| WealthCollab, LLC | 1 | $180 | 0.00% | 00.0% | Unchanged |
| Inlight Wealth Management, LLC | 1 | $180 | 0.00% | +1 | New |
| Retirement Wealth Solutions LLC | 1 | $223 | 0.00% | −141−99.3% | Reduced |
| Caitong International Asset Management Co., Ltd | 3 | $539 | 0.00% | +3 | New |
| Eq Wealth Advisors, LLC | 3 | $539 | 0.00% | +3 | New |
| Morse Asset Management, Inc | 4 | $719 | 0.00% | 00.0% | Unchanged |
| Tobam | 7 | $1.00K | 0.00% | −1,144−99.4% | Reduced |
| State of Wyoming | 6 | $1.08K | 0.00% | +2+50.0% | Added |
| HFM Investment Advisors, LLC | 6 | $1.08K | 0.00% | +6 | New |
| Legacy Wealth Managment, LLC | 7 | $1.26K | 0.00% | 00.0% | Unchanged |
| Nova Wealth Management, Inc. | 7 | $1.26K | 0.00% | +7 | New |
| TD Capital Management LLC | 7 | $1.27K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 10 | $1.80K | 0.00% | +10 | New |
| USA Financial Portformulas Corp | 11 | $1.98K | 0.00% | −6,526−99.8% | Reduced |
| Parkworth Wealth Management, Inc. | 11 | $1.98K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 12 | $2.16K | 0.00% | −49−80.3% | Reduced |
| CNB Bank | 13 | $2.34K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 14 | $2.68K | 0.15% | −13−48.1% | Reduced |
| ROSS\JOHNSON & Associates LLC | 16 | $2.88K | 0.05% | +16 | New |
| Bay Harbor Wealth Management, LLC | 17 | $3.05K | 0.00% | +17 | New |
| Red Tortoise LLC | 17 | $3.06K | 0.00% | +17 | New |
| Cedar Wealth Management, LLC | 18 | $3.23K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 18 | $3.23K | 0.00% | +18 | New |
| NVWM, LLC | 19 | $3.41K | 0.00% | −5−20.8% | Reduced |
| Orion Capital Management LLC | 19 | $3.41K | 0.00% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 20 | $3.59K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 20 | $3.75K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 21 | $3.79K | 0.00% | −57−73.1% | Reduced |
| Pineridge Advisors LLC | 22 | $3.90K | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 24 | $4.31K | 0.00% | −87−78.4% | Reduced |
| Bernard Wealth Management Corp. | 25 | $4.49K | 0.00% | +25 | New |
| Altshuler Shaham Ltd | 28 | $5.03K | 0.00% | +28 | New |
| Binnacle Investments Inc | 29 | $5.21K | 0.00% | +29 | New |
| Compass Financial Services Inc | 30 | $5.39K | 0.00% | +30 | New |
| Archer Investment Corp | 31 | $5.63K | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 32 | $5.75K | 0.01% | +3+10.3% | Added |
| Greykasell Wealth Strategies, Inc. | 32 | $5.75K | 0.00% | +32 | New |
| 1 North Wealth Services LLC | 34 | $6.11K | 0.00% | +34 | New |
| Carolina Wealth Advisors, LLC | 35 | $6.29K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 37 | $6.65K | 0.01% | +37 | New |
| Proffitt & Goodson Inc | 40 | $7.19K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 43 | $7.29K | 0.01% | +30+230.8% | Added |
| Comprehensive Financial Planning, Inc. | 41 | $7.37K | 0.01% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 42 | $7.55K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 43 | $7.83K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 45 | $8.09K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 45 | $8.09K | 0.02% | 00.0% | Unchanged |
| Horizons Wealth Management | 49 | $8.80K | 0.01% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 50 | $8.98K | 0.01% | +45+900.0% | Added |
| MeadowBrook Investment Advisors LLC | 51 | $9.16K | 0.01% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 51 | $9.16K | 0.01% | +51 | New |
| Glen Eagle Advisors, LLC | 52 | $9.36K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 55 | $9.85K | 0.01% | +7+14.6% | Added |
| Barrett & Company, Inc. | 56 | $9.97K | 0.00% | +1+1.8% | Added |
| First PREMIER Bank | 54 | $10.0K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 57 | $10.2K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 57 | $10.2K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 57 | $10.3K | 0.01% | +57 | New |
| Dogwood Wealth Management LLC | 58 | $10.4K | 0.01% | +58 | New |
| Northwest Capital Management Inc | 59 | $10.6K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 59 | $10.6K | 0.00% | +10+20.4% | Added |
| Greenline Partners, LLC | 60 | $10.8K | 0.00% | +60 | New |
| Gen-Wealth Partners Inc | 62 | $11.1K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 62 | $11.1K | 0.00% | −2−3.1% | Reduced |
| American Capital Advisory, LLC | 63 | $11.3K | 0.01% | +63 | New |
| Breakwater Investment Management | 64 | $11.5K | 0.00% | 00.0% | Unchanged |
| DB Fitzpatrick & Co, Inc | 70 | $12.6K | 0.01% | 00.0% | Unchanged |
| Tidemark, LLC | 70 | $12.6K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 71 | $12.8K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 72 | $12.9K | 0.01% | −47−39.5% | Reduced |
| VSM Wealth Advisory, LLC | 74 | $13.3K | 0.00% | +1+1.4% | Added |
| New Millennium Group LLC | 74 | $13.3K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 75 | $13.5K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 77 | $13.8K | 0.00% | +3+4.1% | Added |
| Cornerstone Planning Group LLC | 91 | $13.9K | 0.00% | +37+68.5% | Added |
| MorganRosel Wealth Management, LLC | 78 | $14.0K | 0.00% | +78 | New |
| Delta Asset Management LLC | 80 | $14.4K | 0.00% | −7−8.0% | Reduced |
| Graybill Bartz & Assoc Ltd | 80 | $14.4K | 0.00% | +80 | New |
| Global Trust Asset Management, LLC | 86 | $15.5K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 86 | $15.5K | 0.01% | +7+8.9% | Added |
| DecisionPoint Financial, LLC | 89 | $16.0K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 89 | $16.1K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 90 | $16.2K | 0.00% | 00.0% | Unchanged |
| Caas Capital Management LP | 90 | $16.2K | 0.01% | +90 | New |
| REAP Financial Group, LLC | 91 | $16.3K | 0.00% | +30+49.2% | Added |
| Godsey & Gibb Associates | 93 | $16.6K | 0.00% | +24+34.8% | Added |
| Center for Financial Planning, Inc. | 94 | $16.9K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 95 | $17.0K | 0.01% | +63+196.9% | Added |
| Signature Resources Capital Management, LLC | 95 | $17.1K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 96 | $17.3K | 0.01% | −62−39.2% | Reduced |
| Fortis Group Advisors, LLC | 98 | $17.6K | 0.00% | 00.0% | Unchanged |
| Abound Financial, LLC | 98 | $17.6K | 0.01% | +98 | New |
| Hoey Investments, Inc | 100 | $18.0K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 103 | $18.5K | 0.04% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 104 | $18.7K | 0.01% | 00.0% | Unchanged |
| Logan Capital Management Inc | 107 | $19.2K | 0.00% | −650−85.9% | Reduced |
| Cherry Tree Wealth Management, LLC | 108 | $19.3K | 0.00% | +14+14.9% | Added |
| Iron Horse Wealth Management, LLC | 109 | $19.6K | 0.01% | +87+395.5% | Added |
| Pacifica Partners Inc. | 121 | $19.9K | 0.01% | +6+5.2% | Added |
| Clal Insurance Enterprises Holdings Ltd | 113 | $20.0K | 0.00% | +91+413.6% | Added |