| Dunhill Financial, LLC | 1 | $123 | 0.00% | +1 | New |
| Y.D. More Investments Ltd | 962 | $299 | 0.00% | +116+13.7% | Added |
| West Branch Capital LLC | 3 | $347 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $347 | 0.00% | +3 | New |
| American National Bank | 3 | $353 | 0.00% | +3 | New |
| Kestra Investment Management, LLC | 4 | $463 | 0.00% | −107−96.4% | Reduced |
| Chesapeake Asset Management LLC | 5 | $578 | 0.00% | −5−50.0% | Reduced |
| UMA Financial Services, Inc. | 6 | $694 | 0.00% | −4−40.0% | Reduced |
| Ancora Advisors, LLC | 6 | $694 | 0.00% | +4+200.0% | Added |
| Puff Wealth Management, LLC | 6 | $694 | 0.00% | +6 | New |
| Capital A Wealth Management, LLC | 6 | $694 | 0.00% | +6 | New |
| Dogwood Wealth Management LLC | 6 | $694 | 0.00% | +6 | New |
| Transce3nd, LLC | 7 | $775 | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 7 | $809 | 0.00% | +7 | New |
| True Wealth Design, LLC | 7 | $866 | 0.00% | −1−12.5% | Reduced |
| Bear Mountain Capital, Inc. | 8 | $918 | 0.00% | +8 | New |
| USA Financial Portformulas Corp | 8 | $925 | 0.00% | −7,469−99.9% | Reduced |
| Iron Horse Wealth Management, LLC | 8 | $925 | 0.00% | +8 | New |
| Ogorek Anthony Joseph | 9 | $1.00K | 0.00% | +9 | New |
| Quest 10 Wealth Builders, Inc. | 9 | $1.00K | 0.00% | +9 | New |
| Aspect Partners, LLC | 9 | $1.04K | 0.00% | −4−30.8% | Reduced |
| Cape Investment Advisory, Inc. | 9 | $1.04K | 0.00% | −2−18.2% | Reduced |
| Nova Wealth Management, Inc. | 9 | $1.04K | 0.00% | +9 | New |
| Blume Capital Management, Inc. | 9 | $1.04K | 0.00% | +9 | New |
| Beaird Harris Wealth Management, LLC | 9 | $1.04K | 0.00% | +9 | New |
| Bay Harbor Wealth Management, LLC | 10 | $1.16K | 0.00% | +10 | New |
| Bare Financial Services, Inc | 10 | $1.16K | 0.00% | +10 | New |
| Wiser Advisor Group LLC | 10 | $1.16K | 0.00% | +10 | New |
| DHJJ Financial Advisors, Ltd. | 10 | $1.16K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 11 | $1.27K | 0.00% | +11 | New |
| Core Alternative Capital | 12 | $1.39K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 15 | $1.73K | 0.00% | +15 | New |
| Caitong International Asset Management Co., Ltd | 15 | $1.73K | 0.00% | +15 | New |
| Garde Capital, Inc. | 15 | $1.74K | 0.00% | +15 | New |
| Wood Tarver Financial Group, LLC | 16 | $1.85K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 17 | $1.97K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 17 | $1.97K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 18 | $1.99K | 0.00% | +6+50.0% | Added |
| Avion Wealth | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 18 | $2.08K | 0.00% | −43−70.5% | Reduced |
| Stonebridge Financial Group, LLC | 18 | $2.08K | 0.00% | +18 | New |
| Westside Investment Management, Inc. | 18 | $2.12K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 19 | $2.20K | 0.00% | +5+35.7% | Added |
| Flaharty Asset Management, LLC | 19 | $2.20K | 0.00% | +19 | New |
| Brown, Lisle/Cummings, Inc. | 21 | $2.43K | 0.00% | +21 | New |
| Principia Wealth Advisory, LLC | 23 | $2.54K | 0.00% | +5+27.8% | Added |
| Global Wealth Strategies & Associates | 25 | $2.89K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 25 | $2.89K | 0.00% | +25 | New |
| Bernard Wealth Management Corp. | 25 | $2.89K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 29 | $3.35K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 29 | $3.35K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 30 | $3.47K | 0.00% | +28+1,400.0% | Added |
| DiNuzzo Private Wealth, Inc. | 31 | $3.58K | 0.00% | +1+3.3% | Added |
| FSA Wealth Management LLC | 34 | $3.93K | 0.00% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 35 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 35 | $4.05K | 0.00% | +24+218.2% | Added |
| PFS Partners, LLC | 35 | $4.05K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 37 | $4.28K | 0.00% | −5−11.9% | Reduced |
| HighMark Wealth Management LLC | 38 | $4.39K | 0.00% | +30+375.0% | Added |
| First Pacific Financial | 41 | $4.74K | 0.00% | +41 | New |
| Marshall & Sterling Wealth Advisors Inc. | 43 | $4.97K | 0.00% | +43 | New |
| Plato Investment Management Ltd | 43 | $5.03K | 0.00% | −700−94.2% | Reduced |
| Bellevue Asset Management, LLC | 45 | $5.20K | 0.00% | −4−8.2% | Reduced |
| Bell Investment Advisors, Inc | 46 | $5.32K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 47 | $5.43K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 47 | $5.43K | 0.00% | +18+62.1% | Added |
| Private Wealth Management Group, LLC | 48 | $5.55K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 51 | $5.90K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 57 | $6.59K | 0.00% | +30+111.1% | Added |
| Park Place Capital Corp | 63 | $7.28K | 0.00% | +16+34.0% | Added |
| HM Payson & Co | 66 | $7.63K | 0.00% | −210−76.1% | Reduced |
| Penserra Capital Management LLC | 75 | $8.00K | 0.00% | −1,710−95.8% | Reduced |
| High Note Wealth, LLC | 73 | $8.44K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 74 | $8.56K | 0.01% | −13−14.9% | Reduced |
| Wolff Wiese Magana LLC | 77 | $8.90K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 82 | $9.40K | 0.00% | −36−30.5% | Reduced |
| Murphy & Mullick Capital Management Corp | 89 | $10.3K | 0.01% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 26 | $10.3K | 0.01% | −63−70.8% | Reduced |
| Christopher J. Hasenberg, Inc | 93 | $11.0K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 99 | $11.4K | 0.00% | +4+4.2% | Added |
| Innovative Advisory Group, LLC | 100 | $11.6K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 116 | $13.4K | 0.00% | +7+6.4% | Added |
| JFS Wealth Advisors, LLC | 116 | $13.4K | 0.00% | +2+1.8% | Added |
| Insight Financial Services | 119 | $13.8K | 0.01% | 00.0% | Unchanged |
| Beutel, Goodman & Co Ltd. | 125 | $14.0K | 0.00% | +125 | New |
| Capital Advisors, Ltd. LLC | 132 | $15.0K | 0.00% | −24−15.4% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 130 | $15.0K | 0.00% | +130 | New |
| MCF Advisors LLC | 131 | $15.1K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 133 | $15.4K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 134 | $15.5K | 0.01% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 140 | $16.2K | 0.01% | +140 | New |
| NewSquare Capital LLC | 141 | $16.3K | 0.00% | +102+261.5% | Added |
| Abound Wealth Management | 143 | $16.5K | 0.01% | −17−10.6% | Reduced |
| Financial Management Professionals, Inc. | 147 | $17.0K | 0.00% | +75+104.2% | Added |
| Princeton Global Asset Management LLC | 166 | $19.2K | 0.00% | −426−72.0% | Reduced |
| Hanson & Doremus Investment Management | 180 | $21.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 183 | $21.2K | 0.00% | −34−15.7% | Reduced |
| Pinnacle Bancorp, Inc. | 198 | $22.9K | 0.01% | −23−10.4% | Reduced |
| Arlington Trust Co LLC | 200 | $23.1K | 0.00% | +168+525.0% | Added |
| Crews Bank & Trust | 204 | $23.6K | 0.00% | 00.0% | Unchanged |
