| Strengthening Families & Communities, LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 2 | $0 | 0.00% | +2 | New |
| Activest Wealth Management | 1 | $53 | 0.00% | +1 | New |
| SOA Wealth Advisors, LLC. | 2 | $105 | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 3 | $158 | 0.00% | +3 | New |
| Capital A Wealth Management, LLC | 3 | $158 | 0.00% | +3 | New |
| Cape Investment Advisory, Inc. | 4 | $210 | 0.00% | +4 | New |
| Quest 10 Wealth Builders, Inc. | 4 | $210 | 0.00% | +4 | New |
| FLP Wealth Management, LLC | 4 | $210 | 0.00% | +4 | New |
| Chesapeake Asset Management LLC | 5 | $262 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 6 | $315 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 8 | $420 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 8 | $420 | 0.00% | +8 | New |
| Prestige Wealth Management Group LLC | 8 | $421 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 9 | $473 | 0.00% | +9 | New |
| Redwood Park Advisors LLC | 11 | $579 | 0.00% | +11 | New |
| Newbridge Financial Services Group, Inc. | 12 | $631 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 12 | $631 | 0.00% | +12 | New |
| Asset Dedication, LLC | 13 | $684 | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 14 | $736 | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 15 | $788 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 16 | $841 | 0.00% | −21−56.8% | Reduced |
| Richardson Financial Services Inc. | 18 | $946 | 0.00% | −18−50.0% | Reduced |
| Coastline Trust Co | 19 | $999 | 0.00% | +19 | New |
| Wolff Wiese Magana LLC | 20 | $1.05K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 20 | $1.05K | 0.00% | +20 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 22 | $1.16K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 25 | $1.23K | 0.00% | +2+8.7% | Added |
| BankPlus Trust Department | 24 | $1.26K | 0.00% | +24 | New |
| True Wealth Design, LLC | 28 | $1.47K | 0.00% | +8+40.0% | Added |
| Glen Eagle Advisors, LLC | 30 | $1.58K | 0.00% | −20−40.0% | Reduced |
| Nemes Rush Group LLC | 30 | $1.58K | 0.00% | +10+50.0% | Added |
| Transce3nd, LLC | 32 | $1.68K | 0.00% | +32 | New |
| Orion Capital Management LLC | 35 | $1.84K | 0.00% | +35 | New |
| Eagle Bay Advisors LLC | 36 | $1.89K | 0.00% | −15,000−99.8% | Reduced |
| WPG Advisers, LLC | 36 | $1.89K | 0.00% | +36 | New |
| Trifecta Capital Advisors, LLC | 36 | $1.89K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 37 | $1.95K | 0.00% | +19+105.6% | Added |
| Mascoma Wealth Management LLC | 38 | $2.00K | 0.00% | +38 | New |
| Bank of Jackson Hole Trust | 39 | $2.05K | 0.00% | +39 | New |
| TD Capital Management LLC | 40 | $2.10K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 41 | $2.15K | 0.00% | −34−45.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 41 | $2.15K | 0.00% | +4+10.8% | Added |
| Clark Wealth Partners | 41 | $2.15K | 0.00% | +41 | New |
| Lowe Wealth Advisors, LLC | 44 | $2.31K | 0.00% | +44 | New |
| NewSquare Capital LLC | 46 | $2.42K | 0.00% | +46 | New |
| Beaird Harris Wealth Management, LLC | 48 | $2.52K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 48 | $2.52K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 48 | $2.52K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 48 | $2.52K | 0.11% | +48 | New |
| Sunbelt Securities, Inc. | 49 | $2.57K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 52 | $2.73K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 54 | $2.84K | 0.00% | +54 | New |
| SJS Investment Consulting Inc. | 56 | $2.92K | 0.00% | −6,001−99.1% | Reduced |
| Truvestments Capital LLC | 56 | $2.94K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 56 | $2.94K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 56 | $2.94K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 57 | $3.00K | 0.00% | +43+307.1% | Added |
| Avion Wealth | 75 | $3.00K | 0.00% | +44+141.9% | Added |
| Clal Insurance Enterprises Holdings Ltd | 50 | $3.00K | 0.00% | +50 | New |
| Golden State Wealth Management, LLC | 58 | $3.05K | 0.00% | +58 | New |
| Moisand Fitzgerald Tamayo, LLC | 58 | $3.05K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 60 | $3.15K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 60 | $3.15K | 0.00% | +60 | New |
| Carolinas Wealth Consulting LLC | 62 | $3.26K | 0.00% | −20−24.4% | Reduced |
| TFC Financial Management | 65 | $3.42K | 0.00% | +9+16.1% | Added |
| Lazard Asset Management LLC | 83 | $4.00K | 0.00% | −24−22.4% | Reduced |
| Winthrop Capital Management, LLC | 80 | $4.00K | 0.00% | +30+60.0% | Added |
| Human Investing LLC | 80 | $4.21K | 0.00% | +80 | New |
| Cassady Schiller Wealth Management, LLC | 81 | $4.26K | 0.00% | +81 | New |
| Lee Danner & Bass Inc | 82 | $4.31K | 0.00% | +82 | New |
| Provenance Wealth Advisors, LLC | 83 | $4.36K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 84 | $4.42K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 88 | $4.63K | 0.00% | +88 | New |
| Hoey Investments, Inc | 92 | $4.84K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 94 | $4.94K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 97 | $5.10K | 0.00% | +7+7.8% | Added |
| Toth Financial Advisory Corp | 100 | $5.26K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 100 | $5.26K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 100 | $5.26K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 104 | $5.47K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 110 | $5.78K | 0.01% | +110 | New |
| Cetera Trust Company, N.A | 112 | $5.89K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 113 | $5.94K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 118 | $6.20K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 120 | $6.31K | 0.00% | +20+20.0% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 120 | $6.31K | 0.01% | +120 | New |
| Carolina Wealth Advisors, LLC | 122 | $6.41K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 122 | $6.41K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 132 | $6.94K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 137 | $7.20K | 0.00% | +19+16.1% | Added |
| BFSG, LLC | 141 | $7.41K | 0.00% | −3−2.1% | Reduced |
| HM Payson & Co | 144 | $7.57K | 0.00% | −34−19.1% | Reduced |
| Meeder Asset Management Inc | 150 | $7.88K | 0.00% | −16−9.6% | Reduced |
| Harbor Investment Advisory, LLC | 150 | $7.88K | 0.00% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 150 | $7.88K | 0.01% | +150 | New |
| Trust Co of Vermont | 152 | $7.99K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 161 | $8.46K | 0.00% | +80+98.8% | Added |
| Raffa Wealth Management, LLC | 162 | $8.52K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 178 | $8.78K | 0.00% | 00.0% | Unchanged |