| Pacific Center for Financial Services | 0 | $13 | 0.00% | 0 | New |
| Tfo-TDC, LLC | 1 | $834 | 0.00% | −1−50.0% | Reduced |
| WestEnd Advisors, LLC | 1 | $834 | 0.00% | +1 | New |
| Riggs Asset Managment Co. Inc. | 1 | $834 | 0.00% | +1 | New |
| Anfield Capital Management, LLC | 1 | $834 | 0.00% | +1 | New |
| NVWM, LLC | 2 | $1.67K | 0.00% | +2 | New |
| Cherry Tree Wealth Management, LLC | 2 | $1.67K | 0.00% | 00.0% | Unchanged |
| FPC Investment Advisory, Inc. | 3 | $2.29K | 0.00% | +3 | New |
| Scarborough Advisors, LLC | 3 | $2.50K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 3 | $2.50K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 3 | $2.50K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 3 | $2.50K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 3 | $2.50K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 4 | $3.33K | 0.00% | −6−60.0% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 4 | $3.33K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 0 | $3.33K | 0.00% | 0 | New |
| Addison Advisors LLC | 4 | $3.33K | 0.00% | +4 | New |
| Core Wealth Advisors, Inc. | 4 | $3.38K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 4 | $3.60K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 5 | $4.17K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 5 | $4.17K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 5 | $4.17K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 5 | $4.17K | 0.00% | +5 | New |
| Red Tortoise LLC | 5 | $4.17K | 0.00% | +5 | New |
| Abich Financial Wealth Management LLC | 5 | $4.17K | 0.00% | +5 | New |
| Northwest Capital Management Inc | 6 | $5.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 6 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 7 | $5.26K | 0.00% | +7 | Added |
| PSI Advisors, LLC | 7 | $5.46K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 7 | $5.68K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $5.84K | 0.00% | −2−22.2% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 7 | $5.84K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 7 | $5.84K | 0.00% | +7 | New |
| ESL Trust Services, LLC | 7 | $5.84K | 0.00% | +7 | New |
| Ogorek Anthony Joseph | 8 | $6.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 8 | $6.67K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 8 | $6.67K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 8 | $6.67K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 9 | $7.15K | 0.00% | +9 | New |
| Global Trust Asset Management, LLC | 9 | $7.50K | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 9 | $7.50K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 10 | $8.34K | 0.01% | +10 | New |
| Clear Investment Research, LLC | 10 | $8.42K | 0.01% | +2+25.0% | Added |
| Guardian Wealth Management, Inc. | 11 | $9.07K | 0.01% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 11 | $9.17K | 0.00% | −24−68.6% | Reduced |
| FSA Wealth Management LLC | 11 | $9.17K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 11 | $9.17K | 0.00% | +11 | New |
| Atlantic Edge Private Wealth Management, LLC | 11 | $9.17K | 0.00% | +11 | New |
| Dunhill Financial, LLC | 12 | $9.94K | 0.01% | +2+20.0% | Added |
| Penserra Capital Management LLC | 12 | $10.0K | 0.00% | −637−98.2% | Reduced |
| McClarren Financial Advisors, Inc. | 12 | $10.0K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 12 | $10.0K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 12 | $10.0K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 14 | $11.6K | 0.01% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 14 | $11.7K | 0.00% | +14 | New |
| TFC Financial Management | 14 | $11.7K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 15 | $12.5K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 15 | $12.5K | 0.00% | +1+7.1% | Added |
| Stephenson National Bank & Trust | 15 | $12.5K | 0.00% | +15 | New |
| Tucker Asset Management LLC | 19 | $15.8K | 0.00% | +12+171.4% | Added |
| ORG Partners LLC | 19 | $15.9K | 0.03% | −36−65.5% | Reduced |
| Pacifica Partners Inc. | 20 | $16.3K | 0.01% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 20 | $16.7K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 20 | $17.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 20 | $17.0K | 0.01% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 20 | $17.0K | 0.01% | +20 | New |
| Legend Financial Advisors, Inc. | 21 | $17.5K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 21 | $17.5K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 20 | $17.8K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 22 | $18.3K | 0.01% | 00.0% | Unchanged |
| Tidemark, LLC | 24 | $20.0K | 0.01% | +10+71.4% | Added |
| Valued Wealth Advisors LLC | 24 | $20.3K | 0.01% | +4+20.0% | Added |
| Center for Financial Planning, Inc. | 25 | $20.8K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 25 | $20.8K | 0.01% | +4+19.0% | Added |
| Wetzel Investment Advisors, Inc. | 28 | $20.9K | 0.01% | −12−30.0% | Reduced |
| M&R Capital Management Inc | 25 | $21.1K | 0.01% | −11−30.6% | Reduced |
| Creekmur Asset Management LLC | 26 | $21.4K | 0.01% | +21+420.0% | Added |
| Planning Capital Management Corp | 26 | $21.7K | 0.02% | −25−49.0% | Reduced |
| West Financial Advisors, LLC | 26 | $21.7K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 26 | $21.7K | 0.00% | +16+160.0% | Added |
| Sugarloaf Wealth Management, LLC | 27 | $22.6K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 28 | $23.3K | 0.00% | −94−77.0% | Reduced |
| ICA Group Wealth Management, LLC | 28 | $23.6K | 0.00% | 00.0% | Unchanged |
| Belmont Capital, LLC | 29 | $24.2K | 0.01% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 30 | $25.0K | 0.00% | −115−79.3% | Reduced |
| Old Point Trust & Financial Services N A | 30 | $25.0K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 30 | $25.0K | 0.01% | 00.0% | Unchanged |
| Vima LLC | 30 | $25.0K | 0.03% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 30 | $25.0K | 0.00% | +11+57.9% | Added |
| DHJJ Financial Advisors, Ltd. | 30 | $25.0K | 0.01% | 00.0% | Unchanged |
| Knott David M Jr | 31 | $26.0K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 31 | $26.0K | 0.01% | +3+10.7% | Added |
| Financial Freedom, LLC | 32 | $26.5K | 0.02% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 32 | $26.7K | 0.04% | +32 | New |
| Tyler-Stone Wealth Management | 34 | $28.2K | 0.01% | −13−27.7% | Reduced |
| Private Wealth Management Group, LLC | 34 | $28.3K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 34 | $28.3K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 34 | $28.3K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 35 | $29.0K | 0.00% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 35 | $29.2K | 0.01% | +35 | New |