| Navigoe, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 1 | $273 | 0.00% | +1 | New |
| Quest 10 Wealth Builders, Inc. | 1 | $330 | 0.00% | +1 | New |
| Raiffeisen Bank International AG | 2 | $545 | 0.00% | 00.0% | Unchanged |
| Greenline Partners, LLC | 2 | $545 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 3 | $817 | 0.00% | +3 | New |
| Parallax Volatility Advisers, L.P. | 3 | $818 | 0.00% | −13,306−100.0% | Reduced |
| Breakwater Investment Management | 3 | $818 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $818 | 0.00% | +3 | New |
| Picton Mahoney Asset Management | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 4 | $1.09K | 0.00% | +4 | New |
| Hollencrest Capital Management | 6 | $1.64K | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 6 | $1.64K | 0.03% | +6 | New |
| Barnes Dennig Private Wealth Management LLC | 6 | $1.64K | 0.00% | +6 | New |
| Wolff Wiese Magana LLC | 6 | $1.64K | 0.00% | −9−60.0% | Reduced |
| WealthCollab, LLC | 6 | $1.64K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 7 | $1.90K | 0.00% | +4+133.3% | Added |
| Stephens Consulting, LLC | 7 | $1.91K | 0.00% | −12−63.2% | Reduced |
| Winnow Wealth LLC | 8 | $2.02K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 8 | $2.18K | 0.00% | +8 | New |
| Marshall & Sterling Wealth Advisors Inc. | 8 | $2.18K | 0.00% | +8 | New |
| Granite FO LLC | 9 | $2.45K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 9 | $2.45K | 0.00% | +7+350.0% | Added |
| Dogwood Wealth Management LLC | 9 | $2.45K | 0.00% | +9 | New |
| TFC Financial Management | 9 | $2.45K | 0.00% | −38−80.9% | Reduced |
| Fortis Group Advisors, LLC | 10 | $2.73K | 0.00% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 10 | $2.73K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 10 | $2.74K | 0.00% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 11 | $3.00K | 0.00% | +11 | New |
| SWAN Capital LLC | 12 | $3.27K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 12 | $3.27K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 13 | $3.54K | 0.01% | +13 | New |
| Cherry Tree Wealth Management, LLC | 14 | $3.82K | 0.00% | +14 | New |
| Valued Wealth Advisors LLC | 14 | $3.85K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 14 | $3.86K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 15 | $4.08K | 0.00% | +15 | New |
| IAG Wealth Partners, LLC | 15 | $4.09K | 0.00% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 16 | $4.36K | 0.00% | +16 | New |
| Moisand Fitzgerald Tamayo, LLC | 17 | $4.63K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 17 | $4.63K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 18 | $4.91K | 0.00% | −7−28.0% | Reduced |
| Wealth Preservation Advisors, LLC | 18 | $4.91K | 0.00% | +18 | New |
| Hughes Financial Services, LLC | 18 | $4.93K | 0.00% | +18 | New |
| Vision Financial Markets LLC | 18 | $4.97K | 0.01% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 18 | $5.00K | 0.00% | −74−80.4% | Reduced |
| Montag A & Associates Inc | 19 | $5.13K | 0.00% | −2−9.5% | Reduced |
| Colonial Trust Advisors | 19 | $5.18K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 20 | $5.45K | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 20 | $5.45K | 0.01% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 20 | $5.45K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 22 | $6.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 24 | $6.54K | 0.00% | −31−56.4% | Reduced |
| Noble Wealth Management PBC | 24 | $6.54K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 25 | $6.82K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 26 | $7.09K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 27 | $7.36K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 27 | $7.36K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 28 | $7.57K | 0.00% | +25+833.3% | Added |
| Atala Financial Inc | 28 | $7.63K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 33 | $8.00K | 0.00% | −6−15.4% | Reduced |
| Keener Financial Planning LLC | 31 | $8.00K | 0.01% | 00.0% | Unchanged |
| First United Bank Trust | 31 | $8.45K | 0.00% | +31 | New |
| Comprehensive Financial Planning, Inc. | 32 | $8.72K | 0.01% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 33 | $8.99K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 36 | $9.81K | 0.01% | +36 | New |
| McIlrath & Eck, LLC | 37 | $10.1K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 37 | $10.1K | 0.00% | +37 | New |
| Westend Capital Management, LLC | 38 | $10.4K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 38 | $10.4K | 0.00% | +38 | New |
| SOA Wealth Advisors, LLC. | 38 | $10.4K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 41 | $11.0K | 0.00% | −24−36.9% | Reduced |
| Avion Wealth | 44 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 42 | $11.4K | 0.01% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 44 | $12.0K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 44 | $12.0K | 0.01% | +6+15.8% | Added |
| Kennebec Savings Bank | 45 | $12.3K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 45 | $12.3K | 0.00% | +6+15.4% | Added |
| Fairway Wealth LLC | 51 | $13.9K | 0.01% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 53 | $14.4K | 0.01% | +8+17.8% | Added |
| Peterson Wealth Services | 54 | $14.7K | 0.00% | −60−52.6% | Reduced |
| Eukles Asset Management | 55 | $15.0K | 0.01% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 56 | $15.3K | 0.01% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 56 | $15.3K | 0.01% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 59 | $16.1K | 0.01% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 59 | $16.1K | 0.01% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 61 | $16.6K | 0.01% | +39+177.3% | Added |
| Archer Investment Corp | 61 | $16.8K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 63 | $17.0K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 63 | $17.2K | 0.02% | −40−38.8% | Reduced |
| Red Tortoise LLC | 63 | $17.2K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 63 | $17.2K | 0.01% | +40+173.9% | Added |
| Cranbrook Wealth Management, LLC | 64 | $17.4K | 0.00% | +14+28.0% | Added |
| Plato Investment Management Ltd | 65 | $17.9K | 0.00% | −1,903−96.7% | Reduced |
| Global Financial Private Client, LLC | 66 | $18.0K | 0.01% | +10+17.9% | Added |
| Stephenson National Bank & Trust | 67 | $18.3K | 0.01% | +14+26.4% | Added |
| NewSquare Capital LLC | 68 | $18.5K | 0.00% | +58+580.0% | Added |
| MB, Levis & Associates, LLC | 70 | $19.1K | 0.01% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 70 | $19.1K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 70 | $19.1K | 0.01% | +2+2.9% | Added |
| Salomon & Ludwin, LLC | 71 | $19.4K | 0.00% | 00.0% | Unchanged |