| Quest 10 Wealth Builders, Inc. | 1 | $354 | 0.00% | +1 | New |
| Chesapeake Asset Management LLC | 1 | $589 | 0.00% | +1 | New |
| Ancora Advisors, LLC | 1 | $590 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 1 | $590 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $590 | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 1 | $590 | 0.00% | +1 | New |
| Greenline Partners, LLC | 1 | $590 | 0.00% | +1 | New |
| Stonebridge Financial Group, LLC | 1 | $590 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 1 | $590 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $590 | 0.00% | +1 | New |
| Ameriflex Group, Inc. | 2 | $1.18K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2 | $1.18K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 2 | $1.18K | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 2 | $1.18K | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 2 | $1.18K | 0.00% | +2 | New |
| Bare Financial Services, Inc | 2 | $1.18K | 0.00% | +2 | New |
| Financial Network Wealth Advisors LLC | 2 | $1.18K | 0.00% | +2 | New |
| PEAK6 LLC | 3 | $1.73K | 0.00% | +3 | New |
| Transce3nd, LLC | 3 | $1.77K | 0.00% | −1−25.0% | Reduced |
| High Note Wealth, LLC | 3 | $1.77K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 3 | $1.77K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $1.77K | 0.00% | +2+200.0% | Added |
| WealthTrak Capital Management LLC | 3 | $1.77K | 0.00% | +2+200.0% | Added |
| ROSS\JOHNSON & Associates LLC | 3 | $1.77K | 0.03% | +3 | New |
| Principia Wealth Advisory, LLC | 4 | $2.21K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 4 | $2.36K | 0.00% | −4−50.0% | Reduced |
| Highline Wealth Partners LLC | 4 | $2.36K | 0.00% | −2−33.3% | Reduced |
| NVWM, LLC | 4 | $2.36K | 0.00% | +3+300.0% | Added |
| UMA Financial Services, Inc. | 4 | $2.36K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 4 | $2.36K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 4 | $2.36K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 5 | $2.88K | 0.00% | +5 | New |
| Asset Dedication, LLC | 5 | $2.95K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 5 | $2.95K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 5 | $2.95K | 0.00% | +5 | New |
| Tobam | 5 | $3.00K | 0.00% | −154−96.9% | Reduced |
| Reyes Financial Architecture, Inc. | 6 | $3.54K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 6 | $3.54K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 6 | $3.54K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 8 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 7 | $4.13K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 7 | $4.13K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 7 | $4.13K | 0.00% | +3+75.0% | Added |
| Albion Financial Group | 7 | $4.13K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $4.13K | 0.00% | +1+16.7% | Added |
| DiNuzzo Private Wealth, Inc. | 8 | $4.72K | 0.00% | −2−20.0% | Reduced |
| Atwood & Palmer Inc | 8 | $4.72K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 8 | $4.72K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 9 | $5.00K | 0.00% | +9 | New |
| Jackson, Grant Investment Advisers, Inc. | 9 | $5.31K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 9 | $5.31K | 0.00% | +9 | New |
| Caldwell Sutter Capital, Inc. | 10 | $5.90K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 10 | $5.90K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 10 | $5.90K | 0.00% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 10 | $5.90K | 0.01% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 11 | $6.49K | 0.01% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 11 | $6.49K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 11 | $6.49K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 12 | $7.26K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 13 | $7.67K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 13 | $7.68K | 0.00% | −1−7.1% | Reduced |
| Beacon Capital Management, LLC | 14 | $8.25K | 0.00% | −6−30.0% | Reduced |
| Kennebec Savings Bank | 14 | $8.25K | 0.01% | +14 | New |
| Abound Wealth Management | 14 | $8.26K | 0.00% | −5−26.3% | Reduced |
| Hughes Financial Services, LLC | 14 | $8.27K | 0.00% | +14 | New |
| Kiker Wealth Management, LLC | 15 | $8.84K | 0.01% | +15 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 15 | $8.86K | 0.02% | −2−11.8% | Reduced |
| Coston, McIsaac & Partners | 16 | $9.00K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 16 | $9.43K | 0.00% | −18−52.9% | Reduced |
| Cornerstone Planning Group LLC | 18 | $9.92K | 0.00% | +16+800.0% | Added |
| Wolff Wiese Magana LLC | 17 | $10.0K | 0.01% | −16−48.5% | Reduced |
| Capital A Wealth Management, LLC | 17 | $10.0K | 0.01% | +1+6.3% | Added |
| CBIZ Investment Advisory Services, LLC | 18 | $10.6K | 0.00% | +18 | New |
| Atticus Wealth Management, LLC | 18 | $10.6K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 20 | $11.8K | 0.00% | +20 | New |
| Global Financial Private Client, LLC | 20 | $11.8K | 0.00% | +5+33.3% | Added |
| GoalVest Advisory LLC | 21 | $12.4K | 0.00% | −24−53.3% | Reduced |
| Oakworth Capital, Inc. | 21 | $12.4K | 0.00% | 00.0% | Unchanged |
| Atala Financial Inc | 21 | $12.4K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 21 | $12.4K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 23 | $13.6K | 0.00% | −14−37.8% | Reduced |
| Truvestments Capital LLC | 23 | $13.6K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 23 | $13.6K | 0.00% | +23 | New |
| Whipplewood Advisors, LLC | 213 | $13.6K | 0.01% | +190+826.1% | Added |
| Rosenberg Matthew Hamilton | 24 | $14.2K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 24 | $14.3K | 0.01% | −2−7.7% | Reduced |
| FWL Investment Management, LLC | 25 | $14.7K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 25 | $14.7K | 0.01% | +20+400.0% | Added |
| Newbridge Financial Services Group, Inc. | 25 | $14.8K | 0.00% | +14+127.3% | Added |
| Sachetta, LLC | 26 | $15.3K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 27 | $15.9K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 27 | $15.9K | 0.00% | +1+3.8% | Added |
| Vermillion & White Wealth Management Group, LLC | 28 | $16.5K | 0.01% | +28 | New |
| Leonteq Securities AG | 30 | $17.7K | 0.00% | −81−73.0% | Reduced |
| Rialto Wealth Management, LLC | 30 | $17.9K | 0.01% | +5+20.0% | Added |
| Sit Investment Associates Inc | 32 | $19.0K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 33 | $19.5K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 34 | $20.0K | 0.01% | +34 | New |
| Trifecta Capital Advisors, LLC | 34 | $20.0K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 34 | $20.0K | 0.01% | +34 | New |