| Dogwood Wealth Management LLC | 0 | $12 | 0.00% | 0 | Unchanged |
| West Branch Capital LLC | 0 | $40 | 0.00% | 0 | New |
| Financial Gravity Companies, Inc. | 1 | $195 | 0.00% | +1 | New |
| Mendota Financial Group, LLC | 1 | $196 | 0.00% | +1 | New |
| SOA Wealth Advisors, LLC. | 1 | $200 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 2 | $391 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 3 | $586 | 0.00% | −36−92.3% | Reduced |
| Reston Wealth Management LLC | 3 | $586 | 0.00% | +3 | New |
| Tradewinds Capital Management, LLC | 4 | $782 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 5 | $977 | 0.00% | −1−16.7% | Reduced |
| Riggs Asset Managment Co. Inc. | 5 | $977 | 0.00% | +3+150.0% | Added |
| ClariVest Asset Management LLC | 6 | $1.06K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 7 | $1.30K | 0.00% | +7 | New |
| WealthCollab, LLC | 7 | $1.37K | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 7 | $1.37K | 0.00% | +7 | New |
| Morse Asset Management, Inc | 8 | $1.56K | 0.00% | +8 | New |
| Beaird Harris Wealth Management, LLC | 10 | $1.95K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 11 | $2.15K | 0.19% | −18−62.1% | Reduced |
| Longfellow Investment Management Co LLC | 11 | $2.15K | 0.00% | 00.0% | Unchanged |
| Twin Tree Management, LP | 11 | $2.15K | 0.00% | +11 | New |
| Voisard Asset Management Group, Inc. | 11 | $2.15K | 0.00% | +6+120.0% | Added |
| Sanctuary Wealth Management, L.L.C. | 12 | $2.35K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 12 | $2.35K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 14 | $2.73K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 14 | $2.73K | 0.00% | +14 | New |
| Householder Group Estate & Retirement Specialist, LLC | 16 | $3.00K | 0.00% | +1+6.7% | Added |
| MeadowBrook Investment Advisors LLC | 16 | $3.13K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 16 | $3.13K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 16 | $3.13K | 0.00% | +3+23.1% | Added |
| Pacific Capital Wealth Advisors, Inc | 16 | $3.13K | 0.00% | +16 | New |
| Aspect Partners, LLC | 17 | $3.32K | 0.00% | +1+6.3% | Added |
| McIlrath & Eck, LLC | 19 | $3.71K | 0.00% | −72−79.1% | Reduced |
| TruNorth Capital Management, LLC | 19 | $3.71K | 0.00% | +19 | New |
| Altshuler Shaham Ltd | 20 | $3.91K | 0.00% | +20 | New |
| Bangor Savings Bank | 20 | $3.91K | 0.00% | +20 | New |
| Provenance Wealth Advisors, LLC | 22 | $4.30K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 22 | $4.30K | 0.00% | +4+22.2% | Added |
| Northwest Capital Management Inc | 23 | $4.50K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 24 | $4.69K | 0.00% | −25−51.0% | Reduced |
| South State Corp. | 24 | $4.69K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 24 | $4.70K | 0.00% | +10+71.4% | Added |
| SJS Investment Consulting Inc. | 25 | $4.88K | 0.00% | +1+4.2% | Added |
| New England Capital Financial Advisors LLC | 25 | $4.88K | 0.00% | +25 | New |
| MB, Levis & Associates, LLC | 25 | $4.88K | 0.00% | +25 | New |
| Tucker Asset Management LLC | 26 | $5.08K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 29 | $5.67K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 30 | $5.86K | 0.00% | +17+130.8% | Added |
| DiNuzzo Private Wealth, Inc. | 32 | $6.25K | 0.00% | −1−3.0% | Reduced |
| DHJJ Financial Advisors, Ltd. | 34 | $6.64K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 40 | $6.98K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 39 | $7.00K | 0.00% | +3+8.3% | Added |
| HHM Wealth Advisors, LLC | 38 | $7.38K | 0.00% | +22+137.5% | Added |
| Gilliland Jeter Wealth Management LLC | 38 | $7.42K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 38 | $7.42K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 39 | $7.62K | 0.00% | +6+18.2% | Added |
| REAP Financial Group, LLC | 39 | $7.62K | 0.00% | +39 | New |
| Lummis Asset Management, LP | 40 | $7.82K | 0.01% | 00.0% | Unchanged |
| BFSG, LLC | 41 | $8.01K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 45 | $8.79K | 0.01% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 46 | $8.99K | 0.01% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 46 | $8.99K | 0.00% | +46 | New |
| St Germain D J Co Inc | 50 | $9.77K | 0.00% | −106−67.9% | Reduced |
| Caldwell Sutter Capital, Inc. | 50 | $9.77K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 50 | $9.77K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 50 | $9.77K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 58 | $10.3K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 54 | $10.6K | 0.00% | +40+285.7% | Added |
| WR Wealth Planners, LLC | 57 | $11.1K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 58 | $11.3K | 0.00% | +58 | New |
| Hollencrest Capital Management | 59 | $11.5K | 0.00% | −269−82.0% | Reduced |
| Boyd Watterson Asset Management LLC | 60 | $11.7K | 0.00% | −40−40.0% | Reduced |
| Tidemark, LLC | 60 | $11.7K | 0.00% | −30−33.3% | Reduced |
| Fortis Group Advisors, LLC | 60 | $11.7K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 61 | $11.9K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 62 | $12.1K | 0.01% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 62 | $12.1K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 62 | $12.2K | 0.01% | +3+5.1% | Added |
| Globeflex Capital L P | 63 | $12.3K | 0.00% | 00.0% | Unchanged |
| Peterson Financial Group, Inc. | 63 | $12.4K | 0.05% | +63 | New |
| Northwest Investment Counselors, LLC | 64 | $12.5K | 0.00% | +64 | New |
| Flaharty Asset Management, LLC | 65 | $12.7K | 0.00% | +65 | New |
| Legacy Investment Solutions, LLC | 73 | $12.9K | 0.01% | +73 | New |
| Legacy Wealth Managment, LLC | 73 | $12.9K | 0.01% | +73 | New |
| Estabrook Capital Management | 67 | $13.1K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 68 | $13.3K | 0.00% | −41−37.6% | Reduced |
| Raffa Wealth Management, LLC | 69 | $13.5K | 0.00% | −704−91.1% | Reduced |
| Ransom Advisory, Ltd | 69 | $13.5K | 0.01% | 00.0% | Unchanged |
| Raelipskie Partnership | 70 | $13.7K | 0.01% | +70 | New |
| Thompson Investment Management, Inc. | 71 | $13.9K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 73 | $14.3K | 0.01% | +73 | New |
| Mascoma Wealth Management LLC | 74 | $14.5K | 0.00% | −60−44.8% | Reduced |
| Financial Freedom, LLC | 74 | $14.5K | 0.01% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 75 | $14.6K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 75 | $14.7K | 0.01% | 00.0% | Unchanged |
| DAGCO, Inc. | 75 | $14.7K | 0.01% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 85 | $14.9K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 81 | $15.0K | 0.00% | +19+30.6% | Added |
| Investors Research Corp | 80 | $15.6K | 0.00% | +9+12.7% | Added |
| Millburn Ridgefield Corp | 81 | $15.8K | 0.00% | −3−3.6% | Reduced |
| Catalyst Capital Advisors LLC | 81 | $15.8K | 0.00% | −3−3.6% | Reduced |