| Centerpoint Advisors, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 0 | $48 | 0.00% | 0 | New |
| Hallmark Capital Management Inc | 1 | $121 | 0.00% | −66−98.5% | Reduced |
| Intesa Sanpaolo S.p.A. | 1 | $121 | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 1 | $122 | 0.00% | +1 | New |
| Mountain Hill Investment Partners Corp. | 1 | $140 | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 1 | $144 | 0.00% | 00.0% | Unchanged |
| Sankala Group LLC | 3 | $363 | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 3 | $364 | 0.00% | −3−50.0% | Reduced |
| Redwood Park Advisors LLC | 3 | $364 | 0.00% | −1−25.0% | Reduced |
| Nvest Wealth Strategies, Inc. | 3 | $364 | 0.00% | +3 | New |
| Intentional Wealth Strategies, LLC | 3 | $364 | 0.00% | +3 | New |
| Pittenger & Anderson Inc | 5 | $606 | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 5 | $606 | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 6 | $728 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 6 | $728 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 7 | $849 | 0.00% | +6+600.0% | Added |
| Curio Wealth, LLC | 8 | $975 | 0.00% | +6+300.0% | Added |
| Community Financial Services Group, LLC | 9 | $1.08K | 0.00% | +9 | New |
| IMG Wealth Management, Inc. | 10 | $1.21K | 0.00% | −79−88.8% | Reduced |
| Three Bearings Fiduciary Advisors, Inc. | 10 | $1.21K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 10 | $1.21K | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 10 | $1.21K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 10 | $1.21K | 0.00% | +10 | New |
| TopTier Wealth Management, LLC | 11 | $1.33K | 0.00% | +11 | New |
| Burkett Financial Services, LLC | 12 | $1.54K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 13 | $1.58K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 14 | $1.70K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 15 | $1.82K | 0.00% | −77−83.7% | Reduced |
| BFSG, LLC | 15 | $1.82K | 0.00% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 15 | $1.82K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 15 | $1.84K | 0.00% | +15 | New |
| Stone House Investment Management, LLC | 16 | $1.92K | 0.00% | +16 | New |
| Quaker Wealth Management, LLC | 16 | $1.94K | 0.00% | −1,600−99.0% | Reduced |
| Navigoe, LLC | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 16 | $2.03K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 17 | $2.06K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 17 | $2.12K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 19 | $2.30K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 19 | $2.30K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 20 | $2.42K | 0.00% | 00.0% | Unchanged |
| Portus Wealth Advisors, LLC | 20 | $2.42K | 0.00% | +20 | New |
| Wolff Wiese Magana LLC | 20 | $2.44K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 21 | $2.51K | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 23 | $2.79K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 23 | $2.79K | 0.00% | +18+360.0% | Added |
| Bradley & Co. Private Wealth Management, LLC | 24 | $2.91K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 24 | $2.91K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 24 | $2.91K | 0.00% | +18+300.0% | Added |
| Purpose Unlimited Inc. | 25 | $3.03K | 0.00% | +25 | New |
| BOK Financial Private Wealth, Inc. | 25 | $3.03K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 25 | $3.03K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 25 | $3.03K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 25 | $3.03K | 0.00% | +25 | New |
| POM Investment Strategies, LLC | 28 | $3.39K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 28 | $3.39K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 28 | $3.44K | 0.00% | 00.0% | Unchanged |
| LM Advisors LLC | 432 | $3.60K | 0.07% | +51+13.4% | Added |
| Principia Wealth Advisory, LLC | 30 | $3.64K | 0.00% | +5+20.0% | Added |
| Crewe Advisors LLC | 30 | $3.64K | 0.00% | +19+172.7% | Added |
| Dogwood Wealth Management LLC | 32 | $3.88K | 0.00% | +1+3.2% | Added |
| MBM Wealth Consultants, LLC | 32 | $3.88K | 0.00% | +32 | New |
| Valley National Advisers Inc | 38 | $4.00K | 0.00% | +1+2.7% | Added |
| Vanguard Advisers Inc | 33 | $4.00K | 0.00% | +33 | New |
| TFC Financial Management | 33 | $4.02K | 0.00% | +2+6.5% | Added |
| MB, Levis & Associates, LLC | 34 | $4.12K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 35 | $4.24K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 35 | $4.24K | 0.00% | +35 | New |
| Maseco LLP | 36 | $4.34K | 0.00% | +36 | New |
| Retiremitten Financial LLC | 36 | $4.36K | 0.00% | +36 | New |
| United Financial Planning Group LLC | 36 | $4.37K | 0.00% | +36 | New |
| PFS Partners, LLC | 36 | $4.40K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 36 | $4.47K | 0.00% | 00.0% | Unchanged |
| Align Financial, LLC | 38 | $4.61K | 0.00% | −3,677−99.0% | Reduced |
| Burk Holdings LLC | 39 | $4.73K | 0.00% | +39 | New |
| NVWM, LLC | 40 | $4.80K | 0.00% | +1+2.6% | Added |
| True Link Financial Advisors, LLC | 40 | $4.85K | 0.00% | +40 | New |
| Private Wealth Management Group, LLC | 41 | $4.97K | 0.00% | −22−34.9% | Reduced |
| TSFG, LLC | 40 | $5.00K | 0.00% | −343−89.6% | Reduced |
| McIlrath & Eck, LLC | 42 | $5.09K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 42 | $5.10K | 0.00% | −5−10.6% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 46 | $5.58K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 46 | $5.58K | 0.00% | +20+76.9% | Added |
| DiNuzzo Private Wealth, Inc. | 49 | $5.94K | 0.00% | +38+345.5% | Added |
| Osbon Capital Management LLC | 50 | $6.06K | 0.00% | 00.0% | Unchanged |
| Leo H. Evart, Inc. | 50 | $6.06K | 0.01% | +50 | New |
| Napier Financial, LLC | 50 | $6.06K | 0.00% | +50 | New |
| Innovative Asset Advisors Group, LLC | 50 | $6.06K | 0.00% | +50 | New |
| Motco | 51 | $6.18K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 53 | $6.42K | 0.00% | +13+32.5% | Added |
| JPL Wealth Management, LLC | 53 | $6.42K | 0.00% | +53 | New |
| Godsey & Gibb Associates | 55 | $6.67K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 57 | $6.87K | 0.01% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 57 | $6.91K | 0.00% | 00.0% | Unchanged |
| Sapience Investments, LLC | 59 | $7.15K | 0.93% | +59 | New |
| Wiser Advisor Group LLC | 60 | $7.25K | 0.01% | +1+1.7% | Added |
| Richardson Capital Management LLC | 60 | $7.27K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 60 | $7.27K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 61 | $7.39K | 0.00% | +37+154.2% | Added |
| PayPay Securities Corp | 60 | $7.43K | 0.26% | +49+445.5% | Added |