| Hazlett, Burt & Watson, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Motiv8 Investments LLC | 10 | $0 | 0.00% | +10 | New |
| Bay Harbor Wealth Management, LLC | 1 | $10 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1 | $11 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1 | $11 | 0.00% | +1 | New |
| Keating Financial Advisory Services, Inc. | 1 | $11 | 0.00% | +1 | New |
| Cornerstone Financial Management LLC | 1 | $11 | 0.00% | +1 | New |
| Raelipskie Partnership | 2 | $21 | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 2 | $21 | 0.00% | +2 | New |
| Trust Co | 2 | $21 | 0.00% | +2 | New |
| Quattro Advisors LLC | 2 | $21 | 0.00% | +2 | New |
| Bernard Wealth Management Corp. | 2 | $22 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $32 | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 4 | $40 | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 4 | $42 | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 4 | $42 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 4 | $42 | 0.00% | +4 | New |
| BFSG, LLC | 4 | $43 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 4 | $43 | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 4 | $43 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 5 | $52 | 0.00% | +5 | New |
| Wealth Watch Advisors, INC | 5 | $53 | 0.00% | −31−86.1% | Reduced |
| Central Trust Co | 5 | $53 | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 5 | $53 | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 5 | $53 | 0.00% | +5 | New |
| Paladin Partners, LLC | 5 | $53 | 0.00% | +5 | New |
| Burkett Financial Services, LLC | 7 | $73 | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 7 | $74 | 0.00% | +5+250.0% | Added |
| Keystone Financial Group, Inc. | 8 | $85 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 9 | $94 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 8 | $94 | 0.00% | +8 | New |
| Financial Perspectives, Inc | 9 | $95 | 0.00% | −9−50.0% | Reduced |
| YANKCOM Partnership | 9 | $95 | 0.00% | +9 | New |
| Ameritas Investment Partners, Inc. | 10 | $106 | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 10 | $106 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 10 | $106 | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 10 | $106 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 10 | $106 | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 10 | $106 | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 10 | $106 | 0.00% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 10 | $106 | 0.00% | +10 | New |
| Triumph Capital Management | 10 | $106 | 0.00% | +10 | New |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 10 | $106 | 0.00% | +10 | New |
| Cedar Mountain Advisors, LLC | 12 | $127 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 13 | $137 | 0.00% | +6+85.7% | Added |
| Comprehensive Financial Planning, Inc. | 15 | $158 | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 15 | $159 | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 15 | $159 | 0.00% | 00.0% | Unchanged |
| Adkins Seale Capital Management LLC | 15 | $159 | 0.00% | +15 | New |
| Cape Investment Advisory, Inc. | 16 | $169 | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 16 | $169 | 0.00% | +16 | New |
| Strategic Advocates LLC | 16 | $174 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 17 | $180 | 0.00% | 00.0% | Unchanged |
| Sfam, LLC | 17 | $180 | 0.00% | +17 | New |
| Ankerstar Wealth, LLC | 17 | $180 | 0.00% | +17 | New |
| Signature Equity Partners, LLC | 17 | $180 | 0.00% | +17 | New |
| TD Private Client Wealth LLC | 19 | $201 | 0.00% | 00.0% | Unchanged |
| Garner Asset Management Corp | 20 | $211 | 0.00% | +20 | New |
| Proathlete Wealth Management LLC | 21 | $221 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 21 | $222 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 23 | $244 | 0.00% | +22+2,200.0% | Added |
| WealthCollab, LLC | 25 | $265 | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 28 | $296 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 29 | $307 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 30 | $317 | 0.00% | −82−73.2% | Reduced |
| Rossby Financial, LCC | 30 | $317 | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 30 | $317 | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 30 | $317 | 0.00% | +30 | New |
| SWAN Capital LLC | 31 | $328 | 0.00% | −18−36.7% | Reduced |
| Atlantic Union Bankshares Corp | 32 | $339 | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 32 | $339 | 0.00% | +12+60.0% | Added |
| CIBC Private Wealth Group, LLC | 33 | $349 | 0.00% | −29−46.8% | Reduced |
| Blue Bell Private Wealth Management, LLC | 33 | $349 | 0.00% | 00.0% | Unchanged |
| Miller Global Investments, LLC | 34 | $359 | 0.00% | +34 | New |
| Caldwell Sutter Capital, Inc. | 35 | $370 | 0.00% | +35 | New |
| Ritter Daniher Financial Advisory LLC | 36 | $381 | 0.00% | +3+9.1% | Added |
| Colonial Trust Advisors | 37 | $391 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 42 | $444 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 42 | $444 | 0.00% | +42 | New |
| Foster Dykema Cabot & Partners, LLC | 43 | $455 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 45 | $476 | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 45 | $476 | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 46 | $486 | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 46 | $486 | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 47 | $497 | 0.00% | +47 | New |
| Bartlett & Co. Wealth Management LLC | 50 | $529 | 0.00% | −4−7.4% | Reduced |
| Highline Wealth Partners LLC | 50 | $529 | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 50 | $529 | 0.00% | +50 | New |
| LRI Investments, LLC | 50 | $529 | 0.00% | +50 | New |
| Millstone Evans Group, LLC | 50 | $529 | 0.00% | +50 | New |
| Pioneer Family Office, LLC | 50 | $529 | 0.00% | +50 | New |
| Bell Investment Advisors, Inc | 52 | $550 | 0.00% | −68−56.7% | Reduced |
| Sound Income Strategies, LLC | 56 | $567 | 0.00% | +7+14.3% | Added |
| Toronto Dominion Bank | 60 | $634 | 0.00% | +27+81.8% | Added |
| Nemes Rush Group LLC | 60 | $634 | 0.00% | +60 | New |
| Quent Capital, LLC | 62 | $655 | 0.00% | −153−71.2% | Reduced |
| MCF Advisors LLC | 66 | $698 | 0.00% | +30+83.3% | Added |
| Kerr Financial Planning Corp | 73 | $706 | 0.00% | −30−29.1% | Reduced |