| Quest 10 Wealth Builders, Inc. | 1 | $315 | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 1 | $525 | 0.00% | −1−50.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 1 | $525 | 0.00% | +1 | New |
| Delos Wealth Advisors, LLC | 1 | $525 | 0.00% | +1 | New |
| Smallwood Wealth Investment Management, LLC | 1 | $525 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $525 | 0.00% | +1 | New |
| Peterson Wealth Services | 1 | $526 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $535 | 0.00% | +1 | New |
| Motco | 1 | $545 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1 | $555 | 0.00% | −3−75.0% | Reduced |
| Kestra Investment Management, LLC | 1 | $635 | 0.00% | 00.0% | Unchanged |
| Tobam | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 2 | $1.05K | 0.00% | −1,695−99.9% | Reduced |
| Wolff Wiese Magana LLC | 2 | $1.05K | 0.00% | −7−77.8% | Reduced |
| Legacy Wealth Managment, LLC | 2 | $1.05K | 0.00% | −1−33.3% | Reduced |
| Cherry Tree Wealth Management, LLC | 2 | $1.05K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 2 | $1.05K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2 | $1.05K | 0.00% | +1+100.0% | Added |
| GFG Capital, LLC | 2 | $1.05K | 0.00% | +2 | New |
| Quaker Wealth Management, LLC | 2 | $1.05K | 0.00% | +2 | New |
| Atticus Wealth Management, LLC | 2 | $1.05K | 0.00% | +2 | New |
| LGT Financial Advisors LLC | 2 | $1.05K | 0.00% | +2 | New |
| Legacy Investment Solutions, LLC | 2 | $1.05K | 0.00% | +2 | New |
| Concord Wealth Partners | 2 | $1.05K | 0.00% | −1,999−99.9% | Reduced |
| MRP Capital Investments, LLC | 3 | $1.57K | 0.00% | −21−87.5% | Reduced |
| Front Row Advisors LLC | 3 | $1.57K | 0.00% | −1−25.0% | Reduced |
| Longfellow Investment Management Co LLC | 3 | $1.57K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 3 | $1.57K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 3 | $1.57K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 3 | $1.57K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 3 | $1.57K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 3 | $1.57K | 0.08% | +1+50.0% | Added |
| Rialto Wealth Management, LLC | 3 | $1.57K | 0.00% | +2+200.0% | Added |
| Team Financial Group, LLC | 3 | $1.57K | 0.00% | +3 | New |
| Stephens Consulting, LLC | 3 | $1.57K | 0.00% | +3 | New |
| WealthCollab, LLC | 4 | $2.10K | 0.00% | −16−80.0% | Reduced |
| BankPlus Trust Department | 4 | $2.10K | 0.00% | −4−50.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 4 | $2.10K | 0.00% | −3−42.9% | Reduced |
| WestEnd Advisors, LLC | 4 | $2.10K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 4 | $2.10K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 4 | $2.10K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 4 | $2.10K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 4 | $2.10K | 0.00% | 00.0% | Unchanged |
| Eq Wealth Advisors, LLC | 4 | $2.10K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 4 | $2.10K | 0.00% | +3+300.0% | Added |
| Atlantic Trust, LLC | 4 | $2.10K | 0.00% | +4 | New |
| Graney & King, LLC | 4 | $2.10K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 4 | $2.10K | 0.00% | −5−55.6% | Reduced |
| Silicon Valley Capital Partners | 4 | $2.11K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 4 | $2.16K | 0.00% | −4−50.0% | Reduced |
| Sound Income Strategies, LLC | 5 | $2.63K | 0.00% | −5−50.0% | Reduced |
| Garde Capital, Inc. | 5 | $2.63K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 5 | $2.63K | 0.00% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 5 | $2.63K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 5 | $2.77K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 6 | $3.15K | 0.00% | −80−93.0% | Reduced |
| Armstrong Advisory Group, Inc | 6 | $3.15K | 0.00% | −20−76.9% | Reduced |
| NVWM, LLC | 6 | $3.15K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 6 | $3.15K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 6 | $3.15K | 0.00% | 00.0% | Unchanged |
| Prudent Man Investment Management, Inc. | 5 | $3.56K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 7 | $3.67K | 0.00% | −9−56.3% | Reduced |
| True Wealth Design, LLC | 7 | $3.67K | 0.00% | −5−41.7% | Reduced |
| Farmers & Merchants Investments Inc | 7 | $3.67K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 7 | $3.67K | 0.00% | +4+133.3% | Added |
| S&T Bank | 7 | $3.67K | 0.00% | +7 | New |
| Redmont Wealth Advisors LLC | 7 | $3.67K | 0.01% | +7 | New |
| Bare Financial Services, Inc | 7 | $3.67K | 0.00% | +7 | New |
| Hollencrest Capital Management | 7 | $3.68K | 0.00% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 8 | $4.20K | 0.00% | −4−33.3% | Reduced |
| Trust Co of Toledo NA | 8 | $4.20K | 0.00% | +8 | New |
| Cape Investment Advisory, Inc. | 8 | $4.20K | 0.00% | +8 | New |
| Essential Partners LLC | 8 | $4.20K | 0.00% | +8 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 9 | $4.72K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 9 | $4.72K | 0.00% | +3+50.0% | Added |
| IMG Wealth Management, Inc. | 9 | $4.72K | 0.00% | +9 | New |
| Roxbury Financial LLC | 9 | $4.73K | 0.00% | +9 | New |
| CKW Financial Group | 10 | $5.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 10 | $5.21K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 10 | $5.25K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 10 | $5.25K | 0.00% | +10 | New |
| WealthTrak Capital Management LLC | 11 | $5.78K | 0.00% | +7+175.0% | Added |
| Avion Wealth | 13 | $6.00K | 0.00% | +4+44.4% | Added |
| Bogart Wealth, LLC | 12 | $6.30K | 0.00% | −17−58.6% | Reduced |
| Dogwood Wealth Management LLC | 12 | $6.57K | 0.00% | +9+300.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 13 | $6.83K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 14 | $7.00K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 14 | $7.35K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 14 | $7.35K | 0.00% | +14 | New |
| PFS Partners, LLC | 14 | $7.37K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 15 | $7.88K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 14 | $7.98K | 0.00% | +4+40.0% | Added |
| Sachetta, LLC | 16 | $8.40K | 0.00% | −5−23.8% | Reduced |
| Global X Japan Co., Ltd. | 16 | $8.40K | 0.00% | +16 | New |
| Jackson, Grant Investment Advisers, Inc. | 17 | $8.93K | 0.00% | −14−45.2% | Reduced |
| Total Investment Management Inc | 17 | $8.95K | 0.00% | +17 | New |
| Fortitude Family Office, LLC | 18 | $9.45K | 0.00% | −36−66.7% | Reduced |
| Raffa Wealth Management, LLC | 18 | $9.45K | 0.00% | −5−21.7% | Reduced |
| Financial Network Wealth Advisors LLC | 18 | $9.45K | 0.01% | +6+50.0% | Added |