| Winnow Wealth LLC | 1 | $252 | 0.00% | +1 | New |
| Retirement Wealth Solutions LLC | 3 | $754 | 0.00% | +3 | New |
| DecisionPoint Financial, LLC | 4 | $992 | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 4 | $1.00K | 0.00% | +4 | New |
| Redwood Park Advisors LLC | 4 | $1.01K | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 4 | $1.01K | 0.00% | +4 | New |
| HFM Investment Advisors, LLC | 5 | $1.26K | 0.00% | +1+25.0% | Added |
| Lowe Wealth Advisors, LLC | 5 | $1.30K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 6 | $1.51K | 0.00% | 00.0% | Unchanged |
| Sellwood Investment Partners LLC | 9 | $2.26K | 0.00% | +9 | New |
| WestEnd Advisors, LLC | 10 | $2.51K | 0.00% | −2−16.7% | Reduced |
| Granite FO LLC | 10 | $2.51K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 10 | $2.51K | 0.00% | +10 | New |
| PayPay Securities Corp | 11 | $2.71K | 0.10% | −2−15.4% | Reduced |
| Family Legacy Financial Solutions, LLC | 12 | $3.02K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 12 | $3.04K | 0.00% | −12−50.0% | Reduced |
| Team Financial Group, LLC | 13 | $3.35K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 15 | $3.77K | 0.00% | +12+400.0% | Added |
| Financial Consulate, Inc | 15 | $3.77K | 0.00% | +15 | New |
| Altshuler Shaham Ltd | 16 | $4.02K | 0.00% | −2−11.1% | Reduced |
| Rakuten Securities, Inc. | 16 | $4.02K | 0.00% | +15+1,500.0% | Added |
| Evelyn Partners Asset Management Ltd | 17 | $4.27K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 18 | $4.52K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 21 | $5.00K | 0.00% | +17+425.0% | Added |
| Conquis Financial LLC | 20 | $5.03K | 0.00% | −4−16.7% | Reduced |
| Promus Capital, LLC | 22 | $5.53K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 22 | $5.53K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 23 | $5.78K | 0.00% | −34,265−99.9% | Reduced |
| Corsicana & Co. | 23 | $5.78K | 0.00% | +23 | New |
| Clal Insurance Enterprises Holdings Ltd | 24 | $6.00K | 0.00% | −4−14.3% | Reduced |
| Center for Financial Planning, Inc. | 26 | $6.58K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 27 | $6.76K | 0.00% | +27 | New |
| Cedar Mountain Advisors, LLC | 30 | $7.54K | 0.00% | +30 | New |
| PFS Partners, LLC | 31 | $7.83K | 0.00% | 00.0% | Unchanged |
| Sherman Asset Management, Inc. | 32 | $8.04K | 0.01% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 33 | $8.29K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 34 | $8.54K | 0.00% | 00.0% | Unchanged |
| Compass Financial Services Inc | 34 | $8.54K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 34 | $8.57K | 0.00% | +33+3,300.0% | Added |
| Cherry Tree Wealth Management, LLC | 35 | $8.80K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 35 | $8.80K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 35 | $9.00K | 0.00% | −69−66.3% | Reduced |
| FSA Wealth Management LLC | 36 | $9.05K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 37 | $9.30K | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 39 | $9.80K | 0.01% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 40 | $9.95K | 0.00% | −149−78.8% | Reduced |
| 1620 Investment Advisors, Inc. | 40 | $10.1K | 0.01% | −17−29.8% | Reduced |
| Solstein Capital, LLC | 41 | $10.3K | 0.00% | −90−68.7% | Reduced |
| Wall Street Access Asset Management, LLC | 41 | $10.3K | 0.00% | +41 | New |
| Consultiva Wealth Management, Corp. | 42 | $10.6K | 0.03% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 43 | $10.8K | 0.00% | +43 | New |
| Clark Wealth Partners | 46 | $11.1K | 0.01% | +17+58.6% | Added |
| Redmont Wealth Advisors LLC | 45 | $11.3K | 0.02% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 47 | $11.8K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 47 | $11.8K | 0.00% | +4+9.3% | Added |
| Financial Connections Group, Inc. | 51 | $12.0K | 0.00% | +1+2.0% | Added |
| Cloud Capital Management, LLC | 50 | $12.0K | 0.01% | +50 | New |
| RMG Wealth Management LLC | 50 | $12.3K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 53 | $13.3K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 53 | $13.4K | 0.00% | +53 | New |
| Graney & King, LLC | 55 | $13.8K | 0.01% | 00.0% | Unchanged |
| Kilter Group LLC | 55 | $13.8K | 0.01% | +6+12.2% | Added |
| IAG Wealth Partners, LLC | 56 | $14.1K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 58 | $14.6K | 0.01% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 60 | $15.1K | 0.00% | 00.0% | Unchanged |
| Financially Speaking Inc | 61 | $15.3K | 0.01% | −139−69.5% | Reduced |
| Legacy Wealth Managment, LLC | 61 | $15.3K | 0.01% | −19−23.8% | Reduced |
| Chesapeake Asset Management LLC | 61 | $15.4K | 0.01% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 62 | $15.6K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 62 | $15.6K | 0.00% | +62 | New |
| Highline Wealth Partners LLC | 63 | $15.9K | 0.00% | +32+103.2% | Added |
| Turning Point Benefit Group, Inc. | 66 | $16.4K | 0.01% | +66 | New |
| Mascoma Wealth Management LLC | 66 | $16.6K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 66 | $16.6K | 0.01% | +18+37.5% | Added |
| Innovative Advisory Group, LLC | 67 | $16.8K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 70 | $17.6K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 72 | $18.0K | 0.01% | +1+1.4% | Added |
| Navigoe, LLC | 75 | $18.0K | 0.01% | −8−9.6% | Reduced |
| Keener Financial Planning LLC | 73 | $18.0K | 0.01% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 73 | $18.8K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 78 | $19.7K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 78 | $19.7K | 0.01% | +49+169.0% | Added |
| Quest 10 Wealth Builders, Inc. | 79 | $19.8K | 0.02% | +20+33.9% | Added |
| Carolina Wealth Advisors, LLC | 80 | $20.1K | 0.01% | −86−51.8% | Reduced |
| Old Second National Bank of Aurora | 80 | $20.1K | 0.00% | 00.0% | Unchanged |
| Trust Co | 85 | $21.4K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 85 | $21.4K | 0.01% | +6+7.6% | Added |
| Evolution Wealth Management Inc. | 86 | $21.6K | 0.02% | +36+72.0% | Added |
| Signature Resources Capital Management, LLC | 87 | $21.9K | 0.01% | 00.0% | Unchanged |
| Access Investment Management LLC | 88 | $22.1K | 0.01% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 100 | $22.2K | 0.02% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 90 | $22.6K | 0.00% | +1+1.1% | Added |
| Vermillion & White Wealth Management Group, LLC | 92 | $23.1K | 0.01% | −43−31.9% | Reduced |
| AllSquare Wealth Management LLC | 94 | $23.6K | 0.01% | 00.0% | Unchanged |
| Peck Wealth Management, LLC | 94 | $23.6K | 0.02% | +94 | New |
| Syntax Research, Inc. | 100 | $25.1K | 0.02% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 104 | $26.1K | 0.01% | +29+38.7% | Added |
| Evergreen Private Wealth LLC | 106 | $26.6K | 0.01% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 112 | $28.1K | 0.02% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 114 | $28.6K | 0.01% | +5+4.6% | Added |