| Benjamin F. Edwards & Company, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 0 | $3 | 0.00% | 0 | Unchanged |
| WestEnd Advisors, LLC | 1 | $227 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 2 | $409 | 0.00% | +2 | New |
| ClariVest Asset Management LLC | 2 | $454 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $455 | 0.00% | −1−33.3% | Reduced |
| SOA Wealth Advisors, LLC. | 2 | $460 | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 3 | $682 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 3 | $682 | 0.00% | +3 | New |
| Smartleaf Asset Management LLC | 4 | $908 | 0.00% | +4 | New |
| Bay Harbor Wealth Management, LLC | 4 | $909 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 4 | $930 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 6 | $1.00K | 0.00% | −4−40.0% | Reduced |
| Long Island Wealth Management, Inc. | 6 | $1.00K | 0.00% | +6 | New |
| CVA Family Office, LLC | 5 | $1.14K | 0.00% | +5 | New |
| Plato Investment Management Ltd | 5 | $1.14K | 0.00% | +5 | New |
| Chilton Capital Management LLC | 6 | $1.36K | 0.00% | +6 | New |
| Venturi Wealth Management, LLC | 6 | $1.36K | 0.00% | +6 | New |
| Planning Capital Management Corp | 6 | $1.36K | 0.00% | +6 | New |
| Dunhill Financial, LLC | 6 | $1.42K | 0.00% | +6 | New |
| Tucker Asset Management LLC | 8 | $1.82K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 9 | $2.05K | 0.00% | +9 | New |
| SJS Investment Consulting Inc. | 10 | $2.27K | 0.00% | −2−16.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 10 | $2.27K | 0.00% | +10 | New |
| O'Dell Group, LLC | 10 | $2.33K | 0.00% | +10 | New |
| C M Bidwell & Associates Ltd | 11 | $2.50K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 12 | $2.73K | 0.00% | +3+33.3% | Added |
| Aspire Private Capital, LLC | 13 | $2.95K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 14 | $3.18K | 0.00% | 00.0% | Unchanged |
| Northwest Financial Advisors | 15 | $3.41K | 0.00% | +15 | New |
| Rocky Mountain Advisers, LLC | 17 | $3.86K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 18 | $4.09K | 0.00% | −1,116−98.4% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 18 | $4.09K | 0.00% | +18 | New |
| Provenance Wealth Advisors, LLC | 18 | $4.09K | 0.00% | +18 | New |
| EdgeRock Capital LLC | 19 | $4.21K | 0.00% | +19 | New |
| RFP Financial Group LLC | 19 | $4.32K | 0.00% | −29−60.4% | Reduced |
| Lee Financial Co | 19 | $4.32K | 0.00% | +11+137.5% | Added |
| Arlington Partners LLC | 20 | $4.55K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 20 | $4.55K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 20 | $4.55K | 0.00% | +14+233.3% | Added |
| Rothschild Investment LLC | 20 | $4.55K | 0.00% | +20 | New |
| Cetera Trust Company, N.A | 20 | $4.55K | 0.00% | +20 | New |
| WealthCollab, LLC | 22 | $5.00K | 0.00% | +22 | New |
| Jones Financial Companies LLLP | 24 | $5.46K | 0.00% | +16+200.0% | Added |
| Versant Capital Management, Inc | 25 | $5.68K | 0.00% | +1+4.2% | Added |
| Toth Financial Advisory Corp | 25 | $5.68K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 25 | $5.68K | 0.00% | +25 | New |
| Iron Horse Wealth Management, LLC | 26 | $5.91K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 28 | $6.00K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 27 | $6.14K | 0.00% | +27 | New |
| First United Bank Trust | 30 | $6.82K | 0.00% | +30 | New |
| Tennessee Valley Asset Management Partners | 30 | $6.89K | 0.00% | +30 | New |
| Tyler-Stone Wealth Management | 31 | $7.05K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 32 | $7.27K | 0.00% | −2−5.9% | Reduced |
| Core Alternative Capital | 33 | $7.52K | 0.00% | −2−5.7% | Reduced |
| Operose Advisors LLC | 34 | $7.73K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 34 | $7.73K | 0.00% | +14+70.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 35 | $7.96K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 37 | $8.41K | 0.00% | −9−19.6% | Reduced |
| Fortitude Family Office, LLC | 38 | $8.64K | 0.01% | +38 | New |
| Larson Financial Group LLC | 38 | $8.71K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 38 | $9.00K | 0.00% | −13−25.5% | Reduced |
| GW&K Investment Management, LLC | 40 | $9.00K | 0.00% | +1+2.6% | Added |
| Wetzel Investment Advisors, Inc. | 40 | $9.00K | 0.01% | +40 | New |
| Sound Income Strategies, LLC | 40 | $9.09K | 0.00% | +40 | New |
| Sachetta, LLC | 40 | $9.09K | 0.00% | +40 | New |
| Raffa Wealth Management, LLC | 40 | $9.13K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 42 | $9.59K | 0.00% | −1−2.3% | Reduced |
| JFS Wealth Advisors, LLC | 45 | $10.2K | 0.00% | +6+15.4% | Added |
| Cornerstone Planning Group LLC | 49 | $11.1K | 0.00% | −1−2.0% | Reduced |
| Annapolis Financial Services, LLC | 50 | $11.4K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 50 | $11.4K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 51 | $11.6K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 52 | $11.8K | 0.01% | +52 | New |
| Prestige Wealth Management Group LLC | 52 | $11.8K | 0.00% | −17−24.6% | Reduced |
| McClarren Financial Advisors, Inc. | 53 | $12.0K | 0.01% | +53 | New |
| IFP Advisors, Inc | 57 | $13.0K | 0.00% | −51−47.2% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 55 | $13.0K | 0.01% | +55 | New |
| Caldwell Trust Co | 60 | $13.6K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 62 | $14.1K | 0.00% | +1+1.6% | Added |
| REAP Financial Group, LLC | 62 | $14.1K | 0.00% | +62 | New |
| Princeton Global Asset Management LLC | 68 | $15.5K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 69 | $15.7K | 0.00% | +69 | New |
| Washington Trust Co | 70 | $15.9K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 75 | $17.0K | 0.00% | −414−84.7% | Reduced |
| St Germain D J Co Inc | 77 | $17.5K | 0.00% | −110−58.8% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 80 | $18.2K | 0.02% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 80 | $18.2K | 0.00% | +60+300.0% | Added |
| Hoey Investments, Inc | 81 | $18.4K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 82 | $18.6K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 82 | $18.6K | 0.00% | +82 | New |
| Financial Management Professionals, Inc. | 83 | $19.0K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 85 | $19.0K | 0.01% | +85 | New |
| JJJ Advisors Inc. | 84 | $19.1K | 0.00% | −12−12.5% | Reduced |
| Abound Wealth Management | 88 | $20.0K | 0.01% | +61+225.9% | Added |
| MCF Advisors LLC | 92 | $20.9K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 99 | $22.5K | 0.00% | +2+2.1% | Added |