| Ankerstar Wealth, LLC | 1 | $155 | 0.00% | 00.0% | Unchanged |
| Abound Financial, LLC | 2 | $310 | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 2 | $311 | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 3 | $465 | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 4 | $620 | 0.00% | −5−55.6% | Reduced |
| Marshall Investment Management, LLC | 6 | $931 | 0.00% | +6 | New |
| Kings Path Partners LLC | 6 | $931 | 0.00% | +6 | New |
| DecisionPoint Financial, LLC | 7 | $1.08K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 7 | $1.09K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 7 | $1.09K | 0.00% | +3+75.0% | Added |
| Davis Capital Management | 8 | $1.24K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 9 | $1.40K | 0.00% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 10 | $1.46K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 10 | $1.55K | 0.00% | +10 | New |
| Noble Wealth Management PBC | 10 | $1.55K | 0.00% | +10 | New |
| Vision Financial Markets LLC | 11 | $1.70K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 11 | $1.71K | 0.00% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 11 | $1.71K | 0.00% | −30−73.2% | Reduced |
| Asset Dedication, LLC | 13 | $2.02K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 14 | $2.17K | 0.00% | +14 | New |
| Prestige Wealth Management Group LLC | 15 | $2.33K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 15 | $2.33K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 16 | $2.48K | 0.00% | −49−75.4% | Reduced |
| Private Wealth Asset Management, LLC | 16 | $2.48K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 16 | $2.48K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 16 | $2.48K | 0.00% | +16 | New |
| WealthCollab, LLC | 17 | $2.64K | 0.00% | −5−22.7% | Reduced |
| NBC Securities, Inc. | 18 | $2.79K | 0.00% | +15+500.0% | Added |
| RHL Group, LLC | 19 | $2.94K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 19 | $2.95K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 20 | $3.10K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 20 | $3.10K | 0.00% | +20 | New |
| HHM Wealth Advisors, LLC | 21 | $3.26K | 0.00% | +21 | New |
| Tradewinds Capital Management, LLC | 22 | $3.41K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 23 | $3.57K | 0.00% | +23 | New |
| Grove Bank & Trust | 25 | $3.88K | 0.00% | −75−75.0% | Reduced |
| North Star Investment Management Corp. | 25 | $3.88K | 0.00% | −7−21.9% | Reduced |
| Vermillion Wealth Management, Inc. | 25 | $3.88K | 0.00% | −7−21.9% | Reduced |
| Bank & Trust Co | 25 | $3.88K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 26 | $4.03K | 0.00% | −10−27.8% | Reduced |
| Crewe Advisors LLC | 29 | $4.50K | 0.00% | +8+38.1% | Added |
| Raffa Wealth Management, LLC | 30 | $4.65K | 0.00% | +7+30.4% | Added |
| Armstrong Advisory Group, Inc | 32 | $4.96K | 0.00% | −44−57.9% | Reduced |
| Hazlett, Burt & Watson, Inc. | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 34 | $5.27K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 35 | $5.43K | 0.00% | +14+66.7% | Added |
| IMG Wealth Management, Inc. | 36 | $5.58K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 36 | $5.58K | 0.00% | +4+12.5% | Added |
| Mark Sheptoff Financial Planning, LLC | 37 | $5.74K | 0.00% | 00.0% | Unchanged |
| Imprint Wealth LLC | 39 | $6.05K | 0.02% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 40 | $6.21K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 41 | $6.36K | 0.00% | −19−31.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 41 | $6.38K | 0.00% | −22−34.9% | Reduced |
| Glen Eagle Advisors, LLC | 42 | $6.52K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 44 | $6.83K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 44 | $6.83K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 44 | $6.83K | 0.00% | −55−55.6% | Reduced |
| BOK Financial Private Wealth, Inc. | 49 | $7.60K | 0.00% | +49 | New |
| High Point Wealth Management, LLC | 50 | $7.79K | 0.01% | 00.0% | Unchanged |
| Banque Transatlantique SA | 48 | $7.93K | 0.00% | −25−34.2% | Reduced |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 58 | $9.00K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 58 | $9.00K | 0.00% | +58 | New |
| Highland Investment Advisors LLC | 60 | $9.31K | 0.00% | +60 | New |
| TD Private Client Wealth LLC | 64 | $9.93K | 0.00% | +48+300.0% | Added |
| Osbon Capital Management LLC | 64 | $9.93K | 0.01% | +64 | New |
| Cornerstone Financial Management LLC | 65 | $10.1K | 0.01% | +43+195.5% | Added |
| Signature Equity Partners, LLC | 68 | $10.5K | 0.00% | −9−11.7% | Reduced |
| JPL Wealth Management, LLC | 72 | $11.2K | 0.00% | +59+453.8% | Added |
| SWAN Capital LLC | 77 | $11.9K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 84 | $12.4K | 0.00% | −4−4.5% | Reduced |
| Financial Life Planners | 80 | $12.4K | 0.01% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 83 | $12.9K | 0.01% | +83 | New |
| Strengthening Families & Communities, LLC | 84 | $13.0K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 85 | $13.2K | 0.00% | +37+77.1% | Added |
| Halbert Hargrove Global Advisors, LLC | 88 | $13.6K | 0.00% | +1+1.1% | Added |
| First Pacific Financial | 90 | $14.0K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 91 | $14.1K | 0.00% | +35+62.5% | Added |
| Zions Bancorporation, National Association | 96 | $14.9K | 0.00% | −4−4.0% | Reduced |
| Dogwood Wealth Management LLC | 100 | $15.5K | 0.01% | −4−3.8% | Reduced |
| Global Trust Asset Management, LLC | 100 | $15.5K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 100 | $15.5K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 101 | $15.7K | 0.00% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 104 | $16.1K | 0.00% | +49+89.1% | Added |
| Financial Gravity Companies, Inc. | 104 | $16.1K | 0.00% | +104 | New |
| Larson Financial Group LLC | 109 | $16.9K | 0.00% | −434−79.9% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 112 | $17.4K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 120 | $18.6K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 122 | $18.9K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 128 | $19.9K | 0.00% | 00.0% | Unchanged |
| TIAA Wealth Investment Management LLC | 131 | $20.2K | 0.00% | +98+297.0% | Added |
| Trust Co of Vermont | 133 | $20.6K | 0.00% | +133 | New |
| Continuum Advisory, LLC | 134 | $20.8K | 0.00% | +134 | New |
| CX Institutional | 138 | $21.0K | 0.00% | +129+1,433.3% | Added |
| Central Trust Co | 136 | $21.1K | 0.00% | 00.0% | Unchanged |
| PEAK6 LLC | 143 | $22.2K | 0.00% | −91,125−99.8% | Reduced |
| Costello Asset Management, INC | 150 | $23.3K | 0.01% | −200−57.1% | Reduced |
| Custom Index Systems, LLC | 151 | $23.4K | 0.01% | +151 | New |
| PlanVest Financial, Inc | 155 | $24.0K | 0.02% | +155 | New |