| Signature Resources Capital Management, LLC | 1 | $112 | 0.00% | +1 | New |
| Winnow Wealth LLC | 1 | $113 | 0.00% | −3−75.0% | Reduced |
| Arcadia Investment Management Corp | 1 | $113 | 0.00% | +1 | New |
| Godfrey Financial Associates, Inc. | 2 | $224 | 0.00% | +2 | New |
| Stephens Consulting, LLC | 2 | $225 | 0.00% | +2 | New |
| Millstone Evans Group, LLC | 3 | $337 | 0.00% | −191−98.5% | Reduced |
| High Note Wealth, LLC | 3 | $337 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 3 | $337 | 0.01% | 00.0% | Unchanged |
| Davis Capital Management | 3 | $337 | 0.00% | +3 | New |
| Bare Financial Services, Inc | 4 | $449 | 0.00% | −1−20.0% | Reduced |
| Breakwater Investment Management | 4 | $449 | 0.00% | +4 | New |
| HFM Investment Advisors, LLC | 5 | $561 | 0.00% | −2−28.6% | Reduced |
| Seneschal Advisors, LLC | 5 | $561 | 0.00% | +1+25.0% | Added |
| Luken Investment Analytics, LLC | 6 | $673 | 0.00% | +6 | New |
| Rakuten Securities, Inc. | 6 | $673 | 0.00% | +6 | New |
| Colonial Trust Advisors | 7 | $761 | 0.00% | −626−98.9% | Reduced |
| 1015 Capital Partners, LLC | 8 | $897 | 0.00% | +8 | New |
| Crewe Advisors LLC | 8 | $898 | 0.00% | +8 | New |
| Smallwood Wealth Investment Management, LLC | 10 | $1.12K | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 10 | $1.12K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 10 | $1.12K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $1.12K | 0.00% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 10 | $1.12K | 0.00% | +10 | New |
| Proathlete Wealth Management LLC | 12 | $1.35K | 0.00% | +12 | New |
| Turning Point Benefit Group, Inc. | 13 | $1.46K | 0.00% | −3−18.8% | Reduced |
| LRI Investments, LLC | 13 | $1.46K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 13 | $1.46K | 0.00% | +12+1,200.0% | Added |
| Atlas Capital Advisors LLC | 13 | $1.46K | 0.00% | +13 | New |
| WealthCollab, LLC | 13 | $1.46K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 15 | $1.68K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 15 | $1.68K | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 15 | $1.75K | 0.00% | −62−80.5% | Reduced |
| 1620 Investment Advisors, Inc. | 16 | $1.79K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 17 | $1.91K | 0.00% | −2−10.5% | Reduced |
| Highline Wealth Partners LLC | 17 | $1.91K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 17 | $1.91K | 0.00% | +6+54.5% | Added |
| Global Wealth Strategies & Associates | 18 | $1.98K | 0.00% | −23−56.1% | Reduced |
| Reyes Financial Architecture, Inc. | 18 | $2.02K | 0.00% | +18 | New |
| Quattro Advisors LLC | 18 | $2.03K | 0.00% | +18 | New |
| Kilter Group LLC | 19 | $2.13K | 0.00% | −13−40.6% | Reduced |
| WPG Advisers, LLC | 20 | $2.24K | 0.00% | +2+11.1% | Added |
| NVWM, LLC | 20 | $2.24K | 0.00% | +16+400.0% | Added |
| IMG Wealth Management, Inc. | 20 | $2.24K | 0.00% | +20 | New |
| Principia Wealth Advisory, LLC | 22 | $2.47K | 0.00% | −289−92.9% | Reduced |
| Burkett Financial Services, LLC | 22 | $2.54K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 23 | $2.58K | 0.00% | −72−75.8% | Reduced |
| True Wealth Design, LLC | 23 | $2.58K | 0.00% | −4−14.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 24 | $2.69K | 0.00% | 00.0% | Unchanged |
| Networth Advisors, LLC | 26 | $2.92K | 0.00% | +26 | New |
| Monetary Solutions, Ltd | 26 | $2.92K | 0.00% | +26 | New |
| Dunhill Financial, LLC | 27 | $2.98K | 0.00% | −1−3.6% | Reduced |
| Ameriflex Group, Inc. | 29 | $3.25K | 0.00% | −389−93.1% | Reduced |
| Center for Financial Planning, Inc. | 29 | $3.25K | 0.00% | +29 | New |
| DiNuzzo Private Wealth, Inc. | 30 | $3.37K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 31 | $3.48K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 31 | $3.48K | 0.00% | +31 | New |
| Cornerstone Financial Management LLC | 31 | $3.48K | 0.00% | +31 | New |
| Friedenthal Financial | 32 | $3.59K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 33 | $3.70K | 0.00% | +7+26.9% | Added |
| Abound Wealth Management | 33 | $3.71K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 34 | $3.87K | 0.00% | +1+3.0% | Added |
| HHM Wealth Advisors, LLC | 35 | $3.88K | 0.00% | +1+2.9% | Added |
| Evolution Wealth Management Inc. | 35 | $3.93K | 0.00% | +35 | New |
| United Financial Planning Group LLC | 35 | $3.93K | 0.00% | +35 | New |
| Sunrise Financial Services, LLC | 35 | $3.93K | 0.00% | +35 | New |
| Estate Planners Group, LLC | 36 | $4.02K | 0.00% | +36 | New |
| Prosperity Bancshares Inc | 37 | $4.15K | 0.00% | +37 | New |
| Horizon Financial Services, LLC | 39 | $4.38K | 0.00% | −61−61.0% | Reduced |
| Copia Wealth Management | 39 | $4.38K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 40 | $4.49K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 41 | $4.60K | 0.00% | +41 | New |
| First Command Advisory Services, Inc. | 42 | $4.71K | 0.00% | +34+425.0% | Added |
| Newbridge Financial Services Group, Inc. | 44 | $4.92K | 0.00% | +1+2.3% | Added |
| Essential Partners LLC | 44 | $4.95K | 0.00% | +25+131.6% | Added |
| Roble, Belko & Company, Inc | 42 | $5.00K | 0.00% | 00.0% | Unchanged |
| IFC & Insurance Marketing, Inc. | 43 | $5.00K | 0.00% | +43 | New |
| Quest Partners LLC | 47 | $5.27K | 0.00% | −1,111−95.9% | Reduced |
| Manchester Capital Management LLC | 48 | $5.38K | 0.00% | +7+17.1% | Added |
| Aventus Investment Advisors, Inc. | 49 | $5.50K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 50 | $5.61K | 0.00% | −8−13.8% | Reduced |
| Raffa Wealth Management, LLC | 50 | $5.61K | 0.00% | 00.0% | Unchanged |
| Miller Global Investments, LLC | 50 | $5.61K | 0.01% | +50 | New |
| Essential Investment Partners LLC | 54 | $6.06K | 0.01% | +54 | New |
| Rossby Financial, LCC | 55 | $6.17K | 0.00% | +55 | New |
| Camelot Portfolios, LLC | 57 | $6.39K | 0.00% | +57 | New |
| Hughes Financial Services, LLC | 59 | $6.62K | 0.00% | −9−13.2% | Reduced |
| SHP Wealth Management | 59 | $6.65K | 0.00% | +59 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 62 | $6.96K | 0.01% | +62 | New |
| Quest 10 Wealth Builders, Inc. | 62 | $6.99K | 0.01% | +6+10.7% | Added |
| T. Rowe Price Investment Management, Inc. | 55 | $7.00K | 0.00% | −6−9.8% | Reduced |
| Avion Wealth | 67 | $7.00K | 0.00% | +21+45.7% | Added |
| Whipplewood Advisors, LLC | 63 | $7.07K | 0.00% | −42−40.0% | Reduced |
| Alexis Investment Partners, LLC | 64 | $7.18K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 69 | $7.74K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 69 | $7.74K | 0.00% | 00.0% | Unchanged |
| 1248 Management, LLC | 69 | $7.74K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 70 | $7.85K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 70 | $7.85K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 71 | $7.96K | 0.00% | −19−21.1% | Reduced |
| Dogwood Wealth Management LLC | 74 | $8.30K | 0.00% | −3,808−98.1% | Reduced |
