| ZRC Wealth Management, LLC | 0 | $16 | 0.00% | 0 | Unchanged |
| Curio Wealth, LLC | 1 | $310 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 1 | $310 | 0.01% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 1 | $312 | 0.00% | +1 | New |
| Quest 10 Wealth Builders, Inc. | 1 | $368 | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 2 | $619 | 0.00% | −1−33.3% | Reduced |
| IMA Wealth, Inc. | 2 | $619 | 0.00% | +2 | New |
| Garde Capital, Inc. | 2 | $620 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 2 | $620 | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 3 | $929 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 3 | $929 | 0.00% | +3 | New |
| ORG Wealth Partners, LLC | 3 | $935 | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 4 | $1.24K | 0.00% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 5 | $1.55K | 0.00% | +5 | New |
| Minot DeBlois Advisors LLC | 5 | $1.55K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 5 | $1.55K | 0.00% | +5 | New |
| Quaker Wealth Management, LLC | 5 | $1.55K | 0.00% | +5 | New |
| Stephens Consulting, LLC | 5 | $1.55K | 0.00% | +5 | New |
| American Capital Advisory, LLC | 5 | $1.55K | 0.00% | +5 | New |
| WestEnd Advisors, LLC | 6 | $1.86K | 0.00% | −1−14.3% | Reduced |
| PayPay Securities Corp | 6 | $1.86K | 0.09% | +1+20.0% | Added |
| BOK Financial Private Wealth, Inc. | 6 | $1.86K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 7 | $2.17K | 0.00% | −97−93.3% | Reduced |
| JNBA Financial Advisors | 7 | $2.17K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 7 | $2.17K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 7 | $2.17K | 0.00% | +2+40.0% | Added |
| Parkworth Wealth Management, Inc. | 7 | $2.17K | 0.00% | +4+133.3% | Added |
| HFM Investment Advisors, LLC | 7 | $2.17K | 0.00% | +5+250.0% | Added |
| Tidemark, LLC | 7 | $2.17K | 0.00% | +7 | New |
| Salomon & Ludwin, LLC | 8 | $2.33K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 8 | $2.48K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 9 | $2.79K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 9 | $2.79K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 9 | $2.79K | 0.00% | +9 | New |
| Tortoise Investment Management, LLC | 9 | $2.79K | 0.00% | +9 | New |
| Frazier Financial Advisors, LLC | 9 | $2.79K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 10 | $3.10K | 0.00% | +7+233.3% | Added |
| Kessler Investment Group, LLC | 10 | $3.10K | 0.00% | −30−75.0% | Reduced |
| Bernard Wealth Management Corp. | 10 | $3.10K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 11 | $3.40K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 11 | $3.40K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 11 | $3.40K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 11 | $3.40K | 0.00% | +2+22.2% | Added |
| Caldwell Sutter Capital, Inc. | 12 | $3.71K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 12 | $3.71K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 12 | $3.71K | 0.00% | +6+100.0% | Added |
| Principia Wealth Advisory, LLC | 13 | $4.02K | 0.00% | +2+18.2% | Added |
| IMG Wealth Management, Inc. | 13 | $4.02K | 0.00% | +13 | New |
| Altshuler Shaham Ltd | 14 | $4.33K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 15 | $4.64K | 0.00% | −12−44.4% | Reduced |
| Hollencrest Capital Management | 15 | $4.64K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 15 | $4.64K | 0.00% | +15 | New |
| Raffa Wealth Management, LLC | 16 | $4.95K | 0.00% | 00.0% | Unchanged |
| Compass Planning Associates Inc | 16 | $4.95K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 18 | $5.00K | 0.00% | −2−10.0% | Reduced |
| Mascoma Wealth Management LLC | 17 | $5.26K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 19 | $5.88K | 0.00% | +1+5.6% | Added |
| Total Investment Management Inc | 19 | $5.88K | 0.00% | +19 | New |
| Harbor Investment Advisory, LLC | 20 | $6.19K | 0.00% | −37−64.9% | Reduced |
| First United Bank Trust | 20 | $6.19K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 20 | $6.19K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 20 | $6.19K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 20 | $6.19K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 20 | $6.19K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 20 | $6.19K | 0.01% | +20 | New |
| Deseret Mutual Benefit Administrators | 21 | $6.50K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 22 | $6.81K | 0.00% | +5+29.4% | Added |
| Beaird Harris Wealth Management, LLC | 22 | $6.81K | 0.00% | +13+144.4% | Added |
| Trifecta Capital Advisors, LLC | 22 | $6.81K | 0.00% | +22 | New |
| Pandora Wealth, Inc. | 22 | $6.81K | 0.00% | +22 | New |
| Bare Financial Services, Inc | 23 | $7.12K | 0.00% | +14+155.6% | Added |
| North Capital, Inc. | 24 | $7.43K | 0.01% | 00.0% | Unchanged |
| Lavaca Capital LLC | 25 | $7.74K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 25 | $7.74K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 25 | $7.74K | 0.01% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 25 | $7.74K | 0.00% | +25 | New |
| Armstrong Advisory Group, Inc | 25 | $7.74K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 27 | $8.00K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 26 | $8.05K | 0.00% | −2−7.1% | Reduced |
| LGT Financial Advisors LLC | 26 | $8.05K | 0.02% | +5+23.8% | Added |
| Westside Investment Management, Inc. | 27 | $8.41K | 0.00% | +27 | New |
| Clark Wealth Partners | 28 | $8.67K | 0.01% | +17+154.5% | Added |
| Plante Moran Financial Advisors, LLC | 29 | $8.98K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 29 | $8.98K | 0.01% | +9+45.0% | Added |
| Briaud Financial Planning, Inc | 30 | $9.00K | 0.00% | +30 | New |
| Hughes Financial Services, LLC | 31 | $9.46K | 0.00% | +10+47.6% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 31 | $9.60K | 0.02% | 00.0% | Unchanged |
| Mid-American Wealth Advisory Group, Inc. | 31 | $9.60K | 0.00% | +31 | New |
| WealthCollab, LLC | 31 | $9.60K | 0.01% | +31 | New |
| SJS Investment Consulting Inc. | 31 | $9.60K | 0.00% | −22−41.5% | Reduced |
| Clean Yield Group | 32 | $9.91K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 32 | $9.91K | 0.01% | 00.0% | Unchanged |
| DAGCO, Inc. | 33 | $10.2K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 33 | $10.2K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 35 | $10.8K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 35 | $10.9K | 0.00% | −11−23.9% | Reduced |
| Fortitude Family Office, LLC | 36 | $11.1K | 0.00% | +13+56.5% | Added |
| Orion Capital Management LLC | 37 | $11.5K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 37 | $11.5K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 38 | $11.8K | 0.01% | +38 | New |