| First Command Advisory Services, Inc. | 43 | $0 | 0.00% | +10+30.3% | Added |
| Tfo-TDC, LLC | 5 | $130 | 0.00% | −11−68.8% | Reduced |
| Lansing Street Advisors | 6 | $877 | 0.00% | +6 | New |
| Guardian Wealth Management, Inc. | 6 | $878 | 0.00% | −1−14.3% | Reduced |
| PEAK6 Investments LLC | 7 | $989 | 0.00% | −521,241−100.0% | Reduced |
| Baldrige Asset Management LLC | 8 | $1.00K | 0.00% | −32−80.0% | Reduced |
| Horrell Capital Management, Inc. | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 8 | $1.18K | 0.00% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 12 | $1.75K | 0.00% | +12 | New |
| Bay Harbor Wealth Management, LLC | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 16 | $2.34K | 0.00% | −90−84.9% | Reduced |
| Goodwin Investment Advisory | 18 | $2.63K | 0.00% | 00.0% | Unchanged |
| Ravenstone Capital Management Inc. | 20 | $2.92K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 20 | $2.92K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 25 | $3.66K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 28 | $4.09K | 0.00% | 00.0% | Unchanged |
| Lam Group, Inc. | 32 | $4.68K | 0.00% | +32 | New |
| Stephens Consulting, LLC | 36 | $5.26K | 0.00% | −80−69.0% | Reduced |
| Perkins Coie Trust Co | 40 | $5.84K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 40 | $5.85K | 0.01% | +22+122.2% | Added |
| Sofos Investments, Inc. | 146 | $5.93K | 0.06% | −459−75.9% | Reduced |
| Kessler Investment Group, LLC | 41 | $6.00K | 0.01% | −78−65.5% | Reduced |
| Carolina Wealth Advisors, LLC | 40 | $6.00K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 43 | $6.28K | 0.00% | +8+22.9% | Added |
| Ruedi Wealth Management, Inc. | 48 | $7.01K | 0.00% | +48 | New |
| Annapolis Financial Services, LLC | 49 | $7.16K | 0.00% | −91−65.0% | Reduced |
| Family CFO Inc | 50 | $7.31K | 0.01% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 54 | $8.00K | 0.01% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 53 | $8.00K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 62 | $8.76K | 0.01% | −160−72.1% | Reduced |
| Sawyer & Company, Inc | 62 | $9.00K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 64 | $9.35K | 0.01% | 00.0% | Unchanged |
| Cordant, Inc. | 68 | $9.94K | 0.01% | 00.0% | Unchanged |
| Schubert & Co | 72 | $10.5K | 0.01% | −6−7.7% | Reduced |
| Insight Financial Services | 78 | $11.4K | 0.02% | +66+550.0% | Added |
| WFA of San Diego, LLC | 80 | $11.7K | 0.01% | +80 | New |
| Hoese & Co LLP | 72 | $12.0K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 84 | $12.3K | 0.01% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 86 | $12.6K | 0.01% | 00.0% | Unchanged |
| Tobam | 95 | $14.0K | 0.00% | −194−67.1% | Reduced |
| PayPay Securities Corp | 99 | $14.5K | 0.97% | +99 | New |
| Advanced Asset Management Advisors Inc | 100 | $14.6K | 0.00% | +100 | New |
| Bangor Savings Bank | 105 | $15.0K | 0.00% | −160−60.4% | Reduced |
| Live Oak Investment Partners | – | $16.1K | 0.01% | – | New |
| Horan Securities, Inc. | 113 | $16.5K | 0.01% | +76+205.4% | Added |
| Tanglewood Legacy Advisors, LLC | 116 | $17.0K | 0.01% | +116 | New |
| Affiance Financial, LLC | 118 | $17.2K | 0.01% | +118 | New |
| PrairieView Partners, LLC | 125 | $18.0K | 0.00% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 122 | $18.0K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 122 | $18.0K | 0.07% | +79+183.7% | Added |
| Knott David M Jr | 128 | $19.0K | 0.01% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 133 | $19.4K | 0.01% | −180−57.5% | Reduced |
| Pin Oak Investment Advisors Inc | 140 | $20.0K | 0.02% | +50+55.6% | Added |
| Roble, Belko & Company, Inc | 141 | $21.0K | 0.00% | 00.0% | Unchanged |
| Paragon Wealth Strategies, LLC | 144 | $21.1K | 0.03% | −151−51.2% | Reduced |
| Raleigh Capital Management Inc. | 147 | $21.5K | 0.01% | +22+17.6% | Added |
| Avion Wealth | 186 | $22.0K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 150 | $22.0K | 0.02% | 00.0% | Unchanged |
| Costello Asset Management, INC | 170 | $24.8K | 0.02% | 00.0% | Unchanged |
| Westchester Capital Management, Inc. | 176 | $25.7K | 0.01% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 176 | $25.7K | 0.02% | +176 | New |
| University of Texas/Texas Am Investment Managment Co | 180 | $26.0K | 0.01% | +180 | New |
| Savior LLC | 180 | $26.3K | 0.02% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 195 | $28.5K | 0.02% | +108+124.1% | Added |
| CarsonAllaria Wealth Management, Ltd. | 198 | $29.0K | 0.03% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 200 | $29.2K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 202 | $29.5K | 0.01% | +22+12.2% | Added |
| FSC Wealth Advisors, LLC | 207 | $30.3K | 0.05% | −66−24.2% | Reduced |
| Dakota Community Bank & Trust NA | 214 | $31.0K | 0.18% | −15−6.6% | Reduced |
| Gould Capital, LLC | 215 | $31.4K | 0.03% | −68−24.0% | Reduced |
| Horizons Wealth Management | 220 | $32.0K | 0.03% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 225 | $32.9K | 0.01% | −20−8.2% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 230 | $34.0K | 0.30% | +230 | New |
| Disciplina Capital Management LLC | 238 | $34.8K | 0.01% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 241 | $35.0K | 0.02% | −72−23.0% | Reduced |
| Financial Connections Group, Inc. | 247 | $36.0K | 0.03% | +212+605.7% | Added |
| Kempen Capital Management N.V. | 248 | $36.2K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 250 | $36.5K | 0.02% | +250 | New |
| NewSquare Capital LLC | 251 | $36.7K | 0.00% | +251 | New |
| Hallmark Capital Management Inc | 252 | $36.9K | 0.00% | −40−13.7% | Reduced |
| Compass Wealth Management LLC | 264 | $38.6K | 0.01% | +264 | New |
| TD Ameritrade Investment Management, LLC | 269 | $39.0K | 0.00% | −114−29.8% | Reduced |
| Banco de Sabadell, S.A | 570 | $40.0K | 0.03% | +155+37.3% | Added |
| Tradewinds Capital Management, LLC | 284 | $41.5K | 0.02% | −15−5.0% | Reduced |
| Register Financial Advisors LLC | 286 | $41.8K | 0.03% | +286 | New |
| Grey Fox Wealth Advisors, LLC | 289 | $42.2K | 0.03% | +289 | New |
| Financial Synergies Wealth Advisors, Inc. | 293 | $42.8K | 0.01% | +7+2.4% | Added |
| Cedar Mountain Advisors, LLC | 294 | $43.0K | 0.01% | 00.0% | Unchanged |
| Boulder Wealth Advisors, LLC | 340 | $50.0K | 0.04% | +340 | New |
| Pinnacle Bancorp, Inc. | 347 | $51.0K | 0.02% | +347 | New |
| Versant Capital Management, Inc | 356 | $52.0K | 0.02% | 00.0% | Unchanged |
| St Germain D J Co Inc | 362 | $52.9K | 0.02% | +362 | New |
| My Personal CFO, LLC | 363 | $53.0K | 0.05% | +363 | New |
| Steward Financial Group LLC | 373 | $54.0K | 0.03% | +373 | New |
| Point72 Middle East FZE | 386 | $56.4K | 0.00% | +386 | New |
| CoreFirst Bank & Trust | 387 | $56.6K | 0.04% | −11−2.8% | Reduced |
| Macroview Investment Management LLC | 394 | $57.6K | 0.10% | +244+162.7% | Added |
| Pflug Koory, LLC | 400 | $58.0K | 0.03% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 400 | $58.0K | 0.03% | 00.0% | Unchanged |
