| Pin Oak Investment Advisors Inc | 10 | $0 | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 12 | $0 | 0.00% | −23−65.7% | Reduced |
| Ancora Advisors, LLC | 3 | $81 | 0.00% | −250−98.8% | Reduced |
| True Wealth Design, LLC | 5 | $136 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 6 | $162 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 7 | $190 | 0.00% | −15−68.2% | Reduced |
| Beaird Harris Wealth Management, LLC | 7 | $190 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 8 | $216 | 0.00% | −40−83.3% | Reduced |
| SRS Capital Advisors, Inc. | 9 | $244 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 10 | $270 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $270 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 10 | $270 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 10 | $271 | 0.00% | +10 | New |
| Financial Freedom, LLC | 11 | $310 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 20 | $541 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 20 | $541 | 0.00% | +20 | New |
| Tfo-TDC, LLC | 20 | $547 | 0.00% | +20 | New |
| Delos Wealth Advisors, LLC | 20 | $550 | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 21 | $568 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 24 | $649 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 24 | $649 | 0.00% | +16+200.0% | Added |
| Missouri Trust & Investment Co | 35 | $946 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 35 | $947 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 37 | $1.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 45 | $1.00K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 38 | $1.00K | 0.00% | +38 | New |
| Steward Financial Group LLC | 73 | $1.00K | 0.00% | +73 | New |
| Financial Synergies Wealth Advisors, Inc. | 37 | $1.00K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 38 | $1.03K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 50 | $1.35K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 50 | $1.35K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 50 | $1.35K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 50 | $1.35K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 50 | $1.35K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 50 | $1.35K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 50 | $1.35K | 0.00% | +50 | New |
| Manchester Capital Management LLC | 54 | $1.46K | 0.00% | −202−78.9% | Reduced |
| Baker Avenue Asset Management, LP | 62 | $1.68K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 68 | $1.84K | 0.00% | +2+3.0% | Added |
| Capital Advisors, Ltd. LLC | 58 | $2.00K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 100 | $2.00K | 0.00% | +100 | New |
| Richard W. Paul & Associates, LLC | 80 | $2.16K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 80 | $2.16K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 80 | $2.16K | 0.10% | +1+1.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 82 | $2.22K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 85 | $2.30K | 0.00% | 00.0% | Unchanged |
| Motco | 87 | $2.35K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 90 | $2.52K | 0.00% | −52−36.6% | Reduced |
| Activest Wealth Management | 97 | $2.62K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 100 | $2.70K | 0.00% | −30−23.1% | Reduced |
| Baystate Wealth Management LLC | 100 | $2.70K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 100 | $2.70K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 100 | $2.70K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 100 | $2.70K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 100 | $2.70K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 100 | $2.70K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 100 | $2.70K | 0.00% | +100 | New |
| Pathway Financial Advisers, LLC | 100 | $2.70K | 0.00% | +100 | New |
| Impact Partnership Wealth, LLC | 100 | $2.71K | 0.00% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 106 | $2.87K | 0.00% | +106 | New |
| JFS Wealth Advisors, LLC | 110 | $2.97K | 0.00% | +18+19.6% | Added |
| Lee Financial Co | 113 | $3.06K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 115 | $3.11K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 119 | $3.22K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 126 | $3.41K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 127 | $3.43K | 0.00% | +100+370.4% | Added |
| GHP Investment Advisors, Inc. | 148 | $3.94K | 0.00% | +73+97.3% | Added |
| Legacy Financial Group LLC | 150 | $4.05K | 0.00% | +150 | New |
| Cape Investment Advisory, Inc. | 160 | $4.33K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 160 | $4.33K | 0.00% | +10+6.7% | Added |
| Huntington National Bank | 168 | $4.54K | 0.00% | −23−12.0% | Reduced |
| Tucker Asset Management LLC | 170 | $4.59K | 0.00% | −22−11.5% | Reduced |
| WFA of San Diego, LLC | 200 | $5.41K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 200 | $5.41K | 0.00% | +200 | New |
| Provence Wealth Management Group | 200 | $5.41K | 0.00% | +200 | New |
| Brown Brothers Harriman & Co | 205 | $5.54K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 208 | $5.62K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 212 | $5.73K | 0.00% | +212 | New |
| Core Alternative Capital | 213 | $5.76K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 215 | $5.81K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 221 | $5.97K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 209 | $6.25K | 0.00% | +19+10.0% | Added |
| Quent Capital, LLC | 249 | $6.73K | 0.00% | +27+12.2% | Added |
| Baldwin Brothers Inc | 250 | $6.76K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 250 | $6.76K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 250 | $6.76K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 254 | $6.87K | 0.00% | −19−7.0% | Reduced |
| Global Retirement Partners, LLC | 262 | $6.91K | 0.00% | +45+20.7% | Added |
| Caption Management, LLC | 259 | $7.00K | 0.00% | −387−59.9% | Reduced |
| HM Payson & Co | 263 | $7.11K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 272 | $7.35K | 0.00% | +132+94.3% | Added |
| Carmichael Hill & Associates, Inc. | 300 | $8.11K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 300 | $8.11K | 0.00% | +300 | New |
| Pier Capital, LLC | 309 | $8.35K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 343 | $9.28K | 0.00% | +237+223.6% | Added |
| WFA Asset Management Corp | 350 | $9.46K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 400 | $10.8K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 400 | $10.8K | 0.00% | 00.0% | Unchanged |