| Avion Wealth | 1 | $0 | 0.00% | +1 | New |
| Gordian Capital Singapore Pte Ltd | 1 | $663 | 0.00% | −10−90.9% | Reduced |
| Atwood & Palmer Inc | 1 | $663 | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1 | $663 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 1 | $663 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 1 | $663 | 0.00% | +1 | New |
| McClarren Financial Advisors, Inc. | 662 | $1.00K | 0.00% | +660+33,000.0% | Added |
| Kessler Investment Group, LLC | 2 | $1.32K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 2 | $1.32K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 2 | $1.32K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 2 | $1.32K | 0.00% | +2 | New |
| MorganRosel Wealth Management, LLC | 2 | $1.32K | 0.00% | +2 | New |
| JFS Wealth Advisors, LLC | 2 | $1.33K | 0.00% | +2 | New |
| Christopher J. Hasenberg, Inc | 2 | $1.33K | 0.00% | +2 | New |
| PEAK6 LLC | 3 | $1.74K | 0.00% | −27,473−100.0% | Reduced |
| S&T Bank | 3 | $1.99K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 3 | $1.99K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 3 | $1.99K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 4 | $2.65K | 0.00% | +4 | New |
| Salomon & Ludwin, LLC | 4 | $2.65K | 0.00% | −4−50.0% | Reduced |
| Evermay Wealth Management LLC | 4 | $2.65K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 4 | $2.65K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 4 | $2.65K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 4 | $2.65K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 4 | $2.65K | 0.00% | +4 | New |
| Hurley Capital, LLC | 4 | $2.65K | 0.00% | +4 | New |
| Anfield Capital Management, LLC | 5 | $3.31K | 0.00% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 5 | $3.31K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 5 | $3.31K | 0.00% | +5 | New |
| Painted Porch Advisors LLC | 5 | $3.31K | 0.00% | +5 | New |
| Millstone Evans Group, LLC | 5 | $3.31K | 0.00% | +5 | New |
| Valued Wealth Advisors LLC | 5 | $3.31K | 0.00% | −5−50.0% | Reduced |
| Mattson Financial Services, LLC | 5 | $3.31K | 0.00% | +5 | New |
| Darwin Advisors, LLC | 5 | $3.46K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 6 | $3.98K | 0.00% | −1−14.3% | Reduced |
| MV Capital Management, Inc. | 6 | $3.98K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 6 | $3.98K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 6 | $3.98K | 0.00% | +2+50.0% | Added |
| Morse Asset Management, Inc | 6 | $3.98K | 0.00% | +6 | New |
| Centerpoint Advisors, LLC | 6 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 7 | $4.64K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 7 | $4.64K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 7 | $4.71K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 8 | $5.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 8 | $5.30K | 0.00% | −8−50.0% | Reduced |
| Sherman Asset Management, Inc. | 8 | $5.30K | 0.01% | 00.0% | Unchanged |
| DAGCO, Inc. | 8 | $5.30K | 0.00% | +8 | New |
| Abound Wealth Management | 8 | $5.30K | 0.00% | −2−20.0% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 8 | $5.32K | 0.00% | +2+33.3% | Added |
| Nemes Rush Group LLC | 9 | $5.96K | 0.00% | +9 | New |
| Oakworth Capital, Inc. | 10 | $6.63K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 10 | $6.63K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 10 | $6.63K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 10 | $6.63K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 10 | $6.63K | 0.00% | +10 | New |
| Innovative Advisory Group, LLC | 10 | $6.63K | 0.01% | +10 | New |
| GHP Investment Advisors, Inc. | 10 | $6.63K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 10 | $6.63K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 10 | $6.66K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 10 | $6.67K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 12 | $7.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 11 | $7.29K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 11 | $7.29K | 0.00% | +7+175.0% | Added |
| North Star Investment Management Corp. | 11 | $7.29K | 0.00% | +11 | New |
| First Command Advisory Services, Inc. | 11 | $7.29K | 0.00% | +11 | New |
| Inlight Wealth Management, LLC | 11 | $7.29K | 0.00% | +11 | New |
| Atlantic Edge Private Wealth Management, LLC | 12 | $7.95K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 12 | $7.95K | 0.00% | +5+71.4% | Added |
| Iron Horse Wealth Management, LLC | 12 | $7.95K | 0.00% | +7+140.0% | Added |
| Guardian Wealth Management, Inc. | 12 | $7.95K | 0.01% | +12 | New |
| Perkins Coie Trust Co | 13 | $8.61K | 0.00% | +1+8.3% | Added |
| First Financial Corp | 13 | $8.61K | 0.00% | −37−74.0% | Reduced |
| Cape Investment Advisory, Inc. | 13 | $8.61K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 13 | $8.61K | 0.00% | +13 | New |
| Dynamic Wealth Strategies, LLC | 13 | $8.61K | 0.01% | +13 | New |
| Bank of Jackson Hole Trust | 13 | $9.22K | 0.01% | −3−18.8% | Reduced |
| Copia Wealth Management | 14 | $9.28K | 0.01% | 00.0% | Unchanged |
| Nova Wealth Management, Inc. | 14 | $9.28K | 0.01% | +4+40.0% | Added |
| Aspect Partners, LLC | 14 | $9.28K | 0.01% | +14 | New |
| REAP Financial Group, LLC | 14 | $9.28K | 0.00% | +14 | New |
| HighMark Wealth Management LLC | 14 | $9.29K | 0.01% | −21−60.0% | Reduced |
| Dogwood Wealth Management LLC | 14 | $9.33K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 15 | $9.94K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 15 | $9.94K | 0.00% | +7+87.5% | Added |
| Kestra Investment Management, LLC | 15 | $9.94K | 0.00% | −118−88.7% | Reduced |
| Hoey Investments, Inc | 15 | $9.94K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 16 | $10.6K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 17 | $11.1K | 0.00% | +17 | New |
| True Wealth Design, LLC | 17 | $11.3K | 0.00% | +1+6.3% | Added |
| Truvestments Capital LLC | 17 | $11.3K | 0.00% | +12+240.0% | Added |
| Costello Asset Management, INC | 17 | $11.3K | 0.00% | +17 | New |
| N.E.W. Advisory Services LLC | 17 | $11.3K | 0.00% | +17 | New |
| MJT & Associates Financial Advisory Group, Inc. | 17 | $11.3K | 0.01% | +17 | New |
| Global Financial Private Client, LLC | 18 | $11.9K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 18 | $11.9K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 19 | $12.6K | 0.01% | +19 | New |
| Asset Management One Co.,Ltd. | 19 | $12.6K | 0.00% | +3+18.8% | Added |
| Parkworth Wealth Management, Inc. | 19 | $12.8K | 0.01% | +19 | New |
| Ulland Investment Advisors, LLC | 20 | $13.0K | 0.01% | 00.0% | Unchanged |
| von Borstel & Associates, Inc. | 20 | $13.0K | 0.00% | +20 | New |