| West Oak Capital, LLC | 3 | $200 | 0.00% | +3 | New |
| Davis Capital Management | 3 | $213 | 0.00% | +3 | New |
| Frazier Financial Advisors, LLC | 4 | $291 | 0.00% | +4 | New |
| Activest Wealth Management | 5 | $355 | 0.00% | +5 | New |
| High Note Wealth, LLC | 5 | $355 | 0.00% | +5 | New |
| Kayne Anderson Rudnick Investment Management LLC | 6 | $426 | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 6 | $426 | 0.00% | +6 | New |
| North Star Investment Management Corp. | 7 | $497 | 0.00% | +7 | New |
| Wealth Watch Advisors, INC | 7 | $497 | 0.00% | +7 | New |
| Breakwater Investment Management | 7 | $498 | 0.00% | +7 | New |
| Quest 10 Wealth Builders, Inc. | 8 | $550 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 8 | $568 | 0.00% | +3+60.0% | Added |
| American Capital Advisory, LLC | 8 | $569 | 0.00% | +2+33.3% | Added |
| Seneschal Advisors, LLC | 8 | $569 | 0.00% | +8 | New |
| WestEnd Advisors, LLC | 9 | $639 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 10 | $711 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 10 | $711 | 0.00% | +10 | New |
| Hurley Capital, LLC | 10 | $711 | 0.00% | +10 | New |
| Guerra Advisors Inc | 10 | $711 | 0.00% | +10 | New |
| Strengthening Families & Communities, LLC | 10 | $713 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 11 | $822 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 12 | $853 | 0.00% | +12 | New |
| Valley National Advisers Inc | 19 | $1.00K | 0.00% | +3+18.8% | Added |
| SOA Wealth Advisors, LLC. | 14 | $1.01K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 16 | $1.14K | 0.00% | +10+166.7% | Added |
| Country Trust Bank | 17 | $1.21K | 0.00% | +17 | New |
| Financial Network Wealth Advisors LLC | 18 | $1.28K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 19 | $1.35K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 20 | $1.42K | 0.00% | +2+11.1% | Added |
| Texas Capital Bancshares Inc | 20 | $1.42K | 0.00% | +20 | New |
| Pittenger & Anderson Inc | 21 | $1.49K | 0.00% | +21 | New |
| NVWM, LLC | 27 | $1.92K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 28 | $1.99K | 0.00% | +24+600.0% | Added |
| Rialto Wealth Management, LLC | 28 | $1.99K | 0.00% | +16+133.3% | Added |
| HM Payson & Co | 30 | $2.13K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 31 | $2.20K | 0.00% | +26+520.0% | Added |
| AdvisorNet Financial, Inc | 31 | $2.20K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 32 | $2.27K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 33 | $2.35K | 0.00% | +33 | New |
| Caitlin John, LLC | 34 | $2.42K | 0.00% | +34 | New |
| Bay Harbor Wealth Management, LLC | 35 | $2.49K | 0.00% | +9+34.6% | Added |
| Anchor Investment Management, LLC | 35 | $2.49K | 0.00% | 00.0% | Unchanged |
| Aventus Investment Advisors, Inc. | 35 | $2.49K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 36 | $2.53K | 0.00% | +7+24.1% | Added |
| Transamerica Financial Advisors, Inc. | 39 | $2.71K | 0.00% | +39 | New |
| Turning Point Benefit Group, Inc. | 39 | $2.72K | 0.00% | +39 | New |
| Plante Moran Financial Advisors, LLC | 39 | $2.77K | 0.00% | 00.0% | Unchanged |
| Motco | 40 | $2.84K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 40 | $2.84K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 40 | $2.84K | 0.00% | +10+33.3% | Added |
| Tortoise Investment Management, LLC | 42 | $2.98K | 0.00% | +5+13.5% | Added |
| Westfuller Advisors, LLC | 45 | $3.20K | 0.00% | +45 | New |
| Clark Wealth Partners | 39 | $3.25K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 46 | $3.27K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 55 | $3.92K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 59 | $4.19K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 59 | $4.19K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 63 | $4.48K | 0.02% | −1,078−94.5% | Reduced |
| Barrett & Company, Inc. | 65 | $4.62K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 68 | $4.83K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 64 | $4.89K | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 74 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 77 | $5.00K | 0.00% | +77 | New |
| North Capital, Inc. | 71 | $5.03K | 0.00% | +11+18.3% | Added |
| Private Wealth Management Group, LLC | 73 | $5.19K | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 77 | $5.47K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 77 | $5.47K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 78 | $5.53K | 0.00% | +1+1.3% | Added |
| Howard Hughes Medical Institute | 80 | $5.68K | 0.00% | −4−4.8% | Reduced |
| Retirement Wealth Solutions LLC | 80 | $5.68K | 0.00% | +80 | New |
| Rakuten Securities, Inc. | 82 | $5.83K | 0.00% | +65+382.4% | Added |
| Copia Wealth Management | 82 | $5.83K | 0.00% | +82 | New |
| Financial Consulate, Inc | 83 | $5.90K | 0.00% | +83 | New |
| Binnacle Investments Inc | 84 | $5.97K | 0.00% | +54+180.0% | Added |
| Capital Advisors, Ltd. LLC | 83 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 85 | $6.04K | 0.00% | −9−9.6% | Reduced |
| PFS Partners, LLC | 91 | $6.49K | 0.00% | 00.0% | Unchanged |
| Groupe la Francaise | 92 | $6.54K | 0.00% | −1,399−93.8% | Reduced |
| WFA Asset Management Corp | 132 | $6.58K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 98 | $6.96K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 100 | $6.98K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 100 | $7.11K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 110 | $7.85K | 0.01% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 100 | $8.00K | 0.00% | +100 | New |
| Glass Jacobson Investment Advisors llc | 117 | $8.31K | 0.00% | −48−29.1% | Reduced |
| Spire Wealth Management | 125 | $8.88K | 0.00% | +1+0.8% | Added |
| Avion Wealth | 134 | $9.00K | 0.00% | −4−2.9% | Reduced |
| JPL Wealth Management, LLC | 132 | $9.37K | 0.00% | +132 | New |
| Bruce G. Allen Investments, LLC | 133 | $9.45K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 136 | $9.66K | 0.00% | −4−2.9% | Reduced |
| Financial Management Professionals, Inc. | 141 | $10.0K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 148 | $10.4K | 0.00% | +1+0.7% | Added |
| Highline Wealth Partners LLC | 148 | $10.5K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 149 | $10.6K | 0.00% | +32+27.4% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 155 | $11.0K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 156 | $11.1K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 162 | $11.5K | 0.00% | +2+1.3% | Added |
| WealthCollab, LLC | 168 | $11.9K | 0.01% | −170−50.3% | Reduced |
| Valued Wealth Advisors LLC | 173 | $12.3K | 0.01% | +8+4.8% | Added |
| Princeton Global Asset Management LLC | 175 | $12.4K | 0.00% | 00.0% | Unchanged |
