| Ballast Advisors LLC | 0 | $21 | 0.00% | 0 | New |
| Tidemark, LLC | 4 | $290 | 0.00% | +4 | New |
| Trust Co | 5 | $362 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 5 | $363 | 0.00% | −6−54.5% | Reduced |
| Bruce G. Allen Investments, LLC | 6 | $435 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 6 | $435 | 0.00% | +6 | New |
| Cassaday & Co Wealth Management LLC | 7 | $508 | 0.00% | +7 | New |
| Nvest Wealth Strategies, Inc. | 7 | $508 | 0.00% | +7 | New |
| DecisionPoint Financial, LLC | 8 | $580 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 8 | $580 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 8 | $580 | 0.00% | 00.0% | Unchanged |
| TopTier Wealth Management, LLC | 8 | $580 | 0.00% | +8 | New |
| Sofos Investments, Inc. | 10 | $725 | 0.00% | +10 | New |
| Kingdom Financial Group LLC. | 12 | $870 | 0.00% | +9+300.0% | Added |
| Lloyd Advisory Services, LLC. | 12 | $870 | 0.00% | +12 | New |
| PayPay Securities Corp | 13 | $980 | 0.03% | −5−27.8% | Reduced |
| Phillip James Consulting Co. | 7 | $1.00K | 0.00% | +7 | New |
| Arcadia Investment Management Corp | 14 | $1.01K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 15 | $1.09K | 0.00% | −102−87.2% | Reduced |
| Portus Wealth Advisors, LLC | 15 | $1.09K | 0.00% | +15 | New |
| Stone House Investment Management, LLC | 16 | $1.16K | 0.00% | +6+60.0% | Added |
| HFM Investment Advisors, LLC | 17 | $1.23K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 17 | $1.23K | 0.00% | 00.0% | Unchanged |
| Napier Financial, LLC | 19 | $1.38K | 0.00% | +19 | New |
| Global Wealth Strategies & Associates | 20 | $1.45K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 20 | $1.45K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 21 | $1.52K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 24 | $1.74K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 25 | $1.81K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 25 | $1.81K | 0.00% | +10+66.7% | Added |
| Ogorek Anthony Joseph | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 28 | $2.03K | 0.02% | +28 | New |
| Prestige Wealth Management Group LLC | 28 | $2.03K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 28 | $2.03K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 28 | $2.03K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 29 | $2.10K | 0.00% | +24+480.0% | Added |
| Banque Transatlantique SA | 30 | $2.17K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 31 | $2.25K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 31 | $2.25K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 32 | $2.29K | 0.00% | +2+6.7% | Added |
| Orion Capital Management LLC | 35 | $2.54K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 35 | $2.54K | 0.00% | +35 | New |
| Mascoma Wealth Management LLC | 38 | $2.75K | 0.00% | −15−28.3% | Reduced |
| Morton Brown Family Wealth, LLC | 39 | $2.83K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 41 | $2.97K | 0.00% | +22+115.8% | Added |
| Valley National Advisers Inc | 42 | $3.00K | 0.00% | +11+35.5% | Added |
| Vermillion Wealth Management, Inc. | 42 | $3.04K | 0.00% | +42 | New |
| Bayban | 44 | $3.19K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 44 | $3.19K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 45 | $3.26K | 0.00% | +5+12.5% | Added |
| Quest 10 Wealth Builders, Inc. | 45 | $3.26K | 0.00% | +43+2,150.0% | Added |
| Longfellow Investment Management Co LLC | 48 | $3.48K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 49 | $3.55K | 0.00% | +49 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 50 | $3.62K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 50 | $3.62K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 51 | $3.69K | 0.00% | 00.0% | Unchanged |
| Sherman Asset Management, Inc. | 51 | $3.69K | 0.00% | +51 | New |
| Strategic Wealth Partners, Ltd. | 52 | $3.77K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 53 | $3.84K | 0.00% | −8−13.1% | Reduced |
| Pittenger & Anderson Inc | 54 | $3.91K | 0.00% | 00.0% | Unchanged |
| Paladin Partners, LLC | 54 | $3.91K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 55 | $3.98K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 55 | $3.98K | 0.00% | +55 | New |
| Kayne Anderson Rudnick Investment Management LLC | 55 | $4.02K | 0.00% | −9−14.1% | Reduced |
| Granite FO LLC | 56 | $4.06K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 56 | $4.06K | 0.00% | +6+12.0% | Added |
| Rosenberg Matthew Hamilton | 57 | $4.13K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 60 | $4.35K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 61 | $4.42K | 0.00% | 00.0% | Unchanged |
| City State Bank | 62 | $4.49K | 0.00% | +62 | New |
| Ankerstar Wealth, LLC | 63 | $4.57K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 63 | $4.57K | 0.00% | +63 | New |
| Signature Resources Capital Management, LLC | 67 | $4.86K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 67 | $4.86K | 0.00% | +29+76.3% | Added |
| Plante Moran Financial Advisors, LLC | 69 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 69 | $5.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 75 | $5.00K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 65 | $5.00K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 59 | $5.10K | 0.00% | +25+73.5% | Added |
| Burk Holdings LLC | 77 | $5.58K | 0.00% | +77 | New |
| MJT & Associates Financial Advisory Group, Inc. | 77 | $5.58K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 81 | $5.87K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 81 | $5.87K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 82 | $5.94K | 0.00% | +15+22.4% | Added |
| Provenance Wealth Advisors, LLC | 83 | $6.01K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 84 | $6.09K | 0.00% | −18−17.6% | Reduced |
| GHP Investment Advisors, Inc. | 84 | $6.09K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 86 | $6.23K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 87 | $6.30K | 0.00% | +22+33.8% | Added |
| Tiaa Trust, National Association | 89 | $6.45K | 0.00% | −4,430−98.0% | Reduced |
| Security National Bank | 90 | $6.52K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 92 | $6.67K | 0.00% | +92 | New |
| Avalon Trust Co | 93 | $6.74K | 0.00% | +93 | New |
| Basepoint Wealth LLC | 96 | $6.96K | 0.00% | +79+464.7% | Added |
| HHM Wealth Advisors, LLC | 100 | $7.25K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 103 | $7.46K | 0.01% | +7+7.3% | Added |
| Barrett & Company, Inc. | 104 | $7.54K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 104 | $7.54K | 0.00% | +23+28.4% | Added |
| Dogwood Wealth Management LLC | 105 | $7.61K | 0.00% | +10+10.5% | Added |