| Avion Wealth | 7 | $0 | 0.00% | −2−22.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 1 | $49 | 0.00% | −1−50.0% | Reduced |
| American Capital Advisory, LLC | 1 | $99 | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1 | $109 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $111 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 2 | $196 | 0.00% | −1−33.3% | Reduced |
| Oakworth Capital, Inc. | 2 | $196 | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 2 | $196 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2 | $196 | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 2 | $210 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 2 | $220 | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 3 | $274 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 3 | $295 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 3 | $365 | 0.00% | −23−88.5% | Reduced |
| Bay Harbor Wealth Management, LLC | 4 | $392 | 0.00% | +1+33.3% | Added |
| YANKCOM Partnership | 4 | $392 | 0.00% | +4 | New |
| WestEnd Advisors, LLC | 4 | $393 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 4 | $393 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 5 | $491 | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 5 | $491 | 0.00% | +5 | New |
| HFM Investment Advisors, LLC | 6 | $589 | 0.00% | +3+100.0% | Added |
| Prestige Wealth Management Group LLC | 6 | $590 | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 7 | $720 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 8 | $786 | 0.00% | +3+60.0% | Added |
| Maseco LLP | 9 | $909 | 0.00% | +9 | New |
| SJS Investment Consulting Inc. | 10 | $982 | 0.00% | −5−33.3% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 10 | $982 | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 10 | $982 | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 10 | $982 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 10 | $990 | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 10 | $1.07K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 11 | $1.08K | 0.00% | −6−35.3% | Reduced |
| Boyd Watterson Asset Management LLC | 12 | $1.18K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 12 | $1.21K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 14 | $1.38K | 0.00% | +14 | New |
| DiNuzzo Private Wealth, Inc. | 15 | $1.47K | 0.00% | −2−11.8% | Reduced |
| High Note Wealth, LLC | 15 | $1.47K | 0.00% | +15 | New |
| Kilter Group LLC | 15 | $1.47K | 0.00% | +15 | New |
| ORG Wealth Partners, LLC | 16 | $1.65K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 18 | $1.77K | 0.00% | +9+100.0% | Added |
| Spire Wealth Management | 20 | $1.96K | 0.00% | −19−48.7% | Reduced |
| Bruce G. Allen Investments, LLC | 20 | $1.96K | 0.00% | −1−4.8% | Reduced |
| Edmond de Rothschild Holding S.A. | 20 | $1.96K | 0.00% | 00.0% | Unchanged |
| City State Bank | 20 | $1.96K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 27 | $2.00K | 0.00% | −1−3.6% | Reduced |
| GFG Capital, LLC | 21 | $2.06K | 0.00% | +21 | New |
| Tradewinds Capital Management, LLC | 22 | $2.13K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 22 | $2.16K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 22 | $2.16K | 0.00% | +22 | New |
| Evergreen Private Wealth LLC | 22 | $2.16K | 0.00% | +22 | New |
| Wolff Wiese Magana LLC | 23 | $2.26K | 0.00% | −22−48.9% | Reduced |
| Riggs Asset Managment Co. Inc. | 23 | $2.26K | 0.00% | 00.0% | Unchanged |
| Putney Financial Group LLC | 23 | $2.26K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 26 | $2.55K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 26 | $2.55K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 27 | $2.65K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 27 | $2.65K | 0.00% | −1,185−97.8% | Reduced |
| Princeton Global Asset Management LLC | 29 | $2.85K | 0.00% | −30−50.8% | Reduced |
| Atlantic Union Bankshares Corp | 29 | $2.86K | 0.00% | +29 | New |
| Heritage Wealth Advisors | 30 | $2.95K | 0.00% | 00.0% | Unchanged |
| Advantage Trust Co | 30 | $2.95K | 0.00% | +30 | New |
| Rakuten Securities, Inc. | 31 | $3.04K | 0.00% | +31 | New |
| NewSquare Capital LLC | 32 | $3.14K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 29 | $3.21K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 33 | $3.24K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 33 | $3.24K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 34 | $3.34K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 34 | $3.34K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 37 | $3.63K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 38 | $3.73K | 0.00% | +19+100.0% | Added |
| Sound Income Strategies, LLC | 39 | $3.87K | 0.00% | −802−95.4% | Reduced |
| SIMA Wealth Partners, LLC | 40 | $3.93K | 0.00% | −71−64.0% | Reduced |
| Wood Tarver Financial Group, LLC | 47 | $4.00K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 41 | $4.03K | 0.00% | −32−43.8% | Reduced |
| Anfield Capital Management, LLC | 43 | $4.22K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 39 | $4.34K | 0.00% | +39 | New |
| Financial Avengers, Inc. | 56 | $5.49K | 0.00% | +1+1.8% | Added |
| Truvestments Capital LLC | 57 | $5.60K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 59 | $5.79K | 0.00% | +59 | New |
| DT Investment Partners, LLC | 61 | $5.99K | 0.00% | −92−60.1% | Reduced |
| Bell Investment Advisors, Inc | 66 | $6.48K | 0.00% | −1−1.5% | Reduced |
| Whipplewood Advisors, LLC | 67 | $6.58K | 0.00% | −44−39.6% | Reduced |
| True Wealth Design, LLC | 68 | $6.68K | 0.00% | −39−36.4% | Reduced |
| Bellwether Advisors, LLC | 71 | $6.97K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 73 | $7.00K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 72 | $7.07K | 0.00% | +72 | New |
| Farmers & Merchants Investments Inc | 73 | $7.17K | 0.00% | −7,000−99.0% | Reduced |
| Capital Advisors, Ltd. LLC | 84 | $8.00K | 0.00% | −34−28.8% | Reduced |
| Independence Bank of Kentucky | 83 | $8.15K | 0.00% | 00.0% | Unchanged |
| Safe Harbor Fiduciary, LLC | 90 | $8.84K | 0.01% | −3,630−97.6% | Reduced |
| MV Capital Management, Inc. | 90 | $8.84K | 0.00% | −16−15.1% | Reduced |
| Peregrine Capital Management LLC | 90 | $8.84K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 92 | $9.04K | 0.00% | −10−9.8% | Reduced |
| Crewe Advisors LLC | 93 | $9.13K | 0.00% | +93 | New |
| Atlantic Trust, LLC | 98 | $9.62K | 0.00% | +77+366.7% | Added |
| Center for Financial Planning, Inc. | 100 | $9.82K | 0.00% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 100 | $9.82K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 101 | $9.92K | 0.00% | +101 | New |
| Aventura Private Wealth, LLC | 102 | $10.0K | 0.00% | +1+1.0% | Added |