| Vermillion & White Wealth Management Group, LLC | 5 | $150 | 0.00% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 9 | $274 | 0.00% | +9 | New |
| Rise Advisors, LLC | 10 | $307 | 0.00% | −628−98.4% | Reduced |
| Team Financial Group, LLC | 10 | $314 | 0.00% | +10 | New |
| Clark Wealth Partners | 12 | $349 | 0.00% | +1+9.1% | Added |
| DecisionPoint Financial, LLC | 20 | $610 | 0.00% | +20 | New |
| Abound Wealth Management | 24 | $719 | 0.00% | 00.0% | Unchanged |
| Fiduciary Advisors, Inc. | 26 | $773 | 0.00% | +1+4.0% | Added |
| Kilter Group LLC | 27 | $809 | 0.00% | +27 | New |
| Redwood Park Advisors LLC | 29 | $861 | 0.00% | +1+3.6% | Added |
| Smallwood Wealth Investment Management, LLC | 30 | $911 | 0.00% | +1+3.4% | Added |
| Traub Capital Management LLC | 37 | $1.11K | 0.00% | +37 | New |
| Raffa Wealth Management, LLC | 38 | $1.14K | 0.00% | −65−63.1% | Reduced |
| Darwin Advisors, LLC | 38 | $1.14K | 0.00% | +1+2.7% | Added |
| IAG Wealth Partners, LLC | 40 | $1.20K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 40 | $1.20K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 44 | $1.32K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 50 | $1.50K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 50 | $1.50K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 50 | $1.52K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 53 | $1.58K | 0.00% | +1+1.9% | Added |
| Principia Wealth Advisory, LLC | 53 | $1.59K | 0.00% | +53 | New |
| Western Pacific Wealth Management, LP | 54 | $1.61K | 0.00% | +1+1.9% | Added |
| CVA Family Office, LLC | 54 | $1.62K | 0.00% | −35−39.3% | Reduced |
| Bullock Wealth Management Group | 55 | $1.68K | 0.00% | +1+1.9% | Added |
| Highline Wealth Partners LLC | 58 | $1.74K | 0.00% | −498−89.6% | Reduced |
| Scarborough Advisors, LLC | 66 | $1.98K | 0.00% | +66 | New |
| Fortitude Family Office, LLC | 66 | $1.98K | 0.00% | +66 | New |
| Halbert Hargrove Global Advisors, LLC | 68 | $2.04K | 0.00% | −8−10.5% | Reduced |
| Morton Brown Family Wealth, LLC | 69 | $2.06K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 70 | $2.10K | 0.00% | 00.0% | Unchanged |
| Spurstone Advisory Services, LLC | 73 | $2.18K | 0.03% | 00.0% | Unchanged |
| YANKCOM Partnership | 82 | $2.45K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 82 | $2.46K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 83 | $2.48K | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 100 | $2.99K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $2.99K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 100 | $2.99K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 100 | $2.99K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 100 | $2.99K | 0.00% | +100 | New |
| Hemington Wealth Management | 120 | $3.00K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 106 | $3.17K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 100 | $3.21K | 0.00% | +100 | New |
| Catherine Avery Investment Management LLC | 110 | $3.29K | 0.00% | +2+1.9% | Added |
| Mark Sheptoff Financial Planning, LLC | 100 | $3.50K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 118 | $3.53K | 0.00% | −17−12.6% | Reduced |
| Consultiva Wealth Management, Corp. | 123 | $3.68K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 124 | $3.71K | 0.00% | −64−34.0% | Reduced |
| Richardson Financial Services Inc. | 125 | $3.74K | 0.00% | −6−4.6% | Reduced |
| Horizon Investments, LLC | 128 | $3.83K | 0.00% | −19,323−99.3% | Reduced |
| Operose Advisors LLC | 130 | $3.89K | 0.00% | −620−82.7% | Reduced |
| Main Street Group, LTD | 132 | $3.94K | 0.00% | +1+0.8% | Added |
| JTC Employer Solutions Trusteee Ltd | 146 | $4.00K | 0.00% | −1,828−92.6% | Reduced |
| Olistico Wealth, LLC | 140 | $4.19K | 0.00% | +140 | New |
| Alerus Financial NA | 144 | $4.31K | 0.00% | +144 | New |
| True Wealth Design, LLC | 146 | $4.37K | 0.00% | −28−16.1% | Reduced |
| MV Capital Management, Inc. | 146 | $4.37K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 148 | $4.42K | 0.00% | +3+2.1% | Added |
| Vermillion Wealth Management, Inc. | 150 | $4.49K | 0.00% | +113+305.4% | Added |
| Bare Financial Services, Inc | 154 | $4.61K | 0.00% | +154 | New |
| Bell Investment Advisors, Inc | 154 | $4.61K | 0.00% | +128+492.3% | Added |
| Caldwell Sutter Capital, Inc. | 161 | $4.82K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 164 | $4.91K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 165 | $4.94K | 0.01% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 170 | $5.09K | 0.00% | +127+295.3% | Added |
| Ameritas Investment Partners, Inc. | 175 | $5.22K | 0.00% | +3+1.7% | Added |
| Caitong International Asset Management Co., Ltd | 175 | $5.24K | 0.00% | −5,424−96.9% | Reduced |
| Webster Bank, N. A. | 180 | $5.39K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 189 | $5.68K | 0.00% | −84−30.8% | Reduced |
| Federated Hermes, Inc. | 196 | $5.87K | 0.00% | 00.0% | Unchanged |
| Lavaca Capital LLC | 200 | $5.99K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 200 | $5.99K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 200 | $5.99K | 0.00% | +200 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 213 | $6.00K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 205 | $6.13K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 207 | $6.20K | 0.00% | +200+2,857.1% | Added |
| IMG Wealth Management, Inc. | 212 | $6.34K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 222 | $6.65K | 0.00% | +222 | New |
| Oliver Lagore Vanvalin Investment Group | 197 | $6.66K | 0.00% | +197 | New |
| Prestige Wealth Management Group LLC | 226 | $6.76K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 236 | $7.06K | 0.00% | −300−56.0% | Reduced |
| Gold Investment Management Ltd. | 238 | $7.26K | 0.00% | +4+1.7% | Added |
| Redmont Wealth Advisors LLC | 245 | $7.33K | 0.01% | +245 | New |
| Quest 10 Wealth Builders, Inc. | 247 | $7.39K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 250 | $7.48K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 253 | $7.57K | 0.00% | +253 | New |
| Evelyn Partners Asset Management Ltd | 257 | $7.69K | 0.00% | −3,616−93.4% | Reduced |
| Valued Wealth Advisors LLC | 257 | $7.69K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 258 | $7.72K | 0.00% | +258 | New |
| Provenance Wealth Advisors, LLC | 260 | $7.78K | 0.00% | −50−16.1% | Reduced |
| Park Place Capital Corp | 258 | $7.87K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 274 | $8.20K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 279 | $8.35K | 0.00% | +3+1.1% | Added |
| Citizens National Bank Trust Department | 295 | $8.83K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 296 | $8.86K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 287 | $8.98K | 0.00% | +4+1.4% | Added |
| HHM Wealth Advisors, LLC | 306 | $9.16K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 306 | $9.17K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 313 | $9.37K | 0.01% | +81+34.9% | Added |