| Creekmur Asset Management LLC | 0 | $22 | 0.00% | 0 | Unchanged |
| First Personal Financial Services | 1 | $231 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 2 | $460 | 0.00% | −1−33.3% | Reduced |
| Kimelman & Baird, LLC | 2 | $461 | 0.00% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 3 | $685 | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 3 | $691 | 0.00% | +3 | New |
| ClariVest Asset Management LLC | 4 | $907 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 4 | $921 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 4 | $921 | 0.00% | +2+100.0% | Added |
| Ruedi Wealth Management, Inc. | 5 | $1.15K | 0.00% | −5−50.0% | Reduced |
| Financial Network Wealth Advisors LLC | 5 | $1.15K | 0.00% | −1−16.7% | Reduced |
| Longfellow Investment Management Co LLC | 5 | $1.15K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 6 | $1.38K | 0.00% | 00.0% | Unchanged |
| Studio Investment Management LLC | 7 | $1.61K | 0.00% | +7 | New |
| PSI Advisors, LLC | 8 | $1.84K | 0.00% | 00.0% | Unchanged |
| Talon Private Wealth, LLC | 8 | $1.84K | 0.00% | +8 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 9 | $2.07K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 9 | $2.07K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 9 | $2.07K | 0.00% | +9 | New |
| Delta Asset Management LLC | 10 | $2.30K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 10 | $2.30K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 10 | $2.30K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 12 | $2.76K | 0.25% | −4−25.0% | Reduced |
| Iron Horse Wealth Management, LLC | 12 | $2.76K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 12 | $2.76K | 0.00% | −1−7.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 13 | $2.99K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 13 | $2.99K | 0.00% | 00.0% | Unchanged |
| FPC Investment Advisory, Inc. | 14 | $3.17K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 14 | $3.22K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 14 | $3.32K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 16 | $3.68K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 17 | $3.91K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 17 | $3.91K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 17 | $3.91K | 0.00% | +4+30.8% | Added |
| Wolff Wiese Magana LLC | 17 | $3.91K | 0.00% | +7+70.0% | Added |
| Tompkins Financial Corp | 18 | $4.14K | 0.00% | −81−81.8% | Reduced |
| Abich Financial Wealth Management LLC | 18 | $4.14K | 0.01% | +13+260.0% | Added |
| Burkett Financial Services, LLC | 19 | $4.37K | 0.00% | +19 | New |
| C M Bidwell & Associates Ltd | 20 | $4.60K | 0.00% | +20 | New |
| JNBA Financial Advisors | 20 | $4.60K | 0.00% | −43−68.3% | Reduced |
| Hartford Financial Management Inc. | 20 | $4.60K | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 21 | $4.83K | 0.00% | +21 | New |
| WR Wealth Planners, LLC | 22 | $5.06K | 0.00% | −56−71.8% | Reduced |
| Core Alternative Capital | 22 | $5.06K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 22 | $5.06K | 0.00% | +22 | New |
| ORG Partners LLC | 23 | $5.29K | 0.00% | −132−85.2% | Reduced |
| Delos Wealth Advisors, LLC | 23 | $5.29K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 23 | $5.29K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 24 | $5.48K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 24 | $5.52K | 0.00% | +24 | New |
| Vermillion & White Wealth Management Group, LLC | 25 | $5.75K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 27 | $6.21K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 27 | $6.21K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 31 | $7.13K | 0.00% | +31 | New |
| IAG Wealth Partners, LLC | 32 | $7.37K | 0.00% | 00.0% | Unchanged |
| Copley Financial Group, Inc. | 32 | $7.37K | 0.01% | +32 | New |
| Godsey & Gibb Associates | 32 | $7.37K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 32 | $7.37K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 33 | $7.60K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 35 | $8.06K | 0.01% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 36 | $8.32K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 39 | $8.98K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 40 | $9.21K | 0.00% | +28+233.3% | Added |
| WealthCollab, LLC | 41 | $9.44K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 41 | $9.45K | 0.00% | −31−43.1% | Reduced |
| Providence Capital Advisors, LLC | 42 | $9.67K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 50 | $10.6K | 0.01% | +50 | New |
| Legacy Wealth Managment, LLC | 50 | $10.6K | 0.01% | +50 | New |
| Bay Harbor Wealth Management, LLC | 47 | $10.8K | 0.00% | +47 | New |
| Country Trust Bank | 48 | $11.0K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 49 | $11.3K | 0.01% | +14+40.0% | Added |
| CoreFirst Bank & Trust | 50 | $11.5K | 0.01% | +50 | New |
| Raffa Wealth Management, LLC | 51 | $11.7K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 52 | $12.0K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 54 | $12.4K | 0.01% | −3−5.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 56 | $12.9K | 0.00% | −1−1.8% | Reduced |
| Keener Financial Planning LLC | 57 | $13.0K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 58 | $13.3K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 58 | $13.3K | 0.01% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 61 | $14.0K | 0.01% | −100−62.1% | Reduced |
| Atwood & Palmer Inc | 61 | $14.0K | 0.00% | +61 | New |
| Mascoma Wealth Management LLC | 62 | $14.3K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 70 | $16.1K | 0.00% | −40−36.4% | Reduced |
| Provenance Wealth Advisors, LLC | 70 | $16.1K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 72 | $16.6K | 0.01% | −7−8.9% | Reduced |
| Annapolis Financial Services, LLC | 72 | $16.6K | 0.00% | 00.0% | Unchanged |
| One River Asset Management, LLC | 76 | $17.6K | 0.02% | −22−22.4% | Reduced |
| Red Tortoise LLC | 79 | $18.2K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 80 | $18.5K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 83 | $19.1K | 0.00% | +83 | New |
| Capstone Investment Advisors, LLC | 84 | $19.3K | 0.00% | +84 | New |
| Acadian Asset Management LLC | 91 | $20.0K | 0.00% | −12,825−99.3% | Reduced |
| Cassady Schiller Wealth Management, LLC | 87 | $20.0K | 0.01% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 89 | $20.4K | 0.00% | +89 | New |
| Westside Investment Management, Inc. | 92 | $20.9K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 91 | $20.9K | 0.00% | 00.0% | Unchanged |
| Trust Co | 92 | $21.2K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 92 | $21.2K | 0.01% | 00.0% | Unchanged |
| Wintrust Investments LLC | 96 | $22.0K | 0.02% | +96 | New |