| Coston, McIsaac & Partners | 11 | $0 | 0.00% | +11 | New |
| New Millennium Group LLC | 1 | $32 | 0.00% | −56−98.2% | Reduced |
| Core Alternative Capital | 2 | $105 | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 4 | $210 | 0.00% | +4 | New |
| IMA Wealth, Inc. | 7 | $368 | 0.00% | +7 | New |
| DecisionPoint Financial, LLC | 7 | $369 | 0.00% | +7 | New |
| American Capital Advisory, LLC | 8 | $421 | 0.00% | −17−68.0% | Reduced |
| Horizon Financial Services, LLC | 8 | $426 | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 10 | $506 | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 11 | $576 | 0.00% | −100−90.1% | Reduced |
| WestEnd Advisors, LLC | 12 | $631 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 14 | $736 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 15 | $789 | 0.00% | −35−70.0% | Reduced |
| Aspect Partners, LLC | 18 | $947 | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 24 | $1.26K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 26 | $1.37K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 27 | $1.42K | 0.00% | −20−42.6% | Reduced |
| HFM Investment Advisors, LLC | 27 | $1.42K | 0.00% | +14+107.7% | Added |
| NVWM, LLC | 27 | $1.42K | 0.00% | +17+170.0% | Added |
| Trifecta Capital Advisors, LLC | 28 | $1.47K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 29 | $1.53K | 0.00% | +29 | New |
| Insight Financial Services | 30 | $1.58K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 33 | $1.74K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 37 | $1.95K | 0.00% | +13+54.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 37 | $1.95K | 0.00% | +37 | New |
| Clark Wealth Partners | 39 | $2.05K | 0.00% | −19−32.8% | Reduced |
| PMV Capital Advisers, LLC | 44 | $2.31K | 0.01% | +44 | New |
| Principia Wealth Advisory, LLC | 45 | $2.37K | 0.00% | +5+12.5% | Added |
| Oliver Lagore Vanvalin Investment Group | 52 | $2.38K | 0.00% | +52 | New |
| Bellwether Advisors, LLC | 47 | $2.47K | 0.00% | +47 | New |
| UMA Financial Services, Inc. | 56 | $2.95K | 0.00% | +36+180.0% | Added |
| Centerpoint Advisors, LLC | 50 | $3.00K | 0.00% | −2,000−97.6% | Reduced |
| ROSS\JOHNSON & Associates LLC | 60 | $3.15K | 0.06% | 00.0% | Unchanged |
| Kilter Group LLC | 63 | $3.31K | 0.00% | +63 | New |
| Atwood & Palmer Inc | 65 | $3.42K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 72 | $3.79K | 0.00% | +72 | New |
| HighMark Wealth Management LLC | 75 | $3.94K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 77 | $4.05K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 80 | $4.21K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 88 | $4.60K | 0.00% | +88 | New |
| Raffa Wealth Management, LLC | 91 | $4.79K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 93 | $4.88K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 93 | $4.89K | 0.00% | +76+447.1% | Added |
| Maryland Capital Advisors Inc. | 95 | $5.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 97 | $5.08K | 0.00% | +1+1.0% | Added |
| Reyes Financial Architecture, Inc. | 100 | $5.26K | 0.00% | −250−71.4% | Reduced |
| GoalVest Advisory LLC | 100 | $5.26K | 0.00% | −8−7.4% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 100 | $5.26K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 100 | $5.26K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 114 | $6.00K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 118 | $6.21K | 0.01% | +85+257.6% | Added |
| Wealth Preservation Advisors, LLC | 123 | $6.47K | 0.00% | +48+64.0% | Added |
| Boyd Watterson Asset Management LLC | 125 | $6.57K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 125 | $6.57K | 0.00% | +125 | New |
| Creative Financial Designs Inc | 129 | $6.76K | 0.00% | +1+0.8% | Added |
| CGC Financial Services, LLC | 130 | $6.84K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 132 | $6.93K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 132 | $6.94K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 127 | $7.00K | 0.00% | −5,249−97.6% | Reduced |
| Briaud Financial Planning, Inc | 146 | $7.00K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 143 | $7.00K | 0.00% | +143 | New |
| Stone House Investment Management, LLC | 135 | $7.09K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 136 | $7.15K | 0.00% | +57+72.2% | Added |
| Darwin Advisors, LLC | 145 | $7.63K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 149 | $7.84K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 150 | $7.89K | 0.00% | −100−40.0% | Reduced |
| Beacon Capital Management, LLC | 156 | $8.19K | 0.00% | +1+0.6% | Added |
| CBIZ Investment Advisory Services, LLC | 160 | $8.41K | 0.00% | +16+11.1% | Added |
| Howard Hughes Medical Institute | 166 | $8.73K | 0.00% | +166 | New |
| Redmont Wealth Advisors LLC | 170 | $8.94K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 182 | $9.00K | 0.00% | −153−45.7% | Reduced |
| Valued Wealth Advisors LLC | 172 | $9.04K | 0.00% | −26−13.1% | Reduced |
| Financial Management Professionals, Inc. | 180 | $9.47K | 0.00% | −16−8.2% | Reduced |
| DiNuzzo Private Wealth, Inc. | 188 | $9.89K | 0.00% | −6−3.1% | Reduced |
| Avion Wealth | 191 | $10.0K | 0.00% | +47+32.6% | Added |
| Manchester Capital Management LLC | 192 | $10.1K | 0.00% | −30−13.5% | Reduced |
| Johnson Financial Group, Inc. | 193 | $10.2K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 197 | $10.4K | 0.00% | −26−11.7% | Reduced |
| Old Point Trust & Financial Services N A | 200 | $10.5K | 0.00% | −203−50.4% | Reduced |
| WealthCollab, LLC | 200 | $10.5K | 0.01% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 200 | $10.5K | 0.01% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 200 | $10.5K | 0.00% | +200 | New |
| Advantage Trust Co | 200 | $10.5K | 0.01% | +200 | New |
| Vision Financial Markets LLC | 204 | $10.7K | 0.01% | −98−32.5% | Reduced |
| RMG Wealth Management LLC | 200 | $10.8K | 0.00% | +200 | New |
| Evolution Wealth Management Inc. | 206 | $10.8K | 0.01% | +206 | New |
| Kozak & Associates, Inc. | 213 | $11.2K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 215 | $11.3K | 0.00% | +65+43.3% | Added |
| Bellevue Asset Management, LLC | 229 | $12.1K | 0.01% | +1+0.4% | Added |
| Rialto Wealth Management, LLC | 234 | $12.3K | 0.00% | −25−9.7% | Reduced |
| Prestige Wealth Management Group LLC | 241 | $12.7K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 246 | $12.9K | 0.02% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 250 | $13.1K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 212 | $13.4K | 0.00% | −968−82.0% | Reduced |
| Whipplewood Advisors, LLC | 262 | $13.8K | 0.01% | +35+15.4% | Added |
| South Plains Financial, Inc. | 272 | $14.3K | 0.01% | +208+325.0% | Added |
| Rakuten Securities, Inc. | 274 | $14.4K | 0.01% | −12−4.2% | Reduced |
| Iron Horse Wealth Management, LLC | 277 | $14.6K | 0.00% | +1+0.4% | Added |
| Financial Gravity Companies, Inc. | 282 | $14.8K | 0.00% | +282 | New |
| Fourth Dimension Wealth, LLC | 287 | $15.1K | 0.01% | −100−25.8% | Reduced |
