| Mendota Financial Group, LLC | 1 | $81 | 0.00% | −24−96.0% | Reduced |
| Core Alternative Capital | 1 | $81 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2 | $162 | 0.00% | +2 | New |
| Claris Advisors, LLC | 3 | $243 | 0.00% | +3 | New |
| TD Private Client Wealth LLC | 4 | $324 | 0.00% | −23−85.2% | Reduced |
| PayPay Securities Corp | 4 | $324 | 0.03% | −3−42.9% | Reduced |
| Delta Asset Management LLC | 4 | $324 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 5 | $404 | 0.00% | −102−95.3% | Reduced |
| Cassady Schiller Wealth Management, LLC | 5 | $404 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 6 | $485 | 0.00% | −14−70.0% | Reduced |
| Stephens Consulting, LLC | 6 | $486 | 0.00% | +6 | New |
| Pacer Advisors, Inc. | 8 | $647 | 0.00% | −811−99.0% | Reduced |
| Private Trust Co NA | 8 | $647 | 0.00% | +8 | New |
| Hexagon Capital Partners LLC | 8 | $647 | 0.00% | +8 | New |
| Berkshire Capital Holdings Inc | 10 | $809 | 0.00% | −179,540−100.0% | Reduced |
| Raleigh Capital Management Inc. | 10 | $809 | 0.00% | −10−50.0% | Reduced |
| Sandy Spring Bank | 10 | $809 | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $1.05K | 0.00% | +5+62.5% | Added |
| Park Place Capital Corp | 16 | $1.29K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 16 | $1.29K | 0.00% | +16 | New |
| Clear Investment Research, LLC | 17 | $1.38K | 0.00% | +17 | New |
| SJS Investment Consulting Inc. | 18 | $1.46K | 0.00% | +2+12.5% | Added |
| Raffa Wealth Management, LLC | 23 | $1.86K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 24 | $1.94K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 25 | $2.02K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 26 | $2.10K | 0.00% | +10+62.5% | Added |
| Tradewinds Capital Management, LLC | 30 | $2.43K | 0.00% | −81−73.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 30 | $2.43K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 30 | $2.43K | 0.00% | +30 | New |
| Signature Resources Capital Management, LLC | 35 | $2.83K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 36 | $2.91K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 36 | $2.91K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 38 | $3.07K | 0.00% | +38 | New |
| MV Capital Management, Inc. | 38 | $3.07K | 0.00% | +16+72.7% | Added |
| Trust Co of Vermont | 39 | $3.15K | 0.00% | +39 | New |
| Northwest Investment Counselors, LLC | 39 | $3.15K | 0.00% | +39 | New |
| Cornerstone Planning Group LLC | 39 | $3.49K | 0.00% | +17+77.3% | Added |
| Providence Capital Advisors, LLC | 48 | $3.88K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 48 | $3.88K | 0.00% | +48 | New |
| Hall Laurie J Trustee | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 50 | $4.04K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 50 | $4.04K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 50 | $4.04K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 51 | $4.13K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 53 | $4.29K | 0.00% | −100−65.4% | Reduced |
| Wolff Wiese Magana LLC | 55 | $4.45K | 0.00% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 56 | $4.53K | 0.00% | +56 | New |
| Sachetta, LLC | 58 | $4.69K | 0.00% | −9−13.4% | Reduced |
| Massmutual Trust Co FSB | 59 | $4.77K | 0.00% | +12+25.5% | Added |
| Capital Advisors, Ltd. LLC | 56 | $5.00K | 0.00% | −21−27.3% | Reduced |
| Avion Wealth | 67 | $5.00K | 0.00% | +21+45.7% | Added |
| Fortitude Family Office, LLC | 65 | $5.26K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 70 | $5.66K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 71 | $5.74K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 72 | $5.82K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 73 | $5.90K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 77 | $6.00K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 75 | $6.07K | 0.00% | −50−40.0% | Reduced |
| GHP Investment Advisors, Inc. | 75 | $6.07K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 75 | $6.07K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 78 | $6.31K | 0.00% | +78 | New |
| JFS Wealth Advisors, LLC | 79 | $6.39K | 0.00% | +1+1.3% | Added |
| Parkside Financial Bank & Trust | 85 | $6.88K | 0.00% | −142−62.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 94 | $7.60K | 0.00% | +67+248.1% | Added |
| Clear Point Advisors Inc. | 98 | $7.93K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 100 | $8.09K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 100 | $8.09K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 100 | $8.09K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 100 | $8.09K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 100 | $8.09K | 0.00% | +100 | New |
| Rise Advisors, LLC | 108 | $8.74K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 117 | $9.46K | 0.01% | −117−50.0% | Reduced |
| South State Corp. | 120 | $9.71K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 121 | $9.79K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 121 | $9.79K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 122 | $9.84K | 0.00% | −639−84.0% | Reduced |
| McMahon Financial Advisors, LLC | 125 | $10.1K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 125 | $10.1K | 0.00% | −32−20.4% | Reduced |
| Armstrong Advisory Group, Inc | 125 | $10.1K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 125 | $10.1K | 0.01% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 130 | $10.5K | 0.02% | +87+202.3% | Added |
| SRS Capital Advisors, Inc. | 135 | $10.9K | 0.00% | +117+650.0% | Added |
| Riggs Asset Managment Co. Inc. | 139 | $11.2K | 0.00% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 149 | $12.0K | 0.00% | −61−29.0% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 150 | $12.1K | 0.01% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 155 | $12.5K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 166 | $13.4K | 0.00% | +166 | New |
| CoreCap Advisors, LLC | 174 | $14.1K | 0.00% | −63−26.6% | Reduced |
| HM Payson & Co | 200 | $16.2K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 200 | $16.2K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 208 | $16.8K | 0.00% | +59+39.6% | Added |
| AdvisorNet Financial, Inc | 213 | $17.2K | 0.00% | +207+3,450.0% | Added |
| Carmichael Hill & Associates, Inc. | 216 | $17.5K | 0.01% | +143+195.9% | Added |
| True Wealth Design, LLC | 221 | $17.9K | 0.01% | +218+7,266.7% | Added |
| Huntington National Bank | 222 | $18.0K | 0.00% | −29−11.6% | Reduced |
| Hemington Wealth Management | 211 | $18.0K | 0.00% | +211 | New |
| Aspire Private Capital, LLC | 230 | $18.6K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 232 | $18.8K | 0.00% | 00.0% | Unchanged |