| Glen Eagle Advisors, LLC | 1 | $116 | 0.00% | −20−95.2% | Reduced |
| IMA Wealth, Inc. | 2 | $224 | 0.00% | +1+100.0% | Added |
| Davis Capital Management | 2 | $224 | 0.00% | +2 | New |
| Quest 10 Wealth Builders, Inc. | 2 | $265 | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 4 | $448 | 0.00% | +4 | New |
| Breakwater Investment Management | 4 | $449 | 0.00% | +4 | New |
| Bear Mountain Capital, Inc. | 5 | $530 | 0.00% | +5 | New |
| DecisionPoint Financial, LLC | 5 | $557 | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 5 | $561 | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 5 | $561 | 0.00% | +5 | New |
| American Capital Advisory, LLC | 6 | $673 | 0.00% | +1+20.0% | Added |
| Palisade Asset Management, LLC | 7 | $785 | 0.00% | +7 | New |
| Picton Mahoney Asset Management | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ball & Co Wealth Management Inc. | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 16 | $1.00K | 0.00% | +16 | New |
| Dogwood Wealth Management LLC | 9 | $1.01K | 0.00% | −32−78.0% | Reduced |
| Logan Capital Management Inc | 9 | $1.01K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 9 | $1.01K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 10 | $1.12K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 10 | $1.12K | 0.00% | +10 | New |
| Prestige Wealth Management Group LLC | 11 | $1.23K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 12 | $1.34K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 12 | $1.34K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 13 | $1.46K | 0.00% | 00.0% | Unchanged |
| Family Legacy Financial Solutions, LLC | 13 | $1.46K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 14 | $1.57K | 0.00% | +14 | New |
| Steigerwald, Gordon & Koch Inc. | 15 | $1.68K | 0.00% | +15 | New |
| Trifecta Capital Advisors, LLC | 16 | $1.79K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 16 | $1.79K | 0.00% | +16 | New |
| Aspect Partners, LLC | 17 | $1.91K | 0.00% | −1−5.6% | Reduced |
| HFM Investment Advisors, LLC | 18 | $2.02K | 0.00% | −1−5.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 18 | $2.02K | 0.00% | +18 | New |
| Dunhill Financial, LLC | 19 | $2.09K | 0.00% | −2−9.5% | Reduced |
| New Millennium Group LLC | 19 | $2.13K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 20 | $2.24K | 0.00% | +20 | New |
| Cedar Mountain Advisors, LLC | 20 | $2.24K | 0.00% | +20 | New |
| ZRC Wealth Management, LLC | 20 | $2.24K | 0.00% | +20 | New |
| Grey Fox Wealth Advisors, LLC | 23 | $2.58K | 0.00% | +23 | New |
| Albion Financial Group | 24 | $2.69K | 0.00% | +14+140.0% | Added |
| Cherry Tree Wealth Management, LLC | 25 | $2.80K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 25 | $2.80K | 0.00% | +25 | New |
| Hughes Financial Services, LLC | 27 | $2.88K | 0.00% | +9+50.0% | Added |
| Oakworth Capital, Inc. | 26 | $2.92K | 0.00% | 00.0% | Unchanged |
| Imprint Wealth LLC | 26 | $2.92K | 0.01% | +26 | New |
| Raffa Wealth Management, LLC | 28 | $3.14K | 0.00% | +14+100.0% | Added |
| Costello Asset Management, INC | 29 | $3.25K | 0.00% | −21−42.0% | Reduced |
| Hollencrest Capital Management | 30 | $3.36K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 30 | $3.36K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 30 | $3.36K | 0.00% | +17+130.8% | Added |
| Heartwood Wealth Advisors LLC | 33 | $3.70K | 0.00% | +33 | New |
| Bay Harbor Wealth Management, LLC | 34 | $3.81K | 0.00% | +15+78.9% | Added |
| Glass Jacobson Investment Advisors llc | 34 | $3.81K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 34 | $3.81K | 0.00% | +7+25.9% | Added |
| Wealth Preservation Advisors, LLC | 35 | $3.92K | 0.00% | −99−73.9% | Reduced |
| WealthCollab, LLC | 35 | $3.92K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 35 | $3.92K | 0.00% | +10+40.0% | Added |
| Sawyer & Company, Inc | 35 | $4.00K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 35 | $4.02K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 38 | $4.26K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 39 | $4.37K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 41 | $4.60K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 41 | $4.65K | 0.17% | +31+310.0% | Added |
| Byrne Asset Management LLC | 42 | $4.71K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 44 | $4.97K | 0.00% | +12+37.5% | Added |
| Penserra Capital Management LLC | 48 | $5.00K | 0.00% | −3,665−98.7% | Reduced |
| Bare Financial Services, Inc | 46 | $5.16K | 0.00% | −2−4.2% | Reduced |
| Cape Investment Advisory, Inc. | 47 | $5.27K | 0.01% | +33+235.7% | Added |
| High Note Wealth, LLC | 48 | $5.38K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 49 | $5.49K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 49 | $5.49K | 0.00% | +49 | New |
| Tortoise Investment Management, LLC | 50 | $5.61K | 0.00% | +9+22.0% | Added |
| Centerpoint Advisors, LLC | 58 | $6.00K | 0.00% | +54+1,350.0% | Added |
| Investors Research Corp | 54 | $6.05K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 55 | $6.12K | 0.00% | +11+25.0% | Added |
| DiNuzzo Private Wealth, Inc. | 51 | $6.37K | 0.00% | +2+4.1% | Added |
| Consultiva Wealth Management, Corp. | 57 | $6.39K | 0.02% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 58 | $6.50K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 58 | $6.50K | 0.00% | +41+241.2% | Added |
| CBIZ Investment Advisory Services, LLC | 59 | $6.62K | 0.00% | +8+15.7% | Added |
| J.Safra Asset Management Corp | 60 | $6.73K | 0.00% | +60 | New |
| Westfuller Advisors, LLC | 61 | $6.83K | 0.00% | +61 | New |
| Concord Wealth Partners | 61 | $6.84K | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 61 | $6.84K | 0.00% | +61 | New |
| Marquette Asset Management, LLC | 64 | $7.18K | 0.00% | +64 | New |
| Kayne Anderson Rudnick Investment Management LLC | 64 | $7.27K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 65 | $7.29K | 0.00% | +65 | New |
| Cornerstone Planning Group LLC | 70 | $7.39K | 0.00% | −18−20.5% | Reduced |
| Golden State Wealth Management, LLC | 66 | $7.40K | 0.00% | −32−32.7% | Reduced |
| West Branch Capital LLC | 66 | $7.40K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 67 | $7.51K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 68 | $7.62K | 0.03% | −17−20.0% | Reduced |
| Financial Management Professionals, Inc. | 68 | $7.62K | 0.00% | −4−5.6% | Reduced |
| Abound Wealth Management | 70 | $7.90K | 0.00% | −2−2.8% | Reduced |
| Frazier Financial Advisors, LLC | 71 | $7.96K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 75 | $8.41K | 0.00% | +52+226.1% | Added |
| Financial Consulate, Inc | 76 | $8.52K | 0.00% | +76 | New |
| Horizon Financial Services, LLC | 77 | $8.63K | 0.00% | +58+305.3% | Added |
| Pacifica Partners Inc. | 78 | $8.68K | 0.00% | +37+90.2% | Added |