| Turning Point Benefit Group, Inc. | 1 | $37 | 0.00% | −2−66.7% | Reduced |
| Curio Wealth, LLC | 4 | $152 | 0.00% | +4 | New |
| Bruce G. Allen Investments, LLC | 5 | $185 | 0.00% | +5 | New |
| Quest 10 Wealth Builders, Inc. | 7 | $241 | 0.00% | −50−87.7% | Reduced |
| 1620 Investment Advisors, Inc. | 8 | $296 | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 9 | $333 | 0.00% | −2,283−99.6% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 9 | $347 | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 10 | $370 | 0.00% | +10 | New |
| Three Bearings Fiduciary Advisors, Inc. | 10 | $389 | 0.00% | +10 | New |
| Davis Capital Management | 11 | $407 | 0.00% | −2−15.4% | Reduced |
| Rialto Wealth Management, LLC | 13 | $481 | 0.00% | −28−68.3% | Reduced |
| WestEnd Advisors, LLC | 13 | $481 | 0.00% | −13−50.0% | Reduced |
| United Financial Planning Group LLC | 14 | $518 | 0.00% | +14 | New |
| Breakwater Investment Management | 15 | $555 | 0.00% | +15 | New |
| Chilton Capital Management LLC | 16 | $592 | 0.00% | +16 | New |
| Mascoma Wealth Management LLC | 18 | $666 | 0.00% | −32−64.0% | Reduced |
| Financial Consulate, Inc | 20 | $740 | 0.00% | +20 | New |
| Eastern Bank | 21 | $777 | 0.00% | +21 | New |
| Winnow Wealth LLC | 22 | $814 | 0.00% | −15−40.5% | Reduced |
| Financial Network Wealth Advisors LLC | 22 | $814 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 23 | $851 | 0.00% | +23 | New |
| Greykasell Wealth Strategies, Inc. | 26 | $962 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 30 | $1.00K | 0.00% | +30 | New |
| Quaker Wealth Management, LLC | 30 | $1.11K | 0.00% | +15+100.0% | Added |
| Strive Financial Group ,LLC | 30 | $1.11K | 0.00% | +30 | New |
| Bay Harbor Wealth Management, LLC | 31 | $1.15K | 0.00% | −2−6.1% | Reduced |
| Stephens Consulting, LLC | 33 | $1.22K | 0.00% | +33 | New |
| PayPay Securities Corp | 34 | $1.26K | 0.04% | +6+21.4% | Added |
| Tucker Asset Management LLC | 34 | $1.27K | 0.00% | +34 | New |
| Principia Wealth Advisory, LLC | 38 | $1.41K | 0.00% | −2−5.0% | Reduced |
| Morse Asset Management, Inc | 40 | $1.48K | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 40 | $1.48K | 0.00% | +40 | New |
| Cranbrook Wealth Management, LLC | 41 | $1.52K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 44 | $1.63K | 0.00% | −35−44.3% | Reduced |
| Quattro Advisors LLC | 44 | $1.63K | 0.00% | +44 | New |
| Olistico Wealth, LLC | 45 | $1.67K | 0.00% | +45 | New |
| TD Capital Management LLC | 46 | $1.70K | 0.00% | −198−81.1% | Reduced |
| Millstone Evans Group, LLC | 47 | $1.74K | 0.00% | +47 | New |
| Albion Financial Group | 50 | $1.85K | 0.00% | −141−73.8% | Reduced |
| Orion Capital Management LLC | 50 | $1.85K | 0.00% | −85−63.0% | Reduced |
| Minot DeBlois Advisors LLC | 50 | $1.85K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 50 | $1.85K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 50 | $1.85K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 50 | $1.85K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 50 | $1.85K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 50 | $1.85K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 50 | $1.85K | 0.00% | +50 | New |
| Advocate Investing Services LLC | 50 | $1.85K | 0.00% | +50 | New |
| Bayban | 50 | $1.85K | 0.00% | +50 | New |
| Imprint Wealth LLC | 52 | $1.92K | 0.01% | −128−71.1% | Reduced |
| Roble, Belko & Company, Inc | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 55 | $2.04K | 0.00% | −95−63.3% | Reduced |
| Vermillion Wealth Management, Inc. | 56 | $2.07K | 0.00% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 58 | $2.15K | 0.00% | +58 | New |
| Marquette Asset Management, LLC | 60 | $2.22K | 0.00% | −57−48.7% | Reduced |
| Kingdom Financial Group LLC. | 60 | $2.22K | 0.00% | +60 | New |
| China Universal Asset Management Co., Ltd. | 61 | $2.26K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 62 | $2.29K | 0.00% | −8−11.4% | Reduced |
| Clark Wealth Partners | 65 | $2.40K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 65 | $2.40K | 0.00% | +65 | New |
| Horizon Financial Services, LLC | 70 | $2.59K | 0.00% | −69−49.6% | Reduced |
| BFSG, LLC | 71 | $2.62K | 0.00% | −53,966−99.9% | Reduced |
| TFC Financial Management | 73 | $2.70K | 0.00% | +7+10.6% | Added |
| Glen Eagle Advisors, LLC | 76 | $2.81K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 78 | $2.89K | 0.00% | −95−54.9% | Reduced |
| Holos Integrated Wealth LLC | 77 | $2.89K | 0.00% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 80 | $2.96K | 0.00% | +80 | New |
| Security National Bank | 86 | $3.18K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 86 | $3.18K | 0.00% | +36+72.0% | Added |
| Optima Capital LLC | 86 | $3.18K | 0.00% | +86 | New |
| Luken Investment Analytics, LLC | 88 | $3.26K | 0.00% | +88 | New |
| Legacy Wealth Managment, LLC | 88 | $3.26K | 0.00% | +88 | New |
| Dunhill Financial, LLC | 93 | $3.43K | 0.00% | +10+12.0% | Added |
| Dogwood Wealth Management LLC | 97 | $3.59K | 0.00% | +93+2,325.0% | Added |
| Bryn Mawr Trust Co | 100 | $3.70K | 0.00% | −101−50.2% | Reduced |
| First United Bank Trust | 100 | $3.70K | 0.00% | −100−50.0% | Reduced |
| Hurley Capital, LLC | 100 | $3.70K | 0.00% | −5−4.8% | Reduced |
| Colonial Trust Advisors | 100 | $3.70K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 100 | $3.70K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 100 | $3.70K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 100 | $3.70K | 0.01% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 100 | $3.70K | 0.00% | +100 | New |
| First Command Advisory Services, Inc. | 100 | $3.70K | 0.00% | +100 | New |
| Jessup Wealth Management, Inc | 100 | $3.70K | 0.00% | +100 | New |
| Basepoint Wealth LLC | 100 | $3.70K | 0.00% | +100 | New |
| Nvest Wealth Strategies, Inc. | 100 | $3.70K | 0.00% | +100 | New |
| Webster Bank, N. A. | 103 | $3.81K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 100 | $4.00K | 0.00% | −2,125−95.5% | Reduced |
| Penserra Capital Management LLC | 111 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 100 | $4.04K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 119 | $4.40K | 0.00% | +69+138.0% | Added |
| Sachetta, LLC | 120 | $4.44K | 0.00% | +15+14.3% | Added |
| Retirement Wealth Solutions LLC | 128 | $4.74K | 0.00% | −397−75.6% | Reduced |
| Creative Financial Designs Inc | 128 | $4.74K | 0.00% | −137−51.7% | Reduced |
| IMA Wealth, Inc. | 129 | $4.77K | 0.00% | +29+29.0% | Added |
| United Community Bank | 133 | $4.92K | 0.00% | −2,977−95.7% | Reduced |
| Joseph Group Capital Management | 138 | $5.11K | 0.00% | +138 | New |
| Heritage Wealth Advisors | 140 | $5.18K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 141 | $5.22K | 0.00% | −312−68.9% | Reduced |
| American Capital Advisory, LLC | 141 | $5.22K | 0.00% | +6+4.4% | Added |