| Roble, Belko & Company, Inc | 2 | $0 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 0 | $21 | 0.00% | 0 | Unchanged |
| Park Square Financial Group, LLC | 1 | $205 | 0.00% | −193−99.5% | Reduced |
| ORG Wealth Partners, LLC | 1 | $317 | 0.00% | −630−99.8% | Reduced |
| ROSS\JOHNSON & Associates LLC | 2 | $409 | 0.01% | 00.0% | Unchanged |
| Navigoe, LLC | 7 | $1.00K | 0.00% | +7 | New |
| O'Brien Wealth Partners LLC | 5 | $1.02K | 0.00% | −6−54.5% | Reduced |
| Logan Capital Management Inc | 5 | $1.02K | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 5 | $1.02K | 0.00% | +5 | New |
| Aviso Financial Inc. | 6 | $1.23K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 6 | $1.23K | 0.00% | +6 | New |
| West Branch Capital LLC | 6 | $1.23K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 7 | $1.43K | 0.00% | +7 | New |
| Stone House Investment Management, LLC | 8 | $1.54K | 0.00% | −57−87.7% | Reduced |
| HFM Investment Advisors, LLC | 8 | $1.64K | 0.00% | +3+60.0% | Added |
| Seneschal Advisors, LLC | 8 | $1.64K | 0.00% | +8 | New |
| Breakwater Investment Management | 9 | $1.84K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $2.05K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 10 | $2.05K | 0.00% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 10 | $2.05K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 12 | $2.46K | 0.00% | 00.0% | Unchanged |
| Advanced Portfolio Management, LLC | 12 | $2.46K | 0.01% | +12 | New |
| Vermillion Wealth Management, Inc. | 13 | $2.68K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 14 | $2.89K | 0.00% | −9,179−99.8% | Reduced |
| PayPay Securities Corp | 15 | $2.98K | 0.11% | +1+7.1% | Added |
| WestEnd Advisors, LLC | 16 | $3.28K | 0.00% | +4+33.3% | Added |
| ZRC Wealth Management, LLC | 16 | $3.28K | 0.00% | +16 | New |
| Legacy Bridge, LLC | 17 | $3.48K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 17 | $3.48K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 17 | $3.48K | 0.00% | +7+70.0% | Added |
| DecisionPoint Financial, LLC | 16 | $3.48K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 18 | $3.69K | 0.00% | −1−5.3% | Reduced |
| Legacy Wealth Managment, LLC | 18 | $3.69K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 18 | $3.69K | 0.00% | +18 | New |
| New England Capital Financial Advisors LLC | 21 | $4.35K | 0.00% | +21 | New |
| Kozak & Associates, Inc. | 20 | $4.57K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 23 | $4.65K | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 23 | $4.73K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 24 | $4.91K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 25 | $5.10K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 26 | $5.32K | 0.00% | −19−42.2% | Reduced |
| Clayton Financial Group LLC | 26 | $5.32K | 0.00% | +26 | New |
| LFA - Lugano Financial Advisors SA | 28 | $5.73K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 28 | $5.73K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 29 | $5.94K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 29 | $5.94K | 0.00% | +29 | New |
| Texas Capital Bancshares Inc | 31 | $6.35K | 0.00% | +31 | New |
| Evolution Wealth Management Inc. | 31 | $6.37K | 0.01% | −77−71.3% | Reduced |
| Security National Bank | 32 | $6.55K | 0.00% | +32 | New |
| Core Alternative Capital | 33 | $6.76K | 0.00% | 00.0% | Unchanged |
| Luminist Capital LLC | 32 | $6.91K | 0.01% | −1−3.0% | Reduced |
| Main Street Group, LTD | 34 | $6.96K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 35 | $7.17K | 0.00% | +22+169.2% | Added |
| MPWM Advisory Solutions, LLC | 36 | $7.37K | 0.00% | +20+125.0% | Added |
| Signature Resources Capital Management, LLC | 39 | $7.99K | 0.00% | 00.0% | Unchanged |
| Roxbury Financial LLC | 40 | $8.19K | 0.01% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 40 | $8.19K | 0.01% | 00.0% | Unchanged |
| Robinswood Financial LLC | 40 | $8.39K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 41 | $8.39K | 0.00% | +41 | New |
| Fairway Wealth LLC | 42 | $8.60K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 45 | $9.21K | 0.01% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 46 | $9.42K | 0.01% | +1+2.2% | Added |
| VSM Wealth Advisory, LLC | 1,000 | $9.58K | 0.00% | +913+1,049.4% | Added |
| Vermillion & White Wealth Management Group, LLC | 48 | $9.83K | 0.01% | +48 | New |
| Copia Wealth Management | 50 | $10.2K | 0.01% | 00.0% | Unchanged |
| Pilgrim Partners Asia Pte Ltd | 50 | $10.2K | 0.00% | +50 | New |
| Solstein Capital, LLC | 51 | $10.4K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 50 | $10.5K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 53 | $10.8K | 0.00% | +6+12.8% | Added |
| IMG Wealth Management, Inc. | 53 | $10.9K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 53 | $10.9K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 53 | $10.9K | 0.00% | −5−8.6% | Reduced |
| Coston, McIsaac & Partners | 58 | $11.0K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 55 | $11.0K | 0.01% | +55 | New |
| Northwest Capital Management Inc | 56 | $11.5K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 59 | $12.1K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 61 | $12.5K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 65 | $13.3K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 65 | $13.3K | 0.00% | +15+30.0% | Added |
| Dunhill Financial, LLC | 66 | $13.6K | 0.00% | −4−5.7% | Reduced |
| Alpine Bank Wealth Management | 70 | $14.3K | 0.00% | 00.0% | Unchanged |
| Chapman Financial Group, LLC | 70 | $14.3K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 72 | $14.7K | 0.00% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 74,053 | $15.2K | 0.00% | +102+0.1% | Added |
| Atwood & Palmer Inc | 75 | $15.4K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 78 | $16.0K | 0.00% | +3+4.0% | Added |
| North Capital, Inc. | 83 | $17.0K | 0.01% | +18+27.7% | Added |
| Dogwood Wealth Management LLC | 84 | $17.2K | 0.01% | −7−7.7% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 85 | $17.4K | 0.01% | 00.0% | Unchanged |
| Binnacle Investments Inc | 85 | $17.4K | 0.01% | +13+18.1% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 86 | $17.6K | 0.03% | −12−12.2% | Reduced |
| Albion Financial Group | 87 | $17.8K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 90 | $18.4K | 0.00% | −3−3.2% | Reduced |
| Ogorek Anthony Joseph | 102 | $20.0K | 0.01% | −8−7.3% | Reduced |
| Mascoma Wealth Management LLC | 99 | $20.3K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 100 | $20.5K | 0.00% | +100 | New |
| Altshuler Shaham Ltd | 101 | $20.7K | 0.00% | +20+24.7% | Added |
| DiNuzzo Private Wealth, Inc. | 129 | $20.7K | 0.00% | +5+4.0% | Added |
| Financial Avengers, Inc. | 104 | $21.3K | 0.01% | 00.0% | Unchanged |
| Hurley Capital, LLC | 105 | $21.5K | 0.01% | 00.0% | Unchanged |