| LM Advisors LLC | 275 | $421 | 0.01% | −124−31.1% | Reduced |
| Dorato Capital Management | 1 | $645 | 0.00% | +1 | New |
| Gordian Capital Singapore Pte Ltd | 1 | $654 | 0.00% | −20−95.2% | Reduced |
| Gould Capital, LLC | 1 | $654 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 1 | $654 | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 1 | $654 | 0.00% | 00.0% | Unchanged |
| Litman Gregory Asset Management LLC | 1 | $654 | 0.00% | +1 | New |
| Islay Capital Management, LLC | 1 | $654 | 0.00% | +1 | New |
| ROSS\JOHNSON & Associates LLC | 1 | $654 | 0.01% | +1 | New |
| Walsh & Associates, LLC | 1 | $654 | 0.00% | +1 | New |
| Winch Advisory Services, LLC | 1 | $655 | 0.00% | 00.0% | Unchanged |
| IFC & Insurance Marketing, Inc. | 2 | $1.00K | 0.00% | +2 | New |
| Battery Global Advisors, LLC | 25 | $1.12K | 0.00% | +25 | New |
| Deane Retirement Strategies, Inc. | 2 | $1.31K | 0.00% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 2 | $1.31K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 2 | $1.31K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 2 | $1.31K | 0.00% | +2 | New |
| Rexford Capital Inc | 2 | $1.31K | 0.00% | +2 | New |
| Jessup Wealth Management, Inc | 2 | $1.31K | 0.00% | +2 | New |
| CDKV Holdings LLC | 2 | $1.31K | 0.00% | +2 | New |
| Proffitt & Goodson Inc | 3 | $1.96K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 3 | $1.96K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 3 | $1.96K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 3 | $1.96K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 3 | $1.96K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 3 | $1.96K | 0.00% | +3 | New |
| Ankerstar Wealth, LLC | 3 | $1.96K | 0.00% | +3 | New |
| Quattro Advisors LLC | 3 | $1.96K | 0.00% | +3 | New |
| Tower View Investment Management & Research LLC | 3 | $1.96K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 4 | $2.57K | 0.00% | −3−42.9% | Reduced |
| Davis Capital Management | 5 | $3.27K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 5 | $3.27K | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 6 | $3.92K | 0.00% | +6 | New |
| Raleigh Capital Management Inc. | 6 | $3.92K | 0.00% | +6 | New |
| City Holding Co | 7 | $4.57K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 7 | $4.58K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 7 | $4.58K | 0.00% | +7 | New |
| Seneschal Advisors, LLC | 7 | $4.58K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 7 | $4.58K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 8 | $5.23K | 0.00% | 00.0% | Unchanged |
| Bayban | 8 | $5.23K | 0.00% | +8 | New |
| NorthAvenue LLC | 8 | $5.23K | 0.00% | +8 | New |
| REAP Financial Group, LLC | 8 | $5.24K | 0.00% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 9 | $5.88K | 0.00% | −5−35.7% | Reduced |
| Compass Financial Services Inc | 9 | $5.88K | 0.00% | +9 | New |
| Whipplewood Advisors, LLC | 9 | $5.88K | 0.00% | +9 | New |
| Daytona Street Capital LLC | 9 | $5.88K | 0.00% | +9 | New |
| Chelsea Counsel Co | 9 | $5.88K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 9 | $5.89K | 0.00% | +1+12.5% | Added |
| Atlantic Private Wealth, LLC | 9 | $6.10K | 0.00% | +1+12.5% | Added |
| Mark Sheptoff Financial Planning, LLC | 10 | $6.54K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 10 | $6.54K | 0.19% | +2+25.0% | Added |
| Benson Wealth Management INC | 10 | $6.54K | 0.01% | +10 | New |
| Paladin Partners, LLC | 10 | $6.54K | 0.00% | +10 | New |
| Catherine Avery Investment Management LLC | 10 | $6.54K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 11 | $7.19K | 0.00% | +11 | New |
| Align Financial, LLC | 7,189 | $7.19K | 0.00% | +7,189 | New |
| Quaker Wealth Management, LLC | 11 | $7.19K | 0.00% | +3+37.5% | Added |
| Investors Portfolio Services LLC | 11 | $7.19K | 0.01% | +11 | New |
| Curio Wealth, LLC | 11 | $7.34K | 0.00% | +8+266.7% | Added |
| Lavaca Capital LLC | 12 | $7.84K | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 12 | $7.84K | 0.00% | +11+1,100.0% | Added |
| Garner Asset Management Corp | 12 | $7.84K | 0.00% | +12 | New |
| Retirement Wealth Solutions LLC | 12 | $7.85K | 0.00% | −14−53.8% | Reduced |
| United Financial Planning Group LLC | 13 | $8.50K | 0.01% | +6+85.7% | Added |
| Sunrise Financial Services, LLC | 13 | $8.50K | 0.01% | +13 | New |
| Legacy Wealth Managment, LLC | 13 | $8.50K | 0.00% | +7+116.7% | Added |
| Atomic Invest LLC | 13 | $8.66K | 0.00% | +13 | New |
| Clayton Financial Group LLC | 14 | $9.15K | 0.00% | +14 | New |
| Inlight Wealth Management, LLC | 15 | $9.80K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Advisors LLC | 15 | $9.80K | 0.00% | 00.0% | Unchanged |
| Bulwark Capital Corp | 15 | $9.80K | 0.01% | 00.0% | Unchanged |
| Newton One Investments LLC | 15 | $9.82K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 16 | $10.5K | 0.00% | −19−54.3% | Reduced |
| Kings Path Partners LLC | 16 | $10.5K | 0.00% | 00.0% | Unchanged |
| CrossGen Wealth, LLC | 16 | $10.5K | 0.01% | +16 | New |
| Redmont Wealth Advisors LLC | 17 | $11.1K | 0.02% | 00.0% | Unchanged |
| Timmons Wealth Management, LLC | 17 | $11.1K | 0.01% | +17 | New |
| West Financial Advisors, LLC | 19 | $12.4K | 0.00% | +19 | New |
| Conquis Financial LLC | 19 | $12.4K | 0.01% | +19 | New |
| Wealth Preservation Advisors, LLC | 19 | $12.4K | 0.01% | −22−53.7% | Reduced |
| Manning & Napier Advisors LLC | 19 | $12.5K | 0.00% | +19 | New |
| Tower Trust & Investment Co | 20 | $13.1K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 20 | $13.1K | 0.00% | −92−82.1% | Reduced |
| Kennebec Savings Bank | 20 | $13.1K | 0.01% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 20 | $13.1K | 0.00% | +17+566.7% | Added |
| Blueline Advisors LLC | 20 | $13.1K | 0.01% | +20 | New |
| Y.D. More Investments Ltd | 6,609 | $13.5K | 0.00% | +6,609 | New |
| American Capital Advisory, LLC | 21 | $13.7K | 0.01% | +2+10.5% | Added |
| 1 North Wealth Services LLC | 22 | $14.4K | 0.01% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 22 | $14.4K | 0.01% | +1+4.8% | Added |
| Bravera Wealth | 22 | $14.4K | 0.01% | +22 | New |
| Roxbury Financial LLC | 22 | $14.4K | 0.01% | +22 | New |
| Penserra Capital Management LLC | 24 | $15.0K | 0.00% | −969−97.6% | Reduced |
| Evolution Advisers, Inc. | 23 | $15.0K | 0.01% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 23 | $15.0K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 23 | $15.0K | 0.00% | +4+21.1% | Added |
| Tradewinds Capital Management, LLC | 24 | $15.7K | 0.00% | −47−66.2% | Reduced |
| Glynn Capital Management LLC | 24 | $15.7K | 0.01% | 00.0% | Unchanged |