| West Branch Capital LLC | 1 | $140 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 2 | $279 | 0.00% | +2 | New |
| Richardson Capital Management LLC | 3 | $419 | 0.00% | +3 | New |
| Inlight Wealth Management, LLC | 3 | $419 | 0.00% | +3 | New |
| Blume Capital Management, Inc. | 4 | $560 | 0.00% | +4 | New |
| Quest 10 Wealth Builders, Inc. | 5 | $674 | 0.00% | +5 | New |
| Parkworth Wealth Management, Inc. | 5 | $699 | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 5 | $699 | 0.00% | +5 | New |
| Iron Horse Wealth Management, LLC | 5 | $699 | 0.00% | +5 | New |
| Dogwood Wealth Management LLC | 5 | $699 | 0.00% | +5 | New |
| Horizon Financial Services, LLC | 6 | $839 | 0.00% | +6 | New |
| JCIC Asset Management Inc. | 9 | $1.26K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 9 | $1.26K | 0.00% | +9 | New |
| Rakuten Securities, Inc. | 10 | $1.40K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 10 | $1.40K | 0.00% | +10 | New |
| Financial Network Wealth Advisors LLC | 10 | $1.40K | 0.00% | +10 | New |
| Bear Mountain Capital, Inc. | 11 | $1.49K | 0.00% | +11 | New |
| True Wealth Design, LLC | 11 | $1.59K | 0.00% | +4+57.1% | Added |
| YANKCOM Partnership | 12 | $1.68K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 12 | $1.68K | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 12 | $1.72K | 0.00% | −10−45.5% | Reduced |
| JDM Financial Group LLC | 13 | $1.82K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 13 | $1.82K | 0.00% | +13 | New |
| Granite FO LLC | 18 | $2.52K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 18 | $2.52K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 20 | $2.82K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 22 | $2.98K | 0.00% | +8+57.1% | Added |
| PayPay Securities Corp | 22 | $3.21K | 0.18% | +1+4.8% | Added |
| Sierra Ocean, LLC | 23 | $3.21K | 0.00% | −84−78.5% | Reduced |
| Financial Management Professionals, Inc. | 23 | $3.21K | 0.00% | −7−23.3% | Reduced |
| WestEnd Advisors, LLC | 23 | $3.21K | 0.00% | +8+53.3% | Added |
| Contravisory Investment Management, Inc. | 24 | $3.35K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 25 | $3.50K | 0.00% | +25 | New |
| Cranbrook Wealth Management, LLC | 27 | $3.77K | 0.00% | +27 | New |
| Principia Wealth Advisory, LLC | 28 | $3.85K | 0.00% | +8+40.0% | Added |
| First Command Advisory Services, Inc. | 28 | $3.91K | 0.00% | +28 | New |
| Pacific Center for Financial Services | 29 | $4.05K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 31 | $4.33K | 0.00% | −130−80.7% | Reduced |
| CNB Bank | 33 | $4.61K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 35 | $4.89K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 36 | $5.03K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 36 | $5.03K | 0.00% | +36 | New |
| NVWM, LLC | 42 | $5.87K | 0.00% | +22+110.0% | Added |
| SWAN Capital LLC | 44 | $6.12K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 44 | $6.14K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 46 | $6.43K | 0.00% | +46 | New |
| Dunhill Financial, LLC | 51 | $7.13K | 0.00% | +51 | New |
| Global Wealth Strategies & Associates | 52 | $7.27K | 0.00% | +52 | New |
| Transce3nd, LLC | 55 | $7.69K | 0.00% | −250−82.0% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 56 | $7.90K | 0.02% | −7−11.1% | Reduced |
| Penserra Capital Management LLC | 60 | $8.00K | 0.00% | −1,829−96.8% | Reduced |
| United Community Bank | 61 | $8.53K | 0.00% | +61 | New |
| Whipplewood Advisors, LLC | 10,676 | $8.95K | 0.01% | +10,612+16,581.3% | Added |
| Mascoma Wealth Management LLC | 66 | $9.22K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 66 | $9.23K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 68 | $9.51K | 0.01% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 70 | $9.79K | 0.01% | −8−10.3% | Reduced |
| Highline Wealth Partners LLC | 78 | $10.9K | 0.00% | −10−11.4% | Reduced |
| N.E.W. Advisory Services LLC | 83 | $11.6K | 0.00% | +83 | New |
| Kentucky Trust Co | 87 | $12.2K | 0.01% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 95 | $13.0K | 0.01% | +95 | New |
| Winch Advisory Services, LLC | 94 | $13.1K | 0.00% | +1+1.1% | Added |
| Oakworth Capital, Inc. | 94 | $13.1K | 0.00% | −1,770−95.0% | Reduced |
| Atwood & Palmer Inc | 100 | $14.0K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 100 | $14.0K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 100 | $14.0K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 100 | $14.0K | 0.01% | 00.0% | Unchanged |
| Tidemark, LLC | 100 | $14.0K | 0.01% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 100 | $14.0K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 88 | $15.0K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 110 | $15.4K | 0.01% | −24−17.9% | Reduced |
| Painted Porch Advisors LLC | 111 | $15.5K | 0.01% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 111 | $15.5K | 0.01% | +111 | New |
| Jackson, Grant Investment Advisers, Inc. | 112 | $15.6K | 0.01% | +1+0.9% | Added |
| New Millennium Group LLC | 112 | $15.7K | 0.01% | +9+8.7% | Added |
| NCP Inc. | 112 | $15.7K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 119 | $16.6K | 0.00% | 00.0% | Unchanged |
| American National Bank | 119 | $16.6K | 0.00% | +9+8.2% | Added |
| Goodman Advisory Group, LLC | 120 | $16.8K | 0.01% | +120 | New |
| Quarry LP | 120 | $16.8K | 0.00% | +120 | New |
| DiNuzzo Private Wealth, Inc. | 121 | $16.9K | 0.00% | +1+0.8% | Added |
| Hughes Financial Services, LLC | 123 | $17.6K | 0.00% | +123 | New |
| MPWM Advisory Solutions, LLC | 126 | $17.6K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 126 | $17.6K | 0.01% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 127 | $17.8K | 0.01% | +1+0.8% | Added |
| Raffa Wealth Management, LLC | 133 | $18.6K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 140 | $19.6K | 0.00% | +7+5.3% | Added |
| Creative Financial Designs Inc | 142 | $19.8K | 0.00% | −6−4.1% | Reduced |
| CBIZ Investment Advisory Services, LLC | 152 | $21.2K | 0.00% | +111+270.7% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 158 | $22.1K | 0.01% | −192−54.9% | Reduced |
| Ridgewood Investments LLC | 162 | $22.6K | 0.01% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 162 | $22.6K | 0.01% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 162 | $22.6K | 0.02% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 168 | $23.0K | 0.02% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 171 | $23.9K | 0.01% | +70+69.3% | Added |
| Centricity Wealth Management, LLC | 172 | $24.0K | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 180 | $25.2K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 198 | $27.7K | 0.02% | +198 | New |
| Comprehensive Financial Planning, Inc. | 200 | $28.0K | 0.03% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 200 | $28.0K | 0.02% | 00.0% | Unchanged |