| Navigoe, LLC | 4 | $0 | 0.00% | +4 | New |
| SOA Wealth Advisors, LLC. | 1 | $193 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 1 | $193 | 0.00% | +1 | New |
| Downshift Financial, LLC | 1 | $193 | 0.00% | +1 | New |
| Quaker Wealth Management, LLC | 1 | $194 | 0.00% | −1−50.0% | Reduced |
| Maryland Capital Advisors Inc. | 1 | $194 | 0.00% | +1 | New |
| Trifecta Capital Advisors, LLC | 1 | $194 | 0.00% | +1 | New |
| Vision Financial Markets LLC | 1 | $204 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2 | $386 | 0.00% | −39−95.1% | Reduced |
| Elevated Capital Advisors, LLC | 2 | $386 | 0.00% | 00.0% | Unchanged |
| Timbuktu Capital Management, LLC | 2 | $386 | 0.00% | +2 | New |
| Seneschal Advisors, LLC | 2 | $387 | 0.00% | −1−33.3% | Reduced |
| Glass Jacobson Investment Advisors llc | 2 | $387 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 2 | $387 | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 2 | $387 | 0.00% | +2 | New |
| Davis Capital Management | 3 | $580 | 0.00% | −1−25.0% | Reduced |
| Kimelman & Baird, LLC | 3 | $580 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 3 | $580 | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 3 | $580 | 0.00% | +3 | New |
| Beaird Harris Wealth Management, LLC | 3 | $603 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 3 | $610 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 3 | $715 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 4 | $773 | 0.00% | −38−90.5% | Reduced |
| Trust Co | 4 | $773 | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 4 | $773 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 5 | $966 | 0.00% | −16−76.2% | Reduced |
| Rakuten Securities, Inc. | 5 | $966 | 0.00% | −5−50.0% | Reduced |
| TD Capital Management LLC | 5 | $966 | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 5 | $966 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 5 | $966 | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 5 | $966 | 0.00% | +5 | New |
| Mosley Wealth Management | 5 | $966 | 0.00% | +5 | New |
| Provenance Wealth Advisors, LLC | 5 | $966 | 0.00% | +5 | New |
| Valley National Advisers Inc | 5 | $967 | 0.00% | +5 | New |
| Burk Holdings LLC | 6 | $1.16K | 0.00% | −4−40.0% | Reduced |
| Princeton Global Asset Management LLC | 6 | $1.16K | 0.00% | +6 | New |
| WestEnd Advisors, LLC | 7 | $1.35K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 7 | $1.35K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 7 | $1.35K | 0.00% | +1+16.7% | Added |
| Halbert Hargrove Global Advisors, LLC | 7 | $1.44K | 0.00% | +7 | New |
| Clark Wealth Partners | 8 | $1.55K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 8 | $1.55K | 0.00% | +8 | New |
| Key Capital Management, INC | 9 | $1.74K | 0.00% | −4−30.8% | Reduced |
| Addison Advisors LLC | 9 | $1.74K | 0.00% | −1−10.0% | Reduced |
| Retirement Wealth Solutions LLC | 9 | $1.74K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 9 | $1.74K | 0.00% | +9 | New |
| West Paces Advisors Inc. | 10 | $1.93K | 0.00% | +10 | New |
| Planning Strategies Inc. | 10 | $1.93K | 0.00% | +10 | New |
| NVWM, LLC | 11 | $2.13K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 11 | $2.13K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 11 | $2.13K | 0.00% | +6+120.0% | Added |
| CoreCap Advisors, LLC | 12 | $2.32K | 0.00% | −5−29.4% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 12 | $2.32K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 12 | $2.32K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 12 | $2.32K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 12 | $2.32K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 12 | $2.32K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 12 | $2.32K | 0.00% | +12 | New |
| Evolution Wealth Management Inc. | 13 | $2.51K | 0.00% | −119−90.2% | Reduced |
| Wilkerson Advisory Group LLC | 13 | $2.51K | 0.00% | −23−63.9% | Reduced |
| Marquette Asset Management, LLC | 13 | $2.51K | 0.00% | +3+30.0% | Added |
| Golden State Equity Partners | 15 | $2.90K | 0.01% | −133−89.9% | Reduced |
| Torren Management, LLC | 15 | $2.90K | 0.00% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 15 | $2.90K | 0.00% | +15 | New |
| Ogorek Anthony Joseph | 16 | $3.00K | 0.00% | −11−40.7% | Reduced |
| Abound Wealth Management | 16 | $3.09K | 0.00% | −11−40.7% | Reduced |
| Monetary Solutions, Ltd | 16 | $3.09K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 20 | $3.86K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 20 | $3.87K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 20 | $3.87K | 0.00% | +2+11.1% | Added |
| Roble, Belko & Company, Inc | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 21 | $4.06K | 0.00% | −8−27.6% | Reduced |
| United Financial Planning Group LLC | 22 | $4.25K | 0.00% | 00.0% | Unchanged |
| Imprint Wealth LLC | 23 | $4.44K | 0.02% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 23 | $4.44K | 0.00% | +23 | New |
| IMA Wealth, Inc. | 24 | $4.64K | 0.00% | +19+380.0% | Added |
| TFC Financial Management | 24 | $4.64K | 0.00% | +6+33.3% | Added |
| Brown, Lisle/Cummings, Inc. | 25 | $4.83K | 0.00% | −7−21.9% | Reduced |
| Hilltop National Bank | 25 | $4.83K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 25 | $4.83K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 25 | $4.83K | 0.00% | +2+8.7% | Added |
| Capital Analysts, LLC | 25 | $5.00K | 0.00% | −10−28.6% | Reduced |
| Bare Financial Services, Inc | 26 | $5.02K | 0.00% | +8+44.4% | Added |
| Rialto Wealth Management, LLC | 26 | $5.02K | 0.00% | +11+73.3% | Added |
| Hughes Financial Services, LLC | 27 | $5.22K | 0.00% | +1+3.8% | Added |
| Bell Investment Advisors, Inc | 28 | $5.41K | 0.00% | −8−22.2% | Reduced |
| DT Investment Partners, LLC | 28 | $5.41K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 30 | $5.80K | 0.00% | +8+36.4% | Added |
| Aspect Partners, LLC | 31 | $5.99K | 0.00% | −9−22.5% | Reduced |
| Tounjian Advisory Partners, LLC | 31 | $5.99K | 0.00% | +31 | New |
| Allied Private Wealth LLC | 30 | $6.11K | 0.00% | +30 | New |
| Salomon & Ludwin, LLC | 31 | $6.30K | 0.00% | −68−68.7% | Reduced |
| Raffa Wealth Management, LLC | 33 | $6.38K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 33 | $6.38K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 33 | $6.38K | 0.00% | −15−31.3% | Reduced |
| South State Corp. | 33 | $6.38K | 0.00% | +4+13.8% | Added |
| Purpose Unlimited Inc. | 33 | $6.49K | 0.00% | +33 | New |
| Bard Associates Inc | 35 | $6.76K | 0.00% | +35 | New |
| Capital Advisors, Ltd. LLC | 34 | $7.00K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 36 | $7.04K | 0.00% | +1+2.9% | Added |