| WealthTrak Capital Management LLC | 1 | $124 | 0.00% | +1 | New |
| SBI Securities Co., Ltd. | 2 | $246 | 0.00% | +2 | New |
| Principia Wealth Advisory, LLC | 2 | $246 | 0.00% | +2 | New |
| Capital A Wealth Management, LLC | 2 | $246 | 0.00% | +2 | New |
| Measured Risk Portfolios, Inc. | 2 | $249 | 0.00% | +2 | New |
| NBC Securities, Inc. | 2 | $347 | 0.03% | −2,821−99.9% | Reduced |
| Crewe Advisors LLC | 3 | $370 | 0.00% | +3 | New |
| NewSquare Capital LLC | 4 | $492 | 0.00% | +4 | New |
| Parkworth Wealth Management, Inc. | 4 | $492 | 0.00% | +4 | New |
| Whipplewood Advisors, LLC | 5 | $615 | 0.00% | +5 | New |
| HHM Wealth Advisors, LLC | 5 | $616 | 0.00% | +5 | New |
| Bruce G. Allen Investments, LLC | 7 | $861 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 7 | $864 | 0.00% | +3+75.0% | Added |
| Capital Advisors, Ltd. LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 12 | $1.00K | 0.00% | +2+20.0% | Added |
| Center for Financial Planning, Inc. | 9 | $1.11K | 0.00% | +9 | New |
| Provenance Wealth Advisors, LLC | 13 | $1.60K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 14 | $1.72K | 0.00% | +1+7.7% | Added |
| True Wealth Design, LLC | 14 | $1.72K | 0.00% | +2+16.7% | Added |
| Northwest Capital Management Inc | 15 | $1.85K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 17 | $2.09K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 20 | $2.31K | 0.00% | +20 | New |
| Horizon Investments, LLC | 19 | $2.33K | 0.00% | +19 | New |
| Transce3nd, LLC | 20 | $2.46K | 0.00% | +20 | New |
| Advantage Trust Co | 22 | $2.66K | 0.00% | +22 | New |
| Creekmur Asset Management LLC | 23 | $2.83K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 23 | $2.83K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 24 | $2.92K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 25 | $3.08K | 0.00% | −5−16.7% | Reduced |
| West Paces Advisors Inc. | 28 | $3.45K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 30 | $3.69K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 30 | $3.69K | 0.00% | +30 | New |
| Bell Investment Advisors, Inc | 31 | $3.81K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 31 | $3.81K | 0.00% | +29+1,450.0% | Added |
| Avalon Trust Co | 34 | $4.18K | 0.00% | +34 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 40 | $5.01K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 41 | $5.04K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 44 | $5.42K | 0.00% | −8−15.4% | Reduced |
| Park Place Capital Corp | 45 | $5.54K | 0.00% | −39−46.4% | Reduced |
| MV Capital Management, Inc. | 45 | $5.54K | 0.00% | −2−4.3% | Reduced |
| First Pacific Financial | 45 | $5.54K | 0.00% | +1+2.3% | Added |
| Prestige Wealth Management Group LLC | 49 | $6.03K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 52 | $6.40K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 54 | $6.64K | 0.00% | +54 | New |
| Private Wealth Management Group, LLC | 54 | $6.65K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 56 | $6.89K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 56 | $6.94K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 60 | $7.38K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 60 | $7.38K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 60 | $7.38K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 62 | $7.63K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 67 | $8.25K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 69 | $8.49K | 0.00% | +7+11.3% | Added |
| Quent Capital, LLC | 69 | $8.52K | 0.00% | −26−27.4% | Reduced |
| Atala Financial Inc | 74 | $9.11K | 0.01% | +74 | New |
| Meeder Asset Management Inc | 77 | $9.48K | 0.00% | −14−15.4% | Reduced |
| Skopos Labs, Inc. | 77 | $9.48K | 0.00% | +2+2.7% | Added |
| Fortitude Family Office, LLC | 86 | $10.6K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 93 | $11.4K | 0.00% | +25+36.8% | Added |
| First Horizon Advisors, Inc. | 95 | $11.7K | 0.00% | +92+3,066.7% | Added |
| Wellington Shields Capital Management, LLC | 100 | $12.3K | 0.00% | −1,000−90.9% | Reduced |
| Harbor Investment Advisory, LLC | 100 | $12.3K | 0.00% | −100−50.0% | Reduced |
| HGK Asset Management Inc | 100 | $12.3K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 100 | $12.3K | 0.00% | +100 | New |
| Rakuten Securities, Inc. | 100 | $12.3K | 0.00% | +100 | New |
| Chapman Financial Group, LLC | 100 | $12.3K | 0.01% | +100 | New |
| HighMark Wealth Management LLC | 101 | $12.4K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 102 | $12.6K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 103 | $12.7K | 0.00% | −7−6.4% | Reduced |
| JFS Wealth Advisors, LLC | 107 | $13.2K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 111 | $13.7K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 121 | $14.9K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 128 | $15.8K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 144 | $17.7K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 150 | $18.5K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 155 | $19.1K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 155 | $19.1K | 0.01% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 156 | $19.2K | 0.01% | +156 | New |
| Contravisory Investment Management, Inc. | 157 | $19.3K | 0.00% | +157 | New |
| Financial Perspectives, Inc | 165 | $20.3K | 0.01% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 175 | $21.5K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 183 | $22.0K | 0.01% | +40+28.0% | Added |
| City State Bank | 186 | $22.9K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 187 | $23.0K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 192 | $25.8K | 0.00% | +136+242.9% | Added |
| Matrix Trust Co | 221 | $27.0K | 0.00% | −4−1.8% | Reduced |
| Hopwood Financial Services, Inc. | 230 | $28.3K | 0.02% | +230 | New |
| EverSource Wealth Advisors, LLC | 236 | $29.1K | 0.00% | +84+55.3% | Added |
| LGT Financial Advisors LLC | 247 | $30.4K | 0.07% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 247 | $30.4K | 0.00% | +89+56.3% | Added |
| SRS Capital Advisors, Inc. | 258 | $31.8K | 0.00% | +6+2.4% | Added |
| Pin Oak Investment Advisors Inc | 272 | $33.0K | 0.03% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 272 | $33.5K | 0.02% | −2,510−90.2% | Reduced |
| Christopher J. Hasenberg, Inc | 278 | $34.2K | 0.01% | +11+4.1% | Added |
| Central Trust Co | 293 | $36.1K | 0.00% | −6−2.0% | Reduced |
| Ridgewood Investments LLC | 300 | $36.9K | 0.02% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 300 | $36.9K | 0.02% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 300 | $36.9K | 0.01% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 300 | $36.9K | 0.00% | +300 | New |