| DecisionPoint Financial, LLC | 3 | $120 | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 6 | $239 | 0.00% | +6 | New |
| Atlantic Private Wealth, LLC | 10 | $397 | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 11 | $425 | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 12 | $460 | 0.00% | −198−94.3% | Reduced |
| Evergreen Private Wealth LLC | 13 | $516 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 13 | $516 | 0.00% | +13 | New |
| Delos Wealth Advisors, LLC | 22 | $860 | 0.00% | −629−96.6% | Reduced |
| Anfield Capital Management, LLC | 29 | $1.15K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 30 | $1.19K | 0.00% | −3,331−99.1% | Reduced |
| Creekmur Asset Management LLC | 32 | $1.27K | 0.00% | −62−66.0% | Reduced |
| Robinswood Financial LLC | 35 | $1.39K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 36 | $1.44K | 0.00% | −55−60.4% | Reduced |
| Reuter James Wealth Management, LLC | 37 | $1.47K | 0.00% | +37 | New |
| LGT Financial Advisors LLC | 40 | $1.59K | 0.00% | −449−91.8% | Reduced |
| Ogorek Anthony Joseph | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 51 | $2.02K | 0.00% | +51 | New |
| WestEnd Advisors, LLC | 52 | $2.06K | 0.00% | +15+40.5% | Added |
| Accordant Advisory Group Inc | 54 | $2.14K | 0.00% | +54 | New |
| Chesapeake Asset Management LLC | 55 | $2.18K | 0.00% | +55 | New |
| Bay Harbor Wealth Management, LLC | 59 | $2.34K | 0.00% | +59 | New |
| 1620 Investment Advisors, Inc. | 61 | $2.43K | 0.00% | +61 | New |
| VitalStone Financial, LLC | 66 | $2.62K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 77 | $3.06K | 0.00% | −646−89.3% | Reduced |
| Costello Asset Management, INC | 81 | $3.21K | 0.00% | +81 | New |
| Lam Group, Inc. | 86 | $3.41K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 98 | $3.88K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 100 | $3.97K | 0.00% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 100 | $3.97K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 100 | $3.97K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 125 | $4.00K | 0.00% | +1+0.8% | Added |
| Legacy Investment Solutions, LLC | 89 | $4.08K | 0.00% | +89 | New |
| Legacy Wealth Managment, LLC | 89 | $4.08K | 0.00% | +89 | New |
| PFS Partners, LLC | 104 | $4.14K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 105 | $4.17K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 110 | $4.37K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 137 | $5.44K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 145 | $5.75K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 169 | $6.71K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 178 | $7.06K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 178 | $7.06K | 0.63% | +99+125.3% | Added |
| Bare Financial Services, Inc | 200 | $7.94K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 200 | $7.94K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 207 | $8.21K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 215 | $8.53K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 220 | $8.73K | 0.00% | 00.0% | Unchanged |
| Partnership Wealth Management, LLC | 235 | $9.31K | 0.01% | +2+0.9% | Added |
| Fairfield Financial Advisors, LTD | 243 | $9.64K | 0.00% | +2+0.8% | Added |
| Insight Financial Services | 248 | $9.87K | 0.01% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 256 | $10.2K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 262 | $10.4K | 0.01% | −635−70.8% | Reduced |
| McCarthy Grittinger Financial Group, LLC | 270 | $10.7K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 279 | $11.0K | 0.00% | −300−51.8% | Reduced |
| Coston, McIsaac & Partners | 277 | $11.0K | 0.00% | −4−1.4% | Reduced |
| Trifecta Capital Advisors, LLC | 278 | $11.0K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 280 | $11.1K | 0.00% | +2+0.7% | Added |
| Westend Capital Management, LLC | 282 | $11.2K | 0.00% | +282 | New |
| Vista Private Wealth Partners. LLC | 314 | $12.5K | 0.00% | −2,171−87.4% | Reduced |
| Peterson Financial Group, Inc. | 327 | $13.0K | 0.05% | +327 | New |
| Highline Wealth Partners LLC | 334 | $13.3K | 0.00% | −241−41.9% | Reduced |
| HGK Asset Management Inc | 350 | $13.9K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 571,160 | $14.4K | 0.01% | +541,760+1,842.7% | Added |
| FNY Investment Advisers, LLC | 400 | $15.0K | 0.01% | +400 | New |
| Pineridge Advisors LLC | 379 | $15.1K | 0.01% | +79+26.3% | Added |
| Transcendent Capital Group LLC | 381 | $15.1K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 382 | $15.2K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 389 | $15.4K | 0.01% | 00.0% | Unchanged |
| Robbins Farley LLC | 400 | $15.9K | 0.01% | 00.0% | Unchanged |
| Elkhorn Partners Limited Partnership | 400 | $16.0K | 0.01% | −1,200−75.0% | Reduced |
| Clarity Asset Management, Inc. | 462 | $18.3K | 0.01% | +3+0.7% | Added |
| Macroview Investment Management LLC | 467 | $18.5K | 0.02% | −191−29.0% | Reduced |
| PrairieView Partners, LLC | 501 | $19.0K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 504 | $20.0K | 0.01% | +3+0.6% | Added |
| Lowe Wealth Advisors, LLC | 505 | $20.0K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 521 | $20.7K | 0.01% | +1+0.2% | Added |
| Talon Private Wealth, LLC | 522 | $20.7K | 0.00% | +522 | New |
| Mascoma Wealth Management LLC | 529 | $21.0K | 0.01% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 532 | $21.1K | 0.02% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 545 | $21.6K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 547 | $21.7K | 0.01% | −51−8.5% | Reduced |
| Cranbrook Wealth Management, LLC | 548 | $21.7K | 0.00% | +50+10.0% | Added |
| Security National Bank | 550 | $21.8K | 0.00% | 00.0% | Unchanged |
| ZynergyRetirementPlanningLLC | 571 | $22.7K | 0.02% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 572 | $22.7K | 0.03% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 600 | $23.8K | 0.02% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 600 | $24.0K | 0.02% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 624 | $24.8K | 0.01% | 00.0% | Unchanged |
| Northwest Financial Advisors | 693 | $27.5K | 0.02% | +693 | New |
| Oliver Lagore Vanvalin Investment Group | 712 | $28.2K | 0.01% | +382+115.8% | Added |
| Kennebec Savings Bank | 733 | $29.1K | 0.03% | +733 | New |
| Battery Global Advisors, LLC | 739 | $29.3K | 0.02% | +739 | New |
| BBJS Financial Advisors, LLC | 760 | $30.1K | 0.01% | +5+0.7% | Added |
| Granite FO LLC | 772 | $30.6K | 0.02% | +772 | New |
| Cassady Schiller Wealth Management, LLC | 775 | $30.8K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 779 | $30.9K | 0.01% | −150−16.1% | Reduced |
| Morgan Dempsey Capital Management LLC | 800 | $31.7K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 810 | $32.2K | 0.02% | −374−31.6% | Reduced |
| TD Capital Management LLC | 813 | $32.3K | 0.00% | +4+0.5% | Added |
