| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | +3 | New |
| DiNuzzo Private Wealth, Inc. | 1 | $150 | 0.00% | −5−83.3% | Reduced |
| Rakuten Securities, Inc. | 1 | $150 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1 | $150 | 0.00% | +1 | New |
| Caitong International Asset Management Co., Ltd | 2 | $299 | 0.00% | −495−99.6% | Reduced |
| Trust Co | 2 | $299 | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 2 | $299 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 2 | $300 | 0.00% | −3−60.0% | Reduced |
| DecisionPoint Financial, LLC | 2 | $300 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 3 | $449 | 0.00% | −18−85.7% | Reduced |
| Vermillion Wealth Management, Inc. | 3 | $449 | 0.00% | +3 | New |
| Hughes Financial Services, LLC | 4 | $598 | 0.00% | −3−42.9% | Reduced |
| CoreCap Advisors, LLC | 4 | $598 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 4 | $598 | 0.00% | +4 | New |
| LRI Investments, LLC | 4 | $598 | 0.00% | +4 | New |
| Armstrong Advisory Group, Inc | 4 | $599 | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 4 | $599 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 4 | $599 | 0.00% | +4 | New |
| Salomon & Ludwin, LLC | 4 | $603 | 0.00% | −3−42.9% | Reduced |
| Curio Wealth, LLC | 5 | $748 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 5 | $748 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 5 | $748 | 0.00% | +3+150.0% | Added |
| Creative Financial Designs Inc | 5 | $748 | 0.00% | +5 | New |
| Sunbelt Securities, Inc. | 5 | $748 | 0.00% | +5 | New |
| Pension & Wealth Management Advisors, Inc. | 5 | $748 | 0.00% | +5 | New |
| Basecamp Wealth Advisors LLC | 6 | $897 | 0.00% | −38−86.4% | Reduced |
| Quaker Wealth Management, LLC | 6 | $898 | 0.00% | +3+100.0% | Added |
| AdvisorNet Financial, Inc | 7 | $1.05K | 0.00% | −6−46.2% | Reduced |
| Signature Equity Partners, LLC | 7 | $1.05K | 0.00% | −1−12.5% | Reduced |
| Rialto Wealth Management, LLC | 7 | $1.05K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 7 | $1.05K | 0.00% | +7 | New |
| North Star Investment Management Corp. | 8 | $1.20K | 0.00% | −3−27.3% | Reduced |
| Aspect Partners, LLC | 8 | $1.20K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 8 | $1.20K | 0.00% | +1+14.3% | Added |
| Kilter Group LLC | 8 | $1.20K | 0.00% | +8 | New |
| RMG Wealth Management LLC | 9 | $1.21K | 0.00% | +9 | New |
| Whipplewood Advisors, LLC | 9 | $1.35K | 0.00% | +9 | New |
| Private Wealth Management Group, LLC | 9 | $1.35K | 0.00% | −1−10.0% | Reduced |
| Dunhill Financial, LLC | 9 | $1.35K | 0.00% | +7+350.0% | Added |
| UMA Financial Services, Inc. | 10 | $1.50K | 0.00% | +3+42.9% | Added |
| Richardson Capital Management LLC | 11 | $1.65K | 0.00% | +11 | New |
| Beaird Harris Wealth Management, LLC | 11 | $1.65K | 0.00% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 12 | $1.79K | 0.00% | +12 | New |
| IMA Wealth, Inc. | 13 | $1.94K | 0.00% | −5−27.8% | Reduced |
| Bare Financial Services, Inc | 14 | $2.09K | 0.00% | −17−54.8% | Reduced |
| Triumph Capital Management | 14 | $2.09K | 0.00% | +14 | New |
| Cromwell Holdings LLC | 15 | $2.24K | 0.00% | +5+50.0% | Added |
| Marquette Asset Management, LLC | 15 | $2.24K | 0.00% | +15 | New |
| Elequin Capital LP | 16 | $2.39K | 0.00% | −22−57.9% | Reduced |
| Intentional Wealth Strategies, LLC | 16 | $2.39K | 0.00% | +16 | New |
| Golden State Wealth Management, LLC | 18 | $2.69K | 0.00% | −8−30.8% | Reduced |
| Cornerstone Financial Management LLC | 18 | $2.69K | 0.00% | +8+80.0% | Added |
| Tidemark, LLC | 20 | $2.99K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 22 | $3.29K | 0.00% | −108−83.1% | Reduced |
| Vision Financial Markets LLC | 25 | $3.74K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 25 | $3.74K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 25 | $3.74K | 0.00% | +20+400.0% | Added |
| MidFirst Bank | 26 | $3.89K | 0.00% | −1,030−97.5% | Reduced |
| Bell Investment Advisors, Inc | 26 | $3.89K | 0.00% | +6+30.0% | Added |
| Johnson Financial Group, Inc. | 27 | $4.04K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 27 | $4.04K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 29 | $4.34K | 0.00% | +10+52.6% | Added |
| South State Corp. | 29 | $4.34K | 0.00% | +21+262.5% | Added |
| First Pacific Financial | 31 | $4.64K | 0.00% | +1+3.3% | Added |
| Avion Wealth | 38 | $5.00K | 0.00% | +27+245.5% | Added |
| Osbon Capital Management LLC | 34 | $5.08K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 35 | $5.24K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 35 | $5.24K | 0.00% | +18+105.9% | Added |
| Birchwood Financial Partners, Inc. | 36 | $5.38K | 0.01% | −1−2.7% | Reduced |
| First Command Advisory Services, Inc. | 37 | $5.53K | 0.00% | +11+42.3% | Added |
| JNBA Financial Advisors | 39 | $5.83K | 0.00% | +39 | New |
| Meramec Financial Planners, LLC | 46 | $6.58K | 0.00% | +16+53.3% | Added |
| Grove Bank & Trust | 45 | $6.73K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 50 | $7.00K | 0.00% | −105−67.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 47 | $7.03K | 0.00% | −16−25.4% | Reduced |
| CVA Family Office, LLC | 48 | $7.18K | 0.00% | +37+336.4% | Added |
| Activest Wealth Management | 49 | $7.33K | 0.00% | −15−23.4% | Reduced |
| New England Capital Financial Advisors LLC | 50 | $7.48K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 50 | $7.48K | 0.00% | +50 | New |
| Pinnacle Wealth Planning Services, Inc. | 54 | $8.08K | 0.00% | −22−28.9% | Reduced |
| Sachetta, LLC | 55 | $8.23K | 0.00% | +34+161.9% | Added |
| Quent Capital, LLC | 65 | $9.72K | 0.00% | +8+14.0% | Added |
| Zions Bancorporation, National Association | 66 | $9.87K | 0.00% | +9+15.8% | Added |
| Wall Street Financial Group, Inc. | 67 | $10.0K | 0.01% | +67 | New |
| Ronald Blue Trust, Inc. | 69 | $10.3K | 0.00% | +28+68.3% | Added |
| Ancora Advisors, LLC | 72 | $10.8K | 0.00% | +65+928.6% | Added |
| Farmers & Merchants Investments Inc | 74 | $11.1K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 74 | $11.1K | 0.00% | −1−1.3% | Reduced |
| Essential Partners LLC | 82 | $12.3K | 0.00% | −728−89.9% | Reduced |
| Root Financial Partners, LLC | 86 | $12.9K | 0.00% | −28−24.6% | Reduced |
| Keating Financial Advisory Services, Inc. | 87 | $13.0K | 0.00% | +63+262.5% | Added |
| Twin Peaks Wealth Advisors, LLC | 87 | $13.0K | 0.00% | +87 | New |
| TD Private Client Wealth LLC | 96 | $14.4K | 0.00% | −7,608−98.8% | Reduced |
| Bayban | 96 | $14.4K | 0.01% | +20+26.3% | Added |
| Colonial Trust Co | 98 | $14.7K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 99 | $14.8K | 0.01% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 99 | $14.8K | 0.00% | +99 | New |
| Danske Bank A/S | 100 | $15.0K | 0.00% | −400−80.0% | Reduced |
| REAP Financial Group, LLC | 100 | $15.0K | 0.00% | +100 | New |
| RWM Asset Management, LLC | 105 | $15.7K | 0.00% | +105 | New |
