| Retirement Wealth Solutions LLC | 1 | $119 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 1 | $147 | 0.00% | +1 | New |
| SOA Wealth Advisors, LLC. | 1 | $152 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 2 | $293 | 0.00% | −17−89.5% | Reduced |
| ROSS\JOHNSON & Associates LLC | 2 | $293 | 0.01% | 00.0% | Unchanged |
| Bridge Generations Wealth Management LLC | 3 | $439 | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 3 | $439 | 0.00% | +3 | New |
| Stone House Investment Management, LLC | 3 | $439 | 0.00% | +3 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 3 | $439 | 0.00% | +3 | New |
| Davis Capital Management | 3 | $439 | 0.00% | +3 | New |
| Beaird Harris Wealth Management, LLC | 3 | $495 | 0.00% | −7−70.0% | Reduced |
| Red Tortoise LLC | 4 | $585 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 4 | $586 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 4 | $586 | 0.00% | +4 | New |
| Nalls Sherbakoff Group, LLC | 5 | $732 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 5 | $732 | 0.00% | +3+150.0% | Added |
| Aspect Partners, LLC | 6 | $878 | 0.00% | −2−25.0% | Reduced |
| WealthCollab, LLC | 6 | $878 | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 6 | $878 | 0.00% | +6 | New |
| Global Trust Asset Management, LLC | 6 | $878 | 0.00% | +6 | New |
| Strategic Advocates LLC | 6 | $878 | 0.00% | +6 | New |
| DecisionPoint Financial, LLC | 6 | $882 | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 8 | $1.17K | 0.00% | +8 | New |
| Noble Wealth Management PBC | 8 | $1.17K | 0.00% | +8 | New |
| PayPay Securities Corp | 9 | $1.30K | 0.05% | −3−25.0% | Reduced |
| Rialto Wealth Management, LLC | 9 | $1.32K | 0.00% | −6−40.0% | Reduced |
| PFS Partners, LLC | 9 | $1.32K | 0.00% | +9 | New |
| Hughes Financial Services, LLC | 12 | $1.44K | 0.00% | +6+100.0% | Added |
| Principia Wealth Advisory, LLC | 11 | $1.61K | 0.00% | −6−35.3% | Reduced |
| Longfellow Investment Management Co LLC | 11 | $1.61K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 12 | $1.68K | 0.00% | −1−7.7% | Reduced |
| Solstein Capital, LLC | 12 | $1.76K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 12 | $1.76K | 0.00% | −18−60.0% | Reduced |
| Dogwood Wealth Management LLC | 13 | $1.90K | 0.00% | −28−68.3% | Reduced |
| WestEnd Advisors, LLC | 13 | $1.90K | 0.00% | −6−31.6% | Reduced |
| Signature Resources Capital Management, LLC | 13 | $1.90K | 0.00% | −4−23.5% | Reduced |
| Financial Management Professionals, Inc. | 13 | $1.90K | 0.00% | −2−13.3% | Reduced |
| 1620 Investment Advisors, Inc. | 15 | $2.19K | 0.00% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 17 | $2.49K | 0.00% | +17 | New |
| United Community Bank | 18 | $2.63K | 0.00% | −803−97.8% | Reduced |
| MPWM Advisory Solutions, LLC | 18 | $2.63K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 19 | $2.78K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 19 | $2.78K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 20 | $2.93K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 22 | $3.22K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 22 | $3.22K | 0.00% | +22 | New |
| Cornerstone Planning Group LLC | 10 | $3.22K | 0.00% | −153−93.9% | Reduced |
| Kilter Group LLC | 22 | $3.22K | 0.00% | −16−42.1% | Reduced |
| S&T Bank | 23 | $3.37K | 0.00% | −114−83.2% | Reduced |
| Highline Wealth Partners LLC | 23 | $3.39K | 0.00% | −8−25.8% | Reduced |
| New England Capital Financial Advisors LLC | 25 | $3.66K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 25 | $3.66K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 27 | $3.95K | 0.00% | −2−6.9% | Reduced |
| Altshuler Shaham Ltd | 28 | $4.10K | 0.00% | +3+12.0% | Added |
| CGC Financial Services, LLC | 29 | $4.24K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 29 | $4.24K | 0.00% | +4+16.0% | Added |
| NBT Bank N A | 30 | $4.39K | 0.00% | −1,830−98.4% | Reduced |
| Sofos Investments, Inc. | 30 | $4.39K | 0.00% | +30 | New |
| Guerra Advisors Inc | 32 | $4.68K | 0.00% | +32 | New |
| DiNuzzo Private Wealth, Inc. | 30 | $4.69K | 0.00% | −2−6.3% | Reduced |
| DHJJ Financial Advisors, Ltd. | 34 | $4.97K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 39 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 35 | $5.12K | 0.00% | −1−2.8% | Reduced |
| BFSG, LLC | 37 | $5.41K | 0.00% | −107−74.3% | Reduced |
| IMG Wealth Management, Inc. | 37 | $5.41K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 38 | $5.56K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 40 | $5.85K | 0.00% | −5−11.1% | Reduced |
| Lummis Asset Management, LP | 40 | $5.85K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 41 | $6.00K | 0.00% | −9−18.0% | Reduced |
| Hollencrest Capital Management | 44 | $6.44K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 44 | $6.44K | 0.01% | 00.0% | Unchanged |
| Sagard Holdings Management Inc. | 46 | $6.73K | 0.03% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 47 | $6.88K | 0.00% | +47 | New |
| Wiser Advisor Group LLC | 47 | $6.90K | 0.01% | +47 | New |
| Ball & Co Wealth Management Inc. | 48 | $7.00K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 49 | $7.00K | 0.00% | +49 | New |
| Private Wealth Asset Management, LLC | 48 | $7.02K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 50 | $7.32K | 0.01% | −70−58.3% | Reduced |
| Pflug Koory, LLC | 50 | $7.32K | 0.00% | −23−31.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 50 | $7.32K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 50 | $7.32K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 50 | $7.32K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 50 | $7.32K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 50 | $7.35K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 53 | $7.75K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 54 | $7.90K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 56 | $8.19K | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 57 | $8.34K | 0.00% | −66−53.7% | Reduced |
| DT Investment Partners, LLC | 58 | $8.49K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 59 | $8.59K | 0.01% | +59 | New |
| Archer Investment Corp | 59 | $8.60K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 59 | $8.64K | 0.00% | −5−7.8% | Reduced |
| Chesapeake Asset Management LLC | 59 | $8.77K | 0.01% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 60 | $8.78K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 60 | $8.78K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 60 | $8.78K | 0.00% | +36+150.0% | Added |
| Abich Financial Wealth Management LLC | 60 | $8.78K | 0.00% | +60 | New |
| Wall Street Access Asset Management, LLC | 63 | $9.22K | 0.00% | +63 | New |
| Raleigh Capital Management Inc. | 63 | $9.27K | 0.00% | −154−71.0% | Reduced |