| Quest 10 Wealth Builders, Inc. | 0 | $67 | 0.00% | −3−100.0% | Reduced |
| Bellwether Advisors, LLC | 1 | $350 | 0.00% | −51−98.1% | Reduced |
| Private Wealth Asset Management, LLC | 1 | $350 | 0.00% | −9−90.0% | Reduced |
| ROSS\JOHNSON & Associates LLC | 1 | $350 | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 1 | $351 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 1 | $351 | 0.00% | +1 | New |
| Marquette Asset Management, LLC | 2 | $701 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 2 | $701 | 0.00% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 2 | $701 | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 2 | $701 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 2 | $701 | 0.00% | +2 | New |
| Salomon & Ludwin, LLC | 2 | $709 | 0.00% | 00.0% | Unchanged |
| PEAK6 LLC | 2 | $766 | 0.00% | −127,639−100.0% | Reduced |
| Dunhill Financial, LLC | 2 | $767 | 0.00% | +2 | New |
| Wood Tarver Financial Group, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 3 | $1.01K | 0.00% | +3 | New |
| Clear Investment Research, LLC | 3 | $1.05K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 4 | $1.40K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 4 | $1.40K | 0.07% | −14−77.8% | Reduced |
| Parkworth Wealth Management, Inc. | 4 | $1.40K | 0.00% | +1+33.3% | Added |
| Hurley Capital, LLC | 5 | $1.75K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 5 | $1.75K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $1.75K | 0.00% | +4+400.0% | Added |
| WestEnd Advisors, LLC | 5 | $1.75K | 0.00% | +5 | New |
| Mid-American Wealth Advisory Group, Inc. | 5 | $1.75K | 0.00% | +5 | New |
| Hazlett, Burt & Watson, Inc. | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 6 | $2.10K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 6 | $2.10K | 0.00% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 7 | $2.45K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 7 | $2.45K | 0.00% | +3+75.0% | Added |
| WealthCollab, LLC | 7 | $2.45K | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 15 | $2.61K | 0.03% | −4−21.1% | Reduced |
| Evergreen Private Wealth LLC | 8 | $2.80K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 8 | $2.80K | 0.00% | +1+14.3% | Added |
| WFA of San Diego, LLC | 8 | $2.80K | 0.00% | +8 | New |
| Brown, Lisle/Cummings, Inc. | 8 | $2.93K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 9 | $3.15K | 0.00% | −6−40.0% | Reduced |
| Kimelman & Baird, LLC | 9 | $3.15K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 10 | $3.50K | 0.00% | 00.0% | Unchanged |
| Trust Co | 10 | $3.50K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 10 | $3.50K | 0.00% | +1+11.1% | Added |
| N.E.W. Advisory Services LLC | 10 | $3.50K | 0.00% | +10 | New |
| Hopwood Financial Services, Inc. | 10 | $3.50K | 0.00% | +10 | New |
| Truvestments Capital LLC | 11 | $3.85K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 11 | $3.85K | 0.00% | +8+266.7% | Added |
| NBC Securities, Inc. | 12 | $4.00K | 0.00% | −6−33.3% | Reduced |
| Hughes Financial Services, LLC | 15 | $4.55K | 0.00% | −7−31.8% | Reduced |
| Independence Bank of Kentucky | 13 | $4.56K | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 13 | $4.56K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 13 | $4.56K | 0.00% | +10+333.3% | Added |
| CBIZ Investment Advisory Services, LLC | 14 | $4.91K | 0.00% | −3−17.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 14 | $4.91K | 0.00% | +2+16.7% | Added |
| Rise Advisors, LLC | 14 | $4.91K | 0.00% | +10+250.0% | Added |
| ORG Partners LLC | 15 | $5.03K | 0.00% | +15 | New |
| Washington Trust Advisors, Inc. | 15 | $5.25K | 0.00% | +1+7.1% | Added |
| Chesapeake Asset Management LLC | 15 | $5.26K | 0.00% | −20−57.1% | Reduced |
| Riggs Asset Managment Co. Inc. | 16 | $5.61K | 0.00% | +1+6.7% | Added |
| Quaker Wealth Management, LLC | 16 | $5.61K | 0.00% | +16 | New |
| 1620 Investment Advisors, Inc. | 17 | $5.96K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 17 | $5.96K | 0.00% | +12+240.0% | Added |
| Trust Co of Toledo NA | 17 | $5.96K | 0.00% | +17 | New |
| Centerpoint Advisors, LLC | 17 | $6.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 19 | $6.66K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 20 | $6.71K | 0.00% | −36−64.3% | Reduced |
| Bellevue Asset Management, LLC | 20 | $7.01K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 20 | $7.01K | 0.00% | 00.0% | Unchanged |
| Promus Capital, LLC | 20 | $7.01K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 20 | $7.01K | 0.00% | +20 | New |
| Pension & Wealth Management Advisors, Inc. | 20 | $7.33K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 21 | $7.36K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 21 | $7.36K | 0.00% | +1+5.0% | Added |
| Banque Transatlantique SA | 21 | $7.40K | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 24 | $7.45K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 22 | $7.71K | 0.01% | −234−91.4% | Reduced |
| GHP Investment Advisors, Inc. | 22 | $7.71K | 0.00% | +17+340.0% | Added |
| Abound Wealth Management | 24 | $8.41K | 0.00% | +24 | New |
| Dogwood Wealth Management LLC | 24 | $8.52K | 0.00% | +17+242.9% | Added |
| Trust Co of Vermont | 25 | $8.76K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 25 | $8.76K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 25 | $8.76K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 25 | $8.76K | 0.01% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 25 | $8.76K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 25 | $8.76K | 0.00% | +25 | New |
| MRP Capital Investments, LLC | 25 | $8.76K | 0.01% | +25 | New |
| Legacy Wealth Managment, LLC | 26 | $9.11K | 0.00% | −25−49.0% | Reduced |
| Legacy Investment Solutions, LLC | 26 | $9.11K | 0.00% | +26 | New |
| Kilter Group LLC | 26 | $9.11K | 0.00% | +26 | New |
| Raffa Wealth Management, LLC | 27 | $9.46K | 0.00% | +4+17.4% | Added |
| Scarborough Advisors, LLC | 27 | $9.46K | 0.00% | +27 | New |
| Main Street Group, LTD | 28 | $9.81K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 28 | $9.81K | 0.00% | −3−9.7% | Reduced |
| Tortoise Investment Management, LLC | 28 | $9.81K | 0.00% | +8+40.0% | Added |
| Vision Financial Markets LLC | 30 | $10.5K | 0.01% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 30 | $10.5K | 0.01% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 30 | $10.5K | 0.00% | +30 | New |
| Close Asset Management Ltd | 30 | $11.0K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 30 | $11.0K | 0.00% | +7+30.4% | Added |
| Transce3nd, LLC | 36 | $11.5K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 33 | $11.6K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 33 | $11.6K | 0.01% | 00.0% | Unchanged |