| Retirement Wealth Solutions LLC | 1 | $132 | 0.00% | +1 | New |
| SOA Wealth Advisors, LLC. | 1 | $167 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 2 | $326 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 2 | $326 | 0.00% | +2 | New |
| JCIC Asset Management Inc. | 3 | $489 | 0.00% | +3 | New |
| Tradewinds Capital Management, LLC | 4 | $652 | 0.00% | 00.0% | Unchanged |
| Sugar Maple Asset Management, LLC | 4 | $652 | 0.00% | +4 | New |
| Human Investing LLC | 5 | $815 | 0.00% | +5 | New |
| WestEnd Advisors, LLC | 6 | $978 | 0.00% | +1+20.0% | Added |
| Parkworth Wealth Management, Inc. | 6 | $978 | 0.00% | +6 | New |
| Winthrop Capital Management, LLC | 5 | $1.00K | 0.00% | +5 | New |
| WealthCollab, LLC | 7 | $1.14K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 7 | $1.14K | 0.00% | +7 | New |
| Noble Wealth Management PBC | 8 | $1.30K | 0.00% | +8 | New |
| New Wave Wealth Advisors LLC | 9 | $1.47K | 0.00% | +9 | New |
| TD Capital Management LLC | 9 | $1.47K | 0.00% | +9 | New |
| Winnow Wealth LLC | 10 | $1.56K | 0.00% | +10 | New |
| Beaird Harris Wealth Management, LLC | 10 | $1.63K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 11 | $1.79K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 11 | $1.91K | 0.17% | −10,948−99.9% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 12 | $1.96K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 12 | $1.96K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 12 | $1.96K | 0.00% | +12 | New |
| Missouri Trust & Investment Co | 12 | $1.96K | 0.00% | +12 | New |
| Principia Wealth Advisory, LLC | 13 | $2.12K | 0.00% | +13 | New |
| Atlas Capital Advisors LLC | 14 | $2.28K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 14 | $2.28K | 0.00% | +14 | New |
| Highline Wealth Partners LLC | 14 | $2.29K | 0.00% | −10−41.7% | Reduced |
| Fourth Dimension Wealth, LLC | 15 | $2.44K | 0.00% | +15 | New |
| Northwest Capital Management Inc | 16 | $2.61K | 0.00% | −7−30.4% | Reduced |
| Aspect Partners, LLC | 16 | $2.61K | 0.00% | −1−5.9% | Reduced |
| MeadowBrook Investment Advisors LLC | 16 | $2.61K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 16 | $2.61K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 17 | $2.77K | 0.00% | +17 | New |
| Bay Harbor Wealth Management, LLC | 18 | $2.93K | 0.00% | +2+12.5% | Added |
| MPWM Advisory Solutions, LLC | 18 | $2.93K | 0.00% | +18 | New |
| SJS Investment Consulting Inc. | 20 | $3.26K | 0.00% | −5−20.0% | Reduced |
| Pineridge Advisors LLC | 20 | $3.26K | 0.00% | −2−9.1% | Reduced |
| PayPay Securities Corp | 20 | $3.26K | 0.14% | +9+81.8% | Added |
| Cassady Schiller Wealth Management, LLC | 20 | $3.26K | 0.00% | +20 | New |
| 1620 Investment Advisors, Inc. | 22 | $3.53K | 0.00% | +15+214.3% | Added |
| Provenance Wealth Advisors, LLC | 22 | $3.58K | 0.00% | 00.0% | Unchanged |
| Roxbury Financial LLC | 21 | $3.69K | 0.00% | +21 | New |
| NewSquare Capital LLC | 23 | $3.75K | 0.00% | +23 | New |
| Runnymede Capital Advisors, Inc. | 23 | $3.75K | 0.00% | +23 | New |
| True Wealth Design, LLC | 23 | $3.77K | 0.00% | −95−80.5% | Reduced |
| South State Corp. | 24 | $3.91K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 24 | $3.91K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 24 | $3.91K | 0.00% | +4+20.0% | Added |
| Richards, Merrill & Peterson, Inc. | 24 | $3.91K | 0.00% | +24 | New |
| Park Square Financial Group, LLC | 24 | $3.91K | 0.00% | +24 | New |
| Wood Tarver Financial Group, LLC | 28 | $4.00K | 0.00% | +28 | New |
| MB, Levis & Associates, LLC | 25 | $4.07K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 25 | $4.07K | 0.00% | +25 | New |
| New England Capital Financial Advisors LLC | 25 | $4.07K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 32 | $5.21K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 34 | $5.54K | 0.00% | 00.0% | Unchanged |
| Modus Advisors, LLC | 35 | $5.70K | 0.00% | +35 | New |
| Valued Wealth Advisors LLC | 35 | $5.70K | 0.00% | +5+16.7% | Added |
| HHM Wealth Advisors, LLC | 38 | $6.16K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 40 | $6.52K | 0.01% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 40 | $6.62K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 41 | $6.68K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 42 | $6.84K | 0.00% | −15−26.3% | Reduced |
| Ball & Co Wealth Management Inc. | 48 | $7.00K | 0.01% | +48 | New |
| REAP Financial Group, LLC | 44 | $7.09K | 0.00% | +5+12.8% | Added |
| Fedenia Advisers LLC | 44 | $7.17K | 0.00% | +44 | New |
| Wolff Wiese Magana LLC | 45 | $7.33K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 46 | $7.50K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 47 | $7.50K | 0.00% | −515−91.6% | Reduced |
| Centricity Wealth Management, LLC | 47 | $7.66K | 0.01% | +47 | New |
| Wiser Advisor Group LLC | 47 | $7.67K | 0.01% | −43−47.8% | Reduced |
| Bullock Wealth Management Group | 50 | $8.15K | 0.00% | −25−33.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 50 | $8.15K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 50 | $8.15K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 50 | $8.15K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 50 | $8.15K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 50 | $8.15K | 0.00% | +12+31.6% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 50 | $8.15K | 0.02% | +50 | New |
| HighMark Wealth Management LLC | 52 | $8.47K | 0.00% | −31−37.3% | Reduced |
| Westend Capital Management, LLC | 54 | $8.80K | 0.00% | −28,166−99.8% | Reduced |
| Mascoma Wealth Management LLC | 54 | $8.80K | 0.00% | −20−27.0% | Reduced |
| Tucker Asset Management LLC | 54 | $8.80K | 0.00% | +28+107.7% | Added |
| Putney Financial Group LLC | 55 | $8.96K | 0.01% | +55 | New |
| DT Investment Partners, LLC | 58 | $9.45K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 58 | $9.49K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 60 | $9.78K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 60 | $9.78K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 60 | $9.78K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 61 | $9.91K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 62 | $10.1K | 0.01% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 62 | $10.1K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 65 | $10.6K | 0.00% | −3−4.4% | Reduced |
| Chesapeake Asset Management LLC | 65 | $10.7K | 0.01% | +3+4.8% | Added |
| Fairman Group, LLC | 66 | $10.8K | 0.01% | −23−25.8% | Reduced |
| Raffa Wealth Management, LLC | 66 | $10.8K | 0.00% | −3−4.3% | Reduced |
| Ransom Advisory, Ltd | 69 | $11.2K | 0.01% | 00.0% | Unchanged |
| Raelipskie Partnership | 70 | $11.4K | 0.01% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 71 | $11.6K | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 71 | $11.6K | 0.01% | +71 | New |