| Dogwood Wealth Management LLC | 0 | $34 | 0.00% | −39−100.0% | Reduced |
| Annapolis Financial Services, LLC | 1 | $150 | 0.00% | +1 | New |
| Intact Investment Management Inc. | 1 | $164 | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 3 | $492 | 0.00% | −12−80.0% | Reduced |
| PEAK6 Investments LLC | 3 | $505 | 0.00% | +3 | New |
| Cedar Mountain Advisors, LLC | 5 | $820 | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 10 | $1.00K | 0.00% | −46−82.1% | Reduced |
| SYSTM Wealth Solutions LLC | 8 | $1.31K | 0.04% | −4,750−99.8% | Reduced |
| WestEnd Advisors, LLC | 8 | $1.31K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 9 | $1.48K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 10 | $1.64K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 10 | $1.64K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 12 | $1.97K | 0.00% | −33−73.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 9 | $2.00K | 0.00% | +9 | New |
| Motco | 14 | $2.30K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 15 | $2.46K | 0.00% | −9−37.5% | Reduced |
| PFS Partners, LLC | 17 | $2.73K | 0.00% | −76−81.7% | Reduced |
| Founders Capital Management | 20 | $3.28K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 21 | $3.45K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 22 | $3.52K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 23 | $3.77K | 0.00% | −22−48.9% | Reduced |
| Cherry Tree Wealth Management, LLC | 23 | $3.77K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 24 | $4.00K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 27 | $4.43K | 0.00% | +27 | New |
| Gen-Wealth Partners Inc | 30 | $4.46K | 0.00% | −68−69.4% | Reduced |
| Planned Solutions, Inc. | 28 | $4.59K | 0.00% | +28 | New |
| WFA Asset Management Corp | 30 | $4.92K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 31 | $5.09K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 31 | $5.09K | 0.00% | −389−92.6% | Reduced |
| New England Capital Financial Advisors LLC | 31 | $5.16K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 35 | $5.74K | 0.00% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 36 | $5.91K | 0.00% | −155−81.2% | Reduced |
| Perkins Coie Trust Co | 37 | $6.07K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 37 | $6.07K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 38 | $6.24K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 39 | $6.40K | 0.57% | +1+2.6% | Added |
| Arrow Financial Corp | 40 | $6.56K | 0.00% | +14+53.8% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 40 | $6.56K | 0.01% | −323−89.0% | Reduced |
| Safe Harbor Fiduciary, LLC | 44 | $7.22K | 0.01% | +44 | New |
| FPC Investment Advisory, Inc. | 44 | $7.52K | 0.01% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 49 | $7.66K | 0.00% | −300−86.0% | Reduced |
| Redmont Wealth Advisors LLC | 50 | $8.20K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 50 | $8.20K | 0.00% | +25+100.0% | Added |
| Uncommon Cents Investing LLC | 50 | $8.20K | 0.00% | +50 | New |
| Winthrop Capital Management, LLC | 52 | $9.00K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 56 | $9.19K | 0.00% | +56 | New |
| Peterson Financial Group, Inc. | 62 | $10.2K | 0.04% | +62 | New |
| Bruce G. Allen Investments, LLC | 63 | $10.3K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 64 | $10.5K | 0.00% | −361−84.9% | Reduced |
| Davidson Capital Management Inc. | 64 | $10.5K | 0.00% | +17+36.2% | Added |
| Atwood & Palmer Inc | 68 | $11.2K | 0.00% | +10+17.2% | Added |
| Future Financial Wealth Managment LLC | 70 | $11.5K | 0.01% | +70 | New |
| Wiser Advisor Group LLC | 72 | $11.8K | 0.02% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 71 | $12.0K | 0.00% | −153−68.3% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 72 | $12.0K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 78 | $12.8K | 0.01% | 00.0% | Unchanged |
| Insight Financial Services | 80 | $13.1K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 82 | $13.5K | 0.00% | +8+10.8% | Added |
| Painted Porch Advisors LLC | 85 | $13.9K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 90 | $14.8K | 0.01% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 96 | $15.8K | 0.01% | +40+71.4% | Added |
| Cyrus J. Lawrence, LLC | 100 | $16.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 98 | $16.1K | 0.01% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 100 | $16.4K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 100 | $16.4K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 100 | $16.4K | 0.01% | 00.0% | Unchanged |
| Talon Private Wealth, LLC | 100 | $16.4K | 0.00% | +100 | New |
| Cetera Trust Company, N.A | 104 | $17.1K | 0.01% | 00.0% | Unchanged |
| JDM Financial Group LLC | 106 | $17.4K | 0.01% | +17+19.1% | Added |
| Iron Horse Wealth Management, LLC | 106 | $17.4K | 0.01% | +20+23.3% | Added |
| Aspire Private Capital, LLC | 107 | $17.6K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 108 | $17.7K | 0.01% | +108 | New |
| Anfield Capital Management, LLC | 113 | $18.5K | 0.01% | +110+3,666.7% | Added |
| GoalVest Advisory LLC | 114 | $18.7K | 0.01% | +114 | New |
| Main Street Group, LTD | 115 | $18.9K | 0.01% | +33+40.2% | Added |
| West Financial Advisors, LLC | 115 | $18.9K | 0.00% | +115 | New |
| Highline Wealth Partners LLC | 118 | $19.4K | 0.01% | +25+26.9% | Added |
| Horizon Financial Services, LLC | 119 | $19.5K | 0.01% | +5+4.4% | Added |
| Frazier Financial Advisors, LLC | 122 | $20.0K | 0.02% | −13−9.6% | Reduced |
| Legacy Investment Solutions, LLC | 145 | $20.2K | 0.01% | +145 | New |
| Legacy Wealth Managment, LLC | 145 | $20.2K | 0.01% | +145 | New |
| POM Investment Strategies, LLC | 126 | $20.7K | 0.02% | −170−57.4% | Reduced |
| NewSquare Capital LLC | 126 | $20.7K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 128 | $21.0K | 0.00% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 129 | $21.2K | 0.01% | +129 | New |
| TD Capital Management LLC | 133 | $21.8K | 0.00% | +33+33.0% | Added |
| Gilliland Jeter Wealth Management LLC | 134 | $22.0K | 0.01% | +130+3,250.0% | Added |
| Resources Management Corp | 136 | $22.0K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $22.2K | 0.02% | – | – |
| Tidemark, LLC | 136 | $22.3K | 0.01% | 00.0% | Unchanged |
| Glynn Capital Management LLC | 140 | $23.0K | 0.01% | +140 | New |
| Park Place Capital Corp | 141 | $23.1K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 142 | $23.3K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 144 | $23.6K | 0.00% | +144 | New |
| American Capital Advisory, LLC | 146 | $24.0K | 0.01% | +146 | New |
| Avion Wealth | 149 | $24.0K | 0.01% | −1−0.7% | Reduced |
| Red Tortoise LLC | 149 | $24.4K | 0.01% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 149 | $24.4K | 0.02% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 150 | $24.6K | 0.02% | −350−70.0% | Reduced |
| Macroview Investment Management LLC | 150 | $24.6K | 0.02% | +27+22.0% | Added |