| Navigoe, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 0 | $43 | 0.00% | 0 | Unchanged |
| Measured Wealth Private Client Group, LLC | 1 | $73 | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 2 | $229 | 0.00% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 2 | $229 | 0.00% | +2 | New |
| Glen Eagle Advisors, LLC | 2 | $229 | 0.00% | +2 | New |
| Elevated Capital Advisors, LLC | 3 | $343 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 3 | $343 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 4 | $457 | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 4 | $458 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 5 | $571 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 5 | $571 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 7 | $800 | 0.00% | 00.0% | Unchanged |
| Benson Wealth Management INC | 9 | $1.03K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 9 | $1.03K | 0.00% | +5+125.0% | Added |
| Cornerstone Planning Group LLC | 10 | $1.07K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 10 | $1.12K | 0.00% | +10 | New |
| Bartlett & Co. Wealth Management LLC | 10 | $1.14K | 0.00% | −200−95.2% | Reduced |
| TFC Financial Management | 10 | $1.14K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 11 | $1.26K | 0.00% | +11 | New |
| Adirondack Trust Co | 12 | $1.37K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 15 | $1.71K | 0.00% | −20−57.1% | Reduced |
| NBH Bank | 15 | $1.71K | 0.00% | +15 | New |
| True Wealth Design, LLC | 16 | $1.83K | 0.00% | −4−20.0% | Reduced |
| Hazlett, Burt & Watson, Inc. | 20 | $2.00K | 0.00% | −10−33.3% | Reduced |
| LRI Investments, LLC | 18 | $2.06K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 20 | $2.29K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 20 | $2.29K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 22 | $2.51K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 22 | $2.51K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 24 | $2.74K | 0.00% | +10+71.4% | Added |
| Vanguard National Trust Co | 25 | $2.86K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 26 | $2.97K | 0.00% | +23+766.7% | Added |
| JPL Wealth Management, LLC | 27 | $3.09K | 0.00% | +27 | New |
| Mather Group, LLC. | 28 | $3.20K | 0.00% | −48−63.2% | Reduced |
| West Paces Advisors Inc. | 28 | $3.20K | 0.00% | +28 | New |
| Westside Investment Management, Inc. | 30 | $3.43K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 30 | $3.43K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 30 | $3.43K | 0.00% | 00.0% | Unchanged |
| First National Bank | 31 | $3.54K | 0.00% | +31 | New |
| BOK Financial Private Wealth, Inc. | 31 | $3.54K | 0.00% | +31 | New |
| Ninepoint Partners LP | 32 | $3.66K | 0.00% | +8+33.3% | Added |
| Caitlin John, LLC | 33 | $3.77K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 34 | $3.89K | 0.00% | +10+41.7% | Added |
| Edmond de Rothschild Holding S.A. | 35 | $4.00K | 0.00% | −200−85.1% | Reduced |
| Versant Capital Management, Inc | 36 | $4.13K | 0.00% | +25+227.3% | Added |
| Salem Investment Counselors Inc | 40 | $4.57K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 40 | $4.57K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 40 | $4.57K | 0.00% | +40 | New |
| Kilter Group LLC | 40 | $4.57K | 0.00% | +40 | New |
| Ritter Daniher Financial Advisory LLC | 45 | $5.14K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 46 | $5.26K | 0.00% | −2−4.2% | Reduced |
| Bell Investment Advisors, Inc | 49 | $5.60K | 0.00% | +19+63.3% | Added |
| Farmers & Merchants Investments Inc | 50 | $5.71K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 50 | $5.71K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 50 | $5.71K | 0.00% | +30+150.0% | Added |
| High Note Wealth, LLC | 52 | $5.94K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 52 | $5.94K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 53 | $6.06K | 0.00% | −19−26.4% | Reduced |
| Parkside Financial Bank & Trust | 54 | $6.17K | 0.00% | −2−3.6% | Reduced |
| Evelyn Partners Group Ltd | 54 | $6.17K | 0.00% | +54 | New |
| Abound Wealth Management | 57 | $6.51K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 58 | $6.57K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 63 | $7.20K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 65 | $7.43K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 65 | $7.43K | 0.00% | +19+41.3% | Added |
| N.E.W. Advisory Services LLC | 66 | $7.54K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 68 | $7.77K | 0.00% | −17−20.0% | Reduced |
| Action Point Financial Planning, LLC | 70 | $7.77K | 0.00% | +70 | New |
| GAMMA Investing LLC | 69 | $7.89K | 0.00% | −14−16.9% | Reduced |
| TSFG, LLC | 72 | $8.00K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 73 | $8.34K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 74 | $8.46K | 0.00% | +34+85.0% | Added |
| Fortis Group Advisors, LLC | 80 | $9.14K | 0.00% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 87 | $9.94K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 100 | $11.0K | 0.00% | +100 | New |
| Creative Financial Designs Inc | 100 | $11.4K | 0.00% | −100−50.0% | Reduced |
| LFA - Lugano Financial Advisors SA | 100 | $11.4K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 100 | $11.4K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 100 | $11.4K | 0.00% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 100 | $11.4K | 0.01% | +100 | New |
| Markowski Investments | 100 | $11.4K | 0.00% | +100 | New |
| Huntington National Bank | 101 | $11.5K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 102 | $11.7K | 0.00% | −198−66.0% | Reduced |
| Harbor Investment Advisory, LLC | 105 | $12.0K | 0.00% | −90−46.2% | Reduced |
| Hamrick Investment Counsel, llc | 108 | $12.3K | 0.01% | 00.0% | Unchanged |
| Vima LLC | 110 | $12.6K | 0.01% | +110 | New |
| Caitong International Asset Management Co., Ltd | 115 | $13.1K | 0.00% | +115 | New |
| Quest 10 Wealth Builders, Inc. | 120 | $13.7K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 134 | $15.3K | 0.00% | +134 | New |
| United Community Bank | 135 | $15.4K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 148 | $16.9K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 155 | $17.4K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 153 | $17.5K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 157 | $17.9K | 0.00% | +14+9.8% | Added |
| Adkins Seale Capital Management LLC | 160 | $18.3K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 163 | $18.6K | 0.00% | −50−23.5% | Reduced |
| First Horizon Corp | 164 | $18.7K | 0.00% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 165 | $18.9K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 170 | $19.4K | 0.01% | 00.0% | Unchanged |