| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| DHJJ Financial Advisors, Ltd. | 1 | $629 | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 1 | $643 | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 3 | $1.00K | 0.00% | −3−50.0% | Reduced |
| Activest Wealth Management | 2 | $1.26K | 0.00% | −4−66.7% | Reduced |
| Evermay Wealth Management LLC | 2 | $1.26K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 2 | $1.26K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 2 | $1.26K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 2 | $1.26K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 2 | $1.26K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $1.26K | 0.00% | +1+100.0% | Added |
| Kohmann Bosshard Financial Services, LLC | 2 | $1.26K | 0.00% | +2 | New |
| Parkworth Wealth Management, Inc. | 2 | $1.26K | 0.00% | +2 | New |
| Painted Porch Advisors LLC | 2 | $1.29K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 3 | $1.89K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 3 | $1.89K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 3 | $1.89K | 0.00% | +3 | New |
| Park Square Financial Group, LLC | 3 | $1.89K | 0.00% | +3 | New |
| Riggs Asset Managment Co. Inc. | 3 | $1.89K | 0.00% | −2−40.0% | Reduced |
| Perritt Capital Management Inc | 3 | $1.90K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 3 | $2.06K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 4 | $2.51K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 4 | $2.51K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 4 | $2.51K | 0.00% | +4 | New |
| FLP Wealth Management, LLC | 4 | $2.59K | 0.01% | +4 | New |
| Clal Insurance Enterprises Holdings Ltd | 4 | $3.00K | 0.00% | +4 | New |
| Decker Retirement Planning Inc. | 5 | $3.14K | 0.00% | +5 | New |
| Asset Planning,Inc | 5 | $3.14K | 0.00% | +5 | New |
| Crowley Wealth Management, Inc. | 5 | $3.14K | 0.00% | +5 | New |
| Winnow Wealth LLC | 6 | $3.52K | 0.00% | +6 | New |
| Jackson, Grant Investment Advisers, Inc. | 6 | $3.77K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 6 | $3.77K | 0.00% | 00.0% | Unchanged |
| Wingate Wealth Advisors, Inc. | 6 | $3.77K | 0.00% | +6 | New |
| Hazlett, Burt & Watson, Inc. | 6 | $4.00K | 0.00% | −2−25.0% | Reduced |
| PFG Private Wealth Management, LLC | 7 | $4.40K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 7 | $4.40K | 0.19% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 7 | $4.40K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 7 | $4.40K | 0.00% | +7 | New |
| MPWM Advisory Solutions, LLC | 7 | $4.40K | 0.00% | +7 | New |
| True Wealth Design, LLC | 8 | $4.76K | 0.00% | +3+60.0% | Added |
| PrairieView Partners, LLC | 8 | $5.00K | 0.00% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 8 | $5.00K | 0.00% | +8 | New |
| Winthrop Capital Management, LLC | 7 | $5.00K | 0.00% | +7 | New |
| Bradley & Co. Private Wealth Management, LLC | 8 | $5.03K | 0.00% | +8 | New |
| Bruce G. Allen Investments, LLC | 9 | $5.66K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 9 | $5.67K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 10 | $6.29K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $6.29K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 10 | $6.29K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 10 | $6.29K | 0.00% | +6+150.0% | Added |
| Minot DeBlois Advisors LLC | 10 | $6.29K | 0.01% | +10 | New |
| Mainstream Capital Management LLC | 10 | $6.29K | 0.00% | +10 | New |
| WealthTrak Capital Management LLC | 10 | $6.29K | 0.01% | +10 | New |
| Evelyn Partners Investment Management (Europe) Ltd | 10 | $6.29K | 0.00% | +10 | New |
| Richardson Financial Services Inc. | 10 | $6.30K | 0.00% | +10 | New |
| FPC Investment Advisory, Inc. | 11 | $6.62K | 0.00% | +11 | New |
| McIlrath & Eck, LLC | 11 | $6.91K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 11 | $6.91K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 11 | $6.91K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 12 | $7.54K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 12 | $7.54K | 0.00% | +4+50.0% | Added |
| South Plains Financial, Inc. | 12 | $7.54K | 0.01% | +12 | New |
| Byrne Asset Management LLC | 12 | $7.54K | 0.01% | +12 | New |
| Kozak & Associates, Inc. | 12 | $7.61K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 13 | $8.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 13 | $8.17K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 13 | $8.17K | 0.00% | +6+85.7% | Added |
| Walleye Capital LLC | 13 | $8.17K | 0.00% | −3,895−99.7% | Reduced |
| SOA Wealth Advisors, LLC. | 13 | $8.17K | 0.00% | −4−23.5% | Reduced |
| Sittner & Nelson, LLC | 13 | $8.17K | 0.00% | +2+18.2% | Added |
| Atlantic Edge Private Wealth Management, LLC | 13 | $8.17K | 0.00% | +4+44.4% | Added |
| PFS Partners, LLC | 13 | $8.25K | 0.00% | 00.0% | Unchanged |
| Talon Private Wealth, LLC | 14 | $8.80K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 15 | $9.00K | 0.00% | +15 | New |
| Archer Investment Corp | 15 | $9.11K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 15 | $9.13K | 0.00% | −15−50.0% | Reduced |
| TFC Financial Management | 15 | $9.43K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 15 | $9.43K | 0.00% | +15 | New |
| Bank of Jackson Hole Trust | 15 | $9.43K | 0.01% | +15 | New |
| Missouri Trust & Investment Co | 16 | $10.1K | 0.00% | +4+33.3% | Added |
| Vision Financial Markets LLC | 16 | $10.2K | 0.01% | +16 | New |
| Core Alternative Capital | 17 | $10.7K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 17 | $10.7K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 18 | $11.3K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 19 | $11.9K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 19 | $12.0K | 0.01% | −6−24.0% | Reduced |
| Stonebridge Financial Group, LLC | 20 | $12.6K | 0.00% | +20 | New |
| First Pacific Financial | 21 | $13.2K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 22 | $13.8K | 0.00% | −3−12.0% | Reduced |
| Fairway Wealth LLC | 22 | $13.8K | 0.01% | +22 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 23 | $14.0K | 0.01% | +19+475.0% | Added |
| Pineridge Advisors LLC | 23 | $14.5K | 0.01% | +23 | New |
| Transce3nd, LLC | 23 | $14.5K | 0.00% | +23 | New |
| Tompkins Financial Corp | 24 | $15.1K | 0.00% | 00.0% | Unchanged |
| Investment Management Corp | 25 | $15.5K | 0.01% | +25 | New |
| Creekmur Asset Management LLC | 25 | $15.7K | 0.00% | −3−10.7% | Reduced |
| USA Financial Portformulas Corp | 25 | $15.7K | 0.00% | +1+4.2% | Added |
| Synergy Financial Management, LLC | 26 | $16.1K | 0.00% | +26 | New |
| Raffa Wealth Management, LLC | 26 | $16.3K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 26 | $16.4K | 0.00% | +26 | New |
