| CKW Financial Group | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 8 | $0 | 0.00% | +8 | New |
| Highline Wealth Partners LLC | 1 | $118 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 1 | $119 | 0.00% | +1 | New |
| Seneschal Advisors, LLC | 1 | $119 | 0.00% | +1 | New |
| Plante Moran Financial Advisors, LLC | 2 | $236 | 0.00% | +2 | New |
| TFC Financial Management | 2 | $237 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 3 | $355 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 3 | $355 | 0.00% | 00.0% | Unchanged |
| Motco | 4 | $473 | 0.00% | +4 | New |
| Strengthening Families & Communities, LLC | 4 | $473 | 0.00% | +4 | New |
| Signature Equity Partners, LLC | 7 | $827 | 0.00% | +2+40.0% | Added |
| 1015 Capital Partners, LLC | 7 | $827 | 0.00% | +5+250.0% | Added |
| Planning Strategies Inc. | 7 | $827 | 0.00% | +7 | New |
| ZRC Wealth Management, LLC | 7 | $828 | 0.00% | −20−74.1% | Reduced |
| Clark Wealth Partners | 7 | $828 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 7 | $828 | 0.00% | +2+40.0% | Added |
| AdvisorNet Financial, Inc | 8 | $946 | 0.00% | −1−11.1% | Reduced |
| JPL Wealth Management, LLC | 8 | $946 | 0.00% | +8 | New |
| Avion Wealth | 15 | $1.00K | 0.00% | +8+114.3% | Added |
| Hughes Financial Services, LLC | 9 | $1.06K | 0.00% | −4−30.8% | Reduced |
| Boreal Capital Management LLC | 9 | $1.06K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 9 | $1.06K | 0.00% | +9 | New |
| Berkshire Capital Holdings Inc | 10 | $1.18K | 0.00% | +10 | New |
| Ameriflex Group, Inc. | 10 | $1.18K | 0.00% | +10 | New |
| DT Investment Partners, LLC | 10 | $1.18K | 0.00% | +10 | New |
| DecisionPoint Financial, LLC | 12 | $1.35K | 0.00% | +4+50.0% | Added |
| Oakmont Advisory Group, LLC | 13 | $1.48K | 0.00% | +13 | New |
| Bare Financial Services, Inc | 13 | $1.54K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 13 | $1.54K | 0.00% | −211−94.2% | Reduced |
| Three Bearings Fiduciary Advisors, Inc. | 13 | $1.54K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 13 | $1.54K | 0.00% | +3+30.0% | Added |
| MidFirst Bank | 15 | $1.77K | 0.00% | +15 | New |
| Synergy Investment Management, LLC | 17 | $1.83K | 0.00% | +16+1,600.0% | Added |
| First Command Advisory Services, Inc. | 16 | $1.89K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 17 | $2.07K | 0.00% | +10+142.9% | Added |
| Cornerstone Financial Management LLC | 18 | $2.13K | 0.00% | −1−5.3% | Reduced |
| Bell Investment Advisors, Inc | 20 | $2.37K | 0.00% | −60−75.0% | Reduced |
| HFM Investment Advisors, LLC | 20 | $2.37K | 0.00% | +11+122.2% | Added |
| Rakuten Securities, Inc. | 22 | $2.60K | 0.00% | −67−75.3% | Reduced |
| Kilter Group LLC | 22 | $2.60K | 0.00% | −3−12.0% | Reduced |
| Boyd Watterson Asset Management LLC | 22 | $2.60K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 22 | $2.60K | 0.00% | +6+37.5% | Added |
| IMA Wealth, Inc. | 22 | $2.60K | 0.00% | +14+175.0% | Added |
| William B. Walkup & Associates, Inc. | 22 | $2.71K | 0.00% | +22 | New |
| North Star Investment Management Corp. | 24 | $2.84K | 0.00% | −5−17.2% | Reduced |
| Brown, Lisle/Cummings, Inc. | 24 | $2.84K | 0.00% | +24 | New |
| Abound Wealth Management | 24 | $2.84K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 25 | $2.96K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 27 | $3.19K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 27 | $3.19K | 0.00% | +1+3.8% | Added |
| Millstone Evans Group, LLC | 29 | $3.43K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 30 | $3.55K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 30 | $3.55K | 0.00% | +30 | New |
| Fourth Dimension Wealth, LLC | 30 | $3.55K | 0.00% | +30 | New |
| Gilpin Wealth Management, LLC | 30 | $3.55K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 31 | $3.67K | 0.00% | +10+47.6% | Added |
| Washington Trust Advisors, Inc. | 31 | $3.69K | 0.00% | +31 | New |
| J.Safra Asset Management Corp | 32 | $3.78K | 0.00% | −28−46.7% | Reduced |
| PFS Partners, LLC | 32 | $3.78K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 32 | $3.78K | 0.00% | +25+357.1% | Added |
| West Paces Advisors Inc. | 33 | $3.90K | 0.00% | +33 | New |
| Clear Street Markets LLC | 34 | $4.02K | 0.00% | +10+41.7% | Added |
| Princeton Global Asset Management LLC | 35 | $4.14K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 35 | $4.14K | 0.00% | +35 | New |
| Rialto Wealth Management, LLC | 35 | $4.14K | 0.00% | +10+40.0% | Added |
| Atlantic Trust, LLC | 37 | $4.37K | 0.00% | +11+42.3% | Added |
| Raffa Wealth Management, LLC | 38 | $4.49K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 40 | $4.73K | 0.00% | −30−42.9% | Reduced |
| Sachetta, LLC | 43 | $5.08K | 0.00% | −4−8.5% | Reduced |
| Align Financial, LLC | 45 | $5.32K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 47 | $5.52K | 0.00% | −2−4.1% | Reduced |
| WPG Advisers, LLC | 47 | $5.56K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 50 | $5.91K | 0.00% | +50 | New |
| Activest Wealth Management | 53 | $6.26K | 0.00% | +17+47.2% | Added |
| Geneos Wealth Management Inc. | 54 | $6.38K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 58 | $6.86K | 0.00% | −75−56.4% | Reduced |
| Wiser Advisor Group LLC | 60 | $7.09K | 0.01% | +60 | New |
| Grove Bank & Trust | 62 | $7.33K | 0.00% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 62 | $7.33K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 64 | $7.57K | 0.00% | −22−25.6% | Reduced |
| Addison Advisors LLC | 64 | $7.57K | 0.00% | +5+8.5% | Added |
| Markowski Investments | 65 | $7.68K | 0.00% | +65 | New |
| Wolff Wiese Magana LLC | 67 | $7.92K | 0.00% | −173−72.1% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 68 | $8.04K | 0.00% | +68 | New |
| Atlantic Edge Private Wealth Management, LLC | 78 | $9.22K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 89 | $10.0K | 0.00% | −13−12.7% | Reduced |
| First Pacific Financial | 86 | $10.2K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 87 | $10.3K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 90 | $10.6K | 0.00% | +3+3.4% | Added |
| IFG Advisory, LLC | 92 | $10.9K | 0.00% | +92 | New |
| Owl Creek Wealth Partners LLC | 92 | $10.9K | 0.00% | +1+1.1% | Added |
| JFS Wealth Advisors, LLC | 94 | $11.1K | 0.00% | +8+9.3% | Added |
| Rossby Financial, LCC | 95 | $11.2K | 0.00% | +11+13.1% | Added |
| Stance Capital LLC | 100 | $11.8K | 0.00% | −300−75.0% | Reduced |
| Financial Consulate, Inc | 100 | $11.8K | 0.00% | −5−4.8% | Reduced |
| CoreCap Advisors, LLC | 100 | $11.8K | 0.00% | +94+1,566.7% | Added |
| McDonald Partners LLC | 100 | $11.8K | 0.00% | +100 | New |
| TSFG, LLC | 100 | $12.0K | 0.00% | +30+42.9% | Added |
| Silver Grove Financial Group, Inc. | 106 | $12.5K | 0.01% | +106 | New |