| Bellwether Advisors, LLC | 1 | $80 | 0.00% | −52−98.1% | Reduced |
| Eastern Bank | 1 | $80 | 0.00% | −30−96.8% | Reduced |
| Hollencrest Capital Management | 1 | $80 | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 1 | $80 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 1 | $80 | 0.00% | +1 | New |
| Caitong International Asset Management Co., Ltd | 2 | $161 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2 | $161 | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 3 | $242 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 3 | $242 | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 3 | $242 | 0.00% | +3 | New |
| Toth Financial Advisory Corp | 4 | $322 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 4 | $322 | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 4 | $322 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 4 | $322 | 0.00% | +4 | New |
| DecisionPoint Financial, LLC | 4 | $328 | 0.00% | +4 | New |
| Fairway Wealth LLC | 5 | $402 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 5 | $402 | 0.00% | +5 | New |
| Brown, Lisle/Cummings, Inc. | 6 | $482 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 6 | $483 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 6 | $483 | 0.00% | +6 | New |
| Strengthening Families & Communities, LLC | 7 | $563 | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 8 | $643 | 0.00% | −13−61.9% | Reduced |
| Parkworth Wealth Management, Inc. | 8 | $643 | 0.00% | +3+60.0% | Added |
| TD Waterhouse Canada Inc. | 9 | $736 | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 10 | $773 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $804 | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 10 | $804 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 10 | $804 | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 11 | $884 | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 12 | $965 | 0.05% | +4+50.0% | Added |
| Trifecta Capital Advisors, LLC | 12 | $965 | 0.00% | +12 | New |
| Capital Advisors, Ltd. LLC | 11 | $1.00K | 0.00% | −169−93.9% | Reduced |
| Tobam | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 13 | $1.05K | 0.00% | −12−48.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 14 | $1.13K | 0.00% | +6+75.0% | Added |
| UMA Financial Services, Inc. | 14 | $1.13K | 0.00% | +5+55.6% | Added |
| Creative Financial Designs Inc | 15 | $1.21K | 0.00% | +10+200.0% | Added |
| Stephens Consulting, LLC | 15 | $1.21K | 0.00% | +15 | New |
| Core Alternative Capital | 16 | $1.29K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 18 | $1.45K | 0.00% | −59−76.6% | Reduced |
| NVWM, LLC | 19 | $1.53K | 0.00% | −5−20.8% | Reduced |
| Solstein Capital, LLC | 19 | $1.53K | 0.00% | +19 | New |
| Salem Investment Counselors Inc | 20 | $1.61K | 0.00% | −18−47.4% | Reduced |
| Park Square Financial Group, LLC | 20 | $1.61K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 23 | $1.85K | 0.00% | +5+27.8% | Added |
| Evergreen Private Wealth LLC | 23 | $1.85K | 0.00% | +23 | New |
| TFC Financial Management | 23 | $1.85K | 0.00% | +2+9.5% | Added |
| Hughes Financial Services, LLC | 20 | $1.93K | 0.00% | −26−56.5% | Reduced |
| CKW Financial Group | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 25 | $2.01K | 0.00% | −20−44.4% | Reduced |
| Sierra Ocean, LLC | 26 | $2.09K | 0.00% | −11−29.7% | Reduced |
| Cape Investment Advisory, Inc. | 27 | $2.17K | 0.00% | −2−6.9% | Reduced |
| N.E.W. Advisory Services LLC | 30 | $2.41K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 31 | $2.49K | 0.00% | +31 | New |
| Activest Wealth Management | 32 | $2.57K | 0.00% | −5−13.5% | Reduced |
| Binnacle Investments Inc | 32 | $2.57K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 32 | $2.57K | 0.00% | +1+3.2% | Added |
| S&T Bank | 32 | $2.57K | 0.00% | +15+88.2% | Added |
| CBIZ Investment Advisory Services, LLC | 32 | $2.57K | 0.00% | +26+433.3% | Added |
| Highline Wealth Partners LLC | 33 | $2.65K | 0.00% | −89−73.0% | Reduced |
| Graney & King, LLC | 35 | $2.81K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 38 | $3.06K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 41 | $3.30K | 0.00% | +41 | New |
| CoreCap Advisors, LLC | 43 | $3.46K | 0.00% | −30−41.1% | Reduced |
| Bruce G. Allen Investments, LLC | 43 | $3.46K | 0.00% | +22+104.8% | Added |
| Salomon & Ludwin, LLC | 48 | $3.91K | 0.00% | +48 | New |
| Red Tortoise LLC | 50 | $4.02K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 50 | $4.02K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 50 | $4.02K | 0.00% | +50 | New |
| Fortitude Family Office, LLC | 54 | $4.34K | 0.00% | +43+390.9% | Added |
| True Wealth Design, LLC | 54 | $4.38K | 0.00% | +17+45.9% | Added |
| Bellevue Asset Management, LLC | 55 | $4.42K | 0.00% | −1−1.8% | Reduced |
| Sachetta, LLC | 60 | $4.82K | 0.00% | +2+3.4% | Added |
| Raffa Wealth Management, LLC | 61 | $4.90K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 61 | $4.90K | 0.00% | +11+22.0% | Added |
| DT Investment Partners, LLC | 62 | $4.99K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 64 | $5.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 70 | $5.00K | 0.00% | +56+400.0% | Added |
| Capital A Wealth Management, LLC | 63 | $5.51K | 0.06% | −3,952−98.4% | Reduced |
| Trust Co of Vermont | 75 | $6.03K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 76 | $6.11K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 80 | $6.43K | 0.00% | −8−9.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 80 | $6.43K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 80 | $6.43K | 0.00% | +6+8.1% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 82 | $6.59K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 82 | $6.59K | 0.00% | +5+6.5% | Added |
| Webster Bank, N. A. | 88 | $7.08K | 0.00% | +88 | New |
| Garde Capital, Inc. | 88 | $7.08K | 0.00% | −100−53.2% | Reduced |
| Dogwood Wealth Management LLC | 87 | $7.21K | 0.00% | +66+314.3% | Added |
| Howard Hughes Medical Institute | 91 | $7.32K | 0.00% | +91 | New |
| MTM Investment Management, LLC | 93 | $7.48K | 0.00% | +93 | New |
| Carolina Wealth Advisors, LLC | 98 | $7.88K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 99 | $7.96K | 0.00% | +26+35.6% | Added |
| Smithfield Trust Co | 90 | $8.00K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 100 | $8.04K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 100 | $8.04K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 100 | $8.04K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 102 | $8.20K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 103 | $8.28K | 0.00% | −12−10.4% | Reduced |
| Rational Advisors LLC | 108 | $8.68K | 0.00% | +108 | New |