| High Note Wealth, LLC | 7 | $353 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 7 | $353 | 0.00% | +7 | New |
| Richardson Financial Services Inc. | 11 | $555 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 12 | $605 | 0.00% | −11−47.8% | Reduced |
| Clean Yield Group | 13 | $655 | 0.00% | −168−92.8% | Reduced |
| Rosenberg Matthew Hamilton | 13 | $655 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 15 | $757 | 0.00% | +15 | New |
| Salomon & Ludwin, LLC | 17 | $857 | 0.00% | −54−76.1% | Reduced |
| True Wealth Design, LLC | 17 | $857 | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 17 | $857 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 20 | $1.01K | 0.00% | +20 | New |
| Key Financial Inc | 21 | $1.06K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 22 | $1.11K | 0.00% | +22 | New |
| Bare Financial Services, Inc | 23 | $1.16K | 0.00% | +23 | New |
| Mattson Financial Services, LLC | 26 | $1.31K | 0.00% | +26 | New |
| Rossby Financial, LCC | 28 | $1.50K | 0.00% | +28 | New |
| Asset Dedication, LLC | 39 | $1.97K | 0.00% | +39 | New |
| Financial Network Wealth Advisors LLC | 39 | $1.97K | 0.00% | +39 | New |
| CX Institutional | 40 | $2.00K | 0.00% | +40 | New |
| Brown, Lisle/Cummings, Inc. | 42 | $2.12K | 0.00% | +42 | New |
| Beaird Harris Wealth Management, LLC | 46 | $2.32K | 0.00% | 00.0% | Unchanged |
| Motco | 47 | $2.37K | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 48 | $2.64K | 0.00% | +48 | New |
| Iron Horse Wealth Management, LLC | 55 | $2.77K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 58 | $2.92K | 0.00% | +58 | New |
| Hazlett, Burt & Watson, Inc. | 54 | $3.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 63 | $3.24K | 0.00% | +63 | New |
| Tortoise Investment Management, LLC | 74 | $3.73K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 77 | $3.88K | 0.00% | +77 | New |
| Blume Capital Management, Inc. | 80 | $4.03K | 0.00% | +80 | New |
| Trust Co of Vermont | 82 | $4.13K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 83 | $4.16K | 0.00% | +9+12.2% | Added |
| First Command Advisory Services, Inc. | 84 | $4.23K | 0.00% | +84 | New |
| Private Wealth Asset Management, LLC | 85 | $4.29K | 0.00% | +85 | New |
| Bartlett & Co. Wealth Management LLC | 85 | $4.29K | 0.00% | +85 | New |
| Synergy Investment Management, LLC | 88 | $4.44K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 88 | $4.46K | 0.00% | −7−7.4% | Reduced |
| Oakworth Capital, Inc. | 89 | $4.49K | 0.00% | +89 | New |
| Mendota Financial Group, LLC | 90 | $4.54K | 0.00% | −24−21.1% | Reduced |
| NewSquare Capital LLC | 91 | $4.59K | 0.00% | −68−42.8% | Reduced |
| Fairman Group, LLC | 107 | $4.86K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 99 | $4.99K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 100 | $5.06K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 101 | $5.09K | 0.00% | +101 | New |
| Bayforest Capital Ltd | 105 | $5.29K | 0.00% | +105 | New |
| WealthCollab, LLC | 106 | $5.34K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 107 | $5.39K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 114 | $5.75K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 127 | $6.40K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 128 | $6.45K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 129 | $6.50K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 130 | $6.55K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 133 | $6.71K | 0.00% | −51−27.7% | Reduced |
| Carolinas Wealth Consulting LLC | 134 | $6.75K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 136 | $6.86K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 144 | $7.00K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 165 | $7.49K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 150 | $7.56K | 0.00% | +150 | New |
| Prestige Wealth Management Group LLC | 172 | $8.67K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 178 | $8.97K | 0.00% | +117+191.8% | Added |
| Coston, McIsaac & Partners | 198 | $9.00K | 0.00% | −1−0.5% | Reduced |
| Hughes Financial Services, LLC | 184 | $9.32K | 0.00% | +184 | New |
| Kestra Investment Management, LLC | 192 | $9.68K | 0.00% | −72−27.3% | Reduced |
| Atala Financial Inc | 194 | $9.78K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 211 | $10.6K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 211 | $10.6K | 0.01% | +211 | New |
| Continuum Advisory, LLC | 214 | $10.8K | 0.00% | −257−54.6% | Reduced |
| GW&K Investment Management, LLC | 223 | $11.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 240 | $12.1K | 0.00% | +240 | New |
| Creative Financial Designs Inc | 258 | $13.0K | 0.00% | +258 | New |
| Raffa Wealth Management, LLC | 264 | $13.3K | 0.00% | −222−45.7% | Reduced |
| Golden State Wealth Management, LLC | 294 | $14.8K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 305 | $15.4K | 0.01% | +305 | New |
| Hantz Financial Services, Inc. | 315 | $16.0K | 0.00% | +152+93.3% | Added |
| Sunbelt Securities, Inc. | 327 | $16.5K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 328 | $16.5K | 0.00% | −64−16.3% | Reduced |
| Bogart Wealth, LLC | 332 | $16.7K | 0.00% | +6+1.8% | Added |
| SBI Securities Co., Ltd. | 348 | $17.5K | 0.00% | +15+4.5% | Added |
| Bellwether Advisors, LLC | 353 | $17.8K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 360 | $18.1K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 364 | $18.3K | 0.00% | +364 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 379 | $19.1K | 0.00% | +341+897.4% | Added |
| HHM Wealth Advisors, LLC | 406 | $20.5K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 410 | $20.7K | 0.00% | +410 | New |
| Pinnacle Bancorp, Inc. | 452 | $22.8K | 0.01% | −531−54.0% | Reduced |
| UMA Financial Services, Inc. | 470 | $23.7K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 493 | $24.0K | 0.00% | +493 | New |
| Larson Financial Group LLC | 513 | $25.9K | 0.00% | +441+612.5% | Added |
| Capital Analysts, LLC | 522 | $26.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 542 | $27.0K | 0.00% | −937−63.4% | Reduced |
| WPG Advisers, LLC | 556 | $28.0K | 0.03% | −121−17.9% | Reduced |
| Central Trust Co | 570 | $28.7K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 587 | $29.6K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 604 | $30.4K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 606 | $30.7K | 0.00% | +17+2.9% | Added |
| Bruce G. Allen Investments, LLC | 706 | $35.6K | 0.03% | −81−10.3% | Reduced |
| Harbour Investments, Inc. | 713 | $35.9K | 0.00% | −267−27.2% | Reduced |
| Cornerstone Planning Group LLC | 693 | $36.5K | 0.01% | +530+325.2% | Added |
| Spire Wealth Management | 767 | $38.7K | 0.00% | −50−6.1% | Reduced |
| Frazier Financial Advisors, LLC | 800 | $40.3K | 0.03% | 00.0% | Unchanged |