| Retirement Wealth Solutions LLC | 0 | $5 | 0.00% | 0 | Unchanged |
| Private Wealth Asset Management, LLC | 1 | $293 | 0.00% | −5−83.3% | Reduced |
| Horizon Financial Services, LLC | 1 | $293 | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 1 | $293 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 1 | $293 | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 2 | $587 | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 2 | $587 | 0.00% | 00.0% | Unchanged |
| GFG Capital, LLC | 2 | $587 | 0.00% | +2 | New |
| Strategic Wealth Partners, Ltd. | 2 | $587 | 0.00% | +2 | New |
| Quaker Wealth Management, LLC | 2 | $587 | 0.00% | +2 | New |
| Whipplewood Advisors, LLC | 3 | $880 | 0.00% | −166−98.2% | Reduced |
| Sittner & Nelson, LLC | 3 | $880 | 0.00% | 00.0% | Unchanged |
| Total Investment Management Inc | 3 | $880 | 0.00% | +3 | New |
| Anfield Capital Management, LLC | 3 | $880 | 0.00% | +3 | New |
| Proathlete Wealth Management LLC | 3 | $880 | 0.00% | +3 | New |
| DHJJ Financial Advisors, Ltd. | 3 | $881 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 3 | $881 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $881 | 0.00% | +1+50.0% | Added |
| Strengthening Families & Communities, LLC | 3 | $889 | 0.00% | +3 | New |
| Winthrop Capital Management, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 4 | $1.17K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 4 | $1.17K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 4 | $1.17K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 4 | $1.17K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 4 | $1.17K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 4 | $1.17K | 0.00% | +4 | New |
| Signature Resources Capital Management, LLC | 4 | $1.17K | 0.00% | +4 | New |
| Core Alternative Capital | 5 | $1.47K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 5 | $1.47K | 0.00% | +3+150.0% | Added |
| Tortoise Investment Management, LLC | 5 | $1.47K | 0.00% | +5 | New |
| Albion Financial Group | 5 | $1.47K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 5 | $1.47K | 0.00% | +5 | New |
| CBIZ Investment Advisory Services, LLC | 6 | $1.76K | 0.00% | −24−80.0% | Reduced |
| Kilter Group LLC | 6 | $1.76K | 0.00% | +6 | New |
| Atlas Capital Advisors LLC | 8 | $2.35K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 8 | $2.35K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 8 | $2.35K | 0.00% | −1−11.1% | Reduced |
| Legacy Bridge, LLC | 8 | $2.35K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 9 | $2.64K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 9 | $2.69K | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 10 | $2.93K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 10 | $2.93K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 12 | $3.38K | 0.00% | +2+20.0% | Added |
| Red Tortoise LLC | 13 | $3.81K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 13 | $3.81K | 0.00% | +2+18.2% | Added |
| Dunhill Financial, LLC | 13 | $3.83K | 0.00% | −10−43.5% | Reduced |
| Sierra Ocean, LLC | 13 | $3.84K | 0.00% | −31−70.5% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 15 | $4.40K | 0.01% | 00.0% | Unchanged |
| Investment Management Corp | 15 | $4.40K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 16 | $4.76K | 0.00% | −3−15.8% | Reduced |
| Raffa Wealth Management, LLC | 17 | $4.99K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 17 | $4.99K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 17 | $4.99K | 0.00% | −26−60.5% | Reduced |
| Main Street Group, LTD | 17 | $5.04K | 0.00% | +17 | New |
| IMG Wealth Management, Inc. | 18 | $5.28K | 0.00% | +18 | New |
| Highline Wealth Partners LLC | 18 | $5.29K | 0.00% | −4−18.2% | Reduced |
| Silicon Valley Capital Partners | 18 | $5.34K | 0.00% | +18 | New |
| Alerus Financial NA | 19 | $5.58K | 0.00% | +19 | New |
| Mount Yale Investment Advisors, LLC | 19 | $5.58K | 0.00% | +19 | New |
| Bogart Wealth, LLC | 20 | $5.87K | 0.00% | −6−23.1% | Reduced |
| North Star Investment Management Corp. | 20 | $5.87K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 20 | $5.87K | 0.00% | +20 | New |
| DT Investment Partners, LLC | 20 | $5.87K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 20 | $5.87K | 0.00% | +9+81.8% | Added |
| Barnes Dennig Private Wealth Management LLC | 21 | $6.16K | 0.01% | −7−25.0% | Reduced |
| Quest 10 Wealth Builders, Inc. | 21 | $6.16K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 22 | $6.46K | 0.00% | +17+340.0% | Added |
| SOA Wealth Advisors, LLC. | 22 | $6.46K | 0.00% | +22 | New |
| High Note Wealth, LLC | 23 | $6.75K | 0.00% | −1−4.2% | Reduced |
| Ogorek Anthony Joseph | 24 | $7.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 24 | $7.00K | 0.00% | −1−4.0% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 25 | $7.34K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 26 | $7.63K | 0.00% | +4+18.2% | Added |
| NBT Bank N A | 27 | $7.92K | 0.00% | 00.0% | Unchanged |
| Manitou Investment Management Ltd. | 27 | $7.92K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 27 | $7.92K | 0.00% | 00.0% | Unchanged |
| Trust Co | 28 | $8.22K | 0.00% | −12−30.0% | Reduced |
| 1620 Investment Advisors, Inc. | 29 | $8.51K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 30 | $8.72K | 0.00% | +20+200.0% | Added |
| GPS Wealth Strategies Group, LLC | 30 | $8.80K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 30 | $8.80K | 0.00% | +12+66.7% | Added |
| Financial Management Professionals, Inc. | 31 | $9.10K | 0.00% | −5−13.9% | Reduced |
| Solstein Capital, LLC | 33 | $9.68K | 0.00% | +33 | New |
| Howard Hughes Medical Institute | 34 | $9.98K | 0.00% | +34 | New |
| Valley National Advisers Inc | 35 | $10.0K | 0.00% | −19−35.2% | Reduced |
| Financial Avengers, Inc. | 35 | $10.3K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 35 | $10.3K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 37 | $10.9K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 38 | $11.2K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 38 | $11.2K | 0.01% | +38 | New |
| Atwood & Palmer Inc | 39 | $11.4K | 0.00% | +39 | New |
| Twin Peaks Wealth Advisors, LLC | 41 | $11.6K | 0.00% | +41 | New |
| Park Square Financial Group, LLC | 40 | $11.7K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 40 | $11.7K | 0.00% | +28+233.3% | Added |
| DecisionPoint Financial, LLC | 41 | $12.2K | 0.00% | +2+5.1% | Added |
| Avion Wealth | 47 | $13.0K | 0.00% | +24+104.3% | Added |
| Bruce G. Allen Investments, LLC | 48 | $14.1K | 0.01% | −8−14.3% | Reduced |
| Centricity Wealth Management, LLC | 48 | $14.1K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 48 | $14.2K | 0.00% | −18−27.3% | Reduced |
| Caldwell Trust Co | 50 | $14.7K | 0.00% | 00.0% | Unchanged |