| Peoples Financial Services Corp. | 1 | $27 | 0.00% | 00.0% | Unchanged |
| Trust Co | 1 | $27 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 6 | $173 | 0.00% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 6 | $183 | 0.00% | +6 | New |
| Arcadia Investment Management Corp | 9 | $248 | 0.00% | +9 | New |
| TFC Financial Management | 10 | $275 | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 10 | $278 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 12 | $330 | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 12 | $355 | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 16 | $443 | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 18 | $495 | 0.00% | −532−96.7% | Reduced |
| Johnson Financial Group, Inc. | 18 | $495 | 0.00% | −234−92.9% | Reduced |
| Luminist Capital LLC | 30 | $825 | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 30 | $827 | 0.00% | −90−75.0% | Reduced |
| Oakworth Capital, Inc. | 32 | $880 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 33 | $913 | 0.00% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 36 | $990 | 0.00% | 00.0% | Unchanged |
| NorthAvenue LLC | 36 | $990 | 0.00% | +36 | New |
| Navigoe, LLC | 41 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 37 | $1.02K | 0.00% | +26+236.4% | Added |
| WFA of San Diego, LLC | 45 | $1.24K | 0.00% | −40−47.1% | Reduced |
| Bullock Wealth Management Group | 47 | $1.29K | 0.00% | 00.0% | Unchanged |
| Benson Wealth Management INC | 49 | $1.35K | 0.00% | +49 | New |
| Quaker Wealth Management, LLC | 49 | $1.35K | 0.00% | +4+8.9% | Added |
| American Capital Advisory, LLC | 49 | $1.35K | 0.00% | +14+40.0% | Added |
| Nemes Rush Group LLC | 52 | $1.43K | 0.00% | +24+85.7% | Added |
| Mountain Hill Investment Partners Corp. | 54 | $1.49K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 57 | $1.57K | 0.00% | −1−1.7% | Reduced |
| Bare Financial Services, Inc | 57 | $1.57K | 0.00% | +40+235.3% | Added |
| Turning Point Benefit Group, Inc. | 58 | $1.59K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 63 | $1.73K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 65 | $1.79K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 65 | $1.79K | 0.00% | +65 | New |
| Crewe Advisors LLC | 68 | $1.87K | 0.00% | +22+47.8% | Added |
| Osbon Capital Management LLC | 69 | $1.90K | 0.00% | +69 | New |
| NVWM, LLC | 71 | $1.95K | 0.00% | +10+16.4% | Added |
| Key Capital Management, INC | 78 | $2.14K | 0.00% | +78 | New |
| Ankerstar Wealth, LLC | 79 | $2.17K | 0.00% | +79 | New |
| Investors Portfolio Services LLC | 93 | $2.56K | 0.00% | +93 | New |
| Rialto Wealth Management, LLC | 100 | $2.75K | 0.00% | −9−8.3% | Reduced |
| Minot DeBlois Advisors LLC | 100 | $2.75K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 101 | $2.78K | 0.00% | +101 | New |
| Arcadia Investment Advisors LLC | 101 | $2.78K | 0.00% | 00.0% | Unchanged |
| Miller Capital Partners, Inc. | 107 | $2.94K | 0.00% | +107 | New |
| Coston, McIsaac & Partners | 134 | $3.00K | 0.00% | −250−65.1% | Reduced |
| Estate Planners Group, LLC | 127 | $3.49K | 0.00% | +127 | New |
| Signature Equity Partners, LLC | 129 | $3.54K | 0.00% | +129 | New |
| Imprint Wealth LLC | 129 | $3.55K | 0.02% | +129 | New |
| Kozak & Associates, Inc. | 136 | $3.67K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 134 | $3.68K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 134 | $3.75K | 0.00% | +118+737.5% | Added |
| IMG Wealth Management, Inc. | 147 | $4.04K | 0.00% | +147 | New |
| Miller Global Investments, LLC | 147 | $4.04K | 0.00% | +147 | New |
| First Command Advisory Services, Inc. | 151 | $4.15K | 0.00% | +151 | New |
| CBIZ Investment Advisory Services, LLC | 152 | $4.18K | 0.00% | −18−10.6% | Reduced |
| Sunrise Financial Services, LLC | 160 | $4.40K | 0.00% | +160 | New |
| GHP Investment Advisors, Inc. | 165 | $4.54K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 166 | $4.56K | 0.00% | +43+35.0% | Added |
| Financial Consulate, Inc | 170 | $4.67K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 181 | $4.99K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 183 | $5.00K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 187 | $5.14K | 0.00% | +24+14.7% | Added |
| Legacy Bridge, LLC | 193 | $5.31K | 0.00% | +193 | New |
| Westend Capital Management, LLC | 195 | $5.36K | 0.00% | +195 | New |
| Red Tortoise LLC | 198 | $5.44K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 199 | $5.47K | 0.00% | +73+57.9% | Added |
| MidFirst Bank | 200 | $5.50K | 0.00% | +200 | New |
| Investors Research Corp | 202 | $5.55K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 204 | $5.61K | 0.00% | +63+44.7% | Added |
| Darwin Advisors, LLC | 205 | $5.63K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 205 | $5.64K | 0.00% | +2+1.0% | Added |
| Clark Wealth Partners | 207 | $5.68K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 209 | $5.75K | 0.00% | 00.0% | Unchanged |
| Twin Tree Management, LP | 215 | $5.91K | 0.00% | +215 | New |
| Godfrey Financial Associates, Inc. | 217 | $5.95K | 0.01% | +217 | New |
| Byrne Asset Management LLC | 219 | $6.02K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 221 | $6.06K | 0.00% | +3+1.4% | Added |
| LGT Financial Advisors LLC | 221 | $6.08K | 0.04% | +2+0.9% | Added |
| Coastline Trust Co | 230 | $6.32K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 240 | $6.60K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 251 | $6.90K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 256 | $7.04K | 0.00% | +36+16.4% | Added |
| Accent Capital Management, LLC | 260 | $7.15K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 260 | $7.15K | 0.00% | +260 | New |
| Navalign, LLC | 267 | $7.34K | 0.00% | +267 | New |
| Stephens Consulting, LLC | 270 | $7.42K | 0.00% | 00.0% | Unchanged |
| Safe Harbor Fiduciary, LLC | 272 | $7.48K | 0.01% | +272 | New |
| Wealth Preservation Advisors, LLC | 274 | $7.53K | 0.00% | −57−17.2% | Reduced |
| St Germain D J Co Inc | 274 | $7.54K | 0.00% | −141−34.0% | Reduced |
| Financial Network Wealth Advisors LLC | 300 | $8.25K | 0.01% | 00.0% | Unchanged |
| Bullseye Investment Management, LLC | 300 | $8.25K | 0.00% | +300 | New |
| Sachetta, LLC | 310 | $8.52K | 0.00% | −14−4.3% | Reduced |
| Birchbrook, Inc. | 316 | $8.69K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 316 | $8.69K | 0.00% | +36+12.9% | Added |
| HHM Wealth Advisors, LLC | 320 | $8.80K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 327 | $8.99K | 0.00% | −41−11.1% | Reduced |
| Curat Global, LLC | 330 | $9.07K | 0.01% | −300−47.6% | Reduced |
| Strive Financial Group ,LLC | 330 | $9.07K | 0.00% | +330 | New |
| Team Financial Group, LLC | 331 | $9.11K | 0.00% | +3+0.9% | Added |
| Perkins Coie Trust Co | 337 | $9.26K | 0.00% | 00.0% | Unchanged |