| Hemington Wealth Management | 20 | $0 | 0.00% | −63−75.9% | Reduced |
| Kozak & Associates, Inc. | 1 | $10 | 0.00% | +1 | Added |
| JFS Wealth Advisors, LLC | 2 | $37 | 0.00% | −3−60.0% | Reduced |
| Crewe Advisors LLC | 2 | $37 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2 | $37 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 2 | $37 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 4 | $73 | 0.00% | +4 | New |
| Caitong International Asset Management Co., Ltd | 5 | $91 | 0.00% | +5 | New |
| HFM Investment Advisors, LLC | 6 | $110 | 0.00% | +1+20.0% | Added |
| Valued Wealth Advisors LLC | 6 | $114 | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 10 | $182 | 0.00% | +10 | New |
| Dunhill Financial, LLC | 11 | $215 | 0.00% | −52−82.5% | Reduced |
| American Capital Advisory, LLC | 17 | $311 | 0.00% | +17 | New |
| Distillate Capital Partners LLC | 18 | $329 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 25 | $458 | 0.00% | +23+1,150.0% | Added |
| Eq Wealth Advisors, LLC | 30 | $549 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 30 | $549 | 0.00% | +30 | New |
| Quaker Wealth Management, LLC | 30 | $549 | 0.00% | +30 | New |
| Cornerstone Planning Group LLC | 30 | $558 | 0.00% | −15−33.3% | Reduced |
| SWAN Capital LLC | 31 | $567 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 31 | $567 | 0.00% | +31 | New |
| Principia Wealth Advisory, LLC | 37 | $677 | 0.00% | +37 | New |
| Abound Wealth Management | 39 | $714 | 0.00% | +39 | New |
| WealthTrak Capital Management LLC | 40 | $732 | 0.00% | +35+700.0% | Added |
| LRI Investments, LLC | 43 | $786 | 0.00% | −1,886−97.8% | Reduced |
| Stephens Consulting, LLC | 46 | $842 | 0.00% | +46 | New |
| Iron Horse Wealth Management, LLC | 50 | $915 | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 50 | $915 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 51 | $933 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 53 | $975 | 0.00% | +3+6.0% | Added |
| Capital Advisors, Ltd. LLC | 41 | $1.00K | 0.00% | −201−83.1% | Reduced |
| DiNuzzo Private Wealth, Inc. | 55 | $1.01K | 0.00% | −5−8.3% | Reduced |
| Bullock Wealth Management Group | 55 | $1.03K | 0.00% | +1+1.9% | Added |
| Kelly Lawrence W & Associates Inc | 60 | $1.10K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 60 | $1.10K | 0.00% | +60 | New |
| Colonial Trust Co | 67 | $1.23K | 0.00% | −201−75.0% | Reduced |
| Trifecta Capital Advisors, LLC | 69 | $1.26K | 0.00% | +69 | New |
| NVWM, LLC | 74 | $1.35K | 0.00% | +74 | New |
| Stone House Investment Management, LLC | 75 | $1.37K | 0.00% | +75 | New |
| Howard Hughes Medical Institute | 79 | $1.45K | 0.00% | +79 | New |
| SOA Wealth Advisors, LLC. | 80 | $1.46K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 80 | $1.47K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 96 | $1.76K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 100 | $1.81K | 0.00% | +73+270.4% | Added |
| Front Row Advisors LLC | 100 | $1.83K | 0.00% | +100 | New |
| ORG Wealth Partners, LLC | 105 | $1.99K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 102 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 111 | $2.03K | 0.00% | +111 | New |
| Mount Yale Investment Advisors, LLC | 115 | $2.10K | 0.00% | +115 | New |
| Moisand Fitzgerald Tamayo, LLC | 123 | $2.25K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 128 | $2.33K | 0.00% | +2+1.6% | Added |
| Rialto Wealth Management, LLC | 131 | $2.40K | 0.00% | +107+445.8% | Added |
| Salomon & Ludwin, LLC | 124 | $2.42K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 134 | $2.45K | 0.00% | +41+44.1% | Added |
| Heritage Wealth Advisors | 135 | $2.47K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 140 | $2.56K | 0.00% | +44+45.8% | Added |
| Bell Investment Advisors, Inc | 147 | $2.69K | 0.00% | −102−41.0% | Reduced |
| N.E.W. Advisory Services LLC | 200 | $3.66K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 200 | $3.66K | 0.00% | +167+506.1% | Added |
| Millstone Evans Group, LLC | 205 | $3.75K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 205 | $3.75K | 0.00% | +205 | New |
| True Wealth Design, LLC | 206 | $3.77K | 0.00% | +179+663.0% | Added |
| Cypress Capital Management LLC (WY) | 207 | $3.79K | 0.00% | 00.0% | Unchanged |
| Hara Capital LLC | 210 | $3.84K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 221 | $4.04K | 0.00% | +46+26.3% | Added |
| NewSquare Capital LLC | 222 | $4.06K | 0.00% | +222 | New |
| Silvant Capital Management LLC | 228 | $4.17K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 231 | $4.22K | 0.00% | +58+33.5% | Added |
| Rise Advisors, LLC | 237 | $4.33K | 0.00% | +163+220.3% | Added |
| Addison Advisors LLC | 238 | $4.35K | 0.00% | +238 | New |
| Prestige Wealth Management Group LLC | 240 | $4.39K | 0.00% | −55−18.6% | Reduced |
| Global Retirement Partners, LLC | 241 | $4.42K | 0.00% | +241 | New |
| Bruce G. Allen Investments, LLC | 242 | $4.43K | 0.00% | +104+75.4% | Added |
| Clear Street Markets LLC | 243 | $4.44K | 0.00% | +243 | New |
| Kilter Group LLC | 250 | $4.57K | 0.00% | +250 | New |
| Barnes Dennig Private Wealth Management LLC | 261 | $4.77K | 0.01% | −13−4.7% | Reduced |
| MV Capital Management, Inc. | 272 | $4.97K | 0.00% | +63+30.1% | Added |
| Avion Wealth | 291 | $5.00K | 0.00% | +66+29.3% | Added |
| Clearstead Advisors, LLC | 276 | $5.05K | 0.00% | +276 | New |
| CoreCap Advisors, LLC | 300 | $5.49K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 300 | $5.49K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 300 | $5.57K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 314 | $5.74K | 0.00% | +5+1.6% | Added |
| Deseret Mutual Benefit Administrators | 322 | $5.89K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 375 | $6.00K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 353 | $6.46K | 0.00% | +352+35,200.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 318 | $6.50K | 0.00% | +318 | New |
| Private Wealth Asset Management, LLC | 365 | $6.68K | 0.00% | −395−52.0% | Reduced |
| WPG Advisers, LLC | 369 | $6.75K | 0.01% | +274+288.4% | Added |
| Valley National Advisers Inc | 393 | $7.00K | 0.00% | +30+8.3% | Added |
| Private Trust Co NA | 393 | $7.19K | 0.00% | −241−38.0% | Reduced |
| Activest Wealth Management | 409 | $7.47K | 0.00% | +257+169.1% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 419 | $7.66K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 425 | $7.77K | 0.00% | +300+240.0% | Added |
| AdvisorNet Financial, Inc | 448 | $8.19K | 0.00% | +207+85.9% | Added |
| Salem Investment Counselors Inc | 450 | $8.23K | 0.00% | −100−18.2% | Reduced |
| UMA Financial Services, Inc. | 478 | $8.74K | 0.00% | +428+856.0% | Added |
| First Horizon Advisors, Inc. | 487 | $8.91K | 0.00% | +145+42.4% | Added |
| Financially Speaking Inc | 497 | $9.09K | 0.01% | +497 | New |
| MCF Advisors LLC | 500 | $9.14K | 0.00% | 00.0% | Unchanged |