| Navigoe, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 0 | $4 | 0.00% | 0 | Unchanged |
| Y.D. More Investments Ltd | 220 | $156 | 0.00% | −197−47.2% | Reduced |
| Stephens Consulting, LLC | 1 | $267 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 1 | $267 | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 2 | $533 | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 3 | $800 | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 3 | $800 | 0.00% | +3 | New |
| First Command Advisory Services, Inc. | 3 | $800 | 0.00% | +3 | New |
| Pacific Center for Financial Services | 3 | $801 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 3 | $801 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 3 | $801 | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 4 | $1.07K | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 4 | $1.07K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 4 | $1.07K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 4 | $1.07K | 0.00% | +4 | New |
| Rialto Wealth Management, LLC | 4 | $1.07K | 0.00% | +4 | New |
| Comprehensive Financial Planning, Inc. | 5 | $1.33K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 5 | $1.33K | 0.00% | +1+25.0% | Added |
| Caitong International Asset Management Co., Ltd | 5 | $1.33K | 0.00% | −472−99.0% | Reduced |
| Osterweis Capital Management Inc | 5 | $1.33K | 0.00% | +5 | New |
| Greenline Partners, LLC | 5 | $1.33K | 0.00% | +5 | New |
| Iron Horse Wealth Management, LLC | 5 | $1.33K | 0.00% | +5 | New |
| UMA Financial Services, Inc. | 5 | $1.34K | 0.00% | +5 | New |
| Strategic Investment Solutions, Inc. | 5 | $1.36K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 6 | $1.47K | 0.00% | +6 | New |
| Heritage Wealth Advisors | 6 | $1.60K | 0.00% | −9−60.0% | Reduced |
| Consultiva Wealth Management, Corp. | 6 | $1.60K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 8 | $1.77K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 7 | $1.87K | 0.00% | +7 | New |
| Financial Avengers, Inc. | 7 | $1.91K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 8 | $2.13K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 10 | $2.67K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 10 | $2.69K | 0.00% | −53−84.1% | Reduced |
| Pineridge Advisors LLC | 10 | $2.70K | 0.00% | −15−60.0% | Reduced |
| Bare Financial Services, Inc | 11 | $2.93K | 0.00% | +11 | New |
| Clear Investment Research, LLC | 11 | $3.00K | 0.00% | −4−26.7% | Reduced |
| PayPay Securities Corp | 11 | $3.04K | 0.17% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 13 | $3.47K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 13 | $3.47K | 0.00% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 13 | $3.47K | 0.00% | +13 | New |
| Robinswood Financial LLC | 13 | $3.50K | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 14 | $3.73K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 15 | $4.00K | 0.00% | +15 | New |
| Reyes Financial Architecture, Inc. | 15 | $4.00K | 0.00% | +15 | New |
| Global Wealth Strategies & Associates | 17 | $4.53K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 18 | $4.80K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 18 | $4.80K | 0.00% | +18 | New |
| Halbert Hargrove Global Advisors, LLC | 19 | $5.07K | 0.00% | +19 | New |
| City State Bank | 20 | $5.33K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 21 | $5.35K | 0.01% | +9+75.0% | Added |
| SOA Wealth Advisors, LLC. | 21 | $5.61K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 22 | $5.69K | 0.01% | +7+46.7% | Added |
| Cranbrook Wealth Management, LLC | 22 | $5.87K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 22 | $5.87K | 0.00% | +17+340.0% | Added |
| Beacon Capital Management, LLC | 22 | $5.87K | 0.00% | +22 | New |
| Coston, McIsaac & Partners | 26 | $6.00K | 0.00% | 00.0% | Unchanged |
| Eq Wealth Advisors, LLC | 23 | $6.13K | 0.00% | +23 | New |
| Crews Bank & Trust | 24 | $6.40K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 24 | $6.40K | 0.01% | +24 | New |
| Evelyn Partners Investment Management LLP | 25 | $6.67K | 0.00% | −15−37.5% | Reduced |
| Fairway Wealth LLC | 25 | $6.67K | 0.00% | +10+66.7% | Added |
| Insight Financial Services | 26 | $6.93K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 26 | $6.93K | 0.00% | +26 | New |
| HFM Investment Advisors, LLC | 26 | $6.93K | 0.00% | +26 | New |
| Clark Wealth Partners | 27 | $7.20K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 27 | $7.20K | 0.00% | +27 | New |
| Paladin Advisory Group, LLC | 31 | $8.27K | 0.01% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 31 | $8.27K | 0.01% | +4+14.8% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 32 | $8.53K | 0.01% | +32 | New |
| Frazier Financial Advisors, LLC | 33 | $8.80K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 34 | $9.00K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 35 | $9.34K | 0.00% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 35 | $9.34K | 0.01% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 36 | $9.60K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 39 | $10.0K | 0.00% | +39 | New |
| Morse Asset Management, Inc | 38 | $10.1K | 0.00% | +38 | New |
| Evelyn Partners Investment Management (Europe) Ltd | 40 | $10.7K | 0.00% | 00.0% | Unchanged |
| Anderson Financial Strategies, LLC | 40 | $10.7K | 0.01% | +40 | New |
| ZRC Wealth Management, LLC | 40 | $10.7K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 40 | $10.7K | 0.00% | +40 | New |
| Cape Investment Advisory, Inc. | 41 | $10.9K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 42 | $11.0K | 0.00% | −40−48.8% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 42 | $11.0K | 0.00% | +34+425.0% | Added |
| Raffa Wealth Management, LLC | 44 | $11.7K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 45 | $12.0K | 0.00% | −2−4.3% | Reduced |
| United Community Bank | 45 | $12.0K | 0.00% | +45 | New |
| Resolute Partners Group | 48 | $12.8K | 0.00% | +48 | New |
| YANKCOM Partnership | 48 | $12.8K | 0.01% | +48 | New |
| DiNuzzo Private Wealth, Inc. | 49 | $13.1K | 0.00% | −1−2.0% | Reduced |
| Perkins Coie Trust Co | 51 | $13.6K | 0.00% | −256−83.4% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 51 | $13.6K | 0.02% | +51 | New |
| Exane Asset Management | 50 | $14.4K | 0.01% | −37,827−99.9% | Reduced |
| Caas Capital Management LP | 54 | $14.4K | 0.01% | +54 | New |
| SJS Investment Consulting Inc. | 56 | $14.9K | 0.00% | +18+47.4% | Added |
| JDM Financial Group LLC | 57 | $15.2K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 58 | $15.5K | 0.01% | −1−1.7% | Reduced |
| Kestra Investment Management, LLC | 59 | $15.7K | 0.00% | −165−73.7% | Reduced |