| Financial Connections Group, Inc. | 8 | $0 | 0.00% | −8−50.0% | Reduced |
| Winch Advisory Services, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 1 | $0 | 0.00% | +1 | New |
| Sofos Investments, Inc. | 81 | $10 | 0.00% | +81 | New |
| Perritt Capital Management Inc | 1 | $81 | 0.00% | −135−99.3% | Reduced |
| USA Financial Portformulas Corp | 1 | $81 | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 2 | $162 | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 2 | $162 | 0.00% | +2 | New |
| 25 LLC | 2 | $163 | 0.00% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 2,886 | $235 | 0.00% | −7,175−71.3% | Reduced |
| VisionPoint Advisory Group, LLC | 3 | $244 | 0.00% | +3 | New |
| NewSquare Capital LLC | 4 | $325 | 0.00% | 00.0% | Unchanged |
| Deane Retirement Strategies, Inc. | 4 | $325 | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 4 | $325 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 4 | $326 | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 6 | $487 | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 6 | $487 | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 6 | $488 | 0.00% | +6 | New |
| Live Oak Investment Partners | – | $567 | 0.00% | – | – |
| Retirement Group, LLC | 7 | $569 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 7 | $569 | 0.00% | 00.0% | Unchanged |
| Savior LLC | 7 | $569 | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 8 | $650 | 0.00% | 00.0% | Unchanged |
| HWG Holdings LP | 8 | $650 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 8 | $650 | 0.00% | +8 | New |
| Pension & Wealth Management Advisors, Inc. | 94 | $704 | 0.00% | +86+1,075.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 9 | $731 | 0.00% | +9 | New |
| Horizons Wealth Management | 9 | $731 | 0.00% | +9 | New |
| Red Tortoise LLC | 10 | $812 | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 11 | $894 | 0.00% | −39−78.0% | Reduced |
| Insight Financial Services | 12 | $974 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 12 | $975 | 0.00% | −8−40.0% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 12 | $975 | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 18 | $1.00K | 0.00% | +10+125.0% | Added |
| Pacifica Partners Inc. | 13 | $1.05K | 0.00% | +4+44.4% | Added |
| True Wealth Design, LLC | 14 | $1.14K | 0.00% | −24−63.2% | Reduced |
| Hoey Investments, Inc | 14 | $1.14K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 15 | $1.22K | 0.00% | +15 | New |
| Tucker Asset Management LLC | 17 | $1.38K | 0.00% | +4+30.8% | Added |
| Country Trust Bank | 18 | $1.46K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 19 | $1.54K | 0.00% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 20 | $1.63K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 20 | $1.63K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 20 | $1.63K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 20 | $1.63K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 21 | $1.71K | 0.00% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 23 | $1.87K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 25 | $2.03K | 0.00% | +25 | New |
| Grayhawk Investment Strategies Inc. | 27 | $2.19K | 0.00% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 28 | $2.27K | 0.00% | +28 | New |
| Cherry Tree Wealth Management, LLC | 28 | $2.27K | 0.00% | +28 | New |
| Costello Asset Management, INC | 29 | $2.36K | 0.00% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 31 | $2.52K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 33 | $2.60K | 0.00% | +33 | New |
| Capital Management Associates | 33 | $2.68K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 33 | $2.68K | 0.00% | 00.0% | Unchanged |
| Performa Ltd (US), LLC | 33 | $2.68K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 33 | $2.68K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 33 | $2.68K | 0.00% | +17+106.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 34 | $2.76K | 0.00% | +26+325.0% | Added |
| Spotlight Asset Group, Inc. | 35 | $2.84K | 0.00% | +35 | New |
| Park Place Capital Corp | 36 | $2.92K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 38 | $3.00K | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 37 | $3.01K | 0.00% | −12−24.5% | Reduced |
| WR Wealth Planners, LLC | 37 | $3.01K | 0.00% | −50−57.5% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 37 | $3.03K | 0.00% | +37 | New |
| CGC Financial Services, LLC | 39 | $3.17K | 0.00% | +39 | New |
| 1832 Asset Management L.P. | 40 | $3.25K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 40 | $3.25K | 0.00% | −12−23.1% | Reduced |
| Adirondack Retirement Specialists, Inc. | 41 | $3.33K | 0.00% | −9−18.0% | Reduced |
| Avalon Trust Co | 41 | $3.33K | 0.00% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 41 | $3.33K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 41 | $3.33K | 0.00% | +41 | New |
| Tilia Fiduciary Partners, Inc. | 41 | $3.33K | 0.00% | −11−21.2% | Reduced |
| Buck Wealth Strategies, LLC | 42 | $3.41K | 0.00% | +9+27.3% | Added |
| Lowe Wealth Advisors, LLC | 43 | $3.49K | 0.00% | +17+65.4% | Added |
| Creative Capital Management Investments LLC | 48 | $3.90K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 44 | $4.00K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 51 | $4.00K | 0.00% | +38+292.3% | Added |
| Knights of Columbus Asset Advisors LLC | 50 | $4.06K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 50 | $4.06K | 0.00% | +29+138.1% | Added |
| Delos Wealth Advisors, LLC | 51 | $4.14K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 52 | $4.22K | 0.00% | +2+4.0% | Added |
| Riverview Trust Co | 54 | $4.39K | 0.00% | −166−75.5% | Reduced |
| Prestige Wealth Management Group LLC | 57 | $4.63K | 0.00% | −6−9.5% | Reduced |
| Morton Brown Family Wealth, LLC | 60 | $4.87K | 0.00% | 00.0% | Unchanged |
| Bray Capital Advisors | 62 | $5.04K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 63 | $5.12K | 0.00% | +59+1,475.0% | Added |
| Financial Synergies Wealth Advisors, Inc. | 65 | $5.28K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 66 | $5.36K | 0.00% | +25+61.0% | Added |
| Strategic Investment Solutions, Inc. | 69 | $5.50K | 0.00% | −80−53.7% | Reduced |
| Robinswood Financial LLC | 68 | $5.53K | 0.00% | +68 | New |
| Private Ocean, LLC | 70 | $5.69K | 0.00% | −139−66.5% | Reduced |
| Macroview Investment Management LLC | 71 | $5.77K | 0.01% | 00.0% | Unchanged |