| Capital A Wealth Management, LLC | 1 | $173 | 0.00% | −6−85.7% | Reduced |
| Concord Wealth Partners | 2 | $345 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 2 | $345 | 0.00% | +2 | New |
| Bridge Generations Wealth Management LLC | 2 | $345 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 2 | $345 | 0.00% | +2 | New |
| Cherry Tree Wealth Management, LLC | 3 | $518 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 4 | $690 | 0.00% | +4 | New |
| Chesapeake Asset Management LLC | 5 | $862 | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 5 | $863 | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 5 | $863 | 0.00% | +5 | New |
| Bollard Group LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 6 | $1.03K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 6 | $1.03K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 6 | $1.03K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 6 | $1.03K | 0.00% | +6 | New |
| Bear Mountain Capital, Inc. | 7 | $1.18K | 0.00% | +7 | New |
| Laurel Wealth Advisors LLC | 7 | $1.21K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 7 | $1.21K | 0.00% | +7 | New |
| TD Capital Management LLC | 7 | $1.22K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 8 | $1.38K | 0.00% | −12−60.0% | Reduced |
| Minot DeBlois Advisors LLC | 8 | $1.38K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 8 | $1.38K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 8 | $1.38K | 0.00% | +8 | New |
| Bay Harbor Wealth Management, LLC | 9 | $1.55K | 0.00% | +9 | New |
| Sittner & Nelson, LLC | 9 | $1.55K | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 9 | $1.55K | 0.00% | +9 | New |
| PayPay Securities Corp | 9 | $1.64K | 0.09% | −9−50.0% | Reduced |
| True Wealth Design, LLC | 10 | $1.72K | 0.00% | +3+42.9% | Added |
| Plante Moran Financial Advisors, LLC | 10 | $1.73K | 0.00% | −48−82.8% | Reduced |
| Copia Wealth Management | 10 | $1.73K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 10 | $1.73K | 0.00% | +10 | New |
| Noble Wealth Management PBC | 12 | $2.07K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 13 | $2.24K | 0.00% | −224−94.5% | Reduced |
| Provenance Wealth Advisors, LLC | 13 | $2.24K | 0.00% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 13 | $2.24K | 0.00% | +13 | New |
| CBIZ Investment Advisory Services, LLC | 13 | $2.24K | 0.00% | +13 | New |
| Millstone Evans Group, LLC | 14 | $2.42K | 0.00% | +14 | New |
| Principia Wealth Advisory, LLC | 16 | $2.51K | 0.00% | +2+14.3% | Added |
| Lummis Asset Management, LP | 15 | $2.59K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 15 | $2.59K | 0.00% | +15 | New |
| Tradewinds Capital Management, LLC | 16 | $2.76K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 16 | $2.76K | 0.00% | +4+33.3% | Added |
| NVWM, LLC | 16 | $2.76K | 0.00% | +5+45.5% | Added |
| Winnow Wealth LLC | 17 | $2.89K | 0.00% | +5+41.7% | Added |
| Reyes Financial Architecture, Inc. | 17 | $2.93K | 0.00% | +17 | New |
| Demars Financial Group, LLC | 515,877 | $2.99K | 0.09% | +213,746+70.7% | Added |
| Riggs Asset Managment Co. Inc. | 18 | $3.10K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 18 | $3.10K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 21 | $3.37K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 20 | $3.42K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 20 | $3.45K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 21 | $3.62K | 0.00% | +21 | New |
| First Pacific Financial | 21 | $3.62K | 0.00% | +21 | New |
| Northwest Capital Management Inc | 24 | $4.14K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 25 | $4.31K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 27 | $4.57K | 0.00% | +1+3.8% | Added |
| Carolinas Wealth Consulting LLC | 27 | $4.66K | 0.00% | −7−20.6% | Reduced |
| Bogart Wealth, LLC | 27 | $4.66K | 0.00% | −4−12.9% | Reduced |
| Roble, Belko & Company, Inc | 27 | $5.00K | 0.00% | +27 | New |
| McClarren Financial Advisors, Inc. | 172 | $5.00K | 0.00% | +172 | New |
| Clark Wealth Partners | 29 | $5.00K | 0.00% | −1−3.3% | Reduced |
| City State Bank | 29 | $5.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 30 | $5.17K | 0.00% | 00.0% | Unchanged |
| Greenline Partners, LLC | 30 | $5.17K | 0.00% | +30 | New |
| Fairman Group, LLC | 38 | $5.66K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 33 | $5.69K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 36 | $6.21K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 37 | $6.38K | 0.00% | +37 | New |
| Retirement Wealth Solutions LLC | 38 | $6.49K | 0.01% | +1+2.7% | Added |
| WealthTrak Capital Management LLC | 38 | $6.55K | 0.01% | +17+81.0% | Added |
| High Note Wealth, LLC | 40 | $6.90K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 40 | $6.90K | 0.00% | +40 | New |
| Avion Wealth | 47 | $7.00K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 41 | $7.06K | 0.02% | −450−91.6% | Reduced |
| Valued Wealth Advisors LLC | 42 | $7.25K | 0.00% | −103−71.0% | Reduced |
| Dunhill Financial, LLC | 43 | $7.35K | 0.00% | −28−39.4% | Reduced |
| Hoey Investments, Inc | 44 | $7.59K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 45 | $7.72K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 47 | $8.14K | 0.00% | +47 | New |
| United Community Bank | 48 | $8.28K | 0.00% | +48 | New |
| Morgan Dempsey Capital Management LLC | 50 | $8.63K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 50 | $8.65K | 0.01% | +50 | New |
| Darwin Advisors, LLC | 60 | $8.94K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 53 | $9.00K | 0.00% | +44+488.9% | Added |
| Hallmark Capital Management Inc | 54 | $9.31K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 54 | $9.31K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 55 | $9.49K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 60 | $10.4K | 0.00% | −23−27.7% | Reduced |
| Continuum Advisory, LLC | 61 | $10.5K | 0.00% | −106−63.5% | Reduced |
| Raffa Wealth Management, LLC | 61 | $10.5K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 65 | $11.2K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 73 | $12.6K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 73 | $12.6K | 0.01% | 00.0% | Unchanged |
| Transce3nd, LLC | 74 | $12.8K | 0.01% | −4−5.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 83 | $13.4K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 78 | $13.5K | 0.03% | −11−12.4% | Reduced |
| Stephenson National Bank & Trust | 82 | $14.1K | 0.01% | −2−2.4% | Reduced |
| Avalon Trust Co | 82 | $14.1K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 81 | $14.4K | 0.00% | +1+1.3% | Added |
| Financial Network Wealth Advisors LLC | 85 | $14.7K | 0.02% | +56+193.1% | Added |