| McClarren Financial Advisors, Inc. | 12 | $0 | 0.00% | −66−84.6% | Reduced |
| Dogwood Wealth Management LLC | 0 | $6 | 0.00% | 0 | Unchanged |
| HWG Holdings LP | 1 | $8 | 0.00% | +1 | New |
| Clear Street LLC | 1 | $13 | 0.00% | −2−66.7% | Reduced |
| ZynergyRetirementPlanningLLC | 1 | $13 | 0.00% | +1 | New |
| Mark Sheptoff Financial Planning, LLC | 11 | $134 | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 18 | $229 | 0.00% | −2−10.0% | Reduced |
| Robbins Farley LLC | 20 | $251 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 26 | $326 | 0.00% | +1+4.0% | Added |
| Bradley & Co. Private Wealth Management, LLC | 50 | $627 | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 55 | $690 | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 64 | $803 | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 64 | $803 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 71 | $891 | 0.00% | +71 | New |
| Cypress Capital Management LLC (WY) | 72 | $903 | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 73 | $915 | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 75 | $940 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 115 | $1.00K | 0.00% | −50−30.3% | Reduced |
| JDM Financial Group LLC | 80 | $1.00K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 90 | $1.13K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 100 | $1.25K | 0.00% | −1,398−93.3% | Reduced |
| Live Oak Investment Partners | – | $1.25K | 0.00% | – | New |
| RE Dickinson Investment Advisors, LLC | 105 | $1.31K | 0.00% | +2+1.9% | Added |
| Bear Mountain Capital, Inc. | 102 | $1.43K | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 117 | $1.47K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 117 | $1.47K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 130 | $1.63K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 140 | $1.76K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 141 | $1.77K | 0.00% | +141 | New |
| Briaud Financial Planning, Inc | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 222 | $2.00K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 160 | $2.01K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 170 | $2.12K | 0.00% | −467−73.3% | Reduced |
| ZRC Wealth Management, LLC | 200 | $2.51K | 0.00% | −202−50.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 203 | $2.55K | 0.00% | −9,540−97.9% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 200 | $2.66K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 224 | $2.81K | 0.01% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 228 | $2.86K | 0.00% | −1,500−86.8% | Reduced |
| Gold Investment Management Ltd. | 229 | $2.87K | 0.00% | −1−0.4% | Reduced |
| Red Tortoise LLC | 231 | $2.90K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 275 | $3.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 250 | $3.00K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 250 | $3.13K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 262 | $3.20K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 290 | $3.64K | 0.00% | −24−7.6% | Reduced |
| WealthCollab, LLC | 300 | $3.76K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 303 | $3.81K | 0.00% | +102+50.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 304 | $3.81K | 0.00% | +13+4.5% | Added |
| PayPay Securities Corp | 305 | $3.83K | 0.32% | +2+0.7% | Added |
| Wiser Advisor Group LLC | 315 | $3.95K | 0.01% | +315 | New |
| Penserra Capital Management LLC | 327 | $4.00K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 319 | $4.00K | 0.00% | +71+28.6% | Added |
| Ritter Daniher Financial Advisory LLC | 319 | $4.00K | 0.00% | +4+1.3% | Added |
| West Oak Capital, LLC | 325 | $4.08K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 346 | $4.34K | 0.00% | −1,144−76.8% | Reduced |
| Ibex Wealth Advisors | 350 | $4.39K | 0.00% | +350 | New |
| TD Capital Management LLC | 352 | $4.42K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 359 | $4.50K | 0.00% | −441−55.1% | Reduced |
| Evermay Wealth Management LLC | 367 | $4.60K | 0.00% | +198+117.2% | Added |
| DiNuzzo Private Wealth, Inc. | 369 | $4.63K | 0.00% | +113+44.1% | Added |
| Eagle Bay Advisors LLC | 371 | $4.65K | 0.00% | 00.0% | Unchanged |
| Cultivar Capital, Inc. | 376 | $4.72K | 0.00% | +376 | New |
| Old Second National Bank of Aurora | 400 | $5.02K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 417 | $5.23K | 0.00% | +80+23.7% | Added |
| Performa Ltd (US), LLC | 426 | $5.34K | 0.00% | +5+1.2% | Added |
| Core Alternative Capital | 432 | $5.42K | 0.00% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 440 | $5.52K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 452 | $5.67K | 0.00% | +2+0.4% | Added |
| Grayhawk Investment Strategies Inc. | 468 | $5.87K | 0.03% | 00.0% | Unchanged |
| Breakwater Investment Management | 470 | $5.89K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 442 | $6.00K | 0.00% | +51+13.0% | Added |
| Hallmark Capital Management Inc | 480 | $6.03K | 0.00% | +230+92.0% | Added |
| Delos Wealth Advisors, LLC | 481 | $6.03K | 0.01% | −12−2.4% | Reduced |
| SIMA Wealth Partners, LLC | 483 | $6.06K | 0.01% | +483 | New |
| Peoples Financial Services Corp. | 500 | $6.27K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 500 | $6.27K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 500 | $6.27K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 500 | $6.27K | 0.00% | +500 | New |
| Gs Investments, Inc. | 510 | $6.39K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 523 | $6.56K | 0.00% | 00.0% | Unchanged |
| Cypress Capital, LLC | 529 | $6.63K | 0.00% | +529 | New |
| Silicon Valley Capital Partners | 541 | $6.78K | 0.00% | +7+1.3% | Added |
| Cornerstone Planning Group LLC | 705 | $6.84K | 0.00% | +196+38.5% | Added |
| Mendota Financial Group, LLC | 552 | $6.93K | 0.00% | +3+0.5% | Added |
| Ogorek Anthony Joseph | 559 | $7.00K | 0.00% | +7+1.3% | Added |
| Avion Wealth | 572 | $7.00K | 0.00% | +203+55.0% | Added |
| Triad Wealth Partners, LLC | 564 | $7.07K | 0.00% | +564 | New |
| St. Johns Investment Management Company, LLC | 565 | $7.08K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 572 | $7.17K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 597 | $7.49K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 599 | $7.51K | 0.01% | −41−6.4% | Reduced |
| Broadwater Capital Management LLC | 600 | $7.52K | 0.01% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 603 | $7.56K | 0.00% | −1,335−68.9% | Reduced |
| Pineridge Advisors LLC | 610 | $7.65K | 0.00% | −146−19.3% | Reduced |
| Aspect Partners, LLC | 623 | $7.81K | 0.00% | −70−10.1% | Reduced |
| Evolution Advisers, Inc. | 700 | $8.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 655 | $8.21K | 0.00% | −5,000−88.4% | Reduced |
| POM Investment Strategies, LLC | 684 | $8.58K | 0.01% | +684 | New |
| IAG Wealth Partners, LLC | 687 | $8.62K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 696 | $8.73K | 0.00% | 00.0% | Unchanged |