| Highland Investment Advisors LLC | 1 | $223 | 0.00% | +1 | New |
| Spectrum Wealth Advisory Group, LLC | 1 | $225 | 0.00% | +1 | New |
| Orion Capital Management LLC | 2 | $446 | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 3 | $669 | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 3 | $669 | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 3 | $669 | 0.00% | +3 | New |
| Provenance Wealth Advisors, LLC | 3 | $669 | 0.00% | +3 | New |
| Mosley Wealth Management | 4 | $892 | 0.00% | +4 | New |
| Winthrop Capital Management, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Benson Wealth Management INC | 5 | $1.11K | 0.00% | 00.0% | Unchanged |
| Vanguard Advisers Inc | 5 | $1.11K | 0.00% | +5 | New |
| Olistico Wealth, LLC | 6 | $1.34K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 7 | $1.56K | 0.00% | −45−86.5% | Reduced |
| Osbon Capital Management LLC | 7 | $1.56K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 7 | $1.60K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 8 | $1.80K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 8 | $1.84K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 9 | $2.01K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 9 | $2.01K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 9 | $2.01K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 9 | $2.01K | 0.00% | +7+350.0% | Added |
| Robinswood Financial LLC | 10 | $2.23K | 0.00% | −5−33.3% | Reduced |
| Stone House Investment Management, LLC | 11 | $2.45K | 0.00% | +1+10.0% | Added |
| Atlantic Edge Private Wealth Management, LLC | 12 | $2.67K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 12 | $2.67K | 0.00% | +10+500.0% | Added |
| Brooklyn FI, LLC | 12 | $2.84K | 0.00% | +12 | New |
| Ankerstar Wealth, LLC | 13 | $2.90K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 13 | $2.90K | 0.00% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 13 | $2.90K | 0.00% | +13 | New |
| Imprint Wealth LLC | 15 | $3.34K | 0.01% | 00.0% | Unchanged |
| Copia Wealth Management | 15 | $3.37K | 0.00% | +8+114.3% | Added |
| Bear Mountain Capital, Inc. | 15 | $3.51K | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 17 | $3.79K | 0.00% | −10−37.0% | Reduced |
| Frazier Financial Advisors, LLC | 18 | $3.92K | 0.00% | −14−43.8% | Reduced |
| HFM Investment Advisors, LLC | 18 | $4.01K | 0.00% | +6+50.0% | Added |
| 1620 Investment Advisors, Inc. | 19 | $4.24K | 0.00% | 00.0% | Unchanged |
| Peterson Wealth Services | 21 | $4.59K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 22 | $4.90K | 0.00% | +22 | New |
| Private Wealth Management Group, LLC | 24 | $5.35K | 0.00% | −10−29.4% | Reduced |
| Kilter Group LLC | 24 | $5.35K | 0.00% | +3+14.3% | Added |
| Basepoint Wealth LLC | 25 | $5.49K | 0.00% | −30−54.5% | Reduced |
| St. Johns Investment Management Company, LLC | 25 | $5.57K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 25 | $5.57K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 25 | $5.57K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 25 | $5.60K | 0.00% | −4−13.8% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 26 | $5.79K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 26 | $5.79K | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 26 | $5.79K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 28 | $6.13K | 0.00% | +1+3.7% | Added |
| Bellevue Asset Management, LLC | 29 | $6.61K | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 31 | $6.91K | 0.01% | −120−79.5% | Reduced |
| Penserra Capital Management LLC | 33 | $7.00K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 32 | $7.13K | 0.00% | −1−3.0% | Reduced |
| Indiana Trust & Investment Management CO | 33 | $7.36K | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 33 | $7.36K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 33 | $7.36K | 0.00% | −1−2.9% | Reduced |
| Downshift Financial, LLC | 34 | $7.58K | 0.00% | +34 | New |
| Accordant Advisory Group Inc | 36 | $8.02K | 0.01% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 37 | $8.25K | 0.00% | −42−53.2% | Reduced |
| RMG Wealth Management LLC | 37 | $8.37K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 38 | $8.43K | 0.01% | −413−91.6% | Reduced |
| Phillip James Consulting Co. | 40 | $8.91K | 0.01% | +40 | New |
| FWL Investment Management, LLC | 41 | $9.14K | 0.00% | −42−50.6% | Reduced |
| Alerus Financial NA | 42 | $9.36K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 42 | $9.36K | 0.00% | +13+44.8% | Added |
| Park Square Financial Group, LLC | 43 | $9.58K | 0.09% | −9−17.3% | Reduced |
| Strengthening Families & Communities, LLC | 45 | $9.99K | 0.00% | −22−32.8% | Reduced |
| Atomic Invest LLC | 47 | $10.5K | 0.00% | −25−34.7% | Reduced |
| General Partner, Inc. | 47 | $10.5K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 47 | $10.5K | 0.00% | +32+213.3% | Added |
| Access Investment Management LLC | 47 | $10.5K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 50 | $11.1K | 0.01% | −7−12.3% | Reduced |
| JDM Financial Group LLC | 50 | $11.1K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 51 | $11.4K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 51 | $11.4K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 52 | $11.6K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 57 | $12.7K | 0.00% | +10+21.3% | Added |
| Davis Capital Management | 59 | $13.2K | 0.01% | +9+18.0% | Added |
| Vima LLC | 59 | $13.3K | 0.01% | +59 | New |
| Gill Capital Partners, LLC | 61 | $13.6K | 0.00% | 00.0% | Unchanged |
| CrossGen Wealth, LLC | 64 | $14.2K | 0.01% | +1+1.6% | Added |
| 1248 Management, LLC | 64 | $14.3K | 0.01% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 65 | $14.5K | 0.00% | −11−14.5% | Reduced |
| Guardian Partners Inc. | 68 | $15.2K | 0.00% | +68 | New |
| Ares Financial Consulting, LLC | 71 | $15.8K | 0.01% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 67 | $15.9K | 0.01% | −70−51.1% | Reduced |
| LFA - Lugano Financial Advisors SA | 72 | $16.0K | 0.01% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 78 | $17.4K | 0.00% | −86−52.4% | Reduced |
| Guinness Asset Management LTD | 78 | $17.4K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 81 | $18.0K | 0.01% | +3+3.8% | Added |
| Darwin Advisors, LLC | 81 | $18.2K | 0.00% | −210−72.2% | Reduced |
| Essential Partners LLC | 82 | $18.3K | 0.01% | −13−13.7% | Reduced |
| Maryland Capital Advisors Inc. | 82 | $18.3K | 0.01% | +82 | New |
| Costello Asset Management, INC | 85 | $18.9K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 86 | $19.2K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 86 | $19.2K | 0.00% | +25+41.0% | Added |
| Quest 10 Wealth Builders, Inc. | 87 | $19.4K | 0.02% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 90 | $20.1K | 0.02% | +25+38.5% | Added |
| Security National Bank of So Dak | 90 | $20.1K | 0.01% | +90 | New |