| Y.D. More Investments Ltd | 340 | $118 | 0.00% | −50−12.8% | Reduced |
| Retirement Wealth Solutions LLC | 2 | $221 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 4 | $441 | 0.00% | +2+100.0% | Added |
| Luken Investment Analytics, LLC | 5 | $551 | 0.00% | +5 | New |
| Signature Resources Capital Management, LLC | 5 | $551 | 0.00% | +5 | New |
| Breakwater Investment Management | 5 | $552 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 5 | $552 | 0.00% | 00.0% | Unchanged |
| NorthAvenue LLC | 5 | $552 | 0.00% | +5 | New |
| Atlantic Private Wealth, LLC | 5 | $554 | 0.00% | +5 | New |
| McGuire Capital Advisors Inc | 5 | $568 | 0.00% | +5 | New |
| Brown, Lisle/Cummings, Inc. | 8 | $882 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 8 | $882 | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 9 | $992 | 0.00% | +9 | New |
| Hazlett, Burt & Watson, Inc. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 10 | $1.09K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 10 | $1.10K | 0.00% | +10 | New |
| Three Bearings Fiduciary Advisors, Inc. | 10 | $1.11K | 0.00% | +10 | New |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 11 | $1.21K | 0.00% | +11 | New |
| Wealth Watch Advisors, INC | 12 | $1.32K | 0.00% | −11−47.8% | Reduced |
| Quaker Wealth Management, LLC | 12 | $1.32K | 0.00% | +5+71.4% | Added |
| TD Capital Management LLC | 12 | $1.33K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 13 | $1.43K | 0.00% | 00.0% | Unchanged |
| Networth Advisors, LLC | 13 | $1.43K | 0.00% | +13 | New |
| Seneschal Advisors, LLC | 14 | $1.54K | 0.00% | +3+27.3% | Added |
| Winnow Wealth LLC | 14 | $1.55K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 15 | $1.65K | 0.00% | +4+36.4% | Added |
| Ares Financial Consulting, LLC | 15 | $1.65K | 0.00% | +15 | New |
| Wolff Wiese Magana LLC | 15 | $1.66K | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 16 | $1.76K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 16 | $1.76K | 0.00% | +16 | New |
| Reyes Financial Architecture, Inc. | 16 | $1.76K | 0.00% | +16 | New |
| HFM Investment Advisors, LLC | 16 | $1.76K | 0.00% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 17 | $1.88K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 24 | $2.65K | 0.00% | −144−85.7% | Reduced |
| Boyd Watterson Asset Management LLC | 27 | $2.98K | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 27 | $2.98K | 0.00% | +27 | New |
| LSV Asset Management | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Raelipskie Partnership | 30 | $3.31K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 30 | $3.31K | 0.00% | +30 | New |
| Bullseye Investment Management, LLC | 30 | $3.31K | 0.00% | +30 | New |
| NVWM, LLC | 32 | $3.53K | 0.00% | +5+18.5% | Added |
| Longfellow Investment Management Co LLC | 33 | $3.64K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 36 | $3.97K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 36 | $3.97K | 0.00% | +4+12.5% | Added |
| Optima Capital LLC | 36 | $3.97K | 0.00% | +36 | New |
| United Financial Planning Group LLC | 38 | $4.19K | 0.00% | +38 | New |
| WPG Advisers, LLC | 39 | $4.30K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 39 | $4.30K | 0.00% | +4+11.4% | Added |
| Horizon Financial Services, LLC | 40 | $4.41K | 0.00% | +40 | New |
| Burkett Financial Services, LLC | 40 | $4.51K | 0.00% | −1−2.4% | Reduced |
| Roble, Belko & Company, Inc | 45 | $5.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 46 | $5.00K | 0.00% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 48 | $5.29K | 0.01% | +48 | New |
| Greenline Wealth Management LLC | 49 | $5.36K | 0.01% | +49 | New |
| Clark Wealth Partners | 49 | $5.40K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 50 | $5.51K | 0.00% | +17+51.5% | Added |
| Frazier Financial Advisors, LLC | 51 | $5.59K | 0.00% | +41+410.0% | Added |
| Dunhill Financial, LLC | 51 | $5.60K | 0.00% | +6+13.3% | Added |
| Aspect Partners, LLC | 51 | $5.62K | 0.00% | +8+18.6% | Added |
| Atlantic Trust, LLC | 51 | $5.62K | 0.00% | −21−29.2% | Reduced |
| WealthCollab, LLC | 51 | $5.62K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 51 | $5.62K | 0.00% | +17+50.0% | Added |
| Bare Financial Services, Inc | 55 | $6.07K | 0.00% | −5−8.3% | Reduced |
| JDM Financial Group LLC | 56 | $6.17K | 0.00% | 00.0% | Unchanged |
| Friedenthal Financial | 57 | $6.29K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 57 | $6.29K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 57 | $6.29K | 0.00% | +57 | New |
| Global Trust Asset Management, LLC | 58 | $6.40K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 58 | $6.40K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 60 | $6.62K | 0.01% | +52+650.0% | Added |
| Atlas Capital Advisors LLC | 60 | $6.62K | 0.00% | +60 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 61 | $6.73K | 0.01% | +61 | New |
| Stephens Consulting, LLC | 63 | $6.95K | 0.00% | −13−17.1% | Reduced |
| United Community Bank | 64 | $7.06K | 0.00% | −11−14.7% | Reduced |
| Proffitt & Goodson Inc | 64 | $7.06K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 64 | $7.09K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 64 | $7.17K | 0.00% | +61+2,033.3% | Added |
| Operose Advisors LLC | 65 | $7.17K | 0.00% | −10−13.3% | Reduced |
| Hollencrest Capital Management | 65 | $7.17K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 67 | $7.39K | 0.00% | +42+168.0% | Added |
| Financial Management Professionals, Inc. | 68 | $7.50K | 0.00% | −2−2.9% | Reduced |
| DiNuzzo Private Wealth, Inc. | 68 | $7.50K | 0.00% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 70 | $7.72K | 0.00% | +70 | New |
| Align Financial, LLC | 8,270 | $8.27K | 0.00% | +8,270 | New |
| Cherry Tree Wealth Management, LLC | 76 | $8.38K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 79 | $8.71K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 79 | $8.71K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 79 | $8.71K | 0.01% | +79 | New |
| Miller Capital Partners, Inc. | 79 | $8.71K | 0.00% | +79 | New |
| J.Safra Asset Management Corp | 80 | $8.82K | 0.00% | +80 | New |
| Winch Advisory Services, LLC | 82 | $9.00K | 0.00% | +1+1.2% | Added |
| Financial Freedom, LLC | 84 | $9.21K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 99 | $10.0K | 0.00% | +6+6.5% | Added |
| Swiss Re Ltd | 92 | $10.1K | 0.00% | +92 | New |
| Raffa Wealth Management, LLC | 93 | $10.3K | 0.00% | −47−33.6% | Reduced |
| Prestige Wealth Management Group LLC | 93 | $10.3K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 95 | $10.6K | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 98 | $10.9K | 0.01% | +98 | New |
| Chung Wu Investment Group, LLC | 100 | $11.0K | 0.01% | −70−41.2% | Reduced |
| Marquette Asset Management, LLC | 100 | $11.0K | 0.00% | −56−35.9% | Reduced |