| Wealth Watch Advisors, INC | 1 | $11 | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 3 | $33 | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 5 | $54 | 0.00% | −306−98.4% | Reduced |
| DecisionPoint Financial, LLC | 14 | $151 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 14 | $151 | 0.00% | +14 | New |
| Optima Capital LLC | 14 | $152 | 0.00% | +14 | New |
| MV Capital Management, Inc. | 21 | $226 | 0.00% | +6+40.0% | Added |
| Dunhill Financial, LLC | 21 | $228 | 0.00% | +21 | New |
| Pension & Wealth Management Advisors, Inc. | 25 | $268 | 0.00% | −1,656−98.5% | Reduced |
| Harbor Asset Planning, Inc. | 28 | $297 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 28 | $300 | 0.00% | +28 | New |
| Legacy Wealth Managment, LLC | 31 | $330 | 0.00% | +1+3.3% | Added |
| Torren Management, LLC | 44 | $467 | 0.00% | +44 | New |
| Raffa Wealth Management, LLC | 47 | $504 | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 49 | $531 | 0.00% | +49 | New |
| Bayban | 50 | $536 | 0.00% | +50 | New |
| True Wealth Design, LLC | 57 | $612 | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 60 | $643 | 0.00% | −60−50.0% | Reduced |
| Principia Wealth Advisory, LLC | 60 | $643 | 0.00% | +47+361.5% | Added |
| Root Financial Partners, LLC | 67 | $718 | 0.00% | −4−5.6% | Reduced |
| Abound Financial, LLC | 74 | $793 | 0.00% | +74 | New |
| Acumen Wealth Advisors, LLC | 76 | $824 | 0.00% | +76 | New |
| Key Financial Inc | 89 | $954 | 0.00% | −72−44.7% | Reduced |
| Capital Advisors, Ltd. LLC | 98 | $1.00K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 102 | $1.09K | 0.00% | +102 | New |
| Key Capital Management, INC | 109 | $1.17K | 0.00% | +109 | New |
| Johnson Financial Group, Inc. | 115 | $1.25K | 0.00% | −6,419−98.2% | Reduced |
| American Capital Advisory, LLC | 118 | $1.26K | 0.00% | +12+11.3% | Added |
| Quest 10 Wealth Builders, Inc. | 123 | $1.31K | 0.00% | −4−3.1% | Reduced |
| Mountain Hill Investment Partners Corp. | 124 | $1.33K | 0.00% | +4+3.3% | Added |
| TD Waterhouse Canada Inc. | 142 | $1.52K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 145 | $1.55K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 146 | $1.58K | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 148 | $1.59K | 0.00% | +148 | New |
| Cornerstone Planning Group LLC | 143 | $1.72K | 0.00% | −214−59.9% | Reduced |
| SRS Capital Advisors, Inc. | 166 | $1.78K | 0.00% | −2,489−93.7% | Reduced |
| Quadrant Capital Group LLC | 176 | $1.89K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 210 | $2.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 220 | $2.00K | 0.00% | +7+3.3% | Added |
| Caitong International Asset Management Co., Ltd | 189 | $2.03K | 0.00% | +66+53.7% | Added |
| McGuire Capital Advisors Inc | 193 | $2.07K | 0.00% | +193 | New |
| Glen Eagle Advisors, LLC | 200 | $2.14K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 221 | $2.37K | 0.00% | +204+1,200.0% | Added |
| Cary Street Partner Investment Advisory LLC | 224 | $2.40K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 225 | $2.41K | 0.00% | +94+71.8% | Added |
| Fortitude Family Office, LLC | 229 | $2.46K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 231 | $2.48K | 0.00% | +231 | New |
| Sachetta, LLC | 233 | $2.50K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 240 | $2.57K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 241 | $2.58K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 271 | $2.91K | 0.00% | +271 | New |
| Pin Oak Investment Advisors Inc | 250 | $3.00K | 0.00% | +100+66.7% | Added |
| Ronald Blue Trust, Inc. | 300 | $3.22K | 0.00% | −250−45.5% | Reduced |
| Essential Partners LLC | 303 | $3.25K | 0.00% | +270+818.2% | Added |
| Strategic Investment Solutions, Inc. | 325 | $3.48K | 0.00% | +325 | New |
| Aspect Partners, LLC | 331 | $3.55K | 0.00% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 464 | $4.98K | 0.00% | +464 | New |
| Brown Brothers Harriman & Co | 469 | $5.03K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 496 | $5.32K | 0.00% | −4,619−90.3% | Reduced |
| Atlantic Union Bankshares Corp | 500 | $5.36K | 0.00% | −2,455−83.1% | Reduced |
| High Point Wealth Management, LLC | 500 | $5.36K | 0.01% | +500 | New |
| Lloyd Advisory Services, LLC. | 512 | $5.48K | 0.00% | +512 | New |
| Godsey & Gibb Associates | 540 | $5.79K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 546 | $5.85K | 0.00% | +1+0.2% | Added |
| Wolff Wiese Magana LLC | 600 | $6.43K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 629 | $6.74K | 0.00% | −500−44.3% | Reduced |
| Avion Wealth | 706 | $7.00K | 0.00% | +22+3.2% | Added |
| Versant Capital Management, Inc | 672 | $7.20K | 0.00% | +159+31.0% | Added |
| Centiva Capital, LP | 700 | $7.50K | 0.00% | +700 | New |
| Roble, Belko & Company, Inc | 761 | $8.00K | 0.00% | +613+414.2% | Added |
| Bell Investment Advisors, Inc | 775 | $8.31K | 0.00% | +103+15.3% | Added |
| Clearstead Advisors, LLC | 792 | $8.49K | 0.00% | +283+55.6% | Added |
| Cullen/Frost Bankers, Inc. | 800 | $8.58K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 915 | $9.81K | 0.00% | +855+1,425.0% | Added |
| Basepoint Wealth LLC | 976 | $10.5K | 0.01% | +976 | New |
| Eastern Bank | 1,000 | $10.7K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 1,106 | $11.9K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 1,109 | $11.9K | 0.01% | −11−1.0% | Reduced |
| Rossby Financial, LCC | 1,144 | $12.3K | 0.00% | −5,333−82.3% | Reduced |
| Salomon & Ludwin, LLC | 1,155 | $12.8K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 1,195 | $12.8K | 0.00% | +41+3.6% | Added |
| AdvisorNet Financial, Inc | 1,198 | $12.8K | 0.00% | +179+17.6% | Added |
| Atlantic Edge Private Wealth Management, LLC | 1,200 | $12.9K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,205 | $12.9K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 1,220 | $13.1K | 0.00% | +1,220 | New |
| McIlrath & Eck, LLC | 1,226 | $13.1K | 0.00% | 00.0% | Unchanged |
| Vision Retirement, LLC | 1,227 | $13.2K | 0.00% | +1,227 | New |
| Zions Bancorporation, National Association | 1,254 | $13.4K | 0.00% | +1,254 | New |
| Broadwater Capital Management LLC | 1,320 | $14.2K | 0.01% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 1,245 | $14.2K | 0.02% | +27+2.2% | Added |
| Trust Co of Vermont | 1,329 | $14.2K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 1,405 | $15.1K | 0.01% | +1,405 | New |
| Aventura Private Wealth, LLC | 1,500 | $16.1K | 0.01% | 00.0% | Unchanged |
| Litman Gregory Asset Management LLC | 1,500 | $16.1K | 0.00% | +1,500 | New |
| Robinswood Financial LLC | 1,568 | $16.8K | 0.01% | +780+99.0% | Added |
| Financial Connections Group, Inc. | 1,764 | $18.0K | 0.01% | +61+3.6% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,730 | $18.5K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,758 | $18.8K | 0.00% | −1,032−37.0% | Reduced |
| Graney & King, LLC | 1,862 | $20.0K | 0.01% | +1,076+136.9% | Added |
| Ancora Advisors, LLC | 1,928 | $20.7K | 0.00% | +1,928 | New |
