| Legacy Bridge, LLC | 3 | $169 | 0.00% | +3 | New |
| Caitong International Asset Management Co., Ltd | 3 | $197 | 0.00% | −15−83.3% | Reduced |
| Bank of Jackson Hole Trust | 3 | $200 | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 4 | $262 | 0.00% | −458−99.1% | Reduced |
| High Note Wealth, LLC | 4 | $262 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $328 | 0.00% | +5 | New |
| Aspect Partners, LLC | 6 | $394 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 7 | $459 | 0.01% | +7 | New |
| Dogwood Wealth Management LLC | 9 | $590 | 0.00% | +9 | New |
| MPWM Advisory Solutions, LLC | 12 | $787 | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 12 | $792 | 0.00% | −21−63.6% | Reduced |
| Chesapeake Asset Management LLC | 15 | $983 | 0.00% | +5+50.0% | Added |
| Bay Harbor Wealth Management, LLC | 15 | $986 | 0.00% | +15 | New |
| GoalVest Advisory LLC | 16 | $1.05K | 0.00% | −38−70.4% | Reduced |
| Parkworth Wealth Management, Inc. | 16 | $1.05K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 18 | $1.18K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 19 | $1.25K | 0.00% | +13+216.7% | Added |
| Cape Investment Advisory, Inc. | 20 | $1.31K | 0.00% | −4−16.7% | Reduced |
| Longfellow Investment Management Co LLC | 20 | $1.31K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 20 | $1.31K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 20 | $1.31K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 20 | $1.31K | 0.00% | +20 | New |
| O'Brien Wealth Partners LLC | 20 | $1.31K | 0.00% | +20 | New |
| Bare Financial Services, Inc | 23 | $1.51K | 0.00% | +23 | New |
| 1620 Investment Advisors, Inc. | 24 | $1.59K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 24 | $1.62K | 0.09% | −12−33.3% | Reduced |
| Osterweis Capital Management Inc | 25 | $1.64K | 0.00% | +25 | New |
| Tradewinds Capital Management, LLC | 26 | $1.71K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 28 | $1.84K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 30 | $1.97K | 0.00% | −102−77.3% | Reduced |
| Sittner & Nelson, LLC | 30 | $1.97K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 30 | $1.97K | 0.00% | +10+50.0% | Added |
| Pacifica Partners Inc. | 33 | $2.07K | 0.00% | +33 | New |
| Raffa Wealth Management, LLC | 32 | $2.10K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 34 | $2.23K | 0.00% | +34 | New |
| HHM Wealth Advisors, LLC | 34 | $2.23K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 36 | $2.36K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 36 | $2.36K | 0.00% | +36 | New |
| Barrett & Company, Inc. | 42 | $2.75K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 45 | $2.95K | 0.00% | −5−10.0% | Reduced |
| North Star Investment Management Corp. | 48 | $3.15K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 52 | $3.41K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 52 | $3.41K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 60 | $3.94K | 0.00% | −88−59.5% | Reduced |
| Bellwether Advisors, LLC | 60 | $3.94K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 60 | $3.96K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 63 | $4.13K | 0.00% | +36+133.3% | Added |
| Jackson, Grant Investment Advisers, Inc. | 64 | $4.20K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 68 | $4.46K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 68 | $4.50K | 0.00% | +36+112.5% | Added |
| DiNuzzo Private Wealth, Inc. | 69 | $4.53K | 0.00% | −4−5.5% | Reduced |
| Estabrook Capital Management | 80 | $5.25K | 0.00% | +20+33.3% | Added |
| Financial Management Professionals, Inc. | 82 | $5.38K | 0.00% | −57−41.0% | Reduced |
| Quest Partners LLC | 83 | $5.44K | 0.00% | −22,403−99.6% | Reduced |
| Riggs Asset Managment Co. Inc. | 84 | $5.51K | 0.00% | −82−49.4% | Reduced |
| Transce3nd, LLC | 85 | $5.58K | 0.00% | −18−17.5% | Reduced |
| Brown, Lisle/Cummings, Inc. | 90 | $5.90K | 0.00% | +90 | New |
| Highline Wealth Partners LLC | 91 | $5.97K | 0.00% | −29−24.2% | Reduced |
| Penserra Capital Management LLC | 102 | $6.00K | 0.00% | −3,054−96.8% | Reduced |
| Greenline Partners, LLC | 92 | $6.03K | 0.00% | +92 | New |
| Pacific Center for Financial Services | 92 | $6.04K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 92 | $6.05K | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 94 | $6.17K | 0.01% | −7−6.9% | Reduced |
| Trifecta Capital Advisors, LLC | 96 | $6.30K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 98 | $6.43K | 0.00% | −320−76.6% | Reduced |
| Salem Investment Counselors Inc | 100 | $6.58K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 102 | $6.69K | 0.01% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 103 | $6.74K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 103 | $6.76K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 106 | $6.95K | 0.00% | +106 | New |
| Adirondack Trust Co | 111 | $7.28K | 0.00% | +111 | New |
| Salomon & Ludwin, LLC | 112 | $7.35K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 115 | $7.54K | 0.00% | +43+59.7% | Added |
| Tompkins Financial Corp | 116 | $7.61K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 116 | $7.61K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 120 | $7.87K | 0.00% | +120 | New |
| Evelyn Partners Asset Management Ltd | 124 | $8.13K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 0 | $8.21K | 0.01% | −118−100.0% | Reduced |
| Rocky Mountain Advisers, LLC | 128 | $8.40K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 132 | $8.66K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 136 | $8.94K | 0.01% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 137 | $9.00K | 0.00% | +111+426.9% | Added |
| Valued Wealth Advisors LLC | 148 | $9.73K | 0.01% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 150 | $9.84K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 156 | $10.2K | 0.00% | +156 | New |
| Private Wealth Management Group, LLC | 158 | $10.4K | 0.00% | −33−17.3% | Reduced |
| Essex Investment Management Co LLC | 168 | $11.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 172 | $11.3K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 172 | $11.3K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 172 | $11.3K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 181 | $11.9K | 0.00% | −103−36.3% | Reduced |
| SOA Wealth Advisors, LLC. | 12,421 | $12.4K | 0.00% | +12,421 | New |
| Rosenberg Matthew Hamilton | 190 | $12.5K | 0.00% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 191 | $12.5K | 0.01% | +191 | New |
| Barnes Dennig Private Wealth Management LLC | 193 | $12.7K | 0.02% | +193 | New |
| Hexagon Capital Partners LLC | 199 | $13.1K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 200 | $13.1K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 200 | $13.1K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 200 | $13.1K | 0.03% | +10+5.3% | Added |
| Cloud Capital Management, LLC | 212 | $14.0K | 0.01% | +212 | New |