| Core Alternative Capital | 1 | $154 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1 | $154 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $154 | 0.00% | +1 | New |
| Kozak & Associates, Inc. | 1 | $162 | 0.00% | +1 | New |
| Legacy Investment Solutions, LLC | 1 | $185 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 1 | $185 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2 | $309 | 0.00% | 00.0% | Unchanged |
| Roxbury Financial LLC | 2 | $350 | 0.00% | +2 | New |
| JFS Wealth Advisors, LLC | 3 | $464 | 0.00% | −12−80.0% | Reduced |
| NBC Securities, Inc. | 3 | $539 | 0.05% | −2,188−99.9% | Reduced |
| SJS Investment Consulting Inc. | 4 | $618 | 0.00% | −2−33.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 4 | $618 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 5 | $738 | 0.00% | +5 | New |
| Oliver Lagore Vanvalin Investment Group | 5 | $772 | 0.00% | −7−58.3% | Reduced |
| Concord Wealth Partners | 5 | $772 | 0.00% | +3+150.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 5 | $773 | 0.00% | +5 | New |
| Tucker Asset Management LLC | 6 | $926 | 0.00% | −8−57.1% | Reduced |
| Caldwell Sutter Capital, Inc. | 6 | $926 | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 6 | $926 | 0.04% | +3+100.0% | Added |
| Ogorek Anthony Joseph | 10 | $1.00K | 0.00% | +10 | New |
| Quent Capital, LLC | 7 | $1.08K | 0.00% | −29−80.6% | Reduced |
| Financial Freedom, LLC | 7 | $1.08K | 0.00% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 7 | $1.08K | 0.00% | +7 | New |
| Principia Wealth Advisory, LLC | 7 | $1.08K | 0.00% | +7 | New |
| Ameritas Investment Partners, Inc. | 8 | $1.24K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 8 | $1.24K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 8 | $1.24K | 0.00% | +8 | New |
| Raleigh Capital Management Inc. | 8 | $1.24K | 0.00% | +8 | New |
| Olistico Wealth, LLC | 8 | $1.24K | 0.00% | +8 | New |
| Gen-Wealth Partners Inc | 10 | $1.54K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $1.54K | 0.00% | 00.0% | Unchanged |
| Wingate Wealth Advisors, Inc. | 10 | $1.54K | 0.00% | +10 | New |
| Center for Financial Planning, Inc. | 10 | $1.54K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 11 | $1.70K | 0.00% | +11 | New |
| McIlrath & Eck, LLC | 12 | $1.85K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 12 | $1.85K | 0.00% | +12 | New |
| Bank of Jackson Hole Trust | 12 | $1.85K | 0.00% | +12 | New |
| Migdal Insurance & Financial Holdings Ltd. | 10 | $2.00K | 0.00% | −48−82.8% | Reduced |
| Addison Advisors LLC | 13 | $2.01K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 14 | $2.16K | 0.00% | +14 | New |
| Caitlin John, LLC | 15 | $2.32K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 15 | $2.32K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 16 | $2.47K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 17 | $2.63K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 17 | $2.63K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 15 | $2.72K | 0.00% | +15 | New |
| Cedar Mountain Advisors, LLC | 18 | $2.78K | 0.00% | −75−80.6% | Reduced |
| Raffa Wealth Management, LLC | 19 | $2.93K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 19 | $2.93K | 0.00% | +19 | New |
| Armstrong Advisory Group, Inc | 19 | $2.93K | 0.00% | +19 | New |
| WPG Advisers, LLC | 19 | $2.93K | 0.00% | +19 | New |
| Householder Group Estate & Retirement Specialist, LLC | 20 | $3.00K | 0.00% | −15−42.9% | Reduced |
| Hazlett, Burt & Watson, Inc. | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 20 | $3.09K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 20 | $3.09K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 20 | $3.09K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 20 | $3.09K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 22 | $3.40K | 0.00% | +22 | New |
| Riggs Asset Managment Co. Inc. | 23 | $3.56K | 0.00% | +4+21.1% | Added |
| Pension & Wealth Management Advisors, Inc. | 23 | $3.69K | 0.00% | +23 | New |
| Bellevue Asset Management, LLC | 25 | $3.86K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 25 | $3.86K | 0.00% | +25 | New |
| Copia Wealth Management | 25 | $3.86K | 0.00% | +25 | New |
| DecisionPoint Financial, LLC | 25 | $3.86K | 0.00% | +25 | New |
| Keener Financial Planning LLC | 29 | $4.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 26 | $4.01K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 26 | $4.01K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 27 | $4.17K | 0.00% | +2+8.0% | Added |
| FPC Investment Advisory, Inc. | 23 | $4.17K | 0.00% | +23 | New |
| a16z Perennial Management, L.P. | 28 | $4.32K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 28 | $4.32K | 0.00% | +6+27.3% | Added |
| WR Wealth Planners, LLC | 29 | $4.48K | 0.00% | +7+31.8% | Added |
| Vermillion Wealth Management, Inc. | 30 | $4.63K | 0.00% | +30 | New |
| Sound Income Strategies, LLC | 32 | $4.94K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 32 | $4.94K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 33 | $5.09K | 0.00% | +33 | New |
| Sierra Ocean, LLC | 33 | $5.10K | 0.00% | +33 | New |
| Aviso Financial Inc. | 38 | $5.87K | 0.00% | −7,150−99.5% | Reduced |
| Hantz Financial Services, Inc. | 40 | $6.00K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 40 | $6.18K | 0.00% | +40 | Added |
| GoalVest Advisory LLC | 42 | $6.49K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 42 | $6.49K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 42 | $6.49K | 0.00% | +42 | New |
| Clark Wealth Partners | 43 | $6.64K | 0.01% | +43 | New |
| CBIZ Investment Advisory Services, LLC | 44 | $6.79K | 0.00% | +3+7.3% | Added |
| ZRC Wealth Management, LLC | 45 | $6.95K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 46 | $7.10K | 0.00% | +46 | New |
| Continuum Advisory, LLC | 47 | $7.26K | 0.00% | −4−7.8% | Reduced |
| SOA Wealth Advisors, LLC. | 48 | $7.41K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 50 | $7.72K | 0.01% | +50 | New |
| Painted Porch Advisors LLC | 51 | $7.88K | 0.00% | +5+10.9% | Added |
| Key Financial Inc | 52 | $8.03K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 55 | $8.49K | 0.00% | +20+57.1% | Added |
| TFC Financial Management | 55 | $8.49K | 0.00% | −25−31.3% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 55 | $8.49K | 0.00% | +55 | New |
| New Wave Wealth Advisors LLC | 55 | $8.49K | 0.00% | +55 | New |
| Insight Financial Services | 58 | $8.96K | 0.01% | +58 | New |
| Avion Wealth | 64 | $9.00K | 0.00% | −13−16.9% | Reduced |
| Carolina Wealth Advisors, LLC | 60 | $9.27K | 0.00% | +60 | New |
| Quintet Private Bank (Europe) S.A. | 60 | $9.27K | 0.00% | +60 | New |