| VitalStone Financial, LLC | 7 | $0 | 0.00% | −24−77.4% | Reduced |
| Cypress Capital Management LLC (WY) | 3 | $175 | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 3 | $176 | 0.00% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 4 | $234 | 0.00% | +4 | New |
| Delos Wealth Advisors, LLC | 6 | $376 | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 10 | $585 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $585 | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 11 | $643 | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 15 | $877 | 0.00% | +15 | New |
| ClariVest Asset Management LLC | 11 | $1.00K | 0.00% | −127,619−100.0% | Reduced |
| KB Financial Partners, LLC | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lam Group, Inc. | 18 | $1.05K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 20 | $1.17K | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 25 | $1.46K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 28 | $1.64K | 0.00% | +28 | New |
| Horizons Wealth Management | 29 | $1.70K | 0.00% | −7−19.4% | Reduced |
| Iron Horse Wealth Management, LLC | 29 | $1.70K | 0.00% | +29 | New |
| Level Financial Advisors, Inc. | 30 | $1.75K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 26 | $1.78K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 25 | $1.78K | 0.00% | −300−92.3% | Reduced |
| Bull Oak Capital, LLC | 31 | $1.81K | 0.00% | +31 | New |
| Kayne Anderson Rudnick Investment Management LLC | 33 | $1.93K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 34 | $1.99K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 50 | $2.00K | 0.00% | +50 | New |
| Carmichael Hill & Associates, Inc. | 40 | $2.34K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 43 | $2.34K | 0.00% | +43 | New |
| Provenance Wealth Advisors, LLC | 41 | $2.40K | 0.00% | +41 | New |
| CGC Financial Services, LLC | 42 | $2.46K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 43 | $2.51K | 0.00% | −30−41.1% | Reduced |
| PayPay Securities Corp | 27 | $2.89K | 0.14% | −1−3.6% | Reduced |
| Tortoise Investment Management, LLC | 50 | $2.92K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 50 | $2.92K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 50 | $2.92K | 0.01% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 50 | $2.92K | 0.00% | +50 | New |
| Roble, Belko & Company, Inc | 51 | $3.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 64 | $3.00K | 0.00% | +11+20.8% | Added |
| Milestone Investment Advisors LLC | 52 | $3.04K | 0.00% | +52 | New |
| West Financial Advisors, LLC | 55 | $3.22K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 59 | $3.45K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 61 | $3.57K | 0.00% | −442−87.9% | Reduced |
| Stone House Investment Management, LLC | 63 | $3.69K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 64 | $3.74K | 0.01% | +64 | New |
| Piscataqua Savings Bank | 65 | $3.80K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 66 | $3.86K | 0.00% | +66 | New |
| Tucker Asset Management LLC | 67 | $3.92K | 0.00% | −118−63.8% | Reduced |
| Robinswood Financial LLC | 76 | $4.44K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 79 | $4.62K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 80 | $4.68K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 80 | $4.68K | 0.00% | +20+33.3% | Added |
| Cherry Tree Wealth Management, LLC | 82 | $4.79K | 0.00% | −6−6.8% | Reduced |
| Davidson Capital Management Inc. | 83 | $4.85K | 0.00% | +32+62.7% | Added |
| Global Financial Private Client, LLC | 83 | $4.86K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 87 | $5.09K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 100 | $5.85K | 0.00% | −4,530−97.8% | Reduced |
| Legend Financial Advisors, Inc. | 100 | $5.85K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 101 | $5.90K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 110 | $6.00K | 0.00% | −297−73.0% | Reduced |
| NVWM, LLC | 107 | $6.25K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 108 | $6.31K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 123 | $7.00K | 0.00% | −1,254−91.1% | Reduced |
| Addison Advisors LLC | 120 | $7.02K | 0.00% | −42−25.9% | Reduced |
| Pittenger & Anderson Inc | 122 | $7.13K | 0.00% | −75−38.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 124 | $7.25K | 0.00% | −500−80.1% | Reduced |
| New England Capital Financial Advisors LLC | 128 | $7.48K | 0.01% | −44−25.6% | Reduced |
| Duncker Streett & Co Inc | 131 | $7.66K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 132 | $7.72K | 0.00% | +132 | New |
| Private Ocean, LLC | 137 | $8.01K | 0.00% | −18−11.6% | Reduced |
| Nordwand Advisors, LLC | 142 | $8.30K | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 153 | $8.94K | 0.01% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 160 | $9.35K | 0.01% | −180−52.9% | Reduced |
| CoreFirst Bank & Trust | 160 | $9.35K | 0.01% | +70+77.8% | Added |
| Provence Wealth Management Group | 160 | $9.35K | 0.01% | +160 | New |
| Performa Ltd (US), LLC | 175 | $10.2K | 0.00% | +10+6.1% | Added |
| Advisors Preferred, LLC | 175 | $10.2K | 0.00% | +175 | New |
| Johnson Midwest Financial, LLC | 178 | $10.4K | 0.02% | +100+128.2% | Added |
| Independence Bank of Kentucky | 180 | $10.5K | 0.00% | +50+38.5% | Added |
| Sanctuary Wealth Management, L.L.C. | 187 | $10.9K | 0.01% | +21+12.7% | Added |
| Benjamin Edwards Inc | 195 | $11.0K | 0.00% | −1,065−84.5% | Reduced |
| Financial Management Professionals, Inc. | 193 | $11.0K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 190 | $11.1K | 0.00% | +10+5.6% | Added |
| Oliver Lagore Vanvalin Investment Group | 192 | $11.2K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 200 | $11.7K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 200 | $11.7K | 0.01% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 200 | $11.7K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 206 | $12.0K | 0.00% | 00.0% | Unchanged |
| Distillate Capital Partners LLC | 209 | $12.2K | 3.08% | +56+36.6% | Added |
| Buck Wealth Strategies, LLC | 212 | $12.4K | 0.00% | −240−53.1% | Reduced |
| Highline Wealth Partners LLC | 220 | $12.9K | 0.01% | +8+3.8% | Added |
| Pathway Financial Advisers, LLC | 221 | $12.9K | 0.01% | +221 | New |
| Kozak & Associates, Inc. | 225 | $13.0K | 0.00% | +130+136.8% | Added |
| Retirement Group, LLC | 224 | $13.1K | 0.01% | −1−0.4% | Reduced |
| Activest Wealth Management | 227 | $13.3K | 0.01% | +48+26.8% | Added |
| Cassady Schiller Wealth Management, LLC | 231 | $13.5K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 235 | $13.7K | 0.00% | +235 | New |
| Rock Creek Group, LP | 245 | $14.3K | 0.00% | −359−59.4% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 245 | $14.3K | 0.01% | +245 | New |
| Legacy Financial Group LLC | 250 | $14.6K | 0.00% | +250 | New |
| Column Capital Advisors, LLC | 259 | $15.1K | 0.00% | −1−0.4% | Reduced |
| HHM Wealth Advisors, LLC | 268 | $15.7K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 269 | $15.7K | 0.00% | +194+258.7% | Added |