| Capital Advisors, Ltd. LLC | 8 | $0 | 0.00% | −35−81.4% | Reduced |
| Covestor Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1 | $47 | 0.00% | −10−90.9% | Reduced |
| American Capital Advisory, LLC | 1 | $47 | 0.00% | −1−50.0% | Reduced |
| Cypress Capital Management LLC (WY) | 2 | $93 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 2 | $93 | 0.00% | +2 | New |
| Safe Harbor Fiduciary, LLC | 2 | $93 | 0.00% | +2 | New |
| Colonial Trust Co | 3 | $140 | 0.00% | −16−84.2% | Reduced |
| Eastern Bank | 3 | $140 | 0.00% | +3 | New |
| Hudson Bay Capital Management LP | 3 | $140 | 0.00% | +3 | New |
| Blume Capital Management, Inc. | 3 | $141 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 5 | $234 | 0.00% | 00.0% | Unchanged |
| Bayban | 6 | $280 | 0.00% | +6 | New |
| South State Corp. | 6 | $281 | 0.00% | −30−83.3% | Reduced |
| WestEnd Advisors, LLC | 7 | $327 | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 8 | $374 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 8 | $379 | 0.00% | +5+166.7% | Added |
| Princeton Global Asset Management LLC | 9 | $420 | 0.00% | +9 | New |
| Fairman Group, LLC | 10 | $467 | 0.00% | −10−50.0% | Reduced |
| Distillate Capital Partners LLC | 10 | $467 | 0.00% | +10 | New |
| Clayton Financial Group LLC | 10 | $467 | 0.00% | +10 | New |
| CVA Family Office, LLC | 11 | $513 | 0.00% | +11 | New |
| Aspect Partners, LLC | 12 | $560 | 0.00% | +12 | New |
| HFM Investment Advisors, LLC | 13 | $607 | 0.00% | +1+8.3% | Added |
| Financial Management Professionals, Inc. | 15 | $700 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 15 | $701 | 0.00% | +9+150.0% | Added |
| Bay Harbor Wealth Management, LLC | 16 | $746 | 0.00% | +2+14.3% | Added |
| Cornerstone Financial Management LLC | 16 | $747 | 0.00% | +16 | New |
| Medallion Wealth Advisors, LLC | 17 | $794 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 18 | $840 | 0.00% | +18 | New |
| Smallwood Wealth Investment Management, LLC | 20 | $933 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 23 | $1.00K | 0.00% | +23 | New |
| Kingdom Financial Group LLC. | 22 | $1.03K | 0.00% | +22 | New |
| Bare Financial Services, Inc | 22 | $1.03K | 0.00% | +22 | New |
| Kilter Group LLC | 26 | $1.21K | 0.00% | +26 | New |
| Basecamp Wealth Advisors LLC | 26 | $1.21K | 0.00% | +26 | New |
| Cornerstone Planning Group LLC | 29 | $1.39K | 0.00% | −58−66.7% | Reduced |
| Bruce G. Allen Investments, LLC | 30 | $1.40K | 0.00% | −168−84.8% | Reduced |
| Anfield Capital Management, LLC | 30 | $1.40K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 30 | $1.40K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 30 | $1.40K | 0.00% | −2−6.3% | Reduced |
| Sankala Group LLC | 30 | $1.47K | 0.00% | +30 | New |
| Bogart Wealth, LLC | 33 | $1.54K | 0.00% | +22+200.0% | Added |
| Thompson Investment Management, Inc. | 36 | $1.67K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 37 | $1.73K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 40 | $1.87K | 0.00% | +40 | New |
| Raffa Wealth Management, LLC | 42 | $1.96K | 0.00% | 00.0% | Unchanged |
| IFC & Insurance Marketing, Inc. | 45 | $2.00K | 0.00% | +45 | New |
| AdvisorNet Financial, Inc | 44 | $2.05K | 0.00% | −53−54.6% | Reduced |
| Creative Financial Designs Inc | 45 | $2.10K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 47 | $2.19K | 0.00% | −19−28.8% | Reduced |
| Meramec Financial Planners, LLC | 43 | $2.23K | 0.00% | +43 | New |
| Cape Investment Advisory, Inc. | 48 | $2.25K | 0.00% | +48 | New |
| Plato Investment Management Ltd | 48 | $2.25K | 0.00% | −11,004−99.6% | Reduced |
| Strive Financial Group ,LLC | 50 | $2.33K | 0.00% | +50 | New |
| Grove Bank & Trust | 52 | $2.43K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 52 | $2.43K | 0.00% | −125−70.6% | Reduced |
| Central Trust Co | 55 | $2.55K | 0.00% | +4+7.8% | Added |
| CoreCap Advisors, LLC | 55 | $2.57K | 0.00% | +3+5.8% | Added |
| Caldwell Sutter Capital, Inc. | 60 | $2.80K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 60 | $2.80K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 60 | $2.80K | 0.00% | +4+7.1% | Added |
| IMA Wealth, Inc. | 62 | $2.89K | 0.00% | +62 | New |
| Pinnacle Wealth Planning Services, Inc. | 62 | $2.89K | 0.00% | +62 | New |
| Ares Financial Consulting, LLC | 62 | $2.89K | 0.00% | +62 | New |
| Vermillion Wealth Management, Inc. | 63 | $2.93K | 0.00% | +1+1.6% | Added |
| UMA Financial Services, Inc. | 69 | $3.22K | 0.00% | +29+72.5% | Added |
| Red Tortoise LLC | 70 | $3.27K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 70 | $3.27K | 0.00% | +33+89.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 70 | $3.27K | 0.00% | +70 | New |
| Golden State Wealth Management, LLC | 71 | $3.31K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 74 | $3.45K | 0.00% | +74 | New |
| GHP Investment Advisors, Inc. | 77 | $3.60K | 0.00% | −7−8.3% | Reduced |
| First Horizon Corp | 79 | $3.69K | 0.00% | −37−31.9% | Reduced |
| Keating Financial Advisory Services, Inc. | 84 | $3.92K | 0.00% | +84 | New |
| North Star Investment Management Corp. | 90 | $4.20K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 100 | $4.67K | 0.00% | −364−78.4% | Reduced |
| Delta Asset Management LLC | 100 | $4.67K | 0.00% | 00.0% | Unchanged |
| City State Bank | 100 | $4.67K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 100 | $4.67K | 0.00% | +27+37.0% | Added |
| MCF Advisors LLC | 101 | $4.71K | 0.00% | +61+152.5% | Added |
| Optiver Holding B.V. | 102 | $4.76K | 0.00% | +102 | New |
| Farmers & Merchants Investments Inc | 105 | $4.90K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 105 | $4.90K | 0.00% | +16+18.0% | Added |
| Sachetta, LLC | 105 | $4.90K | 0.00% | +61+138.6% | Added |
| Avion Wealth | 115 | $5.00K | 0.00% | +55+91.7% | Added |
| Park Square Financial Group, LLC | 98 | $5.62K | 0.03% | +98 | New |
| Geneos Wealth Management Inc. | 127 | $5.93K | 0.00% | −67−34.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 128 | $5.99K | 0.00% | +23+21.9% | Added |
| Fortitude Family Office, LLC | 144 | $6.72K | 0.00% | +82+132.3% | Added |
| 1 North Wealth Services LLC | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 152 | $7.09K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 161 | $7.51K | 0.00% | +9+5.9% | Added |
| Westfuller Advisors, LLC | 163 | $7.60K | 0.00% | +82+101.2% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 166 | $7.76K | 0.00% | +166 | New |
| Measured Wealth Private Client Group, LLC | 172 | $8.03K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 203 | $9.00K | 0.00% | +122+150.6% | Added |
| Addison Advisors LLC | 197 | $9.20K | 0.00% | +167+556.7% | Added |
| Rothschild Investment LLC | 198 | $9.24K | 0.00% | +123+164.0% | Added |
| Archer Investment Corp | 200 | $9.34K | 0.00% | 00.0% | Unchanged |