| Pin Oak Investment Advisors Inc | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 22 | $0 | 0.00% | +22 | New |
| VitalStone Financial, LLC | 35 | $0 | 0.00% | +35 | New |
| Hallmark Capital Management Inc | 0 | $8 | 0.00% | −36−100.0% | Reduced |
| Ten Capital Wealth Advisors, LLC | 1 | $24 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 24 | $60 | 0.00% | +24 | New |
| True Wealth Design, LLC | 3 | $73 | 0.00% | +3 | New |
| Glass Jacobson Investment Advisors llc | 8 | $194 | 0.00% | +8 | New |
| Coastal Capital Group, Inc. | 9 | $210 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 9 | $219 | 0.00% | +9 | New |
| Financial Perspectives, Inc | 10 | $243 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $243 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 10 | $243 | 0.00% | +10 | New |
| Private Advisor Group, LLC | 10,327 | $251 | 0.00% | −256−2.4% | Reduced |
| Disciplined Investments, LLC | 11 | $267 | 0.00% | −123−91.8% | Reduced |
| Addison Advisors LLC | 11 | $267 | 0.00% | +11 | New |
| Financial Freedom, LLC | 11 | $279 | 0.00% | +11 | New |
| Versant Capital Management, Inc | 12 | $291 | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 12 | $291 | 0.00% | +12 | New |
| Concord Wealth Partners | 14 | $340 | 0.00% | +14 | New |
| Delos Wealth Advisors, LLC | 20 | $486 | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 21 | $510 | 0.00% | 00.0% | Unchanged |
| EWG Elevate Inc. | 23 | $558 | 0.00% | +23 | New |
| Wolff Wiese Magana LLC | 24 | $583 | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 25 | $607 | 0.00% | +25 | New |
| BerganKDV Wealth Management, LLC | 27 | $656 | 0.00% | +20+285.7% | Added |
| Institutional & Family Asset Management, LLC | 35 | $850 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 37 | $898 | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 40 | $971 | 0.00% | 00.0% | Unchanged |
| Adirondack Retirement Specialists, Inc. | 40 | $971 | 0.00% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 40 | $971 | 0.00% | +40 | New |
| Asset Dedication, LLC | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 45 | $1.00K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 42 | $1.00K | 0.00% | +3+7.7% | Added |
| Accurate Wealth Management, LLC | 40 | $1.04K | 0.00% | +40 | New |
| Manchester Capital Management LLC | 45 | $1.09K | 0.00% | −1,201−96.4% | Reduced |
| Blue Bell Private Wealth Management, LLC | 45 | $1.09K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 45 | $1.09K | 0.00% | −1−2.2% | Reduced |
| Raffa Wealth Management, LLC | 48 | $1.17K | 0.00% | −40−45.5% | Reduced |
| Prestige Wealth Management Group LLC | 50 | $1.21K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 50 | $1.21K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 60 | $1.46K | 0.00% | 00.0% | Unchanged |
| Affiance Financial, LLC | 63 | $1.53K | 0.00% | +63 | New |
| My Personal CFO, LLC | 70 | $1.70K | 0.00% | +70 | New |
| GHP Investment Advisors, Inc. | 75 | $1.82K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 80 | $1.94K | 0.00% | +80 | New |
| MB, Levis & Associates, LLC | 80 | $1.94K | 0.00% | +80 | New |
| Larson Financial Group LLC | 81 | $1.97K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 81 | $1.97K | 0.00% | +81 | New |
| Massmutual Trust Co FSB | 75 | $2.00K | 0.00% | −12−13.8% | Reduced |
| Farmers & Merchants Investments Inc | 89 | $2.16K | 0.00% | +89 | New |
| NVWM, LLC | 100 | $2.27K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 94 | $2.28K | 0.00% | +4+4.4% | Added |
| Piershale Financial Group, Inc. | 95 | $2.31K | 0.00% | +95 | New |
| Cary Street Partner Investment Advisory LLC | 96 | $2.33K | 0.00% | +96 | New |
| Washington Trust Co | 99 | $2.40K | 0.00% | +99 | New |
| Sutton Wealth Advisors Inc. | 100 | $2.43K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 100 | $2.43K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 100 | $2.43K | 0.00% | +100 | New |
| Assetmark, Inc | 104 | $2.52K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 112 | $2.72K | 0.00% | +112 | New |
| Lee Financial Co | 113 | $2.74K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 115 | $2.79K | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 112 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 126 | $3.06K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 130 | $3.16K | 0.00% | 00.0% | Unchanged |
| Madden Securities Corp | 130 | $3.16K | 0.00% | +130 | New |
| Citadel Advisors LLC | 146 | $3.54K | 0.00% | −3,878,729−100.0% | Reduced |
| Your Advocates Ltd., LLP | 150 | $3.64K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 150 | $3.64K | 0.00% | +50+50.0% | Added |
| Romano Brothers and Company | 152 | $3.69K | 0.00% | +152 | New |
| Quent Capital, LLC | 163 | $3.98K | 0.00% | +14+9.4% | Added |
| Global Retirement Partners, LLC | 167 | $4.05K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 174 | $4.22K | 0.28% | +174 | New |
| Cribstone Capital Management, LLC | 175 | $4.25K | 0.00% | −75−30.0% | Reduced |
| Core Alternative Capital | 178 | $4.32K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 184 | $4.47K | 0.00% | +184 | New |
| Beaird Harris Wealth Management, LLC | 187 | $4.54K | 0.00% | +160+592.6% | Added |
| RWM Asset Management, LLC | 187 | $4.54K | 0.00% | +187 | New |
| Whittier Trust Co of Nevada Inc | 200 | $4.85K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 200 | $4.86K | 0.00% | +200 | New |
| WFA of San Diego, LLC | 200 | $4.86K | 0.00% | +200 | New |
| Accel Wealth Management | 202 | $4.91K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 205 | $4.98K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 199 | $5.00K | 0.00% | +12+6.4% | Added |
| Kistler-Tiffany Companies, LLC | 207 | $5.03K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 221 | $5.37K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 265 | $6.00K | 0.00% | +1+0.4% | Added |
| Stephens Consulting, LLC | 250 | $6.07K | 0.00% | −250−50.0% | Reduced |
| Baldwin Brothers Inc | 250 | $6.07K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 250 | $6.07K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 275 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 290 | $7.04K | 0.01% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 300 | $7.28K | 0.00% | −250−45.5% | Reduced |
| Carmichael Hill & Associates, Inc. | 300 | $7.28K | 0.00% | −4−1.3% | Reduced |
| Farther Finance Advisors, LLC | 314 | $7.62K | 0.00% | +314 | New |
| TD Ameritrade Investment Management, LLC | 313 | $8.00K | 0.00% | +313 | New |
| WFA Asset Management Corp | 350 | $8.50K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 357 | $8.50K | 0.00% | −125−25.9% | Reduced |