| Financial Life Planners | 1 | $118 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 1 | $208 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $208 | 0.00% | +1 | New |
| Provenance Wealth Advisors, LLC | 2 | $416 | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 2 | $416 | 0.00% | +2 | New |
| Cassady Schiller Wealth Management, LLC | 2 | $416 | 0.00% | +2 | New |
| WealthTrak Capital Management LLC | 2 | $416 | 0.00% | +2 | New |
| Cornerstone Planning Group LLC | 2 | $430 | 0.00% | −5−71.4% | Reduced |
| Parkworth Wealth Management, Inc. | 3 | $624 | 0.00% | +3 | New |
| Redwood Park Advisors LLC | 4 | $832 | 0.00% | +4 | New |
| TD Capital Management LLC | 4 | $840 | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 4 | $850 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 6 | $1.00K | 0.00% | −3−33.3% | Reduced |
| Avion Wealth | 6 | $1.00K | 0.00% | −5−45.5% | Reduced |
| Wood Tarver Financial Group, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Horizon Financial Services, LLC | 5 | $1.04K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 5 | $1.04K | 0.00% | +5 | New |
| Nova Wealth Management, Inc. | 5 | $1.04K | 0.00% | +5 | New |
| Crowley Wealth Management, Inc. | 5 | $1.04K | 0.00% | +5 | New |
| Trifecta Capital Advisors, LLC | 5 | $1.04K | 0.00% | −20−80.0% | Reduced |
| Riggs Asset Managment Co. Inc. | 6 | $1.25K | 0.00% | +6 | New |
| Cape Investment Advisory, Inc. | 6 | $1.25K | 0.00% | +6 | New |
| Principia Wealth Advisory, LLC | 6 | $1.25K | 0.00% | +6 | New |
| TFC Financial Management | 6 | $1.25K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 6 | $1.25K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 6 | $1.25K | 0.00% | +6 | Added |
| Raffa Wealth Management, LLC | 9 | $1.87K | 0.00% | +9 | New |
| Conquis Financial LLC | 9 | $1.87K | 0.00% | +9 | New |
| Park Square Financial Group, LLC | 9 | $1.87K | 0.00% | +9 | New |
| Tortoise Investment Management, LLC | 10 | $2.08K | 0.00% | −8−44.4% | Reduced |
| New Millennium Group LLC | 10 | $2.08K | 0.00% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 10 | $2.08K | 0.00% | +10 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 10 | $2.09K | 0.00% | −8−44.4% | Reduced |
| Sachetta, LLC | 10 | $2.11K | 0.00% | −24−70.6% | Reduced |
| PSI Advisors, LLC | 11 | $2.29K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 11 | $2.29K | 0.00% | −9−45.0% | Reduced |
| Creative Financial Designs Inc | 11 | $2.31K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 12 | $2.50K | 0.00% | +12 | New |
| Winch Advisory Services, LLC | 13 | $2.70K | 0.00% | +13 | New |
| Mendota Financial Group, LLC | 13 | $2.70K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 13 | $2.71K | 0.00% | +12+1,200.0% | Added |
| NBC Securities, Inc. | 13 | $2.77K | 0.25% | −13,458−99.9% | Reduced |
| Beaird Harris Wealth Management, LLC | 14 | $2.91K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 15 | $3.12K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 15 | $3.12K | 0.14% | +15 | New |
| Synergy Financial Management, LLC | 13 | $3.12K | 0.00% | +13 | New |
| Millstone Evans Group, LLC | 17 | $3.53K | 0.00% | +17 | New |
| Marshall & Sterling Wealth Advisors Inc. | 18 | $3.55K | 0.00% | +18 | New |
| Kiely Wealth Advisory Group, Inc. | 17 | $3.57K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 18 | $3.74K | 0.00% | −35−66.0% | Reduced |
| Carolina Wealth Advisors, LLC | 18 | $3.74K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 18 | $3.74K | 0.00% | −3−14.3% | Reduced |
| Whipplewood Advisors, LLC | 18 | $3.74K | 0.00% | +18 | New |
| Capital & Planning, LLC | 20 | $4.16K | 0.00% | +20 | New |
| FLP Wealth Management, LLC | 20 | $4.23K | 0.01% | +20 | New |
| DiNuzzo Private Wealth, Inc. | 21 | $4.37K | 0.00% | +5+31.3% | Added |
| Fedenia Advisers LLC | 21 | $4.37K | 0.00% | +21 | New |
| MPWM Advisory Solutions, LLC | 21 | $4.37K | 0.00% | +21 | New |
| ZRC Wealth Management, LLC | 22 | $4.57K | 0.00% | +22 | New |
| Rakuten Securities, Inc. | 24 | $4.99K | 0.00% | −34−58.6% | Reduced |
| Sugarloaf Wealth Management, LLC | 24 | $4.99K | 0.00% | 00.0% | Unchanged |
| Atala Financial Inc | 24 | $4.99K | 0.00% | +24 | New |
| Murphy & Mullick Capital Management Corp | 24 | $5.01K | 0.00% | +24 | New |
| City State Bank | 25 | $5.20K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 25 | $5.20K | 0.00% | +25 | New |
| WPG Advisers, LLC | 25 | $5.20K | 0.00% | +25 | New |
| Tidemark, LLC | 27 | $5.61K | 0.00% | +16+145.5% | Added |
| HighMark Wealth Management LLC | 28 | $5.82K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 29 | $6.03K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 29 | $6.03K | 0.00% | +29 | New |
| Godsey & Gibb Associates | 30 | $6.24K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 30 | $6.24K | 0.01% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 30 | $6.24K | 0.00% | +30 | New |
| Solstein Capital, LLC | 31 | $6.44K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 31 | $6.44K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 31 | $6.44K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 34 | $7.07K | 0.00% | −254−88.2% | Reduced |
| Fairway Wealth LLC | 34 | $7.07K | 0.00% | +34 | New |
| Painted Porch Advisors LLC | 37 | $7.69K | 0.00% | −19−33.9% | Reduced |
| NewSquare Capital LLC | 37 | $7.69K | 0.00% | +37 | New |
| Creative Capital Management Investments LLC | 37 | $7.69K | 0.00% | +37 | New |
| Compass Planning Associates Inc | 37 | $7.79K | 0.01% | +37 | New |
| Frazier Financial Advisors, LLC | 38 | $7.88K | 0.01% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 38 | $7.90K | 0.01% | +38 | New |
| Wolff Wiese Magana LLC | 39 | $8.11K | 0.01% | 00.0% | Unchanged |
| Transce3nd, LLC | 40 | $8.31K | 0.00% | +40 | New |
| Legend Financial Advisors, Inc. | 41 | $8.52K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 41 | $8.52K | 0.00% | +41 | New |
| Highline Wealth Partners LLC | 42 | $8.73K | 0.00% | −3−6.7% | Reduced |
| Davidson Capital Management Inc. | 43 | $8.94K | 0.00% | +9+26.5% | Added |
| Quarry LP | 43 | $8.94K | 0.00% | +43 | New |
| Abound Wealth Management | 43 | $8.95K | 0.00% | −3−6.5% | Reduced |
| TSFG, LLC | 42 | $9.00K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 44 | $9.15K | 0.00% | +44 | New |
| Independence Bank of Kentucky | 45 | $9.35K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 45 | $9.35K | 0.00% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 48 | $9.98K | 0.01% | +48 | New |
| GoalVest Advisory LLC | 48 | $9.98K | 0.00% | −59−55.1% | Reduced |
| Webster Bank, N. A. | 48 | $9.98K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 48 | $9.98K | 0.00% | +22+84.6% | Added |