| Cherry Tree Wealth Management, LLC | 2 | $208 | 0.00% | +2 | New |
| Tfo-TDC, LLC | 2 | $277 | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 2 | $278 | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 3 | $416 | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 7 | $970 | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 12 | $1.00K | 0.00% | +8+200.0% | Added |
| Morton Brown Family Wealth, LLC | 8 | $1.11K | 0.00% | −1−11.1% | Reduced |
| SRS Capital Advisors, Inc. | 9 | $1.30K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 12 | $1.66K | 0.00% | +12 | New |
| Ridgewood Investments LLC | 13 | $1.80K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 14 | $1.92K | 0.00% | +14 | New |
| Silicon Valley Capital Partners | 14 | $1.99K | 0.00% | −2−12.5% | Reduced |
| Bollard Group LLC | 15 | $2.00K | 0.00% | +15 | New |
| Trifecta Capital Advisors, LLC | 18 | $2.49K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 20 | $2.77K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 20 | $2.77K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 21 | $2.85K | 0.00% | +1+5.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 21 | $2.91K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 24 | $3.34K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 26 | $3.60K | 0.22% | −11−29.7% | Reduced |
| FSC Wealth Advisors, LLC | 28 | $3.88K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 38 | $5.26K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 38 | $5.28K | 0.00% | +8+26.7% | Added |
| Worth Asset Management, LLC | 39 | $5.40K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 39 | $5.40K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 40 | $5.46K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 40 | $5.54K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 40 | $5.54K | 0.01% | +40 | New |
| Blume Capital Management, Inc. | 40 | $5.57K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 46 | $6.37K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 50 | $6.93K | 0.00% | +4+8.7% | Added |
| Earnest Partners LLC | 52 | $7.21K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 54 | $7.46K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 54 | $7.48K | 0.01% | +54 | New |
| Sugarloaf Wealth Management, LLC | 58 | $8.04K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 62 | $8.59K | 0.00% | +62 | New |
| Center for Financial Planning, Inc. | 64 | $8.87K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 67 | $9.28K | 0.00% | −125−65.1% | Reduced |
| First Command Financial Services, Inc. | 67 | $9.28K | 0.00% | −125−65.1% | Reduced |
| Union Savings Bank | 74 | $10.2K | 0.01% | +74 | New |
| Nalls Sherbakoff Group, LLC | 80 | $10.3K | 0.01% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 75 | $10.4K | 0.00% | +75 | New |
| AdvisorNet Financial, Inc | 75 | $10.4K | 0.00% | −35−31.8% | Reduced |
| Sutton Wealth Advisors Inc. | 79 | $10.9K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 80 | $11.0K | 0.00% | +78+3,900.0% | Added |
| Hallmark Capital Management Inc | 80 | $11.1K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 82 | $11.4K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 86 | $11.9K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 89 | $12.3K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 90 | $12.5K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 92 | $12.7K | 0.00% | +5+5.7% | Added |
| Norwood Financial Corp | 100 | $13.9K | 0.02% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 100 | $14.0K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 100 | $14.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 102 | $14.0K | 0.00% | +1+1.0% | Added |
| Hollencrest Capital Management | 103 | $14.3K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 103 | $14.3K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 104 | $14.4K | 0.01% | −290−73.6% | Reduced |
| Stone House Investment Management, LLC | 108 | $14.9K | 0.01% | +1+0.9% | Added |
| Financial Management Professionals, Inc. | 106 | $15.0K | 0.00% | −14−11.7% | Reduced |
| TFC Financial Management | 110 | $15.2K | 0.00% | −59−34.9% | Reduced |
| Riverview Trust Co | 112 | $15.5K | 0.01% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 112 | $15.5K | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 116 | $16.1K | 0.02% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 130 | $18.0K | 0.00% | −1,153−89.9% | Reduced |
| American State Bank (Iowa) | 130 | $18.0K | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 133 | $18.4K | 0.00% | +1+0.8% | Added |
| Financial Synergies Wealth Advisors, Inc. | 136 | $18.8K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 139 | $19.3K | 0.01% | +139 | New |
| Pacific Center for Financial Services | 140 | $19.4K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 147 | $20.4K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 150 | $20.8K | 0.01% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 152 | $21.0K | 0.01% | +1+0.7% | Added |
| First Financial Corp | 155 | $21.5K | 0.01% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 156 | $21.6K | 0.00% | −345−68.9% | Reduced |
| Quarry LP | 158 | $21.9K | 0.01% | −22−12.2% | Reduced |
| MCF Advisors LLC | 159 | $22.0K | 0.00% | 00.0% | Unchanged |
| Gs Investments, Inc. | 175 | $24.2K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 178 | $24.7K | 0.01% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 182 | $25.0K | 0.01% | +182 | New |
| Prestige Wealth Management Group LLC | 191 | $26.5K | 0.01% | +7+3.8% | Added |
| Global Trust Asset Management, LLC | 193 | $26.7K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 194 | $26.9K | 0.01% | −17−8.1% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 194 | $26.9K | 0.01% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 200 | $27.7K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 203 | $28.2K | 0.00% | +14+7.4% | Added |
| United Community Bank | 213 | $29.5K | 0.03% | 00.0% | Unchanged |
| Lansing Street Advisors | 219 | $30.3K | 0.02% | +1+0.5% | Added |
| CNB Bank | 224 | $31.0K | 0.02% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 233 | $32.2K | 0.02% | +121+108.0% | Added |
| Zions Bancorporation, N.A. | 233 | $32.3K | 0.00% | −4−1.7% | Reduced |
| Coastal Capital Group, Inc. | 234 | $32.4K | 0.01% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 240 | $33.3K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 240 | $33.3K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 240 | $33.3K | 0.00% | +60+33.3% | Added |
| West Paces Advisors Inc. | 245 | $33.9K | 0.01% | −90−26.9% | Reduced |
| Providence Capital Advisors, LLC | 250 | $34.6K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 253 | $35.1K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 262 | $36.3K | 0.02% | +1+0.4% | Added |