| McClarren Financial Advisors, Inc. | 787 | $9 | 0.01% | +775+6,458.3% | Added |
| Pacific Center for Financial Services | 0 | $13 | 0.00% | 0 | Unchanged |
| EdgeRock Capital LLC | 1 | $787 | 0.00% | +1 | New |
| Redwood Wealth Management Group, LLC | 1 | $787 | 0.00% | +1 | New |
| Painted Porch Advisors LLC | 1 | $787 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 1 | $812 | 0.00% | +1 | New |
| Strengthening Families & Communities, LLC | 1 | $1.00K | 0.00% | +1 | New |
| Cherry Tree Wealth Management, LLC | 2 | $1.57K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 2 | $1.57K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $1.57K | 0.00% | +1+100.0% | Added |
| Wolff Wiese Magana LLC | 3 | $2.36K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 3 | $2.36K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 3 | $2.36K | 0.00% | 00.0% | Unchanged |
| Dixon Mitchell Investment Counsel Inc. | 3 | $2.36K | 0.00% | +3 | New |
| Hobbs Group Advisors, LLC | 3 | $2.36K | 0.00% | +3 | New |
| SIMA Wealth Partners, LLC | 3 | $2.36K | 0.00% | +3 | New |
| FPC Investment Advisory, Inc. | 3 | $2.52K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 4 | $3.00K | 0.00% | +4 | New |
| Laffer Tengler Investments | 4 | $3.15K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 4 | $3.15K | 0.00% | +1+33.3% | Added |
| Aspire Private Capital, LLC | 4 | $3.43K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 5 | $3.86K | 0.00% | +5 | New |
| PFG Private Wealth Management, LLC | 5 | $3.94K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 5 | $3.94K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 5 | $3.94K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 6 | $4.72K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 6 | $4.72K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 6 | $4.72K | 0.00% | +6 | New |
| PSI Advisors, LLC | 7 | $5.15K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 7 | $5.51K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 7 | $5.51K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $5.51K | 0.00% | 00.0% | Unchanged |
| Lynx Investment Advisory | 7 | $5.66K | 0.00% | +7 | New |
| Horizons Wealth Management | 7 | $5.82K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 7 | $5.84K | 0.00% | −21−75.0% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 8 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 8 | $6.00K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 8 | $6.26K | 0.00% | −3−27.3% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 8 | $6.30K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 8 | $6.30K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 8 | $6.40K | 0.00% | −487−98.4% | Reduced |
| Keener Financial Planning LLC | 10 | $7.00K | 0.00% | −10−50.0% | Reduced |
| Global Trust Asset Management, LLC | 9 | $7.09K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 10 | $7.87K | 0.00% | +10 | New |
| Robinswood Financial LLC | 10 | $7.87K | 0.00% | +10 | New |
| Clear Investment Research, LLC | 10 | $7.97K | 0.01% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 11 | $8.62K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 11 | $8.66K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 12 | $9.00K | 0.00% | −8−40.0% | Reduced |
| Penserra Capital Management LLC | 12 | $9.00K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 12 | $9.45K | 0.00% | −1,343−99.1% | Reduced |
| Cassady Schiller Wealth Management, LLC | 12 | $9.45K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 12 | $9.45K | 0.00% | +1+9.1% | Added |
| Brown Shipley& Co Ltd | 13 | $10.2K | 0.00% | −1,284−99.0% | Reduced |
| Frazier Financial Advisors, LLC | 13 | $10.2K | 0.01% | −61−82.4% | Reduced |
| New Millennium Group LLC | 14 | $10.8K | 0.01% | +14 | New |
| Main Street Group, LTD | 14 | $11.0K | 0.00% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 14 | $11.0K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 15 | $11.8K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 15 | $11.8K | 0.00% | +1+7.1% | Added |
| Abich Financial Wealth Management LLC | 16 | $12.4K | 0.01% | +11+220.0% | Added |
| NewSquare Capital LLC | 16 | $12.6K | 0.00% | −50−75.8% | Reduced |
| Stephenson National Bank & Trust | 17 | $13.4K | 0.00% | +2+13.3% | Added |
| Signature Resources Capital Management, LLC | 17 | $13.4K | 0.01% | +17 | New |
| Proffitt & Goodson Inc | 17 | $13.4K | 0.00% | +17 | New |
| M&R Capital Management Inc | 17 | $13.7K | 0.00% | −8−32.0% | Reduced |
| Atwood & Palmer Inc | 18 | $14.2K | 0.00% | −8−30.8% | Reduced |
| Cedar Mountain Advisors, LLC | 19 | $15.0K | 0.00% | −2−9.5% | Reduced |
| Tucker Asset Management LLC | 19 | $15.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 20 | $15.7K | 0.01% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 20 | $15.7K | 0.01% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 20 | $15.7K | 0.00% | +13+185.7% | Added |
| McMahon Financial Advisors, LLC | 20 | $15.7K | 0.00% | +20 | New |
| Pacifica Partners Inc. | 20 | $15.8K | 0.01% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 21 | $16.5K | 0.01% | 00.0% | Unchanged |
| Fairway Wealth LLC | 21 | $16.5K | 0.01% | +21 | New |
| Aspect Partners, LLC | 22 | $17.3K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 24 | $18.9K | 0.01% | −100−80.6% | Reduced |
| Gradient Investments LLC | 24 | $18.9K | 0.00% | −4−14.3% | Reduced |
| POM Investment Strategies, LLC | 24 | $18.9K | 0.02% | +24 | New |
| Raffa Wealth Management, LLC | 25 | $19.7K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 25 | $19.7K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 25 | $19.7K | 0.01% | +13+108.3% | Added |
| WR Wealth Planners, LLC | 26 | $20.5K | 0.01% | −79−75.2% | Reduced |
| Private Ocean, LLC | 26 | $20.5K | 0.00% | −8−23.5% | Reduced |
| West Financial Advisors, LLC | 26 | $20.5K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 26 | $20.5K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 26 | $20.8K | 0.01% | +2+8.3% | Added |
| Addison Advisors LLC | 27 | $21.3K | 0.01% | +23+575.0% | Added |
| Sugarloaf Wealth Management, LLC | 27 | $21.4K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 28 | $21.9K | 0.01% | +2+7.7% | Added |
| DiNuzzo Private Wealth, Inc. | 28 | $22.0K | 0.00% | +13+86.7% | Added |
| Old Point Trust & Financial Services N A | 30 | $23.6K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 30 | $23.6K | 0.01% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 30 | $23.6K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 33 | $25.0K | 0.01% | +2+6.5% | Added |
| Financial Freedom, LLC | 32 | $25.2K | 0.01% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 32 | $25.2K | 0.04% | 00.0% | Unchanged |
| Tidemark, LLC | 33 | $26.0K | 0.01% | +9+37.5% | Added |
| Dunhill Financial, LLC | 33 | $26.1K | 0.02% | +21+175.0% | Added |