| Safe Harbor Fiduciary, LLC | 2 | $172 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 2 | $172 | 0.00% | +2 | New |
| PFS Partners, LLC | 4 | $345 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 5 | $429 | 0.00% | +5 | New |
| Caitong International Asset Management Co., Ltd | 6 | $516 | 0.00% | +6 | New |
| Horizon Financial Services, LLC | 8 | $688 | 0.00% | 00.0% | Unchanged |
| Fiduciary Advisors, Inc. | 8 | $689 | 0.00% | +8 | New |
| Berkshire Capital Holdings Inc | 10 | $860 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 10 | $870 | 0.08% | −10,084−99.9% | Reduced |
| Gould Capital, LLC | 11 | $946 | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 13 | $1.10K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 14 | $1.20K | 0.00% | +14 | New |
| Caitlin John, LLC | 14 | $1.22K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 15 | $1.29K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 15 | $1.29K | 0.00% | +15 | New |
| Winch Advisory Services, LLC | 18 | $1.55K | 0.00% | +18 | New |
| Vermillion Wealth Management, Inc. | 20 | $1.72K | 0.00% | +20 | New |
| MV Capital Management, Inc. | 20 | $1.72K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 33 | $2.00K | 0.00% | +33 | New |
| First Command Advisory Services, Inc. | 24 | $2.06K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 25 | $2.15K | 0.00% | +25 | New |
| Maia Wealth LLC | 26 | $2.24K | 0.00% | +26 | New |
| Trivant Custom Portfolio Group, LLC | 27 | $2.32K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 29 | $2.50K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 33 | $2.84K | 0.00% | −25−43.1% | Reduced |
| CKW Financial Group | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Alexis Investment Partners, LLC | 36 | $3.10K | 0.00% | +36 | New |
| Country Trust Bank | 38 | $3.27K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 38 | $3.27K | 0.00% | 00.0% | Unchanged |
| Capital & Planning, LLC | 42 | $3.61K | 0.00% | +42 | New |
| New Millennium Group LLC | 46 | $3.96K | 0.00% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 50 | $4.30K | 0.00% | +50 | New |
| Stonebridge Financial Group, LLC | 52 | $4.47K | 0.00% | +52 | New |
| Baillie Gifford & Co | 53 | $4.56K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 56 | $4.82K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 56 | $4.83K | 0.00% | +8+16.7% | Added |
| Delta Asset Management LLC | 60 | $5.16K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 60 | $5.16K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 65 | $5.59K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 66 | $5.68K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 67 | $5.76K | 0.00% | +67 | New |
| Lee Danner & Bass Inc | 68 | $5.85K | 0.00% | +68 | New |
| Horrell Capital Management, Inc. | 70 | $6.00K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 70 | $6.02K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 75 | $6.45K | 0.00% | −51−40.5% | Reduced |
| West Branch Capital LLC | 78 | $6.71K | 0.00% | −5−6.0% | Reduced |
| Hopwood Financial Services, Inc. | 78 | $6.71K | 0.01% | +78 | New |
| Retirement Wealth Solutions LLC | 78 | $6.73K | 0.01% | +78 | New |
| Legacy Bridge, LLC | 80 | $6.88K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 80 | $6.88K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 80 | $6.92K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 82 | $7.05K | 0.00% | −14−14.6% | Reduced |
| Riverview Trust Co | 84 | $7.23K | 0.01% | −160−65.6% | Reduced |
| HHM Wealth Advisors, LLC | 90 | $7.74K | 0.00% | −40−30.8% | Reduced |
| Raleigh Capital Management Inc. | 92 | $7.87K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 95 | $8.17K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 100 | $8.56K | 0.00% | −447−81.7% | Reduced |
| Gold Investment Management Ltd. | 100 | $8.60K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 102 | $8.75K | 0.00% | −19−15.7% | Reduced |
| Macquarie Group Ltd | 103 | $9.00K | 0.00% | −2−1.9% | Reduced |
| First United Bank Trust | 105 | $9.03K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 107 | $9.20K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 109 | $9.42K | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 109 | $9.42K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 110 | $9.46K | 0.00% | +100+1,000.0% | Added |
| Talon Private Wealth, LLC | 112 | $9.63K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 115 | $9.89K | 0.01% | 00.0% | Unchanged |
| Compass Planning Associates Inc | 115 | $9.89K | 0.01% | +115 | New |
| Newton One Investments LLC | 115 | $9.89K | 0.00% | +115 | New |
| NewSquare Capital LLC | 118 | $10.2K | 0.00% | −41,507−99.7% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 122 | $10.5K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 122 | $10.5K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 131 | $11.3K | 0.01% | −45−25.6% | Reduced |
| Godsey & Gibb Associates | 133 | $11.4K | 0.00% | −507−79.2% | Reduced |
| REAP Financial Group, LLC | 134 | $11.5K | 0.00% | +1+0.8% | Added |
| FPC Investment Advisory, Inc. | 138 | $11.7K | 0.01% | +96+228.6% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 138 | $11.8K | 0.01% | +138 | New |
| Copeland Capital Management, LLC | 138 | $11.9K | 0.00% | +31+29.0% | Added |
| Harvest Fund Management Co., Ltd | 144 | $12.0K | 0.00% | −531−78.7% | Reduced |
| Richard W. Paul & Associates, LLC | 140 | $12.0K | 0.00% | +20+16.7% | Added |
| Duncker Streett & Co Inc | 148 | $12.7K | 0.00% | +148 | New |
| True Wealth Design, LLC | 150 | $12.9K | 0.01% | +2+1.4% | Added |
| Tidemark, LLC | 150 | $12.9K | 0.00% | −150−50.0% | Reduced |
| SJS Investment Consulting Inc. | 150 | $12.9K | 0.00% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 151 | $13.0K | 0.01% | +151 | New |
| FreeGulliver LLC | 152 | $13.1K | 0.01% | +152 | New |
| Chesapeake Asset Management LLC | 156 | $13.4K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 160 | $13.8K | 0.00% | +60+60.0% | Added |
| Bank of Jackson Hole Trust | 160 | $13.8K | 0.01% | +160 | New |
| Bank & Trust Co | 161 | $13.8K | 0.01% | +93+136.8% | Added |
| Beaird Harris Wealth Management, LLC | 161 | $13.8K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 160 | $14.0K | 0.01% | +160 | New |
| Global Financial Private Client, LLC | 168 | $14.5K | 0.01% | 00.0% | Unchanged |
| Tacita Capital Inc | 169 | $14.5K | 0.01% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 174 | $14.6K | 0.01% | 00.0% | Unchanged |
| Atala Financial Inc | 171 | $14.7K | 0.01% | +171 | New |
| Measured Risk Portfolios, Inc. | 178 | $15.3K | 0.02% | +178 | New |
| Eagle Bay Advisors LLC | 182 | $15.7K | 0.01% | +36+24.7% | Added |
| Quest 10 Wealth Builders, Inc. | 182 | $15.7K | 0.02% | +182 | New |