| Estate Planners Group, LLC | 0 | $1 | 0.00% | 0 | New |
| Fairman Group, LLC | 0 | $4 | 0.00% | −14−100.0% | Reduced |
| SOA Wealth Advisors, LLC. | 0 | $5 | 0.00% | −15−100.0% | Reduced |
| Kingdom Financial Group LLC. | 1 | $32 | 0.00% | +1 | New |
| Ameriflex Group, Inc. | 3 | $115 | 0.00% | −3−50.0% | Reduced |
| Kozak & Associates, Inc. | 3 | $128 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 5 | $192 | 0.00% | +5 | New |
| Three Bearings Fiduciary Advisors, Inc. | 5 | $242 | 0.00% | +5 | New |
| Caitong International Asset Management Co., Ltd | 7 | $269 | 0.00% | −8−53.3% | Reduced |
| West Branch Capital LLC | 7 | $269 | 0.00% | 00.0% | Unchanged |
| Quattro Advisors LLC | 8 | $307 | 0.00% | +8 | New |
| DecisionPoint Financial, LLC | 10 | $384 | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 13 | $499 | 0.00% | +13 | New |
| NorthAvenue LLC | 14 | $538 | 0.00% | +14 | New |
| Luken Investment Analytics, LLC | 15 | $576 | 0.00% | +15 | New |
| Bear Mountain Capital, Inc. | 14 | $652 | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 20 | $768 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 21 | $806 | 0.01% | +1+5.0% | Added |
| Mascoma Wealth Management LLC | 24 | $921 | 0.00% | +24 | New |
| Quaker Wealth Management, LLC | 24 | $922 | 0.00% | −2−7.7% | Reduced |
| NVWM, LLC | 25 | $960 | 0.00% | −177−87.6% | Reduced |
| McGuire Capital Advisors Inc | 26 | $998 | 0.00% | +26 | New |
| CBIZ Investment Advisory Services, LLC | 26 | $1.00K | 0.00% | +26 | New |
| DHJJ Financial Advisors, Ltd. | 30 | $1.15K | 0.00% | 00.0% | Unchanged |
| Atomic Invest LLC | 31 | $1.21K | 0.00% | +31 | New |
| HFM Investment Advisors, LLC | 32 | $1.23K | 0.00% | +4+14.3% | Added |
| Torren Management, LLC | 32 | $1.24K | 0.00% | +32 | New |
| Retirement Wealth Solutions LLC | 33 | $1.27K | 0.00% | +22+200.0% | Added |
| Wealth Preservation Advisors, LLC | 35 | $1.34K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 39 | $1.49K | 0.00% | +20+105.3% | Added |
| Dunhill Financial, LLC | 40 | $1.53K | 0.00% | +10+33.3% | Added |
| Signature Resources Capital Management, LLC | 40 | $1.53K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 41 | $1.57K | 0.00% | +25+156.3% | Added |
| PayPay Securities Corp | 42 | $1.61K | 0.05% | +9+27.3% | Added |
| Country Trust Bank | 45 | $1.73K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 47 | $1.80K | 0.00% | +47 | New |
| Advocate Investing Services LLC | 47 | $1.80K | 0.00% | +47 | New |
| Caldwell Trust Co | 50 | $1.92K | 0.00% | −50−50.0% | Reduced |
| Hager Investment Management Services, LLC | 50 | $1.92K | 0.00% | −8−13.8% | Reduced |
| American National Bank | 52 | $2.00K | 0.00% | −478−90.2% | Reduced |
| Ogorek Anthony Joseph | 76 | $2.00K | 0.00% | −135−64.0% | Reduced |
| Rakuten Securities, Inc. | 53 | $2.03K | 0.00% | −462−89.7% | Reduced |
| Copia Wealth Management | 53 | $2.03K | 0.00% | 00.0% | Unchanged |
| Luminist Capital LLC | 55 | $2.11K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 55 | $2.11K | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 56 | $2.15K | 0.00% | +53+1,766.7% | Added |
| Hughes Financial Services, LLC | 57 | $2.19K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 59 | $2.26K | 0.00% | +36+156.5% | Added |
| Signature Equity Partners, LLC | 61 | $2.34K | 0.00% | +61 | New |
| ZRC Wealth Management, LLC | 64 | $2.46K | 0.00% | +29+82.9% | Added |
| Rialto Wealth Management, LLC | 68 | $2.61K | 0.00% | +31+83.8% | Added |
| SWAN Capital LLC | 70 | $2.69K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 72 | $2.76K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 73 | $2.80K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 75 | $2.88K | 0.00% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 78 | $2.98K | 0.00% | +78 | New |
| LFA - Lugano Financial Advisors SA | 80 | $3.07K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 82 | $3.15K | 0.00% | +75+1,071.4% | Added |
| 1015 Capital Partners, LLC | 86 | $3.30K | 0.00% | +86 | New |
| Beaird Harris Wealth Management, LLC | 87 | $3.34K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 88 | $3.38K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 90 | $3.45K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 90 | $3.48K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 94 | $3.61K | 0.00% | +94 | New |
| Marquette Asset Management, LLC | 97 | $3.72K | 0.00% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 99 | $3.80K | 0.00% | +99 | New |
| Kimelman & Baird, LLC | 100 | $3.84K | 0.00% | −1,605−94.1% | Reduced |
| Old Point Trust & Financial Services N A | 100 | $3.84K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 100 | $3.84K | 0.01% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 100 | $3.84K | 0.00% | 00.0% | Unchanged |
| Garner Asset Management Corp | 100 | $3.84K | 0.00% | +100 | New |
| Ritter Daniher Financial Advisory LLC | 101 | $3.87K | 0.00% | +101 | New |
| TD Capital Management LLC | 101 | $3.88K | 0.00% | +101 | New |
| Resources Management Corp | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 125 | $4.00K | 0.00% | +125 | New |
| Arlington Trust Co LLC | 105 | $4.03K | 0.00% | −1,311−92.6% | Reduced |
| Abound Wealth Management | 109 | $4.18K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 110 | $4.25K | 0.00% | +1+0.9% | Added |
| IMG Wealth Management, Inc. | 113 | $4.34K | 0.00% | +15+15.3% | Added |
| Foster Dykema Cabot & Partners, LLC | 113 | $4.37K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 114 | $4.38K | 0.00% | −7−5.8% | Reduced |
| CGC Financial Services, LLC | 120 | $4.61K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 121 | $4.64K | 0.00% | +77+175.0% | Added |
| Millstone Evans Group, LLC | 122 | $4.68K | 0.00% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 125 | $4.80K | 0.00% | −2,000−94.1% | Reduced |
| Legacy Bridge, LLC | 125 | $4.80K | 0.00% | 00.0% | Unchanged |
| Essential Investment Partners LLC | 129 | $4.95K | 0.00% | +129 | New |
| Johnson Financial Group, Inc. | 131 | $5.07K | 0.00% | −18−12.1% | Reduced |
| Acumen Wealth Advisors, LLC | 137 | $5.30K | 0.00% | +137 | New |
| Elevated Capital Advisors, LLC | 139 | $5.33K | 0.00% | +139 | New |
| HHM Wealth Advisors, LLC | 142 | $5.45K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 109 | $5.53K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 145 | $5.56K | 0.00% | −50−25.6% | Reduced |
| Bell Investment Advisors, Inc | 148 | $5.68K | 0.00% | −28−15.9% | Reduced |
| Nemes Rush Group LLC | 150 | $5.76K | 0.00% | −5,131−97.2% | Reduced |
| Clark Wealth Partners | 150 | $5.76K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 150 | $5.76K | 0.00% | 00.0% | Unchanged |
| Navalign, LLC | 150 | $5.76K | 0.00% | +150 | New |
| Crews Bank & Trust | 151 | $5.79K | 0.00% | −1,600−91.4% | Reduced |
| Center for Financial Planning, Inc. | 151 | $5.80K | 0.00% | 00.0% | Unchanged |