| Financial Life Planners | 1 | $34 | 0.00% | +1 | New |
| Minot DeBlois Advisors LLC | 1 | $48 | 0.00% | 00.0% | Unchanged |
| Delta Accumulation, LLC | 2 | $121 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 2 | $121 | 0.00% | 00.0% | Unchanged |
| Retiremitten Financial LLC | 4 | $243 | 0.00% | +4 | New |
| DecisionPoint Financial, LLC | 5 | $304 | 0.00% | −100−95.2% | Reduced |
| Nvest Wealth Strategies, Inc. | 5 | $304 | 0.00% | +5 | New |
| 3 Factor Indexing, LLC | 5 | $304 | 0.00% | +5 | New |
| Merkkuri Wealth Advisors LLC | 7 | $446 | 0.00% | +7 | New |
| Key Capital Management, INC | 10 | $607 | 0.00% | +2+25.0% | Added |
| First Pacific Financial | 10 | $607 | 0.00% | +10 | New |
| Breakwater Investment Management | 11 | $668 | 0.00% | 00.0% | Unchanged |
| Philadelphia Investment Partners, LLC | 13 | $788 | 0.00% | +13 | New |
| Curio Wealth, LLC | 16 | $970 | 0.00% | +4+33.3% | Added |
| Davis Capital Management | 19 | $1.15K | 0.00% | +6+46.2% | Added |
| MPWM Advisory Solutions, LLC | 20 | $1.21K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 21 | $1.27K | 0.00% | +21 | New |
| Hoertkorn Richard Charles | 24 | $1.46K | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 24 | $1.46K | 0.00% | +4+20.0% | Added |
| TD Capital Management LLC | 30 | $1.82K | 0.00% | −182−85.8% | Reduced |
| Game Plan Financial Advisors, LLC | 30 | $1.82K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 38 | $2.24K | 0.08% | −10−20.8% | Reduced |
| WealthCollab, LLC | 37 | $2.25K | 0.00% | 00.0% | Unchanged |
| Bard Associates Inc | 37 | $2.25K | 0.00% | +37 | New |
| Burkett Financial Services, LLC | 39 | $2.40K | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 40 | $2.43K | 0.00% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 43 | $2.54K | 0.00% | −804−94.9% | Reduced |
| C M Bidwell & Associates Ltd | 42 | $2.55K | 0.00% | 00.0% | Unchanged |
| Portfolio Resources Advisor Group, Inc. | 44 | $2.67K | 0.00% | −8−15.4% | Reduced |
| Holos Integrated Wealth LLC | 49 | $2.83K | 0.00% | 00.0% | Unchanged |
| Bullseye Investment Management, LLC | 50 | $3.03K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 51 | $3.09K | 0.00% | +51 | New |
| Financial Management Professionals, Inc. | 53 | $3.21K | 0.00% | −3−5.4% | Reduced |
| WestEnd Advisors, LLC | 53 | $3.21K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 54 | $3.27K | 0.00% | +43+390.9% | Added |
| MRP Capital Investments, LLC | 58 | $3.52K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 60 | $3.64K | 0.00% | +60 | New |
| Kingdom Financial Group LLC. | 62 | $3.73K | 0.00% | +22+55.0% | Added |
| Lloyd Advisory Services, LLC. | 62 | $3.73K | 0.00% | +24+63.2% | Added |
| Affinity Wealth LLC | 64 | $3.88K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 60 | $4.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 66 | $4.00K | 0.00% | −25−27.5% | Reduced |
| CDKV Holdings LLC | 70 | $4.25K | 0.00% | 00.0% | Unchanged |
| Portus Wealth Advisors, LLC | 70 | $4.25K | 0.00% | +70 | New |
| Bare Financial Services, Inc | 72 | $4.37K | 0.00% | +10+16.1% | Added |
| Magnolia Wealth Management, LLC | 75 | $4.55K | 0.00% | +75 | New |
| Groupe la Francaise | 89 | $4.61K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 78 | $4.73K | 0.00% | −25,141−99.7% | Reduced |
| First Community Trust NA | 80 | $4.85K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 83 | $5.03K | 0.00% | +41+97.6% | Added |
| NVWM, LLC | 88 | $5.33K | 0.00% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 90 | $5.46K | 0.00% | +90 | New |
| United Financial Planning Group LLC | 92 | $5.58K | 0.00% | +92 | New |
| Anfield Capital Management, LLC | 93 | $5.64K | 0.00% | −250−72.9% | Reduced |
| Synergy Investment Management, LLC | 95 | $5.78K | 0.00% | +95 | New |
| Strategic Wealth Advisors LLC | 111 | $6.00K | 0.00% | 00.0% | Unchanged |
| VPR Management LLC | 100 | $6.07K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 100 | $6.07K | 0.00% | +64+177.8% | Added |
| Quest 10 Wealth Builders, Inc. | 102 | $6.19K | 0.01% | +18+21.4% | Added |
| Retirement Wealth Solutions LLC | 102 | $6.19K | 0.00% | +102 | New |
| Napier Financial, LLC | 108 | $6.55K | 0.00% | +108 | New |
| Silver Grove Financial Group, Inc. | 114 | $6.91K | 0.01% | +114 | New |
| Hurley Capital, LLC | 116 | $7.04K | 0.00% | −107−48.0% | Reduced |
| Strengthening Families & Communities, LLC | 118 | $7.17K | 0.00% | +118 | New |
| High Point Wealth Management, LLC | 127 | $7.72K | 0.01% | 00.0% | Unchanged |
| Mosley Wealth Management | 171 | $7.72K | 0.00% | +171 | New |
| Principia Wealth Advisory, LLC | 128 | $7.76K | 0.00% | +40+45.5% | Added |
| Evolution Wealth Management Inc. | 130 | $7.88K | 0.01% | 00.0% | Unchanged |
| Aviso Financial Inc. | 137 | $8.31K | 0.00% | +137 | New |
| Red Tortoise LLC | 138 | $8.37K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 139 | $8.45K | 0.00% | +1+0.7% | Added |
| Goodman Advisory Group, LLC | 143 | $8.67K | 0.00% | −504−77.9% | Reduced |
| Glass Jacobson Investment Advisors llc | 144 | $8.73K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 152 | $9.00K | 0.00% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 150 | $9.10K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 156 | $9.46K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 160 | $9.72K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 162 | $9.82K | 0.00% | −750−82.2% | Reduced |
| Tanaka Capital Management Inc | 166 | $10.0K | 0.02% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 171 | $10.0K | 0.00% | 00.0% | Unchanged |
| Forum Finance Group S.A. | 210 | $10.0K | 0.01% | +210 | New |
| Whipplewood Advisors, LLC | 167 | $10.1K | 0.01% | −1,100−86.8% | Reduced |
| SWAN Capital LLC | 168 | $10.2K | 0.00% | −10−5.6% | Reduced |
| Cornerstone Financial Management LLC | 175 | $10.6K | 0.01% | +28+19.0% | Added |
| Ball & Co Wealth Management Inc. | 196 | $11.0K | 0.01% | +2+1.0% | Added |
| Marquette Asset Management, LLC | 189 | $11.5K | 0.00% | +105+125.0% | Added |
| Dynamic Wealth Strategies, LLC | 190 | $11.5K | 0.01% | 00.0% | Unchanged |
| Fountainhead AM, LLC | 196 | $11.9K | 0.01% | +55+39.0% | Added |
| Marathon Trading Investment Management LLC | 198 | $12.0K | 0.00% | +198 | New |
| Morton Brown Family Wealth, LLC | 200 | $12.1K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 200 | $12.1K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 200 | $12.1K | 0.00% | +200 | New |
| Vision Retirement, LLC | 208 | $12.6K | 0.00% | +1+0.5% | Added |
| DiNuzzo Private Wealth, Inc. | 215 | $13.0K | 0.00% | +16+8.0% | Added |
| Ramirez Asset Management, Inc. | 216 | $13.1K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 230 | $13.9K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 235 | $14.3K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 240 | $14.6K | 0.01% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 250 | $15.2K | 0.01% | −34−12.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 251 | $15.2K | 0.00% | +86+52.1% | Added |
