| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | −7−70.0% | Reduced |
| Centerpoint Advisors, LLC | 2 | $0 | 0.00% | +2 | New |
| CBIZ Investment Advisory Services, LLC | 0 | $57 | 0.00% | 0 | Unchanged |
| Financial Management Professionals, Inc. | 1 | $121 | 0.00% | −57−98.3% | Reduced |
| IMA Wealth, Inc. | 1 | $122 | 0.00% | +1 | New |
| NVWM, LLC | 2 | $243 | 0.00% | −9−81.8% | Reduced |
| Transce3nd, LLC | 2 | $243 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $364 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 4 | $485 | 0.00% | −1,358−99.7% | Reduced |
| Dunhill Financial, LLC | 4 | $603 | 0.00% | −32−88.9% | Reduced |
| Parkworth Wealth Management, Inc. | 6 | $728 | 0.00% | +2+50.0% | Added |
| American Capital Advisory, LLC | 6 | $728 | 0.00% | +4+200.0% | Added |
| Principia Wealth Advisory, LLC | 6 | $728 | 0.00% | +4+200.0% | Added |
| Alerus Financial NA | 6 | $728 | 0.00% | +6 | New |
| Activest Wealth Management | 7 | $849 | 0.00% | −63−90.0% | Reduced |
| Clark Wealth Partners | 7 | $849 | 0.00% | −7−50.0% | Reduced |
| Atlas Capital Advisors LLC | 7 | $849 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 8 | $971 | 0.00% | +8 | New |
| Atlantic Edge Private Wealth Management, LLC | 8 | $971 | 0.00% | +8 | New |
| HFM Investment Advisors, LLC | 9 | $1.09K | 0.00% | +5+125.0% | Added |
| Garde Capital, Inc. | 10 | $1.21K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 10 | $1.21K | 0.00% | +10 | New |
| Ameriflex Group, Inc. | 10 | $1.25K | 0.00% | +10 | New |
| Orion Capital Management LLC | 11 | $1.33K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 11 | $1.33K | 0.00% | +11 | New |
| SJS Investment Consulting Inc. | 12 | $1.46K | 0.00% | −9−42.9% | Reduced |
| Gitterman Wealth Management, LLC | 12 | $1.46K | 0.00% | +12 | New |
| Sachetta, LLC | 13 | $1.58K | 0.00% | +3+30.0% | Added |
| Red Tortoise LLC | 15 | $1.82K | 0.00% | +15 | New |
| Abound Wealth Management | 16 | $1.94K | 0.00% | −8−33.3% | Reduced |
| Financial Network Wealth Advisors LLC | 16 | $1.94K | 0.00% | +16 | New |
| Valley National Advisers Inc | 20 | $2.00K | 0.00% | −8−28.6% | Reduced |
| ORG Partners LLC | 14 | $2.27K | 0.00% | −24−63.2% | Reduced |
| Wealth Preservation Advisors, LLC | 20 | $2.43K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 20 | $2.44K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 20 | $2.54K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 21 | $2.55K | 0.00% | +21 | New |
| Princeton Global Asset Management LLC | 22 | $2.67K | 0.00% | +22 | New |
| Richard W. Paul & Associates, LLC | 23 | $2.79K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 25 | $3.03K | 0.00% | −134−84.3% | Reduced |
| Kessler Investment Group, LLC | 25 | $3.03K | 0.00% | −76−75.2% | Reduced |
| Highline Wealth Partners LLC | 25 | $3.03K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 25 | $3.03K | 0.00% | +1+4.2% | Added |
| Bay Harbor Wealth Management, LLC | 25 | $3.06K | 0.00% | +3+13.6% | Added |
| Bradley & Co. Private Wealth Management, LLC | 26 | $3.15K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 26 | $3.15K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 26 | $3.15K | 0.00% | +26 | New |
| Twin Peaks Wealth Advisors, LLC | 24 | $3.23K | 0.00% | +24 | New |
| Cranbrook Wealth Management, LLC | 28 | $3.40K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 30 | $3.64K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 30 | $3.64K | 0.00% | +30 | New |
| LGT Financial Advisors LLC | 31 | $3.77K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 33 | $4.00K | 0.00% | −89−73.0% | Reduced |
| Rosenberg Matthew Hamilton | 33 | $4.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 33 | $4.00K | 0.00% | +33 | New |
| Quest 10 Wealth Builders, Inc. | 34 | $4.13K | 0.00% | −4−10.5% | Reduced |
| Team Financial Group, LLC | 34 | $4.16K | 0.00% | +34 | New |
| Bell Investment Advisors, Inc | 35 | $4.25K | 0.00% | −12−25.5% | Reduced |
| True Wealth Design, LLC | 35 | $4.25K | 0.00% | +15+75.0% | Added |
| Silicon Valley Capital Partners | 36 | $4.37K | 0.00% | +36 | New |
| Moisand Fitzgerald Tamayo, LLC | 36 | $4.37K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 36 | $4.37K | 0.00% | +36 | New |
| JNBA Financial Advisors | 37 | $4.49K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 39 | $4.73K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 39 | $4.73K | 0.00% | +14+56.0% | Added |
| Capital A Wealth Management, LLC | 35 | $4.85K | 0.06% | −11−23.9% | Reduced |
| Rossby Financial, LCC | 41 | $4.97K | 0.00% | −170−80.6% | Reduced |
| Proffitt & Goodson Inc | 41 | $4.97K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 49 | $5.00K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 44 | $5.34K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 45 | $5.46K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 44 | $5.51K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 46 | $5.58K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 46 | $5.58K | 0.00% | +46 | New |
| Pacific Center for Financial Services | 50 | $6.07K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 50 | $6.07K | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 50 | $6.07K | 0.00% | +50 | New |
| Marshall & Sterling Wealth Advisors Inc. | 51 | $6.19K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 53 | $6.43K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 63 | $7.00K | 0.00% | −16−20.3% | Reduced |
| Westside Investment Management, Inc. | 59 | $7.16K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 59 | $7.82K | 0.00% | +16+37.2% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 65 | $7.88K | 0.01% | +29+80.6% | Added |
| Total Investment Management Inc | 67 | $8.07K | 0.00% | +67 | New |
| Sierra Ocean, LLC | 67 | $8.13K | 0.01% | −53−44.2% | Reduced |
| ORG Wealth Partners, LLC | 70 | $8.77K | 0.00% | −30−30.0% | Reduced |
| Coston, McIsaac & Partners | 80 | $9.00K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 75 | $9.10K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 80 | $9.71K | 0.00% | −83−50.9% | Reduced |
| DiNuzzo Private Wealth, Inc. | 81 | $9.83K | 0.00% | +1+1.3% | Added |
| Covestor Ltd | 93 | $11.0K | 0.01% | −72−43.6% | Reduced |
| GW&K Investment Management, LLC | 88 | $11.0K | 0.00% | +15+20.5% | Added |
| Key Financial Inc | 92 | $11.2K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 94 | $11.4K | 0.00% | +94 | New |
| Whipplewood Advisors, LLC | 98 | $11.9K | 0.01% | −73−42.7% | Reduced |
| Mid-American Wealth Advisory Group, Inc. | 98 | $11.9K | 0.01% | +98 | New |
| Proathlete Wealth Management LLC | 99 | $12.0K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 99 | $12.0K | 0.00% | −10−9.2% | Reduced |
| TruNorth Capital Management, LLC | 100 | $12.1K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 100 | $12.1K | 0.00% | 00.0% | Unchanged |