| Dogwood Wealth Management LLC | 0 | $19 | 0.00% | 0 | New |
| Delos Wealth Advisors, LLC | 1 | $300 | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 2 | $592 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 5 | $1.50K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 5 | $1.50K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 6 | $1.80K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 8 | $1.96K | 0.00% | +3+60.0% | Added |
| Long Island Wealth Management, Inc. | 7 | $2.00K | 0.00% | +7 | New |
| Chesapeake Asset Management LLC | 7 | $2.10K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 8 | $2.40K | 0.00% | +8 | New |
| Sugarloaf Wealth Management, LLC | 9 | $2.69K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 9 | $2.69K | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 9 | $2.69K | 0.00% | +9 | New |
| Trifecta Capital Advisors, LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 10 | $3.00K | 0.00% | +10 | New |
| Caitlin John, LLC | 10 | $3.07K | 0.00% | +10 | New |
| Pacific Center for Financial Services | 11 | $3.29K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $3.59K | 0.00% | +12 | New |
| Front Row Advisors LLC | 12 | $3.60K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 13 | $3.89K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 13 | $3.89K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 14 | $4.00K | 0.00% | −25−64.1% | Reduced |
| City State Bank | 13 | $4.00K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 14 | $4.19K | 0.00% | +1+7.7% | Added |
| Vermillion & White Wealth Management Group, LLC | 15 | $4.49K | 0.00% | +15 | New |
| Global Financial Private Client, LLC | 16 | $4.79K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 17 | $5.09K | 0.00% | −11,872−99.9% | Reduced |
| Caldwell Sutter Capital, Inc. | 17 | $5.09K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 18 | $5.39K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 18 | $5.39K | 0.00% | +18 | New |
| Tucker Asset Management LLC | 20 | $5.99K | 0.00% | −31−60.8% | Reduced |
| Your Advocates Ltd., LLP | 20 | $5.99K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 23 | $6.89K | 0.00% | 00.0% | Unchanged |
| Readystate Asset Management LP | 23 | $6.89K | 0.00% | +23 | New |
| Byrne Asset Management LLC | 25 | $7.47K | 0.01% | +13+108.3% | Added |
| Strategic Investment Solutions, Inc. | 26 | $7.64K | 0.00% | +26 | New |
| Fairfield Financial Advisors, LTD | 26 | $7.74K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 27 | $8.09K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 28 | $8.38K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 28 | $8.38K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 28 | $8.39K | 0.01% | +28 | New |
| True Wealth Design, LLC | 29 | $8.69K | 0.00% | +26+866.7% | Added |
| Vima LLC | 30 | $8.98K | 0.02% | +30 | New |
| Scarborough Advisors, LLC | 31 | $9.28K | 0.00% | +31 | New |
| West Tower Group, LLC | 32 | $9.58K | 0.02% | +32 | New |
| Delta Asset Management LLC | 35 | $10.5K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 35 | $10.5K | 0.00% | +35 | New |
| Creekmur Asset Management LLC | 35 | $10.5K | 0.00% | +35 | New |
| Silicon Valley Capital Partners | 35 | $10.5K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 35 | $10.6K | 0.00% | +35 | New |
| Nemes Rush Group LLC | 38 | $11.3K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 37 | $11.4K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 40 | $12.0K | 0.01% | +40 | New |
| Barrett & Company, Inc. | 42 | $12.6K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 42 | $12.6K | 0.00% | +3+7.7% | Added |
| Voisard Asset Management Group, Inc. | 43 | $12.8K | 0.01% | +43 | New |
| HighMark Wealth Management LLC | 43 | $12.8K | 0.01% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 44 | $13.2K | 0.01% | +44 | New |
| Impact Partnership Wealth, LLC | 45 | $13.5K | 0.00% | −316−87.5% | Reduced |
| Beaird Harris Wealth Management, LLC | 45 | $13.5K | 0.00% | −8−15.1% | Reduced |
| Centennial Bank | 45 | $13.5K | 0.01% | +45 | New |
| TD Capital Management LLC | 46 | $13.6K | 0.00% | +1+2.2% | Added |
| American State Bank (Iowa) | 46 | $13.8K | 0.01% | +46 | New |
| First Pacific Financial | 48 | $14.4K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 50 | $14.9K | 0.00% | 00.0% | Unchanged |
| Bray Capital Advisors | 50 | $15.0K | 0.00% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 51 | $15.3K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 54 | $16.3K | 0.01% | 00.0% | Unchanged |
| Able Wealth Management LLC | 56 | $16.8K | 0.02% | +56 | New |
| Planned Solutions, Inc. | 57 | $17.1K | 0.01% | +57 | New |
| Wellington Shields & Co., LLC | 58 | $17.4K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 58 | $17.4K | 0.01% | +58 | New |
| Arlington Partners LLC | 60 | $18.0K | 0.01% | −8−11.8% | Reduced |
| Transamerica Financial Advisors, Inc. | 61 | $18.0K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 62 | $18.0K | 0.01% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 61 | $18.0K | 0.01% | +61 | New |
| Abound Wealth Management | 61 | $18.3K | 0.01% | +17+38.6% | Added |
| Financial Connections Group, Inc. | 66 | $19.0K | 0.01% | +66 | New |
| EntryPoint Capital, LLC | 64 | $19.2K | 0.02% | +64 | New |
| ORG Partners LLC | 64 | $19.2K | 0.00% | −57−47.1% | Reduced |
| DT Investment Partners, LLC | 63 | $19.9K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 67 | $20.1K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 74 | $20.2K | 0.01% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 68 | $20.4K | 0.01% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 70 | $21.0K | 0.02% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 71 | $21.3K | 0.01% | 00.0% | Unchanged |
| New Millennium Group LLC | 72 | $21.6K | 0.02% | 00.0% | Unchanged |
| Castleview Partners, LLC | 72 | $21.6K | 0.02% | +72 | New |
| Nalls Sherbakoff Group, LLC | 73 | $21.9K | 0.02% | −250−77.4% | Reduced |
| Slocum, Gordon & Co LLP | 74 | $22.2K | 0.02% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 75 | $22.5K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 76 | $22.8K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 77 | $23.1K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 77 | $23.1K | 0.01% | −10−11.5% | Reduced |
| Operose Advisors LLC | 78 | $23.4K | 0.01% | −65−45.5% | Reduced |
| Arlington Trust Co LLC | 78 | $23.4K | 0.01% | +10+14.7% | Added |
| Riggs Asset Managment Co. Inc. | 80 | $24.0K | 0.01% | 00.0% | Unchanged |
| Knuff & Co LLC | 80 | $24.0K | 0.01% | +80 | New |
| Naples Money Management LLC | 80 | $24.0K | 0.02% | +80 | New |
| Burkett Financial Services, LLC | 82 | $24.6K | 0.01% | +82 | New |