| Avion Wealth | 13 | $0 | 0.00% | +13 | New |
| 3 Factor Indexing, LLC | 2 | $79 | 0.00% | +2 | New |
| Harbor Investment Advisory, LLC | 4 | $157 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 5 | $196 | 0.00% | +5 | New |
| DecisionPoint Financial, LLC | 6 | $236 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 8 | $314 | 0.00% | +8 | New |
| Seneschal Advisors, LLC | 9 | $354 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 10 | $393 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 10 | $393 | 0.00% | +10 | New |
| Hughes Financial Services, LLC | 11 | $432 | 0.00% | +11 | New |
| Financial Consulate, Inc | 13 | $510 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 14 | $550 | 0.00% | +9+180.0% | Added |
| SHP Wealth Management | 15 | $588 | 0.00% | −9−37.5% | Reduced |
| Highline Wealth Partners LLC | 15 | $588 | 0.00% | +15 | New |
| Pacific Center for Financial Services | 15 | $598 | 0.00% | +15 | New |
| Financial Management Professionals, Inc. | 16 | $628 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 18 | $706 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 19 | $745 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 19 | $745 | 0.00% | +19 | New |
| Intentional Wealth Strategies, LLC | 22 | $863 | 0.00% | +22 | New |
| Dunhill Financial, LLC | 22 | $869 | 0.00% | +17+340.0% | Added |
| HFM Investment Advisors, LLC | 24 | $942 | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 26 | $1.01K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 26 | $1.02K | 0.00% | +13+100.0% | Added |
| MCF Advisors LLC | 26 | $1.02K | 0.00% | +26 | New |
| Retirement Wealth Solutions LLC | 27 | $1.06K | 0.00% | +5+22.7% | Added |
| Atlantic Trust, LLC | 28 | $1.10K | 0.00% | −88−75.9% | Reduced |
| Whipplewood Advisors, LLC | 29 | $1.14K | 0.00% | +29 | New |
| Owl Creek Wealth Partners LLC | 30 | $1.18K | 0.00% | +30 | New |
| Elevated Capital Advisors, LLC | 31 | $1.22K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 31 | $1.22K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 38 | $1.49K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 39 | $1.53K | 0.00% | +11+39.3% | Added |
| Archer Investment Corp | 40 | $1.57K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 41 | $1.61K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 42 | $1.65K | 0.00% | +42 | New |
| Cromwell Holdings LLC | 46 | $1.80K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 48 | $1.88K | 0.00% | +9+23.1% | Added |
| City State Bank | 50 | $1.96K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 52 | $2.04K | 0.00% | −49−48.5% | Reduced |
| Rialto Wealth Management, LLC | 53 | $2.08K | 0.00% | +19+55.9% | Added |
| DHJJ Financial Advisors, Ltd. | 54 | $2.11K | 0.00% | −5−8.5% | Reduced |
| Bare Financial Services, Inc | 54 | $2.12K | 0.00% | +35+184.2% | Added |
| First Command Advisory Services, Inc. | 55 | $2.16K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 56 | $2.20K | 0.00% | +56 | New |
| Whittier Trust Co of Nevada Inc | 56 | $2.26K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 62 | $2.43K | 0.00% | +27+77.1% | Added |
| Raffa Wealth Management, LLC | 63 | $2.47K | 0.00% | +3+5.0% | Added |
| Beaird Harris Wealth Management, LLC | 64 | $2.52K | 0.00% | −42−39.6% | Reduced |
| Clearstead Advisors, LLC | 65 | $2.55K | 0.00% | −978−93.8% | Reduced |
| Valued Wealth Advisors LLC | 66 | $2.59K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 66 | $2.59K | 0.00% | +57+633.3% | Added |
| DiNuzzo Private Wealth, Inc. | 68 | $2.67K | 0.00% | −2−2.9% | Reduced |
| ZRC Wealth Management, LLC | 68 | $2.67K | 0.00% | +39+134.5% | Added |
| Coston, McIsaac & Partners | 97 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 81 | $3.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 81 | $3.18K | 0.00% | −278−77.4% | Reduced |
| Ares Financial Consulting, LLC | 84 | $3.34K | 0.00% | 00.0% | Unchanged |
| Natixis | 91 | $3.57K | 0.00% | −33,778−99.7% | Reduced |
| Torren Management, LLC | 92 | $3.60K | 0.00% | −336−78.5% | Reduced |
| McIlrath & Eck, LLC | 92 | $3.61K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 100 | $3.92K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 103 | $4.04K | 0.00% | −9−8.0% | Reduced |
| High Note Wealth, LLC | 106 | $4.16K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 98 | $4.24K | 0.00% | +91+1,300.0% | Added |
| HM Payson & Co | 120 | $4.71K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 141 | $5.53K | 0.00% | +141 | New |
| Hollencrest Capital Management | 150 | $5.88K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 151 | $5.92K | 0.00% | +37+32.5% | Added |
| Massmutual Trust Co FSB | 155 | $6.08K | 0.00% | +22+16.5% | Added |
| Kingdom Financial Group LLC. | 166 | $6.51K | 0.00% | +1+0.6% | Added |
| Lloyd Advisory Services, LLC. | 166 | $6.51K | 0.00% | +166 | New |
| Keating Financial Advisory Services, Inc. | 167 | $6.55K | 0.00% | −80−32.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 173 | $6.80K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 186 | $7.00K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 180 | $7.08K | 0.00% | +32+21.6% | Added |
| Manchester Capital Management LLC | 183 | $7.18K | 0.00% | −1,467−88.9% | Reduced |
| CoreCap Advisors, LLC | 189 | $7.42K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 199 | $7.81K | 0.00% | +199 | New |
| Clean Yield Group | 200 | $7.85K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 201 | $7.88K | 0.01% | −601−74.9% | Reduced |
| Fortitude Family Office, LLC | 203 | $7.96K | 0.00% | +99+95.2% | Added |
| Merkkuri Wealth Advisors LLC | 203 | $7.96K | 0.01% | +203 | New |
| North Star Investment Management Corp. | 206 | $8.08K | 0.00% | +46+28.7% | Added |
| Anfield Capital Management, LLC | 211 | $8.29K | 0.00% | +211 | New |
| Sound Income Strategies, LLC | 214 | $8.51K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 217 | $8.51K | 0.00% | 00.0% | Unchanged |
| Timothy G. Youngquist 2020 Irrevocable Trust | 220 | $8.63K | 0.00% | +220 | New |
| Capital & Planning, LLC | 222 | $8.71K | 0.01% | +222 | New |
| Abound Wealth Management | 227 | $8.91K | 0.00% | +77+51.3% | Added |
| Transamerica Financial Advisors, Inc. | 250 | $9.83K | 0.00% | +226+941.7% | Added |
| Scarborough Advisors, LLC | 267 | $10.5K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 269 | $10.6K | 0.00% | +269 | New |
| Salomon & Ludwin, LLC | 292 | $11.6K | 0.00% | +292 | New |
| Ancora Advisors, LLC | 327 | $12.8K | 0.00% | +327 | New |
| Rossby Financial, LCC | 326 | $13.0K | 0.00% | +239+274.7% | Added |
| First Financial Corp | 342 | $13.4K | 0.01% | −200−36.9% | Reduced |
| RWM Asset Management, LLC | 385 | $15.1K | 0.00% | +385 | New |