| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | −3−75.0% | Reduced |
| Eastern Bank | 1 | $181 | 0.00% | −5−83.3% | Reduced |
| Retirement Wealth Solutions LLC | 1 | $182 | 0.00% | −1−50.0% | Reduced |
| NorthAvenue LLC | 1 | $182 | 0.00% | +1 | New |
| Ameriflex Group, Inc. | 2 | $363 | 0.00% | −494−99.6% | Reduced |
| Wealth Watch Advisors, INC | 2 | $363 | 0.00% | −9−81.8% | Reduced |
| DecisionPoint Financial, LLC | 2 | $363 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 2 | $363 | 0.00% | +2 | New |
| SHP Wealth Management | 2 | $366 | 0.00% | +2 | New |
| Brown, Lisle/Cummings, Inc. | 3 | $544 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $544 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 3 | $544 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 3 | $544 | 0.00% | +3 | New |
| Keating Financial Advisory Services, Inc. | 3 | $544 | 0.00% | +3 | New |
| Quest Partners LLC | 4 | $725 | 0.00% | −165−97.6% | Reduced |
| Signature Resources Capital Management, LLC | 4 | $725 | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 4 | $726 | 0.00% | −16−80.0% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5 | $906 | 0.00% | +5 | New |
| Valued Wealth Advisors LLC | 5 | $916 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 6 | $1.09K | 0.00% | +4+200.0% | Added |
| S&T Bank | 6 | $1.09K | 0.00% | −6−50.0% | Reduced |
| Albion Financial Group | 6 | $1.09K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 6 | $1.09K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 6 | $1.09K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 6 | $1.09K | 0.00% | +1+20.0% | Added |
| NVWM, LLC | 6 | $1.09K | 0.00% | +2+50.0% | Added |
| Greenline Wealth Management LLC | 6 | $1.09K | 0.00% | +6 | New |
| Johnson Financial Group, Inc. | 6 | $1.10K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 6 | $1.11K | 0.00% | +6 | New |
| Cedar Mountain Advisors, LLC | 7 | $1.27K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 7 | $1.27K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 7 | $1.27K | 0.00% | +7 | New |
| Lodestone Wealth Management LLC | 7 | $1.30K | 0.00% | +7 | New |
| Key Capital Management, INC | 8 | $1.45K | 0.00% | +8 | New |
| Hilton Head Capital Partners, LLC | 8 | $1.45K | 0.00% | +8 | New |
| Fideuram Asset Management (Ireland) dac | 8 | $1.61K | 0.00% | +8 | New |
| Creative Financial Designs Inc | 9 | $1.63K | 0.00% | +2+28.6% | Added |
| Principia Wealth Advisory, LLC | 9 | $1.63K | 0.00% | +5+125.0% | Added |
| First Command Advisory Services, Inc. | 9 | $1.63K | 0.00% | +9 | New |
| Three Bearings Fiduciary Advisors, Inc. | 10 | $1.78K | 0.00% | +10 | New |
| IMG Wealth Management, Inc. | 10 | $1.81K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 10 | $1.81K | 0.00% | +3+42.9% | Added |
| ORG Partners LLC | 11 | $1.99K | 0.00% | −23−67.6% | Reduced |
| Financial Consulate, Inc | 11 | $2.00K | 0.00% | +6+120.0% | Added |
| Hazlett, Burt & Watson, Inc. | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 12 | $2.18K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 13 | $2.36K | 0.00% | −3−18.8% | Reduced |
| Acumen Wealth Advisors, LLC | 13 | $2.38K | 0.00% | +13 | New |
| Versant Capital Management, Inc | 14 | $2.54K | 0.00% | −104−88.1% | Reduced |
| First Horizon Corp | 14 | $2.54K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 14 | $2.54K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 14 | $2.54K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 14 | $2.54K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 14 | $2.54K | 0.00% | +14 | New |
| Sachetta, LLC | 14 | $2.54K | 0.00% | −24−63.2% | Reduced |
| Rialto Wealth Management, LLC | 14 | $2.54K | 0.00% | +14 | New |
| Dunhill Financial, LLC | 15 | $2.70K | 0.00% | +5+50.0% | Added |
| PFS Partners, LLC | 15 | $2.72K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 15 | $2.72K | 0.00% | +15 | New |
| Ares Financial Consulting, LLC | 15 | $2.72K | 0.00% | +15 | New |
| Marquette Asset Management, LLC | 16 | $2.90K | 0.00% | +16 | New |
| Rossby Financial, LCC | 17 | $3.08K | 0.00% | +17 | New |
| Abound Wealth Management | 17 | $3.09K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 19 | $3.43K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 19 | $3.44K | 0.00% | −10−34.5% | Reduced |
| NBT Bank N A | 19 | $3.44K | 0.00% | −1−5.0% | Reduced |
| Red Tortoise LLC | 19 | $3.44K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 19 | $3.48K | 0.00% | +19 | New |
| Financial Management Professionals, Inc. | 23 | $4.21K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 24 | $4.39K | 0.00% | +24 | New |
| Minot DeBlois Advisors LLC | 25 | $4.53K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 26 | $4.71K | 0.00% | −10−27.8% | Reduced |
| Grove Bank & Trust | 26 | $4.71K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 26 | $4.71K | 0.00% | +16+160.0% | Added |
| United Financial Planning Group LLC | 26 | $4.71K | 0.00% | +26 | New |
| Activest Wealth Management | 28 | $5.08K | 0.00% | +9+47.4% | Added |
| High Note Wealth, LLC | 28 | $5.08K | 0.00% | +16+133.3% | Added |
| Raffa Wealth Management, LLC | 29 | $5.26K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 29 | $5.30K | 0.00% | +4+16.0% | Added |
| Howard Hughes Medical Institute | 30 | $5.44K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 30 | $5.44K | 0.00% | +30 | New |
| Manchester Capital Management LLC | 30 | $5.44K | 0.00% | −28−48.3% | Reduced |
| Bell Investment Advisors, Inc | 31 | $5.62K | 0.00% | −44−58.7% | Reduced |
| JNBA Financial Advisors | 31 | $5.62K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 33 | $5.71K | 0.00% | −9−21.4% | Reduced |
| Noble Wealth Management PBC | 32 | $5.80K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 33 | $5.98K | 0.00% | +13+65.0% | Added |
| Cornerstone Financial Management LLC | 33 | $5.98K | 0.01% | +33 | New |
| Aventura Private Wealth, LLC | 35 | $6.35K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 36 | $6.53K | 0.00% | +36 | New |
| Archer Investment Corp | 41 | $7.43K | 0.00% | +41 | New |
| Avion Wealth | 47 | $8.00K | 0.00% | +5+11.9% | Added |
| Essential Partners LLC | 45 | $8.16K | 0.00% | +44+4,400.0% | Added |
| Wolff Wiese Magana LLC | 46 | $8.34K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 48 | $8.72K | 0.00% | +1+2.1% | Added |
| Horizon Financial Services, LLC | 49 | $8.88K | 0.00% | +4+8.9% | Added |
| Greykasell Wealth Strategies, Inc. | 49 | $8.88K | 0.00% | +49 | New |
| GPS Wealth Strategies Group, LLC | 50 | $9.07K | 0.01% | 00.0% | Unchanged |