| Avion Wealth | 14 | $0 | 0.00% | −9−39.1% | Reduced |
| Kiker Wealth Management, LLC | 1 | $47 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $57 | 0.00% | +1 | New |
| Vermillion Wealth Management, Inc. | 1 | $60 | 0.00% | −39−97.5% | Reduced |
| Total Investment Management Inc | 1 | $71 | 0.00% | +1 | New |
| Semmax Financial Advisors Inc. | 3 | $150 | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 3 | $223 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 4 | $225 | 0.00% | −5−55.6% | Reduced |
| First Command Advisory Services, Inc. | 5 | $280 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 5 | $281 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 5 | $281 | 0.00% | +5 | New |
| Kilter Group LLC | 5 | $281 | 0.00% | +5 | New |
| Rialto Wealth Management, LLC | 6 | $337 | 0.00% | −2−25.0% | Reduced |
| Ameritas Advisory Services, LLC | 8 | $448 | 0.00% | −4,129−99.8% | Reduced |
| True Wealth Design, LLC | 8 | $449 | 0.00% | −298−97.4% | Reduced |
| Stephens Consulting, LLC | 10 | $561 | 0.00% | +10 | New |
| Sound Income Strategies, LLC | 10 | $564 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 11 | $616 | 0.00% | +3+37.5% | Added |
| Arlington Trust Co LLC | 11 | $617 | 0.00% | +11 | New |
| Financial Management Professionals, Inc. | 12 | $673 | 0.00% | −4−25.0% | Reduced |
| Principia Wealth Advisory, LLC | 13 | $729 | 0.00% | +4+44.4% | Added |
| CVA Family Office, LLC | 15 | $841 | 0.00% | −11−42.3% | Reduced |
| Transce3nd, LLC | 16 | $897 | 0.00% | +16 | New |
| Parkworth Wealth Management, Inc. | 17 | $953 | 0.00% | +5+41.7% | Added |
| Abound Wealth Management | 17 | $961 | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 9 | $1.00K | 0.00% | −210−95.9% | Reduced |
| Ogorek Anthony Joseph | 27 | $1.00K | 0.00% | −64−70.3% | Reduced |
| HFM Investment Advisors, LLC | 18 | $1.01K | 0.00% | +11+157.1% | Added |
| UMA Financial Services, Inc. | 18 | $1.01K | 0.00% | +18 | New |
| Glen Eagle Advisors, LLC | 18 | $1.03K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 20 | $1.12K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 22 | $1.23K | 0.00% | −13−37.1% | Reduced |
| Raffa Wealth Management, LLC | 23 | $1.29K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 24 | $1.34K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 25 | $1.40K | 0.00% | +13+108.3% | Added |
| SJS Investment Consulting Inc. | 37 | $2.08K | 0.00% | −27−42.2% | Reduced |
| NewSquare Capital LLC | 38 | $2.13K | 0.00% | −197−83.8% | Reduced |
| Zions Bancorporation, National Association | 38 | $2.13K | 0.00% | −9−19.1% | Reduced |
| Scarborough Advisors, LLC | 38 | $2.13K | 0.00% | +38 | New |
| Toth Financial Advisory Corp | 40 | $2.24K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 42 | $2.35K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 43 | $2.41K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 43 | $2.41K | 0.00% | +43 | New |
| Kayne Anderson Rudnick Investment Management LLC | 44 | $2.47K | 0.00% | +1+2.3% | Added |
| HM Payson & Co | 46 | $2.58K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 46 | $2.58K | 0.00% | +30+187.5% | Added |
| South State Corp. | 49 | $2.75K | 0.00% | −6−10.9% | Reduced |
| Piscataqua Savings Bank | 50 | $2.80K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 50 | $2.80K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 58 | $3.25K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 58 | $3.25K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 60 | $3.31K | 0.00% | +60 | New |
| AdvisorNet Financial, Inc | 60 | $3.36K | 0.00% | −2−3.2% | Reduced |
| Country Trust Bank | 62 | $3.48K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 62 | $3.48K | 0.00% | +44+244.4% | Added |
| DiNuzzo Private Wealth, Inc. | 63 | $3.53K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 63 | $3.53K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 64 | $3.59K | 0.00% | +63+6,300.0% | Added |
| Delta Asset Management LLC | 65 | $3.64K | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 66 | $3.70K | 0.00% | 00.0% | Unchanged |
| GFG Capital, LLC | 67 | $3.76K | 0.00% | +67 | New |
| Bell Investment Advisors, Inc | 71 | $3.98K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 75 | $4.21K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 76 | $4.26K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 77 | $4.31K | 0.00% | +1+1.3% | Added |
| Tompkins Financial Corp | 77 | $4.32K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 86 | $4.82K | 0.00% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 88 | $4.93K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 90 | $5.04K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 93 | $5.21K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 94 | $5.27K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $5.61K | 0.00% | 00.0% | Unchanged |
| Curat Global, LLC | 100 | $5.61K | 0.01% | +100 | New |
| Private Wealth Management Group, LLC | 106 | $5.94K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 117 | $6.00K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 108 | $6.05K | 0.00% | −2−1.8% | Reduced |
| Aventura Private Wealth, LLC | 108 | $6.05K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 108 | $6.05K | 0.00% | −305−73.8% | Reduced |
| Ridgewood Investments LLC | 110 | $6.18K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 120 | $6.73K | 0.01% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 125 | $7.01K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 138 | $7.74K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 143 | $8.02K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 145 | $8.13K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 146 | $8.19K | 0.00% | +11+8.1% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 148 | $8.30K | 0.00% | +148 | New |
| Bogart Wealth, LLC | 168 | $9.41K | 0.00% | +160+2,000.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 169 | $9.47K | 0.00% | +169 | New |
| Retirement Wealth Solutions LLC | 173 | $9.73K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 176 | $9.87K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 174 | $10.0K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 170 | $10.2K | 0.00% | +170 | New |
| Thompson Investment Management, Inc. | 185 | $10.4K | 0.00% | −171−48.0% | Reduced |
| Flagship Wealth Advisors, LLC | 196 | $11.0K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 206 | $11.5K | 0.00% | +67+48.2% | Added |
| Signaturefd, LLC | 209 | $11.7K | 0.00% | −49−19.0% | Reduced |
| Farmers & Merchants Investments Inc | 209 | $11.7K | 0.00% | +32+18.1% | Added |
| Duncker Streett & Co Inc | 216 | $12.1K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 235 | $13.5K | 0.00% | +235 | New |
| Maryland Capital Advisors Inc. | 243 | $13.6K | 0.01% | +243 | New |