| Turning Point Benefit Group, Inc. | 1 | $219 | 0.00% | −1−50.0% | Reduced |
| Quest 10 Wealth Builders, Inc. | 2 | $331 | 0.00% | −2−50.0% | Reduced |
| Breakwater Investment Management | 2 | $439 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 2 | $439 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 2 | $439 | 0.01% | +1+100.0% | Added |
| Chilton Capital Management LLC | 2 | $439 | 0.00% | +2 | New |
| Networth Advisors, LLC | 2 | $439 | 0.00% | +2 | New |
| Brown, Lisle/Cummings, Inc. | 2 | $456 | 0.00% | −66−97.1% | Reduced |
| Atlantic Private Wealth, LLC | 3 | $658 | 0.00% | −7−70.0% | Reduced |
| Davis Capital Management | 3 | $658 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 3 | $658 | 0.00% | +1+50.0% | Added |
| Prosperity Bancshares Inc | 3 | $658 | 0.00% | +3 | New |
| Atlas Capital Advisors LLC | 3 | $658 | 0.00% | +3 | New |
| Fountainhead AM, LLC | 4 | $877 | 0.00% | −4,914−99.9% | Reduced |
| PayPay Securities Corp | 4 | $877 | 0.03% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 4 | $877 | 0.00% | +4 | New |
| 1015 Capital Partners, LLC | 4 | $877 | 0.00% | +4 | New |
| Acumen Wealth Advisors, LLC | 4 | $878 | 0.00% | +4 | New |
| Capital Advisors, Ltd. LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 5 | $1.10K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 5 | $1.10K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 5 | $1.10K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 5 | $1.10K | 0.00% | +5 | New |
| Caldwell Sutter Capital, Inc. | 6 | $1.32K | 0.00% | 00.0% | Unchanged |
| Align Financial, LLC | 1,316 | $1.32K | 0.00% | +1,316 | New |
| Imprint Wealth LLC | 7 | $1.54K | 0.01% | −15−68.2% | Reduced |
| S&T Bank | 7 | $1.54K | 0.00% | −7−50.0% | Reduced |
| Winch Advisory Services, LLC | 7 | $1.54K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 7 | $1.54K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 7 | $1.54K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 7 | $1.54K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 7 | $1.54K | 0.00% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 7 | $1.54K | 0.00% | +7 | New |
| Ankerstar Wealth, LLC | 7 | $1.54K | 0.00% | +7 | New |
| Colonial Trust Co | 8 | $1.69K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 8 | $1.75K | 0.00% | −472−98.3% | Reduced |
| Rialto Wealth Management, LLC | 8 | $1.75K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 8 | $1.75K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 8 | $1.75K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 8 | $1.75K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 8 | $1.75K | 0.00% | +5+166.7% | Added |
| HFM Investment Advisors, LLC | 8 | $1.75K | 0.00% | +6+300.0% | Added |
| Rachor Investment Advisory Services, LLC | 8 | $1.75K | 0.00% | +8 | New |
| Cypress Capital Management LLC (WY) | 9 | $1.97K | 0.00% | +9 | New |
| HM Payson & Co | 9 | $1.98K | 0.00% | +9 | New |
| Ogorek Anthony Joseph | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 10 | $2.19K | 0.00% | +10 | New |
| Caitlin John, LLC | 10 | $2.19K | 0.00% | −105−91.3% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 10 | $2.19K | 0.00% | −10−50.0% | Reduced |
| Alerus Financial NA | 10 | $2.19K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $2.19K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 10 | $2.19K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 10 | $2.19K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 10 | $2.19K | 0.00% | +3+42.9% | Added |
| Bay Harbor Wealth Management, LLC | 11 | $2.41K | 0.00% | +3+37.5% | Added |
| Umb Bank N A | 12 | $2.63K | 0.00% | −188−94.0% | Reduced |
| Johnson Financial Group, Inc. | 12 | $2.63K | 0.00% | −21−63.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 12 | $2.63K | 0.00% | +1+9.1% | Added |
| Addison Advisors LLC | 13 | $2.85K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 13 | $2.85K | 0.00% | +13 | New |
| Legacy Wealth Managment, LLC | 14 | $3.07K | 0.00% | +13+1,300.0% | Added |
| Farmers & Merchants Investments Inc | 15 | $3.29K | 0.00% | 00.0% | Unchanged |
| Motco | 15 | $3.29K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 15 | $3.29K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 15 | $3.29K | 0.00% | +15 | New |
| United Community Bank | 16 | $3.51K | 0.00% | +16 | New |
| NorthAvenue LLC | 16 | $3.51K | 0.00% | +16 | New |
| IMA Wealth, Inc. | 17 | $3.73K | 0.00% | +17 | New |
| Pacific Center for Financial Services | 17 | $3.83K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 18 | $3.95K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Advisors LLC | 22 | $4.00K | 0.00% | +22 | New |
| Frazier Financial Advisors, LLC | 19 | $4.17K | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 19 | $4.17K | 0.00% | +19 | New |
| Abound Financial, LLC | 19 | $4.17K | 0.00% | +19 | New |
| Clean Yield Group | 20 | $4.39K | 0.00% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 20 | $4.39K | 0.00% | +20 | New |
| Estate Planners Group, LLC | 20 | $4.39K | 0.00% | +20 | New |
| PFS Partners, LLC | 20 | $4.39K | 0.00% | 00.0% | Unchanged |
| Groupe la Francaise | 25 | $4.61K | 0.00% | −16,340−99.8% | Reduced |
| TCTC Holdings, LLC | 22 | $4.83K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 22 | $4.83K | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 22 | $4.83K | 0.00% | +22 | New |
| Cornerstone Financial Management LLC | 23 | $5.04K | 0.00% | +23 | New |
| IMG Wealth Management, Inc. | 24 | $5.26K | 0.00% | 00.0% | Unchanged |
| Benson Wealth Management INC | 24 | $5.26K | 0.01% | +24 | New |
| Bellevue Asset Management, LLC | 25 | $5.48K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 25 | $5.48K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 25 | $5.48K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 25 | $5.48K | 0.00% | +1+4.2% | Added |
| JNBA Financial Advisors | 25 | $5.48K | 0.00% | +8+47.1% | Added |
| Cedar Mountain Advisors, LLC | 27 | $5.92K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 27 | $5.92K | 0.00% | +27 | New |
| Hughes Financial Services, LLC | 28 | $6.14K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 30 | $6.58K | 0.00% | 00.0% | Unchanged |
| Compass Financial Services Inc | 31 | $6.80K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 31 | $6.80K | 0.00% | +2+6.9% | Added |
| Elyxium Wealth, LLC | 32 | $7.02K | 0.00% | +32 | New |
| Paladin Advisory Group, LLC | 32 | $7.02K | 0.01% | −6−15.8% | Reduced |
| Atlantic Trust, LLC | 32 | $7.02K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 32 | $7.02K | 0.00% | +20+166.7% | Added |