| Retirement Wealth Solutions LLC | 0 | $25 | 0.00% | 0 | Unchanged |
| Clean Yield Group | 1 | $208 | 0.00% | −17−94.4% | Reduced |
| ROSS\JOHNSON & Associates LLC | 1 | $221 | 0.00% | −12−92.3% | Reduced |
| Redwood Park Advisors LLC | 1 | $222 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 2 | $237 | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 2 | $442 | 0.00% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 2 | $442 | 0.00% | 00.0% | Unchanged |
| LMR Partners LLP | 2 | $442 | 0.00% | +2 | New |
| Breakwater Investment Management | 2 | $443 | 0.00% | 00.0% | Unchanged |
| Bridge Generations Wealth Management LLC | 2 | $443 | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 3 | $663 | 0.00% | 00.0% | Unchanged |
| Traub Capital Management LLC | 3 | $663 | 0.00% | +3 | New |
| Total Investment Management Inc | 4 | $803 | 0.00% | +4 | New |
| Smallwood Wealth Investment Management, LLC | 4 | $884 | 0.00% | +4 | New |
| Proathlete Wealth Management LLC | 4 | $884 | 0.00% | +4 | New |
| Friedenthal Financial | 4 | $885 | 0.00% | +4 | New |
| LGT Financial Advisors LLC | 5 | $1.10K | 0.00% | +5 | New |
| Pineridge Advisors LLC | 5 | $1.10K | 0.00% | +5 | New |
| Marshall & Sterling Wealth Advisors Inc. | 6 | $1.33K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 6 | $1.33K | 0.00% | +6 | New |
| Financial Gravity Companies, Inc. | 7 | $1.55K | 0.00% | +7 | New |
| Anfield Capital Management, LLC | 7 | $1.55K | 0.00% | +7 | New |
| MPWM Advisory Solutions, LLC | 8 | $1.77K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 8 | $1.77K | 0.00% | +8 | New |
| Hager Investment Management Services, LLC | 9 | $1.99K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 9 | $1.99K | 0.00% | +9 | New |
| Addison Advisors LLC | 9 | $1.99K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 9 | $2.02K | 0.00% | +9 | New |
| Legend Financial Advisors, Inc. | 10 | $2.21K | 0.00% | +10 | New |
| ORG Wealth Partners, LLC | 10 | $2.24K | 0.00% | +2+25.0% | Added |
| Alpine Bank Wealth Management | 11 | $2.43K | 0.00% | −709−98.5% | Reduced |
| American Capital Advisory, LLC | 11 | $2.43K | 0.00% | +6+120.0% | Added |
| First Command Advisory Services, Inc. | 12 | $2.65K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 13 | $2.87K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 14 | $3.05K | 0.00% | −5−26.3% | Reduced |
| Riggs Asset Managment Co. Inc. | 14 | $3.10K | 0.00% | +10+250.0% | Added |
| Caldwell Sutter Capital, Inc. | 15 | $3.31K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 15 | $3.32K | 0.00% | +15 | New |
| Stephens Consulting, LLC | 15 | $3.32K | 0.00% | +15 | New |
| Trifecta Capital Advisors, LLC | 16 | $3.54K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 16 | $3.55K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 17 | $3.76K | 0.00% | +12+240.0% | Added |
| Compass Financial Services Inc | 18 | $3.98K | 0.00% | −26−59.1% | Reduced |
| Fourth Dimension Wealth, LLC | 18 | $3.98K | 0.00% | −19−51.4% | Reduced |
| BankPlus Trust Department | 18 | $3.98K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 19 | $4.20K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 20 | $4.42K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 20 | $4.42K | 0.01% | 00.0% | Unchanged |
| JDM Financial Group LLC | 20 | $4.42K | 0.00% | 00.0% | Unchanged |
| Ryan Investment Management, Inc. | 20 | $4.42K | 0.00% | +20 | New |
| NVWM, LLC | 21 | $4.61K | 0.00% | −1−4.5% | Reduced |
| Principia Wealth Advisory, LLC | 21 | $4.64K | 0.00% | +1+5.0% | Added |
| TFC Financial Management | 23 | $5.08K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 24 | $5.30K | 0.00% | −242−91.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 24 | $5.30K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 24 | $5.51K | 0.01% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 25 | $5.53K | 0.01% | −35−58.3% | Reduced |
| Copia Wealth Management | 25 | $5.53K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 27 | $5.97K | 0.00% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 30 | $6.00K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 31 | $6.79K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 32 | $7.04K | 0.00% | +10+45.5% | Added |
| CGC Financial Services, LLC | 32 | $7.07K | 0.00% | −5−13.5% | Reduced |
| Sierra Ocean, LLC | 33 | $7.31K | 0.01% | +19+135.7% | Added |
| Albion Financial Group | 34 | $7.51K | 0.00% | −88−72.1% | Reduced |
| Accent Capital Management, LLC | 34 | $7.57K | 0.00% | +34 | New |
| Atlantic Edge Private Wealth Management, LLC | 35 | $7.74K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 36 | $7.96K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 36 | $7.96K | 0.00% | +36 | New |
| Morse Asset Management, Inc | 37 | $8.18K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 37 | $8.18K | 0.00% | +14+60.9% | Added |
| Barrett & Company, Inc. | 39 | $8.62K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 39 | $8.62K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 39 | $8.62K | 0.01% | +3+8.3% | Added |
| MRP Capital Investments, LLC | 40 | $8.84K | 0.01% | +40 | New |
| New Millennium Group LLC | 40 | $8.88K | 0.00% | −9−18.4% | Reduced |
| Kilter Group LLC | 41 | $9.06K | 0.00% | +41 | New |
| Bare Financial Services, Inc | 42 | $9.28K | 0.00% | +39+1,300.0% | Added |
| Red Tortoise LLC | 44 | $9.72K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 44 | $9.83K | 0.00% | −1−2.2% | Reduced |
| West Oak Capital, LLC | 45 | $9.90K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 45 | $9.95K | 0.00% | −40−47.1% | Reduced |
| First PREMIER Bank | 47 | $10.0K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 46 | $10.2K | 0.01% | 00.0% | Unchanged |
| Longview Financial Advisors LLC | 47 | $10.4K | 0.01% | 00.0% | Unchanged |
| SWAN Capital LLC | 48 | $10.6K | 0.00% | −252−84.0% | Reduced |
| WealthTrak Capital Management LLC | 48 | $10.6K | 0.01% | +12+33.3% | Added |
| Maryland Capital Advisors Inc. | 48 | $10.6K | 0.00% | +48 | New |
| Financial Perspectives, Inc | 50 | $11.1K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 50 | $11.1K | 0.00% | +10+25.0% | Added |
| Clark Wealth Partners | 50 | $11.1K | 0.01% | +2+4.2% | Added |
| Cherry Tree Wealth Management, LLC | 51 | $11.3K | 0.00% | −34−40.0% | Reduced |
| Kentucky Trust Co | 52 | $11.5K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 52 | $11.5K | 0.00% | +52 | New |
| GHP Investment Advisors, Inc. | 55 | $12.2K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 55 | $12.3K | 0.01% | 00.0% | Unchanged |
| WFA Asset Management Corp | 67 | $13.0K | 0.01% | +1+1.5% | Added |
| Abound Wealth Management | 59 | $13.0K | 0.00% | −7−10.6% | Reduced |
| Financial Avengers, Inc. | 59 | $13.1K | 0.01% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 65 | $13.6K | 0.00% | 00.0% | Unchanged |