| Quest Partners LLC | 1 | $39 | 0.00% | −349−99.7% | Reduced |
| West Branch Capital LLC | 3 | $119 | 0.00% | −24−88.9% | Reduced |
| Ameriflex Group, Inc. | 4 | $158 | 0.00% | −4−50.0% | Reduced |
| Hughes Financial Services, LLC | 5 | $197 | 0.00% | +5 | New |
| Three Bearings Fiduciary Advisors, Inc. | 5 | $202 | 0.00% | +5 | New |
| Seneschal Advisors, LLC | 7 | $276 | 0.00% | −3−30.0% | Reduced |
| Strive Financial Group ,LLC | 7 | $276 | 0.00% | +7 | New |
| Caitong International Asset Management Co., Ltd | 8 | $315 | 0.00% | −465−98.3% | Reduced |
| 1015 Capital Partners, LLC | 8 | $315 | 0.00% | +8 | New |
| Quaker Wealth Management, LLC | 8 | $316 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 9 | $355 | 0.00% | −112−92.6% | Reduced |
| Principia Wealth Advisory, LLC | 9 | $355 | 0.00% | −9−50.0% | Reduced |
| Luken Investment Analytics, LLC | 10 | $394 | 0.00% | +10 | New |
| ZRC Wealth Management, LLC | 12 | $473 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 14 | $551 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 14 | $552 | 0.00% | +7+100.0% | Added |
| NVWM, LLC | 15 | $591 | 0.00% | +10+200.0% | Added |
| Washington Trust Advisors, Inc. | 16 | $630 | 0.00% | −15−48.4% | Reduced |
| Curio Wealth, LLC | 16 | $630 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 16 | $630 | 0.00% | +13+433.3% | Added |
| Transamerica Financial Advisors, Inc. | 17 | $687 | 0.00% | −4−19.0% | Reduced |
| Wolff Wiese Magana LLC | 17 | $689 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 20 | $784 | 0.00% | −7−25.9% | Reduced |
| Bay Harbor Wealth Management, LLC | 20 | $787 | 0.00% | −4−16.7% | Reduced |
| Lloyd Advisory Services, LLC. | 21 | $812 | 0.00% | +21 | New |
| Fideuram Asset Management (Ireland) dac | 19 | $881 | 0.00% | +19 | New |
| Key Capital Management, INC | 23 | $906 | 0.00% | +23 | New |
| NorthAvenue LLC | 23 | $906 | 0.00% | +23 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 24 | $977 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 25 | $985 | 0.00% | −49−66.2% | Reduced |
| Penserra Capital Management LLC | 45 | $1.00K | 0.00% | +45 | New |
| Core Alternative Capital | 27 | $1.06K | 0.00% | −84−75.7% | Reduced |
| Sachetta, LLC | 28 | $1.10K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 28 | $1.10K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 29 | $1.15K | 0.00% | −9−23.7% | Reduced |
| Clayton Financial Group LLC | 32 | $1.26K | 0.00% | +32 | New |
| New Millennium Group LLC | 34 | $1.34K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 34 | $1.35K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 37 | $1.44K | 0.00% | +4+12.1% | Added |
| Triumph Capital Management | 38 | $1.50K | 0.00% | +38 | New |
| Cranbrook Wealth Management, LLC | 41 | $1.61K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 44 | $1.73K | 0.00% | +41+1,366.7% | Added |
| Bell Investment Advisors, Inc | 45 | $1.77K | 0.00% | −31−40.8% | Reduced |
| Financial Consulate, Inc | 45 | $1.77K | 0.00% | +45 | New |
| Imprint Wealth LLC | 47 | $1.85K | 0.01% | +47 | New |
| Kilter Group LLC | 50 | $1.97K | 0.00% | +35+233.3% | Added |
| Abound Wealth Management | 50 | $1.97K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 51 | $2.01K | 0.00% | −6−10.5% | Reduced |
| Cornerstone Financial Management LLC | 52 | $2.05K | 0.00% | +52 | New |
| IMG Wealth Management, Inc. | 58 | $2.29K | 0.00% | +58 | New |
| Atlantic Trust, LLC | 59 | $2.32K | 0.00% | −28−32.2% | Reduced |
| Pflug Koory, LLC | 60 | $2.36K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 57 | $2.37K | 0.00% | −27−32.1% | Reduced |
| Raffa Wealth Management, LLC | 65 | $2.56K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 65 | $2.56K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 72 | $2.84K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 75 | $2.96K | 0.00% | +18+31.6% | Added |
| POM Investment Strategies, LLC | 76 | $2.99K | 0.00% | +76 | New |
| Wealth Preservation Advisors, LLC | 80 | $3.15K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 81 | $3.19K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 87 | $3.43K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 88 | $3.47K | 0.00% | −15−14.6% | Reduced |
| Montag A & Associates Inc | 90 | $3.53K | 0.00% | −24−21.1% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 90 | $3.55K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 91 | $3.58K | 0.00% | +74+435.3% | Added |
| Signature Equity Partners, LLC | 95 | $3.74K | 0.00% | +95 | New |
| Hilton Head Capital Partners, LLC | 95 | $3.74K | 0.00% | +95 | New |
| Key Financial Inc | 99 | $3.90K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 100 | $3.94K | 0.00% | −746−88.2% | Reduced |
| Concord Wealth Partners | 100 | $3.94K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 100 | $3.94K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 95 | $4.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 103 | $4.05K | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 103 | $4.07K | 0.00% | +103 | New |
| Fortitude Family Office, LLC | 107 | $4.21K | 0.00% | −44−29.1% | Reduced |
| Howard Hughes Medical Institute | 113 | $4.45K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 126 | $4.96K | 0.00% | −36−22.2% | Reduced |
| Navalign, LLC | 129 | $5.08K | 0.00% | +129 | New |
| Turning Point Benefit Group, Inc. | 132 | $5.20K | 0.00% | +91+222.0% | Added |
| Keating Financial Advisory Services, Inc. | 132 | $5.20K | 0.00% | +132 | New |
| TCTC Holdings, LLC | 133 | $5.24K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 134 | $5.28K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 137 | $5.40K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 140 | $5.51K | 0.00% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 140 | $5.51K | 0.00% | +140 | New |
| Boyd Watterson Asset Management LLC | 142 | $5.59K | 0.00% | −14−9.0% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 145 | $5.71K | 0.00% | +145 | New |
| Kings Path Partners LLC | 150 | $5.91K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 151 | $5.95K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 155 | $6.00K | 0.00% | −16−9.4% | Reduced |
| SJS Investment Consulting Inc. | 158 | $6.22K | 0.00% | +28+21.5% | Added |
| Kingdom Financial Group LLC. | 159 | $6.25K | 0.00% | +159 | New |
| Arlington Trust Co LLC | 160 | $6.30K | 0.00% | +160 | New |
| Aventura Private Wealth, LLC | 161 | $6.34K | 0.00% | +5+3.2% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 167 | $6.58K | 0.01% | +108+183.1% | Added |
| Capital Advisors, Ltd. LLC | 166 | $7.00K | 0.00% | −128−43.5% | Reduced |
| Navigoe, LLC | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 200 | $7.88K | 0.00% | −15−7.0% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 200 | $7.88K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 200 | $7.88K | 0.00% | 00.0% | Unchanged |