| Retirement Wealth Solutions LLC | 1 | $127 | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 1 | $156 | 0.00% | +1 | New |
| SOA Wealth Advisors, LLC. | 1 | $161 | 0.00% | −6,476−100.0% | Reduced |
| Breakwater Investment Management | 2 | $312 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 2 | $312 | 0.01% | 00.0% | Unchanged |
| Bridge Generations Wealth Management LLC | 3 | $468 | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 3 | $468 | 0.00% | +3 | New |
| Tradewinds Capital Management, LLC | 4 | $624 | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 4 | $624 | 0.00% | +4 | New |
| Nalls Sherbakoff Group, LLC | 5 | $780 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 6 | $879 | 0.00% | −20−76.9% | Reduced |
| WealthCollab, LLC | 6 | $936 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 6 | $956 | 0.00% | +6 | New |
| Winthrop Capital Management, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 8 | $1.25K | 0.00% | −8−50.0% | Reduced |
| Stephens Consulting, LLC | 8 | $1.25K | 0.00% | +8 | New |
| Beaird Harris Wealth Management, LLC | 10 | $1.56K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 11 | $1.72K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 11 | $1.72K | 0.00% | +11 | New |
| Riggs Asset Managment Co. Inc. | 11 | $1.72K | 0.00% | +4+57.1% | Added |
| PayPay Securities Corp | 12 | $1.87K | 0.09% | −3−20.0% | Reduced |
| Solstein Capital, LLC | 12 | $1.87K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 13 | $1.95K | 0.00% | −6−31.6% | Reduced |
| Wood Tarver Financial Group, LLC | 19 | $2.00K | 0.00% | −9−32.1% | Reduced |
| Atlas Capital Advisors LLC | 14 | $2.18K | 0.00% | 00.0% | Unchanged |
| Eq Wealth Advisors, LLC | 14 | $2.18K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 14 | $2.18K | 0.00% | +14 | New |
| Financial Management Professionals, Inc. | 15 | $2.34K | 0.00% | −42−73.7% | Reduced |
| 1620 Investment Advisors, Inc. | 15 | $2.34K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 15 | $2.34K | 0.00% | +9+150.0% | Added |
| Indiana Trust & Investment Management CO | 15 | $2.34K | 0.00% | +15 | New |
| Fourth Dimension Wealth, LLC | 15 | $2.34K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 15 | $2.34K | 0.00% | +11+275.0% | Added |
| SJS Investment Consulting Inc. | 16 | $2.50K | 0.00% | −18−52.9% | Reduced |
| Transce3nd, LLC | 17 | $2.65K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 17 | $2.65K | 0.00% | +6+54.5% | Added |
| Signature Resources Capital Management, LLC | 17 | $2.65K | 0.00% | +17 | New |
| MPWM Advisory Solutions, LLC | 18 | $2.81K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 19 | $2.96K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 19 | $2.96K | 0.00% | +2+11.8% | Added |
| Bare Financial Services, Inc | 19 | $2.96K | 0.00% | +13+216.7% | Added |
| Cape Investment Advisory, Inc. | 19 | $2.96K | 0.00% | +19 | New |
| Pineridge Advisors LLC | 20 | $3.12K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 22 | $3.43K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 24 | $3.74K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 24 | $3.74K | 0.00% | +10+71.4% | Added |
| New England Capital Financial Advisors LLC | 25 | $3.90K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 25 | $3.90K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 25 | $3.90K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 25 | $3.90K | 0.00% | +2+8.7% | Added |
| Pandora Wealth, Inc. | 26 | $4.05K | 0.00% | +26 | New |
| CGC Financial Services, LLC | 29 | $4.52K | 0.00% | −11−27.5% | Reduced |
| HFM Investment Advisors, LLC | 29 | $4.52K | 0.00% | +5+20.8% | Added |
| Halbert Hargrove Global Advisors, LLC | 29 | $4.52K | 0.00% | +9+45.0% | Added |
| Pacifica Partners Inc. | 30 | $4.68K | 0.00% | +15+100.0% | Added |
| Highline Wealth Partners LLC | 31 | $4.85K | 0.00% | +2+6.9% | Added |
| DiNuzzo Private Wealth, Inc. | 32 | $4.99K | 0.00% | −1−3.0% | Reduced |
| DHJJ Financial Advisors, Ltd. | 34 | $5.30K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 36 | $5.61K | 0.00% | +9+33.3% | Added |
| IMG Wealth Management, Inc. | 37 | $5.77K | 0.00% | +37 | New |
| HHM Wealth Advisors, LLC | 38 | $5.92K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 38 | $5.93K | 0.00% | +38 | New |
| Penserra Capital Management LLC | 39 | $6.00K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 40 | $6.24K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 41 | $6.47K | 0.00% | +23+127.8% | Added |
| WealthTrak Capital Management LLC | 42 | $6.55K | 0.01% | +30+250.0% | Added |
| Hollencrest Capital Management | 44 | $6.86K | 0.00% | −358−89.1% | Reduced |
| Fairman Group, LLC | 44 | $6.86K | 0.01% | 00.0% | Unchanged |
| Ball & Co Wealth Management Inc. | 48 | $7.00K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 45 | $7.02K | 0.00% | +5+12.5% | Added |
| Sagard Holdings Management Inc. | 46 | $7.17K | 0.02% | +46 | New |
| Centricity Wealth Management, LLC | 47 | $7.33K | 0.01% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 48 | $7.49K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 50 | $7.80K | 0.00% | −3−5.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 50 | $7.80K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 50 | $7.80K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 50 | $7.80K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 50 | $7.80K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 53 | $7.84K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 50 | $7.96K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 49 | $8.00K | 0.00% | +49 | New |
| Evermay Wealth Management LLC | 53 | $8.27K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 54 | $8.42K | 0.00% | 00.0% | Unchanged |
| Putney Financial Group LLC | 55 | $8.58K | 0.01% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 56 | $8.73K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 57 | $8.89K | 0.00% | +57 | New |
| Ogorek Anthony Joseph | 58 | $9.00K | 0.00% | +7+13.7% | Added |
| DT Investment Partners, LLC | 58 | $9.05K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 59 | $9.16K | 0.00% | −21−26.3% | Reduced |
| Chesapeake Asset Management LLC | 59 | $9.32K | 0.01% | −5−7.8% | Reduced |
| Fortis Group Advisors, LLC | 60 | $9.36K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 60 | $9.36K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 64 | $10.1K | 0.00% | −118−64.8% | Reduced |
| Raffa Wealth Management, LLC | 66 | $10.3K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 69 | $10.8K | 0.01% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 70 | $10.9K | 0.01% | 00.0% | Unchanged |
| Raelipskie Partnership | 70 | $10.9K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 75 | $10.9K | 0.01% | −1,261−94.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 71 | $10.9K | 0.00% | −31−30.4% | Reduced |
| Thompson Investment Management, Inc. | 71 | $11.1K | 0.00% | 00.0% | Unchanged |