| Wood Tarver Financial Group, LLC | 1 | $0 | 0.00% | +1 | New |
| Retirement Wealth Solutions LLC | 1 | $158 | 0.00% | +1 | New |
| West Branch Capital LLC | 1 | $178 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 1 | $179 | 0.00% | −4−80.0% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 2 | $355 | 0.00% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 2 | $355 | 0.00% | +2 | New |
| Capital A Wealth Management, LLC | 2 | $355 | 0.00% | +2 | New |
| Stance Capital LLC | 2 | $355 | 0.00% | +2 | New |
| Fairscale Capital, LLC | 3 | $536 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 4 | $669 | 0.00% | +4 | New |
| NBC Securities, Inc. | 4 | $800 | 0.07% | −6,174−99.9% | Reduced |
| 1620 Investment Advisors, Inc. | 5 | $839 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 5 | $863 | 0.00% | +5 | New |
| JDM Financial Group LLC | 5 | $887 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 5 | $887 | 0.00% | +5 | New |
| Roble, Belko & Company, Inc | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 6 | $1.06K | 0.00% | +6 | New |
| Archer Investment Corp | 8 | $1.42K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 8 | $1.42K | 0.00% | +8 | New |
| Redwood Park Advisors LLC | 9 | $1.60K | 0.00% | +9 | New |
| HighMark Wealth Management LLC | 10 | $1.77K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 10 | $1.79K | 0.00% | +10 | New |
| Tradewinds Capital Management, LLC | 11 | $1.95K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 11 | $1.95K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 12 | $2.13K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 14 | $2.50K | 0.00% | −4−22.2% | Reduced |
| Richard W. Paul & Associates, LLC | 15 | $2.66K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 15 | $2.75K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 16 | $2.84K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 17 | $3.00K | 0.00% | −41−70.7% | Reduced |
| WR Wealth Planners, LLC | 18 | $3.19K | 0.00% | −23−56.1% | Reduced |
| Cassady Schiller Wealth Management, LLC | 18 | $3.19K | 0.00% | +18 | New |
| Clark Wealth Partners | 18 | $3.19K | 0.00% | +18 | New |
| Trifecta Capital Advisors, LLC | 19 | $3.37K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 20 | $3.54K | 0.00% | +20 | New |
| South State Corp. | 20 | $3.55K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 20 | $3.55K | 0.00% | +20 | New |
| Decker Retirement Planning Inc. | 20 | $3.55K | 0.00% | +20 | New |
| Raffa Wealth Management, LLC | 22 | $3.90K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 22 | $3.90K | 0.00% | +7+46.7% | Added |
| West Financial Advisors, LLC | 22 | $3.90K | 0.00% | +22 | New |
| MCF Advisors LLC | 24 | $4.26K | 0.00% | −2−7.7% | Reduced |
| Lee Danner & Bass Inc | 24 | $4.26K | 0.00% | +24 | New |
| Global Financial Private Client, LLC | 26 | $4.61K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 27 | $4.79K | 0.00% | +27 | New |
| Evelyn Partners Asset Management Ltd | 28 | $4.96K | 0.00% | +28 | New |
| Carolinas Wealth Consulting LLC | 28 | $5.00K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 30 | $5.40K | 0.00% | −30−50.0% | Reduced |
| Private Wealth Management Group, LLC | 34 | $6.03K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 36 | $6.34K | 0.00% | +30+500.0% | Added |
| Noble Wealth Management PBC | 36 | $6.38K | 0.00% | +36 | New |
| Princeton Global Asset Management LLC | 38 | $6.74K | 0.00% | +38 | New |
| Atala Financial Inc | 38 | $6.74K | 0.00% | +38 | New |
| Johnson Financial Group, Inc. | 42 | $6.80K | 0.00% | −1−2.3% | Reduced |
| JFS Wealth Advisors, LLC | 39 | $6.92K | 0.00% | +39 | New |
| Bangor Savings Bank | 40 | $7.09K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 40 | $7.24K | 0.00% | +11+37.9% | Added |
| Frazier Financial Advisors, LLC | 44 | $7.75K | 0.01% | +11+33.3% | Added |
| New Millennium Group LLC | 45 | $7.98K | 0.00% | +45 | New |
| Painted Porch Advisors LLC | 45 | $7.98K | 0.00% | +45 | New |
| Avion Wealth | 50 | $8.00K | 0.00% | +2+4.2% | Added |
| New Wave Wealth Advisors LLC | 48 | $8.46K | 0.00% | +48 | New |
| Semmax Financial Advisors Inc. | 53 | $8.67K | 0.00% | +1+1.9% | Added |
| Newton One Investments LLC | 49 | $8.71K | 0.00% | +49 | New |
| Nemes Rush Group LLC | 49 | $8.72K | 0.00% | +28+133.3% | Added |
| Old Second National Bank of Aurora | 50 | $8.87K | 0.00% | +4+8.7% | Added |
| Trivant Custom Portfolio Group, LLC | 50 | $8.87K | 0.01% | +50 | New |
| Hemington Wealth Management | 51 | $9.00K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 51 | $9.04K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 55 | $9.75K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 55 | $9.75K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 55 | $9.75K | 0.01% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 55 | $9.75K | 0.01% | +55 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 55 | $9.75K | 0.02% | +55 | New |
| Financial Management Professionals, Inc. | 57 | $10.1K | 0.00% | +17+42.5% | Added |
| Morse Asset Management, Inc | 58 | $10.3K | 0.00% | −29−33.3% | Reduced |
| Y.D. More Investments Ltd | 60 | $10.6K | 0.00% | +60 | New |
| Van Hulzen Asset Management, LLC | 63 | $11.2K | 0.00% | +63 | New |
| Caitong International Asset Management Co., Ltd | 67 | $11.9K | 0.01% | +67 | New |
| Maryland Capital Advisors Inc. | 70 | $12.4K | 0.01% | +70 | New |
| Mascoma Wealth Management LLC | 73 | $12.9K | 0.00% | +73 | New |
| Activest Wealth Management | 75 | $13.2K | 0.00% | +1+1.4% | Added |
| Grove Bank & Trust | 75 | $13.3K | 0.00% | −14−15.7% | Reduced |
| Perkins Coie Trust Co | 77 | $13.7K | 0.00% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 78 | $13.8K | 0.01% | +78 | New |
| Atticus Wealth Management, LLC | 79 | $14.1K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 80 | $14.2K | 0.01% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 81 | $14.4K | 0.00% | +81 | New |
| Oarsman Capital, Inc. | 81 | $14.4K | 0.00% | +31+62.0% | Added |
| Stonebridge Financial Group, LLC | 85 | $15.1K | 0.00% | +85 | New |
| Cornerstone Planning Group LLC | 92 | $15.2K | 0.00% | +5+5.7% | Added |
| Delta Asset Management LLC | 92 | $16.3K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 92 | $16.3K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 94 | $16.7K | 0.00% | +26+38.2% | Added |
| McIlrath & Eck, LLC | 96 | $17.0K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 96 | $17.0K | 0.00% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 100 | $17.7K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 100 | $17.7K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 100 | $17.7K | 0.00% | 00.0% | Unchanged |