| VitalStone Financial, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 0 | $2 | 0.00% | −849−100.0% | Reduced |
| Dogwood Wealth Management LLC | 0 | $7 | 0.00% | 0 | New |
| Tfo-TDC, LLC | 8 | $439 | 0.00% | −3−27.3% | Reduced |
| Highline Wealth Partners LLC | 11 | $612 | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 14 | $768 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 14 | $768 | 0.00% | +14 | New |
| ClariVest Asset Management LLC | 15 | $828 | 0.00% | +4+36.4% | Added |
| Foster Dykema Cabot & Partners, LLC | 16 | $877 | 0.00% | +16 | New |
| Kayne Anderson Rudnick Investment Management LLC | 21 | $1.15K | 0.00% | +3+16.7% | Added |
| Arlington Trust Co LLC | 24 | $1.32K | 0.00% | +24 | New |
| VisionPoint Advisory Group, LLC | 27 | $1.48K | 0.00% | −242−90.0% | Reduced |
| Red Tortoise LLC | 29 | $1.59K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 30 | $1.65K | 0.00% | +30 | New |
| Richard W. Paul & Associates, LLC | 32 | $1.75K | 0.00% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 32 | $1.75K | 0.00% | +32 | New |
| Global Financial Private Client, LLC | 33 | $1.81K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 36 | $1.99K | 0.00% | −8−18.2% | Reduced |
| Guardian Wealth Management, Inc. | 37 | $2.01K | 0.00% | +37 | New |
| Tucker Asset Management LLC | 37 | $2.03K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 40 | $2.19K | 0.00% | −22−35.5% | Reduced |
| Winthrop Capital Management, LLC | 41 | $2.25K | 0.00% | +41 | New |
| Rocky Mountain Advisers, LLC | 42 | $2.30K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 42 | $2.30K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 42 | $2.30K | 0.00% | +42 | New |
| Gold Investment Management Ltd. | 42 | $2.30K | 0.00% | +42 | New |
| Hallmark Capital Management Inc | 43 | $2.36K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 44 | $2.40K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 44 | $2.41K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 45 | $2.48K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 48 | $2.63K | 0.00% | −350−87.9% | Reduced |
| O'Dell Group, LLC | 50 | $2.74K | 0.00% | +50 | New |
| DB Wealth Management Group, LLC | 51 | $2.80K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 51 | $2.80K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 52 | $2.87K | 0.00% | +52 | New |
| Tidemark, LLC | 53 | $2.91K | 0.00% | +53 | New |
| PrairieView Partners, LLC | 47 | $3.00K | 0.00% | 00.0% | Unchanged |
| Long Island Wealth Management, Inc. | 61 | $3.00K | 0.00% | +61 | New |
| Eukles Asset Management | 55 | $3.02K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 65 | $3.56K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 66 | $3.62K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 71 | $3.89K | 0.00% | −575−89.0% | Reduced |
| Centerpoint Advisors, LLC | 64 | $4.00K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 76 | $4.19K | 0.21% | +25+49.0% | Added |
| Nordwand Advisors, LLC | 77 | $4.22K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 82 | $4.37K | 0.00% | +1+1.2% | Added |
| M&R Capital Management Inc | 81 | $4.42K | 0.00% | +1+1.3% | Added |
| Assetmark, Inc | 82 | $4.50K | 0.00% | +69+530.8% | Added |
| Atlantic Edge Private Wealth Management, LLC | 82 | $4.50K | 0.00% | +82 | New |
| Global Wealth Strategies & Associates | 84 | $4.61K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 86 | $4.72K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 97 | $5.00K | 0.00% | +1+1.0% | Added |
| Valued Wealth Advisors LLC | 97 | $5.02K | 0.00% | +97 | New |
| NewSquare Capital LLC | 95 | $5.21K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 97 | $5.32K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 97 | $5.35K | 0.00% | +97 | New |
| Provence Wealth Management Group | 100 | $5.48K | 0.00% | −4,201−97.7% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 100 | $5.48K | 0.00% | +100 | New |
| Tennessee Valley Asset Management Partners | 101 | $5.54K | 0.00% | +101 | New |
| West Branch Capital LLC | 106 | $5.81K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 107 | $5.88K | 0.00% | +1+0.9% | Added |
| Glass Jacobson Investment Advisors llc | 111 | $6.08K | 0.00% | +2+1.8% | Added |
| Aspect Partners, LLC | 112 | $6.14K | 0.00% | +112 | New |
| Planning Capital Management Corp | 113 | $6.20K | 0.00% | +113 | New |
| Lee Financial Co | 114 | $6.25K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 115 | $6.31K | 0.00% | −245−68.1% | Reduced |
| Mascoma Wealth Management LLC | 116 | $6.36K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 120 | $6.58K | 0.00% | −658−84.6% | Reduced |
| Stephenson National Bank & Trust | 122 | $6.69K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 132 | $7.00K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 129 | $7.00K | 0.00% | +7+5.7% | Added |
| Spectrum Wealth Counsel, LLC | 128 | $7.02K | 0.00% | +128 | New |
| Ruedi Wealth Management, Inc. | 133 | $7.29K | 0.00% | 00.0% | Unchanged |
| Livelsberger Financial Advisory | 136 | $7.46K | 0.01% | +136 | New |
| Core Wealth Advisors, Inc. | 139 | $7.62K | 0.00% | −2,097−93.8% | Reduced |
| Cedar Wealth Management, LLC | 142 | $7.79K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 142 | $7.79K | 0.01% | +142 | New |
| Dynamic Wealth Strategies, LLC | 142 | $7.79K | 0.01% | +142 | New |
| Grayhawk Investment Strategies Inc. | 144 | $7.90K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 152 | $8.35K | 0.00% | +38+33.3% | Added |
| General Partner, Inc. | 159 | $8.72K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 164 | $8.99K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 178 | $9.76K | 0.00% | +2+1.1% | Added |
| Tradewinds Capital Management, LLC | 192 | $10.5K | 0.00% | 00.0% | Unchanged |
| Studio Investment Management LLC | 192 | $10.5K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 213 | $10.7K | 0.00% | −538−71.6% | Reduced |
| Criterion Capital Advisors, LLC | 200 | $11.0K | 0.01% | +200 | New |
| Main Street Group, LTD | 200 | $11.0K | 0.00% | +200 | New |
| Pineridge Advisors LLC | 200 | $11.0K | 0.00% | +200 | New |
| JTC Employer Solutions Trusteee Ltd | 207 | $11.0K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 207 | $11.3K | 0.01% | +2+1.0% | Added |
| Fairman Group, LLC | 213 | $11.7K | 0.01% | +213 | New |
| GW&K Investment Management, LLC | 222 | $12.0K | 0.00% | −3−1.3% | Reduced |
| Ulland Investment Advisors, LLC | 225 | $12.0K | 0.01% | 00.0% | Unchanged |
| Close Asset Management Ltd | 210 | $12.0K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 219 | $12.0K | 0.00% | −43−16.4% | Reduced |
| Bell Investment Advisors, Inc | 222 | $12.2K | 0.00% | −10−4.3% | Reduced |
| Boyd Watterson Asset Management LLC | 223 | $12.2K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 224 | $12.3K | 0.00% | 00.0% | Unchanged |
| LM Advisors LLC | 225 | $12.3K | 0.00% | +225 | New |