| CKW Financial Group | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 1 | $115 | 0.00% | +1 | New |
| Scarborough Advisors, LLC | 2 | $230 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 2 | $230 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 2 | $230 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 3 | $345 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 3 | $345 | 0.00% | +1+50.0% | Added |
| TopTier Wealth Management, LLC | 3 | $345 | 0.00% | +3 | New |
| Sound Income Strategies, LLC | 3 | $347 | 0.00% | +3 | New |
| Westside Investment Management, Inc. | 5 | $574 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 5 | $574 | 0.00% | +3+150.0% | Added |
| Portus Wealth Advisors, LLC | 5 | $574 | 0.00% | +5 | New |
| American Capital Advisory, LLC | 5 | $575 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 6 | $689 | 0.00% | +3+100.0% | Added |
| Bogart Wealth, LLC | 7 | $804 | 0.00% | −14−66.7% | Reduced |
| Clark Wealth Partners | 7 | $804 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 7 | $844 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 8 | $918 | 0.00% | +8 | New |
| DecisionPoint Financial, LLC | 8 | $919 | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 8 | $919 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 14 | $1.00K | 0.00% | +1+7.7% | Added |
| Boreal Capital Management LLC | 9 | $1.03K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 9 | $1.03K | 0.00% | +1+12.5% | Added |
| HFM Investment Advisors, LLC | 9 | $1.03K | 0.00% | +2+28.6% | Added |
| Principia Wealth Advisory, LLC | 10 | $1.15K | 0.00% | +1+11.1% | Added |
| Vermillion Wealth Management, Inc. | 10 | $1.15K | 0.00% | +10 | New |
| Bare Financial Services, Inc | 13 | $1.49K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 13 | $1.49K | 0.00% | +6+85.7% | Added |
| Three Bearings Fiduciary Advisors, Inc. | 13 | $1.49K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 16 | $1.84K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 16 | $1.84K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 19 | $2.18K | 0.00% | +5+35.7% | Added |
| Bay Harbor Wealth Management, LLC | 21 | $2.41K | 0.00% | +8+61.5% | Added |
| Boyd Watterson Asset Management LLC | 22 | $2.53K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 24 | $2.76K | 0.00% | −190−88.8% | Reduced |
| Abound Wealth Management | 24 | $2.76K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 25 | $2.87K | 0.00% | +4+19.0% | Added |
| Rialto Wealth Management, LLC | 25 | $2.87K | 0.00% | +13+108.3% | Added |
| Ares Financial Consulting, LLC | 25 | $2.89K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 26 | $2.99K | 0.00% | −2−7.1% | Reduced |
| Atlantic Trust, LLC | 26 | $2.99K | 0.00% | +2+8.3% | Added |
| ZRC Wealth Management, LLC | 27 | $3.10K | 0.00% | +27 | New |
| United Financial Planning Group LLC | 27 | $3.10K | 0.00% | +27 | New |
| Millstone Evans Group, LLC | 29 | $3.33K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 29 | $3.33K | 0.00% | +5+20.8% | Added |
| Spire Wealth Management | 30 | $3.45K | 0.00% | 00.0% | Unchanged |
| BNP Paribas | 30 | $3.45K | 0.00% | +30 | New |
| Raleigh Capital Management Inc. | 30 | $3.45K | 0.00% | +30 | New |
| Gilpin Wealth Management, LLC | 30 | $3.45K | 0.00% | +30 | New |
| Red Tortoise LLC | 31 | $3.56K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 31 | $3.56K | 0.00% | +13+72.2% | Added |
| PFS Partners, LLC | 32 | $3.68K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 35 | $4.02K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 36 | $4.13K | 0.00% | +7+24.1% | Added |
| Raffa Wealth Management, LLC | 38 | $4.36K | 0.00% | +2+5.6% | Added |
| Bravera Wealth | 39 | $4.48K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 41 | $4.71K | 0.00% | +7+20.6% | Added |
| Align Financial, LLC | 45 | $5.17K | 0.00% | −3,881−98.9% | Reduced |
| WPG Advisers, LLC | 47 | $5.40K | 0.00% | −6−11.3% | Reduced |
| Sachetta, LLC | 47 | $5.40K | 0.00% | +31+193.8% | Added |
| Colonial Trust Co | 49 | $5.41K | 0.00% | +12+32.4% | Added |
| Geneos Wealth Management Inc. | 54 | $6.20K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 57 | $6.55K | 0.00% | −38−40.0% | Reduced |
| Addison Advisors LLC | 59 | $6.78K | 0.00% | −18−23.4% | Reduced |
| J.Safra Asset Management Corp | 60 | $6.89K | 0.00% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 62 | $7.00K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 62 | $7.12K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 62 | $7.12K | 0.00% | +62 | New |
| TSFG, LLC | 70 | $8.00K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 70 | $8.04K | 0.00% | +46+191.7% | Added |
| Atlantic Edge Private Wealth Management, LLC | 78 | $8.96K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 80 | $9.19K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 84 | $9.72K | 0.00% | +31+58.5% | Added |
| Transamerica Financial Advisors, Inc. | 86 | $9.88K | 0.00% | +61+244.0% | Added |
| JFS Wealth Advisors, LLC | 86 | $9.88K | 0.00% | −219−71.8% | Reduced |
| First Pacific Financial | 86 | $9.88K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 87 | $9.99K | 0.00% | +15+20.8% | Added |
| Horizon Financial Services, LLC | 87 | $9.99K | 0.00% | +25+40.3% | Added |
| Rakuten Securities, Inc. | 89 | $10.2K | 0.00% | +88+8,800.0% | Added |
| Owl Creek Wealth Partners LLC | 91 | $10.5K | 0.00% | +91 | New |
| Ogorek Anthony Joseph | 102 | $11.0K | 0.00% | +16+18.6% | Added |
| Marquette Asset Management, LLC | 97 | $11.1K | 0.00% | −17−14.9% | Reduced |
| Financial Consulate, Inc | 105 | $12.1K | 0.00% | +5+5.0% | Added |
| Westfuller Advisors, LLC | 107 | $12.3K | 0.01% | −22−17.1% | Reduced |
| Farmers & Merchants Investments Inc | 108 | $12.4K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 108 | $12.4K | 0.00% | +108 | New |
| TIAA Wealth Investment Management LLC | 113 | $13.0K | 0.00% | +113 | New |
| MV Capital Management, Inc. | 116 | $13.3K | 0.00% | +8+7.4% | Added |
| Fortitude Family Office, LLC | 117 | $13.4K | 0.00% | +55+88.7% | Added |
| Salomon & Ludwin, LLC | 127 | $15.0K | 0.00% | −8−5.9% | Reduced |
| Harbor Investment Advisory, LLC | 133 | $15.3K | 0.00% | +75+129.3% | Added |
| Pinnacle Bancorp, Inc. | 134 | $15.4K | 0.00% | +24+21.8% | Added |
| Tradewinds Capital Management, LLC | 135 | $15.5K | 0.00% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 139 | $16.0K | 0.01% | −31−18.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 141 | $16.2K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 150 | $17.2K | 0.00% | +150 | New |
| CVA Family Office, LLC | 153 | $17.6K | 0.00% | +125+446.4% | Added |
| Cornerstone Planning Group LLC | 152 | $17.9K | 0.00% | +39+34.5% | Added |
| Perkins Coie Trust Co | 171 | $19.6K | 0.00% | 00.0% | Unchanged |