| Strategic Wealth Advisors LLC | 20 | $0 | 0.00% | +20 | New |
| DecisionPoint Financial, LLC | 2 | $74 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 3 | $110 | 0.00% | 00.0% | Unchanged |
| NorthAvenue LLC | 3 | $110 | 0.00% | +3 | New |
| CGC Financial Services, LLC | 4 | $147 | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 4 | $147 | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 4 | $147 | 0.00% | +4 | New |
| Kayne Anderson Rudnick Investment Management LLC | 4 | $158 | 0.00% | −130−97.0% | Reduced |
| Davis Capital Management | 6 | $220 | 0.00% | −1−14.3% | Reduced |
| Private Wealth Asset Management, LLC | 8 | $308 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 9 | $333 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 10 | $367 | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 11 | $390 | 0.00% | +11 | New |
| Steigerwald, Gordon & Koch Inc. | 12 | $440 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 13 | $476 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 13 | $477 | 0.00% | −13−50.0% | Reduced |
| Quaker Wealth Management, LLC | 13 | $477 | 0.00% | +4+44.4% | Added |
| Quest 10 Wealth Builders, Inc. | 15 | $547 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 15 | $549 | 0.00% | +5+50.0% | Added |
| Atlantic Private Wealth, LLC | 15 | $549 | 0.00% | +15 | New |
| Advocate Investing Services LLC | 15 | $549 | 0.00% | +15 | New |
| Breakwater Investment Management | 15 | $550 | 0.00% | +1+7.1% | Added |
| Financially Speaking Inc | 16 | $586 | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 18 | $659 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 18 | $659 | 0.00% | +18 | New |
| American Capital Advisory, LLC | 19 | $696 | 0.00% | +9+90.0% | Added |
| Arcadia Investment Management Corp | 22 | $806 | 0.00% | +22 | New |
| McMillan Office, Inc. | 22 | $806 | 0.00% | +22 | New |
| Bullock Wealth Management Group | 22 | $811 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 22 | $811 | 0.00% | +7+46.7% | Added |
| Hughes Financial Services, LLC | 24 | $879 | 0.00% | −961−97.6% | Reduced |
| Highline Wealth Partners LLC | 24 | $879 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 24 | $880 | 0.00% | +8+50.0% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 24 | $963 | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 54 | $1.00K | 0.00% | −14,021−99.6% | Reduced |
| PayPay Securities Corp | 33 | $1.21K | 0.04% | +6+22.2% | Added |
| Pacifica Partners Inc. | 37 | $1.40K | 0.00% | +37 | New |
| Cornerstone Planning Group LLC | 36 | $1.43K | 0.00% | −118−76.6% | Reduced |
| Barrett & Company, Inc. | 40 | $1.47K | 0.00% | 00.0% | Unchanged |
| Compass Financial Services Inc | 40 | $1.47K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 43 | $1.57K | 0.00% | +10+30.3% | Added |
| Tucker Asset Management LLC | 49 | $1.79K | 0.00% | +49 | New |
| Scarborough Advisors, LLC | 51 | $1.86K | 0.00% | +1+2.0% | Added |
| 1015 Capital Partners, LLC | 51 | $1.87K | 0.00% | +51 | New |
| WealthCollab, LLC | 51 | $1.87K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 52 | $1.91K | 0.00% | +21+67.7% | Added |
| YANKCOM Partnership | 52 | $1.91K | 0.00% | +52 | New |
| IFC & Insurance Marketing, Inc. | 67 | $2.00K | 0.00% | +67 | New |
| Principia Wealth Advisory, LLC | 61 | $2.23K | 0.00% | −1−1.6% | Reduced |
| Medallion Wealth Advisors, LLC | 68 | $2.48K | 0.00% | +1+1.5% | Added |
| Birchbrook, Inc. | 68 | $2.49K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 69 | $2.53K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 70 | $2.56K | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 75 | $2.75K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 76 | $2.78K | 0.00% | −232−75.3% | Reduced |
| Bay Harbor Wealth Management, LLC | 76 | $2.78K | 0.00% | +33+76.7% | Added |
| Abound Wealth Management | 76 | $2.78K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 80 | $2.93K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 80 | $3.00K | 0.00% | +3+3.9% | Added |
| Roble, Belko & Company, Inc | 73 | $3.00K | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 82 | $3.00K | 0.00% | +68+485.7% | Added |
| Valued Wealth Advisors LLC | 84 | $3.06K | 0.00% | +45+115.4% | Added |
| IMA Wealth, Inc. | 85 | $3.11K | 0.00% | +77+962.5% | Added |
| Cetera Trust Company, N.A | 86 | $3.15K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 87 | $3.17K | 0.00% | +87 | New |
| Crewe Advisors LLC | 89 | $3.26K | 0.00% | +26+41.3% | Added |
| Ritter Daniher Financial Advisory LLC | 93 | $3.41K | 0.00% | +93 | New |
| Cedar Mountain Advisors, LLC | 94 | $3.45K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 95 | $3.48K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 98 | $3.59K | 0.00% | +50+104.2% | Added |
| Missouri Trust & Investment Co | 100 | $3.66K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 100 | $3.66K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 100 | $3.66K | 0.00% | +100 | New |
| Navalign, LLC | 100 | $3.66K | 0.00% | +100 | New |
| Godfrey Financial Associates, Inc. | 106 | $3.88K | 0.00% | +106 | New |
| Boreal Capital Management LLC | 108 | $3.96K | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 112 | $4.10K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 113 | $4.14K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 116 | $4.25K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 116 | $4.25K | 0.00% | +116 | New |
| Rakuten Securities, Inc. | 118 | $4.32K | 0.00% | −99−45.6% | Reduced |
| Rialto Wealth Management, LLC | 119 | $4.36K | 0.00% | +18+17.8% | Added |
| Legacy Bridge, LLC | 119 | $4.36K | 0.00% | +119 | New |
| GPS Wealth Strategies Group, LLC | 125 | $4.58K | 0.00% | −122−49.4% | Reduced |
| Motco | 130 | $4.76K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 136 | $4.98K | 0.00% | −1−0.7% | Reduced |
| Adirondack Trust Co | 139 | $5.09K | 0.00% | −325−70.0% | Reduced |
| Key Financial Inc | 142 | $5.20K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 147 | $5.38K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 147 | $5.40K | 0.00% | +147 | New |
| Front Row Advisors LLC | 150 | $5.50K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 152 | $5.57K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 159 | $5.81K | 0.00% | +26+19.5% | Added |
| Cornerstone Financial Management LLC | 160 | $5.86K | 0.01% | +160 | New |
| SJS Investment Consulting Inc. | 162 | $5.93K | 0.00% | +131+422.6% | Added |
| Bell Investment Advisors, Inc | 165 | $6.04K | 0.00% | +71+75.5% | Added |
| Westend Capital Management, LLC | 168 | $6.15K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 169 | $6.19K | 0.00% | −49−22.5% | Reduced |
| Reflection Asset Management | 173 | $6.20K | 0.00% | +173 | New |
| Albion Financial Group | 171 | $6.26K | 0.00% | 00.0% | Unchanged |