| Retirement Wealth Solutions LLC | 0 | $24 | 0.00% | 0 | Unchanged |
| Redwood Park Advisors LLC | 1 | $218 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 2 | $435 | 0.00% | −816−99.8% | Reduced |
| Horizon Financial Services, LLC | 2 | $435 | 0.00% | +2 | New |
| MorganRosel Wealth Management, LLC | 2 | $435 | 0.00% | +2 | New |
| Breakwater Investment Management | 2 | $436 | 0.00% | 00.0% | Unchanged |
| Bridge Generations Wealth Management LLC | 2 | $436 | 0.00% | +2 | New |
| Stuart Chaussee & Associates, Inc. | 3 | $653 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 3 | $653 | 0.00% | +3 | New |
| JCIC Asset Management Inc. | 4 | $870 | 0.00% | +4 | New |
| Riggs Asset Managment Co. Inc. | 4 | $871 | 0.00% | −1−20.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 5 | $1.09K | 0.00% | +5 | New |
| MJT & Associates Financial Advisory Group, Inc. | 5 | $1.09K | 0.00% | +5 | New |
| Marshall & Sterling Wealth Advisors Inc. | 6 | $1.31K | 0.00% | +6 | New |
| Greenline Partners, LLC | 7 | $1.52K | 0.00% | +7 | New |
| Sofos Investments, Inc. | 7 | $1.52K | 0.00% | +7 | New |
| Glass Jacobson Investment Advisors llc | 9 | $1.65K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 8 | $1.74K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 8 | $1.75K | 0.00% | −11−57.9% | Reduced |
| Gould Capital, LLC | 9 | $1.96K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 9 | $1.96K | 0.00% | +9 | New |
| Hager Investment Management Services, LLC | 9 | $1.96K | 0.00% | +9 | New |
| Addison Advisors LLC | 9 | $1.96K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 12 | $2.61K | 0.00% | −80−87.0% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 13 | $2.81K | 0.00% | +13 | New |
| ROSS\JOHNSON & Associates LLC | 13 | $2.83K | 0.05% | +13 | New |
| Boyd Watterson Asset Management LLC | 13 | $2.83K | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 14 | $3.00K | 0.00% | +14 | New |
| Sierra Ocean, LLC | 14 | $3.06K | 0.00% | −5−26.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 15 | $3.26K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 15 | $3.26K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 16 | $3.48K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 16 | $3.48K | 0.00% | +16 | New |
| Transce3nd, LLC | 16 | $3.50K | 0.00% | −32−66.7% | Reduced |
| TD Capital Management LLC | 17 | $3.76K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 18 | $3.90K | 0.00% | +18 | New |
| BankPlus Trust Department | 18 | $3.92K | 0.00% | −10−35.7% | Reduced |
| Westside Investment Management, Inc. | 18 | $3.92K | 0.00% | −4−18.2% | Reduced |
| Nemes Rush Group LLC | 19 | $4.13K | 0.00% | −7−26.9% | Reduced |
| Principia Wealth Advisory, LLC | 20 | $4.15K | 0.00% | +7+53.8% | Added |
| Pacifica Partners Inc. | 19 | $4.34K | 0.00% | +12+171.4% | Added |
| JDM Financial Group LLC | 20 | $4.35K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 20 | $4.35K | 0.00% | +20 | New |
| Redmont Wealth Advisors LLC | 20 | $4.35K | 0.01% | +20 | New |
| PFG Private Wealth Management, LLC | 21 | $4.57K | 0.00% | +21 | New |
| NVWM, LLC | 22 | $4.74K | 0.00% | +7+46.7% | Added |
| True Wealth Design, LLC | 22 | $4.75K | 0.00% | +9+69.2% | Added |
| TFC Financial Management | 23 | $5.00K | 0.00% | −151−86.8% | Reduced |
| Signature Resources Capital Management, LLC | 23 | $5.00K | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 23 | $5.00K | 0.01% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 24 | $5.22K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 24 | $5.22K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 25 | $5.37K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 24 | $5.40K | 0.01% | −6−20.0% | Reduced |
| Copia Wealth Management | 25 | $5.44K | 0.01% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 27 | $5.88K | 0.00% | +27 | New |
| Keener Financial Planning LLC | 30 | $6.00K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 32 | $6.00K | 0.00% | +32 | New |
| Fortitude Family Office, LLC | 29 | $6.31K | 0.00% | −7−19.4% | Reduced |
| New England Capital Financial Advisors LLC | 31 | $6.68K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 32 | $6.96K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 35 | $7.62K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 36 | $7.83K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 36 | $7.83K | 0.01% | +26+260.0% | Added |
| Wealth Preservation Advisors, LLC | 36 | $7.83K | 0.01% | +36 | New |
| CGC Financial Services, LLC | 37 | $8.05K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 37 | $8.05K | 0.00% | +37 | New |
| Fourth Dimension Wealth, LLC | 37 | $8.09K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 39 | $8.49K | 0.00% | −3−7.1% | Reduced |
| Barrett & Company, Inc. | 39 | $8.49K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 40 | $8.70K | 0.00% | +40 | New |
| Red Tortoise LLC | 44 | $9.57K | 0.00% | +44 | New |
| Compass Financial Services Inc | 44 | $9.57K | 0.01% | +26+144.4% | Added |
| Dunhill Financial, LLC | 45 | $9.77K | 0.00% | −25−35.7% | Reduced |
| West Oak Capital, LLC | 45 | $9.80K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 55 | $10.0K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 47 | $10.0K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 46 | $10.0K | 0.01% | 00.0% | Unchanged |
| Longview Financial Advisors LLC | 47 | $10.2K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 48 | $10.4K | 0.00% | −2−4.0% | Reduced |
| Clark Wealth Partners | 48 | $10.5K | 0.01% | −3−5.9% | Reduced |
| Synergy Investment Management, LLC | 48 | $10.5K | 0.00% | −1−2.0% | Reduced |
| New Millennium Group LLC | 49 | $10.7K | 0.01% | +48+4,800.0% | Added |
| Financial Perspectives, Inc | 50 | $10.9K | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 52 | $11.3K | 0.01% | 00.0% | Unchanged |
| Insight Inv LLC | 11,356 | $11.4K | 0.01% | +11,356 | New |
| Tortoise Investment Management, LLC | 54 | $11.8K | 0.00% | −152−73.8% | Reduced |
| GHP Investment Advisors, Inc. | 55 | $12.0K | 0.00% | +51+1,275.0% | Added |
| Bellevue Asset Management, LLC | 55 | $12.0K | 0.01% | +1+1.9% | Added |
| Financial Avengers, Inc. | 59 | $12.8K | 0.01% | +1+1.7% | Added |
| Minot DeBlois Advisors LLC | 60 | $13.1K | 0.01% | −100−62.5% | Reduced |
| Whipplewood Advisors, LLC | 40 | $13.1K | 0.01% | −20−33.3% | Reduced |
| WFA Asset Management Corp | 66 | $13.1K | 0.01% | −2−2.9% | Reduced |
| Financial Freedom, LLC | 63 | $13.7K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 65 | $14.2K | 0.00% | −344−84.1% | Reduced |
| Hughes Financial Services, LLC | 65 | $14.3K | 0.00% | +65 | New |
| VSM Wealth Advisory, LLC | 66 | $14.4K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 66 | $14.4K | 0.00% | −21−24.1% | Reduced |
| Toth Financial Advisory Corp | 66 | $14.4K | 0.00% | 00.0% | Unchanged |