| CKW Financial Group | 5 | $0 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $67 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 4 | $268 | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 5 | $332 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 5 | $332 | 0.00% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 5 | $332 | 0.00% | +5 | New |
| Lodestone Wealth Management LLC | 5 | $347 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 7 | $464 | 0.00% | +2+40.0% | Added |
| Curio Wealth, LLC | 7 | $464 | 0.00% | +7 | New |
| TopTier Wealth Management, LLC | 7 | $464 | 0.00% | +7 | New |
| Bruce G. Allen Investments, LLC | 8 | $531 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 10 | $625 | 0.00% | 00.0% | Unchanged |
| Trust Co | 10 | $663 | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 10 | $663 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 10 | $663 | 0.00% | +5+100.0% | Added |
| Highline Wealth Partners LLC | 10 | $663 | 0.00% | +10 | New |
| Elevated Capital Advisors, LLC | 11 | $730 | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 11 | $730 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 11 | $730 | 0.00% | +11 | New |
| Proffitt & Goodson Inc | 12 | $796 | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 13 | $862 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 13 | $863 | 0.00% | +1+8.3% | Added |
| Dunhill Financial, LLC | 13 | $920 | 0.00% | +9+225.0% | Added |
| First Horizon Corp | 14 | $929 | 0.00% | +14 | New |
| North Star Investment Management Corp. | 14 | $929 | 0.00% | +14 | New |
| Hazlett, Burt & Watson, Inc. | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 17 | $1.26K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 19 | $1.26K | 0.00% | 00.0% | Unchanged |
| Motco | 20 | $1.33K | 0.00% | −11−35.5% | Reduced |
| Manchester Capital Management LLC | 20 | $1.33K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 20 | $1.33K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 20 | $1.33K | 0.00% | +2+11.1% | Added |
| Operose Advisors LLC | 20 | $1.33K | 0.00% | +20 | New |
| New England Capital Financial Advisors LLC | 21 | $1.40K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 22 | $1.46K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 22 | $1.46K | 0.00% | +22 | New |
| Cornerstone Financial Management LLC | 23 | $1.53K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 24 | $1.58K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 24 | $1.59K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 25 | $1.66K | 0.00% | +25 | New |
| Sachetta, LLC | 25 | $1.66K | 0.00% | +25 | New |
| Torren Management, LLC | 28 | $1.83K | 0.00% | −1,302−97.9% | Reduced |
| City State Bank | 29 | $1.92K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 30 | $1.99K | 0.00% | +30 | New |
| Bare Financial Services, Inc | 30 | $1.99K | 0.00% | +8+36.4% | Added |
| CX Institutional | 25 | $2.00K | 0.00% | +25 | New |
| Alerus Financial NA | 33 | $2.19K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 33 | $2.19K | 0.00% | +33 | New |
| Main Street Group, LTD | 34 | $2.25K | 0.00% | +34 | New |
| Retirement Wealth Solutions LLC | 35 | $2.32K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 35 | $2.32K | 0.00% | +35 | New |
| Raffa Wealth Management, LLC | 36 | $2.39K | 0.00% | +5+16.1% | Added |
| DiNuzzo Private Wealth, Inc. | 36 | $2.39K | 0.00% | +6+20.0% | Added |
| Frazier Financial Advisors, LLC | 37 | $2.46K | 0.00% | +37 | New |
| Country Trust Bank | 38 | $2.52K | 0.00% | −444−92.1% | Reduced |
| Bell Investment Advisors, Inc | 38 | $2.52K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 38 | $2.52K | 0.00% | +3+8.6% | Added |
| Sound Income Strategies, LLC | 35 | $2.52K | 0.00% | +35 | New |
| MTM Investment Management, LLC | 39 | $2.59K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 42 | $2.79K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 43 | $2.85K | 0.00% | +23+115.0% | Added |
| Tower Trust & Investment Co | 44 | $2.92K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 44 | $2.92K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 44 | $2.92K | 0.00% | +44 | New |
| Axiom Investment Management LLC | 45 | $2.98K | 0.00% | +45 | New |
| Avion Wealth | 60 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 48 | $3.03K | 0.00% | +27+128.6% | Added |
| IMA Wealth, Inc. | 51 | $3.38K | 0.00% | −32−38.6% | Reduced |
| Investors Research Corp | 55 | $3.65K | 0.00% | −3,783−98.6% | Reduced |
| Brown, Lisle/Cummings, Inc. | 55 | $3.65K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 55 | $3.65K | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 55 | $3.65K | 0.00% | +55 | New |
| HighMark Wealth Management LLC | 56 | $3.71K | 0.00% | −38−40.4% | Reduced |
| Caldwell Trust Co | 58 | $3.85K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 61 | $4.05K | 0.00% | +61 | New |
| Bogart Wealth, LLC | 62 | $4.13K | 0.00% | +6+10.7% | Added |
| Networth Advisors, LLC | 63 | $4.18K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 69 | $4.58K | 0.00% | +22+46.8% | Added |
| Rossby Financial, LCC | 65 | $4.68K | 0.00% | +61+1,525.0% | Added |
| Cedar Mountain Advisors, LLC | 72 | $4.78K | 0.00% | +72 | New |
| Central Trust Co | 75 | $4.97K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 75 | $4.97K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 84 | $5.57K | 0.00% | −29−25.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 86 | $5.69K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 88 | $5.84K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 93 | $6.18K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 93 | $6.20K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 98 | $6.50K | 0.00% | +4+4.3% | Added |
| Vision Financial Markets LLC | 102 | $6.73K | 0.01% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 106 | $7.03K | 0.00% | +106 | New |
| Nemes Rush Group LLC | 107 | $7.07K | 0.00% | +1+0.9% | Added |
| Rialto Wealth Management, LLC | 107 | $7.10K | 0.00% | +9+9.2% | Added |
| GHP Investment Advisors, Inc. | 111 | $7.36K | 0.00% | +111 | New |
| Ameriflex Group, Inc. | 113 | $7.49K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 119 | $7.89K | 0.00% | +68+133.3% | Added |
| Stone House Investment Management, LLC | 125 | $8.29K | 0.00% | +55+78.6% | Added |
| Whittier Trust Co of Nevada Inc | 118 | $8.38K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 127 | $8.42K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 131 | $8.69K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 132 | $8.76K | 0.00% | +129+4,300.0% | Added |