| CKW Financial Group | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Raelipskie Partnership | 2 | $131 | 0.00% | −200−99.0% | Reduced |
| Flaharty Asset Management, LLC | 2 | $131 | 0.00% | +2 | New |
| ROSS\JOHNSON & Associates LLC | 2 | $131 | 0.00% | +2 | New |
| MJT & Associates Financial Advisory Group, Inc. | 3 | $196 | 0.00% | +3 | New |
| Accredited Wealth Management, LLC | 4 | $261 | 0.00% | −100−96.2% | Reduced |
| Spectrum Wealth Counsel, LLC | 4 | $261 | 0.00% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 5 | $326 | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 6 | $390 | 0.00% | +6 | New |
| MorganRosel Wealth Management, LLC | 6 | $392 | 0.00% | +6 | New |
| Salomon & Ludwin, LLC | 7 | $457 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 7 | $457 | 0.00% | +7 | New |
| Kayne Anderson Rudnick Investment Management LLC | 8 | $522 | 0.00% | −28−77.8% | Reduced |
| Rialto Wealth Management, LLC | 9 | $588 | 0.00% | −73−89.0% | Reduced |
| WealthTrak Capital Management LLC | 10 | $653 | 0.00% | −59−85.5% | Reduced |
| Ritter Daniher Financial Advisory LLC | 10 | $653 | 0.00% | 00.0% | Unchanged |
| Financially Speaking Inc | 10 | $653 | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 10 | $653 | 0.00% | +10 | New |
| Westend Capital Management, LLC | 10 | $653 | 0.00% | +10 | New |
| Core Alternative Capital | 11 | $718 | 0.00% | −20−64.5% | Reduced |
| Bay Harbor Wealth Management, LLC | 12 | $783 | 0.00% | +12 | New |
| Eq Wealth Advisors, LLC | 13 | $848 | 0.00% | +13 | New |
| DHJJ Financial Advisors, Ltd. | 13 | $849 | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 15 | $979 | 0.00% | +15 | New |
| Winthrop Capital Management, LLC | 15 | $1.00K | 0.00% | −3,979−99.6% | Reduced |
| POM Investment Strategies, LLC | 16 | $1.04K | 0.00% | −40−71.4% | Reduced |
| Granite FO LLC | 16 | $1.04K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 16 | $1.04K | 0.00% | +4+33.3% | Added |
| Bear Mountain Capital, Inc. | 16 | $1.06K | 0.00% | +16 | New |
| St. Johns Investment Management Company, LLC | 17 | $1.11K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 17 | $1.11K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 20 | $1.30K | 0.00% | 00.0% | Unchanged |
| Affinity Wealth LLC | 20 | $1.30K | 0.00% | +20 | New |
| Estabrook Capital Management | 21 | $1.37K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 22 | $1.44K | 0.00% | +22 | New |
| Wood Tarver Financial Group, LLC | 23 | $1.50K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 25 | $1.63K | 0.00% | −25−50.0% | Reduced |
| Luken Investment Analytics, LLC | 25 | $1.63K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 26 | $1.66K | 0.00% | −2−7.1% | Reduced |
| Valued Wealth Advisors LLC | 26 | $1.70K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 29 | $1.89K | 0.00% | −18,457−99.8% | Reduced |
| WestEnd Advisors, LLC | 29 | $1.89K | 0.00% | +19+190.0% | Added |
| PayPay Securities Corp | 29 | $1.94K | 0.11% | −1−3.3% | Reduced |
| Nalls Sherbakoff Group, LLC | 30 | $1.96K | 0.00% | +30 | New |
| Pin Oak Investment Advisors Inc | 447 | $2.00K | 0.00% | 00.0% | Unchanged |
| Trust Co | 32 | $2.09K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 34 | $2.25K | 0.00% | +26+325.0% | Added |
| Winnow Wealth LLC | 35 | $2.28K | 0.00% | +11+45.8% | Added |
| Halbert Hargrove Global Advisors, LLC | 38 | $2.46K | 0.00% | +38 | New |
| HFM Investment Advisors, LLC | 39 | $2.54K | 0.00% | +39 | New |
| McIlrath & Eck, LLC | 40 | $2.61K | 0.00% | −150−78.9% | Reduced |
| Hoey Investments, Inc | 40 | $2.61K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 40 | $2.61K | 0.00% | +40 | New |
| Smallwood Wealth Investment Management, LLC | 40 | $2.61K | 0.00% | +40 | New |
| Provenance Wealth Advisors, LLC | 41 | $2.67K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 42 | $2.74K | 0.00% | −49−53.8% | Reduced |
| Trifecta Capital Advisors, LLC | 43 | $2.81K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 44 | $2.87K | 0.00% | +14+46.7% | Added |
| Richards, Merrill & Peterson, Inc. | 45 | $2.94K | 0.00% | 00.0% | Unchanged |
| Performa Ltd (US), LLC | 45 | $2.94K | 0.00% | +45 | New |
| Semmax Financial Advisors Inc. | 43 | $3.02K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 46 | $3.04K | 0.00% | +46 | New |
| Atlantic Trust, LLC | 47 | $3.07K | 0.00% | +47 | New |
| Clark Wealth Partners | 50 | $3.26K | 0.00% | −8−13.8% | Reduced |
| Cedar Mountain Advisors, LLC | 50 | $3.26K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 52 | $3.39K | 0.00% | +7+15.6% | Added |
| DiNuzzo Private Wealth, Inc. | 53 | $3.46K | 0.00% | −2−3.6% | Reduced |
| Atlas Capital Advisors LLC | 54 | $3.52K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 55 | $3.59K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 55 | $3.59K | 0.00% | +55 | New |
| 1 North Wealth Services LLC | 56 | $3.65K | 0.00% | +56 | New |
| Coston, McIsaac & Partners | 64 | $4.00K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 70 | $4.00K | 0.00% | +70 | New |
| Lowe Wealth Advisors, LLC | 63 | $4.11K | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 63 | $4.11K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 65 | $4.24K | 0.00% | −62−48.8% | Reduced |
| Anfield Capital Management, LLC | 70 | $4.57K | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 68 | $4.66K | 0.00% | +68 | New |
| Global Financial Private Client, LLC | 72 | $4.70K | 0.00% | −1,272−94.6% | Reduced |
| HighMark Wealth Management LLC | 80 | $5.22K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 80 | $5.22K | 0.00% | +80 | New |
| NVWM, LLC | 83 | $5.42K | 0.00% | +10+13.7% | Added |
| Davis Capital Management | 84 | $5.48K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 85 | $5.55K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 88 | $5.74K | 0.00% | +88 | New |
| Barnes Dennig Private Wealth Management LLC | 88 | $5.74K | 0.01% | +88 | New |
| Tidemark, LLC | 89 | $5.81K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 89 | $5.81K | 0.00% | +6+7.2% | Added |
| United Community Bank | 92 | $6.00K | 0.00% | +92 | New |
| Stonebridge Financial Group, LLC | 93 | $6.07K | 0.00% | +12+14.8% | Added |
| New England Capital Financial Advisors LLC | 100 | $6.53K | 0.00% | −20−16.7% | Reduced |
| Perkins Coie Trust Co | 100 | $6.53K | 0.00% | +100 | New |
| Creekmur Asset Management LLC | 100 | $6.53K | 0.00% | +100 | New |
| Greykasell Wealth Strategies, Inc. | 100 | $6.53K | 0.00% | +100 | New |
| Innovative Advisory Group, LLC | 100 | $6.53K | 0.01% | +100 | New |
| Grayhawk Investment Strategies Inc. | 101 | $6.59K | 0.02% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 102 | $6.66K | 0.01% | 00.0% | Unchanged |
| Demars Financial Group, LLC | 450,294 | $6.90K | 0.20% | −92,196−17.0% | Reduced |
| Private Wealth Asset Management, LLC | 109 | $7.11K | 0.00% | +109 | New |
| Mizuho Securities Co. Ltd. | 110 | $7.18K | 0.09% | −550−83.3% | Reduced |