| Avion Wealth | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 3 | $0 | 0.00% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 1 | $75 | 0.00% | +1 | New |
| Nvest Wealth Strategies, Inc. | 3 | $227 | 0.00% | +3 | New |
| Salem Investment Counselors Inc | 3 | $229 | 0.00% | +3 | New |
| Toth Financial Advisory Corp | 4 | $302 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 4 | $305 | 0.00% | +4 | New |
| Murphy & Mullick Capital Management Corp | 6 | $452 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 6 | $453 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 7 | $528 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 7 | $528 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 7 | $532 | 0.00% | +7 | Added |
| Godfrey Financial Associates, Inc. | 12 | $906 | 0.00% | −7−36.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 12 | $906 | 0.00% | +12 | New |
| Basecamp Wealth Advisors LLC | 16 | $1.20K | 0.00% | −4−20.0% | Reduced |
| Raffa Wealth Management, LLC | 16 | $1.21K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 16 | $1.21K | 0.00% | +16 | New |
| Raleigh Capital Management Inc. | 17 | $1.28K | 0.00% | +17 | New |
| SWAN Capital LLC | 18 | $1.36K | 0.00% | +18 | New |
| Legacy Wealth Managment, LLC | 19 | $1.43K | 0.00% | +19 | New |
| Key Financial Inc | 20 | $1.50K | 0.00% | −12−37.5% | Reduced |
| UMA Financial Services, Inc. | 20 | $1.51K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 20 | $1.51K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 21 | $1.58K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 21 | $1.58K | 0.00% | +16+320.0% | Added |
| Bell Investment Advisors, Inc | 22 | $1.66K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 23 | $1.73K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 25 | $1.89K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 25 | $1.89K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 27 | $2.03K | 0.00% | +27 | New |
| Sumitomo Life Insurance Co | 28,700 | $2.17K | 0.00% | +28,700 | New |
| Fortitude Family Office, LLC | 30 | $2.26K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 30 | $2.26K | 0.00% | +30 | New |
| Monetary Solutions, Ltd | 31 | $2.34K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 31 | $2.34K | 0.00% | +31 | New |
| Archer Investment Corp | 34 | $2.57K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 36 | $2.72K | 0.00% | −2−5.3% | Reduced |
| Cornerstone Financial Management LLC | 36 | $2.72K | 0.00% | +13+56.5% | Added |
| First Pacific Financial | 37 | $2.79K | 0.00% | +37 | New |
| Hilton Head Capital Partners, LLC | 38 | $2.87K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 39 | $2.94K | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 40 | $3.02K | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 40 | $3.02K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 43 | $3.24K | 0.00% | −22−33.8% | Reduced |
| Lodestone Wealth Management LLC | 44 | $3.32K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 45 | $3.40K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 49 | $3.70K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 49 | $3.70K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 50 | $3.77K | 0.00% | +10+25.0% | Added |
| Smallwood Wealth Investment Management, LLC | 51 | $3.85K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 51 | $3.92K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 52 | $3.92K | 0.00% | +52 | New |
| Pinnacle Bancorp, Inc. | 53 | $4.00K | 0.00% | −63−54.3% | Reduced |
| GoalVest Advisory LLC | 56 | $4.23K | 0.00% | +56 | New |
| Strategic Wealth Partners, Ltd. | 58 | $4.35K | 0.00% | +8+16.0% | Added |
| Essential Partners LLC | 59 | $4.45K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 64 | $4.86K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 65 | $4.91K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 68 | $5.13K | 0.00% | +68 | New |
| Acumen Wealth Advisors, LLC | 68 | $5.17K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 71 | $5.39K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 78 | $5.89K | 0.00% | −49−38.6% | Reduced |
| Bogart Wealth, LLC | 79 | $5.96K | 0.00% | +70+777.8% | Added |
| WealthCollab, LLC | 79 | $5.96K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 82 | $6.19K | 0.00% | −3,655−97.8% | Reduced |
| JPL Wealth Management, LLC | 86 | $6.49K | 0.00% | +86 | New |
| Costello Asset Management, INC | 87 | $6.57K | 0.00% | +87 | New |
| Strengthening Families & Communities, LLC | 91 | $6.87K | 0.00% | +1+1.1% | Added |
| Country Trust Bank | 95 | $7.17K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 98 | $7.39K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 100 | $7.55K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 100 | $7.55K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 100 | $7.55K | 0.00% | +100 | New |
| Ossiam | 101 | $7.60K | 0.00% | +101 | New |
| Sound Income Strategies, LLC | 102 | $7.61K | 0.00% | +45+78.9% | Added |
| Barrett & Company, Inc. | 101 | $7.61K | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 101 | $7.68K | 0.01% | −65−39.2% | Reduced |
| Innovative Asset Advisors Group, LLC | 101 | $7.68K | 0.00% | +101 | New |
| Twin Peaks Wealth Advisors, LLC | 104 | $7.85K | 0.00% | +104 | New |
| General Partner, Inc. | 107 | $8.07K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 113 | $8.53K | 0.00% | +17+17.7% | Added |
| Cornerstone Planning Group LLC | 112 | $8.65K | 0.00% | +23+25.8% | Added |
| Blume Capital Management, Inc. | 138 | $10.4K | 0.00% | −31,953−99.6% | Reduced |
| JFS Wealth Advisors, LLC | 141 | $10.6K | 0.00% | 00.0% | Unchanged |
| Hara Capital LLC | 140 | $10.6K | 0.01% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 144 | $10.9K | 0.01% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 147 | $11.1K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 154 | $11.6K | 0.00% | +74+92.5% | Added |
| Community Bank, N.A. | 160 | $12.1K | 0.00% | +160 | New |
| Fifth Third Bancorp | 161 | $12.1K | 0.00% | +21+15.0% | Added |
| REAP Financial Group, LLC | 175 | $13.2K | 0.00% | +175 | New |
| MB, Levis & Associates, LLC | 187 | $14.1K | 0.01% | 00.0% | Unchanged |
| Sankala Group LLC | 201 | $15.0K | 0.01% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 200 | $15.1K | 0.01% | −63−24.0% | Reduced |
| Smartleaf Asset Management LLC | 219 | $16.8K | 0.00% | +100+84.0% | Added |
| Nisa Investment Advisors, LLC | 234 | $17.8K | 0.00% | +14+6.4% | Added |
| McIlrath & Eck, LLC | 255 | $19.2K | 0.00% | +255 | New |
| Harvest Fund Management Co., Ltd | 271 | $20.0K | 0.00% | +271 | New |