| TFC Financial Management | 1 | $175 | 0.00% | −5−83.3% | Reduced |
| Valued Wealth Advisors LLC | 1 | $175 | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 1 | $175 | 0.00% | +1 | New |
| High Note Wealth, LLC | 1 | $175 | 0.00% | +1 | New |
| Core Alternative Capital | 2 | $350 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 2 | $350 | 0.00% | +2 | New |
| Strengthening Families & Communities, LLC | 3 | $524 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $525 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 3 | $525 | 0.00% | +3 | New |
| Winnow Wealth LLC | 3 | $525 | 0.00% | +3 | New |
| American Capital Advisory, LLC | 4 | $700 | 0.00% | −1−20.0% | Reduced |
| Ancora Advisors, LLC | 4 | $700 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 4 | $700 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 5 | $856 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 5 | $866 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 5 | $875 | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 5 | $875 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $875 | 0.00% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 5 | $875 | 0.00% | +5 | New |
| Ogorek Anthony Joseph | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 6 | $1.05K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 6 | $1.05K | 0.00% | +2+50.0% | Added |
| Hughes Financial Services, LLC | 6 | $1.10K | 0.00% | +3+100.0% | Added |
| Fortis Group Advisors, LLC | 7 | $1.22K | 0.00% | +4+133.3% | Added |
| Red Tortoise LLC | 8 | $1.40K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 8 | $1.40K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 8 | $1.40K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 9 | $1.57K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 9 | $1.57K | 0.00% | +9 | New |
| Kimelman & Baird, LLC | 9 | $1.57K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 8 | $1.63K | 0.00% | 00.0% | Unchanged |
| Sellwood Investment Partners LLC | 10 | $1.75K | 0.00% | +10 | New |
| Tortoise Investment Management, LLC | 11 | $1.92K | 0.00% | +3+37.5% | Added |
| Bay Harbor Wealth Management, LLC | 11 | $1.92K | 0.00% | +3+37.5% | Added |
| Dogwood Wealth Management LLC | 12 | $2.10K | 0.00% | +1+9.1% | Added |
| Murphy & Mullick Capital Management Corp | 13 | $2.27K | 0.00% | 00.0% | Unchanged |
| Trust Co | 14 | $2.45K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 15 | $2.62K | 0.01% | −77−83.7% | Reduced |
| Bruce G. Allen Investments, LLC | 15 | $2.62K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 15 | $2.62K | 0.00% | +1+7.1% | Added |
| Dunhill Financial, LLC | 16 | $2.79K | 0.00% | +1+6.7% | Added |
| DiNuzzo Private Wealth, Inc. | 18 | $2.94K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 17 | $2.97K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 18 | $3.15K | 0.00% | +3+20.0% | Added |
| Proffitt & Goodson Inc | 19 | $3.32K | 0.00% | +19 | New |
| Palisade Asset Management, LLC | 19 | $3.32K | 0.00% | +19 | New |
| Transamerica Financial Advisors, Inc. | 20 | $3.35K | 0.00% | +18+900.0% | Added |
| Global Trust Asset Management, LLC | 23 | $4.02K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 24 | $4.17K | 0.00% | +24 | New |
| Crowley Wealth Management, Inc. | 24 | $4.20K | 0.00% | 00.0% | Unchanged |
| Compass Financial Services Inc | 25 | $4.37K | 0.00% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 26 | $4.55K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 26 | $4.55K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 26 | $4.55K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 27 | $4.72K | 0.00% | +5+22.7% | Added |
| Rakuten Securities, Inc. | 27 | $4.72K | 0.00% | +24+800.0% | Added |
| Marquette Asset Management, LLC | 27 | $4.72K | 0.00% | +27 | New |
| Wealth Watch Advisors, INC | 27 | $4.72K | 0.00% | +27 | New |
| Rossby Financial, LCC | 28 | $4.85K | 0.00% | +28 | New |
| Cloud Capital Management, LLC | 32 | $5.00K | 0.00% | +32 | New |
| Highline Wealth Partners LLC | 29 | $5.07K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 30 | $5.25K | 0.00% | −1−3.2% | Reduced |
| Signature Resources Capital Management, LLC | 30 | $5.25K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 32 | $5.60K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 32 | $5.60K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 32 | $5.60K | 0.00% | +32 | New |
| CBIZ Investment Advisory Services, LLC | 33 | $5.77K | 0.00% | +28+560.0% | Added |
| Bare Financial Services, Inc | 34 | $5.95K | 0.00% | +8+30.8% | Added |
| Boreal Capital Management LLC | 34 | $5.95K | 0.00% | +34 | New |
| Retirement Wealth Solutions LLC | 34 | $5.95K | 0.00% | +2+6.3% | Added |
| Avion Wealth | 37 | $6.00K | 0.00% | −9−19.6% | Reduced |
| Princeton Global Asset Management LLC | 36 | $6.30K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 37 | $6.47K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 42 | $7.35K | 0.00% | +3+7.7% | Added |
| Atlantic Edge Private Wealth Management, LLC | 43 | $7.52K | 0.00% | −9−17.3% | Reduced |
| Capital Advisors, Ltd. LLC | 45 | $8.00K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 46 | $8.05K | 0.00% | +2+4.5% | Added |
| JPL Wealth Management, LLC | 49 | $8.57K | 0.00% | +49 | New |
| Hartford Financial Management Inc. | 50 | $8.75K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 50 | $8.75K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 50 | $8.75K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 50 | $8.75K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 50 | $8.75K | 0.01% | −8,143−99.4% | Reduced |
| First United Bank Trust | 50 | $8.75K | 0.00% | +50 | New |
| Jackson, Grant Investment Advisers, Inc. | 50 | $8.75K | 0.00% | +50 | New |
| Aviso Financial Inc. | 51 | $8.92K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 51 | $8.92K | 0.00% | +34+200.0% | Added |
| UMA Financial Services, Inc. | 51 | $8.92K | 0.00% | +40+363.6% | Added |
| Golden State Wealth Management, LLC | 52 | $9.10K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 52 | $9.10K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 59 | $10.3K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 63 | $11.0K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 65 | $11.4K | 0.00% | −170−72.3% | Reduced |
| Quaker Wealth Management, LLC | 65 | $11.4K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 66 | $11.5K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 66 | $11.5K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 69 | $12.1K | 0.00% | −1−1.4% | Reduced |
| Harbour Investments, Inc. | 70 | $12.2K | 0.00% | +31+79.5% | Added |
| Harbor Investment Advisory, LLC | 71 | $12.4K | 0.00% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 72 | $12.6K | 0.01% | 00.0% | Unchanged |