| Measured Wealth Private Client Group, LLC | 1 | $80 | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 1 | $81 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 1 | $125 | 0.00% | −4−80.0% | Reduced |
| Mather Group, LLC. | 3 | $241 | 0.00% | +3 | New |
| Davis Capital Management | 3 | $241 | 0.00% | +3 | New |
| Financial Consulate, Inc | 3 | $242 | 0.00% | +3 | New |
| Retirement Wealth Solutions LLC | 3 | $242 | 0.00% | +3 | New |
| Asset Dedication, LLC | 4 | $322 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $402 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 5 | $402 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 5 | $402 | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 5 | $402 | 0.00% | 00.0% | Unchanged |
| City State Bank | 5 | $402 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 5 | $402 | 0.00% | +5 | New |
| Plante Moran Financial Advisors, LLC | 6 | $482 | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 6 | $482 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 6 | $483 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 7 | $563 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 7 | $563 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 7 | $563 | 0.00% | +1+16.7% | Added |
| JPL Wealth Management, LLC | 7 | $563 | 0.00% | +7 | New |
| Archer Investment Corp | 8 | $603 | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 8 | $643 | 0.00% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 8 | $643 | 0.00% | +8 | New |
| Napier Financial, LLC | 8 | $643 | 0.00% | +8 | New |
| Quaker Wealth Management, LLC | 8 | $644 | 0.00% | +3+60.0% | Added |
| HFM Investment Advisors, LLC | 10 | $804 | 0.00% | −2−16.7% | Reduced |
| Chelsea Counsel Co | 10 | $804 | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 10 | $804 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 10 | $804 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 10 | $804 | 0.00% | +10 | New |
| Silicon Valley Capital Partners | 10 | $804 | 0.00% | +10 | New |
| Wealth Science Advisors LLC | 10 | $863 | 0.00% | +10 | New |
| Curio Wealth, LLC | 11 | $884 | 0.00% | +3+37.5% | Added |
| DT Investment Partners, LLC | 12 | $965 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 12 | $965 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 12 | $965 | 0.00% | +12 | New |
| PayPay Securities Corp | 12 | $1.04K | 0.04% | −1−7.7% | Reduced |
| Osbon Capital Management LLC | 13 | $1.04K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 14 | $1.13K | 0.00% | −23−62.2% | Reduced |
| TD Private Client Wealth LLC | 14 | $1.13K | 0.00% | −13−48.1% | Reduced |
| SOA Wealth Advisors, LLC. | 14 | $1.13K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 14 | $1.13K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 15 | $1.21K | 0.00% | −24−61.5% | Reduced |
| CNB Bank | 16 | $1.29K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 16 | $1.29K | 0.00% | +11+220.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 17 | $1.35K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 17 | $1.37K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 18 | $1.45K | 0.00% | +18 | New |
| First Command Advisory Services, Inc. | 19 | $1.53K | 0.00% | +19 | New |
| Kilter Group LLC | 20 | $1.61K | 0.00% | −5−20.0% | Reduced |
| Park Place Capital Corp | 20 | $1.61K | 0.00% | −4−16.7% | Reduced |
| Field & Main Bank | 20 | $1.61K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 20 | $1.61K | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 20 | $1.61K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 20 | $1.61K | 0.00% | +2+11.1% | Added |
| Rialto Wealth Management, LLC | 20 | $1.61K | 0.00% | +5+33.3% | Added |
| Glen Eagle Advisors, LLC | 21 | $1.69K | 0.00% | 00.0% | Unchanged |
| Vision Retirement, LLC | 21 | $1.69K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 21 | $1.69K | 0.00% | +5+31.3% | Added |
| Aspect Partners, LLC | 23 | $1.85K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 24 | $1.93K | 0.00% | +24 | New |
| Kingdom Financial Group LLC. | 24 | $1.93K | 0.00% | +24 | New |
| Ritter Daniher Financial Advisory LLC | 24 | $1.93K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 22 | $2.00K | 0.00% | +15+214.3% | Added |
| Anchor Investment Management, LLC | 25 | $2.01K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 25 | $2.01K | 0.00% | +20+400.0% | Added |
| Manchester Capital Management LLC | 26 | $2.09K | 0.00% | −22−45.8% | Reduced |
| Sachetta, LLC | 27 | $2.17K | 0.00% | −9−25.0% | Reduced |
| Addison Advisors LLC | 27 | $2.17K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 27 | $2.17K | 0.00% | +27 | New |
| Hara Capital LLC | 28 | $2.25K | 0.00% | −73−72.3% | Reduced |
| Smallwood Wealth Investment Management, LLC | 29 | $2.33K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 29 | $2.33K | 0.00% | +29 | New |
| Investors Portfolio Services LLC | 25 | $2.33K | 0.00% | +2+8.7% | Added |
| MV Capital Management, Inc. | 30 | $2.41K | 0.00% | −1−3.2% | Reduced |
| Vision Financial Markets LLC | 30 | $2.41K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 32 | $2.57K | 0.00% | −7,180−99.6% | Reduced |
| Copia Wealth Management | 32 | $2.57K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 33 | $2.65K | 0.00% | +8+32.0% | Added |
| American Capital Advisory, LLC | 34 | $2.73K | 0.00% | +6+21.4% | Added |
| Hughes Financial Services, LLC | 36 | $2.89K | 0.00% | +7+24.1% | Added |
| DiNuzzo Private Wealth, Inc. | 36 | $2.90K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 37 | $2.97K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 36 | $3.00K | 0.00% | −108−75.0% | Reduced |
| Noble Wealth Management PBC | 38 | $3.06K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 40 | $3.22K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 40 | $3.22K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 40 | $3.22K | 0.00% | 00.0% | Unchanged |
| Allianz SE | 40 | $3.22K | 0.00% | +40 | New |
| UMA Financial Services, Inc. | 41 | $3.30K | 0.00% | −137−77.0% | Reduced |
| Golden State Wealth Management, LLC | 41 | $3.30K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 41 | $3.30K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 43 | $3.46K | 0.00% | −59−57.8% | Reduced |
| Wall Street Access Asset Management, LLC | 45 | $3.56K | 0.00% | +25+125.0% | Added |
| Rossby Financial, LCC | 45 | $3.63K | 0.00% | +45 | New |
| Evolution Wealth Management Inc. | 46 | $3.70K | 0.00% | +46 | New |
| Spire Wealth Management | 48 | $3.86K | 0.00% | −12−20.0% | Reduced |
| Umb Bank N A | 49 | $3.94K | 0.00% | −607−92.5% | Reduced |
| BFSG, LLC | 50 | $4.02K | 0.00% | 00.0% | Unchanged |