| High Note Wealth, LLC | 1 | $120 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 1 | $120 | 0.00% | +1 | New |
| Highline Wealth Partners LLC | 2 | $240 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 3 | $360 | 0.00% | +3 | New |
| First Pacific Financial | 3 | $361 | 0.00% | +3 | New |
| Valued Wealth Advisors LLC | 4 | $481 | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 4 | $522 | 0.00% | +4 | New |
| GPS Wealth Strategies Group, LLC | 5 | $600 | 0.00% | 00.0% | Unchanged |
| Imprint Wealth LLC | 5 | $600 | 0.00% | +5 | New |
| Strategic Wealth Partners, Ltd. | 6 | $720 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 7 | $840 | 0.00% | +1+16.7% | Added |
| Wealth Watch Advisors, INC | 7 | $840 | 0.00% | +7 | New |
| Breakwater Investment Management | 7 | $841 | 0.00% | +7 | New |
| Seneschal Advisors, LLC | 7 | $841 | 0.00% | +7 | New |
| DecisionPoint Financial, LLC | 7 | $915 | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 10 | $1.00K | 0.00% | +10 | New |
| Winnow Wealth LLC | 9 | $1.09K | 0.00% | +9 | New |
| Nemes Rush Group LLC | 10 | $1.20K | 0.00% | −19−65.5% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $1.20K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 10 | $1.20K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 10 | $1.20K | 0.00% | +2+25.0% | Added |
| Trust Co of Vermont | 10 | $1.20K | 0.00% | +8+400.0% | Added |
| Colonial Trust Advisors | 10 | $1.20K | 0.00% | +10 | New |
| Rossby Financial, LCC | 11 | $1.44K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 12 | $1.44K | 0.00% | +12 | New |
| Park Place Capital Corp | 12 | $1.44K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 12 | $1.45K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 15 | $1.80K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 15 | $1.80K | 0.00% | +3+25.0% | Added |
| American Capital Advisory, LLC | 16 | $1.92K | 0.00% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 16 | $1.92K | 0.00% | +16 | New |
| Winthrop Capital Management, LLC | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 19 | $2.28K | 0.00% | −24−55.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 19 | $2.29K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 21 | $2.52K | 0.00% | +8+61.5% | Added |
| Atlantic Trust, LLC | 22 | $2.64K | 0.00% | −14−38.9% | Reduced |
| Quaker Wealth Management, LLC | 22 | $2.64K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 23 | $2.76K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 24 | $2.88K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 24 | $2.88K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 17 | $2.93K | 0.00% | +17 | New |
| Capital Advisors, Ltd. LLC | 29 | $3.00K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 26 | $3.12K | 0.00% | +26 | New |
| Bare Financial Services, Inc | 27 | $3.24K | 0.00% | +15+125.0% | Added |
| Barrett & Company, Inc. | 29 | $3.48K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 29 | $3.48K | 0.00% | +9+45.0% | Added |
| Key Financial Inc | 27 | $3.53K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 30 | $3.54K | 0.00% | +1+3.4% | Added |
| Sachetta, LLC | 30 | $3.60K | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 30 | $3.60K | 0.00% | +30 | New |
| DiNuzzo Private Wealth, Inc. | 45 | $3.62K | 0.00% | +5+12.5% | Added |
| Caitong International Asset Management Co., Ltd | 32 | $3.84K | 0.00% | −5−13.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 33 | $3.96K | 0.00% | −709−95.6% | Reduced |
| CBIZ Investment Advisory Services, LLC | 34 | $4.08K | 0.00% | +8+30.8% | Added |
| City State Bank | 35 | $4.20K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 36 | $4.32K | 0.00% | +36 | New |
| Marquette Asset Management, LLC | 38 | $4.56K | 0.00% | +38 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 44 | $5.28K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 49 | $5.88K | 0.00% | +27+122.7% | Added |
| Quest 10 Wealth Builders, Inc. | 49 | $5.88K | 0.01% | +27+122.7% | Added |
| Cloud Capital Management, LLC | 54 | $6.00K | 0.00% | +54 | New |
| ORG Wealth Partners, LLC | 51 | $6.12K | 0.00% | −343−87.1% | Reduced |
| Trust Co of Toledo NA | 51 | $6.12K | 0.00% | −16−23.9% | Reduced |
| Cornerstone Planning Group LLC | 264 | $6.21K | 0.00% | +178+207.0% | Added |
| Teachers Insurance & Annuity Association of America | 53 | $6.36K | 0.01% | +53 | New |
| Sunbelt Securities, Inc. | 55 | $6.60K | 0.00% | +18+48.6% | Added |
| Aspect Partners, LLC | 55 | $6.60K | 0.00% | +22+66.7% | Added |
| Hughes Financial Services, LLC | 39 | $6.79K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 66 | $7.92K | 0.00% | +7+11.9% | Added |
| Avion Wealth | 69 | $8.00K | 0.00% | +11+19.0% | Added |
| Princeton Global Asset Management LLC | 69 | $8.28K | 0.00% | +50+263.2% | Added |
| Accent Capital Management, LLC | 69 | $8.28K | 0.00% | +69 | New |
| McIlrath & Eck, LLC | 70 | $8.40K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 72 | $8.64K | 0.01% | +61+554.5% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 74 | $8.88K | 0.01% | −30−28.8% | Reduced |
| Colonial Trust Co | 74 | $8.88K | 0.00% | 00.0% | Unchanged |
| Groupe la Francaise | 77 | $8.94K | 0.00% | +77 | New |
| Howard Hughes Medical Institute | 75 | $9.01K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 80 | $9.61K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 11,140 | $11.1K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 93 | $11.2K | 0.00% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 95 | $11.4K | 0.01% | −95−50.0% | Reduced |
| Financial Perspectives, Inc | 95 | $11.4K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 100 | $12.0K | 0.00% | −1,203−92.3% | Reduced |
| Pinnacle Bancorp, Inc. | 103 | $12.4K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 96 | $12.6K | 0.00% | +96 | New |
| Kilter Group LLC | 106 | $12.7K | 0.01% | +9+9.3% | Added |
| Boreal Capital Management LLC | 110 | $13.2K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 118 | $14.2K | 0.00% | +16+15.7% | Added |
| Central Trust Co | 125 | $15.0K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 125 | $15.0K | 0.00% | 00.0% | Unchanged |
| Advanced Portfolio Management, LLC | 131 | $15.7K | 0.04% | +131 | New |
| Bartlett & Co. Wealth Management LLC | 134 | $16.1K | 0.00% | +60+81.1% | Added |
| Johnson Financial Group, Inc. | 140 | $16.8K | 0.00% | +140 | New |
| Financial Consulate, Inc | 140 | $16.8K | 0.00% | +140 | New |
| Vermillion & White Wealth Management Group, LLC | 145 | $17.4K | 0.01% | −19−11.6% | Reduced |
| Coastline Trust Co | 150 | $18.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 150 | $18.0K | 0.00% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 150 | $18.0K | 0.01% | +50+50.0% | Added |