| Avion Wealth | 21 | $0 | 0.00% | −17−44.7% | Reduced |
| Eastern Bank | 1 | $40 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1 | $40 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 1 | $40 | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 1 | $40 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 1 | $40 | 0.00% | +1 | New |
| Rialto Wealth Management, LLC | 1 | $41 | 0.00% | −3−75.0% | Reduced |
| TFC Financial Management | 2 | $81 | 0.00% | −5−71.4% | Reduced |
| MidFirst Bank | 2 | $81 | 0.00% | +2 | New |
| 3 Factor Indexing, LLC | 2 | $81 | 0.00% | +2 | New |
| Lloyd Advisory Services, LLC. | 3 | $121 | 0.00% | −424−99.3% | Reduced |
| 1015 Capital Partners, LLC | 3 | $121 | 0.00% | −5−62.5% | Reduced |
| Kingdom Financial Group LLC. | 3 | $121 | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 3 | $122 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 4 | $161 | 0.00% | −1−20.0% | Reduced |
| DecisionPoint Financial, LLC | 4 | $162 | 0.00% | 00.0% | Unchanged |
| CDKV Holdings LLC | 4 | $162 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 5 | $198 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 5 | $201 | 0.00% | −24−82.8% | Reduced |
| United Community Bank | 5 | $202 | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 5 | $202 | 0.00% | +5 | New |
| TopTier Wealth Management, LLC | 5 | $202 | 0.00% | +5 | New |
| SHP Wealth Management | 6 | $242 | 0.00% | −12−66.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 6 | $242 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 7 | $282 | 0.00% | +7 | New |
| American Capital Advisory, LLC | 7 | $283 | 0.00% | −6−46.2% | Reduced |
| Global Trust Asset Management, LLC | 10 | $403 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 10 | $403 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 10 | $404 | 0.00% | −18−64.3% | Reduced |
| Marquette Asset Management, LLC | 11 | $444 | 0.00% | −59−84.3% | Reduced |
| Highline Wealth Partners LLC | 12 | $484 | 0.00% | −14−53.8% | Reduced |
| Hughes Financial Services, LLC | 12 | $484 | 0.00% | +8+200.0% | Added |
| Caitlin John, LLC | 12 | $484 | 0.00% | +12 | New |
| Rachor Investment Advisory Services, LLC | 12 | $485 | 0.00% | −17−58.6% | Reduced |
| Portus Wealth Advisors, LLC | 15 | $605 | 0.00% | +15 | New |
| SJS Investment Consulting Inc. | 17 | $686 | 0.00% | −95−84.8% | Reduced |
| Aspect Partners, LLC | 17 | $686 | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 18 | $726 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 20 | $807 | 0.00% | +20 | New |
| RWM Asset Management, LLC | 20 | $807 | 0.00% | +20 | New |
| Cassaday & Co Wealth Management LLC | 20 | $807 | 0.00% | +20 | New |
| Proathlete Wealth Management LLC | 21 | $847 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 21 | $847 | 0.00% | +15+250.0% | Added |
| Washington Trust Advisors, Inc. | 22 | $887 | 0.00% | −50−69.4% | Reduced |
| Fortitude Family Office, LLC | 22 | $887 | 0.00% | −25−53.2% | Reduced |
| PayPay Securities Corp | 23 | $921 | 0.03% | −1−4.2% | Reduced |
| CKW Financial Group | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 25 | $1.01K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 25 | $1.01K | 0.00% | +15+150.0% | Added |
| NBT Bank N A | 25 | $1.01K | 0.00% | +25 | New |
| Dunhill Financial, LLC | 25 | $1.01K | 0.00% | −3−10.7% | Reduced |
| NVWM, LLC | 27 | $1.09K | 0.00% | +5+22.7% | Added |
| Clark Wealth Partners | 27 | $1.09K | 0.00% | +24+800.0% | Added |
| Signature Equity Partners, LLC | 29 | $1.17K | 0.00% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 30 | $1.21K | 0.00% | −102−77.3% | Reduced |
| N.E.W. Advisory Services LLC | 30 | $1.21K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 30 | $1.21K | 0.00% | −88−74.6% | Reduced |
| CoreCap Advisors, LLC | 31 | $1.25K | 0.00% | +26+520.0% | Added |
| Bogart Wealth, LLC | 32 | $1.29K | 0.00% | −144−81.8% | Reduced |
| Keating Financial Advisory Services, Inc. | 35 | $1.41K | 0.00% | −66−65.3% | Reduced |
| Graney & King, LLC | 35 | $1.41K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 40 | $1.61K | 0.00% | +16+66.7% | Added |
| Country Trust Bank | 41 | $1.65K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 49 | $1.98K | 0.00% | +2+4.3% | Added |
| HM Payson & Co | 50 | $2.02K | 0.00% | −42−45.7% | Reduced |
| Valued Wealth Advisors LLC | 50 | $2.02K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 50 | $2.02K | 0.00% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 50 | $2.02K | 0.00% | +50 | New |
| Signature Resources Capital Management, LLC | 50 | $2.02K | 0.00% | +50 | New |
| Sachetta, LLC | 52 | $2.10K | 0.00% | +13+33.3% | Added |
| First Horizon Corp | 58 | $2.34K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 59 | $2.38K | 0.00% | +6+11.3% | Added |
| Bruce G. Allen Investments, LLC | 60 | $2.42K | 0.00% | +38+172.7% | Added |
| DT Investment Partners, LLC | 62 | $2.50K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 64 | $2.58K | 0.00% | +28+77.8% | Added |
| Pinnacle Bancorp, Inc. | 65 | $2.62K | 0.00% | +65 | New |
| Whipplewood Advisors, LLC | 65 | $2.62K | 0.00% | +65 | New |
| Intentional Wealth Strategies, LLC | 66 | $2.66K | 0.00% | +66 | New |
| Bell Investment Advisors, Inc | 69 | $2.78K | 0.00% | −12−14.8% | Reduced |
| TD Capital Management LLC | 73 | $2.94K | 0.00% | +73 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 64 | $3.00K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 77 | $3.11K | 0.00% | −32−29.4% | Reduced |
| Clayton Financial Group LLC | 77 | $3.11K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 82 | $3.31K | 0.00% | −56−40.6% | Reduced |
| Raffa Wealth Management, LLC | 82 | $3.31K | 0.00% | +1+1.2% | Added |
| Cromwell Holdings LLC | 84 | $3.39K | 0.00% | −871−91.2% | Reduced |
| MTM Investment Management, LLC | 93 | $3.75K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 94 | $3.79K | 0.00% | −320−77.3% | Reduced |
| Principia Wealth Advisory, LLC | 94 | $3.79K | 0.00% | +30+46.9% | Added |
| Kilter Group LLC | 94 | $3.79K | 0.00% | +60+176.5% | Added |
| Twin Peaks Wealth Advisors, LLC | 94 | $3.79K | 0.00% | +94 | New |
| Red Tortoise LLC | 98 | $3.95K | 0.00% | +48+96.0% | Added |
| Smithfield Trust Co | 90 | $4.00K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 100 | $4.03K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 100 | $4.03K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 100 | $4.03K | 0.00% | +100 | New |
| Aventura Private Wealth, LLC | 102 | $4.12K | 0.00% | −20−16.4% | Reduced |
| JPL Wealth Management, LLC | 104 | $4.20K | 0.00% | +104 | New |
| Financial Network Wealth Advisors LLC | 110 | $4.44K | 0.00% | −320−74.4% | Reduced |
| Arlington Trust Co LLC | 110 | $4.44K | 0.00% | 00.0% | Unchanged |