| Bollard Group LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1 | $570 | 0.00% | −1,170−99.9% | Reduced |
| Key Capital Management, INC | 1 | $570 | 0.00% | +1 | New |
| Chilton Capital Management LLC | 1 | $571 | 0.00% | +1 | New |
| NorthAvenue LLC | 1 | $571 | 0.00% | +1 | New |
| Atlantic Private Wealth, LLC | 1 | $572 | 0.00% | +1 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 1 | $685 | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 1 | $693 | 0.00% | +1 | New |
| Lummis Asset Management, LP | 2 | $1.14K | 0.00% | +2 | New |
| Portfolio Resources Advisor Group, Inc. | 2 | $1.14K | 0.00% | +2 | New |
| Cornerstone Financial Management LLC | 2 | $1.14K | 0.00% | +2 | New |
| Quaker Wealth Management, LLC | 2 | $1.14K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 2 | $1.14K | 0.00% | +2 | New |
| Acumen Wealth Advisors, LLC | 2 | $1.14K | 0.00% | +2 | New |
| Tradewinds Capital Management, LLC | 2 | $1.15K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 3 | $1.71K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 3 | $1.71K | 0.00% | +3 | New |
| Walsh & Associates, LLC | 3 | $1.71K | 0.00% | +3 | New |
| PayPay Securities Corp | 4 | $2.28K | 0.07% | −7−63.6% | Reduced |
| NVWM, LLC | 4 | $2.28K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 4 | $2.28K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 5 | $2.72K | 0.00% | +3+150.0% | Added |
| Davis Capital Management | 5 | $2.85K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 5 | $2.85K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 5 | $2.85K | 0.00% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 5 | $2.85K | 0.00% | +5 | New |
| BFSG, LLC | 5 | $2.85K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $2.85K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 5 | $2.85K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 6 | $3.00K | 0.00% | −12−66.7% | Reduced |
| Caitong International Asset Management Co., Ltd | 6 | $3.42K | 0.00% | −214−97.3% | Reduced |
| Cedar Mountain Advisors, LLC | 6 | $3.42K | 0.00% | −2−25.0% | Reduced |
| Optima Capital LLC | 6 | $3.42K | 0.00% | +6 | New |
| Marquette Asset Management, LLC | 6 | $3.42K | 0.00% | −6−50.0% | Reduced |
| Activest Wealth Management | 7 | $3.99K | 0.00% | −12−63.2% | Reduced |
| TCTC Holdings, LLC | 7 | $3.99K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 7 | $3.99K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 7 | $3.99K | 0.00% | +7 | New |
| MJT & Associates Financial Advisory Group, Inc. | 7 | $3.99K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 8 | $4.56K | 0.00% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 8 | $4.56K | 0.00% | +8 | New |
| Coston, McIsaac & Partners | 10 | $5.00K | 0.00% | −2−16.7% | Reduced |
| MPWM Advisory Solutions, LLC | 9 | $5.13K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 9 | $5.13K | 0.00% | +9 | New |
| Hurley Capital, LLC | 9 | $5.15K | 0.00% | +8+800.0% | Added |
| Vision Financial Markets LLC | 10 | $5.49K | 0.01% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 10 | $5.70K | 0.00% | −30−75.0% | Reduced |
| Minot DeBlois Advisors LLC | 10 | $5.70K | 0.01% | −7−41.2% | Reduced |
| Eukles Asset Management | 10 | $5.70K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 10 | $5.70K | 0.00% | 00.0% | Unchanged |
| Peterson Wealth Services | 10 | $5.70K | 0.00% | −91−90.1% | Reduced |
| Whipplewood Advisors, LLC | 10 | $5.70K | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 10 | $5.70K | 0.00% | +10 | New |
| McGuire Capital Advisors Inc | 10 | $5.70K | 0.00% | +10 | New |
| Atwood & Palmer Inc | 10 | $5.70K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 10 | $5.70K | 0.00% | +10 | New |
| PFS Partners, LLC | 10 | $5.75K | 0.00% | 00.0% | Unchanged |
| Banque Transatlantique SA | 12 | $6.84K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 12 | $6.84K | 0.00% | +4+50.0% | Added |
| Redmont Wealth Advisors LLC | 12 | $6.84K | 0.01% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 12 | $6.84K | 0.00% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 12 | $6.84K | 0.00% | +12 | New |
| Arlington Trust Co LLC | 13 | $7.41K | 0.00% | −227−94.6% | Reduced |
| Kilter Group LLC | 14 | $7.98K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 14 | $7.98K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 14 | $7.98K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 14 | $7.98K | 0.00% | +4+40.0% | Added |
| Joseph Group Capital Management | 14 | $7.98K | 0.00% | +14 | New |
| Kentucky Trust Co | 14 | $7.98K | 0.00% | +14 | New |
| Greenline Wealth Management LLC | 14 | $7.99K | 0.01% | +14 | New |
| Hughes Financial Services, LLC | 15 | $8.55K | 0.00% | −163−91.6% | Reduced |
| Dogwood Wealth Management LLC | 15 | $8.55K | 0.00% | −4−21.1% | Reduced |
| Washington Trust Advisors, Inc. | 15 | $8.55K | 0.00% | −2−11.8% | Reduced |
| FWL Investment Management, LLC | 15 | $8.55K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 15 | $8.55K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 15 | $8.55K | 0.00% | −10−40.0% | Reduced |
| Clayton Financial Group LLC | 15 | $8.55K | 0.00% | +15 | New |
| Strategic Advocates LLC | 15 | $8.62K | 0.00% | +15 | New |
| Comprehensive Financial Planning, Inc. | 15 | $8.70K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 16 | $9.00K | 0.00% | −2−11.1% | Reduced |
| Cape Investment Advisory, Inc. | 16 | $9.12K | 0.00% | +7+77.8% | Added |
| Atlantic Trust, LLC | 16 | $9.12K | 0.00% | −4−20.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 16 | $9.12K | 0.00% | +3+23.1% | Added |
| Clark Wealth Partners | 17 | $9.72K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 18 | $10.3K | 0.01% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 16 | $10.7K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 19 | $10.8K | 0.00% | +1+5.6% | Added |
| Bare Financial Services, Inc | 19 | $10.8K | 0.00% | +3+18.8% | Added |
| Navalign, LLC | 19 | $10.8K | 0.00% | +19 | New |
| Avion Wealth | 21 | $11.0K | 0.00% | −1−4.5% | Reduced |
| Carolina Wealth Advisors, LLC | 20 | $11.4K | 0.01% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 20 | $11.4K | 0.01% | +19+1,900.0% | Added |
| Camelot Portfolios, LLC | 20 | $11.4K | 0.01% | +20 | New |
| Signature Resources Capital Management, LLC | 22 | $12.5K | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 22 | $12.5K | 0.01% | +22 | New |
| Ogorek Anthony Joseph | 24 | $13.0K | 0.00% | −6−20.0% | Reduced |
| Financial Connections Group, Inc. | 24 | $13.0K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 23 | $13.1K | 0.00% | −7−23.3% | Reduced |
| Vermillion Wealth Management, Inc. | 23 | $13.1K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 23 | $13.1K | 0.00% | 00.0% | Unchanged |