| Dogwood Wealth Management LLC | 0 | $10 | 0.00% | −2,863−100.0% | Reduced |
| McClarren Financial Advisors, Inc. | 520 | $37 | 0.03% | +304+140.7% | Added |
| SOA Wealth Advisors, LLC. | 1 | $177 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 2 | $347 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 2 | $347 | 0.00% | +2 | New |
| Sofos Investments, Inc. | 4 | $693 | 0.00% | −50−92.6% | Reduced |
| Tradewinds Capital Management, LLC | 4 | $694 | 0.00% | +4 | New |
| Voisard Asset Management Group, Inc. | 5 | $867 | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 6 | $1.04K | 0.00% | −161−96.4% | Reduced |
| WestEnd Advisors, LLC | 6 | $1.04K | 0.00% | −1−14.3% | Reduced |
| ClariVest Asset Management LLC | 6 | $1.06K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 7 | $1.21K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 10 | $1.73K | 0.00% | +10 | New |
| Lynx Investment Advisory | 10 | $1.73K | 0.00% | +10 | New |
| Beaird Harris Wealth Management, LLC | 10 | $1.76K | 0.00% | −30−75.0% | Reduced |
| RFP Financial Group LLC | 11 | $1.91K | 0.00% | +3+37.5% | Added |
| Longfellow Investment Management Co LLC | 11 | $1.91K | 0.00% | +11 | New |
| Winch Advisory Services, LLC | 11 | $1.94K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 15 | $2.00K | 0.00% | −30−66.7% | Reduced |
| Solstein Capital, LLC | 12 | $2.08K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 12 | $2.08K | 0.00% | +12 | New |
| Bay Harbor Wealth Management, LLC | 13 | $2.25K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 13 | $2.25K | 0.00% | −6−31.6% | Reduced |
| Atlas Capital Advisors LLC | 14 | $2.43K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 14 | $2.43K | 0.00% | +2+16.7% | Added |
| Pacifica Partners Inc. | 14 | $2.46K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 15 | $2.60K | 0.00% | +1+7.1% | Added |
| ESL Trust Services, LLC | 15 | $2.60K | 0.00% | +15 | New |
| True Wealth Design, LLC | 15 | $2.60K | 0.00% | +1+7.1% | Added |
| Fortitude Family Office, LLC | 16 | $2.77K | 0.00% | −16−50.0% | Reduced |
| MeadowBrook Investment Advisors LLC | 16 | $2.77K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 16 | $2.77K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 16 | $2.77K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 16 | $2.77K | 0.00% | +1+6.7% | Added |
| HHM Wealth Advisors, LLC | 16 | $2.77K | 0.00% | +16 | New |
| Toth Financial Advisory Corp | 17 | $2.95K | 0.00% | +17 | New |
| Pineridge Advisors LLC | 18 | $3.12K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 22 | $3.81K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 23 | $4.00K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 24 | $4.08K | 0.00% | +1+4.3% | Added |
| South State Corp. | 24 | $4.16K | 0.00% | −40−62.5% | Reduced |
| SJS Investment Consulting Inc. | 24 | $4.16K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 26 | $4.51K | 0.00% | +15+136.4% | Added |
| Fairway Wealth LLC | 26 | $4.51K | 0.00% | +26 | New |
| Great Lakes Retirement, Inc. | 28 | $4.85K | 0.00% | −6,766−99.6% | Reduced |
| PayPay Securities Corp | 29 | $5.03K | 0.42% | −1−3.3% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 29 | $5.03K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 33 | $5.72K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 33 | $5.72K | 0.00% | +3+10.0% | Added |
| DHJJ Financial Advisors, Ltd. | 34 | $5.89K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 36 | $6.00K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 35 | $6.07K | 0.00% | +35 | New |
| Unique Wealth Strategies, LLC | 36 | $6.09K | 0.00% | +36 | New |
| Hexagon Capital Partners LLC | 36 | $6.24K | 0.00% | +6+20.0% | Added |
| Gilliland Jeter Wealth Management LLC | 38 | $6.59K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 38 | $6.59K | 0.00% | +10+35.7% | Added |
| Rakuten Securities, Inc. | 39 | $6.76K | 0.00% | +1+2.6% | Added |
| Lummis Asset Management, LP | 40 | $6.93K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 42 | $7.00K | 0.00% | +16+61.5% | Added |
| BFSG, LLC | 41 | $7.11K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 40 | $7.55K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 45 | $7.80K | 0.01% | +5+12.5% | Added |
| Grayhawk Investment Strategies Inc. | 46 | $7.97K | 0.04% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 49 | $8.15K | 0.00% | +22+81.5% | Added |
| Centennial Bank | 50 | $8.67K | 0.00% | −13−20.6% | Reduced |
| Caldwell Sutter Capital, Inc. | 50 | $8.67K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 50 | $8.67K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 50 | $8.70K | 0.00% | +45+900.0% | Added |
| WR Wealth Planners, LLC | 57 | $9.88K | 0.00% | +31+119.2% | Added |
| Avion Wealth | 62 | $10.0K | 0.00% | +2+3.3% | Added |
| Caitlin John, LLC | 58 | $10.1K | 0.01% | −112−65.9% | Reduced |
| Chesapeake Asset Management LLC | 59 | $10.3K | 0.01% | +1+1.7% | Added |
| Fortis Group Advisors, LLC | 60 | $10.4K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 60 | $10.4K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 61 | $10.5K | 0.00% | +1+1.7% | Added |
| FSC Wealth Advisors, LLC | 62 | $10.7K | 0.01% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 62 | $10.7K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 63 | $10.9K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 67 | $11.6K | 0.00% | +15+28.8% | Added |
| Ransom Advisory, Ltd | 69 | $12.0K | 0.01% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 71 | $12.3K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 71 | $12.3K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 74 | $12.8K | 0.01% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 75 | $12.9K | 0.01% | 00.0% | Unchanged |
| DAGCO, Inc. | 75 | $13.0K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 75 | $13.0K | 0.01% | +75 | New |
| Adirondack Trust Co | 82 | $14.2K | 0.01% | 00.0% | Unchanged |
| Millburn Ridgefield Corp | 84 | $14.6K | 0.00% | −10−10.6% | Reduced |
| Catalyst Capital Advisors LLC | 84 | $14.6K | 0.00% | −10−10.6% | Reduced |
| First Pacific Financial | 84 | $14.6K | 0.00% | −4−4.5% | Reduced |
| HighMark Wealth Management LLC | 85 | $14.7K | 0.01% | −5−5.6% | Reduced |
| Delos Wealth Advisors, LLC | 85 | $14.7K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 88 | $15.2K | 0.00% | −26−22.8% | Reduced |
| Fairman Group, LLC | 89 | $15.4K | 0.02% | 00.0% | Unchanged |
| Tidemark, LLC | 90 | $15.6K | 0.01% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 91 | $15.6K | 0.02% | +1+1.1% | Added |
| Aspire Private Capital, LLC | 90 | $15.7K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 91 | $15.8K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 91 | $15.8K | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 92 | $15.9K | 0.01% | +92 | New |