| DecisionPoint Financial, LLC | 0 | $16 | 0.00% | −28−100.0% | Reduced |
| West Branch Capital LLC | 1 | $79 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 1 | $79 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 3 | $235 | 0.00% | −3,035−99.9% | Reduced |
| Aspect Partners, LLC | 4 | $313 | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 2,104 | $443 | 0.00% | +259+14.0% | Added |
| Iron Horse Wealth Management, LLC | 6 | $470 | 0.00% | +6 | New |
| Quest 10 Wealth Builders, Inc. | 7 | $553 | 0.00% | −36−83.7% | Reduced |
| NVWM, LLC | 8 | $626 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 10 | $783 | 0.00% | +10 | New |
| Parkworth Wealth Management, Inc. | 12 | $939 | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 13 | $1.01K | 0.00% | +13 | New |
| Halbert Hargrove Global Advisors, LLC | 15 | $1.20K | 0.00% | +15 | New |
| JDM Financial Group LLC | 16 | $1.25K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 16 | $1.25K | 0.00% | +16 | New |
| Trust Co | 17 | $1.33K | 0.00% | +17 | New |
| Crowley Wealth Management, Inc. | 18 | $1.41K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 19 | $1.49K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 20 | $1.57K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 20 | $1.57K | 0.00% | +20 | New |
| DHJJ Financial Advisors, Ltd. | 20 | $1.58K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 25 | $1.96K | 0.00% | −869−97.2% | Reduced |
| Bare Financial Services, Inc | 26 | $2.04K | 0.00% | +26 | New |
| MJT & Associates Financial Advisory Group, Inc. | 27 | $2.11K | 0.00% | +27 | New |
| 1620 Investment Advisors, Inc. | 33 | $2.58K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 33 | $2.58K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 33 | $2.65K | 0.15% | −10−23.3% | Reduced |
| Wealth Preservation Advisors, LLC | 34 | $2.66K | 0.00% | +34 | New |
| Ameriflex Group, Inc. | 36 | $2.82K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 36 | $2.88K | 0.00% | +36 | New |
| Rialto Wealth Management, LLC | 38 | $2.98K | 0.00% | +38 | New |
| Hoey Investments, Inc | 39 | $3.05K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 40 | $3.13K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 40 | $3.13K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 43 | $3.34K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 46 | $3.40K | 0.00% | −69−60.0% | Reduced |
| ROSS\JOHNSON & Associates LLC | 44 | $3.44K | 0.06% | +4+10.0% | Added |
| Rakuten Securities, Inc. | 45 | $3.52K | 0.00% | −127−73.8% | Reduced |
| Garde Capital, Inc. | 45 | $3.52K | 0.00% | +45 | New |
| Bangor Savings Bank | 46 | $3.60K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 48 | $3.78K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 49 | $3.84K | 0.00% | +49 | New |
| WestEnd Advisors, LLC | 50 | $3.91K | 0.00% | +19+61.3% | Added |
| First Command Advisory Services, Inc. | 50 | $3.91K | 0.00% | +50 | New |
| Tidemark, LLC | 51 | $3.99K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 52 | $4.03K | 0.00% | +17+48.6% | Added |
| Paladin Advisory Group, LLC | 52 | $4.07K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 53 | $4.15K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 56 | $4.41K | 0.00% | −78−58.2% | Reduced |
| 1 North Wealth Services LLC | 57 | $4.46K | 0.00% | +57 | New |
| Morton Brown Family Wealth, LLC | 58 | $4.54K | 0.00% | +58 | New |
| Jackson, Grant Investment Advisers, Inc. | 62 | $4.85K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 65 | $5.09K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 68 | $5.29K | 0.00% | +17+33.3% | Added |
| Global Trust Asset Management, LLC | 71 | $5.56K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 72 | $5.64K | 0.00% | −1−1.4% | Reduced |
| Eq Wealth Advisors, LLC | 74 | $5.79K | 0.00% | +74 | New |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 77 | $6.03K | 0.00% | −533−87.4% | Reduced |
| DiNuzzo Private Wealth, Inc. | 78 | $6.11K | 0.00% | +2+2.6% | Added |
| Global Wealth Strategies & Associates | 83 | $6.50K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 87 | $6.83K | 0.00% | 00.0% | Unchanged |
| American National Bank | 90 | $7.04K | 0.00% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 90 | $7.04K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 92 | $7.20K | 0.00% | +91+9,100.0% | Added |
| First United Bank Trust | 93 | $7.28K | 0.00% | +28+43.1% | Added |
| Dogwood Wealth Management LLC | 94 | $7.36K | 0.00% | +94 | New |
| Aventura Private Wealth, LLC | 95 | $7.44K | 0.00% | +25+35.7% | Added |
| Miller Wealth Advisors, LLC | 100 | $7.83K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 103 | $8.06K | 0.01% | +103 | New |
| HighMark Wealth Management LLC | 126 | $8.30K | 0.00% | +23+22.3% | Added |
| TFC Financial Management | 106 | $8.30K | 0.00% | +24+29.3% | Added |
| Graybill Bartz & Assoc Ltd | 108 | $8.45K | 0.00% | +108 | New |
| Robbins Farley LLC | 108 | $8.46K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 114 | $8.92K | 0.00% | +14+14.0% | Added |
| Penserra Capital Management LLC | 117 | $9.00K | 0.00% | −3,786−97.0% | Reduced |
| Avion Wealth | 126 | $9.00K | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 115 | $9.00K | 0.01% | −50−30.3% | Reduced |
| Old Point Trust & Financial Services N A | 116 | $9.08K | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 121 | $9.47K | 0.03% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 121 | $9.47K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 129 | $10.1K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 130 | $10.2K | 0.00% | +130 | New |
| GoalVest Advisory LLC | 136 | $10.6K | 0.00% | +6+4.6% | Added |
| Sittner & Nelson, LLC | 142 | $11.1K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 142 | $11.1K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 145 | $11.4K | 0.00% | −689−82.6% | Reduced |
| Transce3nd, LLC | 146 | $11.4K | 0.01% | −78−34.8% | Reduced |
| Red Tortoise LLC | 148 | $11.6K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 149 | $11.7K | 0.00% | +133+831.3% | Added |
| Gables Capital Management Inc. | 149 | $11.7K | 0.01% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 150 | $11.7K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 152 | $11.9K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 153 | $12.0K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 162 | $12.0K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 160 | $12.5K | 0.00% | +46+40.4% | Added |
| Bear Mountain Capital, Inc. | 163 | $13.2K | 0.01% | −115−41.4% | Reduced |
| Financial Network Wealth Advisors LLC | 173 | $13.5K | 0.02% | +173 | New |
| McIlrath & Eck, LLC | 176 | $13.7K | 0.00% | −5−2.8% | Reduced |
| Clear Investment Research, LLC | 180 | $14.1K | 0.02% | 00.0% | Unchanged |
| NCP Inc. | 181 | $14.2K | 0.02% | 00.0% | Unchanged |
