| ZRC Wealth Management, LLC | 0 | $14 | 0.00% | 0 | Unchanged |
| ROSS\JOHNSON & Associates LLC | 1 | $261 | 0.00% | +1 | New |
| Halbert Hargrove Global Advisors, LLC | 1 | $262 | 0.00% | +1 | New |
| GoalVest Advisory LLC | 1 | $262 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $296 | 0.00% | +1 | New |
| Quest 10 Wealth Builders, Inc. | 1 | $312 | 0.00% | +1 | New |
| Breakwater Investment Management | 2 | $524 | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 2 | $524 | 0.00% | +2 | New |
| Greenline Partners, LLC | 2 | $524 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 2 | $524 | 0.00% | +2 | New |
| Bear Mountain Capital, Inc. | 2 | $546 | 0.00% | +2 | New |
| Horizon Financial Services, LLC | 3 | $785 | 0.00% | −2−40.0% | Reduced |
| New Millennium Group LLC | 3 | $785 | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 3 | $785 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 3 | $785 | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 3 | $785 | 0.00% | +1+50.0% | Added |
| Bay Harbor Wealth Management, LLC | 3 | $785 | 0.00% | +3 | New |
| ORG Wealth Partners, LLC | 3 | $793 | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 3 | $826 | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 5 | $1.00K | 0.00% | +5 | New |
| Sittner & Nelson, LLC | 4 | $1.05K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 4 | $1.05K | 0.00% | +2+100.0% | Added |
| Riggs Asset Managment Co. Inc. | 5 | $1.31K | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 5 | $1.31K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 5 | $1.31K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 5 | $1.38K | 0.08% | −4−44.4% | Reduced |
| BOK Financial Private Wealth, Inc. | 6 | $1.57K | 0.00% | −4−40.0% | Reduced |
| Rialto Wealth Management, LLC | 6 | $1.57K | 0.00% | +6 | New |
| Winnow Wealth LLC | 7 | $1.71K | 0.00% | +2+40.0% | Added |
| Raleigh Capital Management Inc. | 7 | $1.83K | 0.00% | −103−93.6% | Reduced |
| North Star Investment Management Corp. | 7 | $1.83K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 7 | $1.83K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 7 | $1.83K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 7 | $1.83K | 0.00% | +6+600.0% | Added |
| Salomon & Ludwin, LLC | 8 | $1.96K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 8 | $2.09K | 0.00% | −30−78.9% | Reduced |
| FSA Wealth Management LLC | 9 | $2.36K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 9 | $2.36K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 9 | $2.36K | 0.00% | +3+50.0% | Added |
| Activest Wealth Management | 9 | $2.36K | 0.00% | +8+800.0% | Added |
| Bare Financial Services, Inc | 9 | $2.36K | 0.00% | +9 | New |
| Frazier Financial Advisors, LLC | 9 | $2.36K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 9 | $2.36K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 9 | $2.36K | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 10 | $2.62K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 10 | $2.62K | 0.00% | +10 | New |
| Clark Wealth Partners | 11 | $2.88K | 0.00% | −11−50.0% | Reduced |
| Ridgewood Investments LLC | 11 | $2.88K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 11 | $2.88K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 11 | $2.88K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 11 | $2.88K | 0.00% | +2+22.2% | Added |
| Principia Wealth Advisory, LLC | 11 | $2.90K | 0.00% | +5+83.3% | Added |
| Hazlett, Burt & Watson, Inc. | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 12 | $3.14K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 12 | $3.14K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 14 | $3.67K | 0.00% | +14 | New |
| Hollencrest Capital Management | 15 | $3.93K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 15 | $3.93K | 0.00% | +15 | New |
| Raffa Wealth Management, LLC | 16 | $4.19K | 0.00% | −6−27.3% | Reduced |
| Compass Planning Associates Inc | 16 | $4.19K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 16 | $4.19K | 0.00% | +2+14.3% | Added |
| Binnacle Investments Inc | 17 | $4.45K | 0.00% | +17 | New |
| Colonial Trust Co | 17 | $4.45K | 0.00% | −58−77.3% | Reduced |
| Mascoma Wealth Management LLC | 17 | $4.45K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 17 | $4.45K | 0.00% | +17 | New |
| Rossby Financial, LCC | 17 | $4.59K | 0.00% | +17 | New |
| DiNuzzo Private Wealth, Inc. | 18 | $4.71K | 0.00% | +1+5.9% | Added |
| Valley National Advisers Inc | 20 | $5.00K | 0.00% | +4+25.0% | Added |
| First United Bank Trust | 20 | $5.24K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 20 | $5.24K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 20 | $5.24K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 20 | $5.24K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 20 | $5.24K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 20 | $5.24K | 0.00% | +10+100.0% | Added |
| LGT Financial Advisors LLC | 21 | $5.50K | 0.02% | −130−86.1% | Reduced |
| Deseret Mutual Benefit Administrators | 21 | $5.50K | 0.00% | +21 | New |
| Hughes Financial Services, LLC | 21 | $5.56K | 0.00% | +21 | New |
| Highline Wealth Partners LLC | 22 | $5.76K | 0.00% | +1+4.8% | Added |
| Evelyn Partners Investment Management (Europe) Ltd | 20 | $5.91K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 23 | $6.02K | 0.00% | 00.0% | Unchanged |
| Nova Wealth Management, Inc. | 23 | $6.02K | 0.01% | +23 | New |
| ORG Partners LLC | 23 | $6.08K | 0.00% | −78−77.2% | Reduced |
| North Capital, Inc. | 24 | $6.28K | 0.01% | +24 | New |
| Lavaca Capital LLC | 25 | $6.54K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 25 | $6.54K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 25 | $6.54K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 27 | $7.00K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 27 | $7.07K | 0.00% | −10−27.0% | Reduced |
| Atala Financial Inc | 27 | $7.07K | 0.01% | 00.0% | Unchanged |
| First Pacific Financial | 28 | $7.33K | 0.00% | +3+12.0% | Added |
| Armstrong Advisory Group, Inc | 25 | $7.39K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 29 | $7.59K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 30 | $7.85K | 0.00% | +2+7.1% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 31 | $8.12K | 0.02% | −4−11.4% | Reduced |
| Hurley Capital, LLC | 32 | $8.38K | 0.01% | −115−78.2% | Reduced |
| Clean Yield Group | 32 | $8.38K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 32 | $8.38K | 0.00% | +32 | New |
| Key Financial Inc | 33 | $8.64K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 33 | $8.64K | 0.00% | +33 | New |
| Avion Wealth | 31 | $9.00K | 0.00% | 00.0% | Unchanged |