| Winnow Wealth LLC | 1 | $127 | 0.00% | +1 | New |
| SOA Wealth Advisors, LLC. | 1 | $134 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 2 | $252 | 0.00% | +2 | New |
| Palisade Asset Management, LLC | 2 | $253 | 0.00% | +2 | New |
| Turning Point Benefit Group, Inc. | 2 | $256 | 0.00% | +2 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 3 | $378 | 0.00% | +3 | New |
| Seneschal Advisors, LLC | 3 | $379 | 0.00% | +3 | New |
| DecisionPoint Financial, LLC | 3 | $385 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 4 | $504 | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 4 | $504 | 0.00% | +4 | New |
| Breakwater Investment Management | 4 | $505 | 0.00% | +4 | New |
| TFC Financial Management | 5 | $631 | 0.00% | −5−50.0% | Reduced |
| Retirement Wealth Solutions LLC | 6 | $757 | 0.00% | +6 | New |
| Dunhill Financial, LLC | 7 | $864 | 0.00% | −1−12.5% | Reduced |
| HFM Investment Advisors, LLC | 7 | $882 | 0.00% | +3+75.0% | Added |
| Activest Wealth Management | 7 | $882 | 0.00% | +7 | New |
| Wealth Watch Advisors, INC | 7 | $882 | 0.00% | +7 | New |
| Ameriflex Group, Inc. | 8 | $1.01K | 0.00% | +8 | New |
| Valued Wealth Advisors LLC | 8 | $1.01K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 9 | $1.08K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 9 | $1.13K | 0.00% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 9 | $1.13K | 0.00% | +9 | New |
| IMG Wealth Management, Inc. | 9 | $1.13K | 0.00% | +9 | New |
| Glen Eagle Advisors, LLC | 10 | $1.26K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 10 | $1.26K | 0.00% | +1+11.1% | Added |
| Clark Wealth Partners | 14 | $1.44K | 0.00% | +14 | New |
| Quaker Wealth Management, LLC | 12 | $1.51K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 13 | $1.64K | 0.00% | +8+160.0% | Added |
| SJS Investment Consulting Inc. | 13 | $1.64K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 14 | $1.76K | 0.00% | −286−95.3% | Reduced |
| Principia Wealth Advisory, LLC | 14 | $1.76K | 0.00% | +2+16.7% | Added |
| Bay Harbor Wealth Management, LLC | 15 | $1.89K | 0.00% | +3+25.0% | Added |
| Wolff Wiese Magana LLC | 15 | $1.89K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 15 | $1.89K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 15 | $1.89K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 17 | $2.14K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 18 | $2.27K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 18 | $2.27K | 0.00% | +9+100.0% | Added |
| Vermillion Wealth Management, Inc. | 18 | $2.27K | 0.00% | +18 | New |
| Heartwood Wealth Advisors LLC | 18 | $2.27K | 0.00% | +18 | New |
| Bare Financial Services, Inc | 19 | $2.40K | 0.00% | +19 | New |
| Core Alternative Capital | 21 | $2.65K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 21 | $2.65K | 0.00% | +21 | New |
| Bellevue Asset Management, LLC | 22 | $2.77K | 0.00% | +2+10.0% | Added |
| Highline Wealth Partners LLC | 22 | $2.77K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 22 | $2.77K | 0.00% | +22 | New |
| Estabrook Capital Management | 23 | $2.90K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 23 | $2.90K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 24 | $2.96K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 31 | $3.00K | 0.00% | +31 | New |
| Pension & Wealth Management Advisors, Inc. | 24 | $3.02K | 0.00% | +24 | New |
| Evermay Wealth Management LLC | 25 | $3.15K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 25 | $3.15K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 26 | $3.28K | 0.00% | +10+62.5% | Added |
| Prestige Wealth Management Group LLC | 26 | $3.28K | 0.00% | −22−45.8% | Reduced |
| HM Payson & Co | 26 | $3.28K | 0.00% | +26 | New |
| Essential Partners LLC | 27 | $3.40K | 0.00% | −2−6.9% | Reduced |
| CBIZ Investment Advisory Services, LLC | 27 | $3.40K | 0.00% | +4+17.4% | Added |
| DiNuzzo Private Wealth, Inc. | 27 | $3.60K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 30 | $3.78K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 32 | $4.03K | 0.00% | −3−8.6% | Reduced |
| Boreal Capital Management LLC | 35 | $4.41K | 0.00% | +35 | New |
| S&T Bank | 36 | $4.54K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 39 | $4.92K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 40 | $5.00K | 0.00% | −10−20.0% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 40 | $5.06K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 41 | $5.17K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 45 | $5.31K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 43 | $5.42K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 49 | $6.18K | 0.00% | −1−2.0% | Reduced |
| Westend Capital Management, LLC | 50 | $6.30K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 50 | $6.30K | 0.00% | +20+66.7% | Added |
| Flagship Wealth Advisors, LLC | 50 | $6.30K | 0.00% | +50 | New |
| Truvestments Capital LLC | 53 | $6.68K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 55 | $6.93K | 0.00% | +25+83.3% | Added |
| Anchor Investment Management, LLC | 55 | $6.93K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 56 | $7.00K | 0.00% | −3−5.1% | Reduced |
| American National Bank | 57 | $7.18K | 0.00% | +57 | New |
| Marshall & Sterling Wealth Advisors Inc. | 59 | $7.44K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 61 | $7.73K | 0.00% | +3+5.2% | Added |
| McIlrath & Eck, LLC | 63 | $7.94K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 63 | $7.94K | 0.00% | +63 | New |
| Strategic Advocates LLC | 63 | $7.94K | 0.00% | +63 | New |
| Darwin Advisors, LLC | 63 | $8.02K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 64 | $8.07K | 0.01% | −37−36.6% | Reduced |
| Westfuller Advisors, LLC | 66 | $8.32K | 0.00% | +66 | New |
| Ogorek Anthony Joseph | 75 | $9.00K | 0.00% | +56+294.7% | Added |
| Sachetta, LLC | 73 | $9.20K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 74 | $9.33K | 0.00% | +2+2.8% | Added |
| True Wealth Design, LLC | 74 | $9.36K | 0.00% | −21−22.1% | Reduced |
| Larson Financial Group LLC | 79 | $9.96K | 0.00% | +24+43.6% | Added |
| Strengthening Families & Communities, LLC | 79 | $9.98K | 0.00% | +79 | New |
| Armstrong Advisory Group, Inc | 83 | $10.5K | 0.00% | +6+7.8% | Added |
| Bruce G. Allen Investments, LLC | 88 | $11.1K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 90 | $11.3K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 90 | $11.3K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 91 | $11.5K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 93 | $11.7K | 0.00% | +88+1,760.0% | Added |
| Private Wealth Asset Management, LLC | 98 | $12.4K | 0.00% | −388−79.8% | Reduced |
| Solstein Capital, LLC | 102 | $12.9K | 0.01% | 00.0% | Unchanged |