| West Financial Advisors, LLC | 1 | $534 | 0.00% | +1 | New |
| LM Advisors LLC | 469 | $542 | 0.01% | +25+5.6% | Added |
| PEAK6 LLC | 1 | $806 | 0.00% | −4,206−100.0% | Reduced |
| Tidemark, LLC | 1 | $865 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $865 | 0.00% | +1 | New |
| Napier Financial, LLC | 1 | $865 | 0.00% | +1 | New |
| Intentional Wealth Strategies, LLC | 1 | $865 | 0.00% | +1 | New |
| Redwood Park Advisors LLC | 1 | $866 | 0.00% | −1−50.0% | Reduced |
| Arcadia Investment Management Corp | 1 | $866 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 1 | $866 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 1 | $866 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1 | $866 | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 1 | $867 | 0.00% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 1 | $1.00K | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 2 | $1.73K | 0.00% | −3−60.0% | Reduced |
| Independence Bank of Kentucky | 2 | $1.73K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 2 | $1.73K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 2 | $1.73K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 2 | $1.73K | 0.00% | +1+100.0% | Added |
| WestEnd Advisors, LLC | 3 | $2.60K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 3 | $2.60K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 3 | $2.60K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 3 | $2.60K | 0.00% | −9−75.0% | Reduced |
| NVWM, LLC | 3 | $2.60K | 0.00% | −1−25.0% | Reduced |
| PayPay Securities Corp | 3 | $2.60K | 0.09% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 3 | $2.76K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 4 | $3.46K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 4 | $3.46K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 4 | $3.46K | 0.00% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 4 | $3.46K | 0.00% | +4 | New |
| Caitong International Asset Management Co., Ltd | 4 | $3.46K | 0.00% | +4 | New |
| Capital & Planning, LLC | 4 | $3.46K | 0.00% | +4 | New |
| Portus Wealth Advisors, LLC | 4 | $3.46K | 0.00% | +4 | New |
| Tradewinds Capital Management, LLC | 4 | $3.46K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 4 | $3.46K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 5 | $4.00K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 5 | $4.28K | 0.00% | +5 | New |
| Bare Financial Services, Inc | 5 | $4.33K | 0.00% | −2−28.6% | Reduced |
| Legacy Wealth Managment, LLC | 5 | $4.33K | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 5 | $4.33K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 5 | $4.33K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 5 | $4.33K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 5 | $4.33K | 0.00% | +1+25.0% | Added |
| Key Capital Management, INC | 5 | $4.33K | 0.00% | +5 | New |
| Westfuller Advisors, LLC | 5 | $4.33K | 0.00% | −1−16.7% | Reduced |
| Wall Street Access Asset Management, LLC | 7 | $5.13K | 0.00% | +3+75.0% | Added |
| FWL Investment Management, LLC | 6 | $5.19K | 0.00% | −30−83.3% | Reduced |
| Dogwood Wealth Management LLC | 6 | $5.19K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 6 | $5.19K | 0.00% | +5+500.0% | Added |
| Clark Wealth Partners | 6 | $5.20K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 6 | $5.22K | 0.00% | 00.0% | Unchanged |
| Mosley Wealth Management | 7 | $5.41K | 0.00% | +7 | New |
| American National Bank | 7 | $6.06K | 0.00% | +4+133.3% | Added |
| DecisionPoint Financial, LLC | 7 | $6.06K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 7 | $6.06K | 0.00% | 00.0% | Unchanged |
| Networth Advisors, LLC | 7 | $6.06K | 0.00% | +1+16.7% | Added |
| Burk Holdings LLC | 7 | $6.06K | 0.00% | +7 | New |
| Gleason Group, Inc. | 7 | $6.06K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 8 | $6.92K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 8 | $6.92K | 0.00% | −2−20.0% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 8 | $6.92K | 0.00% | 00.0% | Unchanged |
| Abound Financial, LLC | 8 | $6.92K | 0.00% | −9−52.9% | Reduced |
| Osbon Capital Management LLC | 8 | $6.92K | 0.01% | 00.0% | Unchanged |
| Intesa Sanpaolo Wealth Management | 8 | $6.92K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 8 | $6.92K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 9 | $7.76K | 0.00% | +5+125.0% | Added |
| Park Square Financial Group, LLC | 9 | $7.79K | 0.06% | −29−76.3% | Reduced |
| ZRC Wealth Management, LLC | 9 | $7.79K | 0.00% | +3+50.0% | Added |
| Boreal Capital Management LLC | 9 | $7.80K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 10 | $8.65K | 0.00% | −119−92.2% | Reduced |
| LOM Asset Management Ltd | 10 | $8.65K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 10 | $8.65K | 0.01% | +10 | New |
| Financial Life Planners | 10 | $8.73K | 0.01% | +10 | New |
| Synergy Investment Management, LLC | 11 | $9.52K | 0.00% | +11 | New |
| Pin Oak Investment Advisors Inc | 12 | $10.0K | 0.01% | +12 | New |
| Richardson Capital Management LLC | 12 | $10.4K | 0.01% | +10+500.0% | Added |
| United Financial Planning Group LLC | 12 | $10.4K | 0.01% | +10+500.0% | Added |
| YANKCOM Partnership | 12 | $10.4K | 0.00% | +12 | New |
| Chilton Capital Management LLC | 12 | $10.4K | 0.00% | +10+500.0% | Added |
| Copia Wealth Management | 12 | $10.6K | 0.01% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 14 | $10.9K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 13 | $11.0K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 13 | $11.3K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 13 | $11.3K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 13 | $11.3K | 0.00% | +1+8.3% | Added |
| Centerpoint Advisors, LLC | 14 | $12.0K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 14 | $12.1K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 14 | $12.1K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 14 | $12.1K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 14 | $12.3K | 0.06% | −3−17.6% | Reduced |
| Caldwell Sutter Capital, Inc. | 15 | $13.0K | 0.01% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 15 | $13.0K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 15 | $13.0K | 0.00% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 15 | $13.0K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 15 | $13.0K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 15 | $13.0K | 0.01% | +6+66.7% | Added |
| Gen-Wealth Partners Inc | 15 | $13.0K | 0.00% | +15 | New |
| Albion Financial Group | 15 | $13.0K | 0.00% | 00.0% | Unchanged |
| Disciplina Capital Management LLC | 15 | $13.0K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 16 | $13.8K | 0.01% | −19−54.3% | Reduced |