| Close Asset Management Ltd | 80 | $0 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 1 | $90 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 2 | $178 | 0.00% | −293−99.3% | Reduced |
| Rakuten Securities, Inc. | 2 | $178 | 0.00% | −1−33.3% | Reduced |
| NBC Securities, Inc. | 2 | $256 | 0.02% | −3,248−99.9% | Reduced |
| Crewe Advisors LLC | 4 | $357 | 0.00% | +4 | New |
| Parkworth Wealth Management, Inc. | 4 | $357 | 0.00% | +4 | New |
| Redwood Park Advisors LLC | 4 | $357 | 0.00% | +4 | New |
| NVWM, LLC | 5 | $446 | 0.00% | −5−50.0% | Reduced |
| Atlas Capital Advisors LLC | 5 | $446 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 5 | $446 | 0.00% | +5 | New |
| WealthTrak Capital Management LLC | 5 | $447 | 0.00% | +5 | New |
| Winnow Wealth LLC | 6 | $486 | 0.00% | +6 | New |
| Creekmur Asset Management LLC | 6 | $535 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 6 | $535 | 0.00% | +6 | New |
| Winch Advisory Services, LLC | 9 | $803 | 0.00% | +9 | New |
| Lee Danner & Bass Inc | 10 | $892 | 0.00% | +10 | New |
| Trifecta Capital Advisors, LLC | 11 | $982 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 12 | $1.07K | 0.00% | −598−98.0% | Reduced |
| Highline Wealth Partners LLC | 12 | $1.07K | 0.00% | +4+50.0% | Added |
| Legacy Investment Solutions, LLC | 16 | $1.54K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 16 | $1.54K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 18 | $1.61K | 0.00% | +18 | New |
| Caitlin John, LLC | 19 | $1.69K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 20 | $1.78K | 0.00% | −26−56.5% | Reduced |
| SJS Investment Consulting Inc. | 20 | $1.78K | 0.00% | −4−16.7% | Reduced |
| St. Johns Investment Management Company, LLC | 20 | $1.78K | 0.00% | 00.0% | Unchanged |
| Roxbury Financial LLC | 18 | $1.82K | 0.00% | +18 | New |
| Carolinas Wealth Consulting LLC | 22 | $1.96K | 0.00% | +13+144.4% | Added |
| Pacific Capital Wealth Advisors, Inc | 25 | $2.23K | 0.00% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 22 | $2.29K | 0.00% | +22 | New |
| Eagle Bay Advisors LLC | 26 | $2.32K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 26 | $2.33K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 34 | $3.03K | 0.00% | +6+21.4% | Added |
| Decker Retirement Planning Inc. | 35 | $3.12K | 0.00% | +35 | New |
| Plante Moran Financial Advisors, LLC | 36 | $3.21K | 0.00% | +36 | New |
| Kiely Wealth Advisory Group, Inc. | 36 | $3.48K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 40 | $3.57K | 0.00% | +7+21.2% | Added |
| Pacifica Partners Inc. | 44 | $3.92K | 0.00% | −3−6.4% | Reduced |
| Bellevue Asset Management, LLC | 50 | $4.46K | 0.00% | +50 | New |
| Godsey & Gibb Associates | 50 | $4.46K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 50 | $4.46K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 50 | $4.46K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 51 | $4.55K | 0.00% | 00.0% | Unchanged |
| Putney Financial Group LLC | 55 | $4.91K | 0.00% | +55 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 56 | $5.00K | 0.01% | +56 | New |
| New Millennium Group LLC | 58 | $5.17K | 0.00% | +58 | New |
| BankPlus Trust Department | 63 | $5.62K | 0.00% | +63 | New |
| Atala Financial Inc | 63 | $5.62K | 0.00% | +63 | New |
| Frazier Financial Advisors, LLC | 64 | $5.71K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 69 | $6.20K | 0.00% | +69 | New |
| Cassady Schiller Wealth Management, LLC | 72 | $6.42K | 0.00% | +20+38.5% | Added |
| Anfield Capital Management, LLC | 75 | $6.69K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 76 | $6.78K | 0.00% | +76 | New |
| Hemington Wealth Management | 88 | $7.00K | 0.00% | +7+8.6% | Added |
| Stephenson National Bank & Trust | 80 | $7.14K | 0.00% | −50−38.5% | Reduced |
| Hopwood Financial Services, Inc. | 80 | $7.15K | 0.01% | +80 | New |
| Salomon & Ludwin, LLC | 81 | $7.23K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 81 | $7.23K | 0.01% | +81 | New |
| Financial Management Professionals, Inc. | 86 | $7.67K | 0.00% | +8+10.3% | Added |
| Dunhill Financial, LLC | 90 | $8.05K | 0.00% | +18+25.0% | Added |
| Abound Wealth Management | 92 | $8.22K | 0.00% | +1+1.1% | Added |
| Kennebec Savings Bank | 94 | $8.32K | 0.01% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 93 | $8.33K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 98 | $8.74K | 0.00% | +42+75.0% | Added |
| Coppell Advisory Solutions LLC | 100 | $8.92K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 100 | $8.92K | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 100 | $8.92K | 0.01% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 100 | $8.92K | 0.00% | 00.0% | Unchanged |
| Measured Risk Portfolios, Inc. | 100 | $8.92K | 0.01% | +100 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 104 | $9.28K | 0.00% | −136−56.7% | Reduced |
| Bogart Wealth, LLC | 107 | $9.51K | 0.00% | +1+0.9% | Added |
| First Command Advisory Services, Inc. | 110 | $9.81K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 117 | $10.0K | 0.00% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 120 | $10.0K | 0.00% | +120 | New |
| Tradewinds Capital Management, LLC | 114 | $10.1K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 125 | $11.2K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 126 | $11.3K | 0.01% | +126 | New |
| Fairscale Capital, LLC | 129 | $11.5K | 0.01% | 00.0% | Unchanged |
| First Pacific Financial | 131 | $11.7K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 139 | $12.4K | 0.00% | −28−16.8% | Reduced |
| Horizon Bancorp Inc | 144 | $13.0K | 0.01% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 150 | $13.4K | 0.01% | +150 | New |
| Curio Wealth, LLC | 150 | $13.4K | 0.01% | +150 | New |
| Medallion Wealth Advisors, LLC | 151 | $13.7K | 0.01% | +151 | New |
| DHJJ Financial Advisors, Ltd. | 153 | $13.7K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 155 | $13.8K | 0.00% | +31+25.0% | Added |
| Sachetta, LLC | 156 | $13.9K | 0.01% | +56+56.0% | Added |
| Sugarloaf Wealth Management, LLC | 163 | $14.5K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 165 | $14.7K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 175 | $15.6K | 0.01% | +175 | New |
| WealthCollab, LLC | 176 | $15.7K | 0.01% | +141+402.9% | Added |
| Bell Investment Advisors, Inc | 180 | $16.1K | 0.00% | +48+36.4% | Added |
| Cary Street Partner Investment Advisory LLC | 185 | $16.5K | 0.01% | −18,163−99.0% | Reduced |
| Meeder Asset Management Inc | 185 | $16.5K | 0.00% | +185 | New |
| Stonebridge Financial Group, LLC | 187 | $16.7K | 0.00% | +187 | New |
| Glass Jacobson Investment Advisors llc | 197 | $17.6K | 0.01% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 200 | $17.8K | 0.01% | 00.0% | Unchanged |
| JDM Financial Group LLC | 200 | $17.8K | 0.01% | −12−5.7% | Reduced |
| Capital & Planning, LLC | 200 | $17.8K | 0.01% | +200 | New |