| Financial Life Planners | 0 | $24 | 0.00% | 0 | New |
| Nova Wealth Management, Inc. | 1 | $261 | 0.00% | +1 | New |
| Fairman Group, LLC | 2 | $521 | 0.00% | −2−50.0% | Reduced |
| Operose Advisors LLC | 3 | $782 | 0.00% | −98−97.0% | Reduced |
| Activest Wealth Management | 3 | $782 | 0.00% | +3 | New |
| Anfield Capital Management, LLC | 4 | $1.04K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 4 | $1.04K | 0.00% | +4 | New |
| NVWM, LLC | 5 | $1.30K | 0.00% | −7−58.3% | Reduced |
| NBC Securities, Inc. | 6 | $1.67K | 0.15% | −6,466−99.9% | Reduced |
| Caitlin John, LLC | 7 | $1.71K | 0.00% | +1+16.7% | Added |
| WestEnd Advisors, LLC | 7 | $1.82K | 0.00% | +1+16.7% | Added |
| CBIZ Investment Advisory Services, LLC | 7 | $1.82K | 0.00% | +7 | New |
| Global Wealth Strategies & Associates | 9 | $2.35K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 9 | $2.35K | 0.00% | +9 | New |
| Granite FO LLC | 10 | $2.61K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 10 | $2.61K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 11 | $2.81K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 13 | $3.39K | 0.15% | −1−7.1% | Reduced |
| Paladin Advisory Group, LLC | 13 | $3.39K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 13 | $3.39K | 0.00% | +13 | New |
| Bradley & Co. Private Wealth Management, LLC | 14 | $3.65K | 0.00% | +14 | New |
| Fiduciary Advisors, Inc. | 15 | $3.91K | 0.00% | +15 | New |
| Pineridge Advisors LLC | 15 | $3.96K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 16 | $4.17K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 17 | $4.43K | 0.00% | −89−84.0% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 17 | $4.43K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 18 | $4.69K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 19 | $4.95K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 19 | $5.00K | 0.00% | −1−5.0% | Reduced |
| Bear Mountain Capital, Inc. | 18 | $5.00K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 21 | $5.47K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 21 | $5.56K | 0.00% | +21 | New |
| First Pacific Financial | 22 | $5.74K | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 23 | $6.00K | 0.01% | +23 | New |
| HighMark Wealth Management LLC | 24 | $6.31K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 27 | $7.04K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 27 | $7.04K | 0.01% | +27 | New |
| Tower View Investment Management & Research LLC | 27 | $7.09K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 29 | $7.56K | 0.01% | +25+625.0% | Added |
| Chapman Financial Group, LLC | 33 | $8.60K | 0.01% | +33 | New |
| New Millennium Group LLC | 34 | $8.85K | 0.01% | +22+183.3% | Added |
| Tidemark, LLC | 34 | $8.86K | 0.00% | 00.0% | Unchanged |
| Fedenia Advisers LLC | 38 | $9.90K | 0.01% | +38 | New |
| SJS Investment Consulting Inc. | 38 | $9.95K | 0.00% | −6−13.6% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 43 | $11.0K | 0.01% | +34+377.8% | Added |
| Cedar Mountain Advisors, LLC | 44 | $11.5K | 0.00% | −8−15.4% | Reduced |
| DiNuzzo Private Wealth, Inc. | 44 | $11.5K | 0.00% | −22−33.3% | Reduced |
| Tacita Capital Inc | 45 | $11.7K | 0.01% | 00.0% | Unchanged |
| Hurley Capital, LLC | 45 | $12.7K | 0.01% | +45 | New |
| REAP Financial Group, LLC | 49 | $12.9K | 0.00% | +2+4.3% | Added |
| ZynergyRetirementPlanningLLC | 40 | $12.9K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 50 | $13.0K | 0.01% | 00.0% | Unchanged |
| R Squared Ltd | 50 | $13.0K | 0.01% | +50 | New |
| Valued Wealth Advisors LLC | 50 | $13.1K | 0.01% | −14−21.9% | Reduced |
| New Wave Wealth Advisors LLC | 52 | $13.6K | 0.01% | +52 | New |
| Richard W. Paul & Associates, LLC | 56 | $14.6K | 0.01% | +14+33.3% | Added |
| Broadwater Capital Management LLC | 58 | $15.1K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 60 | $15.6K | 0.01% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 60 | $15.6K | 0.00% | +60 | New |
| Capital A Wealth Management, LLC | 67 | $17.5K | 0.03% | +67 | New |
| Rakuten Securities, Inc. | 68 | $17.7K | 0.01% | −58−46.0% | Reduced |
| Old Second National Bank of Aurora | 69 | $18.0K | 0.00% | +32+86.5% | Added |
| Signature Resources Capital Management, LLC | 71 | $18.5K | 0.02% | 00.0% | Unchanged |
| WFA Asset Management Corp | 71 | $18.5K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 71 | $20.1K | 0.00% | +1+1.4% | Added |
| Sugar Maple Asset Management, LLC | 82 | $21.4K | 0.02% | +82 | New |
| WealthCollab, LLC | 83 | $21.6K | 0.01% | −49−37.1% | Reduced |
| Longview Financial Advisors LLC | 83 | $21.6K | 0.01% | +83 | New |
| Coston, McIsaac & Partners | 88 | $23.0K | 0.01% | +1+1.1% | Added |
| JCIC Asset Management Inc. | 90 | $23.5K | 0.01% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 97 | $25.3K | 0.02% | +97 | New |
| Private Wealth Management Group, LLC | 99 | $25.8K | 0.01% | +5+5.3% | Added |
| Briaud Financial Planning, Inc | 100 | $26.0K | 0.01% | 00.0% | Unchanged |
| Deane Retirement Strategies, Inc. | 100 | $26.1K | 0.01% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 100 | $26.1K | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 100 | $26.1K | 0.02% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 100 | $26.1K | 0.01% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 100 | $26.1K | 0.02% | +100 | New |
| Aspetuck Financial Management LLC | 106 | $27.6K | 0.02% | +106 | New |
| Evelyn Partners Investment Management LLP | 113 | $29.5K | 0.00% | +113 | New |
| Holos Integrated Wealth LLC | 113 | $29.5K | 0.02% | +113 | New |
| FSC Wealth Advisors, LLC | 115 | $29.9K | 0.02% | −3−2.5% | Reduced |
| UMA Financial Services, Inc. | 115 | $30.0K | 0.01% | +115 | New |
| Knights of Columbus Asset Advisors LLC | 120 | $31.3K | 0.00% | −1,182−90.8% | Reduced |
| Hartford Financial Management Inc. | 121 | $31.5K | 0.01% | −7−5.5% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 121 | $31.5K | 0.06% | +86+245.7% | Added |
| CKW Financial Group | 124 | $32.0K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 123 | $32.1K | 0.02% | 00.0% | Unchanged |
| Robinswood Financial LLC | 125 | $32.6K | 0.01% | 00.0% | Unchanged |
| Lavaca Capital LLC | 125 | $32.6K | 0.01% | +125 | New |
| Ritter Daniher Financial Advisory LLC | 128 | $33.3K | 0.01% | +51+66.2% | Added |
| Synergy Investment Management, LLC | 130 | $33.9K | 0.01% | +130 | New |
| Atticus Wealth Management, LLC | 130 | $33.9K | 0.01% | 00.0% | Unchanged |
| Kennebec Savings Bank | 126 | $34.0K | 0.03% | −52−29.2% | Reduced |
| Atala Financial Inc | 132 | $34.4K | 0.02% | +132 | New |
| True Wealth Design, LLC | 139 | $36.3K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 140 | $36.5K | 0.00% | −53,303−99.7% | Reduced |
| South Plains Financial, Inc. | 141 | $36.7K | 0.03% | +141 | New |
| FSA Wealth Management LLC | 143 | $37.2K | 0.02% | −148−50.9% | Reduced |
| Winnow Wealth LLC | 147 | $38.1K | 0.04% | +147 | New |
