| Ogorek Anthony Joseph | 8 | $0 | 0.00% | +8 | New |
| McClarren Financial Advisors, Inc. | 58 | $0 | 0.00% | +58 | New |
| Colonial Trust Advisors | 1 | $58 | 0.00% | −100−99.0% | Reduced |
| Curio Wealth, LLC | 1 | $58 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $59 | 0.00% | +1 | New |
| Pineridge Advisors LLC | 2 | $117 | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 3 | $174 | 0.00% | +3 | New |
| Frazier Financial Advisors, LLC | 3 | $175 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 3 | $175 | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 3 | $175 | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 3 | $175 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 3 | $175 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 3 | $175 | 0.00% | +3 | New |
| ROSS\JOHNSON & Associates LLC | 3 | $175 | 0.00% | +3 | New |
| Sandy Spring Bank | 4 | $234 | 0.00% | −2−33.3% | Reduced |
| Painted Porch Advisors LLC | 5 | $291 | 0.00% | −45−90.0% | Reduced |
| Front Row Advisors LLC | 5 | $291 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 5 | $291 | 0.00% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 5 | $291 | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 5 | $291 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 5 | $292 | 0.00% | +5 | New |
| Perritt Capital Management Inc | 7 | $408 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 7 | $408 | 0.00% | +7 | New |
| Global Financial Private Client, LLC | 8 | $466 | 0.00% | +6+300.0% | Added |
| Caitong International Asset Management Co., Ltd | 9 | $525 | 0.00% | −3,226−99.7% | Reduced |
| Hexagon Capital Partners LLC | 9 | $525 | 0.00% | −27−75.0% | Reduced |
| Riggs Asset Managment Co. Inc. | 9 | $525 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 9 | $525 | 0.00% | +9 | New |
| Hollencrest Capital Management | 10 | $583 | 0.00% | −200−95.2% | Reduced |
| Private Trust Co NA | 10 | $583 | 0.00% | −5−33.3% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $583 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 10 | $583 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 10 | $583 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 10 | $583 | 0.00% | +5+100.0% | Added |
| Bare Financial Services, Inc | 10 | $583 | 0.00% | +10 | New |
| PayPay Securities Corp | 10 | $615 | 0.04% | +5+100.0% | Added |
| Investment Research & Advisory Group, Inc. | 50 | $623 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 12 | $654 | 0.00% | +4+50.0% | Added |
| Bogart Wealth, LLC | 12 | $699 | 0.00% | +8+200.0% | Added |
| Beaird Harris Wealth Management, LLC | 12 | $700 | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 12 | $700 | 0.00% | +12 | New |
| Signature Resources Capital Management, LLC | 14 | $816 | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 14 | $816 | 0.00% | +14 | New |
| Dunhill Financial, LLC | 15 | $874 | 0.00% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 15 | $874 | 0.00% | +15 | New |
| WealthTrak Capital Management LLC | 15 | $875 | 0.00% | −5−25.0% | Reduced |
| Principia Wealth Advisory, LLC | 16 | $917 | 0.00% | +6+60.0% | Added |
| Insight Financial Services | 16 | $932 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 17 | $991 | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 17 | $1.00K | 0.00% | −17−50.0% | Reduced |
| Capital Advisors, Ltd. LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 18 | $1.05K | 0.00% | +15+500.0% | Added |
| Private Wealth Asset Management, LLC | 19 | $1.11K | 0.00% | +19 | New |
| Robbins Farley LLC | 20 | $1.17K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 22 | $1.28K | 0.00% | +22 | New |
| Eukles Asset Management | 23 | $1.34K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 24 | $1.40K | 0.00% | +24 | New |
| Iron Horse Wealth Management, LLC | 25 | $1.46K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 25 | $1.46K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 25 | $1.46K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 25 | $1.46K | 0.00% | +25 | New |
| HHM Wealth Advisors, LLC | 25 | $1.46K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 25 | $1.52K | 0.00% | +25 | New |
| Mather Group, LLC. | 29 | $1.69K | 0.00% | +8+38.1% | Added |
| SJS Investment Consulting Inc. | 29 | $1.69K | 0.00% | +2+7.4% | Added |
| Hantz Financial Services, Inc. | 40 | $2.00K | 0.00% | +40 | New |
| Blue Bell Private Wealth Management, LLC | 35 | $2.04K | 0.00% | −2−5.4% | Reduced |
| Missouri Trust & Investment Co | 35 | $2.04K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 40 | $2.33K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 40 | $2.33K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 42 | $2.45K | 0.00% | +24+133.3% | Added |
| Anchor Investment Management, LLC | 44 | $2.56K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 44 | $2.56K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 48 | $2.80K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 50 | $2.92K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 51 | $2.97K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 51 | $2.97K | 0.00% | +51 | New |
| Bartlett & Co. Wealth Management LLC | 55 | $3.21K | 0.00% | 00.0% | Unchanged |
| Compass Financial Services Inc | 55 | $3.21K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 55 | $3.35K | 0.00% | +55 | New |
| PFG Private Wealth Management, LLC | 60 | $3.50K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 65 | $3.79K | 0.00% | +8+14.0% | Added |
| Raffa Wealth Management, LLC | 67 | $3.90K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 68 | $3.96K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 70 | $4.08K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 71 | $4.14K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 72 | $4.20K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 76 | $4.43K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 76 | $4.43K | 0.00% | +22+40.7% | Added |
| Activest Wealth Management | 78 | $4.55K | 0.00% | −2−2.5% | Reduced |
| Bear Mountain Capital, Inc. | 69 | $4.58K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 80 | $4.66K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 84 | $4.90K | 0.00% | +55+189.7% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 84 | $4.90K | 0.00% | +84 | New |
| LRI Investments, LLC | 92 | $5.36K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 98 | $5.71K | 0.00% | +98 | New |
| DecisionPoint Financial, LLC | 100 | $5.83K | 0.00% | −100−50.0% | Reduced |
| TCTC Holdings, LLC | 100 | $5.83K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 100 | $5.83K | 0.00% | 00.0% | Unchanged |