| Financial Life Planners | 0 | $50 | 0.00% | 0 | New |
| Cape Investment Advisory, Inc. | 3 | $371 | 0.00% | −20−87.0% | Reduced |
| Bank of Jackson Hole Trust | 3 | $371 | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 4 | $495 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 5 | $619 | 0.00% | +5 | New |
| Aspect Partners, LLC | 6 | $743 | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 6 | $747 | 0.00% | +6 | New |
| ROSS\JOHNSON & Associates LLC | 7 | $866 | 0.02% | 00.0% | Unchanged |
| High Note Wealth, LLC | 8 | $990 | 0.00% | +4+100.0% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 8 | $990 | 0.00% | +8 | New |
| IMA Wealth, Inc. | 8 | $991 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 10 | $1.24K | 0.00% | +10 | New |
| DecisionPoint Financial, LLC | 10 | $1.25K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 12 | $1.50K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 13 | $1.61K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 13 | $1.61K | 0.00% | +13 | New |
| Hartford Financial Management Inc. | 18 | $2.23K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 19 | $2.35K | 0.00% | +19 | New |
| Wolff Wiese Magana LLC | 20 | $2.48K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 20 | $2.52K | 0.00% | +20 | New |
| Legacy Bridge, LLC | 21 | $2.60K | 0.00% | +20+2,000.0% | Added |
| Alerus Financial NA | 21 | $2.60K | 0.00% | +21 | New |
| WestEnd Advisors, LLC | 22 | $2.72K | 0.00% | +4+22.2% | Added |
| Abich Financial Wealth Management LLC | 22 | $2.72K | 0.00% | +22 | New |
| Geneos Wealth Management Inc. | 24 | $2.97K | 0.00% | −3,244−99.3% | Reduced |
| ZRC Wealth Management, LLC | 24 | $2.97K | 0.00% | +24 | New |
| 1620 Investment Advisors, Inc. | 24 | $3.01K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 25 | $3.09K | 0.11% | +6+31.6% | Added |
| Tradewinds Capital Management, LLC | 26 | $3.22K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 27 | $3.34K | 0.00% | +27 | New |
| Atlantic Private Wealth, LLC | 28 | $3.44K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 28 | $3.46K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 28 | $3.46K | 0.00% | +28 | New |
| Sittner & Nelson, LLC | 30 | $3.71K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 30 | $3.71K | 0.00% | +30 | New |
| Financial Consulate, Inc | 30 | $3.71K | 0.00% | +30 | New |
| American Capital Advisory, LLC | 31 | $3.84K | 0.00% | +3+10.7% | Added |
| Pacifica Partners Inc. | 33 | $4.11K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 35 | $4.33K | 0.00% | 00.0% | Unchanged |
| Banque Transatlantique SA | 39 | $4.82K | 0.00% | +4+11.4% | Added |
| HighMark Wealth Management LLC | 39 | $4.83K | 0.00% | +39 | New |
| Barrett & Company, Inc. | 42 | $5.20K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 53 | $6.56K | 0.00% | +14+35.9% | Added |
| Tidemark, LLC | 54 | $6.68K | 0.00% | +6+12.5% | Added |
| North Star Investment Management Corp. | 56 | $6.93K | 0.00% | +8+16.7% | Added |
| Kozak & Associates, Inc. | 55 | $7.29K | 0.00% | +55 | New |
| Asset Dedication, LLC | 63 | $7.80K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 64 | $7.92K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 73 | $7.95K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 65 | $8.04K | 0.00% | −15−18.8% | Reduced |
| Raffa Wealth Management, LLC | 67 | $8.29K | 0.00% | +35+109.4% | Added |
| Vermillion & White Wealth Management Group, LLC | 69 | $8.54K | 0.00% | +69 | New |
| Guerra Advisors Inc | 70 | $8.66K | 0.00% | +70 | New |
| Marshall & Sterling Wealth Advisors Inc. | 75 | $9.28K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 78 | $9.65K | 0.00% | +18+30.0% | Added |
| FWL Investment Management, LLC | 81 | $10.0K | 0.00% | +81 | New |
| Signature Resources Capital Management, LLC | 82 | $10.1K | 0.01% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 88 | $10.9K | 0.02% | 00.0% | Unchanged |
| TSFG, LLC | 90 | $11.0K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 90 | $11.1K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 90 | $11.1K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 92 | $11.4K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 93 | $11.5K | 0.01% | +7+8.1% | Added |
| Mendota Financial Group, LLC | 102 | $12.6K | 0.01% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 103 | $12.8K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 104 | $12.8K | 0.00% | +1+1.0% | Added |
| Bare Financial Services, Inc | 106 | $13.1K | 0.00% | +9+9.3% | Added |
| Heartwood Wealth Advisors LLC | 109 | $13.5K | 0.00% | +109 | New |
| PFS Partners, LLC | 109 | $13.5K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 110 | $13.6K | 0.00% | +41+59.4% | Added |
| SOA Wealth Advisors, LLC. | 13,697 | $13.7K | 0.00% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 115 | $14.0K | 0.00% | −18−13.5% | Reduced |
| Tompkins Financial Corp | 116 | $14.4K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 116 | $14.4K | 0.01% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 116 | $14.4K | 0.00% | +116 | New |
| Salem Investment Counselors Inc | 117 | $14.5K | 0.00% | +17+17.0% | Added |
| O'Brien Wealth Partners LLC | 120 | $14.8K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 120 | $14.8K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 120 | $14.8K | 0.00% | +120 | New |
| Concord Wealth Partners | 125 | $15.5K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 128 | $15.8K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 130 | $16.1K | 0.00% | +33+34.0% | Added |
| Bogart Wealth, LLC | 134 | $16.6K | 0.00% | +115+605.3% | Added |
| Trifecta Capital Advisors, LLC | 135 | $16.7K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 147 | $18.2K | 0.00% | +15+11.4% | Added |
| Valued Wealth Advisors LLC | 148 | $18.3K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 149 | $18.4K | 0.01% | +20+15.5% | Added |
| Your Advocates Ltd., LLP | 150 | $18.6K | 0.01% | 00.0% | Unchanged |
| Hurley Capital, LLC | 152 | $18.8K | 0.01% | +15+10.9% | Added |
| Truvestments Capital LLC | 154 | $19.1K | 0.00% | +154 | New |
| IMG Wealth Management, Inc. | 162 | $20.0K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 162 | $20.0K | 0.00% | +6+3.8% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 166 | $20.5K | 0.04% | −24−12.6% | Reduced |
| Essex Investment Management Co LLC | 168 | $20.8K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 172 | $21.3K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 172 | $21.3K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 172 | $21.3K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 180 | $22.0K | 0.01% | +180 | New |
| Evelyn Partners Investment Management (Europe) Ltd | 179 | $22.2K | 0.01% | +179 | New |
| Rosenberg Matthew Hamilton | 190 | $23.5K | 0.01% | 00.0% | Unchanged |