| Dogwood Wealth Management LLC | 0 | $11 | 0.00% | 0 | Unchanged |
| Global Assets Advisory, LLC | 12,208 | $175 | 0.01% | +12,208 | New |
| WestEnd Advisors, LLC | 11 | $770 | 0.00% | −11−50.0% | Reduced |
| ClariVest Asset Management LLC | 13 | $911 | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 17 | $1.19K | 0.00% | +17 | New |
| Eukles Asset Management | 25 | $1.75K | 0.00% | −75−75.0% | Reduced |
| Slocum, Gordon & Co LLP | 25 | $1.75K | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 27 | $1.89K | 0.00% | +27 | New |
| Essex Investment Management Co LLC | 27 | $1.89K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 27 | $1.89K | 0.00% | +27 | New |
| Impact Partnership Wealth, LLC | 29 | $2.03K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 30 | $2.10K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 41 | $2.89K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 46 | $3.23K | 0.00% | +5+12.2% | Added |
| Bullock Wealth Management Group | 48 | $3.35K | 0.00% | +48 | New |
| Sofos Investments, Inc. | 52 | $3.71K | 0.00% | +48+1,200.0% | Added |
| Mascoma Wealth Management LLC | 54 | $3.78K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 55 | $3.85K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 57 | $3.99K | 0.00% | +42+280.0% | Added |
| Broadwater Capital Management LLC | 59 | $4.13K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 60 | $4.20K | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 61 | $4.27K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 62 | $4.34K | 0.00% | +1+1.6% | Added |
| Tfo-TDC, LLC | 63 | $4.41K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 65 | $4.55K | 0.23% | −2−3.0% | Reduced |
| Fortis Group Advisors, LLC | 69 | $4.83K | 0.00% | −69−50.0% | Reduced |
| Pin Oak Investment Advisors Inc | 69 | $5.00K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 72 | $5.04K | 0.00% | +7+10.8% | Added |
| Goodman Advisory Group, LLC | 73 | $5.11K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 78 | $5.46K | 0.00% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 78 | $5.46K | 0.00% | +78 | New |
| Bradley & Co. Private Wealth Management, LLC | 80 | $5.60K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 96 | $6.72K | 0.00% | +96 | New |
| Dunhill Financial, LLC | 96 | $6.72K | 0.00% | +16+20.0% | Added |
| Penserra Capital Management LLC | 111 | $7.00K | 0.00% | −6,185−98.2% | Reduced |
| Provenance Wealth Advisors, LLC | 100 | $7.00K | 0.00% | −73−42.2% | Reduced |
| TruNorth Capital Management, LLC | 100 | $7.00K | 0.00% | +100 | New |
| Barrett & Company, Inc. | 101 | $7.04K | 0.00% | +1+1.0% | Added |
| Valued Wealth Advisors LLC | 100 | $7.04K | 0.00% | −12−10.7% | Reduced |
| FSC Wealth Advisors, LLC | 103 | $7.21K | 0.01% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 107 | $7.49K | 0.01% | +107 | New |
| Clear Point Advisors Inc. | 108 | $7.58K | 0.01% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 109 | $7.63K | 0.00% | +109 | New |
| Red Tortoise LLC | 116 | $8.12K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 128 | $9.00K | 0.00% | −108−45.8% | Reduced |
| Byrne Asset Management LLC | 130 | $9.10K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 133 | $9.31K | 0.01% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 145 | $9.86K | 0.00% | −200−58.0% | Reduced |
| RE Dickinson Investment Advisors, LLC | 138 | $10.0K | 0.01% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 138 | $10.0K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 152 | $10.6K | 0.00% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 154 | $10.8K | 0.00% | 00.0% | Unchanged |
| Studio Investment Management LLC | 161 | $11.3K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 164 | $11.5K | 0.01% | 00.0% | Unchanged |
| Robinson Value Management, Ltd. | 166 | $11.6K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 170 | $11.9K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 173 | $12.1K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 190 | $13.3K | 0.01% | +54+39.7% | Added |
| Annapolis Financial Services, LLC | 194 | $13.6K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 200 | $14.0K | 0.01% | −200−50.0% | Reduced |
| Optimum Investment Advisors | 200 | $14.0K | 0.01% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 200 | $14.0K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 200 | $14.0K | 0.01% | +200 | New |
| Beaird Harris Wealth Management, LLC | 202 | $14.1K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 207 | $14.5K | 0.01% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 212 | $14.8K | 0.01% | +212 | New |
| NVWM, LLC | 217 | $15.3K | 0.00% | +10+4.8% | Added |
| Westend Capital Management, LLC | 224 | $15.7K | 0.01% | +224 | New |
| Tanaka Capital Management Inc | 232 | $16.0K | 0.04% | 00.0% | Unchanged |
| Newton One Investments LLC | 233 | $16.3K | 0.01% | +1+0.4% | Added |
| Fortitude Family Office, LLC | 234 | $16.4K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 247 | $17.4K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 250 | $17.7K | 0.01% | 00.0% | Unchanged |
| Syntax Research, Inc. | 269 | $18.8K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 280 | $20.0K | 0.01% | −326−53.8% | Reduced |
| NewSquare Capital LLC | 286 | $20.0K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 290 | $20.3K | 0.02% | +290 | New |
| WFA Asset Management Corp | 291 | $20.4K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 294 | $20.6K | 0.00% | +12+4.3% | Added |
| Vermillion & White Wealth Management Group, LLC | 300 | $21.0K | 0.02% | −200−40.0% | Reduced |
| Thompson Investment Management, Inc. | 300 | $21.0K | 0.00% | −25−7.7% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 300 | $21.0K | 0.02% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 300 | $21.0K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 11,388 | $21.1K | 0.00% | −500−4.2% | Reduced |
| Highline Wealth Partners LLC | 307 | $21.5K | 0.01% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 314 | $22.0K | 0.01% | +27+9.4% | Added |
| Abound Wealth Management | 322 | $22.5K | 0.01% | −195−37.7% | Reduced |
| Brown Shipley& Co Ltd | 326 | $22.8K | 0.01% | −1−0.3% | Reduced |
| Providence Capital Advisors, LLC | 329 | $23.0K | 0.01% | −255−43.7% | Reduced |
| Bromfield Sneider Wealth Advisors | 331 | $23.2K | 0.01% | 00.0% | Unchanged |
| First Pacific Financial | 333 | $23.3K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 337 | $23.6K | 0.00% | −21−5.9% | Reduced |
| Truvestments Capital LLC | 345 | $24.1K | 0.01% | −422−55.0% | Reduced |
| Tyler-Stone Wealth Management | 349 | $24.4K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 349 | $24.5K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 354 | $24.8K | 0.01% | +2+0.6% | Added |
| Financial Synergies Wealth Advisors, Inc. | 354 | $24.8K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 377 | $26.4K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 395 | $27.0K | 0.01% | +1+0.3% | Added |
| Brown, Lisle/Cummings, Inc. | 386 | $27.0K | 0.01% | 00.0% | Unchanged |