| LM Advisors LLC | 444 | $541 | 0.01% | −136−23.4% | Reduced |
| Stone House Investment Management, LLC | 1 | $820 | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 1 | $820 | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 1 | $820 | 0.00% | +1 | New |
| Arcadia Investment Management Corp | 1 | $821 | 0.00% | −4−80.0% | Reduced |
| West Branch Capital LLC | 1 | $821 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1 | $821 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1 | $821 | 0.00% | +1 | New |
| Breakwater Investment Management | 1 | $821 | 0.00% | +1 | New |
| Three Bearings Fiduciary Advisors, Inc. | 1 | $832 | 0.00% | +1 | New |
| Quaker Wealth Management, LLC | 2 | $1.64K | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 2 | $1.64K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 2 | $1.64K | 0.00% | +2 | New |
| Richardson Capital Management LLC | 2 | $1.64K | 0.00% | +2 | New |
| Independence Bank of Kentucky | 2 | $1.64K | 0.00% | +2 | New |
| United Financial Planning Group LLC | 2 | $1.64K | 0.00% | +2 | New |
| Godfrey Financial Associates, Inc. | 2 | $1.64K | 0.00% | +2 | New |
| Investors Portfolio Services LLC | 3 | $2.25K | 0.00% | +3 | New |
| WestEnd Advisors, LLC | 3 | $2.46K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 3 | $2.46K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 3 | $2.46K | 0.07% | +1+50.0% | Added |
| American National Bank | 3 | $2.46K | 0.00% | +3 | New |
| Sunrise Financial Services, LLC | 3 | $2.46K | 0.00% | +3 | New |
| Financial Consulate, Inc | 4 | $3.26K | 0.00% | +4 | New |
| Creative Financial Designs Inc | 4 | $3.28K | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 4 | $3.28K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 4 | $3.28K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 4 | $3.28K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 4 | $3.28K | 0.00% | +1+33.3% | Added |
| Merited Wealth, LLC | 4 | $3.28K | 0.00% | +4 | New |
| Tradewinds Capital Management, LLC | 4 | $3.28K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 4 | $3.28K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 4 | $3.28K | 0.00% | 00.0% | Unchanged |
| Quattro Advisors LLC | 4 | $3.28K | 0.00% | +4 | New |
| Mark Sheptoff Financial Planning, LLC | 5 | $4.10K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 5 | $4.10K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 5 | $4.10K | 0.00% | +5 | New |
| Legacy Wealth Managment, LLC | 5 | $4.10K | 0.00% | +3+150.0% | Added |
| HFM Investment Advisors, LLC | 5 | $4.10K | 0.00% | +3+150.0% | Added |
| Gilpin Wealth Management, LLC | 5 | $4.10K | 0.00% | +5 | New |
| Clark Wealth Partners | 6 | $4.92K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 6 | $4.92K | 0.00% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 6 | $4.92K | 0.00% | +6 | New |
| ZRC Wealth Management, LLC | 6 | $4.92K | 0.00% | +6 | New |
| Whipplewood Advisors, LLC | 6 | $4.92K | 0.00% | +6 | New |
| Networth Advisors, LLC | 6 | $4.92K | 0.00% | +6 | New |
| Westfuller Advisors, LLC | 6 | $4.93K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 6 | $4.93K | 0.00% | +3+100.0% | Added |
| TD Capital Management LLC | 6 | $4.94K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 7 | $5.74K | 0.00% | −2−22.2% | Reduced |
| Gleason Group, Inc. | 7 | $5.74K | 0.00% | +7 | New |
| DecisionPoint Financial, LLC | 7 | $5.74K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 7 | $5.74K | 0.00% | +7 | New |
| Kozak & Associates, Inc. | 8 | $6.53K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 8 | $6.56K | 0.00% | +5+166.7% | Added |
| Osbon Capital Management LLC | 8 | $6.56K | 0.01% | +8 | New |
| Intesa Sanpaolo Wealth Management | 8 | $6.56K | 0.00% | +8 | New |
| McGuire Capital Advisors Inc | 8 | $6.56K | 0.00% | +8 | New |
| IAG Wealth Partners, LLC | 8 | $6.89K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 9 | $7.38K | 0.00% | −5−35.7% | Reduced |
| Boreal Capital Management LLC | 9 | $7.39K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 10 | $8.20K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 10 | $8.20K | 0.00% | −11−52.4% | Reduced |
| LOM Asset Management Ltd | 10 | $8.20K | 0.00% | −5−33.3% | Reduced |
| First Pacific Financial | 10 | $8.20K | 0.00% | +1+11.1% | Added |
| Wilkerson Advisory Group LLC | 10 | $8.20K | 0.00% | +10 | New |
| Cornerstone National Bank & Trust Co | 10 | $8.20K | 0.00% | +10 | New |
| Purpose Unlimited Inc. | 11 | $9.02K | 0.00% | +11 | New |
| Prosperity Bancshares Inc | 11 | $9.02K | 0.01% | +11 | New |
| Luken Investment Analytics, LLC | 11 | $9.02K | 0.00% | +11 | New |
| Joseph Group Capital Management | 11 | $9.02K | 0.00% | +11 | New |
| POM Investment Strategies, LLC | 11 | $9.21K | 0.00% | +11 | New |
| Estate Planners Group, LLC | 12 | $9.79K | 0.00% | +12 | New |
| Kilter Group LLC | 12 | $9.84K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 12 | $9.84K | 0.00% | +3+33.3% | Added |
| Copia Wealth Management | 12 | $9.99K | 0.01% | 00.0% | Unchanged |
| Estabrook Capital Management | 13 | $10.7K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 13 | $10.7K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 14 | $11.0K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 13 | $11.0K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 14 | $11.5K | 0.00% | −24−63.2% | Reduced |
| Redmont Wealth Advisors LLC | 14 | $11.5K | 0.02% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 14 | $11.5K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 14 | $11.5K | 0.01% | −68−82.9% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 14 | $11.9K | 0.00% | +13+1,300.0% | Added |
| Caldwell Sutter Capital, Inc. | 15 | $12.3K | 0.01% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 15 | $12.3K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 15 | $12.3K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 15 | $12.3K | 0.00% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 15 | $12.3K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 15 | $12.3K | 0.00% | +3+25.0% | Added |
| Albion Financial Group | 15 | $12.3K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 15 | $12.3K | 0.00% | +15 | New |
| Financial Management Professionals, Inc. | 15 | $12.3K | 0.00% | 00.0% | Unchanged |
| Disciplina Capital Management LLC | 15 | $12.3K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 16 | $13.1K | 0.00% | +13+433.3% | Added |
| Legacy Bridge, LLC | 16 | $13.1K | 0.01% | +16 | New |
| Cornerstone Financial Management LLC | 16 | $13.1K | 0.01% | +16 | New |
| Kerr Financial Planning Corp | 14 | $13.6K | 0.02% | 00.0% | Unchanged |
| Abound Financial, LLC | 17 | $13.9K | 0.01% | +17 | New |