| CKW Financial Group | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 1 | $59 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 2 | $117 | 0.00% | +2 | New |
| Stone House Investment Management, LLC | 3 | $175 | 0.00% | −4−57.1% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 3 | $176 | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 3 | $176 | 0.00% | +3 | New |
| Parallax Volatility Advisers, L.P. | 4 | $234 | 0.00% | −182,759−100.0% | Reduced |
| ROSS\JOHNSON & Associates LLC | 4 | $234 | 0.00% | +2+100.0% | Added |
| Louisbourg Investments Inc. | 5 | $292 | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 6 | $349 | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 6 | $350 | 0.00% | +6 | New |
| CrossGen Wealth, LLC | 6 | $350 | 0.00% | +6 | New |
| DecisionPoint Financial, LLC | 6 | $351 | 0.00% | 00.0% | Unchanged |
| Friedenthal Financial | 6 | $352 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 9 | $525 | 0.00% | −16−64.0% | Reduced |
| Beaird Harris Wealth Management, LLC | 9 | $526 | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 10 | $584 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 10 | $584 | 0.00% | 00.0% | Unchanged |
| Financially Speaking Inc | 10 | $584 | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 10 | $584 | 0.00% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 11 | $642 | 0.00% | +11 | New |
| Eq Wealth Advisors, LLC | 13 | $759 | 0.00% | +13 | New |
| Rachor Investment Advisory Services, LLC | 14 | $818 | 0.00% | +14 | New |
| NorthAvenue LLC | 15 | $876 | 0.00% | +15 | New |
| Granite FO LLC | 16 | $934 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 16 | $934 | 0.00% | 00.0% | Unchanged |
| Vision Retirement, LLC | 16 | $934 | 0.00% | +16 | New |
| Aspect Partners, LLC | 16 | $935 | 0.00% | −14−46.7% | Reduced |
| Glass Jacobson Investment Advisors llc | 17 | $995 | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 18 | $1.05K | 0.00% | −144−88.9% | Reduced |
| Acumen Wealth Advisors, LLC | 18 | $1.05K | 0.00% | +18 | New |
| MPWM Advisory Solutions, LLC | 19 | $1.11K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 19 | $1.11K | 0.00% | −72−79.1% | Reduced |
| CGC Financial Services, LLC | 20 | $1.17K | 0.00% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 20 | $1.17K | 0.00% | +20 | New |
| Portfolio Resources Advisor Group, Inc. | 20 | $1.17K | 0.00% | +20 | New |
| Modus Advisors, LLC | 21 | $1.23K | 0.00% | +21 | New |
| Kayne Anderson Rudnick Investment Management LLC | 21 | $1.25K | 0.00% | +3+16.7% | Added |
| Horizon Financial Services, LLC | 22 | $1.28K | 0.00% | −88−80.0% | Reduced |
| Insight Financial Services | 25 | $1.46K | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 25 | $1.46K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 26 | $1.52K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 26 | $1.52K | 0.04% | +6+30.0% | Added |
| Trust Co | 28 | $1.64K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 31 | $1.81K | 0.00% | +9+40.9% | Added |
| Turning Point Benefit Group, Inc. | 33 | $1.93K | 0.00% | −135−80.4% | Reduced |
| United Community Bank | 34 | $1.99K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 42 | $2.00K | 0.00% | −174−80.6% | Reduced |
| Coston, McIsaac & Partners | 48 | $2.00K | 0.00% | −23−32.4% | Reduced |
| Bank of New Hampshire | 35 | $2.04K | 0.00% | −170−82.9% | Reduced |
| Estate Planners Group, LLC | 35 | $2.04K | 0.00% | +35 | New |
| Godfrey Financial Associates, Inc. | 36 | $2.10K | 0.00% | +36 | New |
| Cornerstone Financial Management LLC | 37 | $2.16K | 0.00% | +37 | New |
| CBIZ Investment Advisory Services, LLC | 39 | $2.28K | 0.00% | +12+44.4% | Added |
| Carolina Wealth Advisors, LLC | 40 | $2.33K | 0.00% | +40 | New |
| Merited Wealth, LLC | 40 | $2.33K | 0.00% | +40 | New |
| 1015 Capital Partners, LLC | 40 | $2.33K | 0.00% | +40 | New |
| Hoey Investments, Inc | 40 | $2.34K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 40 | $2.34K | 0.00% | −10−20.0% | Reduced |
| Dogwood Wealth Management LLC | 41 | $2.39K | 0.00% | −41−50.0% | Reduced |
| Nemes Rush Group LLC | 43 | $2.51K | 0.00% | −73−62.9% | Reduced |
| Quattro Advisors LLC | 44 | $2.57K | 0.00% | +44 | New |
| Rialto Wealth Management, LLC | 49 | $2.86K | 0.00% | +22+81.5% | Added |
| Tidemark, LLC | 50 | $2.92K | 0.00% | −15−23.1% | Reduced |
| Laurel Wealth Advisors LLC | 50 | $2.92K | 0.00% | +50 | New |
| Flagship Wealth Advisors, LLC | 50 | $2.93K | 0.00% | −1,056−95.5% | Reduced |
| Cedar Mountain Advisors, LLC | 50 | $2.93K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 50 | $2.93K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 51 | $2.98K | 0.00% | +2+4.1% | Added |
| Motiv8 Investments LLC | 45 | $3.00K | 0.00% | +45 | New |
| Valued Wealth Advisors LLC | 53 | $3.10K | 0.00% | +2+3.9% | Added |
| Atlas Capital Advisors LLC | 54 | $3.15K | 0.00% | +54 | New |
| Global Wealth Strategies & Associates | 54 | $3.15K | 0.00% | +54 | New |
| 1 North Wealth Services LLC | 56 | $3.27K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 56 | $3.27K | 0.00% | −600−91.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 57 | $3.33K | 0.00% | −6−9.5% | Reduced |
| Bay Harbor Wealth Management, LLC | 58 | $3.39K | 0.00% | +19+48.7% | Added |
| Principia Wealth Advisory, LLC | 59 | $3.44K | 0.00% | +10+20.4% | Added |
| Centennial Bank | 60 | $3.50K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 60 | $3.50K | 0.00% | +20+50.0% | Added |
| Manning & Napier Advisors LLC | 60 | $3.55K | 0.00% | +60 | New |
| Performa Ltd (US), LLC | 62 | $3.62K | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 68 | $3.68K | 0.00% | −5,269−98.7% | Reduced |
| Crewe Advisors LLC | 63 | $3.68K | 0.00% | −5−7.4% | Reduced |
| Cape Investment Advisory, Inc. | 64 | $3.74K | 0.00% | +53+481.8% | Added |
| Heritage Wealth Advisors | 65 | $3.79K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 67 | $3.91K | 0.00% | −77−53.5% | Reduced |
| IFC & Insurance Marketing, Inc. | 75 | $4.00K | 0.00% | +75 | New |
| Red Tortoise LLC | 70 | $4.09K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 73 | $4.26K | 0.00% | −127−63.5% | Reduced |
| Align Financial, LLC | 4,379 | $4.38K | 0.00% | +4,379 | New |
| Ares Financial Consulting, LLC | 75 | $4.38K | 0.00% | +75 | New |
| Darwin Advisors, LLC | 75 | $4.38K | 0.00% | −14−15.7% | Reduced |
| Kingdom Financial Group LLC. | 75 | $4.39K | 0.00% | +75 | New |
| Frazier Financial Advisors, LLC | 76 | $4.44K | 0.00% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 80 | $4.67K | 0.00% | −1,110−93.3% | Reduced |
| Icon Advisers Inc | 80 | $4.67K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 80 | $4.67K | 0.00% | −60−42.9% | Reduced |
| Anfield Capital Management, LLC | 83 | $4.85K | 0.00% | 00.0% | Unchanged |