7.41K | 0.00% | +37 | Added |
| Fortitude Family Office, LLC | 38 | $7.61K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 39 | $7.81K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 42 | $8.49K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 44 | $8.81K | 0.00% | −25−36.2% | Reduced |
| Friedenthal Financial | 46 | $9.21K | 0.01% | +46 | New |
| Elequin Capital LP | 47 | $9.41K | 0.00% | +47 | New |
| Aspect Partners, LLC | 50 | $10.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 50 | $10.0K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 50 | $10.0K | 0.00% | +50 | New |
| Financial Network Wealth Advisors LLC | 52 | $10.3K | 0.01% | +52 | New |
| American Capital Advisory, LLC | 68 | $10.5K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 54 | $10.8K | 0.00% | +27+100.0% | Added |
| Bell Investment Advisors, Inc | 59 | $11.8K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 59 | $11.8K | 0.00% | +59 | New |
| JTC Employer Solutions Trusteee Ltd | 56 | $12.0K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 61 | $12.2K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 61 | $12.2K | 0.00% | +61 | New |
| Brown Financial Advisors | 63 | $12.6K | 0.01% | +63 | New |
| BFSG, LLC | 64 | $12.8K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 65 | $13.1K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 67 | $13.5K | 0.00% | −50−42.7% | Reduced |
| Bruce G. Allen Investments, LLC | 68 | $13.6K | 0.01% | −3−4.2% | Reduced |
| Valued Wealth Advisors LLC | 69 | $13.8K | 0.01% | +12+21.1% | Added |
| GW&K Investment Management, LLC | 72 | $14.0K | 0.00% | +8+12.5% | Added |
| Ranger Investment Management, L.P. | 72 | $14.4K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 74 | $15.0K | 0.01% | +74 | New |
| Rogco, LP | 75 | $15.0K | 0.01% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 76 | $15.2K | 0.00% | −1,130−93.7% | Reduced |
| Ancora Advisors, LLC | 82 | $16.4K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 85 | $17.0K | 0.01% | +12+16.4% | Added |
| Colonial Trust Co | 86 | $17.2K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 87 | $17.6K | 0.01% | +1+1.2% | Added |
| Pinnacle Bancorp, Inc. | 92 | $18.4K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 92 | $18.4K | 0.01% | +6+7.0% | Added |
| Eagle Bay Advisors LLC | 93 | $18.6K | 0.01% | −33−26.2% | Reduced |
| Cetera Trust Company, N.A | 93 | $18.6K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 93 | $18.7K | 0.01% | −6−6.1% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 95 | $19.0K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 100 | $20.0K | 0.01% | 00.0% | Unchanged |
| New Millennium Group LLC | 100 | $20.0K | 0.01% | +100 | New |
| Riverview Trust Co | 105 | $21.0K | 0.02% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 105 | $21.0K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 106 | $21.2K | 0.01% | +29+37.7% | Added |