| Innovative Advisory Group, LLC | 0 | $4 | 0.00% | 0 | Unchanged |
| Creekmur Asset Management LLC | 1 | $239 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1 | $240 | 0.00% | −15−93.8% | Reduced |
| Y.D. More Investments Ltd | 505 | $363 | 0.00% | +359+245.9% | Added |
| Evelyn Partners Investment Management Services Ltd | 2 | $419 | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 2 | $479 | 0.00% | +2 | New |
| Heartwood Wealth Advisors LLC | 2 | $479 | 0.00% | +2 | New |
| Blue Bell Private Wealth Management, LLC | 3 | $718 | 0.00% | −23−88.5% | Reduced |
| First Command Advisory Services, Inc. | 3 | $718 | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 3 | $718 | 0.00% | +3 | New |
| Pacific Center for Financial Services | 3 | $719 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 3 | $719 | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 3 | $719 | 0.00% | +3 | New |
| Turning Point Benefit Group, Inc. | 4 | $933 | 0.00% | +4 | New |
| DecisionPoint Financial, LLC | 4 | $934 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 4 | $958 | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 4 | $958 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 4 | $958 | 0.00% | +4 | New |
| IMA Wealth, Inc. | 5 | $1.20K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 5 | $1.20K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 5 | $1.20K | 0.00% | +2+66.7% | Added |
| Strategic Investment Solutions, Inc. | 5 | $1.23K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 5 | $1.23K | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 6 | $1.44K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 6 | $1.44K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 6 | $1.44K | 0.00% | +6 | New |
| Harbor Asset Planning, Inc. | 6 | $1.44K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 7 | $1.68K | 0.00% | +7 | New |
| Financial Avengers, Inc. | 7 | $1.73K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 8 | $1.92K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 8 | $1.92K | 0.00% | +8 | New |
| Avalon Trust Co | 8 | $1.92K | 0.00% | +8 | New |
| American Capital Advisory, LLC | 9 | $2.15K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 10 | $2.22K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 10 | $2.31K | 0.08% | −1−9.1% | Reduced |
| Minot DeBlois Advisors LLC | 10 | $2.39K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 11 | $2.71K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 12 | $2.87K | 0.01% | −3,972−99.7% | Reduced |
| Beaird Harris Wealth Management, LLC | 12 | $2.87K | 0.00% | +2+20.0% | Added |
| Rialto Wealth Management, LLC | 12 | $2.87K | 0.00% | +10+500.0% | Added |
| Thompson Investment Management, Inc. | 12 | $2.87K | 0.00% | +12 | New |
| Pacifica Partners Inc. | 15 | $3.50K | 0.00% | +15 | New |
| Reyes Financial Architecture, Inc. | 15 | $3.59K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 15 | $3.59K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 15 | $3.60K | 0.00% | +15 | New |
| Signature Resources Capital Management, LLC | 16 | $3.83K | 0.00% | −3−15.8% | Reduced |
| Cedar Mountain Advisors, LLC | 17 | $4.07K | 0.00% | +17 | New |
| Kimelman & Baird, LLC | 18 | $4.31K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 18 | $4.31K | 0.00% | +18 | New |
| Texas Capital Bancshares Inc | 19 | $4.55K | 0.00% | +19 | New |
| Grey Fox Wealth Advisors, LLC | 19 | $4.55K | 0.00% | +19 | New |
| Cape Investment Advisory, Inc. | 20 | $4.79K | 0.00% | −21−51.2% | Reduced |
| City State Bank | 20 | $4.79K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 20 | $4.79K | 0.00% | +20 | New |
| Clark Wealth Partners | 25 | $5.08K | 0.00% | −2−7.4% | Reduced |
| Cranbrook Wealth Management, LLC | 22 | $5.27K | 0.00% | −34−60.7% | Reduced |
| North Capital, Inc. | 24 | $5.75K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 25 | $5.99K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 25 | $5.99K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 25 | $5.99K | 0.00% | +2+8.7% | Added |
| Coston, McIsaac & Partners | 26 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 467 | $6.18K | 0.00% | +404+641.3% | Added |
| Insight Financial Services | 26 | $6.22K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 26 | $6.22K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 27 | $6.46K | 0.00% | +10+58.8% | Added |
| Salem Investment Counselors Inc | 27 | $6.46K | 0.00% | +5+22.7% | Added |
| Investment Research & Advisory Group, Inc. | 14 | $6.48K | 0.00% | −1−6.7% | Reduced |
| Redmont Wealth Advisors LLC | 30 | $7.18K | 0.01% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 31 | $7.42K | 0.01% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 32 | $7.66K | 0.00% | −1−3.0% | Reduced |
| Frazier Financial Advisors, LLC | 33 | $7.90K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 33 | $7.90K | 0.00% | +33 | New |
| Clal Insurance Enterprises Holdings Ltd | 35 | $8.00K | 0.00% | −6−14.6% | Reduced |
| Roble, Belko & Company, Inc | 35 | $8.00K | 0.00% | +35 | New |
| Pin Oak Investment Advisors Inc | 34 | $8.14K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 34 | $8.14K | 0.00% | +2+6.3% | Added |
| Crewe Advisors LLC | 34 | $8.14K | 0.00% | +29+580.0% | Added |
| Sofos Investments, Inc. | 35 | $8.38K | 0.00% | +35 | New |
| Accredited Wealth Management, LLC | 13 | $8.38K | 0.01% | −22−62.9% | Reduced |
| American Wealth Advisors, LLC | 35 | $8.38K | 0.01% | +35 | New |
| Quaker Wealth Management, LLC | 37 | $8.93K | 0.00% | +3+8.8% | Added |
| Kerr Financial Planning Corp | 41 | $8.98K | 0.01% | +41 | New |
| Ogorek Anthony Joseph | 39 | $9.00K | 0.00% | +9+30.0% | Added |
| Rakuten Securities, Inc. | 39 | $9.34K | 0.00% | −25−39.1% | Reduced |
| Team Financial Group, LLC | 39 | $9.34K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management (Europe) Ltd | 40 | $9.57K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 41 | $9.81K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 42 | $10.0K | 0.00% | −3−6.7% | Reduced |
| Boreal Capital Management LLC | 42 | $10.1K | 0.01% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 43 | $10.3K | 0.01% | −61−58.7% | Reduced |
| Strengthening Families & Communities, LLC | 43 | $10.4K | 0.00% | +43 | New |
| Marquette Asset Management, LLC | 44 | $10.5K | 0.00% | +44 | New |
| Heritage Wealth Advisors | 48 | $11.5K | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 48 | $11.5K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 49 | $11.6K | 0.00% | +1+2.1% | Added |
| Perkins Coie Trust Co | 49 | $11.7K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 49 | $11.7K | 0.00% | +10+25.6% | Added |
| Stephenson National Bank & Trust | 49 | $11.7K | 0.00% | +49 | New |
| DiNuzzo Private Wealth, Inc. | 47 | $11.8K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 51 | $12.2K | 0.00% | 00.0% | Unchanged |