| Aventura Private Wealth, LLC | 0 | $11 | 0.00% | −56−100.0% | Reduced |
| Private Wealth Asset Management, LLC | 1 | $47 | 0.00% | −3−75.0% | Reduced |
| Napier Financial, LLC | 1 | $47 | 0.00% | +1 | New |
| SOA Wealth Advisors, LLC. | 1 | $53 | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 2 | $94 | 0.00% | −2,544−99.9% | Reduced |
| Seneschal Advisors, LLC | 2 | $94 | 0.00% | −4−66.7% | Reduced |
| Hartford Financial Management Inc. | 2 | $94 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 2 | $94 | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 2 | $94 | 0.00% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 3 | $141 | 0.00% | −293,472−100.0% | Reduced |
| HFM Investment Advisors, LLC | 3 | $141 | 0.00% | −10−76.9% | Reduced |
| Westside Investment Management, Inc. | 3 | $141 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 3 | $141 | 0.00% | +2+200.0% | Added |
| Synergy Investment Management, LLC | 3 | $141 | 0.00% | +3 | New |
| ROSS\JOHNSON & Associates LLC | 4 | $188 | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 5 | $235 | 0.00% | +5 | New |
| Curio Wealth, LLC | 5 | $235 | 0.00% | +5 | New |
| Nvest Wealth Strategies, Inc. | 6 | $282 | 0.00% | +6 | New |
| United Community Bank | 7 | $328 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 8 | $376 | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 8 | $376 | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 9 | $407 | 0.00% | 00.0% | Unchanged |
| Vision Retirement, LLC | 10 | $469 | 0.00% | +10 | New |
| Investors Portfolio Services LLC | 11 | $499 | 0.00% | +1+10.0% | Added |
| Paladin Partners, LLC | 11 | $516 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 12 | $563 | 0.00% | +12 | New |
| Gill Capital Partners, LLC | 13 | $610 | 0.00% | +13 | New |
| Dunhill Financial, LLC | 14 | $684 | 0.00% | −36−72.0% | Reduced |
| Archer Investment Corp | 15 | $704 | 0.00% | −50−76.9% | Reduced |
| Nalls Sherbakoff Group, LLC | 16 | $751 | 0.00% | −30−65.2% | Reduced |
| WestEnd Advisors, LLC | 16 | $751 | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 17 | $797 | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 18 | $844 | 0.00% | −6−25.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 18 | $845 | 0.00% | −21−53.8% | Reduced |
| Vermillion Wealth Management, Inc. | 19 | $891 | 0.00% | +3+18.8% | Added |
| Rakuten Securities, Inc. | 19 | $891 | 0.00% | +19 | New |
| Dogwood Wealth Management LLC | 20 | $938 | 0.00% | −19−48.7% | Reduced |
| Hughes Financial Services, LLC | 20 | $938 | 0.00% | +20 | New |
| American Capital Advisory, LLC | 20 | $939 | 0.00% | +15+300.0% | Added |
| Beacon Investment Advisory Services, Inc. | 20 | $939 | 0.00% | +20 | New |
| Bay Harbor Wealth Management, LLC | 21 | $985 | 0.00% | −25−54.3% | Reduced |
| Strive Financial Group ,LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 22 | $1.03K | 0.00% | +22 | New |
| Triumph Capital Management | 23 | $1.08K | 0.00% | −17−42.5% | Reduced |
| Hoey Investments, Inc | 25 | $1.17K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 25 | $1.18K | 0.00% | −92−78.6% | Reduced |
| Whipplewood Advisors, LLC | 26 | $1.22K | 0.00% | +26 | New |
| Owl Creek Wealth Partners LLC | 26 | $1.22K | 0.00% | +26 | New |
| Sunrise Financial Services, LLC | 29 | $1.36K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 30 | $1.41K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 30 | $1.41K | 0.00% | +30 | New |
| Aspect Partners, LLC | 31 | $1.45K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 32 | $1.50K | 0.00% | +32 | New |
| High Note Wealth, LLC | 34 | $1.59K | 0.00% | +28+466.7% | Added |
| Fortitude Family Office, LLC | 35 | $1.64K | 0.00% | −59−62.8% | Reduced |
| Darwin Advisors, LLC | 35 | $1.68K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 39 | $1.83K | 0.00% | +39 | New |
| Lloyd Advisory Services, LLC. | 40 | $1.88K | 0.00% | −159−79.9% | Reduced |
| Kingdom Financial Group LLC. | 40 | $1.88K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 40 | $1.88K | 0.00% | −8−16.7% | Reduced |
| WPG Advisers, LLC | 41 | $1.92K | 0.00% | −22−34.9% | Reduced |
| Rialto Wealth Management, LLC | 44 | $2.06K | 0.00% | +19+76.0% | Added |
| Highline Wealth Partners LLC | 45 | $2.11K | 0.00% | +45 | New |
| Spire Wealth Management | 46 | $2.16K | 0.00% | −1,253−96.5% | Reduced |
| Kilter Group LLC | 46 | $2.16K | 0.00% | +10+27.8% | Added |
| Albion Financial Group | 46 | $2.16K | 0.00% | +28+155.6% | Added |
| Wall Street Financial Group, Inc. | 46 | $2.16K | 0.00% | +46 | New |
| Wiser Advisor Group LLC | 48 | $2.23K | 0.00% | +1+2.1% | Added |
| McIlrath & Eck, LLC | 50 | $2.35K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 50 | $2.35K | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 50 | $2.35K | 0.00% | +50 | New |
| Cedar Mountain Advisors, LLC | 51 | $2.39K | 0.00% | +51 | New |
| PFS Partners, LLC | 51 | $2.39K | 0.00% | −15−22.7% | Reduced |
| Trust Co | 52 | $2.44K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 55 | $2.58K | 0.00% | +55 | New |
| CrossGen Wealth, LLC | 59 | $2.75K | 0.00% | +1+1.7% | Added |
| Principia Wealth Advisory, LLC | 62 | $2.91K | 0.00% | +38+158.3% | Added |
| AdvisorNet Financial, Inc | 63 | $2.96K | 0.00% | −37−37.0% | Reduced |
| Truvestments Capital LLC | 64 | $3.00K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 65 | $3.05K | 0.00% | −28−30.1% | Reduced |
| Cornerstone Financial Management LLC | 68 | $3.19K | 0.00% | −5−6.8% | Reduced |
| Davis Capital Management | 70 | $3.29K | 0.00% | −2−2.8% | Reduced |
| Strategic Wealth Partners, Ltd. | 71 | $3.33K | 0.00% | −24−25.3% | Reduced |
| Clark Wealth Partners | 72 | $3.38K | 0.00% | +72 | New |
| Manning & Napier Advisors LLC | 73 | $3.46K | 0.00% | +73 | New |
| MJT & Associates Financial Advisory Group, Inc. | 77 | $3.61K | 0.00% | 00.0% | Unchanged |
| Bard Associates Inc | 82 | $3.85K | 0.00% | +30+57.7% | Added |
| Stephenson National Bank & Trust | 91 | $4.27K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 92 | $4.32K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 94 | $4.41K | 0.00% | −4−4.1% | Reduced |
| Tower Trust & Investment Co | 98 | $4.60K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 99 | $4.64K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 100 | $4.69K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 102 | $4.78K | 0.00% | +1+1.0% | Added |
| Horizon Financial Services, LLC | 103 | $4.83K | 0.00% | +32+45.1% | Added |
| Costello Asset Management, INC | 106 | $4.97K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 117 | $5.00K | 0.00% | −12−9.3% | Reduced |
| Bell Investment Advisors, Inc | 111 | $5.21K | 0.00% | +76+217.1% | Added |
| Barrett & Company, Inc. | 111 | $5.22K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 112 | $5.25K | 0.00% | +66+143.5% | Added |
