| IFC & Insurance Marketing, Inc. | 1 | $1.00K | 0.00% | +1 | New |
| Davis Capital Management | 1 | $1.07K | 0.00% | −1−50.0% | Reduced |
| IMA Wealth, Inc. | 1 | $1.07K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 1 | $1.07K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1 | $1.07K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 1 | $1.07K | 0.00% | +1 | New |
| Whipplewood Advisors, LLC | 1 | $1.07K | 0.00% | +1 | New |
| Networth Advisors, LLC | 1 | $1.07K | 0.00% | +1 | New |
| Key Capital Management, INC | 1 | $1.07K | 0.00% | +1 | New |
| NorthAvenue LLC | 1 | $1.07K | 0.00% | +1 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 1 | $1.12K | 0.00% | 00.0% | Unchanged |
| LM Advisors LLC | 1,222 | $1.14K | 0.02% | +84+7.4% | Added |
| LGT Financial Advisors LLC | 2 | $2.14K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 2 | $2.14K | 0.00% | 00.0% | Unchanged |
| Cresta Advisors, Ltd. | 2 | $2.14K | 0.00% | +2 | New |
| Godfrey Financial Associates, Inc. | 2 | $2.14K | 0.00% | +2 | New |
| Benson Wealth Management INC | 2 | $2.14K | 0.00% | +2 | New |
| Hurley Capital, LLC | 3 | $3.21K | 0.00% | −1−25.0% | Reduced |
| PayPay Securities Corp | 3 | $3.21K | 0.09% | −1−25.0% | Reduced |
| Horizons Wealth Management | 3 | $3.21K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 3 | $3.21K | 0.00% | 00.0% | Unchanged |
| Palouse Capital Management, Inc. | 3 | $3.21K | 0.00% | +3 | New |
| Family CFO Inc | 3 | $3.21K | 0.00% | +3 | New |
| Comprehensive Financial Planning, Inc. | 3 | $3.21K | 0.00% | +3 | New |
| Bravera Wealth | 3 | $3.21K | 0.00% | +3 | New |
| WealthCollab, LLC | 3 | $3.21K | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 3 | $3.21K | 0.00% | +3 | New |
| Burkett Financial Services, LLC | 3 | $3.27K | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 3 | $3.36K | 0.00% | +3 | New |
| Mark Sheptoff Financial Planning, LLC | 4 | $4.28K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 4 | $4.28K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 4 | $4.28K | 0.00% | +1+33.3% | Added |
| American Capital Advisory, LLC | 4 | $4.28K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 4 | $4.28K | 0.00% | −1−20.0% | Reduced |
| Silicon Valley Capital Partners | 4 | $4.32K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 4 | $4.52K | 0.00% | +4 | New |
| Hoese & Co LLP | 5 | $5.35K | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 5 | $5.35K | 0.00% | +5 | New |
| Vermillion Wealth Management, Inc. | 5 | $5.35K | 0.00% | −28,000−100.0% | Reduced |
| Friedenthal Financial | 5 | $5.35K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 5 | $5.35K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 5 | $5.35K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 5 | $5.35K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 5 | $5.35K | 0.00% | +3+150.0% | Added |
| Stephens Consulting, LLC | 5 | $5.35K | 0.00% | +5 | New |
| Monetary Solutions, Ltd | 5 | $5.35K | 0.01% | +5 | New |
| Walsh & Associates, LLC | 5 | $5.35K | 0.01% | +5 | New |
| Paladin Partners, LLC | 5 | $5.35K | 0.00% | +5 | New |
| Holos Integrated Wealth LLC | 5 | $5.42K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 5 | $5.50K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 5 | $5.96K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 6 | $6.42K | 0.01% | −33−84.6% | Reduced |
| Imprint Wealth LLC | 6 | $6.42K | 0.03% | −6−50.0% | Reduced |
| Hager Investment Management Services, LLC | 6 | $6.42K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 6 | $6.42K | 0.00% | +1+20.0% | Added |
| Financial Consulate, Inc | 6 | $6.42K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 6 | $6.42K | 0.00% | +6 | New |
| Centerpoint Advisors, LLC | 7 | $7.00K | 0.00% | −3−30.0% | Reduced |
| Capula Management Ltd | 7 | $7.49K | 0.00% | −151−95.6% | Reduced |
| Anfield Capital Management, LLC | 7 | $7.49K | 0.00% | −7−50.0% | Reduced |
| Copia Wealth Management | 7 | $7.49K | 0.01% | 00.0% | Unchanged |
| Clark Wealth Partners | 7 | $7.49K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 7 | $7.49K | 0.00% | +7 | New |
| Abound Financial, LLC | 7 | $7.49K | 0.00% | +7 | New |
| Eq Wealth Advisors, LLC | 7 | $7.49K | 0.00% | +7 | New |
| Align Financial, LLC | 7,492 | $7.49K | 0.00% | +7,492 | New |
| Chelsea Counsel Co | 7 | $7.49K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 8 | $8.56K | 0.00% | −24−75.0% | Reduced |
| Hallmark Capital Management Inc | 8 | $8.56K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 8 | $8.56K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 8 | $8.56K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 8 | $8.56K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 8 | $8.56K | 0.01% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 8 | $8.56K | 0.01% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 9 | $9.63K | 0.00% | +3+50.0% | Added |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 9 | $9.63K | 0.01% | +9 | New |
| True Wealth Design, LLC | 9 | $9.63K | 0.00% | −1−10.0% | Reduced |
| Seneschal Advisors, LLC | 9 | $9.63K | 0.01% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 9 | $9.63K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 10 | $10.7K | 0.01% | 00.0% | Unchanged |
| Alexis Investment Partners, LLC | 10 | $10.7K | 0.00% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 10 | $10.7K | 0.01% | +10 | New |
| Elevated Capital Advisors, LLC | 10 | $10.7K | 0.00% | +10 | New |
| Cornerstone Financial Management LLC | 10 | $10.7K | 0.01% | +10 | New |
| RMG Wealth Management LLC | 10 | $11.3K | 0.00% | +10 | New |
| Old Point Trust & Financial Services N A | 11 | $11.8K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 11 | $11.8K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 11 | $11.8K | 0.00% | +3+37.5% | Added |
| Cypress Capital Management LLC (WY) | 11 | $11.8K | 0.01% | +11 | New |
| Joseph Group Capital Management | 11 | $11.8K | 0.00% | +11 | New |
| 1015 Capital Partners, LLC | 11 | $11.8K | 0.01% | +11 | New |
| Evelyn Partners Asset Management Ltd | 12 | $12.8K | 0.00% | +12 | New |
| Optima Capital LLC | 12 | $12.8K | 0.01% | +12 | New |
| PMV Capital Advisers, LLC | 12 | $12.9K | 0.02% | +12 | New |
| Harbor Asset Planning, Inc. | 12 | $13.0K | 0.01% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 13 | $13.9K | 0.01% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 13 | $13.9K | 0.01% | +13 | New |
| Access Investment Management LLC | 12 | $14.0K | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 14 | $15.0K | 0.01% | +14 | New |
| Osbon Capital Management LLC | 15 | $15.5K | 0.01% | +15 | New |