| Avion Wealth | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1 | $30 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 1 | $30 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 2 | $60 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 2 | $60 | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 2 | $60 | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 2 | $60 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 2 | $60 | 0.00% | +2 | New |
| BFSG, LLC | 3 | $90 | 0.00% | −182−98.4% | Reduced |
| DiNuzzo Private Wealth, Inc. | 4 | $120 | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 5 | $150 | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 5 | $150 | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 6 | $180 | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 7 | $210 | 0.00% | +7 | New |
| Financial Consulate, Inc | 8 | $240 | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 8 | $240 | 0.00% | +8 | New |
| Game Plan Financial Advisors, LLC | 10 | $300 | 0.00% | −225−95.7% | Reduced |
| Front Row Advisors LLC | 10 | $300 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 10 | $300 | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 10 | $300 | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 12 | $360 | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 12 | $360 | 0.00% | +12 | New |
| Ankerstar Wealth, LLC | 15 | $450 | 0.00% | −10−40.0% | Reduced |
| Cheviot Value Management, LLC | 16 | $480 | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 19 | $570 | 0.00% | 00.0% | Unchanged |
| Wall Street Financial Group, Inc. | 19 | $570 | 0.00% | +19 | New |
| City Holding Co | 20 | $599 | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 20 | $600 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 20 | $600 | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 20 | $600 | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 20 | $600 | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 20 | $600 | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 20 | $600 | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 20 | $600 | 0.00% | +20 | New |
| Longview Financial Advisors, Inc. | 20 | $600 | 0.00% | +20 | New |
| Meramec Financial Planners, LLC | 18 | $609 | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 22 | $660 | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 25 | $749 | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 25 | $750 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 25 | $750 | 0.00% | 00.0% | Unchanged |
| Wealth Science Advisors LLC | 20 | $775 | 0.00% | +20 | New |
| ORG Wealth Partners, LLC | 27 | $809 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 28 | $840 | 0.00% | −564−95.3% | Reduced |
| Versant Capital Management, Inc | 30 | $900 | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 30 | $900 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 30 | $900 | 0.00% | +6+25.0% | Added |
| Pacific Center for Financial Services | 32 | $960 | 0.00% | −39−54.9% | Reduced |
| Godfrey Financial Associates, Inc. | 32 | $960 | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 34 | $1.02K | 0.00% | +34 | New |
| Atlas Capital Advisors LLC | 37 | $1.11K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 38 | $1.14K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 36 | $1.17K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 39 | $1.17K | 0.00% | 00.0% | Unchanged |
| Trask Adam Roland | 40 | $1.20K | 0.00% | +40 | New |
| Global Wealth Strategies & Associates | 41 | $1.23K | 0.00% | −30−42.3% | Reduced |
| GHP Investment Advisors, Inc. | 41 | $1.23K | 0.00% | 00.0% | Unchanged |
| Financial Life Planners | 44 | $1.32K | 0.00% | +44 | New |
| Massmutual Trust Co FSB | 45 | $1.35K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 45 | $1.35K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 47 | $1.41K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 50 | $1.50K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | – | $1.56K | 0.00% | – | – |
| Activest Wealth Management | 52 | $1.56K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 52 | $1.56K | 0.00% | +52 | New |
| Tradewinds Capital Management, LLC | 53 | $1.59K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 54 | $1.62K | 0.00% | +54 | New |
| Bullock Wealth Management Group | 54 | $1.63K | 0.00% | 00.0% | Unchanged |
| Financially Speaking Inc | 55 | $1.65K | 0.01% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 57 | $1.71K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 59 | $1.77K | 0.00% | 00.0% | Unchanged |
| TopTier Wealth Management, LLC | 59 | $1.77K | 0.00% | +59 | New |
| Atlantic Edge Private Wealth Management, LLC | 62 | $1.86K | 0.00% | +30+93.8% | Added |
| High Note Wealth, LLC | 65 | $1.95K | 0.00% | 00.0% | Unchanged |
| Forum Finance Group S.A. | 88 | $2.00K | 0.00% | +88 | New |
| Strengthening Families & Communities, LLC | 71 | $2.13K | 0.00% | +71 | New |
| Silver Grove Financial Group, Inc. | 75 | $2.25K | 0.00% | +75 | New |
| Financial Perspectives, Inc | 76 | $2.28K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 80 | $2.40K | 0.00% | +80 | New |
| Addison Advisors LLC | 80 | $2.40K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 80 | $2.44K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 82 | $2.46K | 0.00% | 00.0% | Unchanged |
| Dixon Mitchell Investment Counsel Inc. | 85 | $2.55K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 96 | $2.88K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 96 | $2.88K | 0.00% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 98 | $2.93K | 0.00% | −5,420−98.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 83 | $2.94K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 99 | $2.97K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 100 | $3.00K | 0.00% | −95−48.7% | Reduced |
| JNBA Financial Advisors | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 100 | $3.00K | 0.00% | +100 | New |
| Main Street Group, LTD | 100 | $3.00K | 0.00% | +100 | New |
| Valley National Advisers Inc | 110 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 90 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 103 | $3.09K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 104 | $3.12K | 0.00% | +4+4.0% | Added |
| Tidemark, LLC | 109 | $3.27K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 117 | $3.51K | 0.00% | −23−16.4% | Reduced |