| Financial Life Planners | 1 | $25 | 0.00% | +1 | New |
| Minot DeBlois Advisors LLC | 1 | $35 | 0.00% | −297−99.7% | Reduced |
| Wiser Advisor Group LLC | 1 | $50 | 0.00% | +1 | New |
| ROSS\JOHNSON & Associates LLC | 2 | $90 | 0.00% | 00.0% | Unchanged |
| Delta Accumulation, LLC | 2 | $103 | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 5 | $223 | 0.00% | +5 | New |
| Imprint Wealth LLC | 5 | $226 | 0.00% | +5 | New |
| DecisionPoint Financial, LLC | 5 | $238 | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 6 | $265 | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 7 | $316 | 0.00% | +4+133.3% | Added |
| Breakwater Investment Management | 11 | $497 | 0.00% | +11 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 13 | $586 | 0.00% | +13 | New |
| Retirement Wealth Solutions LLC | 15 | $677 | 0.00% | +15 | New |
| Davis Capital Management | 16 | $722 | 0.00% | +16 | New |
| Finley Financial, LLC | 18 | $812 | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 20 | $902 | 0.00% | +20 | New |
| Delos Wealth Advisors, LLC | 22 | $993 | 0.00% | −60−73.2% | Reduced |
| Seneschal Advisors, LLC | 22 | $993 | 0.00% | +22 | New |
| Picton Mahoney Asset Management | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 23 | $1.04K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 30 | $1.35K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 37 | $1.67K | 0.00% | +37 | New |
| Trifecta Capital Advisors, LLC | 38 | $1.71K | 0.00% | −500−92.9% | Reduced |
| PayPay Securities Corp | 38 | $1.73K | 0.06% | −21−35.6% | Reduced |
| Burkett Financial Services, LLC | 39 | $1.74K | 0.00% | −387−90.8% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 40 | $1.80K | 0.00% | −9,064−99.6% | Reduced |
| Family Legacy Financial Solutions, LLC | 41 | $1.85K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 42 | $1.89K | 0.00% | +42 | New |
| New Millennium Group LLC | 45 | $2.01K | 0.00% | +1+2.3% | Added |
| Holos Integrated Wealth LLC | 49 | $2.15K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 48 | $2.16K | 0.00% | −397−89.2% | Reduced |
| Kings Path Partners LLC | 50 | $2.25K | 0.00% | +50 | New |
| WestEnd Advisors, LLC | 61 | $2.75K | 0.00% | −27−30.7% | Reduced |
| NVWM, LLC | 62 | $2.80K | 0.00% | +5+8.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 66 | $2.98K | 0.00% | −79−54.5% | Reduced |
| Ulland Investment Advisors, LLC | 60 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 70 | $3.16K | 0.00% | −12−14.6% | Reduced |
| Cedar Wealth Management, LLC | 71 | $3.21K | 0.00% | +1+1.4% | Added |
| Financial Management Professionals, Inc. | 75 | $3.38K | 0.00% | −56−42.7% | Reduced |
| First Community Trust NA | 80 | $3.61K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 85 | $3.82K | 0.00% | −30−26.1% | Reduced |
| Cedar Mountain Advisors, LLC | 85 | $3.83K | 0.00% | +85 | New |
| Principia Wealth Advisory, LLC | 93 | $4.19K | 0.00% | +22+31.0% | Added |
| Old Second National Bank of Aurora | 100 | $4.51K | 0.00% | 00.0% | Unchanged |
| General Partner, Inc. | 101 | $4.55K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 102 | $4.63K | 0.00% | −99−49.3% | Reduced |
| Strategic Advocates LLC | 104 | $4.69K | 0.00% | +104 | New |
| Evolution Wealth Management Inc. | 105 | $4.74K | 0.00% | −118−52.9% | Reduced |
| Bare Financial Services, Inc | 106 | $4.78K | 0.00% | −56−34.6% | Reduced |
| Lowe Wealth Advisors, LLC | 110 | $4.96K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 130 | $5.00K | 0.00% | −72−35.6% | Reduced |
| SIMA Wealth Partners, LLC | 120 | $5.41K | 0.00% | +120 | New |
| Hurley Capital, LLC | 126 | $5.68K | 0.00% | +10+8.6% | Added |
| Accent Capital Management, LLC | 129 | $5.82K | 0.00% | −541−80.7% | Reduced |
| Financial Avengers, Inc. | 136 | $6.13K | 0.00% | +2+1.5% | Added |
| Red Tortoise LLC | 138 | $6.22K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 144 | $6.50K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 148 | $6.68K | 0.00% | −20−11.9% | Reduced |
| Frazier Financial Advisors, LLC | 153 | $6.90K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 165 | $7.00K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 152 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tanaka Capital Management Inc | 166 | $7.00K | 0.01% | +166 | New |
| 1 North Wealth Services LLC | 156 | $7.04K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 160 | $7.23K | 0.00% | +60+60.0% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 165 | $7.44K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 167 | $7.53K | 0.00% | +167 | New |
| Halbert Hargrove Global Advisors, LLC | 169 | $7.62K | 0.00% | +169 | New |
| Ball & Co Wealth Management Inc. | 191 | $8.00K | 0.01% | −207−52.0% | Reduced |
| BFSG, LLC | 179 | $8.07K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 178 | $8.40K | 0.00% | −6−3.3% | Reduced |
| Guerra Advisors Inc | 186 | $8.41K | 0.00% | +186 | New |
| Westfuller Advisors, LLC | 192 | $8.67K | 0.00% | +192 | New |
| CBIZ Investment Advisory Services, LLC | 195 | $8.80K | 0.00% | −414−68.0% | Reduced |
| Marquette Asset Management, LLC | 196 | $8.84K | 0.00% | +196 | New |
| Redmont Wealth Advisors LLC | 198 | $8.93K | 0.01% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 200 | $9.02K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 200 | $9.02K | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 200 | $9.02K | 0.01% | +200 | New |
| IMG Wealth Management, Inc. | 207 | $9.34K | 0.01% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 220 | $9.92K | 0.00% | −20,220−98.9% | Reduced |
| Sofos Investments, Inc. | 221 | $9.98K | 0.00% | +221 | New |
| Valued Wealth Advisors LLC | 228 | $10.3K | 0.00% | −39−14.6% | Reduced |
| Mascoma Wealth Management LLC | 228 | $10.3K | 0.00% | −350−60.6% | Reduced |
| Strengthening Families & Communities, LLC | 232 | $10.5K | 0.00% | +232 | New |
| Country Trust Bank | 240 | $10.8K | 0.00% | +5+2.1% | Added |
| Pacifica Partners Inc. | 230 | $10.9K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 250 | $11.3K | 0.00% | −196−43.9% | Reduced |
| TD Capital Management LLC | 256 | $11.5K | 0.00% | −199−43.7% | Reduced |
| Cloud Capital Management, LLC | 273 | $12.0K | 0.01% | +273 | New |
| GGM Financials LLC | 269 | $12.1K | 0.01% | +269 | New |
| Miller Wealth Advisors, LLC | 274 | $12.3K | 0.00% | +4+1.5% | Added |
| Redwood Park Advisors LLC | 274 | $12.3K | 0.01% | +4+1.5% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 275 | $12.4K | 0.02% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 275 | $12.4K | 0.00% | +19+7.4% | Added |
| Hager Investment Management Services, LLC | 285 | $12.9K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 284 | $13.3K | 0.00% | +146+105.8% | Added |
| Winch Advisory Services, LLC | 300 | $13.5K | 0.00% | +4+1.4% | Added |
| Hoey Investments, Inc | 300 | $13.5K | 0.00% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 300 | $13.5K | 0.01% | 00.0% | Unchanged |
