| Evolution Advisers, Inc. | 6 | $0 | 0.00% | +6 | New |
| Osbon Capital Management LLC | 1 | $139 | 0.00% | −2,804−100.0% | Reduced |
| Redwood Park Advisors LLC | 2 | $280 | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 3 | $420 | 0.00% | 00.0% | Unchanged |
| Highland Investment Advisors LLC | 3 | $420 | 0.00% | +3 | New |
| IAG Wealth Partners, LLC | 4 | $560 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 4 | $560 | 0.00% | +4 | New |
| Tacita Capital Inc | 5 | $700 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 5 | $700 | 0.01% | +4+400.0% | Added |
| Spectrum Wealth Advisory Group, LLC | 5 | $703 | 0.00% | +5 | New |
| LGT Financial Advisors LLC | 6 | $840 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 6 | $874 | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 7 | $932 | 0.00% | +7 | New |
| NorthAvenue LLC | 7 | $980 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 7 | $980 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 10,291 | $1.07K | 0.00% | +10,291 | New |
| Napier Financial, LLC | 8 | $1.12K | 0.00% | −7−46.7% | Reduced |
| Sankala Group LLC | 9 | $1.24K | 0.00% | +9 | New |
| Birchwood Financial Partners, Inc. | 9 | $1.26K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 10 | $1.40K | 0.00% | 00.0% | Unchanged |
| Leo H. Evart, Inc. | 10 | $1.40K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 13 | $1.82K | 0.00% | +13 | New |
| Seneschal Advisors, LLC | 13 | $1.82K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 15 | $2.10K | 0.00% | 00.0% | Unchanged |
| Networth Advisors, LLC | 15 | $2.10K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 15 | $2.10K | 0.00% | +15 | New |
| Glass Jacobson Investment Advisors llc | 16 | $2.24K | 0.00% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 16 | $2.24K | 0.00% | −33−67.3% | Reduced |
| Stone House Investment Management, LLC | 17 | $2.38K | 0.00% | +3+21.4% | Added |
| Tidemark, LLC | 18 | $2.52K | 0.00% | +5+38.5% | Added |
| Trifecta Capital Advisors, LLC | 20 | $2.80K | 0.00% | +20 | New |
| Nvest Wealth Strategies, Inc. | 21 | $2.94K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 23 | $3.23K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 24 | $3.40K | 0.00% | −91−79.1% | Reduced |
| Three Bearings Fiduciary Advisors, Inc. | 25 | $3.50K | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 25 | $3.50K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 25 | $3.50K | 0.00% | +11+78.6% | Added |
| Persistent Asset Partners Ltd | 26 | $3.64K | 0.00% | −8,213−99.7% | Reduced |
| S&T Bank | 26 | $3.64K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 26 | $3.64K | 0.00% | +9+52.9% | Added |
| Strengthening Families & Communities, LLC | 28 | $3.92K | 0.00% | +28 | New |
| Whipplewood Advisors, LLC | 29 | $4.06K | 0.00% | −192−86.9% | Reduced |
| Graney & King, LLC | 30 | $4.20K | 0.00% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 30 | $4.20K | 0.00% | +30 | New |
| Investment Counsel Co of Nevada | 30 | $4.20K | 0.01% | +30 | New |
| PayPay Securities Corp | 33 | $4.62K | 0.18% | −59−64.1% | Reduced |
| Oakmont Advisory Group, LLC | 34 | $4.70K | 0.00% | +34 | New |
| Moisand Fitzgerald Tamayo, LLC | 35 | $4.90K | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 35 | $4.90K | 0.00% | 00.0% | Unchanged |
| Align Financial, LLC | 37 | $5.18K | 0.00% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 38 | $5.32K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 38 | $5.32K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 38 | $5.32K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 39 | $5.51K | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 40 | $5.60K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 42 | $5.88K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 50 | $6.00K | 0.00% | +17+51.5% | Added |
| Comprehensive Financial Planning, Inc. | 44 | $6.16K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 45 | $6.30K | 0.00% | +19+73.1% | Added |
| WealthCollab, LLC | 46 | $6.44K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 49 | $6.86K | 0.00% | +32+188.2% | Added |
| Mechanics Financial Corp | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 51 | $7.14K | 0.00% | 00.0% | Unchanged |
| Bitterroot Capital Advisors LLC | 52 | $7.29K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 53 | $7.42K | 0.00% | +26+96.3% | Added |
| Halbert Hargrove Global Advisors, LLC | 53 | $7.43K | 0.00% | +53 | New |
| WestEnd Advisors, LLC | 60 | $8.40K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 62 | $8.68K | 0.01% | −500−89.0% | Reduced |
| Curat Global, LLC | 77 | $8.73K | 0.01% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 63 | $8.82K | 0.00% | −22−25.9% | Reduced |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 71 | $9.94K | 0.00% | +71 | New |
| Montgomery Financial Services LLC | 72 | $10.0K | 0.01% | +72 | New |
| Pinney & Scofield, Inc. | 73 | $10.2K | 0.00% | 00.0% | Unchanged |
| Harborfront Financial Group LLC | 79 | $11.1K | 0.04% | +79 | New |
| American Capital Advisory, LLC | 81 | $11.4K | 0.00% | +10+14.1% | Added |
| Alpine Bank Wealth Management | 86 | $12.0K | 0.00% | +86 | New |
| Tradewinds Capital Management, LLC | 88 | $12.3K | 0.00% | −30−25.4% | Reduced |
| BFSG, LLC | 88 | $12.3K | 0.00% | 00.0% | Unchanged |
| Benson Wealth Management INC | 90 | $12.6K | 0.01% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 91 | $12.7K | 0.00% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 94 | $13.2K | 0.01% | 00.0% | Unchanged |
| Transce3nd, LLC | 94 | $13.2K | 0.12% | −4−4.1% | Reduced |
| Sunrise Financial Services, LLC | 97 | $13.6K | 0.01% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 98 | $13.7K | 0.01% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 98 | $13.7K | 0.00% | +98 | New |
| Signature Resources Capital Management, LLC | 99 | $13.9K | 0.01% | +7+7.6% | Added |
| Torren Management, LLC | 99 | $13.9K | 0.01% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 100 | $14.0K | 0.01% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 100 | $14.0K | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 100 | $14.0K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 100 | $14.0K | 0.00% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 100 | $14.0K | 0.01% | +100 | New |
| Stance Capital LLC | 100 | $14.0K | 0.00% | +100 | New |
| Carolina Wealth Advisors, LLC | 103 | $14.4K | 0.01% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 103 | $14.4K | 0.00% | +103 | New |
| DiNuzzo Private Wealth, Inc. | 106 | $14.8K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 109 | $15.3K | 0.02% | 00.0% | Unchanged |
| Icon Advisers Inc | 110 | $15.4K | 0.00% | +110 | New |
| Burk Holdings LLC | 113 | $15.8K | 0.01% | 00.0% | Unchanged |