| Wood Tarver Financial Group, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 12 | $0 | 0.00% | +12 | New |
| Dunhill Financial, LLC | 1 | $77 | 0.00% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 3 | $232 | 0.00% | +3 | New |
| Atlantic Trust, LLC | 7 | $542 | 0.00% | −145−95.4% | Reduced |
| PayPay Securities Corp | 8 | $619 | 0.03% | −24−75.0% | Reduced |
| Trust Co of Toledo NA | 9 | $697 | 0.00% | +9 | New |
| Berkshire Capital Holdings Inc | 10 | $774 | 0.00% | 00.0% | Unchanged |
| CloudAlpha Capital Management Limited/Hong Kong | 10 | $774 | 0.00% | +10 | New |
| Kilter Group LLC | 10 | $774 | 0.00% | +10 | New |
| HFM Investment Advisors, LLC | 10 | $774 | 0.00% | +10 | New |
| Oliver Lagore Vanvalin Investment Group | 15 | $924 | 0.00% | +15 | New |
| Bay Harbor Wealth Management, LLC | 12 | $928 | 0.00% | +7+140.0% | Added |
| TFC Financial Management | 12 | $929 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 12 | $929 | 0.00% | +12 | New |
| Parkworth Wealth Management, Inc. | 15 | $1.16K | 0.00% | +6+66.7% | Added |
| Rosenberg Matthew Hamilton | 18 | $1.39K | 0.00% | −396−95.7% | Reduced |
| American Capital Advisory, LLC | 19 | $1.47K | 0.00% | +19 | New |
| Bare Financial Services, Inc | 20 | $1.55K | 0.00% | −4−16.7% | Reduced |
| S&T Bank | 20 | $1.55K | 0.00% | −2−9.1% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 20 | $1.55K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 20 | $1.55K | 0.00% | +3+17.6% | Added |
| Gen-Wealth Partners Inc | 20 | $1.55K | 0.00% | +20 | New |
| CarsonAllaria Wealth Management, Ltd. | 20 | $1.56K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 22 | $1.70K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 25 | $1.93K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 21 | $2.00K | 0.00% | −171−89.1% | Reduced |
| IMG Wealth Management, Inc. | 26 | $2.01K | 0.00% | +26 | New |
| Principia Wealth Advisory, LLC | 28 | $2.17K | 0.00% | +20+250.0% | Added |
| Beaird Harris Wealth Management, LLC | 28 | $2.17K | 0.00% | 00.0% | Unchanged |
| Total Investment Management Inc | 29 | $2.25K | 0.00% | +29 | New |
| Hoey Investments, Inc | 30 | $2.32K | 0.00% | −218−87.9% | Reduced |
| Aspect Partners, LLC | 30 | $2.33K | 0.00% | −9−23.1% | Reduced |
| Tortoise Investment Management, LLC | 33 | $2.55K | 0.00% | +33 | New |
| Kozak & Associates, Inc. | 39 | $2.83K | 0.00% | −27−40.9% | Reduced |
| Financial Connections Group, Inc. | 50 | $3.00K | 0.00% | −388−88.6% | Reduced |
| NewSquare Capital LLC | 39 | $3.02K | 0.00% | +39 | New |
| Aventus Investment Advisors, Inc. | 41 | $3.17K | 0.00% | +41 | New |
| New Millennium Group LLC | 41 | $3.18K | 0.00% | +11+36.7% | Added |
| Fairscale Capital, LLC | 42 | $3.38K | 0.00% | −11−20.8% | Reduced |
| Colonial Trust Co | 47 | $3.64K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 47 | $3.64K | 0.00% | +12+34.3% | Added |
| Maseco LLP | 47 | $3.64K | 0.00% | +47 | New |
| First Command Advisory Services, Inc. | 48 | $3.71K | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 48 | $3.71K | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 50 | $3.87K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 52 | $4.03K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 59 | $4.56K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 59 | $4.57K | 0.00% | −100−62.9% | Reduced |
| Ridgewood Investments LLC | 60 | $4.64K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 64 | $4.95K | 0.00% | +64 | New |
| WealthTrak Capital Management LLC | 65 | $5.03K | 0.00% | +60+1,200.0% | Added |
| Graney & King, LLC | 70 | $5.42K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 70 | $5.42K | 0.00% | +20+40.0% | Added |
| Financial Gravity Companies, Inc. | 72 | $5.57K | 0.00% | +72 | New |
| Darwin Advisors, LLC | 75 | $5.80K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 76 | $5.85K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 78 | $6.04K | 0.00% | −195−71.4% | Reduced |
| Ameriflex Group, Inc. | 76 | $6.08K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 83 | $6.42K | 0.00% | +29+53.7% | Added |
| CBIZ Investment Advisory Services, LLC | 88 | $6.81K | 0.00% | +81+1,157.1% | Added |
| C M Bidwell & Associates Ltd | 89 | $6.89K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 93 | $7.17K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 93 | $7.20K | 0.00% | +75+416.7% | Added |
| Addison Advisors LLC | 93 | $7.20K | 0.00% | −29−23.8% | Reduced |
| Webster Bank, N. A. | 96 | $7.43K | 0.00% | −10−9.4% | Reduced |
| Cornerstone Planning Group LLC | 99 | $7.59K | 0.00% | +41+70.7% | Added |
| Legacy Wealth Managment, LLC | 100 | $7.74K | 0.00% | −136−57.6% | Reduced |
| SWAN Capital LLC | 100 | $7.74K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 100 | $7.74K | 0.01% | 00.0% | Unchanged |
| Lavaca Capital LLC | 100 | $7.74K | 0.00% | +100 | New |
| Legacy Investment Solutions, LLC | 100 | $7.74K | 0.00% | +100 | New |
| TD Capital Management LLC | 101 | $7.80K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 102 | $7.92K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 111 | $8.00K | 0.00% | +52+88.1% | Added |
| Bellwether Advisors, LLC | 104 | $8.05K | 0.00% | −120,460−99.9% | Reduced |
| High Note Wealth, LLC | 107 | $8.28K | 0.00% | −2−1.8% | Reduced |
| Dogwood Wealth Management LLC | 127 | $9.14K | 0.00% | +122+2,440.0% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 120 | $9.29K | 0.02% | +110+1,100.0% | Added |
| Cetera Trust Company, N.A | 123 | $9.52K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 125 | $9.68K | 0.00% | 00.0% | Unchanged |
| Putney Financial Group LLC | 125 | $9.68K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 126 | $9.75K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 127 | $9.83K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 130 | $10.1K | 0.01% | −30−18.8% | Reduced |
| American National Bank | 131 | $10.1K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 132 | $10.2K | 0.00% | +53+67.1% | Added |
| Eukles Asset Management | 137 | $10.6K | 0.00% | +137 | New |
| Toth Financial Advisory Corp | 139 | $10.8K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 142 | $11.0K | 0.01% | −6−4.1% | Reduced |
| Bruce G. Allen Investments, LLC | 144 | $11.1K | 0.01% | −39−21.3% | Reduced |
| Crowley Wealth Management, Inc. | 150 | $11.6K | 0.01% | +150 | New |
| Riggs Asset Managment Co. Inc. | 157 | $12.2K | 0.00% | +135+613.6% | Added |
| HHM Wealth Advisors, LLC | 161 | $12.5K | 0.00% | +114+242.6% | Added |
| UMA Financial Services, Inc. | 164 | $12.7K | 0.00% | −46−21.9% | Reduced |
| WealthCollab, LLC | 165 | $12.8K | 0.01% | +165 | New |
| Prestige Wealth Management Group LLC | 166 | $12.8K | 0.00% | −29−14.9% | Reduced |
| Compass Financial Services Inc | 175 | $13.5K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 176 | $13.6K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 178 | $13.8K | 0.00% | +95+114.5% | Added |