| Roxbury Financial LLC | 1 | $59 | 0.00% | −335−99.7% | Reduced |
| DHJJ Financial Advisors, Ltd. | 3 | $184 | 0.00% | +3 | New |
| Imprint Wealth LLC | 4 | $245 | 0.00% | +4 | New |
| Strengthening Families & Communities, LLC | 4 | $250 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 4 | $250 | 0.00% | +2+100.0% | Added |
| High Note Wealth, LLC | 6 | $367 | 0.00% | +3+100.0% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 6 | $367 | 0.00% | +6 | New |
| First Pacific Financial | 6 | $368 | 0.00% | −122−95.3% | Reduced |
| West Branch Capital LLC | 6 | $368 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 6 | $368 | 0.00% | +6 | New |
| Raleigh Capital Management Inc. | 7 | $459 | 0.00% | −3−30.0% | Reduced |
| Davis Capital Management | 8 | $489 | 0.00% | +8 | New |
| ZRC Wealth Management, LLC | 8 | $490 | 0.00% | +8 | New |
| Breakwater Investment Management | 9 | $551 | 0.00% | +9 | New |
| Mma Asset Management LLC | 9 | $555 | 0.00% | +9 | New |
| REAP Financial Group, LLC | 10 | $612 | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 11 | $673 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 11 | $673 | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 13 | $795 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 13 | $796 | 0.00% | +13 | New |
| TFC Financial Management | 14 | $857 | 0.00% | +1+7.7% | Added |
| HFM Investment Advisors, LLC | 15 | $918 | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 20 | $1.22K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 20 | $1.22K | 0.00% | −180−90.0% | Reduced |
| Redmont Wealth Advisors LLC | 22 | $1.35K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 22 | $1.35K | 0.00% | 00.0% | Unchanged |
| Groupe la Francaise | 28 | $1.45K | 0.00% | +28 | New |
| Clark Wealth Partners | 29 | $1.70K | 0.00% | +29 | New |
| Core Alternative Capital | 29 | $1.77K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 29 | $1.77K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 29 | $1.77K | 0.00% | +9+45.0% | Added |
| Texas Capital Bancshares Inc | 29 | $1.77K | 0.00% | +29 | New |
| Tidemark, LLC | 33 | $2.02K | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 34 | $2.03K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 34 | $2.08K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 39 | $2.39K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 39 | $2.39K | 0.00% | +4+11.4% | Added |
| WestEnd Advisors, LLC | 39 | $2.39K | 0.00% | +39 | New |
| Binnacle Investments Inc | 41 | $2.51K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 42 | $2.57K | 0.00% | +42 | New |
| Cedar Wealth Management, LLC | 43 | $2.63K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 43 | $2.63K | 0.00% | +15+53.6% | Added |
| Rialto Wealth Management, LLC | 43 | $2.63K | 0.00% | +4+10.3% | Added |
| Bradley & Co. Private Wealth Management, LLC | 44 | $2.69K | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 45 | $2.75K | 0.00% | +45 | New |
| Jackson, Grant Investment Advisers, Inc. | 46 | $2.81K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 59 | $3.00K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 50 | $3.06K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 50 | $3.06K | 0.00% | +50 | New |
| IMG Wealth Management, Inc. | 51 | $3.12K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 55 | $3.36K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 56 | $3.43K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 60 | $3.67K | 0.00% | +11+22.4% | Added |
| J.Safra Asset Management Corp | 60 | $3.67K | 0.00% | +60 | New |
| Beaird Harris Wealth Management, LLC | 62 | $3.79K | 0.00% | +28+82.4% | Added |
| Wealth Watch Advisors, INC | 64 | $3.92K | 0.00% | +64 | New |
| Penserra Capital Management LLC | 69 | $4.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 68 | $4.16K | 0.00% | +1+1.5% | Added |
| Carolina Wealth Advisors, LLC | 70 | $4.28K | 0.00% | −18−20.5% | Reduced |
| Arlington Trust Co LLC | 70 | $4.28K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 70 | $4.31K | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 71 | $4.34K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 76 | $4.65K | 0.00% | −6−7.3% | Reduced |
| Raffa Wealth Management, LLC | 81 | $4.96K | 0.00% | +14+20.9% | Added |
| Strategic Advocates LLC | 82 | $5.02K | 0.00% | +82 | New |
| SJS Investment Consulting Inc. | 85 | $5.20K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 87 | $5.32K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 88 | $5.38K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 91 | $5.57K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 91 | $5.57K | 0.00% | +91 | New |
| Marquette Asset Management, LLC | 91 | $5.57K | 0.00% | +91 | New |
| Kerr Financial Planning Corp | 94 | $5.80K | 0.01% | +94 | New |
| Cloud Capital Management, LLC | 104 | $6.00K | 0.00% | +104 | New |
| Hurley Capital, LLC | 100 | $6.12K | 0.00% | −167−62.5% | Reduced |
| Vision Financial Markets LLC | 103 | $6.26K | 0.01% | +1+1.0% | Added |
| Kilter Group LLC | 105 | $6.42K | 0.00% | +20+23.5% | Added |
| Fortitude Family Office, LLC | 110 | $6.73K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 150 | $7.17K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 126 | $7.71K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 130 | $7.95K | 0.01% | +116+828.6% | Added |
| Ogorek Anthony Joseph | 145 | $8.00K | 0.00% | +5+3.6% | Added |
| Dogwood Wealth Management LLC | 131 | $8.01K | 0.00% | +9+7.4% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 140 | $8.57K | 0.02% | −2,868−95.3% | Reduced |
| Anfield Capital Management, LLC | 147 | $8.99K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 150 | $9.17K | 0.00% | +2+1.4% | Added |
| Trust Co | 150 | $9.18K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 153 | $9.36K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 160 | $9.79K | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 160 | $9.79K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 165 | $10.1K | 0.01% | +14+9.3% | Added |
| Ramirez Asset Management, Inc. | 166 | $10.2K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 168 | $10.3K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 181 | $11.1K | 0.00% | +13+7.7% | Added |
| Howard Hughes Medical Institute | 183 | $11.2K | 0.01% | +2+1.1% | Added |
| FSA Wealth Management LLC | 187 | $11.4K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 187 | $11.4K | 0.01% | +125+201.6% | Added |
| Princeton Global Asset Management LLC | 197 | $12.0K | 0.00% | −1,159−85.5% | Reduced |
| SIMA Wealth Partners, LLC | 200 | $12.2K | 0.01% | −148−42.5% | Reduced |
| BOK Financial Private Wealth, Inc. | 200 | $12.2K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 200 | $12.2K | 0.00% | 00.0% | Unchanged |