| Wood Tarver Financial Group, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $90 | 0.00% | −4−80.0% | Reduced |
| Core Alternative Capital | 1 | $90 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $180 | 0.00% | −1−33.3% | Reduced |
| Bay Harbor Wealth Management, LLC | 3 | $269 | 0.00% | −2−40.0% | Reduced |
| SJS Investment Consulting Inc. | 3 | $270 | 0.00% | −13−81.3% | Reduced |
| WestEnd Advisors, LLC | 3 | $270 | 0.00% | 00.0% | Unchanged |
| Total Investment Management Inc | 3 | $270 | 0.00% | +3 | New |
| IMA Wealth, Inc. | 3 | $270 | 0.00% | +3 | New |
| CoreCap Advisors, LLC | 4 | $360 | 0.00% | −16−80.0% | Reduced |
| Stephens Consulting, LLC | 4 | $360 | 0.00% | +4 | New |
| Principia Wealth Advisory, LLC | 5 | $450 | 0.00% | −20−80.0% | Reduced |
| Parkworth Wealth Management, Inc. | 5 | $450 | 0.00% | +2+66.7% | Added |
| Dunhill Financial, LLC | 5 | $510 | 0.00% | −142−96.6% | Reduced |
| Bogart Wealth, LLC | 6 | $540 | 0.00% | −34−85.0% | Reduced |
| NVWM, LLC | 7 | $629 | 0.00% | +7 | New |
| Sachetta, LLC | 7 | $630 | 0.00% | −21−75.0% | Reduced |
| Valued Wealth Advisors LLC | 7 | $632 | 0.00% | −4−36.4% | Reduced |
| Creative Financial Designs Inc | 9 | $809 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 9 | $809 | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 9 | $809 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 10 | $899 | 0.00% | +10 | New |
| Tortoise Investment Management, LLC | 10 | $899 | 0.00% | +10 | New |
| Legacy Investment Solutions, LLC | 10 | $900 | 0.00% | +10 | New |
| Legacy Wealth Managment, LLC | 10 | $900 | 0.00% | +10 | New |
| Avion Wealth | 16 | $1.00K | 0.00% | −4−20.0% | Reduced |
| Caitong International Asset Management Co., Ltd | 12 | $1.08K | 0.00% | +12 | New |
| Atlantic Trust, LLC | 13 | $1.17K | 0.00% | +13 | New |
| Hughes Financial Services, LLC | 15 | $1.57K | 0.00% | +10+200.0% | Added |
| Montag A & Associates Inc | 19 | $1.70K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 20 | $1.80K | 0.00% | −46−69.7% | Reduced |
| FSA Wealth Management LLC | 20 | $1.80K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 20 | $1.82K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 21 | $1.92K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 22 | $1.98K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 23 | $2.07K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 25 | $2.25K | 0.00% | +25 | New |
| Missouri Trust & Investment Co | 27 | $2.43K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 27 | $2.43K | 0.00% | +7+35.0% | Added |
| Concord Wealth Partners | 27 | $2.46K | 0.00% | +27 | New |
| CBIZ Investment Advisory Services, LLC | 28 | $2.52K | 0.00% | +28 | New |
| Hartford Financial Management Inc. | 29 | $2.61K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 30 | $2.70K | 0.00% | −48−61.5% | Reduced |
| Fortitude Family Office, LLC | 30 | $2.70K | 0.00% | −21−41.2% | Reduced |
| Stuart Chaussee & Associates, Inc. | 30 | $2.70K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 30 | $2.70K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 30 | $2.70K | 0.00% | +20+200.0% | Added |
| Bruce G. Allen Investments, LLC | 34 | $3.06K | 0.00% | −18−34.6% | Reduced |
| Colonial Trust Co | 35 | $3.15K | 0.00% | +33+1,650.0% | Added |
| Howard Hughes Medical Institute | 35 | $3.15K | 0.00% | +35 | New |
| Kilter Group LLC | 35 | $3.15K | 0.00% | +35 | New |
| Pacifica Partners Inc. | 35 | $3.16K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 35 | $3.22K | 0.00% | +24+218.2% | Added |
| Sierra Ocean, LLC | 36 | $3.24K | 0.00% | −75−67.6% | Reduced |
| New Millennium Group LLC | 37 | $3.33K | 0.00% | +13+54.2% | Added |
| Riggs Asset Managment Co. Inc. | 40 | $3.60K | 0.00% | +40 | New |
| Bare Financial Services, Inc | 43 | $3.87K | 0.00% | +37+616.7% | Added |
| South State Corp. | 44 | $3.96K | 0.00% | −8−15.4% | Reduced |
| Ogorek Anthony Joseph | 52 | $4.00K | 0.00% | +52 | New |
| GPS Wealth Strategies Group, LLC | 45 | $4.05K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 45 | $4.05K | 0.00% | +4+9.8% | Added |
| Mark Sheptoff Financial Planning, LLC | 50 | $4.50K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 50 | $4.50K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 50 | $4.50K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 52 | $4.68K | 0.00% | −1−1.9% | Reduced |
| Sound Income Strategies, LLC | 54 | $4.86K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 58 | $5.21K | 0.00% | −456−88.7% | Reduced |
| Whipplewood Advisors, LLC | 59 | $5.30K | 0.00% | +13+28.3% | Added |
| Cornerstone Planning Group LLC | 52 | $5.56K | 0.00% | +19+57.6% | Added |
| Morse Asset Management, Inc | 62 | $5.58K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 66 | $5.93K | 0.00% | +66 | New |
| Ameriflex Group, Inc. | 70 | $6.38K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 71 | $6.38K | 0.00% | +36+102.9% | Added |
| Main Street Group, LTD | 75 | $6.78K | 0.00% | −1−1.3% | Reduced |
| HighMark Wealth Management LLC | 85 | $7.63K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 88 | $8.08K | 0.00% | +2+2.3% | Added |
| Princeton Global Asset Management LLC | 90 | $8.09K | 0.00% | +90 | New |
| Prestige Wealth Management Group LLC | 96 | $8.63K | 0.00% | −13−11.9% | Reduced |
| JNBA Financial Advisors | 100 | $8.99K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 100 | $8.99K | 0.00% | +100 | New |
| Private Wealth Asset Management, LLC | 102 | $9.17K | 0.00% | −9−8.1% | Reduced |
| Bell Investment Advisors, Inc | 103 | $9.26K | 0.00% | −5−4.6% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 83 | $9.27K | 0.00% | +83 | New |
| WPG Advisers, LLC | 106 | $9.53K | 0.01% | −14−11.7% | Reduced |
| Clear Street Markets LLC | 108 | $9.71K | 0.00% | −589−84.5% | Reduced |
| Rise Advisors, LLC | 110 | $9.87K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 110 | $9.89K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 114 | $10.3K | 0.00% | −13−10.2% | Reduced |
| True Wealth Design, LLC | 120 | $10.8K | 0.00% | −850−87.6% | Reduced |
| Spire Wealth Management | 133 | $12.0K | 0.00% | +4+3.1% | Added |
| Newbridge Financial Services Group, Inc. | 134 | $12.0K | 0.00% | −45−25.1% | Reduced |
| Activest Wealth Management | 138 | $12.4K | 0.00% | +138 | New |
| Rothschild Investment LLC | 139 | $12.5K | 0.00% | −24−14.7% | Reduced |
| Essex Investment Management Co LLC | 145 | $13.0K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 146 | $13.1K | 0.01% | −52−26.3% | Reduced |
| Coastline Trust Co | 154 | $13.8K | 0.00% | −40−20.6% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 157 | $14.0K | 0.00% | −791−83.4% | Reduced |
| Private Trust Co NA | 166 | $14.9K | 0.00% | +15+9.9% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 170 | $15.3K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 183 | $16.0K | 0.00% | −49−21.1% | Reduced |
