| ZRC Wealth Management, LLC | 0 | $18 | 0.00% | 0 | Unchanged |
| Legacy Bridge, LLC | 2 | $174 | 0.00% | +2 | New |
| Y.D. More Investments Ltd | 703 | $210 | 0.00% | +86+13.9% | Added |
| High Note Wealth, LLC | 2 | $222 | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 3 | $334 | 0.00% | −102,825−100.0% | Reduced |
| Bear Mountain Capital, Inc. | 4 | $441 | 0.00% | +4 | New |
| Osterweis Capital Management Inc | 5 | $556 | 0.00% | +5 | New |
| Bare Financial Services, Inc | 6 | $667 | 0.00% | +6 | New |
| HFM Investment Advisors, LLC | 7 | $779 | 0.00% | +7 | New |
| 1620 Investment Advisors, Inc. | 8 | $865 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 8 | $890 | 0.00% | +8 | New |
| Halbert Hargrove Global Advisors, LLC | 9 | $1.00K | 0.00% | +9 | New |
| SOA Wealth Advisors, LLC. | 10 | $1.08K | 0.00% | −50−83.3% | Reduced |
| Rakuten Securities, Inc. | 10 | $1.11K | 0.00% | +4+66.7% | Added |
| Parkworth Wealth Management, Inc. | 11 | $1.22K | 0.00% | 00.0% | Unchanged |
| Greenline Partners, LLC | 12 | $1.33K | 0.00% | +12 | New |
| TD Capital Management LLC | 12 | $1.34K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 13 | $1.45K | 0.00% | +13 | New |
| Principia Wealth Advisory, LLC | 15 | $1.58K | 0.00% | +2+15.4% | Added |
| Bay Harbor Wealth Management, LLC | 15 | $1.67K | 0.00% | +15 | New |
| Wolff Wiese Magana LLC | 15 | $1.67K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 15 | $1.67K | 0.00% | +10+200.0% | Added |
| Dogwood Wealth Management LLC | 15 | $1.67K | 0.00% | +15 | New |
| Catherine Avery Investment Management LLC | 17 | $1.89K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 18 | $2.00K | 0.00% | +18 | New |
| PSI Advisors, LLC | 19 | $2.11K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 20 | $2.15K | 0.00% | +7+53.8% | Added |
| NVWM, LLC | 22 | $2.45K | 0.00% | +5+29.4% | Added |
| TFC Financial Management | 23 | $2.56K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 25 | $2.78K | 0.00% | +25 | New |
| Boyd Watterson Asset Management LLC | 27 | $3.00K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 29 | $3.23K | 0.00% | +12+70.6% | Added |
| Raelipskie Partnership | 30 | $3.34K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 32 | $3.56K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 33 | $3.67K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 33 | $3.67K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 35 | $3.89K | 0.00% | −400−92.0% | Reduced |
| 1 North Wealth Services LLC | 36 | $4.00K | 0.00% | +36 | New |
| Burkett Financial Services, LLC | 40 | $4.47K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 42 | $4.67K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 44 | $4.89K | 0.00% | +44 | New |
| Dunhill Financial, LLC | 44 | $4.91K | 0.00% | −29−39.7% | Reduced |
| Coston, McIsaac & Partners | 46 | $5.00K | 0.00% | +46 | New |
| Atlas Capital Advisors LLC | 46 | $5.11K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 50 | $5.56K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 51 | $5.67K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 53 | $5.89K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 60 | $6.00K | 0.00% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 55 | $6.12K | 0.00% | +55 | New |
| United Community Bank | 57 | $6.34K | 0.00% | +57 | New |
| Global Trust Asset Management, LLC | 58 | $6.45K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 60 | $6.67K | 0.00% | +60 | New |
| Proffitt & Goodson Inc | 64 | $7.12K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 65 | $7.23K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 397 | $7.54K | 0.00% | +397 | New |
| JDM Financial Group LLC | 68 | $7.56K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 70 | $7.78K | 0.00% | −3−4.1% | Reduced |
| Harvest Fund Management Co., Ltd | 76 | $8.00K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 74 | $8.00K | 0.01% | +74 | New |
| Activest Wealth Management | 74 | $8.23K | 0.00% | +73+7,300.0% | Added |
| Cherry Tree Wealth Management, LLC | 76 | $8.45K | 0.00% | +76 | New |
| Ruedi Wealth Management, Inc. | 78 | $8.67K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 78 | $8.76K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 79 | $8.78K | 0.01% | +29+58.0% | Added |
| Winch Advisory Services, LLC | 80 | $8.93K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 84 | $9.29K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 87 | $9.64K | 0.00% | +35+67.3% | Added |
| Valley National Advisers Inc | 95 | $10.0K | 0.00% | −28−22.8% | Reduced |
| Northwest Capital Management Inc | 92 | $10.2K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 93 | $10.3K | 0.00% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 96 | $10.7K | 0.00% | −52−35.1% | Reduced |
| Highline Wealth Partners LLC | 98 | $10.9K | 0.00% | +20+25.6% | Added |
| Sierra Ocean, LLC | 104 | $11.6K | 0.01% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 105 | $11.7K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 111 | $12.3K | 0.01% | −420−79.1% | Reduced |
| Keener Financial Planning LLC | 125 | $13.0K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 118 | $13.1K | 0.01% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 119 | $13.2K | 0.01% | +119 | New |
| Evermay Wealth Management LLC | 120 | $13.3K | 0.00% | 00.0% | Unchanged |
| eCIO, Inc. | 120 | $13.3K | 0.00% | +120 | New |
| Raffa Wealth Management, LLC | 124 | $13.8K | 0.00% | +28+29.2% | Added |
| Global Wealth Strategies & Associates | 126 | $14.0K | 0.00% | +94+293.8% | Added |
| Semmax Financial Advisors Inc. | 139 | $14.7K | 0.00% | +40+40.4% | Added |
| PFG Private Wealth Management, LLC | 137 | $15.2K | 0.01% | +137 | New |
| Broadwater Capital Management LLC | 138 | $15.3K | 0.01% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 141 | $15.7K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 154 | $17.1K | 0.00% | −72−31.9% | Reduced |
| Wood Tarver Financial Group, LLC | 157 | $17.5K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 163 | $18.1K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 168 | $18.2K | 0.00% | +10+6.3% | Added |
| Midwest Capital Advisors, LLC | 167 | $18.6K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 170 | $18.9K | 0.02% | −52−23.4% | Reduced |
| UMA Financial Services, Inc. | 171 | $19.1K | 0.00% | +1+0.6% | Added |
| Aspect Partners, LLC | 174 | $19.3K | 0.01% | −3−1.7% | Reduced |
| Financial Management Professionals, Inc. | 177 | $19.7K | 0.00% | +111+168.2% | Added |
| City State Bank | 193 | $21.5K | 0.01% | 00.0% | Unchanged |
| Copia Wealth Management | 195 | $21.7K | 0.02% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 200 | $22.2K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 200 | $22.2K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 200 | $22.2K | 0.01% | 00.0% | Unchanged |