| Winthrop Capital Management, LLC | 2 | $0 | 0.00% | +2 | New |
| Moisand Fitzgerald Tamayo, LLC | 0 | $34 | 0.00% | 0 | New |
| Dunhill Financial, LLC | 1 | $59 | 0.00% | +1 | New |
| WealthTrak Capital Management LLC | 1 | $118 | 0.00% | −22−95.7% | Reduced |
| Laurel Wealth Advisors LLC | 1 | $118 | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 1 | $118 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 3 | $322 | 0.00% | +3 | New |
| HHM Wealth Advisors, LLC | 4 | $470 | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 4 | $470 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 4 | $470 | 0.00% | +4 | New |
| TD Capital Management LLC | 4 | $471 | 0.00% | +4 | New |
| Bear Mountain Capital, Inc. | 4 | $520 | 0.00% | +4 | New |
| Cape Investment Advisory, Inc. | 5 | $587 | 0.00% | −1−16.7% | Reduced |
| Chesapeake Asset Management LLC | 5 | $587 | 0.00% | 00.0% | Unchanged |
| Greenline Partners, LLC | 5 | $587 | 0.00% | +5 | New |
| Archer Investment Corp | 5 | $588 | 0.00% | −1,255−99.6% | Reduced |
| JDM Financial Group LLC | 6 | $705 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 7 | $822 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 7 | $822 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 7 | $822 | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 7 | $822 | 0.00% | +7 | New |
| TFC Financial Management | 7 | $823 | 0.00% | −6−46.2% | Reduced |
| Carolinas Wealth Consulting LLC | 7 | $850 | 0.00% | +4+133.3% | Added |
| Colonial Trust Co | 8 | $940 | 0.00% | −68−89.5% | Reduced |
| Central Trust Co | 8 | $940 | 0.00% | −60−88.2% | Reduced |
| Raffa Wealth Management, LLC | 8 | $940 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 8 | $944 | 0.00% | −1−11.1% | Reduced |
| TSFG, LLC | 9 | $1.00K | 0.00% | +9 | New |
| USA Financial Portformulas Corp | 9 | $1.06K | 0.00% | −5,472−99.8% | Reduced |
| Millstone Evans Group, LLC | 9 | $1.06K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 9 | $1.06K | 0.00% | +9 | New |
| Spectrum Wealth Counsel, LLC | 9 | $1.06K | 0.00% | +9 | New |
| Berkshire Capital Holdings Inc | 10 | $1.17K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 10 | $1.23K | 0.00% | +10 | New |
| Key Financial Inc | 12 | $1.41K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 12 | $1.41K | 0.00% | +9+300.0% | Added |
| Bay Harbor Wealth Management, LLC | 12 | $1.41K | 0.00% | +12 | New |
| Salem Investment Counselors Inc | 14 | $1.65K | 0.00% | +14 | New |
| Trifecta Capital Advisors, LLC | 15 | $1.76K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 16 | $1.88K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 16 | $1.88K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 16 | $1.97K | 0.11% | +2+14.3% | Added |
| Ogorek Anthony Joseph | 19 | $2.00K | 0.00% | +19 | New |
| S&T Bank | 20 | $2.35K | 0.00% | +20 | New |
| SWAN Capital LLC | 20 | $2.35K | 0.00% | +20 | New |
| Golden State Wealth Management, LLC | 23 | $2.70K | 0.00% | +8+53.3% | Added |
| Barrett & Company, Inc. | 25 | $2.94K | 0.00% | +25 | New |
| Truvestments Capital LLC | 25 | $2.94K | 0.00% | +25 | New |
| Binnacle Investments Inc | 25 | $2.94K | 0.00% | +25 | New |
| Kayne Anderson Rudnick Investment Management LLC | 25 | $2.96K | 0.00% | −11−30.6% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 27 | $3.17K | 0.00% | −8−22.9% | Reduced |
| Highline Wealth Partners LLC | 27 | $3.17K | 0.00% | +10+58.8% | Added |
| GoalVest Advisory LLC | 27 | $3.17K | 0.00% | +27 | New |
| Medallion Wealth Advisors, LLC | 26 | $3.18K | 0.00% | +26 | New |
| City Holding Co | 28 | $3.29K | 0.00% | +8+40.0% | Added |
| HFM Investment Advisors, LLC | 28 | $3.29K | 0.00% | +28 | New |
| Clear Investment Research, LLC | 28 | $3.29K | 0.00% | +19+211.1% | Added |
| Trivant Custom Portfolio Group, LLC | 30 | $3.55K | 0.00% | −1−3.2% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 34 | $4.00K | 0.00% | +34 | New |
| West Oak Capital, LLC | 35 | $4.10K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 36 | $4.23K | 0.00% | +2+5.9% | Added |
| Fairway Wealth LLC | 37 | $4.34K | 0.00% | +37 | New |
| Washington Trust Advisors, Inc. | 38 | $4.50K | 0.00% | −3−7.3% | Reduced |
| Bogart Wealth, LLC | 39 | $4.58K | 0.00% | −8−17.0% | Reduced |
| Atlantic Trust, LLC | 39 | $4.58K | 0.00% | +39 | New |
| Marshall & Sterling Wealth Advisors Inc. | 41 | $4.82K | 0.00% | +41 | New |
| Migdal Insurance & Financial Holdings Ltd. | 41 | $5.00K | 0.00% | +41 | New |
| Kennebec Savings Bank | 44 | $5.17K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 44 | $5.17K | 0.00% | +2+4.8% | Added |
| Abound Wealth Management | 46 | $5.40K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 48 | $5.64K | 0.01% | +48 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 49 | $5.75K | 0.00% | −29−37.2% | Reduced |
| Core Alternative Capital | 49 | $5.75K | 0.00% | 00.0% | Unchanged |
| Studio Investment Management LLC | 50 | $5.87K | 0.00% | 00.0% | Unchanged |
| City State Bank | 50 | $5.87K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 44 | $6.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 52 | $6.00K | 0.00% | +52 | New |
| Winch Advisory Services, LLC | 54 | $6.35K | 0.00% | +54 | New |
| Sachetta, LLC | 56 | $6.58K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 57 | $6.69K | 0.01% | +57 | New |
| South State Corp. | 58 | $6.77K | 0.00% | +58 | New |
| Wolff Wiese Magana LLC | 58 | $6.81K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 58 | $6.81K | 0.00% | +58 | New |
| Capital Analysts, LLC | 58 | $7.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 58 | $7.01K | 0.00% | +22+61.1% | Added |
| Toth Financial Advisory Corp | 60 | $7.05K | 0.00% | +40+200.0% | Added |
| Johnson Financial Group, Inc. | 62 | $7.28K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 72 | $8.46K | 0.00% | +71+7,100.0% | Added |
| Valued Wealth Advisors LLC | 75 | $8.83K | 0.01% | +8+11.9% | Added |
| Dogwood Wealth Management LLC | 76 | $8.96K | 0.00% | +2+2.7% | Added |
| WealthCollab, LLC | 78 | $9.16K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 93 | $10.9K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 95 | $11.2K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 100 | $11.7K | 0.00% | +100 | New |
| Tortoise Investment Management, LLC | 100 | $11.8K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 102 | $12.0K | 0.00% | +2+2.0% | Added |
| Sierra Ocean, LLC | 104 | $12.2K | 0.01% | +2+2.0% | Added |
| MV Capital Management, Inc. | 106 | $12.4K | 0.00% | −9−7.8% | Reduced |
| Stone House Investment Management, LLC | 112 | $13.2K | 0.00% | +112 | New |