| Centerpoint Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 14 | $0 | 0.00% | +14 | New |
| Dogwood Wealth Management LLC | 0 | $15 | 0.00% | 0 | Unchanged |
| American Capital Advisory, LLC | 0 | $17 | 0.00% | 0 | Unchanged |
| Guardian Wealth Management, Inc. | 0 | $31 | 0.00% | −5−100.0% | Reduced |
| CGC Financial Services, LLC | 3 | $190 | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 4 | $254 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 5 | $317 | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 5 | $317 | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 5 | $318 | 0.00% | +5 | New |
| HighMark Wealth Management LLC | 6 | $375 | 0.00% | 00.0% | Unchanged |
| Chris Bulman Inc | 6 | $381 | 0.00% | +6 | New |
| HWG Holdings LP | 7 | $460 | 0.00% | +7 | New |
| WestEnd Advisors, LLC | 10 | $635 | 0.00% | +3+42.9% | Added |
| Aspect Partners, LLC | 12 | $762 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 12 | $762 | 0.00% | 00.0% | Unchanged |
| Cultivar Capital, Inc. | 14 | $889 | 0.00% | +14 | New |
| PrairieView Partners, LLC | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 17 | $1.08K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 20 | $1.27K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 20 | $1.30K | 0.00% | +20 | New |
| Creekmur Asset Management LLC | 21 | $1.33K | 0.00% | −5−19.2% | Reduced |
| Ruedi Wealth Management, Inc. | 21 | $1.33K | 0.00% | +1+5.0% | Added |
| New Millennium Group LLC | 21 | $1.33K | 0.00% | +21 | New |
| Wolff Wiese Magana LLC | 22 | $1.42K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 23 | $1.46K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 29 | $1.84K | 0.00% | +29 | New |
| Cherry Tree Wealth Management, LLC | 30 | $1.90K | 0.00% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 30 | $1.90K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 30 | $1.90K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 35 | $2.22K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 36 | $2.29K | 0.00% | −45−55.6% | Reduced |
| JDM Financial Group LLC | 38 | $2.41K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 40 | $2.54K | 0.00% | +40 | New |
| PFG Private Wealth Management, LLC | 44 | $2.79K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 45 | $2.86K | 0.00% | −65−59.1% | Reduced |
| Kiely Wealth Advisory Group, Inc. | 50 | $2.90K | 0.00% | −30−37.5% | Reduced |
| TruNorth Capital Management, LLC | 46 | $2.92K | 0.00% | −108−70.1% | Reduced |
| Cassady Schiller Wealth Management, LLC | 46 | $2.92K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 46 | $2.92K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 50 | $3.16K | 0.00% | +1+2.0% | Added |
| Private Ocean, LLC | 50 | $3.17K | 0.00% | −56−52.8% | Reduced |
| Institutional & Family Asset Management, LLC | 50 | $3.17K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 50 | $3.17K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 50 | $3.17K | 0.00% | +50 | New |
| Semmax Financial Advisors Inc. | 55 | $3.23K | 0.00% | −10−15.4% | Reduced |
| Colonial Trust Advisors | 53 | $3.36K | 0.00% | −1,049−95.2% | Reduced |
| Highline Wealth Partners LLC | 53 | $3.36K | 0.00% | +53 | New |
| Albion Financial Group | 54 | $3.43K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 58 | $3.68K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 70 | $4.00K | 0.00% | +70 | New |
| Atlas Capital Advisors LLC | 64 | $4.06K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 65 | $4.13K | 0.00% | −1,080−94.3% | Reduced |
| Trifecta Capital Advisors, LLC | 65 | $4.13K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 69 | $4.37K | 0.00% | −53−43.4% | Reduced |
| Kelly Lawrence W & Associates Inc | 69 | $4.38K | 0.00% | +69 | New |
| Hoese & Co LLP | 73 | $4.55K | 0.00% | +73 | New |
| South State Corp. | 72 | $4.57K | 0.00% | +72 | New |
| Naples Money Management LLC | 74 | $4.69K | 0.00% | +56+311.1% | Added |
| First United Bank Trust | 74 | $4.70K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 75 | $4.76K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 80 | $5.08K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 88 | $5.58K | 0.00% | +86+4,300.0% | Added |
| PayPay Securities Corp | 92 | $5.84K | 0.49% | −2−2.1% | Reduced |
| Robinswood Financial LLC | 94 | $5.96K | 0.00% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 95 | $6.01K | 0.00% | +95 | New |
| Old Point Trust & Financial Services N A | 100 | $6.35K | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 100 | $6.35K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 100 | $6.35K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 101 | $6.41K | 0.00% | +40+65.6% | Added |
| DiNuzzo Private Wealth, Inc. | 101 | $6.41K | 0.00% | +17+20.2% | Added |
| Abich Financial Wealth Management LLC | 108 | $6.84K | 0.00% | +29+36.7% | Added |
| Acima Private Wealth, LLC | 110 | $6.98K | 0.00% | 00.0% | Unchanged |
| Icon Advisers Inc | 110 | $6.98K | 0.00% | +110 | New |
| Financial Freedom, LLC | 110 | $7.00K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 115 | $7.30K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 121 | $7.68K | 0.00% | −786−86.7% | Reduced |
| FSC Wealth Advisors, LLC | 132 | $8.38K | 0.01% | +132 | New |
| FWL Investment Management, LLC | 135 | $8.57K | 0.00% | +65+92.9% | Added |
| EnRich Financial Partners LLC | 137 | $8.69K | 0.00% | +37+37.0% | Added |
| BBJS Financial Advisors, LLC | 139 | $8.82K | 0.00% | +115+479.2% | Added |
| Pineridge Advisors LLC | 144 | $9.14K | 0.00% | −73−33.6% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 145 | $9.23K | 0.01% | +1+0.7% | Added |
| MB, Levis & Associates, LLC | 148 | $9.38K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 153 | $9.71K | 0.00% | +88+135.4% | Added |
| Penserra Capital Management LLC | 156 | $10.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 150 | $10.0K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 160 | $10.1K | 0.00% | +1+0.6% | Added |
| New Age Alpha Advisors, LLC | 164 | $10.4K | 0.01% | +164 | New |
| Kayne Anderson Rudnick Investment Management LLC | 164 | $10.4K | 0.00% | +37+29.1% | Added |
| Dunhill Financial, LLC | 165 | $10.5K | 0.01% | +4+2.5% | Added |
| Foster Dykema Cabot & Partners, LLC | 171 | $10.9K | 0.00% | −75−30.5% | Reduced |
| Register Financial Advisors LLC | 175 | $11.1K | 0.01% | 00.0% | Unchanged |
| Syntax Research, Inc. | 179 | $11.4K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 182 | $11.5K | 0.00% | +41+29.1% | Added |
| Transcendent Capital Group LLC | 185 | $11.7K | 0.01% | +85+85.0% | Added |
| Tradewinds Capital Management, LLC | 195 | $12.4K | 0.00% | 00.0% | Unchanged |
| Westchester Capital Management, Inc. | 200 | $12.7K | 0.00% | −73−26.7% | Reduced |
| Webster Bank, N. A. | 200 | $12.7K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 200 | $12.7K | 0.00% | 00.0% | Unchanged |