| Financial Life Planners | 1 | $78 | 0.00% | +1 | New |
| Hurley Capital, LLC | 2 | $241 | 0.00% | +2 | New |
| Walsh & Associates, LLC | 4 | $481 | 0.00% | +4 | New |
| Bear Mountain Capital, Inc. | 5 | $586 | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 5 | $602 | 0.00% | 00.0% | Unchanged |
| Networth Advisors, LLC | 6 | $722 | 0.00% | −45−88.2% | Reduced |
| Breakwater Investment Management | 9 | $1.08K | 0.00% | −100−91.7% | Reduced |
| Nvest Wealth Strategies, Inc. | 9 | $1.08K | 0.00% | +9 | New |
| Silver Grove Financial Group, Inc. | 9 | $1.08K | 0.00% | +9 | New |
| Palladiem, LLC | 10 | $1.21K | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 10 | $1.22K | 0.00% | −547−98.2% | Reduced |
| Benson Wealth Management INC | 13 | $1.56K | 0.00% | −8−38.1% | Reduced |
| My Portfolio Guide, LLC | 16 | $1.93K | 0.00% | +16 | New |
| CWM Advisors, LLC | 18 | $2.17K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 20 | $2.41K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 21 | $2.53K | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 24 | $2.89K | 0.05% | −3−11.1% | Reduced |
| C M Bidwell & Associates Ltd | 24 | $2.89K | 0.00% | 00.0% | Unchanged |
| Ball & Co Wealth Management Inc. | 31 | $3.00K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 27 | $3.25K | 0.00% | −15−35.7% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 35 | $4.21K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 36 | $4.33K | 0.00% | +36 | New |
| Clarity Asset Management, Inc. | 39 | $4.65K | 0.00% | +1+2.6% | Added |
| PayPay Securities Corp | 46 | $5.31K | 0.18% | −13−22.0% | Reduced |
| Eukles Asset Management | 45 | $5.41K | 0.00% | 00.0% | Unchanged |
| Vanguard Advisers Inc | 45 | $5.41K | 0.00% | +45 | New |
| Three Bearings Fiduciary Advisors, Inc. | 45 | $5.49K | 0.01% | +20+80.0% | Added |
| Merkkuri Wealth Advisors LLC | 49 | $5.89K | 0.00% | +49 | New |
| Key Capital Management, INC | 49 | $5.89K | 0.00% | −50−50.5% | Reduced |
| Graney & King, LLC | 50 | $5.98K | 0.00% | +1+2.0% | Added |
| Bradley & Co. Private Wealth Management, LLC | 51 | $6.18K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 55 | $6.62K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 57 | $6.91K | 0.00% | −563−90.8% | Reduced |
| Imprint Wealth LLC | 58 | $6.98K | 0.03% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 67 | $8.06K | 0.00% | −139−67.5% | Reduced |
| Legacy Wealth Managment, LLC | 70 | $8.42K | 0.00% | +64+1,066.7% | Added |
| Burkett Financial Services, LLC | 72 | $8.67K | 0.00% | +1+1.4% | Added |
| Navigoe, LLC | 81 | $9.00K | 0.01% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 79 | $9.52K | 0.00% | 00.0% | Unchanged |
| Portus Wealth Advisors, LLC | 80 | $9.62K | 0.01% | +80 | New |
| Strive Financial Group ,LLC | 81 | $10.0K | 0.01% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 87 | $10.5K | 0.00% | −28−24.3% | Reduced |
| Evelyn Partners Investment Management (Europe) Ltd | 87 | $10.5K | 0.00% | 00.0% | Unchanged |
| Prudent Man Investment Management, Inc. | 100 | $10.5K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 94 | $11.2K | 0.08% | −37−28.2% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 96 | $11.5K | 0.00% | +96 | New |
| RMG Wealth Management LLC | 105 | $11.6K | 0.00% | +63+150.0% | Added |
| Miller Wealth Advisors, LLC | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 100 | $12.0K | 0.01% | 00.0% | Unchanged |
| NorthAvenue LLC | 100 | $12.0K | 0.01% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 100 | $12.0K | 0.00% | +100 | New |
| Copia Wealth Management | 111 | $13.4K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 114 | $13.7K | 0.01% | +82+256.3% | Added |
| Turim 21 Investimentos Ltda. | 114 | $13.7K | 0.00% | +114 | New |
| Torren Management, LLC | 117 | $14.0K | 0.01% | −1,417−92.4% | Reduced |
| Evelyn Partners Asset Management Ltd | 118 | $14.2K | 0.00% | 00.0% | Unchanged |
| LM Advisors LLC | 1,727 | $14.3K | 0.29% | +215+14.2% | Added |
| Morton Brown Family Wealth, LLC | 119 | $14.3K | 0.00% | 00.0% | Unchanged |
| Mosley Wealth Management | 175 | $14.6K | 0.01% | +175 | New |
| DecisionPoint Financial, LLC | 122 | $14.7K | 0.00% | −15−10.9% | Reduced |
| Financial Avengers, Inc. | 131 | $15.7K | 0.01% | −14−9.7% | Reduced |
| Keystone Financial Group, Inc. | 132 | $15.9K | 0.01% | +1+0.8% | Added |
| Luken Investment Analytics, LLC | 134 | $16.1K | 0.01% | −15−10.1% | Reduced |
| Virginia Estate & Retirement Planning Advisors Inc. | 135 | $16.2K | 0.07% | +135 | New |
| Portfolio Resources Advisor Group, Inc. | 148 | $17.9K | 0.02% | −9−5.7% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 159 | $19.0K | 0.00% | +1+0.6% | Added |
| IFG Advisory, LLC | 158 | $19.0K | 0.05% | −24,449−99.4% | Reduced |
| Cherry Tree Wealth Management, LLC | 160 | $19.2K | 0.00% | −460−74.2% | Reduced |
| Robinson Value Management, Ltd. | 166 | $20.0K | 0.01% | 00.0% | Unchanged |
| Financially Speaking Inc | 176 | $21.2K | 0.10% | 00.0% | Unchanged |
| Burk Holdings LLC | 184 | $22.1K | 0.01% | +184 | New |
| Y.D. More Investments Ltd | 269 | $22.7K | 0.00% | −1,285−82.7% | Reduced |
| Tidemark, LLC | 193 | $23.2K | 0.01% | +18+10.3% | Added |
| Advocate Investing Services LLC | 199 | $23.9K | 0.02% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 200 | $24.1K | 0.00% | 00.0% | Unchanged |
| Sellwood Investment Partners LLC | 200 | $24.1K | 0.01% | 00.0% | Unchanged |
| Atomic Invest LLC | 209 | $24.7K | 0.01% | +59+39.3% | Added |
| Bullseye Investment Management, LLC | 209 | $25.1K | 0.01% | −18−7.9% | Reduced |
| Provenance Wealth Advisors, LLC | 210 | $25.3K | 0.00% | −60−22.2% | Reduced |
| Capula Management Ltd | 220 | $26.5K | 0.00% | +220 | New |
| Capital & Planning, LLC | 220 | $26.5K | 0.02% | +220 | New |
| Friedenthal Financial | 223 | $26.8K | 0.01% | 00.0% | Unchanged |
| Sankala Group LLC | 229 | $27.7K | 0.02% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 235 | $28.3K | 0.02% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 239 | $28.9K | 0.01% | +78+48.4% | Added |
| Protective Life Corp | 241 | $29.0K | 0.10% | +241 | New |
| WealthCollab, LLC | 245 | $29.5K | 0.01% | +24+10.9% | Added |
| Abound Financial, LLC | 246 | $29.6K | 0.01% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 250 | $30.1K | 0.01% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 251 | $30.2K | 0.01% | +251 | New |
| Solstein Capital, LLC | 255 | $30.7K | 0.01% | +255 | New |
| Noble Wealth Management PBC | 261 | $31.4K | 0.02% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 263 | $31.7K | 0.03% | 00.0% | Unchanged |
| Security National Bank | 267 | $32.1K | 0.00% | −1,365−83.6% | Reduced |
| Red Tortoise LLC | 267 | $32.1K | 0.01% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 272 | $32.8K | 0.01% | −684−71.5% | Reduced |
| Kingdom Financial Group LLC. | 272 | $32.8K | 0.01% | +31+12.9% | Added |
| Cypress Capital Management LLC (WY) | 283 | $34.0K | 0.03% | +25+9.7% | Added |
| Harbor Asset Planning, Inc. | 285 | $34.3K | 0.03% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 294 | $35.4K | 0.04% | 00.0% | Unchanged |
