| Retirement Wealth Solutions LLC | 1 | $133 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1 | $165 | 0.00% | −798−99.9% | Reduced |
| Perkins Coie Trust Co | 2 | $329 | 0.00% | +2 | New |
| ROSS\JOHNSON & Associates LLC | 2 | $329 | 0.01% | +2 | New |
| Breakwater Investment Management | 2 | $330 | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 3 | $494 | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 3 | $494 | 0.00% | +3 | New |
| Bridge Generations Wealth Management LLC | 3 | $494 | 0.00% | +3 | New |
| Tradewinds Capital Management, LLC | 4 | $659 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 4 | $659 | 0.00% | +4 | New |
| Bernard Wealth Management Corp. | 4 | $659 | 0.00% | +4 | New |
| Osterweis Capital Management Inc | 5 | $823 | 0.00% | +5 | New |
| Nalls Sherbakoff Group, LLC | 5 | $823 | 0.00% | +5 | New |
| WealthCollab, LLC | 6 | $988 | 0.00% | −1−14.3% | Reduced |
| Parkworth Wealth Management, Inc. | 6 | $988 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 6 | $988 | 0.00% | +6 | New |
| Winthrop Capital Management, LLC | 6 | $1.00K | 0.00% | +1+20.0% | Added |
| Spectrum Wealth Counsel, LLC | 7 | $1.15K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 7 | $1.15K | 0.00% | +7 | New |
| Noble Wealth Management PBC | 8 | $1.32K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 9 | $1.49K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 10 | $1.65K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 10 | $1.65K | 0.00% | +10 | New |
| Principia Wealth Advisory, LLC | 11 | $1.69K | 0.00% | −2−15.4% | Reduced |
| Longfellow Investment Management Co LLC | 11 | $1.81K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 12 | $1.98K | 0.00% | −2−14.3% | Reduced |
| Solstein Capital, LLC | 12 | $1.98K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 14 | $2.31K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 14 | $2.31K | 0.00% | +14 | New |
| Eq Wealth Advisors, LLC | 14 | $2.31K | 0.00% | +14 | New |
| Synergy Investment Management, LLC | 14 | $2.31K | 0.00% | +14 | New |
| Winnow Wealth LLC | 15 | $2.34K | 0.00% | +5+50.0% | Added |
| Pacifica Partners Inc. | 15 | $2.39K | 0.00% | +15 | New |
| 1620 Investment Advisors, Inc. | 15 | $2.47K | 0.00% | −7−31.8% | Reduced |
| Fourth Dimension Wealth, LLC | 15 | $2.47K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 15 | $2.52K | 0.14% | −5−25.0% | Reduced |
| POM Investment Strategies, LLC | 16 | $2.63K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 16 | $2.63K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 16 | $2.64K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 17 | $2.80K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 17 | $2.80K | 0.00% | +11+183.3% | Added |
| Bangor Savings Bank | 17 | $2.80K | 0.00% | +17 | New |
| MPWM Advisory Solutions, LLC | 18 | $2.96K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 18 | $2.96K | 0.00% | +18 | New |
| First Command Advisory Services, Inc. | 19 | $3.13K | 0.00% | −5−20.8% | Reduced |
| Valued Wealth Advisors LLC | 19 | $3.14K | 0.00% | −16−45.7% | Reduced |
| Pineridge Advisors LLC | 20 | $3.29K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 20 | $3.29K | 0.00% | +20 | New |
| Provenance Wealth Advisors, LLC | 22 | $3.62K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 22 | $3.62K | 0.00% | +22 | New |
| Altshuler Shaham Ltd | 23 | $3.79K | 0.00% | −1−4.2% | Reduced |
| Park Square Financial Group, LLC | 24 | $3.95K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 24 | $3.95K | 0.00% | +24 | New |
| Vermillion Wealth Management, Inc. | 25 | $4.12K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 25 | $4.12K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 25 | $4.12K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 26 | $4.21K | 0.00% | +26 | New |
| Bay Harbor Wealth Management, LLC | 27 | $4.45K | 0.00% | +9+50.0% | Added |
| Country Trust Bank | 27 | $4.45K | 0.00% | +27 | New |
| Greenline Partners, LLC | 28 | $4.61K | 0.00% | +28 | New |
| Wood Tarver Financial Group, LLC | 28 | $4.61K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 29 | $4.79K | 0.00% | +15+107.1% | Added |
| Flaharty Asset Management, LLC | 30 | $4.94K | 0.00% | +30 | New |
| DiNuzzo Private Wealth, Inc. | 33 | $5.43K | 0.00% | +1+3.1% | Added |
| DHJJ Financial Advisors, Ltd. | 34 | $5.60K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 34 | $5.60K | 0.00% | +14+70.0% | Added |
| Penserra Capital Management LLC | 39 | $6.00K | 0.00% | −1,143−96.7% | Reduced |
| HHM Wealth Advisors, LLC | 38 | $6.24K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 38 | $6.26K | 0.00% | −38−50.0% | Reduced |
| Parvin Asset Management, LLC | 39 | $6.42K | 0.01% | +39 | New |
| CGC Financial Services, LLC | 40 | $6.59K | 0.00% | −22−35.5% | Reduced |
| Wolff Wiese Magana LLC | 40 | $6.59K | 0.00% | −5−11.1% | Reduced |
| Lummis Asset Management, LP | 40 | $6.59K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 6,477 | $6.65K | 0.00% | +6,476+647,600.0% | Added |
| Ball & Co Wealth Management Inc. | 48 | $7.00K | 0.01% | 00.0% | Unchanged |
| Fairman Group, LLC | 44 | $7.17K | 0.01% | −22−33.3% | Reduced |
| Grayhawk Investment Strategies Inc. | 46 | $7.57K | 0.02% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 46 | $7.58K | 0.00% | −1−2.1% | Reduced |
| Centricity Wealth Management, LLC | 47 | $7.74K | 0.01% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 47 | $7.76K | 0.01% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 48 | $7.90K | 0.00% | +48 | New |
| Ogorek Anthony Joseph | 51 | $8.00K | 0.00% | +51 | New |
| Bullock Wealth Management Group | 50 | $8.10K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 50 | $8.23K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 50 | $8.23K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 50 | $8.23K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 50 | $8.23K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 50 | $8.24K | 0.00% | −50−50.0% | Reduced |
| Semmax Financial Advisors Inc. | 53 | $8.47K | 0.00% | +13+32.5% | Added |
| HighMark Wealth Management LLC | 53 | $8.73K | 0.01% | +1+1.9% | Added |
| Evermay Wealth Management LLC | 53 | $8.73K | 0.00% | +3+6.0% | Added |
| Mascoma Wealth Management LLC | 54 | $8.89K | 0.00% | 00.0% | Unchanged |
| Putney Financial Group LLC | 55 | $9.06K | 0.01% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 56 | $9.22K | 0.00% | +56 | New |
| Financial Management Professionals, Inc. | 57 | $9.38K | 0.00% | −39−40.6% | Reduced |
| DT Investment Partners, LLC | 58 | $9.55K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 60 | $9.88K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 60 | $9.88K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 61 | $10.0K | 0.01% | +61 | New |
| FSC Wealth Advisors, LLC | 62 | $10.2K | 0.01% | 00.0% | Unchanged |