| Strategic Wealth Partners, Ltd. | 1 | $48 | 0.00% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 1 | $59 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 3 | $143 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 3 | $165 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 6 | $286 | 0.00% | −2,429−99.8% | Reduced |
| Trust Co of Vermont | 6 | $286 | 0.00% | −194−97.0% | Reduced |
| Trust Co | 6 | $286 | 0.00% | +6 | New |
| Murphy & Mullick Capital Management Corp | 9 | $418 | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 11 | $525 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 13 | $621 | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 14 | $668 | 0.00% | +14 | New |
| Silicon Valley Capital Partners | 14 | $684 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 15 | $720 | 0.00% | +15 | New |
| Westside Investment Management, Inc. | 19 | $907 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 20 | $955 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 20 | $974 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 21 | $1.01K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 25 | $1.19K | 0.00% | +25 | New |
| Signature Resources Capital Management, LLC | 28 | $1.34K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 29 | $1.38K | 0.00% | +29 | New |
| Financial Consulate, Inc | 36 | $1.72K | 0.00% | +12+50.0% | Added |
| Blume Capital Management, Inc. | 40 | $1.91K | 0.00% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 40 | $1.91K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 41 | $1.96K | 0.00% | −3,300−98.8% | Reduced |
| Old Second National Bank of Aurora | 49 | $2.34K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 49 | $2.34K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 50 | $2.39K | 0.00% | −1,200−96.0% | Reduced |
| AdvisorNet Financial, Inc | 50 | $2.39K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 51 | $2.44K | 0.00% | +51 | New |
| Meramec Financial Planners, LLC | 43 | $2.49K | 0.00% | +43 | New |
| Salomon & Ludwin, LLC | 57 | $2.67K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 56 | $2.67K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 56 | $2.69K | 0.00% | +56 | New |
| Wealth Watch Advisors, INC | 58 | $2.77K | 0.00% | +58 | New |
| First Command Advisory Services, Inc. | 60 | $2.86K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 60 | $2.88K | 0.00% | +60 | New |
| SHP Wealth Management | 60 | $2.89K | 0.00% | +60 | New |
| Horizon Investments, LLC | 61 | $2.91K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 64 | $3.06K | 0.00% | +64 | New |
| Financial Network Wealth Advisors LLC | 65 | $3.10K | 0.00% | +7+12.1% | Added |
| Eq Wealth Advisors, LLC | 66 | $3.15K | 0.00% | +66 | New |
| Wiser Advisor Group LLC | 73 | $3.47K | 0.00% | −117−61.6% | Reduced |
| Alerus Financial NA | 76 | $3.63K | 0.00% | 00.0% | Unchanged |
| Estate Planners Group, LLC | 78 | $3.75K | 0.00% | +78 | New |
| Barrett & Company, Inc. | 80 | $3.82K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 80 | $3.82K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 80 | $3.82K | 0.00% | 00.0% | Unchanged |
| EFG International AG | 81 | $3.87K | 0.00% | +81 | New |
| Phillip James Consulting Co. | 90 | $4.00K | 0.07% | +90 | New |
| Missouri Trust & Investment Co | 84 | $4.01K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 91 | $4.34K | 0.00% | +5+5.8% | Added |
| Clearstead Advisors, LLC | 95 | $4.54K | 0.00% | −2−2.1% | Reduced |
| Johnson Financial Group, Inc. | 95 | $4.54K | 0.00% | +95 | New |
| Armstrong Advisory Group, Inc | 96 | $4.58K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 96 | $4.58K | 0.00% | +96 | New |
| Bridge Generations Wealth Management LLC | 100 | $4.77K | 0.00% | 00.0% | Unchanged |
| Bullseye Investment Management, LLC | 100 | $4.77K | 0.00% | +100 | New |
| Heritage Wealth Advisors | 103 | $4.92K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 104 | $4.96K | 0.00% | +1+1.0% | Added |
| TSFG, LLC | 106 | $5.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 106 | $5.06K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 108 | $5.16K | 0.00% | 00.0% | Unchanged |
| Hamrick Investment Counsel, llc | 109 | $5.20K | 0.00% | +109 | New |
| Your Advocates Ltd., LLP | 114 | $5.44K | 0.00% | +114 | New |
| Smallwood Wealth Investment Management, LLC | 118 | $5.64K | 0.00% | 00.0% | Unchanged |
| Birchwood Financial Partners, Inc. | 119 | $5.70K | 0.01% | +119 | New |
| Godfrey Financial Associates, Inc. | 121 | $5.78K | 0.01% | +121 | New |
| Nalls Sherbakoff Group, LLC | 122 | $5.85K | 0.00% | +42+52.5% | Added |
| Winch Advisory Services, LLC | 123 | $5.85K | 0.00% | +1+0.8% | Added |
| Pacific Center for Financial Services | 140 | $6.01K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 130 | $6.21K | 0.00% | +3+2.4% | Added |
| Prestige Wealth Management Group LLC | 130 | $6.21K | 0.00% | −10−7.1% | Reduced |
| Pittenger & Anderson Inc | 136 | $6.49K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 139 | $6.64K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 142 | $6.78K | 0.00% | +8+6.0% | Added |
| Capital Analysts, LLC | 143 | $7.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 158 | $7.54K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 160 | $7.64K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 160 | $7.64K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 161 | $7.69K | 0.00% | +5+3.2% | Added |
| Rosenberg Matthew Hamilton | 162 | $7.73K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 164 | $7.83K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 170 | $8.12K | 0.00% | +158+1,316.7% | Added |
| Colonial Trust Advisors | 173 | $8.26K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 174 | $8.31K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 176 | $8.40K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 180 | $8.59K | 0.00% | +180 | New |
| Rothschild Investment LLC | 185 | $8.83K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 196 | $9.36K | 0.00% | +196 | New |
| Caldwell Sutter Capital, Inc. | 197 | $9.40K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 200 | $9.55K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 200 | $9.55K | 0.00% | 00.0% | Unchanged |
| Vision Retirement, LLC | 200 | $9.55K | 0.00% | +200 | New |
| Walsh & Associates, LLC | 200 | $9.55K | 0.01% | +200 | New |
| Private Wealth Asset Management, LLC | 201 | $9.60K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 205 | $9.79K | 0.00% | +1+0.5% | Added |
| Safe Harbor Fiduciary, LLC | 208 | $9.93K | 0.01% | +208 | New |
| Washington Trust Advisors, Inc. | 216 | $10.3K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 220 | $10.5K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 225 | $10.7K | 0.00% | 00.0% | Unchanged |