| Imprint Wealth LLC | 2 | $291 | 0.00% | +2 | New |
| Inlight Wealth Management, LLC | 4 | $583 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 4 | $583 | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 4 | $583 | 0.00% | +4 | New |
| Anfield Capital Management, LLC | 4 | $583 | 0.00% | +4 | New |
| First Pacific Financial | 4 | $583 | 0.00% | +4 | New |
| Breakwater Investment Management | 4 | $583 | 0.00% | +4 | New |
| North Star Investment Management Corp. | 5 | $729 | 0.00% | +5 | New |
| HFM Investment Advisors, LLC | 6 | $874 | 0.00% | +1+20.0% | Added |
| Caldwell Sutter Capital, Inc. | 8 | $1.17K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 8 | $1.17K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 9 | $1.31K | 0.00% | +9 | New |
| Berkshire Capital Holdings Inc | 10 | $1.46K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 10 | $1.46K | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 10 | $1.46K | 0.00% | +10 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 11 | $1.60K | 0.00% | +11 | New |
| WealthCollab, LLC | 11 | $1.60K | 0.00% | +11 | New |
| DecisionPoint Financial, LLC | 11 | $1.64K | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 12 | $1.75K | 0.00% | +12 | New |
| Roble, Belko & Company, Inc | 17 | $2.00K | 0.00% | +5+41.7% | Added |
| Security National Bank | 15 | $2.19K | 0.00% | +15 | New |
| Duncker Streett & Co Inc | 16 | $2.33K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 16 | $2.33K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 16 | $2.33K | 0.00% | +16 | New |
| 1620 Investment Advisors, Inc. | 17 | $2.42K | 0.00% | +1+6.3% | Added |
| Abich Financial Wealth Management LLC | 17 | $2.48K | 0.00% | +17 | New |
| Horrell Capital Management, Inc. | 18 | $2.62K | 0.00% | −24−57.1% | Reduced |
| Westfuller Advisors, LLC | 19 | $2.74K | 0.00% | +19 | New |
| WestEnd Advisors, LLC | 19 | $2.77K | 0.00% | +4+26.7% | Added |
| SWAN Capital LLC | 19 | $2.77K | 0.00% | +9+90.0% | Added |
| Vermillion Wealth Management, Inc. | 19 | $2.77K | 0.00% | +19 | New |
| PayPay Securities Corp | 20 | $2.87K | 0.10% | −1−4.8% | Reduced |
| Wealth Preservation Advisors, LLC | 20 | $2.91K | 0.00% | 00.0% | Unchanged |
| Pandora Wealth, Inc. | 20 | $2.91K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 23 | $3.16K | 0.00% | +4+21.1% | Added |
| Rialto Wealth Management, LLC | 22 | $3.21K | 0.00% | +2+10.0% | Added |
| Plante Moran Financial Advisors, LLC | 23 | $3.32K | 0.00% | +13+130.0% | Added |
| Arlington Trust Co LLC | 24 | $3.50K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 24 | $3.50K | 0.00% | +5+26.3% | Added |
| Manning & Napier Advisors LLC | 24 | $3.50K | 0.00% | +24 | New |
| Evolution Wealth Management Inc. | 25 | $3.64K | 0.00% | −75−75.0% | Reduced |
| Pineridge Advisors LLC | 25 | $3.64K | 0.00% | −34−57.6% | Reduced |
| Your Advocates Ltd., LLP | 25 | $3.64K | 0.00% | −15−37.5% | Reduced |
| American Capital Advisory, LLC | 26 | $3.79K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 30 | $4.37K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 31 | $4.52K | 0.00% | +31 | New |
| Turning Point Benefit Group, Inc. | 32 | $4.78K | 0.00% | +32 | New |
| Bay Harbor Wealth Management, LLC | 37 | $5.39K | 0.00% | +8+27.6% | Added |
| ZRC Wealth Management, LLC | 37 | $5.39K | 0.00% | +37 | New |
| Fairscale Capital, LLC | 39 | $5.68K | 0.00% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 40 | $5.83K | 0.00% | +40 | New |
| Horizon Financial Services, LLC | 41 | $5.97K | 0.00% | +41 | New |
| Coston, McIsaac & Partners | 42 | $6.00K | 0.00% | −54−56.3% | Reduced |
| Valley National Advisers Inc | 44 | $6.00K | 0.00% | +7+18.9% | Added |
| DAGCO, Inc. | 42 | $6.12K | 0.00% | 00.0% | Unchanged |
| Motco | 45 | $6.56K | 0.00% | +45 | New |
| Clark Wealth Partners | 51 | $6.68K | 0.00% | +51 | New |
| Mascoma Wealth Management LLC | 48 | $6.99K | 0.00% | +48 | New |
| Cherry Tree Wealth Management, LLC | 48 | $7.00K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 48 | $7.05K | 0.00% | +21+77.8% | Added |
| Principia Wealth Advisory, LLC | 49 | $7.14K | 0.01% | −49−50.0% | Reduced |
| Quest 10 Wealth Builders, Inc. | 50 | $7.22K | 0.01% | −55−52.4% | Reduced |
| Global Wealth Strategies & Associates | 52 | $7.58K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 53 | $7.72K | 0.00% | +19+55.9% | Added |
| Grey Fox Wealth Advisors, LLC | 53 | $7.72K | 0.00% | +53 | New |
| Winnow Wealth LLC | 55 | $8.03K | 0.01% | +55 | New |
| Tortoise Investment Management, LLC | 56 | $8.16K | 0.00% | +11+24.4% | Added |
| Morton Brown Family Wealth, LLC | 60 | $8.74K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 62 | $9.03K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 62 | $9.03K | 0.00% | +3+5.1% | Added |
| Concord Wealth Partners | 64 | $9.32K | 0.00% | +37+137.0% | Added |
| S&T Bank | 66 | $9.62K | 0.00% | +41+164.0% | Added |
| Cape Investment Advisory, Inc. | 68 | $9.91K | 0.01% | −46−40.4% | Reduced |
| Aviso Financial Inc. | 68 | $9.91K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 70 | $10.2K | 0.01% | −50−41.7% | Reduced |
| Valued Wealth Advisors LLC | 72 | $10.5K | 0.00% | +2+2.9% | Added |
| GoalVest Advisory LLC | 73 | $10.6K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 73 | $10.6K | 0.01% | +21+40.4% | Added |
| DiNuzzo Private Wealth, Inc. | 80 | $10.9K | 0.00% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 80 | $11.0K | 0.01% | 00.0% | Unchanged |
| Advanced Portfolio Management, LLC | 77 | $11.2K | 0.03% | +77 | New |
| Ogorek Anthony Joseph | 85 | $12.0K | 0.00% | +5+6.3% | Added |
| FWL Investment Management, LLC | 84 | $12.2K | 0.00% | +84 | New |
| Painted Porch Advisors LLC | 86 | $12.5K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 87 | $12.7K | 0.01% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 89 | $13.0K | 0.00% | +89 | New |
| MCF Advisors LLC | 90 | $13.1K | 0.00% | +34+60.7% | Added |
| Highline Wealth Partners LLC | 93 | $13.6K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 95 | $13.8K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 96 | $14.0K | 0.06% | −3,715−97.5% | Reduced |
| Albion Financial Group | 100 | $14.6K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 100 | $14.6K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 100 | $14.9K | 0.01% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 112 | $16.3K | 0.01% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 112 | $16.3K | 0.00% | +112 | New |
| LGT Financial Advisors LLC | 118 | $17.2K | 0.04% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 123 | $17.9K | 0.00% | +43+53.8% | Added |
| Kilter Group LLC | 126 | $18.4K | 0.01% | +28+28.6% | Added |
| DT Investment Partners, LLC | 128 | $18.7K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 132 | $19.2K | 0.00% | 00.0% | Unchanged |
