| DHJJ Financial Advisors, Ltd. | 1 | $323 | 0.00% | 00.0% | Unchanged |
| Total Investment Management Inc | 2 | $646 | 0.00% | +2 | New |
| IMA Wealth, Inc. | 2 | $646 | 0.00% | +2 | New |
| Clear Investment Research, LLC | 2 | $647 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 3 | $924 | 0.00% | +3 | New |
| Evermay Wealth Management LLC | 3 | $999 | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 5 | $1.61K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 5 | $1.61K | 0.00% | −2−28.6% | Reduced |
| Quaker Wealth Management, LLC | 5 | $1.61K | 0.00% | +5 | New |
| Marshall & Sterling Wealth Advisors Inc. | 6 | $1.94K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 6 | $1.94K | 0.00% | +6 | New |
| Parkworth Wealth Management, Inc. | 7 | $2.26K | 0.00% | +3+75.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 7 | $2.26K | 0.00% | +7 | New |
| Tidemark, LLC | 7 | $2.26K | 0.00% | −13−65.0% | Reduced |
| PayPay Securities Corp | 8 | $2.58K | 0.13% | −1−11.1% | Reduced |
| Strengthening Families & Communities, LLC | 8 | $2.58K | 0.00% | +2+33.3% | Added |
| Cedar Wealth Management, LLC | 9 | $2.90K | 0.00% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 9 | $2.90K | 0.00% | +9 | New |
| Berkshire Capital Holdings Inc | 10 | $3.23K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 10 | $3.23K | 0.00% | +4+66.7% | Added |
| Transce3nd, LLC | 11 | $3.55K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 12 | $3.87K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 14 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 13 | $4.20K | 0.00% | +6+85.7% | Added |
| Kessler Investment Group, LLC | 13 | $4.20K | 0.00% | −39−75.0% | Reduced |
| Colonial Trust Advisors | 13 | $4.20K | 0.00% | −38−74.5% | Reduced |
| Main Street Group, LTD | 13 | $4.20K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 13 | $4.20K | 0.00% | +8+160.0% | Added |
| Valued Wealth Advisors LLC | 13 | $4.20K | 0.00% | −7−35.0% | Reduced |
| SJS Investment Consulting Inc. | 14 | $4.52K | 0.00% | −10−41.7% | Reduced |
| Core Alternative Capital | 14 | $4.52K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 14 | $4.52K | 0.01% | +8+133.3% | Added |
| Caitong International Asset Management Co., Ltd | 15 | $4.84K | 0.00% | −2,231−99.3% | Reduced |
| Motco | 14 | $4.87K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 16 | $5.16K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 16 | $5.16K | 0.00% | +3+23.1% | Added |
| TFC Financial Management | 17 | $5.49K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 19 | $6.13K | 0.00% | +19 | New |
| Colonial Trust Co | 20 | $6.46K | 0.00% | −1−4.8% | Reduced |
| Kilter Group LLC | 20 | $6.46K | 0.00% | +20 | New |
| Addison Advisors LLC | 21 | $6.78K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 22 | $7.10K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 22 | $7.10K | 0.01% | +13+144.4% | Added |
| Centennial Bank | 22 | $7.10K | 0.00% | +22 | New |
| Webster Bank, N. A. | 23 | $7.42K | 0.00% | −116−83.5% | Reduced |
| Beaird Harris Wealth Management, LLC | 23 | $7.43K | 0.00% | +11+91.7% | Added |
| Godsey & Gibb Associates | 24 | $7.75K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 27 | $8.00K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 25 | $8.07K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 25 | $8.38K | 0.00% | −42−62.7% | Reduced |
| True Wealth Design, LLC | 27 | $8.57K | 0.00% | +9+50.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 28 | $9.04K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 28 | $9.04K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 28 | $9.04K | 0.01% | +11+64.7% | Added |
| Paladin Advisory Group, LLC | 29 | $9.36K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 31 | $10.0K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 31 | $10.0K | 0.00% | +30+3,000.0% | Added |
| Caldwell Sutter Capital, Inc. | 32 | $10.3K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 32 | $10.4K | 0.00% | 00.0% | Unchanged |
| Putney Financial Group LLC | 33 | $10.7K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 33 | $10.7K | 0.00% | +33 | New |
| WFA of San Diego, LLC | 35 | $11.3K | 0.01% | +35 | New |
| Tower View Investment Management & Research LLC | 35 | $11.4K | 0.01% | −5−12.5% | Reduced |
| Walleye Capital LLC | 36 | $11.6K | 0.00% | −7,903−99.5% | Reduced |
| Thompson Investment Management, Inc. | 36 | $11.6K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 37 | $11.9K | 0.01% | +17+85.0% | Added |
| Legacy Investment Solutions, LLC | 37 | $11.9K | 0.01% | +37 | New |
| Semmax Financial Advisors Inc. | 36 | $12.0K | 0.00% | −2−5.3% | Reduced |
| Raffa Wealth Management, LLC | 38 | $12.3K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 40 | $12.8K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 41 | $12.8K | 0.01% | +39+1,950.0% | Added |
| Highline Wealth Partners LLC | 42 | $13.6K | 0.00% | −3−6.7% | Reduced |
| Cherry Tree Wealth Management, LLC | 47 | $15.3K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 50 | $15.4K | 0.00% | +50 | New |
| FWL Investment Management, LLC | 50 | $16.1K | 0.00% | −30−37.5% | Reduced |
| Pingora Partners LLC | 50 | $16.1K | 0.01% | 00.0% | Unchanged |
| Banque Transatlantique SA | 50 | $16.2K | 0.00% | −130−72.2% | Reduced |
| Abound Wealth Management | 52 | $16.8K | 0.00% | +4+8.3% | Added |
| Hopwood Financial Services, Inc. | 56 | $18.1K | 0.01% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 56 | $18.1K | 0.01% | +4+7.7% | Added |
| Indiana Trust & Investment Management CO | 58 | $18.7K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 58 | $18.7K | 0.01% | 00.0% | Unchanged |
| JDM Financial Group LLC | 58 | $18.7K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 60 | $19.0K | 0.01% | +14+30.4% | Added |
| Olistico Wealth, LLC | 59 | $19.0K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 61 | $19.7K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 61 | $19.7K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 61 | $19.8K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 62 | $20.0K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 63 | $20.3K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 64 | $20.7K | 0.00% | +59+1,180.0% | Added |
| Roble, Belko & Company, Inc | 66 | $21.0K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 66 | $21.0K | 0.02% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 66 | $21.3K | 0.00% | −3,334−98.1% | Reduced |
| Piscataqua Savings Bank | 66 | $21.3K | 0.02% | 00.0% | Unchanged |
| Robinswood Financial LLC | 66 | $21.3K | 0.01% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 67 | $21.6K | 0.01% | +67 | New |
| FSA Wealth Management LLC | 68 | $21.9K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 68 | $22.1K | 0.00% | −104−60.5% | Reduced |
| Avion Wealth | 76 | $24.0K | 0.01% | +25+49.0% | Added |