| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 1 | $123 | 0.00% | +1 | New |
| Bear Mountain Capital, Inc. | 2 | $243 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 2 | $245 | 0.00% | +1+100.0% | Added |
| United Financial Planning Group LLC | 2 | $245 | 0.00% | +2 | New |
| Birchwood Financial Partners, Inc. | 2 | $245 | 0.00% | +2 | New |
| Chelsea Counsel Co | 4 | $491 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 6 | $736 | 0.00% | +6 | New |
| NorthAvenue LLC | 6 | $737 | 0.00% | +6 | New |
| Atlantic Private Wealth, LLC | 10 | $1.23K | 0.00% | −19−65.5% | Reduced |
| Coastline Trust Co | 10 | $1.23K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 10 | $1.23K | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 10 | $1.23K | 0.00% | +10 | New |
| Davis Capital Management | 11 | $1.35K | 0.00% | +3+37.5% | Added |
| Pittenger & Anderson Inc | 11 | $1.35K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 12 | $1.47K | 0.00% | 00.0% | Unchanged |
| NCP Inc. | 12 | $1.47K | 0.00% | +12 | New |
| DAGCO, Inc. | 13 | $1.59K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 13 | $1.60K | 0.00% | +3+30.0% | Added |
| RMG Wealth Management LLC | 15 | $1.98K | 0.00% | +15 | New |
| Proathlete Wealth Management LLC | 18 | $2.21K | 0.00% | +18 | New |
| Ankerstar Wealth, LLC | 18 | $2.21K | 0.00% | +18 | New |
| Palladiem, LLC | 19 | $2.33K | 0.00% | +19 | New |
| Investors Portfolio Services LLC | 20 | $2.40K | 0.00% | +20 | New |
| LGT Financial Advisors LLC | 21 | $2.58K | 0.02% | 00.0% | Unchanged |
| Estate Planners Group, LLC | 21 | $2.58K | 0.00% | +21 | New |
| Evolution Wealth Management Inc. | 23 | $2.82K | 0.00% | −36−61.0% | Reduced |
| Three Bearings Fiduciary Advisors, Inc. | 20 | $2.84K | 0.00% | +20 | New |
| Insight Financial Services | 24 | $3.00K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 25 | $3.07K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 25 | $3.07K | 0.00% | +25 | New |
| Advocate Investing Services LLC | 25 | $3.07K | 0.00% | +25 | New |
| Turning Point Benefit Group, Inc. | 27 | $3.31K | 0.00% | +19+237.5% | Added |
| Sunrise Financial Services, LLC | 27 | $3.31K | 0.00% | +27 | New |
| Maseco LLP | 27 | $3.34K | 0.00% | +27 | New |
| Alerus Financial NA | 29 | $3.56K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 29 | $3.56K | 0.10% | +5+20.8% | Added |
| Frazier Financial Advisors, LLC | 32 | $3.93K | 0.00% | +31+3,100.0% | Added |
| IFC & Insurance Marketing, Inc. | 36 | $4.00K | 0.00% | +36 | New |
| Battery Global Advisors, LLC | 13 | $4.00K | 0.00% | +13 | New |
| Altshuler Shaham Ltd | 33 | $4.05K | 0.00% | +33 | New |
| Anfield Capital Management, LLC | 36 | $4.42K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 36 | $4.42K | 0.00% | +36 | New |
| Cedar Mountain Advisors, LLC | 37 | $4.54K | 0.00% | +6+19.4% | Added |
| Advantage Trust Co | 38 | $4.66K | 0.00% | −100−72.5% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 39 | $4.79K | 0.00% | −476−92.4% | Reduced |
| Tradewinds Capital Management, LLC | 40 | $4.91K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 40 | $4.91K | 0.00% | +40 | New |
| Beaird Harris Wealth Management, LLC | 42 | $5.15K | 0.00% | −7−14.3% | Reduced |
| Imprint Wealth LLC | 45 | $5.52K | 0.03% | −97−68.3% | Reduced |
| NVWM, LLC | 48 | $5.89K | 0.00% | +10+26.3% | Added |
| Merrithew & Thorsten Inc | 51 | $6.00K | 0.01% | +51 | New |
| Global Wealth Strategies & Associates | 49 | $6.01K | 0.00% | −1−2.0% | Reduced |
| Meramec Financial Planners, LLC | 40 | $6.10K | 0.00% | +40 | New |
| Bernard Wealth Management Corp. | 50 | $6.14K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 50 | $6.14K | 0.00% | +43+614.3% | Added |
| Robinswood Financial LLC | 54 | $6.67K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 56 | $7.00K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 58 | $7.12K | 0.00% | +26+81.3% | Added |
| DecisionPoint Financial, LLC | 59 | $7.24K | 0.00% | +13+28.3% | Added |
| Laurel Wealth Advisors LLC | 60 | $7.37K | 0.00% | +60 | New |
| 1015 Capital Partners, LLC | 61 | $7.49K | 0.01% | +61 | New |
| Toth Financial Advisory Corp | 61 | $7.49K | 0.00% | +8+15.1% | Added |
| Atomic Invest LLC | 66 | $8.09K | 0.00% | +66 | New |
| Wellington-Altus USA Inc. | 68 | $8.35K | 0.01% | +68 | New |
| Merited Wealth, LLC | 70 | $8.59K | 0.01% | +70 | New |
| Redmont Wealth Advisors LLC | 73 | $8.96K | 0.01% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 74 | $9.08K | 0.01% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 74 | $9.08K | 0.01% | +74 | New |
| Redwood Park Advisors LLC | 74 | $9.11K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 75 | $9.21K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 75 | $9.21K | 0.01% | +9+13.6% | Added |
| Legacy Wealth Managment, LLC | 75 | $9.21K | 0.00% | +28+59.6% | Added |
| Halbert Hargrove Global Advisors, LLC | 76 | $9.33K | 0.00% | −122−61.6% | Reduced |
| Richard W. Paul & Associates, LLC | 77 | $9.45K | 0.00% | −23−23.0% | Reduced |
| First Financial Corp | 77 | $9.45K | 0.00% | 00.0% | Unchanged |
| Eq Wealth Advisors, LLC | 77 | $9.45K | 0.01% | +77 | New |
| Clean Yield Group | 84 | $10.3K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 87 | $10.6K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 90 | $11.0K | 0.00% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 90 | $11.0K | 0.01% | +90 | New |
| Hughes Financial Services, LLC | 93 | $11.4K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 93 | $11.4K | 0.01% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 94 | $11.6K | 0.01% | −89−48.6% | Reduced |
| PFS Partners, LLC | 94 | $11.6K | 0.01% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 96 | $11.8K | 0.00% | +59+159.5% | Added |
| Elevated Capital Advisors, LLC | 97 | $11.9K | 0.00% | +97 | New |
| Penserra Capital Management LLC | 105 | $12.0K | 0.00% | +3+2.9% | Added |
| Bare Financial Services, Inc | 98 | $12.0K | 0.00% | +2+2.1% | Added |
| Miller Wealth Advisors, LLC | 100 | $12.3K | 0.00% | 00.0% | Unchanged |
| Walsh & Associates, LLC | 100 | $12.3K | 0.01% | +100 | New |
| Arlington Trust Co LLC | 101 | $12.4K | 0.00% | +101 | New |
| Bay Harbor Wealth Management, LLC | 102 | $12.5K | 0.00% | +34+50.0% | Added |
| DiNuzzo Private Wealth, Inc. | 102 | $12.5K | 0.00% | 00.0% | Unchanged |
| Inlight Wealth Management, LLC | 103 | $12.7K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 106 | $13.0K | 0.01% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 107 | $13.1K | 0.01% | +107 | New |
| Rakuten Securities, Inc. | 108 | $13.3K | 0.00% | +50+86.2% | Added |
| Seneschal Advisors, LLC | 110 | $13.5K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 111 | $13.6K | 0.00% | −11,032−99.0% | Reduced |
| First Command Advisory Services, Inc. | 111 | $13.6K | 0.00% | +92+484.2% | Added |