| High Note Wealth, LLC | 4 | $135 | 0.00% | −1−20.0% | Reduced |
| Total Investment Management Inc | 5 | $175 | 0.00% | +5 | New |
| MorganRosel Wealth Management, LLC | 6 | $203 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 6 | $203 | 0.00% | +6 | New |
| West Branch Capital LLC | 7 | $237 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 10 | $352 | 0.00% | +10 | New |
| Fairman Group, LLC | 14 | $477 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 15 | $493 | 0.00% | −34−69.4% | Reduced |
| SOA Wealth Advisors, LLC. | 15 | $509 | 0.00% | −2,933−99.5% | Reduced |
| Valued Wealth Advisors LLC | 16 | $554 | 0.00% | −8−33.3% | Reduced |
| Barrett & Company, Inc. | 17 | $575 | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 20 | $676 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 20 | $676 | 0.01% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 20 | $676 | 0.00% | +20 | New |
| HFM Investment Advisors, LLC | 27 | $913 | 0.00% | +17+170.0% | Added |
| Rialto Wealth Management, LLC | 30 | $1.01K | 0.00% | −7−18.9% | Reduced |
| DHJJ Financial Advisors, Ltd. | 30 | $1.01K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 38 | $1.28K | 0.00% | −279−88.0% | Reduced |
| PayPay Securities Corp | 40 | $1.35K | 0.07% | −39−49.4% | Reduced |
| Raffa Wealth Management, LLC | 40 | $1.35K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 41 | $1.39K | 0.00% | +41 | New |
| Signature Resources Capital Management, LLC | 41 | $1.39K | 0.00% | +41 | New |
| Oliver Lagore Vanvalin Investment Group | 35 | $1.46K | 0.00% | +35 | New |
| Copia Wealth Management | 45 | $1.52K | 0.00% | −45−50.0% | Reduced |
| GFG Capital, LLC | 46 | $1.55K | 0.00% | −5,973−99.2% | Reduced |
| Pineridge Advisors LLC | 47 | $1.59K | 0.00% | +29+161.1% | Added |
| Dunhill Financial, LLC | 50 | $1.70K | 0.00% | −228−82.0% | Reduced |
| Binnacle Investments Inc | 51 | $1.72K | 0.00% | −63−55.3% | Reduced |
| Core Alternative Capital | 54 | $1.82K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 54 | $1.83K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 55 | $1.86K | 0.00% | −95−63.3% | Reduced |
| Luminist Capital LLC | 55 | $1.94K | 0.00% | +55 | New |
| Evolution Wealth Management Inc. | 58 | $1.96K | 0.00% | +58 | New |
| Highline Wealth Partners LLC | 63 | $2.14K | 0.00% | −176−73.6% | Reduced |
| Salomon & Ludwin, LLC | 60 | $2.15K | 0.00% | −199−76.8% | Reduced |
| Wealth Preservation Advisors, LLC | 64 | $2.16K | 0.00% | −53−45.3% | Reduced |
| Hollencrest Capital Management | 66 | $2.23K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 68 | $2.30K | 0.00% | −732−91.5% | Reduced |
| SWAN Capital LLC | 70 | $2.37K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 72 | $2.43K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 73 | $2.46K | 0.00% | −4−5.2% | Reduced |
| Centennial Bank | 75 | $2.54K | 0.00% | +75 | New |
| LFA - Lugano Financial Advisors SA | 80 | $2.70K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 80 | $2.70K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 81 | $2.74K | 0.00% | +81 | New |
| Hager Investment Management Services, LLC | 83 | $2.81K | 0.00% | −906−91.6% | Reduced |
| Iron Horse Wealth Management, LLC | 85 | $2.87K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 85 | $2.90K | 0.00% | +85 | Added |
| Beaird Harris Wealth Management, LLC | 87 | $2.94K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 87 | $2.94K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 90 | $3.04K | 0.00% | −1,149−92.7% | Reduced |
| Front Row Advisors LLC | 90 | $3.07K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 98 | $3.31K | 0.00% | +98 | New |
| Old Point Trust & Financial Services N A | 100 | $3.38K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 100 | $3.38K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 100 | $3.38K | 0.00% | +30+42.9% | Added |
| Redmont Wealth Advisors LLC | 100 | $3.38K | 0.00% | +100 | New |
| Bellwether Advisors, LLC | 101 | $3.41K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 101 | $3.43K | 0.00% | −46−31.3% | Reduced |
| Bellevue Asset Management, LLC | 109 | $3.68K | 0.00% | +1+0.9% | Added |
| Abound Wealth Management | 109 | $3.69K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 112 | $3.79K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 113 | $3.82K | 0.00% | −858−88.4% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 113 | $3.85K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 118 | $4.01K | 0.00% | −49−29.3% | Reduced |
| CGC Financial Services, LLC | 120 | $4.06K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 121 | $4.09K | 0.00% | −123−50.4% | Reduced |
| Millstone Evans Group, LLC | 122 | $4.12K | 0.00% | 00.0% | Unchanged |
| Ossiam | 124 | $4.19K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 125 | $4.22K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 126 | $4.26K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 128 | $4.33K | 0.00% | −129−50.2% | Reduced |
| Sittner & Nelson, LLC | 133 | $4.50K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 133 | $4.50K | 0.00% | +133 | New |
| Kozak & Associates, Inc. | 131 | $4.74K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 141 | $4.75K | 0.00% | −1−0.7% | Reduced |
| HHM Wealth Advisors, LLC | 142 | $4.80K | 0.00% | +100+238.1% | Added |
| Whipplewood Advisors, LLC | 143 | $4.83K | 0.00% | −20−12.3% | Reduced |
| West Oak Capital, LLC | 145 | $4.90K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 150 | $5.07K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 150 | $5.07K | 0.00% | 00.0% | Unchanged |
| Disciplina Capital Management LLC | 153 | $5.17K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 155 | $5.24K | 0.00% | +155 | New |
| Bell Investment Advisors, Inc | 159 | $5.38K | 0.00% | −88−35.6% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 159 | $5.38K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 165 | $5.57K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 165 | $5.58K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 165 | $5.58K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 155 | $5.66K | 0.00% | +64+70.3% | Added |
| Financial Network Wealth Advisors LLC | 172 | $5.81K | 0.01% | +72+72.0% | Added |
| Capital A Wealth Management, LLC | 118 | $6.14K | 0.07% | −107−47.6% | Reduced |
| Provenance Wealth Advisors, LLC | 182 | $6.15K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 183 | $6.18K | 0.00% | +143+357.5% | Added |
| Kilter Group LLC | 185 | $6.25K | 0.00% | +185 | New |
| Legacy Wealth Managment, LLC | 192 | $6.49K | 0.00% | −257−57.2% | Reduced |
| Legacy Investment Solutions, LLC | 192 | $6.49K | 0.00% | +192 | New |
| Financial Freedom, LLC | 195 | $6.58K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 196 | $6.63K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 198 | $6.69K | 0.00% | +15+8.2% | Added |