| ROSS\JOHNSON & Associates LLC | 4 | $420 | 0.01% | +4 | New |
| Rossby Financial, LCC | 6 | $550 | 0.00% | +6 | New |
| Dogwood Wealth Management LLC | 6 | $630 | 0.00% | +6 | New |
| JCIC Asset Management Inc. | 9 | $945 | 0.00% | +9 | New |
| Eq Wealth Advisors, LLC | 9 | $945 | 0.00% | +9 | New |
| Kessler Investment Group, LLC | 11 | $1.16K | 0.00% | +11 | New |
| HFM Investment Advisors, LLC | 12 | $1.26K | 0.00% | +12 | New |
| Barnes Dennig Private Wealth Management LLC | 13 | $1.36K | 0.00% | +13 | New |
| Iron Horse Wealth Management, LLC | 15 | $1.57K | 0.00% | +15 | New |
| S&T Bank | 16 | $1.68K | 0.00% | +16 | New |
| Parvin Asset Management, LLC | 20 | $2.10K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 21 | $2.21K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 21 | $2.21K | 0.00% | +21 | New |
| Nalls Sherbakoff Group, LLC | 21 | $2.22K | 0.00% | +21 | New |
| Evelyn Partners Asset Management Ltd | 22 | $2.31K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 24 | $2.52K | 0.00% | −11−31.4% | Reduced |
| St. Johns Investment Management Company, LLC | 24 | $2.52K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 24 | $2.54K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 26 | $2.73K | 0.00% | 00.0% | Unchanged |
| Prudent Man Investment Management, Inc. | 28 | $2.78K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 29 | $3.04K | 0.00% | +29 | New |
| DAGCO, Inc. | 29 | $3.10K | 0.00% | +29 | New |
| Darwin Advisors, LLC | 34 | $3.37K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 32 | $3.46K | 0.20% | −4−11.1% | Reduced |
| Horizons Wealth Management | 33 | $3.47K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 35 | $3.68K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 37 | $3.89K | 0.00% | +37 | New |
| Ulland Investment Advisors, LLC | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 43 | $4.52K | 0.00% | −13−23.2% | Reduced |
| Vision Financial Markets LLC | 43 | $4.53K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 44 | $4.65K | 0.00% | −15−25.4% | Reduced |
| Reyes Financial Architecture, Inc. | 45 | $4.73K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 47 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 49 | $5.15K | 0.00% | +49 | New |
| TD Capital Management LLC | 49 | $5.18K | 0.00% | +30+157.9% | Added |
| Curio Wealth, LLC | 1 | $5.55K | 0.00% | +1 | New |
| Kathleen S. Wright Associates Inc. | 53 | $5.57K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 60 | $6.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 6,001 | $6.00K | 0.00% | +6,001 | New |
| MPWM Advisory Solutions, LLC | 58 | $6.09K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 62 | $6.33K | 0.00% | +1+1.6% | Added |
| CGC Financial Services, LLC | 61 | $6.41K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 64 | $6.72K | 0.00% | +42+190.9% | Added |
| Rogco, LP | 66 | $6.93K | 0.00% | −134−67.0% | Reduced |
| Bare Financial Services, Inc | 66 | $6.93K | 0.00% | +11+20.0% | Added |
| Copia Wealth Management | 70 | $7.35K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 71 | $7.46K | 0.00% | −14−16.5% | Reduced |
| Investment Research & Advisory Group, Inc. | 74 | $7.76K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 75 | $7.88K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 78 | $8.19K | 0.01% | +63+420.0% | Added |
| Carolina Wealth Advisors, LLC | 81 | $8.51K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 82 | $8.61K | 0.00% | −236−74.2% | Reduced |
| Rialto Wealth Management, LLC | 83 | $8.72K | 0.00% | +16+23.9% | Added |
| Maryland Capital Advisors Inc. | 85 | $8.93K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 91 | $9.56K | 0.00% | −200−68.7% | Reduced |
| Tidemark, LLC | 92 | $9.66K | 0.00% | −12−11.5% | Reduced |
| Activest Wealth Management | 93 | $9.73K | 0.00% | +31+50.0% | Added |
| Advantage Trust Co | 93 | $9.77K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 102 | $10.0K | 0.00% | −3,277−97.0% | Reduced |
| Frazier Financial Advisors, LLC | 97 | $10.1K | 0.01% | −153−61.2% | Reduced |
| SWAN Capital LLC | 98 | $10.3K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 100 | $10.5K | 0.01% | −331−76.8% | Reduced |
| Financial Freedom, LLC | 100 | $10.5K | 0.01% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 100 | $10.5K | 0.00% | +100 | New |
| Red Tortoise LLC | 102 | $10.7K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 104 | $10.9K | 0.01% | 00.0% | Unchanged |
| Abound Financial, LLC | 107 | $11.2K | 0.01% | +107 | New |
| Bellevue Asset Management, LLC | 107 | $11.3K | 0.01% | +1+0.9% | Added |
| Capital A Wealth Management, LLC | 110 | $11.5K | 0.01% | +1+0.9% | Added |
| High Note Wealth, LLC | 113 | $11.9K | 0.00% | −4−3.4% | Reduced |
| Asset Planning,Inc | 113 | $11.9K | 0.01% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 114 | $12.0K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 131 | $12.0K | 0.01% | −3−2.2% | Reduced |
| Christopher J. Hasenberg, Inc | 114 | $12.0K | 0.00% | +14+14.0% | Added |
| Clarity Asset Management, Inc. | 117 | $12.3K | 0.01% | +1+0.9% | Added |
| Anfield Capital Management, LLC | 117 | $12.3K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 118 | $12.4K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 146 | $12.6K | 0.00% | −25−14.6% | Reduced |
| Valued Wealth Advisors LLC | 120 | $12.6K | 0.01% | −101−45.7% | Reduced |
| Blue Bell Private Wealth Management, LLC | 121 | $12.7K | 0.00% | 00.0% | Unchanged |
| Graybill Bartz & Assoc Ltd | 121 | $12.7K | 0.00% | +121 | New |
| Lowe Wealth Advisors, LLC | 122 | $12.8K | 0.01% | 00.0% | Unchanged |
| JDM Financial Group LLC | 126 | $13.2K | 0.01% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 127 | $13.3K | 0.01% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 129 | $13.5K | 0.00% | +44+51.8% | Added |
| ZRC Wealth Management, LLC | 130 | $13.7K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 133 | $14.0K | 0.00% | −14−9.5% | Reduced |
| Bernard Wealth Management Corp. | 133 | $14.0K | 0.01% | +38+40.0% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 131 | $14.0K | 0.00% | +131 | New |
| Wealth Preservation Advisors, LLC | 136 | $14.3K | 0.01% | +136 | New |
| Financial Perspectives, Inc | 136 | $14.3K | 0.00% | 00.0% | Unchanged |
| Banque Transatlantique SA | 137 | $14.4K | 0.00% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 142 | $14.9K | 0.01% | 00.0% | Unchanged |
| ZynergyRetirementPlanningLLC | 152 | $15.1K | 0.01% | +152 | New |
| First Pacific Financial | 148 | $15.5K | 0.00% | +148 | New |
| Stephens Consulting, LLC | 150 | $15.8K | 0.00% | −67−30.9% | Reduced |
| Marshall Investment Management, LLC | 150 | $15.8K | 0.01% | −191−56.0% | Reduced |
| Robinson Value Management, Ltd. | 153 | $16.1K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 154 | $16.2K | 0.00% | +135+710.5% | Added |
| Hughes Financial Services, LLC | 157 | $16.5K | 0.00% | +157 | New |
