| Curio Wealth, LLC | 4 | $206 | 0.00% | −2,057−99.8% | Reduced |
| Legacy Wealth Managment, LLC | 7 | $362 | 0.00% | −32−82.1% | Reduced |
| Evergreen Private Wealth LLC | 13 | $671 | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 24 | $1.24K | 0.00% | +24 | New |
| DecisionPoint Financial, LLC | 28 | $1.42K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 33 | $1.70K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 40 | $2.08K | 0.00% | +40 | New |
| Perritt Capital Management Inc | 44 | $2.27K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 50 | $2.58K | 0.00% | +50 | New |
| Sellwood Investment Partners LLC | 51 | $2.63K | 0.00% | +51 | New |
| Anfield Capital Management, LLC | 55 | $2.84K | 0.00% | +26+89.7% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 56 | $2.89K | 0.01% | −8,528−99.3% | Reduced |
| Navigoe, LLC | 70 | $3.00K | 0.00% | +70 | New |
| Redmont Wealth Advisors LLC | 60 | $3.08K | 0.00% | +60 | New |
| One River Asset Management, LLC | 65 | $3.31K | 0.01% | +65 | New |
| Turning Point Benefit Group, Inc. | 70 | $3.55K | 0.00% | +70 | New |
| Pineridge Advisors LLC | 75 | $3.88K | 0.00% | −225−75.0% | Reduced |
| PFS Partners, LLC | 76 | $3.90K | 0.00% | −30−28.3% | Reduced |
| Caitlin John, LLC | 81 | $4.18K | 0.00% | +81 | New |
| HFM Investment Advisors, LLC | 94 | $4.85K | 0.00% | +2+2.2% | Added |
| Tower Trust & Investment Co | 100 | $5.16K | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 108 | $5.57K | 0.10% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 125 | $6.00K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 129 | $6.66K | 0.00% | −73−36.1% | Reduced |
| Westend Capital Management, LLC | 130 | $6.71K | 0.00% | +130 | New |
| IAG Wealth Partners, LLC | 133 | $6.86K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 135 | $6.96K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 135 | $6.96K | 0.00% | +135 | New |
| PayPay Securities Corp | 136 | $7.01K | 0.25% | +18+15.3% | Added |
| Decker Retirement Planning Inc. | 137 | $7.09K | 0.00% | +137 | New |
| Abich Financial Wealth Management LLC | 149 | $7.69K | 0.00% | +149 | New |
| WestEnd Advisors, LLC | 156 | $8.05K | 0.00% | +11+7.6% | Added |
| ESL Trust Services, LLC | 160 | $8.25K | 0.00% | +160 | New |
| LGT Financial Advisors LLC | 176 | $9.09K | 0.02% | −1−0.6% | Reduced |
| Costello Asset Management, INC | 181 | $9.33K | 0.00% | −244−57.4% | Reduced |
| Legacy Bridge, LLC | 181 | $9.34K | 0.00% | +20+12.4% | Added |
| Cedar Wealth Management, LLC | 191 | $9.88K | 0.00% | 00.0% | Unchanged |
| Team Financial Group, LLC | 193 | $9.94K | 0.00% | +1+0.5% | Added |
| Twin Lakes Capital Management, LLC | 200 | $10.3K | 0.00% | −866−81.2% | Reduced |
| Palisade Asset Management, LLC | 214 | $11.1K | 0.00% | +214 | New |
| 1620 Investment Advisors, Inc. | 215 | $11.1K | 0.01% | 00.0% | Unchanged |
| Fairman Group, LLC | 215 | $11.1K | 0.01% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 218 | $11.2K | 0.01% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 219 | $11.3K | 0.01% | +1+0.5% | Added |
| Vermillion Wealth Management, Inc. | 220 | $11.4K | 0.00% | +30+15.8% | Added |
| Horizon Financial Services, LLC | 232 | $12.0K | 0.01% | +154+197.4% | Added |
| Transce3nd, LLC | 349 | $12.2K | 0.11% | −23,606−98.5% | Reduced |
| Frazier Financial Advisors, LLC | 248 | $12.8K | 0.01% | +2+0.8% | Added |
| Winnow Wealth LLC | 247 | $12.8K | 0.01% | +247 | New |
| Insight Financial Services | 249 | $12.9K | 0.01% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 267 | $13.8K | 0.01% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 270 | $13.9K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 271 | $14.0K | 0.01% | −750−73.5% | Reduced |
| Principia Wealth Advisory, LLC | 272 | $14.0K | 0.01% | +30+12.4% | Added |
| Rakuten Securities, Inc. | 282 | $14.5K | 0.01% | −252−47.2% | Reduced |
| Westfuller Advisors, LLC | 286 | $14.8K | 0.01% | +286 | New |
| Cherry Tree Wealth Management, LLC | 290 | $15.0K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 310 | $16.0K | 0.00% | +25+8.8% | Added |
| Friedenthal Financial | 317 | $16.4K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 323 | $16.7K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 348 | $17.0K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 350 | $18.1K | 0.00% | +94+36.7% | Added |
| Inlight Wealth Management, LLC | 385 | $19.9K | 0.01% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 392 | $20.2K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 400 | $20.6K | 0.01% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 400 | $20.6K | 0.01% | +400 | New |
| Dimension Capital Management LLC | 402 | $20.7K | 0.00% | −28−6.5% | Reduced |
| New England Capital Financial Advisors LLC | 425 | $22.0K | 0.01% | +1+0.2% | Added |
| Corundum Trust Company, INC | 428 | $22.1K | 0.05% | +428 | New |
| Family Legacy Financial Solutions, LLC | 430 | $22.2K | 0.02% | 00.0% | Unchanged |
| WealthCollab, LLC | 437 | $22.5K | 0.01% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 451 | $23.3K | 0.02% | +451 | New |
| MPWM Advisory Solutions, LLC | 454 | $23.4K | 0.01% | +108+31.2% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 460 | $23.7K | 0.02% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 473 | $24.4K | 0.01% | +3+0.6% | Added |
| Beutel, Goodman & Co Ltd. | 500 | $25.0K | 0.00% | 00.0% | Unchanged |
| Financially Speaking Inc | 497 | $25.6K | 0.02% | +3+0.6% | Added |
| West Financial Advisors, LLC | 497 | $25.6K | 0.00% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 501 | $25.8K | 0.01% | −38−7.1% | Reduced |
| Gs Investments, Inc. | 510 | $26.3K | 0.01% | −31,700−98.4% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 516 | $26.6K | 0.02% | +3+0.6% | Added |
| Wiser Advisor Group LLC | 519 | $26.8K | 0.03% | +519 | New |
| Quaker Wealth Management, LLC | 523 | $27.0K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 526 | $27.1K | 0.01% | +2+0.4% | Added |
| Bernard Wealth Management Corp. | 538 | $27.8K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 548 | $28.3K | 0.01% | +379+224.3% | Added |
| Kennebec Savings Bank | 550 | $28.4K | 0.03% | 00.0% | Unchanged |
| Graney & King, LLC | 567 | $29.3K | 0.02% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 588 | $29.9K | 0.00% | 00.0% | Unchanged |
| Collier Financial | 585 | $30.2K | 0.02% | +585 | New |
| Stephens Consulting, LLC | 585 | $30.2K | 0.01% | −412−41.3% | Reduced |
| Marquette Asset Management, LLC | 588 | $30.3K | 0.00% | +588 | New |
| Park Square Financial Group, LLC | 592 | $30.5K | 0.13% | −2,429−80.4% | Reduced |
| Wealth Preservation Advisors, LLC | 597 | $30.8K | 0.02% | −84−12.3% | Reduced |
| Richardson Capital Management LLC | 600 | $31.0K | 0.01% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 600 | $31.0K | 0.02% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 600 | $31.0K | 0.03% | +600 | New |
| Penserra Capital Management LLC | 615 | $31.0K | 0.00% | +6+1.0% | Added |
| CGC Financial Services, LLC | 610 | $31.5K | 0.01% | 00.0% | Unchanged |
| 1248 Management, LLC | 632 | $32.6K | 0.02% | 00.0% | Unchanged |
