| Valued Wealth Advisors LLC | 0 | $8 | 0.00% | −6−100.0% | Reduced |
| Sofos Investments, Inc. | 3 | $315 | 0.00% | +3 | New |
| TFC Financial Management | 3 | $316 | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 3 | $316 | 0.00% | +3 | New |
| Redwood Park Advisors LLC | 3 | $316 | 0.00% | +3 | New |
| Legacy Wealth Managment, LLC | 4 | $421 | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 4 | $463 | 0.00% | +4 | New |
| Quaker Wealth Management, LLC | 5 | $526 | 0.00% | −2−28.6% | Reduced |
| Rosenberg Matthew Hamilton | 5 | $526 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 5 | $526 | 0.00% | 00.0% | Unchanged |
| Portus Wealth Advisors, LLC | 5 | $526 | 0.00% | +5 | New |
| Atlantic Private Wealth, LLC | 5 | $527 | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 6 | $631 | 0.00% | +6 | New |
| TopTier Wealth Management, LLC | 6 | $631 | 0.00% | +6 | New |
| Golden State Wealth Management, LLC | 6 | $633 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 7 | $736 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 7 | $736 | 0.00% | +3+75.0% | Added |
| Tidemark, LLC | 7 | $736 | 0.00% | +7 | New |
| Seneschal Advisors, LLC | 8 | $841 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 8 | $841 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 8 | $841 | 0.00% | +8 | New |
| Nemes Rush Group LLC | 9 | $946 | 0.00% | −3−25.0% | Reduced |
| North Star Investment Management Corp. | 10 | $1.05K | 0.00% | −44−81.5% | Reduced |
| Key Financial Inc | 10 | $1.05K | 0.00% | −7−41.2% | Reduced |
| Financial Consulate, Inc | 10 | $1.05K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 11 | $1.16K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 12 | $1.26K | 0.00% | +5+71.4% | Added |
| Sunrise Financial Services, LLC | 13 | $1.37K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 13 | $1.37K | 0.00% | +13 | New |
| Triumph Capital Management | 13 | $1.37K | 0.00% | +3+30.0% | Added |
| TD Capital Management LLC | 13 | $1.38K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 15 | $1.58K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 15 | $1.58K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 15 | $1.58K | 0.00% | +6+66.7% | Added |
| Activest Wealth Management | 16 | $1.68K | 0.00% | −5−23.8% | Reduced |
| POM Investment Strategies, LLC | 16 | $1.68K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 16 | $1.70K | 0.00% | −15−48.4% | Reduced |
| Richardson Capital Management LLC | 17 | $1.79K | 0.00% | +17 | New |
| HFM Investment Advisors, LLC | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 19 | $2.00K | 0.00% | +6+46.2% | Added |
| Harvest Fund Management Co., Ltd | 20 | $2.00K | 0.00% | −99−83.2% | Reduced |
| St. Johns Investment Management Company, LLC | 20 | $2.10K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 21 | $2.22K | 0.00% | −119−85.0% | Reduced |
| Basepoint Wealth LLC | 21 | $2.25K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 24 | $2.53K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 27 | $2.84K | 0.00% | +14+107.7% | Added |
| Decker Retirement Planning Inc. | 28 | $2.94K | 0.00% | +28 | New |
| American Capital Advisory, LLC | 28 | $2.94K | 0.00% | +11+64.7% | Added |
| Valley National Advisers Inc | 37 | $3.00K | 0.00% | +37 | New |
| Creative Financial Designs Inc | 29 | $3.05K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 29 | $3.05K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 30 | $3.15K | 0.02% | −209−87.4% | Reduced |
| Intentional Wealth Strategies, LLC | 30 | $3.15K | 0.00% | +30 | New |
| Principia Wealth Advisory, LLC | 31 | $3.26K | 0.00% | −7−18.4% | Reduced |
| WPG Advisers, LLC | 31 | $3.26K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 33 | $3.47K | 0.00% | +33 | New |
| Richard W. Paul & Associates, LLC | 34 | $3.57K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 36 | $3.79K | 0.00% | +36 | New |
| Raffa Wealth Management, LLC | 37 | $3.89K | 0.00% | +5+15.6% | Added |
| Marquette Asset Management, LLC | 37 | $3.89K | 0.00% | −110−74.8% | Reduced |
| Clark Wealth Partners | 46 | $4.84K | 0.00% | +13+39.4% | Added |
| DiNuzzo Private Wealth, Inc. | 47 | $4.94K | 0.00% | −1−2.1% | Reduced |
| Hughes Financial Services, LLC | 47 | $4.94K | 0.00% | +8+20.5% | Added |
| Penserra Capital Management LLC | 57 | $5.00K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 50 | $5.26K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 51 | $5.36K | 0.00% | +51 | New |
| Vanguard National Trust Co | 53 | $5.57K | 0.00% | +53 | New |
| Toth Financial Advisory Corp | 53 | $5.57K | 0.00% | +45+562.5% | Added |
| Bartlett & Co. Wealth Management LLC | 51 | $5.65K | 0.00% | +51 | New |
| High Note Wealth, LLC | 54 | $5.68K | 0.00% | −45−45.5% | Reduced |
| Stone House Investment Management, LLC | 54 | $5.68K | 0.00% | +6+12.5% | Added |
| Barnes Dennig Private Wealth Management LLC | 54 | $5.68K | 0.01% | +54 | New |
| Gilpin Wealth Management, LLC | 55 | $5.78K | 0.00% | +30+120.0% | Added |
| Cranbrook Wealth Management, LLC | 59 | $6.20K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 60 | $6.30K | 0.00% | +18+42.9% | Added |
| Abound Wealth Management | 62 | $6.55K | 0.00% | +11+21.6% | Added |
| Golden State Equity Partners | 63 | $6.62K | 0.00% | +63 | New |
| Innovative Asset Advisors Group, LLC | 63 | $6.63K | 0.00% | +63 | New |
| Asset Dedication, LLC | 64 | $6.73K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 64 | $6.75K | 0.00% | +2+3.2% | Added |
| Compagnie Lombard Odier SCmA | 67 | $7.04K | 0.00% | +67 | New |
| MJT & Associates Financial Advisory Group, Inc. | 67 | $7.04K | 0.01% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 68 | $7.17K | 0.00% | −26−27.7% | Reduced |
| Kilter Group LLC | 70 | $7.36K | 0.00% | +26+59.1% | Added |
| LGT Financial Advisors LLC | 72 | $7.62K | 0.04% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 74 | $7.78K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 75 | $7.88K | 0.00% | +20+36.4% | Added |
| Bogart Wealth, LLC | 77 | $8.09K | 0.00% | +5+6.9% | Added |
| Joseph Group Capital Management | 79 | $8.30K | 0.00% | +79 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 82 | $8.63K | 0.00% | +17+26.2% | Added |
| Godfrey Financial Associates, Inc. | 84 | $8.83K | 0.01% | +8+10.5% | Added |
| Manning & Napier Advisors LLC | 87 | $8.87K | 0.00% | +2+2.4% | Added |
| Atlantic Union Bankshares Corp | 85 | $8.94K | 0.00% | +85 | New |
| Westside Investment Management, Inc. | 88 | $9.21K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 90 | $9.46K | 0.00% | −64−41.6% | Reduced |
| Bay Harbor Wealth Management, LLC | 91 | $9.56K | 0.00% | +16+21.3% | Added |
| DAGCO, Inc. | 92 | $9.67K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 99 | $10.0K | 0.00% | +27+37.5% | Added |
| Dogwood Wealth Management LLC | 96 | $10.1K | 0.00% | +39+68.4% | Added |
| Cherry Tree Wealth Management, LLC | 98 | $10.3K | 0.00% | 00.0% | Unchanged |