| Kozak & Associates, Inc. | 0 | $66 | 0.00% | −8−100.0% | Reduced |
| Scarborough Advisors, LLC | 1 | $276 | 0.00% | +1 | New |
| IMA Wealth, Inc. | 2 | $551 | 0.00% | +2 | New |
| Smallwood Wealth Investment Management, LLC | 2 | $551 | 0.00% | +2 | New |
| Beaird Harris Wealth Management, LLC | 2 | $579 | 0.00% | +2 | New |
| Lummis Asset Management, LP | 3 | $827 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 3 | $827 | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Horizon Financial Services, LLC | 4 | $1.10K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 4 | $1.10K | 0.00% | +4 | New |
| 1620 Investment Advisors, Inc. | 4 | $1.28K | 0.00% | −1−20.0% | Reduced |
| Byrne Asset Management LLC | 5 | $1.38K | 0.00% | −25−83.3% | Reduced |
| HFM Investment Advisors, LLC | 5 | $1.38K | 0.00% | +3+150.0% | Added |
| Wolff Wiese Magana LLC | 5 | $1.38K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 6 | $1.65K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 6 | $1.66K | 0.00% | +6 | New |
| PayPay Securities Corp | 7 | $1.93K | 0.09% | +1+16.7% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 8 | $2.20K | 0.00% | +4+100.0% | Added |
| Tradewinds Capital Management, LLC | 8 | $2.21K | 0.00% | −27−77.1% | Reduced |
| SJS Investment Consulting Inc. | 8 | $2.21K | 0.00% | −6−42.9% | Reduced |
| WestEnd Advisors, LLC | 8 | $2.21K | 0.00% | −3−27.3% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 8 | $2.21K | 0.00% | −2−20.0% | Reduced |
| NVWM, LLC | 8 | $2.21K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 8 | $2.21K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 8 | $2.21K | 0.00% | +5+166.7% | Added |
| Stephens Consulting, LLC | 8 | $2.21K | 0.00% | +8 | New |
| Global Wealth Strategies & Associates | 8 | $2.21K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 9 | $2.48K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 9 | $2.48K | 0.00% | +9 | New |
| Maseco LLP | 9 | $2.49K | 0.00% | +9 | New |
| Winnow Wealth LLC | 10 | $2.76K | 0.00% | −4,235−99.8% | Reduced |
| Accordant Advisory Group Inc | 10 | $2.76K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 10 | $2.76K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 10 | $2.76K | 0.00% | +10 | New |
| HHM Wealth Advisors, LLC | 11 | $3.03K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 11 | $3.03K | 0.00% | +8+266.7% | Added |
| Rialto Wealth Management, LLC | 11 | $3.03K | 0.00% | +9+450.0% | Added |
| Medallion Wealth Advisors, LLC | 12 | $3.31K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 12 | $3.31K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 12 | $3.31K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 12 | $3.31K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 13 | $3.58K | 0.00% | +7+116.7% | Added |
| BFSG, LLC | 13 | $3.58K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 14 | $3.86K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 15 | $4.13K | 0.00% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 16 | $4.41K | 0.00% | +16 | New |
| IMG Wealth Management, Inc. | 16 | $4.41K | 0.00% | +16 | New |
| Principia Wealth Advisory, LLC | 17 | $4.69K | 0.00% | +4+30.8% | Added |
| Tortoise Investment Management, LLC | 17 | $4.69K | 0.00% | +17 | New |
| Ryan Investment Management, Inc. | 17 | $4.69K | 0.00% | +17 | New |
| 1 North Wealth Services LLC | 18 | $4.96K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 18 | $4.96K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 18 | $4.98K | 0.00% | +12+200.0% | Added |
| Capital Analysts, LLC | 18 | $5.00K | 0.00% | −43−70.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 19 | $5.24K | 0.00% | −125−86.8% | Reduced |
| Riggs Asset Managment Co. Inc. | 19 | $5.24K | 0.00% | +17+850.0% | Added |
| Concord Wealth Partners | 20 | $5.51K | 0.00% | −19−48.7% | Reduced |
| Minot DeBlois Advisors LLC | 20 | $5.51K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 20 | $5.51K | 0.00% | +18+900.0% | Added |
| VSM Wealth Advisory, LLC | 21 | $5.79K | 0.00% | +21 | New |
| DiNuzzo Private Wealth, Inc. | 21 | $5.79K | 0.00% | −1−4.5% | Reduced |
| Adirondack Trust Co | 23 | $6.34K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 23 | $6.34K | 0.01% | +6+35.3% | Added |
| Hughes Financial Services, LLC | 24 | $6.75K | 0.00% | −4−14.3% | Reduced |
| ZRC Wealth Management, LLC | 25 | $6.89K | 0.00% | 00.0% | Unchanged |
| Raelipskie Partnership | 25 | $6.89K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 26 | $7.17K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 26 | $7.17K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 27 | $7.44K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 27 | $7.54K | 0.00% | +3+12.5% | Added |
| Stuart Chaussee & Associates, Inc. | 28 | $7.72K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 28 | $7.72K | 0.01% | +24+600.0% | Added |
| Total Investment Management Inc | 28 | $7.72K | 0.00% | +28 | New |
| Addison Advisors LLC | 28 | $7.72K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 28 | $7.72K | 0.00% | +28 | New |
| Caldwell Sutter Capital, Inc. | 29 | $7.99K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 29 | $7.99K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 30 | $8.27K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 31 | $8.54K | 0.01% | +31 | New |
| Kilter Group LLC | 33 | $9.10K | 0.00% | +33 | New |
| Atwood & Palmer Inc | 35 | $9.65K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 35 | $9.65K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 36 | $9.90K | 0.00% | −33−47.8% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 37 | $10.0K | 0.00% | −30−44.8% | Reduced |
| SOA Wealth Advisors, LLC. | 36 | $10.0K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 37 | $10.2K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 37 | $10.2K | 0.00% | +13+54.2% | Added |
| Legacy Investment Solutions, LLC | 37 | $10.2K | 0.01% | +37 | New |
| S&T Bank | 38 | $10.5K | 0.00% | +38 | New |
| Anfield Capital Management, LLC | 38 | $10.5K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 38 | $10.5K | 0.00% | +38 | New |
| Abound Wealth Management | 38 | $10.6K | 0.00% | −1−2.6% | Reduced |
| Dunhill Financial, LLC | 42 | $11.7K | 0.00% | −1−2.3% | Reduced |
| Caldwell Trust Co | 43 | $11.9K | 0.00% | −27−38.6% | Reduced |
| Financial Management Professionals, Inc. | 44 | $12.1K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 44 | $12.1K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 47 | $13.0K | 0.00% | +42+840.0% | Added |
| Park Place Capital Corp | 48 | $13.2K | 0.00% | +36+300.0% | Added |
| Access Investment Management LLC | 48 | $13.2K | 0.00% | +48 | New |
| Cetera Trust Company, N.A | 49 | $13.5K | 0.01% | 00.0% | Unchanged |