| Evolution Advisers, Inc. | 4 | $0 | 0.00% | +4 | New |
| Point Nemo Capital, LLC | 0 | $68 | 0.00% | 0 | New |
| Vima LLC | 2 | $286 | 0.00% | +2 | New |
| Maryland Capital Advisors Inc. | 2 | $287 | 0.00% | +2 | New |
| City State Bank | 3 | $429 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 4 | $573 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 5 | $716 | 0.00% | −180−97.3% | Reduced |
| Central Pacific Bank - Trust Division | 5 | $716 | 0.00% | +5 | New |
| Atlantic Private Wealth, LLC | 5 | $719 | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 5 | $719 | 0.00% | +5 | New |
| Lloyd Advisory Services, LLC. | 5 | $762 | 0.00% | −4,482−99.9% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 5 | $774 | 0.00% | +5 | New |
| Seneschal Advisors, LLC | 6 | $859 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 6 | $859 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 11 | $1.00K | 0.00% | +11 | New |
| Luminist Capital LLC | 7 | $1.00K | 0.00% | +7 | New |
| Sunrise Financial Services, LLC | 10 | $1.43K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 12 | $1.68K | 0.00% | +6+100.0% | Added |
| Retirement Wealth Solutions LLC | 12 | $1.72K | 0.00% | +7+140.0% | Added |
| Silicon Valley Capital Partners | 14 | $2.02K | 0.00% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 15 | $2.09K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 17 | $2.43K | 0.00% | +1+6.3% | Added |
| GoalVest Advisory LLC | 17 | $2.43K | 0.00% | +17 | New |
| Burk Holdings LLC | 19 | $2.72K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 25 | $3.58K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 25 | $3.58K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 26 | $3.72K | 0.00% | +26 | New |
| HFM Investment Advisors, LLC | 27 | $3.87K | 0.00% | +16+145.5% | Added |
| Friedenthal Financial | 27 | $3.88K | 0.00% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 30 | $4.17K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 32 | $4.58K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 32 | $4.58K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 34 | $4.87K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 35 | $5.01K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 39 | $5.58K | 0.00% | +36+1,200.0% | Added |
| IAG Wealth Partners, LLC | 40 | $5.73K | 0.00% | −136−77.3% | Reduced |
| Penserra Capital Management LLC | 48 | $6.00K | 0.00% | +3+6.7% | Added |
| Imprint Wealth LLC | 42 | $6.01K | 0.02% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 51 | $6.68K | 0.00% | 00.0% | Unchanged |
| NorthAvenue LLC | 48 | $6.87K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 50 | $7.16K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 51 | $7.30K | 0.01% | 00.0% | Unchanged |
| S&T Bank | 51 | $7.30K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 52 | $7.44K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 53 | $7.59K | 0.00% | −16−23.2% | Reduced |
| Principia Wealth Advisory, LLC | 54 | $7.73K | 0.00% | +24+80.0% | Added |
| Creative Capital Management Investments LLC | 55 | $7.87K | 0.00% | +45+450.0% | Added |
| WealthCollab, LLC | 55 | $7.87K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 60 | $8.59K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 60 | $8.59K | 0.00% | +12+25.0% | Added |
| Aspect Partners, LLC | 61 | $8.73K | 0.00% | +53+662.5% | Added |
| Evolution Wealth Management Inc. | 62 | $8.88K | 0.01% | +12+24.0% | Added |
| Tower View Investment Management & Research LLC | 63 | $9.02K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 65 | $9.30K | 0.01% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 67 | $9.59K | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 68 | $9.73K | 0.01% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 20,410 | $9.81K | 0.00% | +1,018+5.2% | Added |
| Napier Financial, LLC | 69 | $9.88K | 0.00% | −1−1.4% | Reduced |
| Marshall Investment Management, LLC | 70 | $10.0K | 0.00% | +70 | New |
| Vega Investment Solutions | 71 | $10.2K | 0.00% | +71 | New |
| Hager Investment Management Services, LLC | 72 | $10.3K | 0.00% | +13+22.0% | Added |
| Riverview Trust Co | 73 | $10.4K | 0.01% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 73 | $10.4K | 0.01% | +27+58.7% | Added |
| Miller Wealth Advisors, LLC | 75 | $10.7K | 0.00% | 00.0% | Unchanged |
| Advantage Trust Co | 75 | $10.7K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 75 | $10.7K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 76 | $10.9K | 0.00% | +5+7.0% | Added |
| TSFG, LLC | 78 | $11.0K | 0.00% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 81 | $11.6K | 0.01% | +81 | New |
| Bay Harbor Wealth Management, LLC | 83 | $11.9K | 0.00% | +20+31.7% | Added |
| Financial Management Professionals, Inc. | 86 | $12.3K | 0.00% | +38+79.2% | Added |
| Kilter Group LLC | 88 | $12.6K | 0.00% | +14+18.9% | Added |
| Quest 10 Wealth Builders, Inc. | 90 | $12.9K | 0.01% | −3−3.2% | Reduced |
| Commonwealth Retirement Investments LLC | 92 | $13.2K | 0.00% | +92 | New |
| Pinney & Scofield, Inc. | 95 | $13.6K | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 97 | $13.9K | 0.01% | +97 | New |
| Newbridge Financial Services Group, Inc. | 100 | $14.3K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 100 | $14.3K | 0.00% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 100 | $14.3K | 0.01% | +100 | New |
| Stance Capital LLC | 100 | $14.3K | 0.00% | +100 | New |
| Global Trust Asset Management, LLC | 102 | $14.6K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 103 | $14.7K | 0.01% | +21+25.6% | Added |
| 10Elms LLP | 103 | $14.7K | 0.01% | +103 | New |
| Morgan Dempsey Capital Management LLC | 105 | $15.0K | 0.01% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 107 | $15.3K | 0.00% | −34−24.1% | Reduced |
| Smallwood Wealth Investment Management, LLC | 108 | $15.5K | 0.01% | 00.0% | Unchanged |
| Rexford Capital Inc | 109 | $15.6K | 0.01% | +21+23.9% | Added |
| Tradewinds Capital Management, LLC | 111 | $15.9K | 0.00% | −170−60.5% | Reduced |
| Joseph Group Capital Management | 113 | $16.2K | 0.00% | +6+5.6% | Added |
| Cornerstone Financial Management LLC | 113 | $16.2K | 0.01% | +21+22.8% | Added |
| Torren Management, LLC | 115 | $16.4K | 0.01% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 115 | $16.5K | 0.00% | +21+22.3% | Added |
| Avion Wealth | 122 | $17.0K | 0.00% | +19+18.4% | Added |
| Bare Financial Services, Inc | 120 | $17.2K | 0.00% | +55+84.6% | Added |
| Essential Partners LLC | 120 | $17.2K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 122 | $17.5K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 127 | $17.5K | 0.01% | 00.0% | Unchanged |
| Harborfront Financial Group LLC | 126 | $18.0K | 0.07% | +126 | New |
| Cape Investment Advisory, Inc. | 129 | $18.5K | 0.00% | +129 | New |
| Clear Street Markets LLC | 130 | $18.6K | 0.00% | +38+41.3% | Added |