| CWM Advisors, LLC | 1 | $176 | 0.00% | +1 | New |
| Winnow Wealth LLC | 1 | $204 | 0.00% | −2−66.7% | Reduced |
| TFC Financial Management | 1 | $204 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 1 | $204 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 2 | $406 | 0.00% | +2 | New |
| PFS Partners, LLC | 2 | $407 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 3 | $610 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 3 | $610 | 0.00% | +1+50.0% | Added |
| Davis Capital Management | 4 | $813 | 0.00% | +4 | New |
| Godfrey Financial Associates, Inc. | 4 | $813 | 0.00% | +4 | New |
| Ogorek Anthony Joseph | 9 | $1.00K | 0.00% | +2+28.6% | Added |
| Valley National Advisers Inc | 6 | $1.00K | 0.00% | +6 | New |
| Investors Portfolio Services LLC | 5 | $1.01K | 0.00% | +5 | New |
| Turning Point Benefit Group, Inc. | 5 | $1.01K | 0.00% | +5 | New |
| Trust Co | 5 | $1.02K | 0.00% | −9−64.3% | Reduced |
| Nemes Rush Group LLC | 5 | $1.02K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 5 | $1.02K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $1.02K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 5 | $1.02K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 6 | $1.22K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 6 | $1.22K | 0.00% | 00.0% | Unchanged |
| Birchwood Financial Partners, Inc. | 6 | $1.22K | 0.00% | +6 | New |
| 1015 Capital Partners, LLC | 6 | $1.22K | 0.00% | +6 | New |
| Fortis Group Advisors, LLC | 7 | $1.42K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 8 | $1.63K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 8 | $1.63K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 8 | $1.63K | 0.00% | +2+33.3% | Added |
| Kimelman & Baird, LLC | 9 | $1.83K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 9 | $1.83K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 9 | $1.83K | 0.00% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 10 | $2.03K | 0.00% | +10 | New |
| Clayton Financial Group LLC | 10 | $2.03K | 0.00% | +10 | New |
| Wilkerson Advisory Group LLC | 10 | $2.03K | 0.00% | +10 | New |
| Quattro Advisors LLC | 10 | $2.03K | 0.00% | +10 | New |
| Murphy & Mullick Capital Management Corp | 13 | $2.64K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 13 | $2.64K | 0.00% | +13 | New |
| Union Savings Bank | 14 | $2.84K | 0.00% | +14 | New |
| Wealth Preservation Advisors, LLC | 14 | $2.85K | 0.00% | −3−17.6% | Reduced |
| Dogwood Wealth Management LLC | 14 | $2.85K | 0.00% | +2+16.7% | Added |
| High Note Wealth, LLC | 14 | $2.85K | 0.00% | +13+1,300.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 15 | $3.05K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 15 | $3.05K | 0.00% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 16 | $3.25K | 0.00% | +16 | New |
| Optima Capital LLC | 16 | $3.25K | 0.00% | +16 | New |
| SJS Investment Consulting Inc. | 17 | $3.46K | 0.00% | +9+112.5% | Added |
| Dunhill Financial, LLC | 18 | $3.57K | 0.00% | +2+12.5% | Added |
| Bay Harbor Wealth Management, LLC | 18 | $3.66K | 0.00% | +7+63.6% | Added |
| Strengthening Families & Communities, LLC | 18 | $3.66K | 0.00% | +15+500.0% | Added |
| Triumph Capital Management | 18 | $3.66K | 0.00% | +18 | New |
| DiNuzzo Private Wealth, Inc. | 18 | $3.66K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 18 | $3.66K | 0.00% | +14+350.0% | Added |
| Bogart Wealth, LLC | 20 | $4.06K | 0.00% | +2+11.1% | Added |
| Transamerica Financial Advisors, Inc. | 21 | $4.19K | 0.00% | +1+5.0% | Added |
| IMG Wealth Management, Inc. | 22 | $4.47K | 0.00% | +22 | New |
| CBIZ Investment Advisory Services, LLC | 23 | $4.67K | 0.00% | −10−30.3% | Reduced |
| Wealth Watch Advisors, INC | 23 | $4.67K | 0.00% | −4−14.8% | Reduced |
| Financial Consulate, Inc | 24 | $4.85K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 24 | $4.88K | 0.00% | +24 | New |
| Navalign, LLC | 24 | $4.88K | 0.00% | +24 | New |
| Compass Financial Services Inc | 25 | $5.08K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 25 | $5.08K | 0.00% | +25 | New |
| Cornerstone Financial Management LLC | 25 | $5.08K | 0.00% | +25 | New |
| South Plains Financial, Inc. | 26 | $5.28K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 27 | $5.49K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 26 | $5.57K | 0.00% | +21+420.0% | Added |
| Highline Wealth Partners LLC | 29 | $5.89K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 28 | $6.00K | 0.00% | −62−68.9% | Reduced |
| Aspect Partners, LLC | 32 | $6.50K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 32 | $6.50K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 32 | $6.50K | 0.01% | +32 | New |
| Bare Financial Services, Inc | 34 | $6.91K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 34 | $6.91K | 0.01% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 34 | $6.91K | 0.00% | +4+13.3% | Added |
| Spire Wealth Management | 34 | $7.00K | 0.00% | −18−34.6% | Reduced |
| Princeton Global Asset Management LLC | 36 | $7.32K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 36 | $7.32K | 0.00% | +2+5.9% | Added |
| Manning & Napier Advisors LLC | 36 | $7.42K | 0.00% | +36 | New |
| ORG Partners LLC | 37 | $7.51K | 0.00% | +10+37.0% | Added |
| Howard Hughes Medical Institute | 37 | $7.52K | 0.00% | 00.0% | Unchanged |
| Fideuram Asset Management (Ireland) dac | 48 | $7.85K | 0.00% | +48 | New |
| Fortitude Family Office, LLC | 39 | $7.92K | 0.00% | −3−7.1% | Reduced |
| Avion Wealth | 40 | $8.00K | 0.00% | +3+8.1% | Added |
| Kilter Group LLC | 40 | $8.13K | 0.00% | +14+53.8% | Added |
| NVWM, LLC | 40 | $8.13K | 0.00% | +36+900.0% | Added |
| Capital Advisors, Ltd. LLC | 45 | $9.00K | 0.00% | 00.0% | Unchanged |
| Cygnus Capital Advisors, LLC | 43 | $9.00K | 0.01% | +43 | New |
| Rossby Financial, LCC | 46 | $9.35K | 0.00% | +18+64.3% | Added |
| CVA Family Office, LLC | 47 | $9.55K | 0.00% | −43−47.8% | Reduced |
| Rialto Wealth Management, LLC | 47 | $9.55K | 0.00% | +1+2.2% | Added |
| North Star Investment Management Corp. | 49 | $9.96K | 0.00% | +23+88.5% | Added |
| First United Bank Trust | 50 | $10.2K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 50 | $10.2K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 50 | $10.2K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 50 | $10.2K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 50 | $10.2K | 0.00% | 00.0% | Unchanged |
| Aviso Financial Inc. | 51 | $10.4K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 51 | $10.4K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 52 | $10.6K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 52 | $10.6K | 0.00% | +52 | New |
| MV Capital Management, Inc. | 59 | $12.0K | 0.00% | 00.0% | Unchanged |