| Financial Life Planners | 1 | $52 | 0.00% | +1 | New |
| Toth Financial Advisory Corp | 1 | $92 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 2 | $182 | 0.00% | −2−50.0% | Reduced |
| Arcadia Investment Management Corp | 2 | $183 | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 3 | $273 | 0.00% | +3 | New |
| MidFirst Bank | 3 | $273 | 0.00% | +3 | New |
| WestEnd Advisors, LLC | 4 | $364 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 4 | $364 | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 4 | $365 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 4 | $365 | 0.00% | +1+33.3% | Added |
| 3 Factor Indexing, LLC | 4 | $365 | 0.00% | +4 | New |
| Investors Portfolio Services LLC | 4 | $453 | 0.00% | +4 | New |
| Davis Capital Management | 6 | $546 | 0.00% | +3+100.0% | Added |
| Breakwater Investment Management | 6 | $547 | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 7 | $638 | 0.00% | +7 | New |
| Rakuten Securities, Inc. | 8 | $728 | 0.00% | −72−90.0% | Reduced |
| TopTier Wealth Management, LLC | 9 | $819 | 0.00% | +9 | New |
| CGC Financial Services, LLC | 10 | $910 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 10 | $911 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 10 | $911 | 0.00% | +10 | New |
| Fairman Group, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Align Financial, LLC | 11 | $1.00K | 0.00% | −947−98.9% | Reduced |
| NBT Bank N A | 11 | $1.00K | 0.00% | +11 | New |
| Quaker Wealth Management, LLC | 11 | $1.00K | 0.00% | +1+10.0% | Added |
| PayPay Securities Corp | 11 | $1.12K | 0.04% | +11 | New |
| DecisionPoint Financial, LLC | 17 | $1.55K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 19 | $1.73K | 0.00% | +19 | New |
| South State Corp. | 20 | $1.82K | 0.00% | −28−58.3% | Reduced |
| HFM Investment Advisors, LLC | 21 | $1.91K | 0.00% | −47−69.1% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 25 | $2.25K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 25 | $2.28K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 25 | $2.28K | 0.00% | +25 | New |
| Anfield Capital Management, LLC | 25 | $2.28K | 0.00% | +25 | New |
| Webster Bank, N. A. | 27 | $2.46K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 27 | $2.46K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 28 | $2.55K | 0.00% | −6−17.6% | Reduced |
| Maseco LLP | 31 | $2.84K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 32 | $2.91K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 28 | $3.00K | 0.00% | −671−96.0% | Reduced |
| Clayton Financial Group LLC | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 33 | $3.00K | 0.00% | +8+32.0% | Added |
| DHJJ Financial Advisors, Ltd. | 35 | $3.19K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 35 | $3.19K | 0.00% | 00.0% | Unchanged |
| Portus Wealth Advisors, LLC | 35 | $3.19K | 0.00% | +35 | New |
| N.E.W. Advisory Services LLC | 37 | $3.37K | 0.00% | +27+270.0% | Added |
| HighMark Wealth Management LLC | 39 | $3.55K | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 41 | $3.73K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 51 | $4.00K | 0.00% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 44 | $4.02K | 0.00% | +12+37.5% | Added |
| Lloyd Advisory Services, LLC. | 44 | $4.02K | 0.00% | +44 | New |
| Retirement Wealth Solutions LLC | 45 | $4.10K | 0.00% | +36+400.0% | Added |
| Acima Private Wealth, LLC | 46 | $4.19K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 46 | $4.19K | 0.00% | +27+142.1% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 47 | $4.28K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 47 | $4.28K | 0.00% | +47 | New |
| Intesa Sanpaolo S.p.A. | 50 | $4.52K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 50 | $4.55K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 51 | $4.64K | 0.00% | +51 | New |
| Kozak & Associates, Inc. | 48 | $4.68K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 52 | $4.73K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 52 | $4.73K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 57 | $5.19K | 0.00% | +33+137.5% | Added |
| IMA Wealth, Inc. | 60 | $5.46K | 0.00% | +2+3.4% | Added |
| Archer Investment Corp | 62 | $5.64K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 62 | $5.64K | 0.00% | +15+31.9% | Added |
| Hollencrest Capital Management | 63 | $5.73K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 64 | $5.83K | 0.01% | +23+56.1% | Added |
| American National Bank | 66 | $6.01K | 0.00% | −15−18.5% | Reduced |
| Kilter Group LLC | 66 | $6.01K | 0.00% | −2−2.9% | Reduced |
| Principia Wealth Advisory, LLC | 70 | $6.37K | 0.00% | +11+18.6% | Added |
| DiNuzzo Private Wealth, Inc. | 73 | $6.64K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 74 | $6.74K | 0.00% | −23,517−99.7% | Reduced |
| Essential Partners LLC | 74 | $6.74K | 0.00% | −8−9.8% | Reduced |
| HHM Wealth Advisors, LLC | 75 | $6.83K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 75 | $6.83K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 84 | $7.00K | 0.00% | +6+7.7% | Added |
| Burk Holdings LLC | 78 | $7.10K | 0.00% | +78 | New |
| United Financial Planning Group LLC | 78 | $7.10K | 0.00% | +78 | New |
| Clark Wealth Partners | 79 | $7.19K | 0.00% | +5+6.8% | Added |
| Bay Harbor Wealth Management, LLC | 80 | $7.28K | 0.00% | +24+42.9% | Added |
| Paladin Partners, LLC | 80 | $7.28K | 0.01% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 82 | $7.46K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 82 | $7.46K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 84 | $7.64K | 0.06% | +84 | New |
| Aventura Private Wealth, LLC | 85 | $7.74K | 0.00% | −75−46.9% | Reduced |
| LRI Investments, LLC | 85 | $7.74K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 86 | $7.83K | 0.00% | +6+7.5% | Added |
| Vermillion Wealth Management, Inc. | 86 | $7.83K | 0.00% | +31+56.4% | Added |
| IFG Advisory, LLC | 86 | $7.83K | 0.02% | +86 | New |
| Basepoint Wealth LLC | 91 | $8.28K | 0.00% | +91 | New |
| Dogwood Wealth Management LLC | 97 | $8.83K | 0.00% | −14−12.6% | Reduced |
| Atlas Capital Advisors LLC | 99 | $9.01K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 100 | $9.10K | 0.00% | −2,585−96.3% | Reduced |
| Chilton Capital Management LLC | 100 | $9.10K | 0.00% | −33−24.8% | Reduced |
| City State Bank | 100 | $9.10K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 100 | $9.10K | 0.01% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 100 | $9.10K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 100 | $9.10K | 0.00% | 00.0% | Unchanged |
| Summer Road LLC | 100 | $9.10K | 0.01% | +100 | New |