| IMA Wealth, Inc. | 1 | $698 | 0.00% | +1 | New |
| Smallwood Wealth Investment Management, LLC | 1 | $698 | 0.00% | +1 | New |
| Blume Capital Management, Inc. | 1 | $699 | 0.00% | +1 | New |
| PEAK6 LLC | 1 | $795 | 0.00% | −2−66.7% | Reduced |
| Centerpoint Advisors, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Marshall & Sterling Wealth Advisors Inc. | 2 | $1.40K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 2 | $1.40K | 0.00% | −36−94.7% | Reduced |
| Cape Investment Advisory, Inc. | 2 | $1.40K | 0.00% | −2−50.0% | Reduced |
| Rakuten Securities, Inc. | 2 | $1.40K | 0.00% | −1−33.3% | Reduced |
| American Capital Advisory, LLC | 2 | $1.40K | 0.00% | −1−33.3% | Reduced |
| PayPay Securities Corp | 2 | $1.40K | 0.07% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 2 | $1.40K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 2 | $1.40K | 0.00% | +2 | New |
| Quaker Wealth Management, LLC | 2 | $1.40K | 0.00% | +2 | New |
| Essential Partners LLC | 2 | $1.40K | 0.00% | +2 | New |
| 1620 Investment Advisors, Inc. | 2 | $1.75K | 0.00% | −1−33.3% | Reduced |
| Navigoe, LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 3 | $2.09K | 0.00% | −2−40.0% | Reduced |
| First Command Advisory Services, Inc. | 3 | $2.10K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 3 | $2.10K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $2.10K | 0.00% | +2+200.0% | Added |
| LGT Financial Advisors LLC | 3 | $2.10K | 0.01% | +3 | New |
| Proathlete Wealth Management LLC | 3 | $2.10K | 0.00% | +3 | New |
| Rialto Wealth Management, LLC | 3 | $2.10K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 4 | $2.79K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 4 | $2.79K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 4 | $2.79K | 0.00% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 4 | $2.79K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 5 | $3.49K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 5 | $3.49K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 5 | $3.49K | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 5 | $3.49K | 0.00% | −12−70.6% | Reduced |
| WealthTrak Capital Management LLC | 5 | $3.49K | 0.00% | −5−50.0% | Reduced |
| Garde Capital, Inc. | 5 | $3.49K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 5 | $3.49K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 5 | $3.49K | 0.00% | +5 | New |
| TD Capital Management LLC | 5 | $3.58K | 0.00% | −10−66.7% | Reduced |
| Briaud Financial Planning, Inc | 7 | $4.00K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 6 | $4.19K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 6 | $4.19K | 0.00% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 6 | $4.19K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 6 | $4.19K | 0.00% | +6 | New |
| Parkworth Wealth Management, Inc. | 6 | $4.24K | 0.00% | +1+20.0% | Added |
| Kestra Investment Management, LLC | 7 | $4.25K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 7 | $4.89K | 0.00% | 00.0% | Unchanged |
| Total Investment Management Inc | 7 | $4.89K | 0.00% | +7 | New |
| Redwood Park Advisors LLC | 7 | $4.90K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 8 | $5.00K | 0.00% | +3+60.0% | Added |
| Bare Financial Services, Inc | 8 | $5.59K | 0.00% | +7+700.0% | Added |
| Orion Capital Management LLC | 8 | $5.59K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 8 | $5.59K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 9 | $6.29K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 9 | $6.35K | 0.00% | −11−55.0% | Reduced |
| First Community Trust NA | 10 | $6.99K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 10 | $6.99K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 10 | $6.99K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 10 | $6.99K | 0.01% | +2+25.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 10 | $6.99K | 0.00% | +10 | New |
| Silicon Valley Capital Partners | 10 | $6.99K | 0.00% | +10 | New |
| VSM Wealth Advisory, LLC | 10 | $6.99K | 0.00% | +10 | New |
| Oliver Lagore Vanvalin Investment Group | 12 | $7.29K | 0.00% | +12 | New |
| Fortis Group Advisors, LLC | 11 | $7.68K | 0.00% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 11 | $7.68K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 12 | $8.00K | 0.00% | −615−98.1% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 12 | $8.38K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 12 | $8.38K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 12 | $8.38K | 0.00% | +12 | New |
| Highline Wealth Partners LLC | 12 | $8.40K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 13 | $9.08K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 13 | $9.14K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 14 | $9.90K | 0.00% | +11+366.7% | Added |
| Roble, Belko & Company, Inc | 15 | $10.0K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 15 | $10.5K | 0.01% | 00.0% | Unchanged |
| Copia Wealth Management | 15 | $10.5K | 0.01% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 15 | $10.5K | 0.00% | +15 | New |
| DiNuzzo Private Wealth, Inc. | 15 | $10.5K | 0.00% | −1−6.3% | Reduced |
| Mascoma Wealth Management LLC | 17 | $11.9K | 0.00% | −8−32.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 17 | $11.9K | 0.00% | −2−10.5% | Reduced |
| Wolff Wiese Magana LLC | 17 | $11.9K | 0.01% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 17 | $11.9K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 17 | $11.9K | 0.00% | +5+41.7% | Added |
| Morse Asset Management, Inc | 17 | $11.9K | 0.00% | +9+112.5% | Added |
| Comprehensive Financial Planning, Inc. | 17 | $11.9K | 0.01% | 00.0% | Unchanged |
| Graney & King, LLC | 17 | $11.9K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 18 | $12.6K | 0.00% | −29−61.7% | Reduced |
| Fourth Dimension Wealth, LLC | 18 | $12.6K | 0.01% | −26−59.1% | Reduced |
| Raffa Wealth Management, LLC | 18 | $12.6K | 0.00% | −4−18.2% | Reduced |
| Valley National Advisers Inc | 20 | $13.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 19 | $13.3K | 0.00% | −2−9.5% | Reduced |
| Iron Horse Wealth Management, LLC | 19 | $13.3K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 20 | $14.0K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 20 | $14.0K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 20 | $14.5K | 0.00% | −12−37.5% | Reduced |
| Truvestments Capital LLC | 21 | $14.7K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 21 | $15.3K | 0.01% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 22 | $15.4K | 0.02% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 23 | $16.1K | 0.00% | 00.0% | Unchanged |
| Access Investment Management LLC | 23 | $16.1K | 0.00% | +23 | New |
| Abound Wealth Management | 23 | $16.4K | 0.00% | −11−32.4% | Reduced |