| Wood Tarver Financial Group, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 0 | $2 | 0.00% | −12−100.0% | Reduced |
| Talon Private Wealth, LLC | 0 | $6 | 0.00% | 0 | New |
| ROSS\JOHNSON & Associates LLC | 2 | $534 | 0.01% | −8−80.0% | Reduced |
| Breakwater Investment Management | 3 | $801 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 3 | $801 | 0.00% | +3 | New |
| GFG Capital, LLC | 3 | $801 | 0.00% | +3 | New |
| Smallwood Wealth Investment Management, LLC | 4 | $1.07K | 0.00% | +4 | New |
| Pineridge Advisors LLC | 4 | $1.07K | 0.00% | +4 | New |
| Cranbrook Wealth Management, LLC | 4 | $1.07K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 4 | $1.07K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 5 | $1.33K | 0.00% | −1−16.7% | Reduced |
| Redwood Park Advisors LLC | 5 | $1.33K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 6 | $1.60K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 6 | $1.60K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 6 | $1.60K | 0.00% | +6 | New |
| Stephens Consulting, LLC | 6 | $1.60K | 0.00% | +6 | New |
| Cape Investment Advisory, Inc. | 7 | $1.87K | 0.00% | 00.0% | Unchanged |
| PMV Capital Advisers, LLC | 7 | $1.87K | 0.00% | +7 | New |
| Morse Asset Management, Inc | 8 | $2.13K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 8 | $2.13K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 8 | $2.13K | 0.00% | +8 | New |
| Trust Co | 9 | $2.40K | 0.00% | −14−60.9% | Reduced |
| JDM Financial Group LLC | 9 | $2.40K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 9 | $2.40K | 0.00% | +5+125.0% | Added |
| Gold Investment Management Ltd. | 10 | $2.64K | 0.00% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 10 | $2.67K | 0.00% | +10 | New |
| Total Investment Management Inc | 11 | $2.94K | 0.00% | +11 | New |
| Evolution Wealth Management Inc. | 11 | $2.94K | 0.00% | +11 | New |
| Coston, McIsaac & Partners | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 12 | $3.20K | 0.16% | +3+33.3% | Added |
| Bellwether Advisors, LLC | 12 | $3.20K | 0.00% | +12 | New |
| WealthCollab, LLC | 12 | $3.20K | 0.00% | +12 | New |
| Frazier Financial Advisors, LLC | 12 | $3.29K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 13 | $3.47K | 0.00% | −5−27.8% | Reduced |
| WestEnd Advisors, LLC | 13 | $3.47K | 0.00% | −4−23.5% | Reduced |
| Rossby Financial, LCC | 13 | $3.47K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 14 | $3.74K | 0.00% | 00.0% | Unchanged |
| Financially Speaking Inc | 14 | $3.74K | 0.00% | +14 | New |
| American Capital Advisory, LLC | 14 | $3.74K | 0.00% | +9+180.0% | Added |
| Retirement Wealth Solutions LLC | 14 | $3.81K | 0.00% | −8−36.4% | Reduced |
| SJS Investment Consulting Inc. | 15 | $4.00K | 0.00% | −13−46.4% | Reduced |
| Blume Capital Management, Inc. | 15 | $4.00K | 0.00% | −2−11.8% | Reduced |
| New Millennium Group LLC | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 16 | $4.27K | 0.00% | −21−56.8% | Reduced |
| First United Bank Trust | 16 | $4.27K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 16 | $4.27K | 0.01% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 19 | $4.69K | 0.00% | +19 | New |
| Transce3nd, LLC | 19 | $5.07K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 19 | $5.07K | 0.00% | +10+111.1% | Added |
| Parkworth Wealth Management, Inc. | 19 | $5.07K | 0.00% | +11+137.5% | Added |
| Pittenger & Anderson Inc | 20 | $5.34K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 20 | $5.34K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 21 | $5.54K | 0.00% | +15+250.0% | Added |
| Millstone Evans Group, LLC | 21 | $5.60K | 0.00% | 00.0% | Unchanged |
| Motco | 25 | $6.05K | 0.00% | −3−10.7% | Reduced |
| Bogart Wealth, LLC | 23 | $6.14K | 0.00% | −15−39.5% | Reduced |
| Signature Resources Capital Management, LLC | 23 | $6.14K | 0.00% | +23 | New |
| Iron Horse Wealth Management, LLC | 24 | $6.41K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 25 | $6.67K | 0.00% | +1+4.2% | Added |
| Pinney & Scofield, Inc. | 26 | $6.94K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 26 | $6.94K | 0.01% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 26 | $6.94K | 0.00% | +26 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 28 | $7.00K | 0.00% | −14−33.3% | Reduced |
| Tidemark, LLC | 27 | $7.21K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 27 | $7.21K | 0.01% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 30 | $8.01K | 0.00% | −63−67.7% | Reduced |
| Bare Financial Services, Inc | 32 | $8.54K | 0.00% | +30+1,500.0% | Added |
| Hoey Investments, Inc | 32 | $8.54K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 32 | $8.54K | 0.00% | 00.0% | Unchanged |
| Eq Wealth Advisors, LLC | 33 | $8.81K | 0.01% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 36 | $8.91K | 0.00% | −7−16.3% | Reduced |
| Redmont Wealth Advisors LLC | 34 | $9.07K | 0.01% | +34 | New |
| HHM Wealth Advisors, LLC | 34 | $9.07K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 34 | $9.07K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 37 | $9.31K | 0.00% | +19+105.6% | Added |
| Wolff Wiese Magana LLC | 35 | $9.34K | 0.01% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 35 | $9.34K | 0.01% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 39 | $10.4K | 0.01% | +2+5.4% | Added |
| Kings Path Partners LLC | 42 | $11.2K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 42 | $11.2K | 0.00% | +42 | New |
| Quest 10 Wealth Builders, Inc. | 43 | $11.5K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 43 | $11.5K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Designers | 44 | $11.7K | 0.02% | +44 | New |
| LGT Financial Advisors LLC | 44 | $11.7K | 0.03% | +44 | New |
| Pacifica Partners Inc. | 45 | $11.9K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 46 | $12.0K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 48 | $12.8K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 49 | $13.1K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 52 | $13.9K | 0.00% | +20+62.5% | Added |
| Dunhill Financial, LLC | 52 | $14.0K | 0.00% | −1−1.9% | Reduced |
| LFA - Lugano Financial Advisors SA | 54 | $14.4K | 0.01% | +54 | New |
| Crewe Advisors LLC | 54 | $14.4K | 0.00% | +10+22.7% | Added |
| IMG Wealth Management, Inc. | 56 | $14.9K | 0.01% | +23+69.7% | Added |
| S&T Bank | 56 | $14.9K | 0.00% | +48+600.0% | Added |
| Old Second National Bank of Aurora | 58 | $15.5K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 59 | $15.7K | 0.01% | +59 | New |
| Ameriflex Group, Inc. | 61 | $16.0K | 0.01% | −7−10.3% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 61 | $16.0K | 0.00% | −1−1.6% | Reduced |
| Pflug Koory, LLC | 60 | $16.0K | 0.01% | 00.0% | Unchanged |