| Evolution Advisers, Inc. | 2 | $0 | 0.00% | +2 | New |
| McClarren Financial Advisors, Inc. | 290 | $1 | 0.00% | +285+5,700.0% | Added |
| Dogwood Wealth Management LLC | 0 | $9 | 0.00% | 0 | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | $198 | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 1 | $291 | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 2 | $580 | 0.00% | +2 | New |
| Horizon Financial Services, LLC | 3 | $870 | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 3 | $870 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 3 | $871 | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 2 | $1.00K | 0.00% | +2 | New |
| Hollencrest Capital Management | 6 | $1.74K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 6 | $1.74K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 6 | $1.74K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 6 | $2.00K | 0.00% | +6 | New |
| DiNuzzo Private Wealth, Inc. | 8 | $2.32K | 0.00% | +2+33.3% | Added |
| FPC Investment Advisory, Inc. | 8 | $2.34K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 9 | $2.61K | 0.00% | −21−70.0% | Reduced |
| Tortoise Investment Management, LLC | 10 | $2.90K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 11 | $3.23K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 12 | $3.48K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 12 | $3.48K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 12 | $3.48K | 0.00% | +12 | New |
| EnRich Financial Partners LLC | 12 | $3.48K | 0.00% | +12 | New |
| First Community Trust NA | 13 | $3.77K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 14 | $4.06K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 14 | $4.06K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 14 | $4.06K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 14 | $4.06K | 0.00% | +14 | New |
| IAG Wealth Partners, LLC | 15 | $4.35K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 15 | $4.35K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 17 | $4.93K | 0.00% | 00.0% | Unchanged |
| SWS Partners | 19 | $5.51K | 0.00% | +19 | New |
| Ibex Wealth Advisors | 20 | $5.80K | 0.00% | −8,378−99.8% | Reduced |
| Emfo, LLC | 20 | $5.92K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 21 | $6.09K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 22 | $6.25K | 0.00% | +15+214.3% | Added |
| Vermillion & White Wealth Management Group, LLC | 22 | $6.38K | 0.00% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 24 | $6.96K | 0.00% | +24 | New |
| Country Trust Bank | 25 | $7.25K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 25 | $7.25K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 27 | $7.92K | 0.00% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 31 | $8.00K | 0.01% | −29−48.3% | Reduced |
| Avion Wealth | 31 | $8.00K | 0.00% | +4+14.8% | Added |
| Delos Wealth Advisors, LLC | 28 | $8.12K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 29 | $8.41K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 29 | $8.41K | 0.00% | +29 | New |
| Caitlin John, LLC | 33 | $9.55K | 0.01% | −1,309−97.5% | Reduced |
| Red Tortoise LLC | 34 | $9.87K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 37 | $10.7K | 0.00% | −18−32.7% | Reduced |
| Abich Financial Wealth Management LLC | 38 | $11.0K | 0.01% | +12+46.2% | Added |
| SOA Wealth Advisors, LLC. | 38 | $11.0K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 40 | $11.5K | 0.00% | +1+2.6% | Added |
| HGK Asset Management Inc | 40 | $11.6K | 0.00% | +40 | New |
| Fairway Wealth LLC | 41 | $11.9K | 0.01% | +41 | New |
| Center for Financial Planning, Inc. | 42 | $12.2K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 46 | $13.3K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 47 | $13.6K | 0.00% | +18+62.1% | Added |
| Highline Wealth Partners LLC | 47 | $13.6K | 0.01% | +41+683.3% | Added |
| Ruedi Wealth Management, Inc. | 48 | $13.9K | 0.01% | +31+182.4% | Added |
| Valley National Advisers Inc | 51 | $14.0K | 0.00% | −4−7.3% | Reduced |
| Cranbrook Wealth Management, LLC | 50 | $14.5K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 54 | $15.7K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 55 | $16.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 55 | $16.0K | 0.00% | +2+3.8% | Added |
| Northwest Capital Management Inc | 55 | $16.1K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 58 | $16.8K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 57 | $16.9K | 0.01% | +57 | New |
| Signature Resources Capital Management, LLC | 59 | $17.1K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 61 | $17.7K | 0.00% | −341−84.8% | Reduced |
| Cedar Wealth Management, LLC | 61 | $17.7K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 61 | $17.7K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 61 | $17.7K | 0.01% | +5+8.9% | Added |
| PrairieView Partners, LLC | 63 | $18.0K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 63 | $18.3K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 63 | $18.3K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 63 | $18.3K | 0.01% | +27+75.0% | Added |
| Perkins Coie Trust Co | 65 | $18.9K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 67 | $19.4K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 68 | $19.7K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 69 | $20.0K | 0.00% | −19−21.6% | Reduced |
| Game Plan Financial Advisors, LLC | 70 | $20.3K | 0.01% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 70 | $20.3K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 70 | $20.3K | 0.01% | −93−57.1% | Reduced |
| Salomon & Ludwin, LLC | 71 | $20.6K | 0.00% | −47−39.8% | Reduced |
| POM Investment Strategies, LLC | 71 | $20.6K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 72 | $20.9K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 79 | $22.9K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 79 | $22.9K | 0.01% | +6+8.2% | Added |
| Clarity Asset Management, Inc. | 80 | $23.2K | 0.02% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 80 | $23.2K | 0.01% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 80 | $23.2K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 81 | $23.5K | 0.01% | −6−6.9% | Reduced |
| REAP Financial Group, LLC | 84 | $24.3K | 0.01% | −9−9.7% | Reduced |
| William B. Walkup & Associates, Inc. | 84 | $24.4K | 0.02% | +84 | New |
| Aspect Partners, LLC | 85 | $24.7K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 85 | $25.0K | 0.00% | +8+10.4% | Added |
| Slocum, Gordon & Co LLP | 86 | $25.0K | 0.02% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 87 | $25.2K | 0.01% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 87 | $25.2K | 0.04% | 00.0% | Unchanged |
| St Germain D J Co Inc | 88 | $25.5K | 0.00% | −31−26.1% | Reduced |