| PFS Partners, LLC | 2 | $260 | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 3 | $336 | 0.00% | +3 | New |
| High Note Wealth, LLC | 4 | $448 | 0.00% | −74−94.9% | Reduced |
| J.Safra Asset Management Corp | 9 | $1.01K | 0.00% | +5+125.0% | Added |
| Bear Mountain Capital, Inc. | 10 | $1.06K | 0.00% | +10 | New |
| Coastline Trust Co | 10 | $1.12K | 0.00% | −400−97.6% | Reduced |
| Greenline Partners, LLC | 10 | $1.12K | 0.00% | +10 | New |
| Frazier Financial Advisors, LLC | 12 | $1.34K | 0.00% | −11−47.8% | Reduced |
| DAGCO, Inc. | 13 | $1.42K | 0.00% | +13 | New |
| HFM Investment Advisors, LLC | 14 | $1.57K | 0.00% | +14 | New |
| Bank of Jackson Hole Trust | 15 | $1.72K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 16 | $1.79K | 0.00% | 00.0% | Unchanged |
| Nova Wealth Management, Inc. | 16 | $1.79K | 0.00% | +16 | New |
| Picton Mahoney Asset Management | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 18 | $2.02K | 0.00% | +2+12.5% | Added |
| Global Wealth Strategies & Associates | 19 | $2.13K | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 19 | $2.13K | 0.04% | +19 | New |
| Chesapeake Asset Management LLC | 20 | $2.24K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 20 | $2.24K | 0.00% | +20 | New |
| PayPay Securities Corp | 20 | $2.33K | 0.13% | −26−56.5% | Reduced |
| Insight Financial Services | 23 | $2.69K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 25 | $2.80K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 25 | $2.80K | 0.00% | +25 | New |
| Cherry Tree Wealth Management, LLC | 25 | $2.80K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 26 | $2.91K | 0.00% | −8−23.5% | Reduced |
| Bay Harbor Wealth Management, LLC | 30 | $3.36K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 32 | $3.59K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 33 | $3.70K | 0.00% | +5+17.9% | Added |
| Compass Financial Services Inc | 37 | $4.15K | 0.00% | +37 | New |
| Tradewinds Capital Management, LLC | 40 | $4.48K | 0.00% | −150−78.9% | Reduced |
| Noble Wealth Management PBC | 40 | $4.48K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 47 | $4.95K | 0.00% | +12+34.3% | Added |
| First Command Advisory Services, Inc. | 47 | $5.27K | 0.00% | +21+80.8% | Added |
| WestEnd Advisors, LLC | 47 | $5.27K | 0.00% | +31+193.8% | Added |
| Legacy Wealth Managment, LLC | 47 | $5.27K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 50 | $5.34K | 0.00% | 00.0% | Unchanged |
| Studio Investment Management LLC | 50 | $5.60K | 0.00% | +50 | New |
| Pineridge Advisors LLC | 51 | $5.74K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 52 | $5.83K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 54 | $6.05K | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 57 | $6.39K | 0.01% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 58 | $6.50K | 0.01% | +13+28.9% | Added |
| Laurel Wealth Advisors LLC | 60 | $6.72K | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 63 | $7.06K | 0.00% | −112−64.0% | Reduced |
| Dogwood Wealth Management LLC | 65 | $7.28K | 0.00% | +65 | New |
| UMA Financial Services, Inc. | 67 | $7.51K | 0.00% | +51+318.8% | Added |
| NCP Inc. | 68 | $7.61K | 0.01% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 70 | $7.84K | 0.01% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 71 | $7.96K | 0.01% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 75 | $8.40K | 0.01% | −115−60.5% | Reduced |
| Garde Capital, Inc. | 80 | $8.96K | 0.00% | +80 | New |
| Clean Yield Group | 84 | $9.41K | 0.00% | −76−47.5% | Reduced |
| Graney & King, LLC | 85 | $9.58K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 91 | $10.2K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 92 | $10.2K | 0.00% | +92 | New |
| Costello Asset Management, INC | 93 | $10.4K | 0.00% | +93 | New |
| Delta Asset Management LLC | 95 | $10.6K | 0.00% | +95 | New |
| Penserra Capital Management LLC | 102 | $11.0K | 0.00% | −3,156−96.9% | Reduced |
| Avion Wealth | 122 | $11.0K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 100 | $11.2K | 0.01% | 00.0% | Unchanged |
| Inlight Wealth Management, LLC | 101 | $11.3K | 0.01% | +101 | New |
| Raffa Wealth Management, LLC | 105 | $11.8K | 0.00% | −114−52.1% | Reduced |
| Semmax Financial Advisors Inc. | 122 | $11.8K | 0.00% | +8+7.0% | Added |
| Retirement Wealth Solutions LLC | 106 | $11.8K | 0.01% | +1+1.0% | Added |
| DiNuzzo Private Wealth, Inc. | 107 | $12.0K | 0.00% | +6+5.9% | Added |
| Prudent Man Investment Management, Inc. | 132 | $12.2K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 110 | $12.3K | 0.00% | −15−12.0% | Reduced |
| Richards, Merrill & Peterson, Inc. | 110 | $12.3K | 0.01% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 111 | $12.4K | 0.03% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 113 | $12.7K | 0.02% | −3−2.6% | Reduced |
| Center for Financial Planning, Inc. | 115 | $12.9K | 0.00% | −23−16.7% | Reduced |
| Clark Wealth Partners | 116 | $13.0K | 0.01% | −18−13.4% | Reduced |
| Coston, McIsaac & Partners | 117 | $13.0K | 0.00% | +1+0.9% | Added |
| CarsonAllaria Wealth Management, Ltd. | 120 | $13.5K | 0.01% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 123 | $13.8K | 0.01% | −24−16.3% | Reduced |
| West Financial Advisors, LLC | 130 | $14.6K | 0.00% | 00.0% | Unchanged |
| Eisler Capital Management Ltd. | 133 | $14.9K | 0.00% | −5,958−97.8% | Reduced |
| CBIZ Investment Advisory Services, LLC | 134 | $15.0K | 0.00% | +91+211.6% | Added |
| Burkett Financial Services, LLC | 134 | $15.0K | 0.01% | +1+0.8% | Added |
| Wealth Preservation Advisors, LLC | 135 | $15.1K | 0.01% | +135 | New |
| WFA Asset Management Corp | 207 | $15.1K | 0.01% | −6−2.8% | Reduced |
| Fairway Wealth LLC | 136 | $15.2K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 138 | $15.5K | 0.00% | +137+13,700.0% | Added |
| Barnes Dennig Private Wealth Management LLC | 139 | $15.6K | 0.02% | +139 | New |
| Carolina Wealth Advisors, LLC | 140 | $15.7K | 0.01% | +65+86.7% | Added |
| von Borstel & Associates, Inc. | 150 | $16.0K | 0.00% | +150 | New |
| Signature Resources Capital Management, LLC | 143 | $16.0K | 0.01% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 144 | $16.1K | 0.00% | +68+89.5% | Added |
| FSC Wealth Advisors, LLC | 144 | $16.2K | 0.01% | +1+0.7% | Added |
| First Pacific Financial | 145 | $16.2K | 0.00% | +145 | New |
| Abound Wealth Management | 146 | $16.3K | 0.01% | −49−25.1% | Reduced |
| Blue Bell Private Wealth Management, LLC | 148 | $16.6K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 150 | $16.8K | 0.00% | −47−23.9% | Reduced |
| BankPlus Trust Department | 150 | $16.8K | 0.01% | −35−18.9% | Reduced |
| Evermay Wealth Management LLC | 150 | $16.8K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 150 | $16.8K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 151 | $17.0K | 0.00% | −75−33.2% | Reduced |
| Riggs Asset Managment Co. Inc. | 156 | $17.5K | 0.00% | +1+0.6% | Added |
| Aspect Partners, LLC | 166 | $18.6K | 0.01% | +7+4.4% | Added |
| Kiker Wealth Management, LLC | 167 | $18.8K | 0.01% | +167 | New |