| Roble, Belko & Company, Inc | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1 | $196 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 1 | $196 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1 | $196 | 0.00% | +1 | New |
| West Branch Capital LLC | 1 | $197 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 2 | $393 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 3 | $585 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 3 | $589 | 0.00% | −246−98.8% | Reduced |
| High Note Wealth, LLC | 3 | $589 | 0.00% | +2+200.0% | Added |
| Anfield Capital Management, LLC | 3 | $589 | 0.00% | +3 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 3 | $589 | 0.00% | +3 | New |
| IMA Wealth, Inc. | 4 | $785 | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 4 | $785 | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 4 | $785 | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 4 | $785 | 0.00% | +4 | New |
| Davis Capital Management | 4 | $785 | 0.00% | +4 | New |
| Hurley Capital, LLC | 5 | $981 | 0.00% | +5 | New |
| Cedar Mountain Advisors, LLC | 5 | $981 | 0.00% | +5 | New |
| Wolff Wiese Magana LLC | 5 | $982 | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 5 | $982 | 0.00% | +5 | New |
| Retirement Wealth Solutions LLC | 5 | $982 | 0.00% | +5 | New |
| Seneschal Advisors, LLC | 6 | $1.18K | 0.00% | +6 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 6 | $1.18K | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 7 | $1.36K | 0.00% | +7 | New |
| Quaker Wealth Management, LLC | 7 | $1.37K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 7 | $1.37K | 0.00% | +7 | New |
| Atlantic Private Wealth, LLC | 9 | $1.85K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 10 | $1.96K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 10 | $1.96K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 12 | $2.35K | 0.00% | +8+200.0% | Added |
| American Capital Advisory, LLC | 12 | $2.36K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 13 | $2.55K | 0.00% | −1−7.1% | Reduced |
| Ancora Advisors, LLC | 13 | $2.55K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 13 | $2.55K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 13 | $2.56K | 0.00% | −120−90.2% | Reduced |
| HFM Investment Advisors, LLC | 14 | $2.75K | 0.00% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 14 | $2.75K | 0.00% | +14 | New |
| Glen Eagle Advisors, LLC | 14 | $2.75K | 0.00% | +14 | New |
| LGT Financial Advisors LLC | 15 | $2.94K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 16 | $3.14K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 17 | $3.34K | 0.00% | −174−91.1% | Reduced |
| New England Capital Financial Advisors LLC | 18 | $3.53K | 0.00% | −30−62.5% | Reduced |
| Pineridge Advisors LLC | 18 | $3.55K | 0.00% | −3−14.3% | Reduced |
| Richard W. Paul & Associates, LLC | 19 | $3.73K | 0.00% | −5−20.8% | Reduced |
| Addison Advisors LLC | 19 | $3.73K | 0.00% | −4−17.4% | Reduced |
| MCF Advisors LLC | 19 | $3.73K | 0.00% | +19 | New |
| Hughes Financial Services, LLC | 18 | $3.77K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 20 | $3.92K | 0.00% | +20 | New |
| Rialto Wealth Management, LLC | 21 | $4.12K | 0.00% | +4+23.5% | Added |
| Valued Wealth Advisors LLC | 21 | $4.17K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 24 | $4.71K | 0.00% | +3+14.3% | Added |
| Smallwood Wealth Investment Management, LLC | 24 | $4.85K | 0.00% | +8+50.0% | Added |
| United Community Bank | 25 | $4.91K | 0.00% | +25 | New |
| Horizon Financial Services, LLC | 28 | $5.49K | 0.00% | +28 | New |
| Activest Wealth Management | 29 | $5.69K | 0.00% | +7+31.8% | Added |
| Accent Capital Management, LLC | 29 | $5.69K | 0.00% | +29 | New |
| Rosenberg Matthew Hamilton | 30 | $5.89K | 0.00% | 00.0% | Unchanged |
| Trust Co | 31 | $6.08K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 31 | $6.08K | 0.00% | +4+14.8% | Added |
| Financial Management Professionals, Inc. | 31 | $6.08K | 0.00% | +8+34.8% | Added |
| YANKCOM Partnership | 31 | $6.08K | 0.00% | +31 | New |
| Bullock Wealth Management Group | 33 | $6.43K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 33 | $6.48K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 33 | $6.48K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 33 | $6.48K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 33 | $6.48K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 34 | $6.67K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 34 | $6.67K | 0.00% | +34 | New |
| Winch Advisory Services, LLC | 35 | $6.94K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 36 | $7.06K | 0.00% | +30+500.0% | Added |
| Montag A & Associates Inc | 37 | $7.22K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 37 | $7.26K | 0.00% | +37 | New |
| Provenance Wealth Advisors, LLC | 38 | $7.46K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 38 | $7.46K | 0.00% | +4+11.8% | Added |
| Halbert Hargrove Global Advisors, LLC | 38 | $7.54K | 0.00% | +35+1,166.7% | Added |
| Strategic Investment Solutions, Inc. | 40 | $7.85K | 0.00% | −1,250−96.9% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 40 | $7.85K | 0.00% | +40 | New |
| South State Corp. | 40 | $7.85K | 0.00% | −60−60.0% | Reduced |
| Pittenger & Anderson Inc | 40 | $7.85K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 40 | $7.85K | 0.00% | +40 | New |
| HighMark Wealth Management LLC | 41 | $8.04K | 0.00% | −20−32.8% | Reduced |
| Bay Harbor Wealth Management, LLC | 41 | $8.04K | 0.00% | +2+5.1% | Added |
| Harbor Investment Advisory, LLC | 41 | $8.04K | 0.00% | +41 | New |
| First Command Advisory Services, Inc. | 43 | $8.44K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 44 | $8.63K | 0.00% | +2+4.8% | Added |
| Asset Dedication, LLC | 46 | $9.03K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 48 | $9.42K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 48 | $9.42K | 0.00% | +19+65.5% | Added |
| Colonial Trust Advisors | 49 | $9.53K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 49 | $9.62K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 9,701 | $9.70K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 54 | $10.6K | 0.00% | −12−18.2% | Reduced |
| Kozak & Associates, Inc. | 53 | $10.6K | 0.00% | +53 | New |
| Highline Wealth Partners LLC | 55 | $10.8K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 57 | $11.2K | 0.00% | +4+7.5% | Added |
| Heritage Wealth Advisors | 58 | $11.4K | 0.00% | −12−17.1% | Reduced |
| Trifecta Capital Advisors, LLC | 60 | $11.8K | 0.00% | +60 | New |
| Dunhill Financial, LLC | 61 | $12.0K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 61 | $12.0K | 0.01% | +16+35.6% | Added |
| Guerra Advisors Inc | 62 | $12.2K | 0.00% | +62 | New |