| Peoples Financial Services Corp. | 1 | $28 | 0.00% | 00.0% | Unchanged |
| Inlight Wealth Management, LLC | 1 | $29 | 0.00% | +1 | New |
| Caitong International Asset Management Co., Ltd | 5 | $143 | 0.00% | +5 | New |
| Valued Wealth Advisors LLC | 6 | $174 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 6 | $178 | 0.00% | −69−92.0% | Reduced |
| TFC Financial Management | 10 | $286 | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 16 | $456 | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 16 | $456 | 0.00% | +16 | New |
| Bare Financial Services, Inc | 17 | $485 | 0.00% | +17 | New |
| Mizuho Securities Co. Ltd. | 20 | $571 | 0.01% | +20 | New |
| Halbert Hargrove Global Advisors, LLC | 20 | $580 | 0.00% | +20 | Added |
| Legacy Wealth Managment, LLC | 22 | $628 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 22 | $628 | 0.00% | +22 | New |
| Bear Mountain Capital, Inc. | 26 | $704 | 0.00% | +26 | New |
| HFM Investment Advisors, LLC | 26 | $742 | 0.00% | +26 | New |
| Nemes Rush Group LLC | 28 | $799 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 29 | $827 | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 30 | $856 | 0.00% | +30 | New |
| Quest 10 Wealth Builders, Inc. | 30 | $859 | 0.00% | +30 | New |
| Marshall & Sterling Wealth Advisors Inc. | 32 | $913 | 0.00% | +32 | New |
| Trifecta Capital Advisors, LLC | 34 | $971 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 41 | $1.00K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 36 | $1.03K | 0.00% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 36 | $1.03K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 41 | $1.17K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 47 | $1.35K | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 53 | $1.50K | 0.00% | +1+1.9% | Added |
| Bay Harbor Wealth Management, LLC | 55 | $1.57K | 0.00% | +55 | New |
| WealthTrak Capital Management LLC | 55 | $1.57K | 0.00% | +15+37.5% | Added |
| Winnow Wealth LLC | 61 | $1.72K | 0.00% | +20+48.8% | Added |
| Park Square Financial Group, LLC | 62 | $1.77K | 0.00% | +62 | New |
| Raffa Wealth Management, LLC | 65 | $1.85K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 67 | $1.91K | 0.00% | 00.0% | Unchanged |
| Financially Speaking Inc | 69 | $1.97K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 81 | $2.00K | 0.00% | +81 | New |
| Painted Porch Advisors LLC | 75 | $2.14K | 0.00% | −283−79.1% | Reduced |
| CBIZ Investment Advisory Services, LLC | 92 | $2.63K | 0.00% | +92 | New |
| Hager Investment Management Services, LLC | 100 | $2.85K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 117 | $3.34K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 130 | $3.71K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 134 | $3.82K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 136 | $3.89K | 0.00% | +136 | New |
| First Pacific Financial | 144 | $4.11K | 0.00% | +144 | New |
| High Note Wealth, LLC | 152 | $4.34K | 0.00% | −387−71.8% | Reduced |
| Minot DeBlois Advisors LLC | 152 | $4.34K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 155 | $4.42K | 0.00% | −7−4.3% | Reduced |
| HHM Wealth Advisors, LLC | 159 | $4.54K | 0.00% | +75+89.3% | Added |
| Aspect Partners, LLC | 163 | $4.65K | 0.00% | +5+3.2% | Added |
| GHP Investment Advisors, Inc. | 165 | $4.71K | 0.00% | −2−1.2% | Reduced |
| Synergy Investment Management, LLC | 168 | $4.79K | 0.00% | −208−55.3% | Reduced |
| Global Financial Private Client, LLC | 172 | $4.91K | 0.00% | +122+244.0% | Added |
| Penserra Capital Management LLC | 189 | $5.00K | 0.00% | −4,895−96.3% | Reduced |
| Lowe Wealth Advisors, LLC | 177 | $5.05K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 205 | $5.62K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 198 | $5.65K | 0.00% | 00.0% | Unchanged |
| Investment Management Corp | 200 | $5.71K | 0.01% | +200 | New |
| Investors Research Corp | 202 | $5.76K | 0.00% | −1,458−87.8% | Reduced |
| Colonial Trust Advisors | 202 | $5.76K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 203 | $5.79K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 214 | $6.09K | 0.00% | +3+1.4% | Added |
| Ossiam | 219 | $6.25K | 0.00% | −6,476−96.7% | Reduced |
| Byrne Asset Management LLC | 219 | $6.25K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 219 | $6.25K | 0.02% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 238 | $6.39K | 0.00% | +1+0.4% | Added |
| Coastline Trust Co | 230 | $6.56K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 240 | $6.85K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 245 | $6.99K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 271 | $7.00K | 0.00% | +271 | New |
| Anfield Capital Management, LLC | 251 | $7.16K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 252 | $7.19K | 0.01% | +252 | New |
| Sachetta, LLC | 261 | $7.45K | 0.00% | −406−60.9% | Reduced |
| Abound Wealth Management | 278 | $7.94K | 0.00% | −13−4.5% | Reduced |
| PSI Advisors, LLC | 279 | $7.96K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 300 | $8.56K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 300 | $8.56K | 0.01% | +229+322.5% | Added |
| Crowley Wealth Management, Inc. | 300 | $8.57K | 0.01% | +3+1.0% | Added |
| Binnacle Investments Inc | 305 | $8.70K | 0.01% | +305 | New |
| Bernard Wealth Management Corp. | 311 | $8.87K | 0.00% | +311 | New |
| Compass Financial Services Inc | 312 | $8.90K | 0.00% | +312 | New |
| Birchbrook, Inc. | 316 | $9.02K | 0.01% | −180−36.3% | Reduced |
| Alpine Bank Wealth Management | 320 | $9.13K | 0.00% | +320 | New |
| Perkins Coie Trust Co | 337 | $9.61K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 340 | $9.71K | 0.00% | −1,272−78.9% | Reduced |
| Optimum Investment Advisors | 350 | $9.99K | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 350 | $9.99K | 0.01% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 357 | $10.0K | 0.00% | +4+1.1% | Added |
| Hughes Financial Services, LLC | 354 | $10.1K | 0.00% | +354 | New |
| Dunhill Financial, LLC | 362 | $10.3K | 0.00% | +51+16.4% | Added |
| West Branch Capital LLC | 363 | $10.4K | 0.00% | +351+2,925.0% | Added |
| Centennial Bank | 369 | $10.5K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 369 | $10.5K | 0.00% | +119+47.6% | Added |
| Cetera Trust Company, N.A | 384 | $11.0K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 400 | $11.0K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 403 | $11.5K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 421 | $12.0K | 0.00% | +39+10.2% | Added |
| Activest Wealth Management | 431 | $12.3K | 0.00% | −584−57.5% | Reduced |
| Pineridge Advisors LLC | 449 | $12.8K | 0.01% | +3+0.7% | Added |
| Fourth Dimension Wealth, LLC | 450 | $12.8K | 0.01% | −512−53.2% | Reduced |
| Missouri Trust & Investment Co | 450 | $12.8K | 0.00% | −50−10.0% | Reduced |
| Bell Investment Advisors, Inc | 458 | $13.1K | 0.00% | 00.0% | Unchanged |
