| Turning Point Benefit Group, Inc. | 3 | $296 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 3 | $297 | 0.00% | +3 | New |
| Rossby Financial, LCC | 3 | $297 | 0.00% | +3 | New |
| Caitong International Asset Management Co., Ltd | 6 | $593 | 0.00% | −68−91.9% | Reduced |
| Bare Financial Services, Inc | 6 | $593 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 7 | $692 | 0.00% | +5+250.0% | Added |
| Thompson Investment Management, Inc. | 10 | $988 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 10 | $994 | 0.00% | −73−88.0% | Reduced |
| Caitlin John, LLC | 10 | $1.00K | 0.00% | +2+25.0% | Added |
| Fairman Group, LLC | 12 | $1.19K | 0.00% | −12−50.0% | Reduced |
| Country Trust Bank | 14 | $1.38K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 14 | $1.38K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 15 | $1.48K | 0.00% | +15 | New |
| Valued Wealth Advisors LLC | 17 | $1.68K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 18 | $1.78K | 0.00% | +18 | New |
| North Star Investment Management Corp. | 20 | $1.98K | 0.00% | +5+33.3% | Added |
| IFC & Insurance Marketing, Inc. | 25 | $2.00K | 0.00% | +25 | New |
| Copeland Capital Management, LLC | 22 | $2.17K | 0.00% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 24 | $2.37K | 0.00% | +24 | New |
| Quent Capital, LLC | 26 | $2.57K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 27 | $2.67K | 0.00% | +27 | New |
| Triumph Capital Management | 33 | $3.26K | 0.00% | +33 | New |
| Rocky Mountain Advisers, LLC | 34 | $3.36K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 37 | $3.66K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 37 | $3.66K | 0.00% | +4+12.1% | Added |
| Adirondack Trust Co | 40 | $3.95K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 40 | $3.95K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 41 | $4.11K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 42 | $4.15K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 44 | $4.35K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 54 | $5.34K | 0.00% | −50−48.1% | Reduced |
| Investors Research Corp | 57 | $5.63K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 60 | $5.93K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 65 | $6.43K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 68 | $6.72K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 72 | $7.12K | 0.00% | +32+80.0% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 74 | $7.32K | 0.01% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 74 | $7.32K | 0.01% | +74 | New |
| WealthCollab, LLC | 76 | $7.51K | 0.00% | +51+204.0% | Added |
| J.Safra Asset Management Corp | 78 | $7.71K | 0.00% | +78 | New |
| Addison Advisors LLC | 86 | $8.50K | 0.00% | +15+21.1% | Added |
| YANKCOM Partnership | 87 | $8.60K | 0.00% | +87 | New |
| Financial Management Professionals, Inc. | 89 | $8.80K | 0.00% | −102−53.4% | Reduced |
| High Note Wealth, LLC | 90 | $8.90K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 92 | $9.09K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 100 | $9.88K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 100 | $9.88K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 100 | $9.88K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 100 | $9.88K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 100 | $9.88K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 105 | $10.3K | 0.00% | +47+81.0% | Added |
| MV Capital Management, Inc. | 107 | $10.6K | 0.00% | +7+7.0% | Added |
| Albion Financial Group | 109 | $10.8K | 0.00% | +109 | New |
| Glen Eagle Advisors, LLC | 110 | $10.8K | 0.00% | −4−3.5% | Reduced |
| New Millennium Group LLC | 114 | $11.3K | 0.00% | −1−0.9% | Reduced |
| Pin Oak Investment Advisors Inc | 119 | $12.0K | 0.01% | +30+33.7% | Added |
| Root Financial Partners, LLC | 128 | $12.6K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 128 | $12.7K | 0.00% | +5+4.1% | Added |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 128 | $12.7K | 0.01% | +128 | New |
| Marshall & Sterling Wealth Advisors Inc. | 133 | $13.1K | 0.01% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 133 | $13.1K | 0.01% | +133 | New |
| LRI Investments, LLC | 134 | $13.2K | 0.00% | 00.0% | Unchanged |
| Reflection Asset Management | 16,106 | $13.5K | 0.01% | +16,106 | New |
| Manning & Napier Advisors LLC | 150 | $14.8K | 0.00% | −1,432−90.5% | Reduced |
| Founders Capital Management | 150 | $14.8K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 150 | $14.8K | 0.00% | +150 | New |
| Hanson & Doremus Investment Management | 150 | $15.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 152 | $15.2K | 0.00% | +36+31.0% | Added |
| Atlantic Union Bankshares Corp | 154 | $15.2K | 0.00% | −103−40.1% | Reduced |
| Bell Investment Advisors, Inc | 158 | $15.6K | 0.00% | −13−7.6% | Reduced |
| Gould Capital, LLC | 160 | $15.8K | 0.01% | 00.0% | Unchanged |
| Essential Partners LLC | 164 | $16.2K | 0.00% | +134+446.7% | Added |
| JFS Wealth Advisors, LLC | 170 | $16.8K | 0.00% | +20+13.3% | Added |
| Murphy & Mullick Capital Management Corp | 171 | $16.9K | 0.01% | −346−66.9% | Reduced |
| Accent Capital Management, LLC | 178 | $17.6K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 180 | $17.8K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 183 | $18.0K | 0.00% | +183 | New |
| Salomon & Ludwin, LLC | 191 | $19.0K | 0.00% | −5−2.6% | Reduced |
| Ogorek Anthony Joseph | 200 | $19.0K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 200 | $19.8K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 200 | $19.8K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 200 | $19.8K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 204 | $20.2K | 0.00% | +20+10.9% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 205 | $20.3K | 0.01% | 00.0% | Unchanged |
| Kentucky Trust Co | 206 | $20.4K | 0.01% | +206 | New |
| ORG Partners LLC | 208 | $20.6K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 214 | $21.2K | 0.00% | +1+0.5% | Added |
| Flagship Harbor Advisors, LLC | 228 | $22.6K | 0.00% | +228 | New |
| UBS Asset Management Americas Inc | 229 | $22.6K | 0.00% | −14,517−98.4% | Reduced |
| SJS Investment Consulting Inc. | 231 | $22.8K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 236 | $23.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 235 | $23.2K | 0.00% | +69+41.6% | Added |
| JCIC Asset Management Inc. | 240 | $23.7K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 248 | $24.5K | 0.01% | +101+68.7% | Added |
| Quintet Private Bank (Europe) S.A. | 250 | $24.8K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 250 | $25.0K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 262 | $25.9K | 0.00% | 00.0% | Unchanged |
| Align Financial, LLC | 26,096 | $26.1K | 0.02% | +26,096 | New |
| High Point Wealth Management, LLC | 269 | $26.6K | 0.02% | +269 | New |
| Ancora Advisors, LLC | 276 | $27.3K | 0.00% | +141+104.4% | Added |