| Activest Wealth Management | 2 | $115 | 0.00% | +2 | New |
| Ruedi Wealth Management, Inc. | 3 | $172 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 3 | $172 | 0.00% | +3 | New |
| Chesapeake Asset Management LLC | 5 | $286 | 0.00% | +5 | New |
| Ancora Advisors, LLC | 5 | $287 | 0.00% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 6 | $344 | 0.00% | +6 | New |
| Caitong International Asset Management Co., Ltd | 6 | $344 | 0.00% | +6 | New |
| Cherry Tree Wealth Management, LLC | 8 | $460 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 12 | $689 | 0.00% | +12 | New |
| Bruce G. Allen Investments, LLC | 14 | $803 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 14 | $803 | 0.00% | +14 | New |
| Migdal Insurance & Financial Holdings Ltd. | 17 | $1.00K | 0.00% | +17 | New |
| BOK Financial Private Wealth, Inc. | 18 | $1.03K | 0.00% | +18 | New |
| Principia Wealth Advisory, LLC | 19 | $1.09K | 0.00% | +19 | New |
| MCF Advisors LLC | 20 | $1.15K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 20 | $1.15K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 20 | $1.15K | 0.00% | +20 | New |
| Highline Wealth Partners LLC | 24 | $1.38K | 0.00% | +19+380.0% | Added |
| Tanglewood Legacy Advisors, LLC | 28 | $1.61K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 32 | $1.84K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 44 | $2.00K | 0.00% | +44 | New |
| WealthTrak Capital Management LLC | 35 | $2.01K | 0.00% | +35 | New |
| Richardson Financial Services Inc. | 36 | $2.07K | 0.00% | −52−59.1% | Reduced |
| Crowley Wealth Management, Inc. | 36 | $2.07K | 0.00% | +36 | New |
| Plato Investment Management Ltd | 36 | $2.07K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 39 | $2.24K | 0.00% | +39 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 40 | $2.30K | 0.00% | −50−55.6% | Reduced |
| HighMark Wealth Management LLC | 40 | $2.30K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 42 | $2.41K | 0.00% | −24−36.4% | Reduced |
| Redwood Park Advisors LLC | 44 | $2.53K | 0.00% | +44 | New |
| Fairman Group, LLC | 48 | $2.75K | 0.00% | −48−50.0% | Reduced |
| Sachetta, LLC | 48 | $2.75K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 53 | $3.04K | 0.00% | +53 | New |
| Solstein Capital, LLC | 56 | $3.21K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 56 | $3.21K | 0.00% | +56 | New |
| Rogco, LP | 60 | $3.44K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 64 | $3.67K | 0.00% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 64 | $3.67K | 0.00% | +64 | New |
| WR Wealth Planners, LLC | 65 | $3.73K | 0.00% | +20+44.4% | Added |
| NewSquare Capital LLC | 66 | $3.79K | 0.00% | +66 | New |
| Global Financial Private Client, LLC | 70 | $4.02K | 0.00% | +18+34.6% | Added |
| Millstone Evans Group, LLC | 72 | $4.13K | 0.00% | +72 | New |
| Sittner & Nelson, LLC | 74 | $4.25K | 0.00% | +74 | New |
| South Plains Financial, Inc. | 80 | $4.59K | 0.00% | +80 | New |
| Caitlin John, LLC | 80 | $4.59K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 80 | $4.59K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 80 | $4.59K | 0.00% | +80 | New |
| Creekmur Asset Management LLC | 82 | $4.71K | 0.00% | −64−43.8% | Reduced |
| High Note Wealth, LLC | 84 | $4.82K | 0.00% | +84 | New |
| Synergy Financial Management, LLC | 93 | $4.87K | 0.00% | +93 | New |
| Rakuten Securities, Inc. | 85 | $4.88K | 0.00% | −98−53.6% | Reduced |
| Whipplewood Advisors, LLC | 85 | $4.88K | 0.00% | +85 | New |
| Close Asset Management Ltd | 84 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 88 | $5.05K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 92 | $5.28K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 92 | $5.28K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 93 | $5.34K | 0.00% | +1+1.1% | Added |
| Concord Wealth Partners | 110 | $6.31K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 122 | $7.00K | 0.00% | −1−0.8% | Reduced |
| Frazier Financial Advisors, LLC | 126 | $7.33K | 0.01% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 128 | $7.35K | 0.01% | +128 | New |
| FSA Wealth Management LLC | 132 | $7.58K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 135 | $7.75K | 0.02% | +135 | New |
| Atlas Capital Advisors LLC | 136 | $7.80K | 0.00% | +136 | New |
| Archer Investment Corp | 140 | $8.04K | 0.00% | 00.0% | Unchanged |
| FPC Investment Advisory, Inc. | 144 | $8.34K | 0.01% | +144 | New |
| Cullen/Frost Bankers, Inc. | 156 | $8.95K | 0.00% | −56−26.4% | Reduced |
| Capital Advisors, Ltd. LLC | 161 | $9.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 170 | $9.00K | 0.00% | +11+6.9% | Added |
| Motco | 160 | $9.18K | 0.00% | −10,232−98.5% | Reduced |
| Stuart Chaussee & Associates, Inc. | 160 | $9.18K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 162 | $9.30K | 0.01% | +34+26.6% | Added |
| Hurley Capital, LLC | 160 | $9.39K | 0.01% | +160 | New |
| Abound Wealth Management | 170 | $9.76K | 0.00% | −16−8.6% | Reduced |
| Raffa Wealth Management, LLC | 172 | $9.87K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 175 | $10.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 180 | $10.3K | 0.00% | −6,372−97.3% | Reduced |
| New Wave Wealth Advisors LLC | 183 | $10.5K | 0.00% | +183 | New |
| Carolina Wealth Advisors, LLC | 198 | $11.4K | 0.01% | 00.0% | Unchanged |
| City State Bank | 200 | $11.5K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 200 | $11.5K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 208 | $12.0K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 213 | $12.2K | 0.01% | +41+23.8% | Added |
| Cranbrook Wealth Management, LLC | 217 | $12.5K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 220 | $12.6K | 0.00% | +188+587.5% | Added |
| Kiely Wealth Advisory Group, Inc. | 216 | $12.7K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 222 | $12.7K | 0.00% | +222 | New |
| Geneos Wealth Management Inc. | 240 | $13.8K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 254 | $14.6K | 0.01% | +10+4.1% | Added |
| LRI Investments, LLC | 257 | $14.7K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 260 | $14.9K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 266 | $15.3K | 0.00% | −186−41.2% | Reduced |
| Key Financial Inc | 281 | $16.1K | 0.00% | +157+126.6% | Added |
| Private Wealth Management Group, LLC | 284 | $16.3K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 290 | $16.6K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 300 | $17.2K | 0.00% | −500−62.5% | Reduced |
| Evelyn Partners Investment Management LLP | 300 | $17.2K | 0.00% | +300 | New |
| Arlington Trust Co LLC | 304 | $17.4K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 310 | $17.8K | 0.03% | −2,110−87.2% | Reduced |
| Grove Bank & Trust | 320 | $18.4K | 0.00% | +76+31.1% | Added |