| DecisionPoint Financial, LLC | 1 | $244 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1 | $247 | 0.00% | −9−90.0% | Reduced |
| ROSS\JOHNSON & Associates LLC | 1 | $247 | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 1 | $247 | 0.00% | +1 | New |
| Strategic Advocates LLC | 2 | $493 | 0.00% | +2 | New |
| Cornerstone Planning Group LLC | 100 | $524 | 0.00% | −49−32.9% | Reduced |
| Tradewinds Capital Management, LLC | 3 | $740 | 0.00% | −90−96.8% | Reduced |
| Anfield Capital Management, LLC | 3 | $740 | 0.00% | +3 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 4 | $986 | 0.00% | +4 | New |
| Legacy Wealth Managment, LLC | 4 | $987 | 0.00% | −4−50.0% | Reduced |
| Picton Mahoney Asset Management | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 5 | $1.23K | 0.00% | −52−91.2% | Reduced |
| Wolff Wiese Magana LLC | 5 | $1.23K | 0.00% | −33−86.8% | Reduced |
| HFM Investment Advisors, LLC | 5 | $1.23K | 0.00% | −2−28.6% | Reduced |
| Bridge Generations Wealth Management LLC | 5 | $1.23K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 5 | $1.27K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 6 | $1.48K | 0.00% | −12−66.7% | Reduced |
| Trust Co | 6 | $1.48K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 7 | $1.73K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 8 | $1.97K | 0.00% | +8 | New |
| Solstein Capital, LLC | 10 | $2.47K | 0.00% | −185−94.9% | Reduced |
| Turning Point Benefit Group, Inc. | 11 | $2.68K | 0.00% | +11 | New |
| Dogwood Wealth Management LLC | 12 | $2.96K | 0.00% | −26−68.4% | Reduced |
| WestEnd Advisors, LLC | 12 | $2.96K | 0.00% | +3+33.3% | Added |
| Team Financial Group, LLC | 12 | $3.05K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 12 | $3.07K | 0.11% | +1+9.1% | Added |
| American Capital Advisory, LLC | 13 | $3.21K | 0.00% | −3−18.8% | Reduced |
| 1620 Investment Advisors, Inc. | 13 | $3.21K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 14 | $3.45K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 14 | $3.45K | 0.01% | −60−81.1% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 15 | $3.70K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 16 | $3.95K | 0.00% | −20−55.6% | Reduced |
| Caldwell Sutter Capital, Inc. | 18 | $4.44K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 20 | $4.93K | 0.00% | +20 | New |
| Westend Capital Management, LLC | 22 | $5.42K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 22 | $5.42K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 23 | $5.67K | 0.00% | −33−58.9% | Reduced |
| POM Investment Strategies, LLC | 23 | $5.67K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 24 | $5.93K | 0.00% | −1−4.0% | Reduced |
| Cloud Capital Management, LLC | 28 | $6.00K | 0.00% | +28 | New |
| Pingora Partners LLC | 25 | $6.17K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 25 | $6.17K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 26 | $6.41K | 0.00% | −4−13.3% | Reduced |
| Centennial Bank | 27 | $6.66K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 27 | $6.66K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 28 | $6.78K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 28 | $6.91K | 0.00% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 29 | $7.15K | 0.00% | −42−59.2% | Reduced |
| NFJ Investment Group, LLC | 30 | $7.40K | 0.00% | −4,058−99.3% | Reduced |
| C M Bidwell & Associates Ltd | 30 | $7.40K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 30 | $7.40K | 0.01% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 31 | $7.64K | 0.01% | +8+34.8% | Added |
| Operose Advisors LLC | 32 | $7.89K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 32 | $7.96K | 0.00% | −246−88.5% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 32 | $8.00K | 0.00% | −3−8.6% | Reduced |
| Northwest Capital Management Inc | 33 | $8.14K | 0.01% | 00.0% | Unchanged |
| Clark Wealth Partners | 31 | $8.32K | 0.01% | +31 | New |
| TCTC Holdings, LLC | 34 | $8.38K | 0.00% | −213−86.2% | Reduced |
| IMG Wealth Management, Inc. | 34 | $8.38K | 0.01% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 34 | $8.38K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 34 | $8.38K | 0.00% | −8−19.0% | Reduced |
| Tripletail Wealth Management, LLC | 34 | $8.46K | 0.01% | +34 | New |
| Isthmus Partners, LLC | 35,453 | $8.74K | 0.00% | +857+2.5% | Added |
| Altshuler Shaham Ltd | 38 | $9.37K | 0.00% | −3−7.3% | Reduced |
| Kentucky Trust Co | 38 | $9.37K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 38 | $9.42K | 0.00% | +7+22.6% | Added |
| Stone House Investment Management, LLC | 39 | $9.62K | 0.00% | −13−25.0% | Reduced |
| Imprint Wealth LLC | 39 | $9.62K | 0.03% | +39 | New |
| Tidemark, LLC | 39 | $9.62K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 40 | $9.86K | 0.04% | −408−91.1% | Reduced |
| Horizon Financial Services, LLC | 40 | $9.86K | 0.00% | −2−4.8% | Reduced |
| Avion Wealth | 44 | $10.0K | 0.00% | −23−34.3% | Reduced |
| Guerra Advisors Inc | 42 | $10.4K | 0.00% | +42 | New |
| Cetera Trust Company, N.A | 44 | $10.8K | 0.01% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 44 | $10.9K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 45 | $11.1K | 0.00% | +45 | New |
| TruNorth Capital Management, LLC | 46 | $11.3K | 0.00% | +46 | New |
| CGC Financial Services, LLC | 47 | $11.6K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 48 | $11.7K | 0.00% | +9+23.1% | Added |
| Redmont Wealth Advisors LLC | 48 | $11.8K | 0.02% | −148−75.5% | Reduced |
| RMG Wealth Management LLC | 48 | $12.0K | 0.00% | −68−58.6% | Reduced |
| Centerpoint Advisors, LLC | 48 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 50 | $12.3K | 0.01% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 50 | $12.3K | 0.01% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 51 | $12.6K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 53 | $13.1K | 0.00% | +5+10.4% | Added |
| Private Wealth Management Group, LLC | 55 | $13.6K | 0.00% | −59−51.8% | Reduced |
| Valley National Advisers Inc | 59 | $14.0K | 0.00% | −12−16.9% | Reduced |
| WealthCollab, LLC | 58 | $14.3K | 0.01% | −19−24.7% | Reduced |
| Godsey & Gibb Associates | 60 | $14.8K | 0.00% | −22−26.8% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 61 | $15.0K | 0.00% | +56+1,120.0% | Added |
| Proathlete Wealth Management LLC | 62 | $15.3K | 0.00% | −4−6.1% | Reduced |
| Crews Bank & Trust | 62 | $15.3K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 65 | $16.0K | 0.01% | −6−8.5% | Reduced |
| Nexus Investment Management ULC | 65 | $16.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 68 | $16.8K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 69 | $17.0K | 0.00% | −1,036−93.8% | Reduced |
| Aspect Partners, LLC | 69 | $17.0K | 0.01% | +3+4.5% | Added |
| Bare Financial Services, Inc | 69 | $17.0K | 0.01% | +6+9.5% | Added |
