| CKW Financial Group | 5 | $0 | 0.00% | +5 | New |
| Navigoe, LLC | 9 | $0 | 0.00% | +9 | New |
| TFC Financial Management | 1 | $82 | 0.00% | 00.0% | Unchanged |
| Highland Investment Advisors LLC | 1 | $82 | 0.00% | +1 | New |
| Beaird Harris Wealth Management, LLC | 1 | $119 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 2 | $163 | 0.00% | +2 | New |
| Medallion Wealth Advisors, LLC | 2 | $163 | 0.00% | +2 | New |
| Manchester Capital Management LLC | 2 | $164 | 0.00% | −1−33.3% | Reduced |
| GHP Investment Advisors, Inc. | 2 | $164 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 2 | $164 | 0.00% | +2 | New |
| ROSS\JOHNSON & Associates LLC | 3 | $245 | 0.00% | +3 | New |
| Wealth Enhancement Trust Services, Inc. | 3 | $245 | 0.00% | +3 | New |
| Cordant, Inc. | 3 | $281 | 0.00% | +3 | New |
| Quaker Wealth Management, LLC | 5 | $408 | 0.00% | −1−16.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 5 | $408 | 0.00% | +5 | New |
| Horizon Investments, LLC | 5 | $408 | 0.00% | +5 | New |
| Dunhill Financial, LLC | 5 | $479 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 6 | $489 | 0.00% | +6 | New |
| Trifecta Capital Advisors, LLC | 6 | $490 | 0.00% | +6 | New |
| Halbert Hargrove Global Advisors, LLC | 7 | $561 | 0.00% | +7 | New |
| Kilter Group LLC | 7 | $571 | 0.00% | +7 | New |
| Seneschal Advisors, LLC | 8 | $653 | 0.00% | +2+33.3% | Added |
| Mascoma Wealth Management LLC | 9 | $734 | 0.00% | +9 | New |
| DecisionPoint Financial, LLC | 9 | $755 | 0.00% | +5+125.0% | Added |
| PayPay Securities Corp | 10 | $816 | 0.03% | −11−52.4% | Reduced |
| Cassaday & Co Wealth Management LLC | 10 | $816 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $816 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 10 | $816 | 0.00% | +1+11.1% | Added |
| Bare Financial Services, Inc | 11 | $897 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 11 | $897 | 0.00% | +2+22.2% | Added |
| Clearstead Advisors, LLC | 11 | $898 | 0.00% | +11 | New |
| Pacer Advisors, Inc. | 7 | $1.00K | 0.00% | −1−12.5% | Reduced |
| CoreCap Advisors, LLC | 13 | $1.06K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 13 | $1.06K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 14 | $1.14K | 0.00% | +8+133.3% | Added |
| Barnes Dennig Private Wealth Management LLC | 14 | $1.14K | 0.00% | +14 | New |
| Principia Wealth Advisory, LLC | 15 | $1.22K | 0.00% | +2+15.4% | Added |
| First Horizon Corp | 15 | $1.22K | 0.00% | +8+114.3% | Added |
| Tradewinds Capital Management, LLC | 15 | $1.22K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 16 | $1.30K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 18 | $1.47K | 0.00% | +18 | New |
| Cornerstone Financial Management LLC | 18 | $1.47K | 0.00% | +18 | New |
| Essential Partners LLC | 19 | $1.55K | 0.00% | +8+72.7% | Added |
| Planning Strategies Inc. | 19 | $1.55K | 0.00% | +19 | New |
| AdvisorNet Financial, Inc | 20 | $1.63K | 0.00% | +2+11.1% | Added |
| Continuum Advisory, LLC | 21 | $1.71K | 0.00% | +21 | New |
| Hilton Head Capital Partners, LLC | 22 | $1.79K | 0.00% | −23−51.1% | Reduced |
| Asset Dedication, LLC | 22 | $1.79K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 23 | $1.88K | 0.00% | +16+228.6% | Added |
| Financial Network Wealth Advisors LLC | 23 | $1.88K | 0.00% | +23 | New |
| LRI Investments, LLC | 24 | $1.96K | 0.00% | +12+100.0% | Added |
| Winthrop Capital Management, LLC | 25 | $2.00K | 0.00% | +25 | New |
| Rossby Financial, LCC | 25 | $2.04K | 0.00% | −3−10.7% | Reduced |
| American Capital Advisory, LLC | 25 | $2.04K | 0.00% | +10+66.7% | Added |
| Raffa Wealth Management, LLC | 30 | $2.45K | 0.00% | +10+50.0% | Added |
| Bay Harbor Wealth Management, LLC | 30 | $2.45K | 0.00% | +13+76.5% | Added |
| Manning & Napier Advisors LLC | 30 | $2.45K | 0.00% | +30 | New |
| Hughes Financial Services, LLC | 31 | $2.53K | 0.00% | +15+93.8% | Added |
| Parkside Financial Bank & Trust | 31 | $2.53K | 0.00% | −12−27.9% | Reduced |
| DiNuzzo Private Wealth, Inc. | 32 | $2.61K | 0.00% | +8+33.3% | Added |
| Rialto Wealth Management, LLC | 33 | $2.69K | 0.00% | +28+560.0% | Added |
| North Star Investment Management Corp. | 38 | $3.10K | 0.00% | −41−51.9% | Reduced |
| Creative Capital Management Investments LLC | 39 | $3.18K | 0.00% | +39 | New |
| Ameriflex Group, Inc. | 40 | $3.26K | 0.00% | +40 | New |
| SOA Wealth Advisors, LLC. | 41 | $3.34K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 44 | $3.59K | 0.00% | +9+25.7% | Added |
| Silver Grove Financial Group, Inc. | 47 | $3.83K | 0.00% | +47 | New |
| IMA Wealth, Inc. | 48 | $3.91K | 0.00% | +17+54.8% | Added |
| SHP Wealth Management | 48 | $3.93K | 0.00% | +3+6.7% | Added |
| Gordian Capital Singapore Pte Ltd | 50 | $4.08K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 50 | $4.08K | 0.00% | +1+2.0% | Added |
| LifeSteps Financial, Inc. | 51 | $4.16K | 0.00% | +51 | New |
| Arlington Trust Co LLC | 53 | $4.32K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 53 | $4.32K | 0.00% | 00.0% | Unchanged |
| City State Bank | 55 | $4.49K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 61 | $4.51K | 0.00% | +2+3.4% | Added |
| Armstrong Advisory Group, Inc | 65 | $5.30K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 67 | $5.46K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 70 | $5.71K | 0.00% | +11+18.6% | Added |
| SJS Investment Consulting Inc. | 71 | $5.79K | 0.00% | −16−18.4% | Reduced |
| Vision Retirement, LLC | 73 | $5.95K | 0.00% | −50−40.7% | Reduced |
| Hantz Financial Services, Inc. | 75 | $6.00K | 0.00% | −14−15.7% | Reduced |
| Cromwell Holdings LLC | 77 | $6.28K | 0.00% | +24+45.3% | Added |
| JPL Wealth Management, LLC | 78 | $6.36K | 0.00% | +7+9.9% | Added |
| True Wealth Design, LLC | 82 | $6.69K | 0.00% | +26+46.4% | Added |
| Abound Financial, LLC | 85 | $6.93K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 95 | $7.75K | 0.00% | +1+1.1% | Added |
| Raiffeisen Bank International AG | 95 | $7.77K | 0.00% | −100−51.3% | Reduced |
| South State Corp. | 96 | $7.83K | 0.00% | −281−74.5% | Reduced |
| Byrne Asset Management LLC | 100 | $8.15K | 0.00% | −150−60.0% | Reduced |
| BFSG, LLC | 100 | $8.15K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 100 | $8.15K | 0.00% | 00.0% | Unchanged |
| Bayban | 100 | $8.15K | 0.01% | 00.0% | Unchanged |
| Copia Wealth Management | 102 | $8.32K | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 103 | $8.40K | 0.01% | −84−44.9% | Reduced |
| Financial Consulate, Inc | 104 | $8.48K | 0.00% | +100+2,500.0% | Added |
| Bogart Wealth, LLC | 112 | $9.13K | 0.00% | +50+80.6% | Added |
| Covestor Ltd | 126 | $10.0K | 0.01% | +1+0.8% | Added |
| Bruce G. Allen Investments, LLC | 123 | $10.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 129 | $10.5K | 0.00% | −11,845−98.9% | Reduced |