| Quest Partners LLC | 1 | $67 | 0.00% | −265−99.6% | Reduced |
| Future Financial Wealth Managment LLC | 1 | $67 | 0.00% | +1 | New |
| Raleigh Capital Management Inc. | 4 | $265 | 0.00% | 00.0% | Unchanged |
| Bridge Generations Wealth Management LLC | 4 | $270 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 5 | $338 | 0.00% | −8−61.5% | Reduced |
| Legacy Investment Solutions, LLC | 5 | $338 | 0.00% | +5 | New |
| DecisionPoint Financial, LLC | 8 | $552 | 0.00% | +8 | New |
| Holos Integrated Wealth LLC | 10 | $618 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 10 | $675 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 12 | $815 | 0.00% | +12 | New |
| Tidemark, LLC | 14 | $944 | 0.00% | +14 | New |
| Centerpoint Advisors, LLC | 11 | $1.00K | 0.00% | +11 | New |
| Valued Wealth Advisors LLC | 16 | $1.09K | 0.00% | +16 | New |
| Parkworth Wealth Management, Inc. | 17 | $1.15K | 0.00% | +17 | New |
| HFM Investment Advisors, LLC | 18 | $1.21K | 0.00% | +8+80.0% | Added |
| Bare Financial Services, Inc | 19 | $1.28K | 0.00% | +19 | New |
| Perritt Capital Management Inc | 25 | $1.69K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 25 | $1.69K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 30 | $2.02K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 31 | $2.09K | 0.10% | −17−35.4% | Reduced |
| Evolution Wealth Management Inc. | 33 | $2.23K | 0.00% | +33 | New |
| SJS Investment Consulting Inc. | 34 | $2.29K | 0.00% | −25−42.4% | Reduced |
| Total Investment Management Inc | 35 | $2.36K | 0.00% | +35 | New |
| Quaker Wealth Management, LLC | 36 | $2.43K | 0.00% | +36 | New |
| Kozak & Associates, Inc. | 38 | $2.52K | 0.00% | −127−77.0% | Reduced |
| Park Place Capital Corp | 37 | $2.55K | 0.00% | −1,635−97.8% | Reduced |
| Bay Harbor Wealth Management, LLC | 43 | $2.92K | 0.00% | +24+126.3% | Added |
| WestEnd Advisors, LLC | 47 | $3.17K | 0.00% | −1−2.1% | Reduced |
| Bullock Wealth Management Group | 48 | $3.31K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 50 | $3.37K | 0.00% | −50−50.0% | Reduced |
| WealthCollab, LLC | 50 | $3.37K | 0.00% | 00.0% | Unchanged |
| Ryan Investment Management, Inc. | 50 | $3.37K | 0.00% | +50 | New |
| Horizon Financial Services, LLC | 52 | $3.51K | 0.00% | +14+36.8% | Added |
| Trifecta Capital Advisors, LLC | 55 | $3.71K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 55 | $3.71K | 0.00% | +55 | New |
| Albion Financial Group | 58 | $3.91K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 58 | $3.91K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 3,979 | $3.98K | 0.00% | +3,920+6,644.1% | Added |
| Hoey Investments, Inc | 60 | $4.05K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 62 | $4.18K | 0.01% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 64 | $4.32K | 0.00% | +64 | New |
| Clark Wealth Partners | 67 | $4.52K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 67 | $4.52K | 0.00% | +33+97.1% | Added |
| Riggs Asset Managment Co. Inc. | 68 | $4.59K | 0.00% | +68 | New |
| Fortis Group Advisors, LLC | 69 | $4.65K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 69 | $4.65K | 0.00% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 69 | $4.65K | 0.00% | 00.0% | Unchanged |
| GFG Capital, LLC | 70 | $4.72K | 0.00% | +70 | New |
| Rakuten Securities, Inc. | 71 | $4.79K | 0.00% | −16−18.4% | Reduced |
| Goodman Advisory Group, LLC | 73 | $4.92K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 76 | $5.13K | 0.01% | +76 | New |
| Cranbrook Wealth Management, LLC | 78 | $5.26K | 0.00% | −61−43.9% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 80 | $5.39K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 80 | $5.39K | 0.00% | 00.0% | Unchanged |
| Family Legacy Financial Solutions, LLC | 81 | $5.46K | 0.00% | +81 | New |
| Transce3nd, LLC | 82 | $5.53K | 0.00% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 83 | $6.00K | 0.00% | +8+10.7% | Added |
| Sherman Asset Management, Inc. | 90 | $6.07K | 0.01% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 90 | $6.07K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 91 | $6.14K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 94 | $6.34K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 96 | $6.47K | 0.00% | 00.0% | Unchanged |
| Christopher J. Hasenberg, Inc | 97 | $6.54K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 99 | $6.68K | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 100 | $6.74K | 0.01% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 100 | $6.74K | 0.00% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 100 | $6.74K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 114 | $7.00K | 0.00% | −13,732−99.2% | Reduced |
| Barrett & Company, Inc. | 104 | $7.02K | 0.00% | +1+1.0% | Added |
| 1 North Wealth Services LLC | 105 | $7.08K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 108 | $7.29K | 0.00% | +1+0.9% | Added |
| Prudent Man Investment Management, Inc. | 124 | $7.41K | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 103 | $7.46K | 0.08% | −17−14.2% | Reduced |
| WealthTrak Capital Management LLC | 115 | $7.76K | 0.01% | +45+64.3% | Added |
| Retirement Wealth Solutions LLC | 122 | $8.24K | 0.01% | +1+0.8% | Added |
| Raffa Wealth Management, LLC | 124 | $8.36K | 0.00% | −22−15.1% | Reduced |
| Ogorek Anthony Joseph | 148 | $9.00K | 0.00% | +34+29.8% | Added |
| S&T Bank | 134 | $9.04K | 0.00% | +39+41.1% | Added |
| Dogwood Wealth Management LLC | 135 | $9.21K | 0.00% | +52+62.7% | Added |
| Pacifica Partners Inc. | 137 | $9.29K | 0.00% | +33+31.7% | Added |
| Westend Capital Management, LLC | 138 | $9.31K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 140 | $9.44K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 147 | $9.50K | 0.01% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 143 | $9.64K | 0.01% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 142 | $9.64K | 0.01% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 145 | $9.78K | 0.00% | +11+8.2% | Added |
| Navigoe, LLC | 157 | $10.0K | 0.01% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 154 | $10.5K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 159 | $10.7K | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 159 | $10.7K | 0.01% | +32+25.2% | Added |
| Robinson Value Management, Ltd. | 166 | $11.2K | 0.01% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 166 | $11.2K | 0.01% | +1+0.6% | Added |
| Inlight Wealth Management, LLC | 167 | $11.3K | 0.01% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 168 | $11.3K | 0.03% | 00.0% | Unchanged |
| True Wealth Design, LLC | 169 | $11.4K | 0.00% | +12+7.6% | Added |
| Creekmur Asset Management LLC | 177 | $11.9K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 189 | $12.7K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 209 | $13.0K | 0.00% | +5+2.5% | Added |
| Maseco LLP | 194 | $13.1K | 0.00% | +194 | New |
| Meeder Asset Management Inc | 197 | $13.3K | 0.00% | +24+13.9% | Added |