| High Note Wealth, LLC | 1 | $146 | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 2 | $291 | 0.00% | −87−97.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3 | $403 | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 3 | $438 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $438 | 0.00% | +3 | New |
| Principia Wealth Advisory, LLC | 4 | $526 | 0.00% | +1+33.3% | Added |
| Blume Capital Management, Inc. | 4 | $583 | 0.00% | +4 | New |
| Bare Financial Services, Inc | 4 | $583 | 0.00% | +4 | New |
| Rialto Wealth Management, LLC | 4 | $583 | 0.00% | +4 | New |
| Chesapeake Asset Management LLC | 5 | $728 | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 5 | $729 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 6 | $874 | 0.00% | −385−98.5% | Reduced |
| Cherry Tree Wealth Management, LLC | 6 | $875 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 6 | $875 | 0.00% | +6 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 8 | $1.17K | 0.00% | −1−11.1% | Reduced |
| S&T Bank | 9 | $1.31K | 0.00% | +9 | New |
| Richard W. Paul & Associates, LLC | 10 | $1.46K | 0.00% | −2,133−99.5% | Reduced |
| Park Square Financial Group, LLC | 10 | $1.46K | 0.00% | −487−98.0% | Reduced |
| Raleigh Capital Management Inc. | 10 | $1.51K | 0.00% | −1,743−99.4% | Reduced |
| Evelyn Partners Asset Management Ltd | 12 | $1.75K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 13 | $1.89K | 0.00% | −1−7.1% | Reduced |
| CBIZ Investment Advisory Services, LLC | 13 | $1.89K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 14 | $2.04K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 15 | $2.13K | 0.00% | +5+50.0% | Added |
| Anfield Capital Management, LLC | 16 | $2.33K | 0.00% | 00.0% | Unchanged |
| Roxbury Financial LLC | 16 | $2.44K | 0.00% | −101−86.3% | Reduced |
| Mattson Financial Services, LLC | 17 | $2.48K | 0.00% | −228−93.1% | Reduced |
| WealthCollab, LLC | 17 | $2.48K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 17 | $2.48K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 17 | $2.57K | 0.15% | −2−10.5% | Reduced |
| Rakuten Securities, Inc. | 20 | $2.91K | 0.00% | +6+42.9% | Added |
| Anchor Investment Management, LLC | 22 | $3.21K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 22 | $3.21K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 25 | $3.64K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 25 | $3.64K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 29 | $3.90K | 0.00% | +18+163.6% | Added |
| Crews Bank & Trust | 28 | $4.08K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 31 | $4.52K | 0.00% | −75−70.8% | Reduced |
| Highline Wealth Partners LLC | 32 | $4.72K | 0.00% | +8+33.3% | Added |
| WealthTrak Capital Management LLC | 36 | $5.25K | 0.00% | −69−65.7% | Reduced |
| Global Wealth Strategies & Associates | 37 | $5.39K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 38 | $5.54K | 0.00% | +38 | New |
| Pittenger & Anderson Inc | 38 | $5.54K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 40 | $5.83K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 40 | $5.83K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 40 | $5.83K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 41 | $5.97K | 0.00% | +40+4,000.0% | Added |
| PrairieView Partners, LLC | 46 | $6.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 40 | $6.00K | 0.00% | +40 | New |
| Trifecta Capital Advisors, LLC | 42 | $6.12K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 43 | $6.29K | 0.00% | −3−6.5% | Reduced |
| FSC Wealth Advisors, LLC | 44 | $6.41K | 0.00% | 00.0% | Unchanged |
| Compass Financial Services Inc | 48 | $6.99K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 48 | $6.99K | 0.00% | 00.0% | Unchanged |
| Investment Management Corp | 48 | $7.00K | 0.01% | −64−57.1% | Reduced |
| Ridgewood Investments LLC | 49 | $7.08K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 51 | $7.47K | 0.00% | +2+4.1% | Added |
| Park Place Capital Corp | 56 | $8.16K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 56 | $8.16K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 60 | $8.25K | 0.00% | +60 | New |
| Kathleen S. Wright Associates Inc. | 63 | $9.18K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 65 | $9.47K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 65 | $9.47K | 0.00% | +65 | New |
| Greenline Partners, LLC | 66 | $9.62K | 0.00% | +66 | New |
| Legacy Wealth Managment, LLC | 70 | $10.2K | 0.01% | +70 | New |
| ZynergyRetirementPlanningLLC | 78 | $10.9K | 0.01% | +78 | New |
| McCarthy Grittinger Financial Group, LLC | 75 | $10.9K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 77 | $11.2K | 0.01% | +10+14.9% | Added |
| Smallwood Wealth Investment Management, LLC | 83 | $12.1K | 0.01% | +83 | New |
| TD Capital Management LLC | 87 | $12.7K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 90 | $13.0K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 90 | $13.1K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 90 | $13.1K | 0.01% | −180−66.7% | Reduced |
| PFG Private Wealth Management, LLC | 90 | $13.1K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 90 | $13.1K | 0.00% | +90 | New |
| Marshall & Sterling Wealth Advisors Inc. | 91 | $13.2K | 0.01% | −59−39.3% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 97 | $14.1K | 0.01% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 98 | $14.3K | 0.00% | +2+2.1% | Added |
| NewSquare Capital LLC | 98 | $14.3K | 0.00% | +88+880.0% | Added |
| Solstein Capital, LLC | 100 | $14.6K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. | 100 | $14.6K | 0.06% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 100 | $14.6K | 0.01% | +100 | New |
| Accredited Wealth Management, LLC | 102 | $14.9K | 0.01% | +1+1.0% | Added |
| Whipplewood Advisors, LLC | 8 | $15.0K | 0.01% | −102−92.7% | Reduced |
| Cape Investment Advisory, Inc. | 105 | $15.3K | 0.01% | −197−65.2% | Reduced |
| Sofos Investments, Inc. | 113 | $16.5K | 0.00% | +113 | New |
| New England Capital Financial Advisors LLC | 118 | $17.2K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 119 | $17.3K | 0.00% | +4+3.5% | Added |
| Webster Bank, N. A. | 123 | $17.9K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 123 | $17.9K | 0.01% | +123 | New |
| Meeder Asset Management Inc | 126 | $18.4K | 0.00% | +126 | New |
| Saudi Central Bank | 126 | $18.4K | 0.10% | +126 | New |
| Parkworth Wealth Management, Inc. | 127 | $18.5K | 0.01% | +1+0.8% | Added |
| Bogart Wealth, LLC | 129 | $18.8K | 0.00% | −66−33.8% | Reduced |
| Indiana Trust & Investment Management CO | 130 | $18.9K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 137 | $20.0K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 142 | $20.7K | 0.01% | +26+22.4% | Added |
| Raffa Wealth Management, LLC | 144 | $21.0K | 0.00% | −35−19.6% | Reduced |
| IMA Wealth, Inc. | 144 | $21.0K | 0.00% | +144 | New |
| Painted Porch Advisors LLC | 147 | $21.5K | 0.01% | 00.0% | Unchanged |