| CKW Financial Group | 2 | $0 | 0.00% | +2 | New |
| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| Y.D. More Investments Ltd | 241 | $92 | 0.00% | +241 | New |
| Highline Wealth Partners LLC | 1 | $114 | 0.00% | −10−90.9% | Reduced |
| Maryland Capital Advisors Inc. | 1 | $114 | 0.00% | +1 | New |
| Ameritas Advisory Services, LLC | 1 | $142 | 0.00% | +1 | New |
| Davis Capital Management | 2 | $227 | 0.00% | −1−33.3% | Reduced |
| WestEnd Advisors, LLC | 2 | $227 | 0.00% | 00.0% | Unchanged |
| Highland Investment Advisors LLC | 2 | $227 | 0.00% | +2 | New |
| Quaker Wealth Management, LLC | 2 | $228 | 0.00% | −2−50.0% | Reduced |
| GHP Investment Advisors, Inc. | 2 | $228 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 2 | $228 | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 3 | $307 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 3 | $341 | 0.00% | −12−80.0% | Reduced |
| Kilter Group LLC | 3 | $341 | 0.00% | −9−75.0% | Reduced |
| Essential Partners LLC | 3 | $341 | 0.00% | −3−50.0% | Reduced |
| 1015 Capital Partners, LLC | 3 | $341 | 0.00% | −2−40.0% | Reduced |
| Ameriflex Group, Inc. | 3 | $341 | 0.00% | +3 | New |
| Provenance Wealth Advisors, LLC | 3 | $341 | 0.00% | +3 | New |
| Synergy Investment Management, LLC | 3 | $397 | 0.00% | +3 | New |
| Torren Management, LLC | 4 | $454 | 0.00% | −7−63.6% | Reduced |
| AdvisorNet Financial, Inc | 4 | $454 | 0.00% | −1−20.0% | Reduced |
| North Star Investment Management Corp. | 4 | $454 | 0.00% | +4 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5 | $567 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 5 | $568 | 0.00% | −2−28.6% | Reduced |
| TD Capital Management LLC | 5 | $568 | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 5 | $568 | 0.00% | +5 | New |
| Key Capital Management, INC | 5 | $568 | 0.00% | +5 | New |
| DecisionPoint Financial, LLC | 5 | $599 | 0.00% | +3+150.0% | Added |
| Triumph Capital Management | 6 | $682 | 0.00% | −19−76.0% | Reduced |
| Tidemark, LLC | 6 | $682 | 0.00% | +4+200.0% | Added |
| TFC Financial Management | 6 | $682 | 0.00% | +5+500.0% | Added |
| Elevated Capital Advisors, LLC | 7 | $795 | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 7 | $795 | 0.00% | +7 | New |
| Networth Advisors, LLC | 7 | $795 | 0.00% | +7 | New |
| Rialto Wealth Management, LLC | 8 | $909 | 0.00% | −9−52.9% | Reduced |
| Activest Wealth Management | 8 | $909 | 0.00% | +8 | New |
| Washington Trust Advisors, Inc. | 8 | $909 | 0.00% | +8 | New |
| Planning Strategies Inc. | 8 | $909 | 0.00% | +8 | New |
| Cornerstone Planning Group LLC | 9 | $1.02K | 0.00% | −12−57.1% | Reduced |
| Financial Management Professionals, Inc. | 9 | $1.02K | 0.00% | −5−35.7% | Reduced |
| Basepoint Wealth LLC | 9 | $1.02K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 9 | $1.02K | 0.00% | −23−71.9% | Reduced |
| Signature Equity Partners, LLC | 10 | $1.14K | 0.00% | −7−41.2% | Reduced |
| Principia Wealth Advisory, LLC | 10 | $1.14K | 0.00% | −1−9.1% | Reduced |
| NVWM, LLC | 10 | $1.14K | 0.00% | +5+100.0% | Added |
| Bartlett & Co. Wealth Management LLC | 10 | $1.14K | 0.00% | +5+100.0% | Added |
| Stone House Investment Management, LLC | 10 | $1.14K | 0.00% | +10 | New |
| Mosley Wealth Management | 10 | $1.14K | 0.00% | +10 | New |
| Silver Grove Financial Group, Inc. | 10 | $1.14K | 0.00% | +10 | New |
| Compass Financial Management LLC | 10 | $1.14K | 0.00% | +10 | New |
| American Capital Advisory, LLC | 10 | $1.14K | 0.00% | +9+900.0% | Added |
| HFM Investment Advisors, LLC | 11 | $1.25K | 0.00% | +8+266.7% | Added |
| Cape Investment Advisory, Inc. | 11 | $1.25K | 0.00% | +11 | New |
| IFG Advisory, LLC | 12 | $1.36K | 0.00% | +12 | New |
| Quest 10 Wealth Builders, Inc. | 12 | $1.36K | 0.00% | +12 | New |
| Montgomery Financial Services LLC | 12 | $1.36K | 0.00% | +12 | New |
| South State Corp. | 12 | $1.36K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 13 | $1.48K | 0.00% | +1+8.3% | Added |
| Armstrong Advisory Group, Inc | 14 | $1.59K | 0.00% | −26−65.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 14 | $1.59K | 0.00% | −3−17.6% | Reduced |
| Bay Harbor Wealth Management, LLC | 15 | $1.70K | 0.00% | −2−11.8% | Reduced |
| Phillip James Consulting Co. | 15 | $1.70K | 0.00% | +15 | New |
| Financial Consulate, Inc | 15 | $1.71K | 0.00% | +15 | New |
| Marquette Asset Management, LLC | 16 | $1.82K | 0.00% | −57−78.1% | Reduced |
| Bogart Wealth, LLC | 17 | $1.93K | 0.00% | +13+325.0% | Added |
| Capital Advisors, Ltd. LLC | 19 | $2.00K | 0.00% | −96−83.5% | Reduced |
| SJS Investment Consulting Inc. | 19 | $2.16K | 0.00% | −1−5.0% | Reduced |
| Creative Capital Management Investments LLC | 20 | $2.27K | 0.00% | +20 | New |
| LRI Investments, LLC | 20 | $2.27K | 0.00% | −16−44.4% | Reduced |
| High Note Wealth, LLC | 21 | $2.39K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 20 | $2.40K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 26 | $2.95K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 26 | $2.95K | 0.00% | +13+100.0% | Added |
| Avion Wealth | 29 | $3.00K | 0.00% | +4+16.0% | Added |
| Clear Street Markets LLC | 27 | $3.07K | 0.00% | +8+42.1% | Added |
| Webster Bank, N. A. | 27 | $3.07K | 0.00% | +27 | New |
| Strengthening Families & Communities, LLC | 27 | $3.07K | 0.00% | +27 | New |
| International Assets Investment Management, LLC | 27 | $3.23K | 0.00% | −20−42.6% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 29 | $3.29K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 32 | $3.64K | 0.00% | −174−84.5% | Reduced |
| Golden State Wealth Management, LLC | 34 | $3.86K | 0.00% | 00.0% | Unchanged |
| EFG International AG | 35 | $3.98K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 38 | $4.33K | 0.00% | +38 | New |
| GWM Advisors LLC | 40 | $4.54K | 0.00% | −4,589−99.1% | Reduced |
| CGC Financial Services, LLC | 40 | $4.54K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 42 | $4.77K | 0.01% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 42 | $4.77K | 0.00% | +42 | New |
| LifeSteps Financial, Inc. | 43 | $4.88K | 0.00% | +43 | New |
| Kerr Financial Planning Corp | 43 | $4.89K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 45 | $5.11K | 0.00% | +1+2.3% | Added |
| Dunhill Financial, LLC | 45 | $5.18K | 0.00% | −5−10.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 44 | $5.50K | 0.00% | −4−8.3% | Reduced |
| Action Point Financial Planning, LLC | 54 | $5.68K | 0.00% | +54 | New |
| Creative Financial Designs Inc | 51 | $5.79K | 0.00% | +4+8.5% | Added |
| MV Capital Management, Inc. | 51 | $5.79K | 0.00% | −6−10.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 52 | $5.91K | 0.00% | +11+26.8% | Added |
| TSFG, LLC | 56 | $6.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 59 | $6.70K | 0.00% | −199−77.1% | Reduced |
| Lloyd Advisory Services, LLC. | 60 | $6.82K | 0.00% | +60 | New |
