| Avion Wealth | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 13 | $0 | 0.00% | +13 | New |
| Abound Wealth Management | 0 | $7 | 0.00% | −17−100.0% | Reduced |
| Concord Wealth Partners | 1 | $47 | 0.00% | +1 | New |
| Vermillion Wealth Management, Inc. | 1 | $52 | 0.00% | −51−98.1% | Reduced |
| American Capital Advisory, LLC | 2 | $95 | 0.00% | −4−66.7% | Reduced |
| Quaker Wealth Management, LLC | 2 | $95 | 0.00% | +2 | New |
| Bartlett & Co. Wealth Management LLC | 3 | $141 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 3 | $142 | 0.00% | +3 | New |
| Cordant, Inc. | 4 | $186 | 0.00% | +4 | New |
| Kilter Group LLC | 5 | $236 | 0.00% | −28−84.8% | Reduced |
| Ronald Blue Trust, Inc. | 5 | $236 | 0.00% | −11−68.8% | Reduced |
| First Command Advisory Services, Inc. | 5 | $236 | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 5 | $236 | 0.00% | +5 | New |
| MV Capital Management, Inc. | 6 | $283 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 7 | $330 | 0.00% | −29−80.6% | Reduced |
| Planning Strategies Inc. | 7 | $330 | 0.00% | +7 | New |
| Seneschal Advisors, LLC | 7 | $331 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 9 | $432 | 0.00% | +9 | New |
| Tounjian Advisory Partners, LLC | 10 | $471 | 0.00% | −9,200−99.9% | Reduced |
| Financial Management Professionals, Inc. | 12 | $566 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 12 | $566 | 0.00% | +5+71.4% | Added |
| Creative Financial Designs Inc | 12 | $566 | 0.00% | +7+140.0% | Added |
| Lloyd Advisory Services, LLC. | 13 | $596 | 0.00% | +13 | New |
| Arlington Trust Co LLC | 13 | $613 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 14 | $660 | 0.00% | +14 | New |
| 1015 Capital Partners, LLC | 15 | $707 | 0.00% | +5+50.0% | Added |
| Hughes Financial Services, LLC | 16 | $755 | 0.00% | +12+300.0% | Added |
| Trifecta Capital Advisors, LLC | 16 | $755 | 0.00% | +16 | New |
| Dunhill Financial, LLC | 17 | $801 | 0.00% | −2−10.5% | Reduced |
| Cassaday & Co Wealth Management LLC | 18 | $849 | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 18 | $849 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 18 | $849 | 0.00% | +18 | New |
| Glen Eagle Advisors, LLC | 18 | $865 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 19 | $883 | 0.00% | +19 | New |
| WPG Advisers, LLC | 21 | $990 | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Allied Private Wealth LLC | 21 | $1.05K | 0.00% | +21 | New |
| Activest Wealth Management | 23 | $1.08K | 0.00% | −220−90.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 23 | $1.10K | 0.00% | −738−97.0% | Reduced |
| Millstone Evans Group, LLC | 24 | $1.13K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 25 | $1.18K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 26 | $1.22K | 0.00% | +1+4.0% | Added |
| Raffa Wealth Management, LLC | 26 | $1.23K | 0.00% | −41−61.2% | Reduced |
| Brooklyn FI, LLC | 26 | $1.30K | 0.00% | +26 | New |
| Horizon Investments, LLC | 30 | $1.42K | 0.00% | −102−77.3% | Reduced |
| Key Financial Inc | 30 | $1.42K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 30 | $1.42K | 0.00% | +18+150.0% | Added |
| Torren Management, LLC | 31 | $1.45K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 39 | $1.84K | 0.00% | +10+34.5% | Added |
| Newbridge Financial Services Group, Inc. | 40 | $1.89K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 42 | $1.98K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 42 | $1.98K | 0.00% | 00.0% | Unchanged |
| Benson Wealth Management INC | 42 | $1.98K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 42 | $1.98K | 0.00% | +31+281.8% | Added |
| Key Capital Management, INC | 45 | $2.12K | 0.00% | −240−84.2% | Reduced |
| Quarry LP | 47 | $2.22K | 0.00% | −1,084−95.8% | Reduced |
| Piscataqua Savings Bank | 50 | $2.36K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 50 | $2.36K | 0.00% | −50−50.0% | Reduced |
| Sunrise Financial Services, LLC | 52 | $2.45K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 54 | $2.55K | 0.00% | −8−12.9% | Reduced |
| Islay Capital Management, LLC | 55 | $2.59K | 0.00% | −160−74.4% | Reduced |
| Retirement Wealth Solutions LLC | 57 | $2.69K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 60 | $2.86K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 62 | $2.92K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 63 | $2.97K | 0.00% | +17+37.0% | Added |
| Institute for Wealth Management, LLC. | 63 | $2.97K | 0.00% | +63 | New |
| Delta Asset Management LLC | 65 | $3.06K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 71 | $3.35K | 0.00% | −4−5.3% | Reduced |
| Bell Investment Advisors, Inc | 81 | $3.82K | 0.00% | 00.0% | Unchanged |
| Paladin Partners, LLC | 82 | $3.87K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 82 | $3.87K | 0.00% | +82 | New |
| Reyes Financial Architecture, Inc. | 88 | $4.15K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 90 | $4.24K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 93 | $4.39K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 97 | $4.58K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $4.72K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 103 | $4.86K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 105 | $4.95K | 0.00% | +11+11.7% | Added |
| Private Wealth Management Group, LLC | 106 | $5.00K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 108 | $5.09K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 112 | $5.28K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 116 | $5.47K | 0.00% | +22+23.4% | Added |
| NBC Securities, Inc. | 117 | $5.52K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 118 | $5.57K | 0.00% | +81+218.9% | Added |
| Salomon & Ludwin, LLC | 125 | $5.99K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 130 | $6.04K | 0.00% | +130 | New |
| Old Second National Bank of Aurora | 138 | $6.51K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 150 | $7.08K | 0.00% | +38+33.9% | Added |
| Owl Creek Wealth Partners LLC | 175 | $8.25K | 0.00% | +20+12.9% | Added |
| Bruce G. Allen Investments, LLC | 182 | $8.58K | 0.01% | +3+1.7% | Added |
| Thompson Investment Management, Inc. | 185 | $8.72K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 190 | $8.96K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 196 | $9.24K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 196 | $9.24K | 0.00% | −12−5.8% | Reduced |
| Group One Trading, L.P. | 199 | $9.38K | 0.00% | +199 | New |
| Virginia Estate & Retirement Planning Advisors Inc. | 203 | $9.57K | 0.01% | +203 | New |
| Signaturefd, LLC | 209 | $9.85K | 0.00% | −19−8.3% | Reduced |
| Farmers & Merchants Investments Inc | 221 | $10.4K | 0.00% | 00.0% | Unchanged |