| Comprehensive Financial Planning, Inc. | 1 | $84 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 2 | $168 | 0.00% | +2 | New |
| Seneschal Advisors, LLC | 3 | $252 | 0.00% | +3 | New |
| Davis Capital Management | 4 | $335 | 0.00% | +4 | New |
| HFM Investment Advisors, LLC | 5 | $419 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 7 | $587 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 8 | $670 | 0.00% | +2+33.3% | Added |
| Anfield Capital Management, LLC | 8 | $670 | 0.00% | +8 | New |
| SJS Investment Consulting Inc. | 8 | $671 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $838 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 10 | $838 | 0.00% | +10 | New |
| Private Wealth Asset Management, LLC | 10 | $838 | 0.00% | +10 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 10 | $839 | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 10 | $839 | 0.00% | +10 | New |
| Ogorek Anthony Joseph | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 12 | $1.00K | 0.00% | +1+9.1% | Added |
| UMA Financial Services, Inc. | 12 | $1.01K | 0.00% | +12 | New |
| Cornerstone Planning Group LLC | 13 | $1.02K | 0.00% | −17−56.7% | Reduced |
| Financial Management Professionals, Inc. | 13 | $1.09K | 0.00% | +13 | New |
| Caitong International Asset Management Co., Ltd | 14 | $1.17K | 0.00% | +11+366.7% | Added |
| Raffa Wealth Management, LLC | 16 | $1.34K | 0.00% | +16 | New |
| Cedar Mountain Advisors, LLC | 16 | $1.34K | 0.00% | +16 | New |
| Tortoise Investment Management, LLC | 18 | $1.51K | 0.00% | +5+38.5% | Added |
| BankPlus Trust Department | 21 | $1.76K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 21 | $1.76K | 0.00% | +9+75.0% | Added |
| American Capital Advisory, LLC | 23 | $1.93K | 0.00% | +2+9.5% | Added |
| DiNuzzo Private Wealth, Inc. | 25 | $1.94K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 28 | $2.35K | 0.00% | −212−88.3% | Reduced |
| Rialto Wealth Management, LLC | 28 | $2.35K | 0.00% | +4+16.7% | Added |
| DAGCO, Inc. | 30 | $2.51K | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 30 | $2.51K | 0.00% | +30 | New |
| Cromwell Holdings LLC | 33 | $2.77K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 38 | $3.26K | 0.00% | +38 | New |
| Glen Eagle Advisors, LLC | 39 | $3.27K | 0.00% | −51−56.7% | Reduced |
| Anchor Investment Management, LLC | 40 | $3.35K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 40 | $3.35K | 0.00% | +40 | New |
| Prestige Wealth Management Group LLC | 41 | $3.44K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 43 | $3.60K | 0.00% | +12+38.7% | Added |
| Capital Advisors, Ltd. LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 52 | $4.00K | 0.00% | +52 | New |
| Retirement Wealth Solutions LLC | 48 | $4.02K | 0.00% | +48 | New |
| ORG Wealth Partners, LLC | 50 | $4.19K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 50 | $4.19K | 0.00% | +33+194.1% | Added |
| Flagship Wealth Advisors, LLC | 50 | $4.19K | 0.00% | +50 | New |
| JFS Wealth Advisors, LLC | 52 | $4.36K | 0.00% | +6+13.0% | Added |
| Wealth Watch Advisors, INC | 55 | $4.61K | 0.00% | +55 | New |
| Frazier Financial Advisors, LLC | 59 | $4.95K | 0.00% | −16−21.3% | Reduced |
| Sachetta, LLC | 69 | $5.78K | 0.00% | 00.0% | Unchanged |
| Performa Ltd (US), LLC | 70 | $5.87K | 0.00% | −55−44.0% | Reduced |
| Avion Wealth | 82 | $6.00K | 0.00% | +10+13.9% | Added |
| Asset Dedication, LLC | 75 | $6.29K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 75 | $6.29K | 0.00% | 00.0% | Unchanged |
| Inlight Wealth Management, LLC | 82 | $6.87K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 82 | $6.87K | 0.00% | +18+28.1% | Added |
| Tower View Investment Management & Research LLC | 90 | $7.54K | 0.00% | −10−10.0% | Reduced |
| MCF Advisors LLC | 92 | $7.71K | 0.00% | −48−34.3% | Reduced |
| Bare Financial Services, Inc | 94 | $7.88K | 0.00% | +7+8.0% | Added |
| High Note Wealth, LLC | 95 | $7.96K | 0.00% | +1+1.1% | Added |
| Montag A & Associates Inc | 98 | $8.21K | 0.00% | +58+145.0% | Added |
| Trust Co of Toledo NA | 100 | $8.38K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 100 | $8.38K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 100 | $8.38K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 100 | $8.38K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 100 | $8.38K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 100 | $8.38K | 0.00% | +100 | New |
| Steigerwald, Gordon & Koch Inc. | 100 | $8.38K | 0.00% | +100 | New |
| Hughes Financial Services, LLC | 93 | $8.60K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 110 | $9.22K | 0.00% | −90−45.0% | Reduced |
| Bayforest Capital Ltd | 116 | $9.72K | 0.00% | −1,630−93.4% | Reduced |
| Clear Investment Research, LLC | 117 | $9.81K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 125 | $10.5K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 129 | $10.8K | 0.00% | +29+29.0% | Added |
| Private Wealth Management Group, LLC | 129 | $10.8K | 0.00% | +50+63.3% | Added |
| Aviso Financial Inc. | 130 | $10.9K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 138 | $11.6K | 0.00% | −2,200−94.1% | Reduced |
| Hemington Wealth Management | 167 | $13.0K | 0.00% | +25+17.6% | Added |
| Center for Financial Planning, Inc. | 170 | $14.2K | 0.00% | +170 | New |
| Bell Investment Advisors, Inc | 172 | $14.4K | 0.00% | −96−35.8% | Reduced |
| Financial Network Wealth Advisors LLC | 187 | $15.7K | 0.02% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 190 | $15.9K | 0.00% | +15+8.6% | Added |
| Salomon & Ludwin, LLC | 184 | $16.0K | 0.00% | +184 | New |
| VSM Wealth Advisory, LLC | 200 | $16.8K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 225 | $18.9K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 227 | $19.0K | 0.00% | +160+238.8% | Added |
| Root Financial Partners, LLC | 231 | $19.4K | 0.00% | +231 | New |
| Cullen/Frost Bankers, Inc. | 234 | $19.6K | 0.00% | +150+178.6% | Added |
| NBC Securities, Inc. | 249 | $20.9K | 0.00% | −1,467−85.5% | Reduced |
| DHJJ Financial Advisors, Ltd. | 250 | $21.0K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 262 | $22.0K | 0.01% | +93+55.0% | Added |
| Farmers & Merchants Investments Inc | 270 | $22.6K | 0.00% | +14+5.5% | Added |
| Hurley Capital, LLC | 274 | $23.0K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 300 | $25.1K | 0.01% | 00.0% | Unchanged |
| Winnow Wealth LLC | 315 | $26.5K | 0.02% | +315 | New |
| Provenance Wealth Advisors, LLC | 321 | $26.9K | 0.00% | +321 | New |
| Sunbelt Securities, Inc. | 329 | $27.6K | 0.00% | +244+287.1% | Added |
| Foster Dykema Cabot & Partners, LLC | 330 | $27.7K | 0.00% | +330 | New |
| Rogco, LP | 337 | $28.2K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 338 | $28.3K | 0.00% | +338 | New |
| Assetmark, Inc | 341 | $28.6K | 0.00% | +222+186.6% | Added |
| Banque Transatlantique SA | 350 | $29.3K | 0.00% | +350 | New |