| Painted Porch Advisors LLC | 0 | $4 | 0.00% | 0 | New |
| Heritage Wealth Advisors | 0 | $7 | 0.00% | −11−100.0% | Reduced |
| Creative Capital Management Investments LLC | 2 | $208 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 4 | $417 | 0.00% | +4 | New |
| Logan Capital Management Inc | 5 | $521 | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 5 | $521 | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 5 | $521 | 0.00% | +5 | New |
| SOA Wealth Advisors, LLC. | 6 | $625 | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 9 | $899 | 0.00% | −1,286−99.3% | Reduced |
| Glass Jacobson Investment Advisors llc | 10 | $908 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 10 | $1.02K | 0.00% | +10 | New |
| Chesapeake Asset Management LLC | 10 | $1.04K | 0.00% | +5+100.0% | Added |
| Wolff Wiese Magana LLC | 10 | $1.04K | 0.00% | −62−86.1% | Reduced |
| Perritt Capital Management Inc | 11 | $1.15K | 0.00% | +11 | New |
| Private Wealth Asset Management, LLC | 11 | $1.15K | 0.00% | +11 | New |
| Bernard Wealth Management Corp. | 11 | $1.15K | 0.00% | +11 | New |
| Winnow Wealth LLC | 12 | $1.19K | 0.00% | +4+50.0% | Added |
| Golden State Wealth Management, LLC | 13 | $1.35K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 13 | $1.35K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 13 | $1.35K | 0.00% | +11+550.0% | Added |
| Wealth Preservation Advisors, LLC | 13 | $1.35K | 0.00% | +13 | New |
| Core Alternative Capital | 14 | $1.46K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 14 | $1.46K | 0.00% | 00.0% | Unchanged |
| Greenline Partners, LLC | 16 | $1.67K | 0.00% | +16 | New |
| UMA Financial Services, Inc. | 17 | $1.77K | 0.00% | +17 | New |
| Rialto Wealth Management, LLC | 17 | $1.77K | 0.00% | +17 | New |
| Tradewinds Capital Management, LLC | 18 | $1.88K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 19 | $1.98K | 0.00% | −37−66.1% | Reduced |
| Principia Wealth Advisory, LLC | 21 | $2.01K | 0.00% | +6+40.0% | Added |
| Trifecta Capital Advisors, LLC | 21 | $2.19K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 22 | $2.29K | 0.00% | −78−78.0% | Reduced |
| Paladin Advisory Group, LLC | 22 | $2.29K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 22 | $2.29K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 22 | $2.29K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 22 | $2.29K | 0.00% | +22 | New |
| Newbridge Financial Services Group, Inc. | 23 | $2.37K | 0.00% | −170−88.1% | Reduced |
| Cromwell Holdings LLC | 24 | $2.50K | 0.00% | −977−97.6% | Reduced |
| True Wealth Design, LLC | 24 | $2.51K | 0.00% | +17+242.9% | Added |
| Strategic Investment Solutions, Inc. | 25 | $2.61K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 25 | $2.61K | 0.00% | +10+66.7% | Added |
| Sierra Ocean, LLC | 25 | $2.61K | 0.00% | −118−82.5% | Reduced |
| Caitong International Asset Management Co., Ltd | 26 | $2.71K | 0.00% | +19+271.4% | Added |
| Country Trust Bank | 28 | $2.92K | 0.00% | +28 | New |
| Highline Wealth Partners LLC | 29 | $3.02K | 0.00% | −5−14.7% | Reduced |
| Red Tortoise LLC | 30 | $3.13K | 0.00% | −78−72.2% | Reduced |
| Dogwood Wealth Management LLC | 31 | $3.23K | 0.00% | +31 | New |
| Raffa Wealth Management, LLC | 33 | $3.44K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 35 | $3.65K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 35 | $3.65K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 35 | $3.65K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 35 | $3.65K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 36 | $3.75K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 44 | $3.99K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 40 | $4.17K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 41 | $4.27K | 0.00% | −8−16.3% | Reduced |
| Global Financial Private Client, LLC | 42 | $4.38K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 44 | $4.59K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 45 | $4.69K | 0.00% | +35+350.0% | Added |
| Abound Wealth Management | 45 | $4.70K | 0.00% | −15−25.0% | Reduced |
| Park Square Financial Group, LLC | 48 | $5.00K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 48 | $5.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 50 | $5.21K | 0.00% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 50 | $5.21K | 0.00% | +50 | New |
| Pacifica Partners Inc. | 49 | $5.25K | 0.00% | +49 | New |
| Bartlett & Co. Wealth Management LLC | 52 | $5.42K | 0.00% | −98−65.3% | Reduced |
| Atala Financial Inc | 53 | $5.52K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 53 | $5.57K | 0.00% | −102−65.8% | Reduced |
| Concord Wealth Partners | 56 | $5.84K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 56 | $5.84K | 0.00% | +13+30.2% | Added |
| Avion Wealth | 67 | $6.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 60 | $6.25K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 60 | $6.25K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 61 | $6.36K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 63 | $6.56K | 0.02% | −337−84.3% | Reduced |
| Aviso Financial Inc. | 65 | $6.77K | 0.00% | +65 | New |
| TruNorth Capital Management, LLC | 65 | $6.78K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 66 | $6.90K | 0.00% | +66 | New |
| Kayne Anderson Rudnick Investment Management LLC | 68 | $7.09K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 69 | $7.19K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 71 | $7.36K | 0.00% | −26−26.8% | Reduced |
| S&T Bank | 71 | $7.40K | 0.00% | +71 | New |
| Semmax Financial Advisors Inc. | 71 | $7.48K | 0.00% | +1+1.4% | Added |
| Old Second National Bank of Aurora | 76 | $7.92K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 72 | $8.00K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 77 | $8.11K | 0.01% | −40−34.2% | Reduced |
| Proathlete Wealth Management LLC | 79 | $8.23K | 0.00% | +79 | New |
| Barrett & Company, Inc. | 80 | $8.34K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 82 | $8.55K | 0.00% | +55+203.7% | Added |
| Murphy & Mullick Capital Management Corp | 85 | $8.86K | 0.01% | −79−48.2% | Reduced |
| Bell Investment Advisors, Inc | 85 | $8.86K | 0.00% | −5−5.6% | Reduced |
| Hemington Wealth Management | 95 | $9.00K | 0.00% | −2−2.1% | Reduced |
| Retirement Wealth Solutions LLC | 88 | $9.22K | 0.01% | 00.0% | Unchanged |
| Transce3nd, LLC | 89 | $9.28K | 0.00% | −53−37.3% | Reduced |
| Sandy Spring Bank | 96 | $9.96K | 0.00% | −5−5.0% | Reduced |
| SWAN Capital LLC | 97 | $10.1K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 98 | $10.2K | 0.00% | −19−16.2% | Reduced |
| Noble Wealth Management PBC | 99 | $10.3K | 0.01% | −145−59.4% | Reduced |
| Missouri Trust & Investment Co | 100 | $10.4K | 0.00% | −90−47.4% | Reduced |
| Evermay Wealth Management LLC | 100 | $10.4K | 0.00% | −25−20.0% | Reduced |
| Godsey & Gibb Associates | 100 | $10.4K | 0.00% | 00.0% | Unchanged |