| Pacific Center for Financial Services | 0 | $9 | 0.00% | 0 | Unchanged |
| REAP Financial Group, LLC | 1 | $56 | 0.00% | −149−99.3% | Reduced |
| West Branch Capital LLC | 1 | $75 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 1 | $75 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 4 | $296 | 0.00% | 00.0% | Unchanged |
| Sugar Maple Asset Management, LLC | 5 | $370 | 0.00% | +5 | New |
| Y.D. More Investments Ltd | 1,845 | $374 | 0.00% | +1,015+122.3% | Added |
| RE Dickinson Investment Advisors, LLC | 6 | $400 | 0.00% | +6 | New |
| Activest Wealth Management | 6 | $444 | 0.00% | +6 | New |
| NVWM, LLC | 8 | $592 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 11 | $835 | 0.08% | −11,869−99.9% | Reduced |
| Parkworth Wealth Management, Inc. | 12 | $888 | 0.00% | +12 | New |
| True Wealth Design, LLC | 16 | $1.18K | 0.00% | +16 | New |
| JDM Financial Group LLC | 16 | $1.18K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 17 | $1.26K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 17 | $1.26K | 0.00% | +17 | New |
| Crowley Wealth Management, Inc. | 18 | $1.33K | 0.00% | +18 | New |
| Kimelman & Baird, LLC | 19 | $1.41K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 20 | $1.48K | 0.00% | −98−83.1% | Reduced |
| DHJJ Financial Advisors, Ltd. | 20 | $1.50K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 23 | $1.70K | 0.00% | +23 | New |
| DecisionPoint Financial, LLC | 28 | $2.09K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 32 | $2.23K | 0.00% | −105−76.6% | Reduced |
| WestEnd Advisors, LLC | 31 | $2.29K | 0.00% | +3+10.7% | Added |
| Synergy Financial Management, LLC | 37 | $2.40K | 0.00% | +37 | New |
| 1620 Investment Advisors, Inc. | 33 | $2.44K | 0.00% | +16+94.1% | Added |
| Nemes Rush Group LLC | 33 | $2.44K | 0.00% | +33 | New |
| Winnow Wealth LLC | 35 | $2.55K | 0.00% | +35 | New |
| Anfield Capital Management, LLC | 39 | $2.89K | 0.00% | +39 | New |
| Hoey Investments, Inc | 39 | $2.89K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 40 | $2.96K | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 40 | $2.96K | 0.07% | +40 | New |
| Mendota Financial Group, LLC | 40 | $2.96K | 0.00% | −1,791−97.8% | Reduced |
| Ameriflex Group, Inc. | 36 | $2.98K | 0.00% | +36 | New |
| HBC Financial Services, PLLC | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 43 | $3.15K | 0.00% | +23+115.0% | Added |
| PayPay Securities Corp | 43 | $3.18K | 0.14% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 43 | $3.18K | 0.00% | +43 | New |
| Westend Capital Management, LLC | 45 | $3.33K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 46 | $3.40K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 48 | $3.56K | 0.00% | +48 | New |
| Tidemark, LLC | 51 | $3.77K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 51 | $3.80K | 0.00% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 51 | $3.80K | 0.00% | +51 | New |
| Paladin Advisory Group, LLC | 52 | $3.85K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 53 | $3.92K | 0.00% | +53 | New |
| Delos Wealth Advisors, LLC | 58 | $4.29K | 0.00% | +58 | New |
| Eagle Bay Advisors LLC | 60 | $4.44K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 62 | $4.59K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 65 | $4.81K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 65 | $4.81K | 0.00% | +65 | New |
| Aventura Private Wealth, LLC | 70 | $5.18K | 0.00% | +70 | New |
| Global Trust Asset Management, LLC | 71 | $5.25K | 0.00% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 82 | $5.31K | 0.00% | −23,874−99.7% | Reduced |
| High Note Wealth, LLC | 73 | $5.40K | 0.00% | +73 | New |
| DiNuzzo Private Wealth, Inc. | 76 | $5.63K | 0.00% | 00.0% | Unchanged |
| Conquis Financial LLC | 81 | $6.00K | 0.01% | +81 | New |
| TFC Financial Management | 82 | $6.07K | 0.00% | +15+22.4% | Added |
| Global Wealth Strategies & Associates | 83 | $6.14K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 87 | $6.46K | 0.00% | 00.0% | Unchanged |
| American National Bank | 90 | $6.66K | 0.00% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 90 | $6.66K | 0.01% | +90 | New |
| Wingate Wealth Advisors, Inc. | 96 | $7.11K | 0.01% | +96 | New |
| Miller Wealth Advisors, LLC | 100 | $7.40K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 100 | $7.40K | 0.00% | +100 | New |
| HighMark Wealth Management LLC | 103 | $7.62K | 0.00% | −106−50.7% | Reduced |
| FLP Wealth Management, LLC | 105 | $7.76K | 0.02% | +105 | New |
| Robbins Farley LLC | 108 | $7.99K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 113 | $8.36K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 114 | $8.44K | 0.00% | +19+20.0% | Added |
| Pineridge Advisors LLC | 114 | $8.44K | 0.00% | +114 | New |
| Fairman Group, LLC | 115 | $8.51K | 0.01% | −69−37.5% | Reduced |
| Old Point Trust & Financial Services N A | 116 | $8.59K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 116 | $8.59K | 0.00% | +116 | New |
| Menard Financial Group LLC | 116 | $8.59K | 0.01% | +116 | New |
| Icon Advisers Inc | 120 | $8.88K | 0.00% | +120 | New |
| Riggs Asset Managment Co. Inc. | 121 | $8.95K | 0.00% | −104−46.2% | Reduced |
| Consultiva Wealth Management, Corp. | 121 | $8.96K | 0.04% | +121 | New |
| Avion Wealth | 126 | $9.00K | 0.00% | +36+40.0% | Added |
| First Pacific Financial | 125 | $9.25K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 129 | $9.55K | 0.00% | −29−18.4% | Reduced |
| Financial Gravity Companies, Inc. | 130 | $9.62K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 130 | $9.62K | 0.00% | +130 | New |
| Newbridge Financial Services Group, Inc. | 130 | $9.64K | 0.00% | +130 | New |
| Winch Advisory Services, LLC | 134 | $9.91K | 0.00% | −28−17.3% | Reduced |
| New England Capital Financial Advisors LLC | 142 | $10.5K | 0.01% | +1+0.7% | Added |
| Sittner & Nelson, LLC | 142 | $10.5K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 127 | $10.6K | 0.01% | −50−28.2% | Reduced |
| Legacy Wealth Managment, LLC | 127 | $10.6K | 0.01% | −50−28.2% | Reduced |
| Creative Capital Management Investments LLC | 145 | $10.7K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 148 | $11.0K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 162 | $11.0K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 149 | $11.0K | 0.01% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 150 | $11.1K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 152 | $11.2K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 153 | $11.3K | 0.00% | −79−34.1% | Reduced |
| Adirondack Trust Co | 165 | $12.2K | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 165 | $12.2K | 0.01% | +50+43.5% | Added |
| Rakuten Securities, Inc. | 172 | $12.7K | 0.01% | +154+855.6% | Added |
| UMA Financial Services, Inc. | 174 | $12.9K | 0.00% | +174 | New |
