| Pacific Center for Financial Services | 0 | $7 | 0.00% | 0 | Unchanged |
| WestEnd Advisors, LLC | 4 | $651 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 4 | $651 | 0.00% | +4 | New |
| Lavaca Capital LLC | 4 | $651 | 0.00% | +4 | New |
| Iron Horse Wealth Management, LLC | 5 | $813 | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 5 | $813 | 0.00% | +5 | New |
| NBC Securities, Inc. | 5 | $832 | 0.08% | −3,704−99.9% | Reduced |
| Your Advocates Ltd., LLP | 6 | $981 | 0.00% | +1+20.0% | Added |
| New Wave Wealth Advisors LLC | 7 | $1.14K | 0.00% | −1,784−99.6% | Reduced |
| Riverview Trust Co | 9 | $1.46K | 0.00% | −3−25.0% | Reduced |
| DecisionPoint Financial, LLC | 9 | $1.46K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 9 | $1.46K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 9 | $1.46K | 0.00% | +9 | New |
| Berkshire Capital Holdings Inc | 10 | $1.63K | 0.00% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 10 | $1.63K | 0.00% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 10 | $1.63K | 0.00% | +10 | New |
| Aspect Partners, LLC | 11 | $1.79K | 0.00% | −1−8.3% | Reduced |
| Parkworth Wealth Management, Inc. | 11 | $1.79K | 0.00% | +11 | New |
| Principia Wealth Advisory, LLC | 11 | $1.79K | 0.00% | +11 | New |
| Morton Brown Family Wealth, LLC | 12 | $1.95K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 13 | $2.11K | 0.00% | +13 | New |
| Riggs Asset Managment Co. Inc. | 13 | $2.13K | 0.00% | −8−38.1% | Reduced |
| TD Capital Management LLC | 14 | $2.29K | 0.00% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 15 | $2.44K | 0.00% | −32−68.1% | Reduced |
| Legacy Bridge, LLC | 17 | $2.77K | 0.00% | −85−83.3% | Reduced |
| FLP Wealth Management, LLC | 17 | $2.84K | 0.01% | +17 | New |
| Winnow Wealth LLC | 18 | $2.92K | 0.00% | +18 | New |
| Runnymede Capital Advisors, Inc. | 18 | $2.93K | 0.00% | +18 | New |
| Legacy Investment Solutions, LLC | 18 | $3.24K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 18 | $3.24K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 20 | $3.25K | 0.00% | +20 | New |
| Kozak & Associates, Inc. | 20 | $3.40K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 22 | $3.58K | 0.00% | +22 | New |
| Winch Advisory Services, LLC | 23 | $3.67K | 0.00% | −21−47.7% | Reduced |
| Talon Private Wealth, LLC | 24 | $3.90K | 0.00% | +24 | New |
| Criterion Capital Advisors, LLC | 17 | $4.01K | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 25 | $4.07K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 25 | $4.07K | 0.18% | +5+25.0% | Added |
| Copeland Capital Management, LLC | 26 | $4.23K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 26 | $4.23K | 0.00% | −14−35.0% | Reduced |
| Fairman Group, LLC | 28 | $4.55K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 29 | $4.72K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 31 | $5.04K | 0.00% | −11−26.2% | Reduced |
| Ruedi Wealth Management, Inc. | 33 | $5.37K | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 33 | $5.37K | 0.00% | +33 | New |
| True Wealth Design, LLC | 34 | $5.58K | 0.00% | −17−33.3% | Reduced |
| Capital A Wealth Management, LLC | 35 | $5.69K | 0.01% | +35 | New |
| MPWM Advisory Solutions, LLC | 36 | $5.85K | 0.00% | +36 | New |
| NewSquare Capital LLC | 40 | $6.50K | 0.00% | −195−83.0% | Reduced |
| Cassady Schiller Wealth Management, LLC | 40 | $6.50K | 0.00% | +40 | New |
| Robinswood Financial LLC | 40 | $6.66K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 41 | $6.67K | 0.00% | −17−29.3% | Reduced |
| Clark Wealth Partners | 42 | $6.83K | 0.01% | +42 | New |
| Clal Insurance Enterprises Holdings Ltd | 40 | $7.00K | 0.00% | +40 | New |
| Roxbury Financial LLC | 41 | $7.16K | 0.01% | +41 | New |
| Family CFO Inc | 45 | $7.32K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 45 | $7.32K | 0.01% | +45 | New |
| Millstone Evans Group, LLC | 48 | $7.81K | 0.01% | +48 | New |
| Syntax Research, Inc. | 49 | $7.97K | 0.01% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 49 | $7.97K | 0.01% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 49 | $7.97K | 0.00% | +49 | New |
| Tompkins Financial Corp | 50 | $8.13K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 50 | $8.13K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 50 | $8.13K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 50 | $8.13K | 0.01% | +50 | New |
| Holos Integrated Wealth LLC | 50 | $8.13K | 0.01% | +50 | New |
| Midwest Capital Advisors, LLC | 51 | $8.29K | 0.01% | +51 | New |
| Piscataqua Savings Bank | 53 | $8.62K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 54 | $8.78K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 58 | $9.00K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 56 | $9.11K | 0.00% | 00.0% | Unchanged |
| Promus Capital, LLC | 56 | $9.11K | 0.01% | +56 | New |
| Hopwood Financial Services, Inc. | 56 | $9.11K | 0.01% | +56 | New |
| Capital & Planning, LLC | 59 | $9.60K | 0.01% | +59 | New |
| Y.D. More Investments Ltd | 60 | $9.76K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 60 | $9.77K | 0.00% | +11+22.4% | Added |
| Halbert Hargrove Global Advisors, LLC | 61 | $9.92K | 0.00% | +61 | New |
| Pineridge Advisors LLC | 62 | $10.1K | 0.00% | +62 | New |
| Core Alternative Capital | 63 | $10.2K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 64 | $10.4K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 65 | $10.6K | 0.00% | −25−27.8% | Reduced |
| Global Financial Private Client, LLC | 65 | $10.6K | 0.00% | +7+12.1% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 66 | $11.0K | 0.01% | +53+407.7% | Added |
| Chapman Financial Group, LLC | 70 | $11.4K | 0.01% | +70 | New |
| Pacific Capital Wealth Advisors, Inc | 71 | $11.5K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 72 | $11.7K | 0.00% | +72 | New |
| Atwood & Palmer Inc | 75 | $12.2K | 0.00% | −2−2.6% | Reduced |
| Fairfield Financial Advisors, LTD | 78 | $12.7K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 81 | $13.2K | 0.00% | −367−81.9% | Reduced |
| Pittenger & Anderson Inc | 82 | $13.3K | 0.00% | 00.0% | Unchanged |
| Aspetuck Financial Management LLC | 84 | $13.7K | 0.01% | +84 | New |
| VSM Wealth Advisory, LLC | 86 | $14.0K | 0.00% | +86 | New |
| Albion Financial Group | 87 | $14.1K | 0.00% | +56+180.6% | Added |
| GoalVest Advisory LLC | 89 | $14.5K | 0.00% | +14+18.7% | Added |
| Castleview Partners, LLC | 92 | $15.1K | 0.01% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 98 | $15.9K | 0.03% | +98 | New |
| CKW Financial Group | 100 | $16.0K | 0.00% | +100 | New |
| Wood Tarver Financial Group, LLC | 104 | $16.0K | 0.01% | +104 | New |
| Mascoma Wealth Management LLC | 99 | $16.1K | 0.00% | +69+230.0% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 102 | $16.5K | 0.01% | +102 | New |
