| Ball & Co Wealth Management Inc. | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 2 | $0 | 0.00% | +2 | New |
| Avalon Trust Co | 1 | $45 | 0.00% | +1 | New |
| High Note Wealth, LLC | 2 | $126 | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 3 | $189 | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 4 | $252 | 0.00% | +4 | New |
| Chesapeake Asset Management LLC | 5 | $314 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 5 | $314 | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 5 | $315 | 0.00% | +5 | New |
| MPWM Advisory Solutions, LLC | 6 | $378 | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 7 | $441 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 8 | $504 | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 9 | $561 | 0.00% | +9 | New |
| Dogwood Wealth Management LLC | 9 | $566 | 0.00% | +9 | New |
| HFM Investment Advisors, LLC | 9 | $567 | 0.00% | +9 | New |
| Wolff Wiese Magana LLC | 10 | $630 | 0.00% | −8−44.4% | Reduced |
| Horizon Financial Services, LLC | 13 | $818 | 0.00% | −5−27.8% | Reduced |
| C M Bidwell & Associates Ltd | 14 | $881 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 14 | $882 | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 16 | $975 | 0.00% | 00.0% | Unchanged |
| BNP Paribas | 1 | $995 | 0.00% | −16−94.1% | Reduced |
| Bay Harbor Wealth Management, LLC | 17 | $1.07K | 0.00% | +17 | New |
| Quest 10 Wealth Builders, Inc. | 19 | $1.20K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 19 | $1.20K | 0.00% | +5+35.7% | Added |
| Winnow Wealth LLC | 20 | $1.24K | 0.00% | +6+42.9% | Added |
| Rakuten Securities, Inc. | 20 | $1.26K | 0.00% | +15+300.0% | Added |
| Bellevue Asset Management, LLC | 25 | $1.57K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 25 | $1.57K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 27 | $1.70K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 31 | $1.98K | 0.00% | −14−31.1% | Reduced |
| First PREMIER Bank | 37 | $2.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 32 | $2.01K | 0.03% | +32 | New |
| Rogco, LP | 32 | $2.01K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 32 | $2.08K | 0.00% | −1−3.0% | Reduced |
| Clean Yield Group | 33 | $2.08K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 33 | $2.08K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 33 | $2.08K | 0.00% | +33 | New |
| Clark Wealth Partners | 34 | $2.14K | 0.00% | −2−5.6% | Reduced |
| Insight Financial Services | 37 | $2.33K | 0.00% | +37 | New |
| Paladin Advisory Group, LLC | 41 | $2.58K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 42 | $2.64K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 42 | $2.64K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 42 | $2.64K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 43 | $2.71K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 45 | $2.83K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 45 | $2.83K | 0.00% | +20+80.0% | Added |
| Penserra Capital Management LLC | 57 | $3.00K | 0.00% | −1,741−96.8% | Reduced |
| Rossby Financial, LCC | 49 | $3.01K | 0.00% | +49 | New |
| TD Capital Management LLC | 50 | $3.16K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 58 | $3.65K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 59 | $3.71K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 61 | $3.84K | 0.00% | +61 | New |
| South Plains Financial, Inc. | 63 | $3.96K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 63 | $3.96K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 64 | $4.03K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 65 | $4.09K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 66 | $4.15K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 66 | $4.15K | 0.00% | +66 | New |
| Global Wealth Strategies & Associates | 70 | $4.41K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 70 | $4.43K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 74 | $4.66K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 75 | $4.75K | 0.01% | −464−86.1% | Reduced |
| Semmax Financial Advisors Inc. | 71 | $4.83K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 79 | $4.97K | 0.00% | −2−2.5% | Reduced |
| Resources Management Corp | 85 | $5.00K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 87 | $5.00K | 0.00% | +76+690.9% | Added |
| Ogorek Anthony Joseph | 95 | $5.00K | 0.00% | +95 | New |
| Promus Capital, LLC | 81 | $5.09K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 82 | $5.16K | 0.00% | +35+74.5% | Added |
| Cheviot Value Management, LLC | 85 | $5.30K | 0.00% | +85 | New |
| Islay Capital Management, LLC | 85 | $5.35K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 85 | $5.35K | 0.00% | +85 | New |
| Principia Wealth Advisory, LLC | 92 | $5.39K | 0.01% | +11+13.6% | Added |
| Abound Wealth Management | 90 | $5.66K | 0.00% | −40−30.8% | Reduced |
| Heritage Wealth Advisors | 91 | $5.73K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 93 | $5.85K | 0.00% | +27+40.9% | Added |
| Morse Asset Management, Inc | 100 | $6.29K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 102 | $6.42K | 0.00% | −43−29.7% | Reduced |
| Raleigh Capital Management Inc. | 102 | $6.42K | 0.00% | −100−49.5% | Reduced |
| Tortoise Investment Management, LLC | 106 | $6.67K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 107 | $6.72K | 0.00% | +107 | New |
| True Wealth Design, LLC | 107 | $6.76K | 0.00% | +66+161.0% | Added |
| CBIZ Investment Advisory Services, LLC | 109 | $6.86K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 116 | $7.00K | 0.00% | +116 | New |
| Archer Investment Corp | 113 | $7.11K | 0.00% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 114 | $7.20K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 122 | $7.68K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 127 | $7.99K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 129 | $8.12K | 0.00% | +4+3.2% | Added |
| HighMark Wealth Management LLC | 131 | $8.24K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 136 | $8.56K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 136 | $8.62K | 0.00% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 142 | $8.94K | 0.01% | +142 | New |
| Salomon & Ludwin, LLC | 143 | $9.00K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 143 | $9.03K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 144 | $9.06K | 0.00% | +144 | New |
| TruNorth Capital Management, LLC | 148 | $9.31K | 0.00% | −10−6.3% | Reduced |
| Ruedi Wealth Management, Inc. | 148 | $9.31K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 148 | $9.31K | 0.00% | +11+8.0% | Added |