| Roble, Belko & Company, Inc | 6 | $0 | 0.00% | +6 | New |
| Hartford Financial Management Inc. | 2 | $150 | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 2 | $181 | 0.00% | +2 | New |
| SOA Wealth Advisors, LLC. | 3 | $245 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 4 | $299 | 0.00% | +4 | New |
| ROSS\JOHNSON & Associates LLC | 4 | $299 | 0.01% | +4 | New |
| Dogwood Wealth Management LLC | 4 | $299 | 0.00% | +4 | New |
| Osterweis Capital Management Inc | 5 | $373 | 0.00% | +5 | New |
| HFM Investment Advisors, LLC | 5 | $374 | 0.00% | +5 | New |
| Parkworth Wealth Management, Inc. | 6 | $448 | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 6 | $448 | 0.00% | +6 | New |
| CBIZ Investment Advisory Services, LLC | 7 | $523 | 0.00% | +7 | New |
| Bare Financial Services, Inc | 7 | $523 | 0.00% | +7 | New |
| NVWM, LLC | 8 | $597 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 10 | $747 | 0.00% | −23−69.7% | Reduced |
| Rialto Wealth Management, LLC | 10 | $747 | 0.00% | +10 | New |
| Principia Wealth Advisory, LLC | 11 | $797 | 0.00% | −1−8.3% | Reduced |
| MPWM Advisory Solutions, LLC | 11 | $821 | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 12 | $896 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 13 | $970 | 0.00% | +13 | New |
| JCIC Asset Management Inc. | 13 | $971 | 0.00% | +13 | New |
| Transamerica Financial Advisors, Inc. | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 14 | $1.05K | 0.00% | 00.0% | Unchanged |
| Nova Wealth Management, Inc. | 14 | $1.05K | 0.00% | +14 | New |
| Core Alternative Capital | 15 | $1.12K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 16 | $1.20K | 0.00% | +11+220.0% | Added |
| LRI Investments, LLC | 18 | $1.34K | 0.00% | +18 | New |
| Albion Financial Group | 18 | $1.34K | 0.00% | −25−58.1% | Reduced |
| TFC Financial Management | 18 | $1.34K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 19 | $1.37K | 0.00% | +6+46.2% | Added |
| Activest Wealth Management | 21 | $1.57K | 0.00% | +20+2,000.0% | Added |
| Trifecta Capital Advisors, LLC | 21 | $1.57K | 0.00% | −192−90.1% | Reduced |
| Ameriflex Group, Inc. | 23 | $1.72K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 23 | $1.74K | 0.00% | −143−86.1% | Reduced |
| Bell Investment Advisors, Inc | 24 | $1.79K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 25 | $1.87K | 0.00% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 29 | $2.00K | 0.00% | −27,702−99.9% | Reduced |
| Clark Wealth Partners | 27 | $2.02K | 0.00% | −1−3.6% | Reduced |
| Park Place Capital Corp | 28 | $2.09K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 28 | $2.12K | 0.00% | −42−60.0% | Reduced |
| Beacon Capital Management, LLC | 29 | $2.17K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 30 | $2.24K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 31 | $2.31K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 33 | $2.46K | 0.00% | +1+3.1% | Added |
| SJS Investment Consulting Inc. | 35 | $2.61K | 0.00% | +3+9.4% | Added |
| Darwin Advisors, LLC | 35 | $2.83K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 41 | $3.06K | 0.00% | −200−83.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 41 | $3.06K | 0.00% | +8+24.2% | Added |
| Hughes Financial Services, LLC | 42 | $3.13K | 0.00% | +42 | New |
| WealthCollab, LLC | 42 | $3.14K | 0.00% | +42 | New |
| Fairman Group, LLC | 40 | $3.23K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 45 | $3.38K | 0.00% | +45 | New |
| Cornerstone Planning Group LLC | 43 | $3.42K | 0.00% | −8−15.7% | Reduced |
| Wiser Advisor Group LLC | 46 | $3.46K | 0.01% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 47 | $3.51K | 0.01% | −7−13.0% | Reduced |
| First Pacific Financial | 48 | $3.58K | 0.00% | −15−23.8% | Reduced |
| BankPlus Trust Department | 48 | $3.58K | 0.00% | +48 | New |
| Barnes Dennig Private Wealth Management LLC | 49 | $3.66K | 0.01% | +49 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 49 | $3.66K | 0.00% | −11−18.3% | Reduced |
| LGT Financial Advisors LLC | 49 | $3.67K | 0.01% | −349−87.7% | Reduced |
| McIlrath & Eck, LLC | 50 | $3.73K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 50 | $3.73K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 50 | $3.73K | 0.00% | +50 | New |
| High Note Wealth, LLC | 51 | $3.81K | 0.00% | 00.0% | Unchanged |
| Promus Capital, LLC | 51 | $3.81K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 40 | $4.11K | 0.00% | −15−27.3% | Reduced |
| Hoey Investments, Inc | 57 | $4.26K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 60 | $4.48K | 0.00% | +60 | New |
| Frazier Financial Advisors, LLC | 63 | $4.71K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 64 | $4.78K | 0.00% | +64 | New |
| Bernard Wealth Management Corp. | 64 | $4.78K | 0.00% | +64 | New |
| Capital Advisors, Ltd. LLC | 72 | $5.00K | 0.00% | −13−15.3% | Reduced |
| Abound Wealth Management | 67 | $5.01K | 0.00% | −32−32.3% | Reduced |
| Davis Capital Management | 68 | $5.10K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 68 | $5.10K | 0.00% | +53+353.3% | Added |
| Sachetta, LLC | 69 | $5.15K | 0.00% | −8−10.4% | Reduced |
| Iron Horse Wealth Management, LLC | 72 | $5.38K | 0.00% | +72 | New |
| Truvestments Capital LLC | 75 | $5.60K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 80 | $5.97K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 80 | $5.97K | 0.00% | +3+3.9% | Added |
| Spire Wealth Management | 81 | $6.05K | 0.00% | +59+268.2% | Added |
| Rosenberg Matthew Hamilton | 86 | $6.42K | 0.00% | −51−37.2% | Reduced |
| Raffa Wealth Management, LLC | 88 | $6.57K | 0.00% | 00.0% | Unchanged |
| Christopher J. Hasenberg, Inc | 89 | $6.64K | 0.00% | 00.0% | Unchanged |
| Trust Co | 89 | $6.65K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 92 | $6.87K | 0.00% | −119−56.4% | Reduced |
| Medallion Wealth Advisors, LLC | 92 | $6.87K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 103 | $7.00K | 0.00% | +1+1.0% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 96 | $7.17K | 0.01% | +96 | New |
| Oakworth Capital, Inc. | 99 | $7.39K | 0.00% | +99 | New |
| Cordant, Inc. | 99 | $7.39K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 99 | $7.42K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 100 | $7.47K | 0.00% | +100 | New |
| Tower Trust & Investment Co | 98 | $7.73K | 0.01% | +98 | New |
| Atala Financial Inc | 106 | $7.92K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 106 | $7.92K | 0.00% | +106 | New |
| Pacifica Partners Inc. | 107 | $7.97K | 0.00% | +107 | New |
| Barrett & Company, Inc. | 109 | $8.16K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 111 | $8.29K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 133 | $9.93K | 0.00% | +20+17.7% | Added |