| Wood Tarver Financial Group, LLC | 2 | $0 | 0.00% | +2 | New |
| Y.D. More Investments Ltd | 202 | $68 | 0.00% | +121+149.4% | Added |
| Paloma Partners Management Co | 1 | $123 | 0.00% | −7,646−100.0% | Reduced |
| NBC Securities, Inc. | 1 | $220 | 0.02% | −1,951−99.9% | Reduced |
| SWAN Capital LLC | 3 | $368 | 0.00% | +3 | New |
| Sugar Maple Asset Management, LLC | 5 | $613 | 0.00% | +5 | New |
| MPWM Advisory Solutions, LLC | 5 | $613 | 0.00% | +5 | New |
| Center for Financial Planning, Inc. | 7 | $859 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 7 | $865 | 0.00% | +7 | New |
| Iron Horse Wealth Management, LLC | 8 | $981 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ball & Co Wealth Management Inc. | 15 | $1.00K | 0.00% | +15 | New |
| Principia Wealth Advisory, LLC | 9 | $1.10K | 0.00% | +9 | New |
| Nemes Rush Group LLC | 10 | $1.23K | 0.00% | −287−96.6% | Reduced |
| Estabrook Capital Management | 10 | $1.23K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 10 | $1.23K | 0.00% | +10 | New |
| Logan Capital Management Inc | 12 | $1.47K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 13 | $1.59K | 0.00% | +13 | New |
| WealthTrak Capital Management LLC | 13 | $1.59K | 0.00% | +13 | New |
| NVWM, LLC | 15 | $1.84K | 0.00% | +5+50.0% | Added |
| Trifecta Capital Advisors, LLC | 16 | $1.96K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 19 | $2.33K | 0.00% | 00.0% | Unchanged |
| Advantage Trust Co | 21 | $2.53K | 0.00% | +21 | New |
| Tortoise Investment Management, LLC | 21 | $2.57K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 21 | $2.57K | 0.11% | +21 | New |
| Glen Eagle Advisors, LLC | 21 | $2.58K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 23 | $2.82K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 27 | $3.31K | 0.00% | +27 | New |
| Live Oak Investment Partners | – | $3.68K | 0.00% | – | – |
| 1620 Investment Advisors, Inc. | 30 | $3.68K | 0.00% | +30 | New |
| Prestige Wealth Management Group LLC | 31 | $3.80K | 0.00% | +10+47.6% | Added |
| Altshuler Shaham Ltd | 32 | $3.92K | 0.00% | +1+3.2% | Added |
| Glass Jacobson Investment Advisors llc | 34 | $4.17K | 0.00% | +34 | New |
| New Wave Wealth Advisors LLC | 34 | $4.17K | 0.00% | +34 | New |
| ESL Trust Services, LLC | 35 | $4.29K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 35 | $4.29K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 36 | $4.41K | 0.00% | −14−28.0% | Reduced |
| Cherry Tree Wealth Management, LLC | 36 | $4.41K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 37 | $4.54K | 0.00% | +23+164.3% | Added |
| Tucker Asset Management LLC | 38 | $4.66K | 0.00% | +38 | New |
| Private Wealth Management Group, LLC | 38 | $4.66K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 40 | $4.90K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 40 | $4.90K | 0.00% | +6+17.6% | Added |
| SJS Investment Consulting Inc. | 42 | $5.15K | 0.00% | −64−60.4% | Reduced |
| Demars Financial Group, LLC | 643,156 | $5.25K | 0.17% | +638,020+12,422.5% | Added |
| Creekmur Asset Management LLC | 43 | $5.27K | 0.00% | −27−38.6% | Reduced |
| TFC Financial Management | 45 | $5.52K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 45 | $5.52K | 0.00% | +10+28.6% | Added |
| DiNuzzo Private Wealth, Inc. | 48 | $5.88K | 0.00% | +1+2.1% | Added |
| High Note Wealth, LLC | 48 | $5.88K | 0.00% | +48 | New |
| Avalon Trust Co | 50 | $6.13K | 0.00% | +50 | New |
| Cassady Schiller Wealth Management, LLC | 50 | $6.13K | 0.00% | +50 | New |
| True Wealth Design, LLC | 53 | $6.44K | 0.00% | +27+103.8% | Added |
| Investors Research Corp | 54 | $6.62K | 0.00% | +35+184.2% | Added |
| Atala Financial Inc | 55 | $6.74K | 0.00% | +55 | New |
| Park Place Capital Corp | 56 | $6.86K | 0.00% | −9−13.8% | Reduced |
| Consultiva Wealth Management, Corp. | 57 | $6.99K | 0.04% | +57 | New |
| Conquis Financial LLC | 57 | $6.99K | 0.01% | +57 | New |
| Lummis Asset Management, LP | 58 | $7.11K | 0.01% | 00.0% | Unchanged |
| FPC Investment Advisory, Inc. | 58 | $7.30K | 0.01% | +39+205.3% | Added |
| Eagle Bay Advisors LLC | 60 | $7.36K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 61 | $7.48K | 0.00% | −260−81.0% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 63 | $7.72K | 0.02% | +3+5.0% | Added |
| Highline Wealth Partners LLC | 64 | $7.86K | 0.00% | −12−15.8% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 72 | $8.00K | 0.01% | −3,782−98.1% | Reduced |
| Cetera Trust Company, N.A | 67 | $8.21K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 63 | $8.31K | 0.00% | −3−4.5% | Reduced |
| Red Tortoise LLC | 68 | $8.34K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 71 | $8.70K | 0.00% | +4+6.0% | Added |
| Frazier Financial Advisors, LLC | 74 | $8.92K | 0.01% | +3+4.2% | Added |
| CNB Bank | 77 | $9.44K | 0.00% | −154−66.7% | Reduced |
| New Millennium Group LLC | 79 | $9.68K | 0.01% | +18+29.5% | Added |
| Coppell Advisory Solutions LLC | 81 | $9.77K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 86 | $10.5K | 0.00% | +86 | New |
| Abound Wealth Management | 87 | $10.7K | 0.00% | −9−9.4% | Reduced |
| Compass Planning Associates Inc | 88 | $10.8K | 0.01% | +88 | New |
| REAP Financial Group, LLC | 92 | $11.3K | 0.00% | +1+1.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 92 | $11.3K | 0.00% | +29+46.0% | Added |
| Archer Investment Corp | 97 | $11.9K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 100 | $12.3K | 0.00% | −29−22.5% | Reduced |
| Tanglewood Legacy Advisors, LLC | 100 | $12.3K | 0.01% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 100 | $12.3K | 0.00% | +100 | New |
| Dunhill Financial, LLC | 100 | $12.3K | 0.01% | −126−55.8% | Reduced |
| Adirondack Trust Co | 104 | $12.7K | 0.00% | −11−9.6% | Reduced |
| Holos Integrated Wealth LLC | 105 | $12.9K | 0.01% | +105 | New |
| Rakuten Securities, Inc. | 111 | $13.6K | 0.01% | +8+7.8% | Added |
| Barrett & Company, Inc. | 111 | $13.6K | 0.01% | +1+0.9% | Added |
| Vermillion Wealth Management, Inc. | 114 | $14.0K | 0.01% | +114 | New |
| City State Bank | 115 | $14.1K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 124 | $15.2K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 126 | $15.4K | 0.00% | −27−17.6% | Reduced |
| Slocum, Gordon & Co LLP | 126 | $15.4K | 0.01% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 127 | $15.6K | 0.01% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 128 | $15.7K | 0.00% | +128 | New |
| UMA Financial Services, Inc. | 128 | $15.7K | 0.00% | +128 | New |
| Beacon Capital Management, LLC | 130 | $15.9K | 0.00% | +97+293.9% | Added |
| ORG Wealth Partners, LLC | 133 | $16.3K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 135 | $16.5K | 0.00% | +135 | New |
| Sittner & Nelson, LLC | 140 | $17.2K | 0.01% | 00.0% | Unchanged |