| High Note Wealth, LLC | 1 | $25 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 1 | $25 | 0.00% | +1 | New |
| Murphy & Mullick Capital Management Corp | 3 | $76 | 0.00% | +3 | New |
| Toth Financial Advisory Corp | 17 | $433 | 0.00% | +17 | New |
| Caitong International Asset Management Co., Ltd | 20 | $509 | 0.00% | +20 | New |
| Trust Co | 25 | $636 | 0.00% | +25 | New |
| Elevated Capital Advisors, LLC | 29 | $738 | 0.00% | +29 | New |
| St Germain D J Co Inc | 30 | $764 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 31 | $789 | 0.00% | 00.0% | Unchanged |
| Bayban | 31 | $789 | 0.00% | +31 | New |
| Essential Partners LLC | 36 | $916 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 37 | $942 | 0.00% | +37 | New |
| MV Capital Management, Inc. | 40 | $1.02K | 0.00% | +40 | New |
| Turning Point Benefit Group, Inc. | 43 | $1.09K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 49 | $1.25K | 0.00% | +49 | New |
| American Capital Advisory, LLC | 51 | $1.30K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 55 | $1.40K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 59 | $1.50K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 64 | $1.63K | 0.00% | +64 | New |
| Brown, Lisle/Cummings, Inc. | 68 | $1.73K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 73 | $1.86K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 112 | $2.00K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 90 | $2.00K | 0.00% | +37+69.8% | Added |
| Financial Network Wealth Advisors LLC | 83 | $2.11K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 85 | $2.16K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 92 | $2.34K | 0.00% | +82+820.0% | Added |
| Armstrong Advisory Group, Inc | 104 | $2.65K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 130 | $3.31K | 0.00% | +130 | New |
| North Star Investment Management Corp. | 133 | $3.38K | 0.00% | +108+432.0% | Added |
| JNBA Financial Advisors | 145 | $3.69K | 0.00% | +145 | New |
| Dunhill Financial, LLC | 153 | $3.89K | 0.00% | +153 | New |
| Federated Hermes, Inc. | 154 | $3.92K | 0.00% | −14−8.3% | Reduced |
| Stephens Consulting, LLC | 158 | $4.02K | 0.00% | +158 | New |
| Independence Bank of Kentucky | 160 | $4.07K | 0.00% | +160 | New |
| TD Capital Management LLC | 161 | $4.09K | 0.00% | +28+21.1% | Added |
| Basepoint Wealth LLC | 164 | $4.17K | 0.00% | +164 | New |
| Strategic Wealth Partners, Ltd. | 167 | $4.25K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 173 | $4.40K | 0.00% | +173 | New |
| Geneos Wealth Management Inc. | 177 | $4.50K | 0.00% | +51+40.5% | Added |
| Park Place Capital Corp | 188 | $4.79K | 0.00% | +188 | New |
| Principia Wealth Advisory, LLC | 193 | $4.91K | 0.00% | −1−0.5% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 200 | $5.09K | 0.00% | 00.0% | Unchanged |
| NFJ Investment Group, LLC | 201 | $5.12K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 214 | $5.45K | 0.00% | −58−21.3% | Reduced |
| Bogart Wealth, LLC | 215 | $5.47K | 0.00% | −400−65.0% | Reduced |
| UMA Financial Services, Inc. | 219 | $5.57K | 0.00% | +37+20.3% | Added |
| HighMark Wealth Management LLC | 227 | $5.77K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 242 | $6.16K | 0.00% | +242 | New |
| Cullen/Frost Bankers, Inc. | 247 | $6.28K | 0.00% | −11−4.3% | Reduced |
| Rakuten Securities, Inc. | 252 | $6.41K | 0.00% | −152−37.6% | Reduced |
| Johnson Financial Group, Inc. | 255 | $6.49K | 0.00% | −1,894−88.1% | Reduced |
| Tucker Asset Management LLC | 264 | $6.72K | 0.00% | +264 | New |
| NBC Securities, Inc. | 267 | $6.79K | 0.00% | +41+18.1% | Added |
| Nemes Rush Group LLC | 297 | $7.56K | 0.00% | +297 | New |
| Wiser Advisor Group LLC | 300 | $7.63K | 0.01% | 00.0% | Unchanged |
| Kilter Group LLC | 303 | $7.71K | 0.00% | +250+471.7% | Added |
| Financial Consulate, Inc | 321 | $8.17K | 0.00% | +57+21.6% | Added |
| Wealth Watch Advisors, INC | 323 | $8.22K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 329 | $8.37K | 0.00% | +19+6.1% | Added |
| Benson Wealth Management INC | 334 | $8.50K | 0.01% | +334 | New |
| Atlantic Union Bankshares Corp | 346 | $8.81K | 0.00% | +346 | New |
| Albion Financial Group | 385 | $9.80K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 381 | $9.89K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 391 | $9.95K | 0.00% | +391 | New |
| Morse Asset Management, Inc | 400 | $10.2K | 0.00% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 400 | $10.2K | 0.01% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 400 | $10.2K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 427 | $10.9K | 0.01% | +427 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 460 | $11.7K | 0.00% | +460 | New |
| CoreCap Advisors, LLC | 475 | $12.1K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 485 | $12.3K | 0.00% | +320+193.9% | Added |
| Retirement Wealth Solutions LLC | 493 | $12.5K | 0.01% | +151+44.2% | Added |
| Manning & Napier Advisors LLC | 495 | $12.7K | 0.00% | +495 | New |
| Ancora Advisors, LLC | 499 | $12.7K | 0.00% | +499 | New |
| Mark Sheptoff Financial Planning, LLC | 500 | $12.7K | 0.01% | +200+66.7% | Added |
| Triumph Capital Management | 532 | $13.5K | 0.00% | +532 | New |
| Creative Financial Designs Inc | 548 | $13.9K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 559 | $14.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 583 | $14.8K | 0.00% | +28+5.0% | Added |
| FNY Investment Advisers, LLC | 600 | $15.0K | 0.00% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 594 | $15.1K | 0.01% | +594 | New |
| Sound Income Strategies, LLC | 582 | $15.2K | 0.00% | +582 | New |
| Fairman Group, LLC | 600 | $15.3K | 0.01% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 605 | $15.4K | 0.01% | +605 | New |
| Cornerstone Planning Group LLC | 585 | $15.5K | 0.00% | +102+21.1% | Added |
| HHM Wealth Advisors, LLC | 622 | $15.8K | 0.00% | +622 | New |
| WealthCollab, LLC | 668 | $17.0K | 0.01% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | – | $17.5K | 0.00% | – | New |
| Acumen Wealth Advisors, LLC | 704 | $17.9K | 0.01% | +704 | New |
| Crewe Advisors LLC | 714 | $18.2K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 715 | $18.2K | 0.02% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 727 | $18.5K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 728 | $18.5K | 0.00% | −112−13.3% | Reduced |
| YANKCOM Partnership | 759 | $19.3K | 0.01% | +759 | New |
| Richardson Financial Services Inc. | 827 | $21.1K | 0.01% | +827 | New |
| Abound Wealth Management | 841 | $21.4K | 0.01% | +813+2,903.6% | Added |
| Garton & Associates Financial Advisors LLC | 1,000 | $25.4K | 0.01% | +1,000 | New |
| Commonwealth Retirement Investments LLC | 1,010 | $25.7K | 0.01% | +1,010 | New |
| Bell Investment Advisors, Inc | 1,026 | $26.1K | 0.00% | +268+35.4% | Added |
| SHP Wealth Management | 1,111 | $28.3K | 0.00% | +1,111 | New |