| Capital Advisors, Ltd. LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 11 | $0 | 0.00% | +11 | New |
| Highline Wealth Partners LLC | 1 | $61 | 0.00% | −12−92.3% | Reduced |
| Hughes Financial Services, LLC | 2 | $123 | 0.00% | +1+100.0% | Added |
| Maryland Capital Advisors Inc. | 2 | $123 | 0.00% | +2 | New |
| Buck Wealth Strategies, LLC | 2 | $123 | 0.00% | +2 | New |
| Downshift Financial, LLC | 2 | $123 | 0.00% | +2 | New |
| CWM Advisors, LLC | 3 | $161 | 0.00% | −10−76.9% | Reduced |
| Activest Wealth Management | 3 | $184 | 0.00% | −23−88.5% | Reduced |
| Stone House Investment Management, LLC | 3 | $184 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 3 | $184 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $184 | 0.00% | +1+50.0% | Added |
| American Capital Advisory, LLC | 3 | $185 | 0.00% | −2−40.0% | Reduced |
| Seneschal Advisors, LLC | 3 | $185 | 0.00% | +1+50.0% | Added |
| Bear Mountain Capital, Inc. | 4 | $232 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 4 | $246 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 4 | $246 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 4 | $246 | 0.00% | +2+100.0% | Added |
| Valley National Advisers Inc | 4 | $246 | 0.00% | +4 | New |
| Dunhill Financial, LLC | 5 | $306 | 0.00% | +5 | New |
| Torren Management, LLC | 5 | $307 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 5 | $307 | 0.00% | +5 | New |
| 1015 Capital Partners, LLC | 6 | $368 | 0.00% | +1+20.0% | Added |
| Planning Strategies Inc. | 6 | $368 | 0.00% | +6 | New |
| DecisionPoint Financial, LLC | 7 | $422 | 0.00% | +7 | New |
| IMG Wealth Management, Inc. | 7 | $430 | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 7 | $430 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 7 | $430 | 0.00% | +7 | New |
| South State Corp. | 8 | $492 | 0.00% | +8 | New |
| UMA Financial Services, Inc. | 9 | $553 | 0.00% | −32−78.0% | Reduced |
| Abound Wealth Management | 9 | $553 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 10 | $614 | 0.00% | −11−52.4% | Reduced |
| Key Financial Inc | 10 | $614 | 0.00% | 00.0% | Unchanged |
| Paladin Partners, LLC | 12 | $737 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 14 | $859 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 14 | $860 | 0.00% | +4+40.0% | Added |
| North Star Investment Management Corp. | 15 | $921 | 0.00% | −38−71.7% | Reduced |
| Geneos Wealth Management Inc. | 16 | $982 | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 17 | $1.04K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 18 | $1.10K | 0.00% | −1−5.3% | Reduced |
| Triumph Capital Management | 21 | $1.29K | 0.00% | −1−4.5% | Reduced |
| Westfuller Advisors, LLC | 25 | $1.53K | 0.00% | −3−10.7% | Reduced |
| LRI Investments, LLC | 25 | $1.53K | 0.00% | +12+92.3% | Added |
| HFM Investment Advisors, LLC | 25 | $1.53K | 0.00% | +14+127.3% | Added |
| WealthCollab, LLC | 26 | $1.60K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 29 | $1.78K | 0.00% | +7+31.8% | Added |
| Trust Co of Vermont | 30 | $1.84K | 0.00% | +30 | New |
| Colonial Trust Advisors | 30 | $1.84K | 0.00% | +30 | New |
| Valued Wealth Advisors LLC | 31 | $1.90K | 0.00% | −8−20.5% | Reduced |
| Cassaday & Co Wealth Management LLC | 31 | $1.90K | 0.00% | +31 | New |
| Hoey Investments, Inc | 32 | $1.97K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 32 | $1.97K | 0.00% | +5+18.5% | Added |
| Avion Wealth | 35 | $2.00K | 0.00% | −6−14.6% | Reduced |
| CoreCap Advisors, LLC | 33 | $2.03K | 0.00% | +28+560.0% | Added |
| Hilltop National Bank | 35 | $2.15K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 37 | $2.27K | 0.00% | +37 | New |
| NBT Bank N A | 40 | $2.46K | 0.00% | −16−28.6% | Reduced |
| Bogart Wealth, LLC | 41 | $2.52K | 0.00% | +31+310.0% | Added |
| St. Johns Investment Management Company, LLC | 45 | $2.76K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 45 | $2.76K | 0.00% | −66−59.5% | Reduced |
| Rothschild Investment LLC | 47 | $2.88K | 0.00% | −172−78.5% | Reduced |
| Anchor Investment Management, LLC | 47 | $2.88K | 0.00% | +19+67.9% | Added |
| Smithfield Trust Co | 45 | $3.00K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 49 | $3.01K | 0.00% | +14+40.0% | Added |
| Financial Gravity Companies, Inc. | 49 | $3.01K | 0.00% | +49 | New |
| Rakuten Securities, Inc. | 50 | $3.07K | 0.00% | +50 | New |
| WPG Advisers, LLC | 51 | $3.13K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 51 | $3.13K | 0.00% | −14−21.5% | Reduced |
| NBC Securities, Inc. | 52 | $3.19K | 0.00% | −161−75.6% | Reduced |
| Hollencrest Capital Management | 52 | $3.19K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 52 | $3.19K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 55 | $3.38K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 55 | $3.38K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 58 | $3.53K | 0.00% | −10−14.7% | Reduced |
| Horizon Financial Services, LLC | 60 | $3.68K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 62 | $3.81K | 0.00% | +23+59.0% | Added |
| Cornerstone Planning Group LLC | 66 | $3.84K | 0.00% | −6−8.3% | Reduced |
| Trust Co of Toledo NA | 66 | $4.05K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 69 | $4.24K | 0.00% | +9+15.0% | Added |
| IMA Wealth, Inc. | 70 | $4.30K | 0.00% | +22+45.8% | Added |
| Creative Financial Designs Inc | 72 | $4.42K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 73 | $4.48K | 0.00% | −4−5.2% | Reduced |
| J.Safra Asset Management Corp | 75 | $4.60K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 79 | $4.85K | 0.00% | −145−64.7% | Reduced |
| Bell Investment Advisors, Inc | 80 | $4.91K | 0.00% | −80−50.0% | Reduced |
| SHP Wealth Management | 88 | $5.40K | 0.00% | −13−12.9% | Reduced |
| Synergy Investment Management, LLC | 96 | $5.57K | 0.00% | +96 | New |
| Silver Grove Financial Group, Inc. | 92 | $5.65K | 0.00% | +67+268.0% | Added |
| HighMark Wealth Management LLC | 100 | $6.14K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 100 | $6.14K | 0.00% | +1+1.0% | Added |
| Signature Equity Partners, LLC | 102 | $6.26K | 0.00% | −39−27.7% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 106 | $6.51K | 0.00% | +106 | New |
| Colonial Trust Co | 110 | $6.75K | 0.00% | +102+1,275.0% | Added |
| Battery Global Advisors, LLC | 111 | $6.81K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 115 | $7.06K | 0.00% | −127−52.5% | Reduced |
| ZRC Wealth Management, LLC | 120 | $7.37K | 0.00% | +91+313.8% | Added |
| Aventura Private Wealth, LLC | 121 | $7.43K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 139 | $8.53K | 0.00% | −141−50.4% | Reduced |
| Keating Financial Advisory Services, Inc. | 146 | $8.96K | 0.00% | +40+37.7% | Added |
| S&T Bank | 147 | $9.02K | 0.00% | −203−58.0% | Reduced |
