| Ball & Co Wealth Management Inc. | 6 | $0 | 0.00% | +6 | New |
| High Note Wealth, LLC | 2 | $114 | 0.00% | +2 | New |
| NBC Securities, Inc. | 2 | $120 | 0.01% | −1,996−99.9% | Reduced |
| Pineridge Advisors LLC | 3 | $171 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 5 | $284 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 5 | $284 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 5 | $285 | 0.00% | −15−75.0% | Reduced |
| Creekmur Asset Management LLC | 5 | $285 | 0.00% | −1−16.7% | Reduced |
| MPWM Advisory Solutions, LLC | 6 | $342 | 0.00% | +6 | New |
| Park Square Financial Group, LLC | 7 | $399 | 0.00% | +7 | New |
| Mascoma Wealth Management LLC | 8 | $456 | 0.00% | +8 | New |
| Parkworth Wealth Management, Inc. | 8 | $456 | 0.00% | +8 | New |
| Redwood Park Advisors LLC | 8 | $456 | 0.00% | +8 | New |
| Caitlin John, LLC | 10 | $570 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 14 | $749 | 0.00% | +14 | New |
| C M Bidwell & Associates Ltd | 14 | $797 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 14 | $797 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 14 | $797 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 14 | $798 | 0.00% | 00.0% | Unchanged |
| Stance Capital LLC | 15 | $854 | 0.00% | +15 | New |
| Kozak & Associates, Inc. | 16 | $903 | 0.00% | 00.0% | Unchanged |
| BNP Paribas | 17 | $953 | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 11 | $1.00K | 0.00% | −4−26.7% | Reduced |
| Horizon Financial Services, LLC | 18 | $1.02K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 18 | $1.03K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 19 | $1.08K | 0.00% | +19 | New |
| Synergy Investment Management, LLC | 19 | $1.08K | 0.00% | +19 | New |
| Godsey & Gibb Associates | 25 | $1.42K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 25 | $1.42K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 25 | $1.42K | 0.00% | +25 | New |
| Davis Capital Management | 27 | $1.54K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 29 | $1.65K | 0.00% | +29 | New |
| Rogco, LP | 32 | $1.82K | 0.00% | −22−40.7% | Reduced |
| Guardian Wealth Management, Inc. | 33 | $1.88K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 33 | $1.88K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 33 | $1.88K | 0.00% | +33 | New |
| First PREMIER Bank | 37 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 36 | $2.05K | 0.00% | +36 | New |
| Tucker Asset Management LLC | 41 | $2.33K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 41 | $2.33K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 41 | $2.36K | 0.00% | +15+57.7% | Added |
| Financial Freedom, LLC | 42 | $2.39K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 42 | $2.39K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 42 | $2.39K | 0.00% | +42 | New |
| Hallmark Capital Management Inc | 43 | $2.45K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 44 | $2.51K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 45 | $2.55K | 0.00% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 45 | $2.56K | 0.00% | +45 | New |
| Valued Wealth Advisors LLC | 45 | $2.59K | 0.00% | +14+45.2% | Added |
| Global Financial Private Client, LLC | 47 | $2.68K | 0.00% | +14+42.4% | Added |
| NewSquare Capital LLC | 47 | $2.68K | 0.00% | +47 | New |
| Sugar Maple Asset Management, LLC | 50 | $2.85K | 0.00% | +50 | New |
| TD Capital Management LLC | 50 | $2.86K | 0.00% | +50 | New |
| FLP Wealth Management, LLC | 52 | $2.95K | 0.01% | +52 | New |
| Hollencrest Capital Management | 53 | $3.02K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 58 | $3.30K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 59 | $3.36K | 0.00% | +59 | New |
| South Plains Financial, Inc. | 63 | $3.59K | 0.00% | +63 | New |
| Tompkins Financial Corp | 63 | $3.59K | 0.00% | −226−78.2% | Reduced |
| Provenance Wealth Advisors, LLC | 64 | $3.65K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 65 | $3.70K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 66 | $3.76K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 66 | $3.76K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 66 | $3.76K | 0.00% | +66 | New |
| Global Wealth Strategies & Associates | 70 | $3.99K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 70 | $4.00K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 74 | $4.21K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 71 | $4.47K | 0.00% | −162−69.5% | Reduced |
| Promus Capital, LLC | 81 | $4.59K | 0.00% | +81 | New |
| Aspect Partners, LLC | 81 | $4.61K | 0.00% | −39−32.5% | Reduced |
| Principia Wealth Advisory, LLC | 81 | $4.61K | 0.00% | +81 | New |
| Islay Capital Management, LLC | 85 | $4.84K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 85 | $5.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 91 | $5.18K | 0.00% | +56+160.0% | Added |
| Creative Capital Management Investments LLC | 98 | $5.58K | 0.00% | +98 | New |
| Pacific Capital Wealth Advisors, Inc | 100 | $5.70K | 0.00% | −108−51.9% | Reduced |
| Morse Asset Management, Inc | 100 | $5.70K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 106 | $6.04K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 109 | $6.21K | 0.00% | +85+354.2% | Added |
| Archer Investment Corp | 113 | $6.44K | 0.00% | +46+68.7% | Added |
| Oliver Lagore Vanvalin Investment Group | 114 | $6.49K | 0.00% | +114 | New |
| SIMA Wealth Partners, LLC | 114 | $6.50K | 0.01% | +114 | New |
| Operose Advisors LLC | 116 | $6.61K | 0.00% | −224−65.9% | Reduced |
| PSI Advisors, LLC | 122 | $6.92K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 122 | $6.95K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 125 | $7.11K | 0.00% | +1+0.8% | Added |
| Bell Investment Advisors, Inc | 125 | $7.12K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 127 | $7.23K | 0.00% | +16+14.4% | Added |
| Kieckhefer Group LLC | 128 | $7.29K | 0.00% | +128 | New |
| Abound Wealth Management | 130 | $7.43K | 0.00% | −18−12.2% | Reduced |
| HighMark Wealth Management LLC | 131 | $7.45K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 136 | $7.75K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 137 | $7.80K | 0.00% | +40+41.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 136 | $7.80K | 0.00% | +123+946.2% | Added |
| Salomon & Ludwin, LLC | 143 | $8.14K | 0.00% | −10−6.5% | Reduced |
| Spectrum Wealth Counsel, LLC | 143 | $8.17K | 0.00% | −115−44.6% | Reduced |
| Van Hulzen Asset Management, LLC | 144 | $8.20K | 0.00% | +144 | New |
| SOA Wealth Advisors, LLC. | 145 | $8.23K | 0.00% | +1+0.7% | Added |
| Ruedi Wealth Management, Inc. | 148 | $8.43K | 0.00% | 00.0% | Unchanged |