| Capital Advisors, Ltd. LLC | 7 | $0 | 0.00% | −51−87.9% | Reduced |
| Merrithew & Thorsten Inc | 50 | $0 | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 10 | $0 | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 2 | $37 | 0.00% | −36−94.7% | Reduced |
| Beacon Investment Advisory Services, Inc. | 2 | $37 | 0.00% | +2 | New |
| Vermillion Wealth Management, Inc. | 3 | $55 | 0.00% | +3 | New |
| Hoey Investments, Inc | 3 | $56 | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 4 | $73 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 4 | $73 | 0.00% | +4 | New |
| Toth Financial Advisory Corp | 4 | $74 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 5 | $91 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $92 | 0.00% | −53−91.4% | Reduced |
| Prestige Wealth Management Group LLC | 5 | $92 | 0.00% | −44−89.8% | Reduced |
| Beaird Harris Wealth Management, LLC | 5 | $92 | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 5 | $92 | 0.00% | +5 | New |
| DecisionPoint Financial, LLC | 6 | $111 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 10 | $183 | 0.00% | −32−76.2% | Reduced |
| Caldwell Sutter Capital, Inc. | 10 | $183 | 0.00% | 00.0% | Unchanged |
| Essential Investment Partners LLC | 10 | $183 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 10 | $183 | 0.00% | +10 | New |
| DiNuzzo Private Wealth, Inc. | 11 | $202 | 0.00% | −25−69.4% | Reduced |
| Portus Wealth Advisors, LLC | 11 | $202 | 0.00% | +11 | New |
| Financial Freedom, LLC | 11 | $211 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 13 | $238 | 0.00% | −15−53.6% | Reduced |
| Davis Capital Management | 15 | $275 | 0.00% | +15 | New |
| Quaker Wealth Management, LLC | 15 | $276 | 0.00% | +4+36.4% | Added |
| Glass Jacobson Investment Advisors llc | 16 | $294 | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 17 | $312 | 0.00% | 00.0% | Unchanged |
| Vision Retirement, LLC | 20 | $366 | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 20 | $367 | 0.00% | +20 | New |
| MV Capital Management, Inc. | 21 | $386 | 0.00% | −6−22.2% | Reduced |
| Trust Co | 23 | $422 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 24 | $440 | 0.00% | −1,889−98.7% | Reduced |
| Wolff Wiese Magana LLC | 24 | $441 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 28 | $514 | 0.00% | +10+55.6% | Added |
| TD Waterhouse Canada Inc. | 30 | $549 | 0.00% | 00.0% | Unchanged |
| Leo H. Evart, Inc. | 30 | $550 | 0.00% | +30 | New |
| Atlantic Union Bankshares Corp | 32 | $587 | 0.00% | −71−68.9% | Reduced |
| Crewe Advisors LLC | 32 | $587 | 0.00% | +32 | New |
| Missouri Trust & Investment Co | 35 | $642 | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 35 | $642 | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 35 | $642 | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 35 | $642 | 0.00% | +35 | New |
| Spire Wealth Management | 36 | $660 | 0.00% | +1+2.9% | Added |
| Sunrise Financial Services, LLC | 36 | $660 | 0.00% | +36 | New |
| Financial Consulate, Inc | 36 | $661 | 0.00% | +26+260.0% | Added |
| Golden State Equity Partners | 41 | $751 | 0.00% | +41 | New |
| Aspect Partners, LLC | 42 | $770 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 42 | $770 | 0.00% | +42 | New |
| Dunhill Financial, LLC | 44 | $806 | 0.00% | +44 | New |
| Fortitude Family Office, LLC | 44 | $807 | 0.00% | −11−20.0% | Reduced |
| DB Fitzpatrick & Co, Inc | 45 | $825 | 0.00% | +45 | New |
| Your Advocates Ltd., LLP | 50 | $917 | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 50 | $917 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 51 | $935 | 0.00% | −35−40.7% | Reduced |
| Bare Financial Services, Inc | 53 | $972 | 0.00% | +53 | New |
| Bogart Wealth, LLC | 54 | $990 | 0.00% | +25+86.2% | Added |
| Winthrop Capital Management, LLC | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 56 | $1.03K | 0.00% | −41−42.3% | Reduced |
| Golden State Wealth Management, LLC | 56 | $1.03K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 57 | $1.04K | 0.00% | +3+5.6% | Added |
| PayPay Securities Corp | 52 | $1.05K | 0.04% | +6+13.0% | Added |
| Blume Capital Management, Inc. | 60 | $1.10K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 64 | $1.17K | 0.00% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 65 | $1.19K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 65 | $1.19K | 0.00% | +65 | New |
| Private Trust Co NA | 66 | $1.21K | 0.00% | −266−80.1% | Reduced |
| Cornerstone Financial Management LLC | 67 | $1.23K | 0.00% | +8+13.6% | Added |
| Key Capital Management, INC | 74 | $1.36K | 0.00% | +74 | New |
| Vision Financial Markets LLC | 75 | $1.38K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 80 | $1.47K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 81 | $1.49K | 0.00% | +81 | New |
| Cromwell Holdings LLC | 85 | $1.56K | 0.00% | +45+112.5% | Added |
| NBT Bank N A | 86 | $1.58K | 0.00% | +86 | New |
| Wealth Preservation Advisors, LLC | 90 | $1.65K | 0.00% | +90 | New |
| McIlrath & Eck, LLC | 100 | $1.83K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 100 | $1.83K | 0.00% | 00.0% | Unchanged |
| Miller Global Investments, LLC | 100 | $1.83K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 103 | $1.89K | 0.00% | −97−48.5% | Reduced |
| Estabrook Capital Management | 106 | $1.94K | 0.00% | +106 | New |
| Root Financial Partners, LLC | 133 | $2.44K | 0.00% | −469−77.9% | Reduced |
| MCF Advisors LLC | 136 | $2.50K | 0.00% | +136 | New |
| Ameriflex Group, Inc. | 137 | $2.51K | 0.00% | +10+7.9% | Added |
| Fourth Dimension Wealth, LLC | 137 | $2.51K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 146 | $2.68K | 0.00% | +36+32.7% | Added |
| UMA Financial Services, Inc. | 146 | $2.68K | 0.00% | +75+105.6% | Added |
| Rossby Financial, LCC | 148 | $2.71K | 0.00% | +63+74.1% | Added |
| GHP Investment Advisors, Inc. | 148 | $2.71K | 0.00% | −9−5.7% | Reduced |
| NBC Securities, Inc. | 150 | $2.75K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 150 | $2.75K | 0.00% | +150 | New |
| MTM Investment Management, LLC | 161 | $2.95K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 161 | $2.95K | 0.00% | +96+147.7% | Added |
| Hazlett, Burt & Watson, Inc. | 150 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 150 | $3.00K | 0.00% | +150 | New |
| Sound Income Strategies, LLC | 168 | $3.07K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 169 | $3.10K | 0.00% | +169 | New |
| Keating Financial Advisory Services, Inc. | 170 | $3.12K | 0.00% | +108+174.2% | Added |
| Essential Partners LLC | 174 | $3.19K | 0.00% | −34,172−99.5% | Reduced |
| Vanguard National Trust Co | 186 | $3.41K | 0.00% | +186 | New |