| PrairieView Partners, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 0 | $1 | 0.00% | 0 | Unchanged |
| Dunhill Financial, LLC | 0 | $33 | 0.00% | −96−100.0% | Reduced |
| Logan Capital Management Inc | 1 | $91 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $92 | 0.00% | −2−66.7% | Reduced |
| HFM Investment Advisors, LLC | 1 | $92 | 0.00% | +1 | New |
| Painted Porch Advisors LLC | 2 | $182 | 0.00% | −90−97.8% | Reduced |
| High Note Wealth, LLC | 2 | $182 | 0.00% | −12−85.7% | Reduced |
| Synergy Investment Management, LLC | 3 | $273 | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 3 | $288 | 0.00% | +3 | New |
| Perkins Coie Trust Co | 5 | $455 | 0.00% | +5 | New |
| REAP Financial Group, LLC | 5 | $456 | 0.00% | −65−92.9% | Reduced |
| North Ridge Wealth Advisors, Inc. | 5 | $456 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 5 | $456 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 5 | $456 | 0.00% | +4+400.0% | Added |
| Osterweis Capital Management Inc | 5 | $456 | 0.00% | +5 | New |
| 1 North Wealth Services LLC | 5 | $456 | 0.00% | +5 | New |
| Private Wealth Asset Management, LLC | 6 | $547 | 0.00% | +6 | New |
| Capital A Wealth Management, LLC | 7 | $638 | 0.00% | +7 | New |
| Binnacle Investments Inc | 7 | $638 | 0.00% | +7 | New |
| Winnow Wealth LLC | 8 | $665 | 0.00% | +3+60.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8 | $713 | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 8 | $729 | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 9 | $820 | 0.00% | −13−59.1% | Reduced |
| Winch Advisory Services, LLC | 10 | $912 | 0.00% | −42−80.8% | Reduced |
| Atwood & Palmer Inc | 10 | $912 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 11 | $912 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $912 | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 10 | $912 | 0.00% | +10 | New |
| Harvest Fund Management Co., Ltd | 16 | $1.00K | 0.00% | −458−96.6% | Reduced |
| McClarren Financial Advisors, Inc. | 91 | $1.00K | 0.00% | +91 | New |
| GF Fund Management Co. Ltd. | 11 | $1.00K | 0.00% | +11 | New |
| Spectrum Wealth Counsel, LLC | 12 | $1.09K | 0.00% | +12 | New |
| DT Investment Partners, LLC | 14 | $1.28K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 15 | $1.37K | 0.00% | −235−94.0% | Reduced |
| PayPay Securities Corp | 17 | $1.56K | 0.09% | −11−39.3% | Reduced |
| Fortis Group Advisors, LLC | 18 | $1.64K | 0.00% | −10−35.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 19 | $1.73K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 19 | $1.73K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 19 | $1.73K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 19 | $1.80K | 0.00% | +19 | New |
| Sierra Ocean, LLC | 21 | $1.91K | 0.00% | +12+133.3% | Added |
| Kiker Wealth Management, LLC | 21 | $1.91K | 0.00% | +21 | New |
| Riggs Asset Managment Co. Inc. | 21 | $1.92K | 0.00% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 22 | $1.98K | 0.00% | +22 | New |
| Capital Advisors, Ltd. LLC | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 23 | $2.10K | 0.00% | +23 | New |
| Global Financial Private Client, LLC | 24 | $2.19K | 0.00% | +3+14.3% | Added |
| Pacifica Partners Inc. | 29 | $2.24K | 0.00% | +9+45.0% | Added |
| Rogco, LP | 25 | $2.28K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 25 | $2.28K | 0.00% | +14+127.3% | Added |
| BFSG, LLC | 26 | $2.37K | 0.00% | +26 | New |
| Caitong International Asset Management Co., Ltd | 27 | $2.46K | 0.00% | −2,081−98.7% | Reduced |
| NBT Bank N A | 28 | $2.55K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 31 | $2.83K | 0.00% | +31 | New |
| New England Capital Financial Advisors LLC | 32 | $2.94K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 34 | $3.10K | 0.00% | +11+47.8% | Added |
| PFS Partners, LLC | 34 | $3.10K | 0.00% | +34 | New |
| DiNuzzo Private Wealth, Inc. | 34 | $3.13K | 0.00% | +1+3.0% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 35 | $3.23K | 0.00% | −1−2.8% | Reduced |
| Bruce G. Allen Investments, LLC | 37 | $3.37K | 0.00% | −40−51.9% | Reduced |
| Proffitt & Goodson Inc | 39 | $3.56K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 39 | $3.56K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 39 | $3.56K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 43 | $3.62K | 0.00% | +37+616.7% | Added |
| Dogwood Wealth Management LLC | 41 | $3.74K | 0.00% | +41 | New |
| Kennebec Savings Bank | 42 | $3.83K | 0.00% | +42 | New |
| Aventura Private Wealth, LLC | 42 | $3.83K | 0.00% | +42 | New |
| Retirement Wealth Solutions LLC | 42 | $3.83K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 43 | $3.92K | 0.00% | +43 | New |
| First PREMIER Bank | 39 | $4.00K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 44 | $4.01K | 0.00% | +44 | New |
| Cape Investment Advisory, Inc. | 48 | $4.38K | 0.00% | +3+6.7% | Added |
| Delta Asset Management LLC | 49 | $4.47K | 0.00% | 00.0% | Unchanged |
| City State Bank | 53 | $4.83K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 59 | $5.38K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 59 | $5.38K | 0.00% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 60 | $5.47K | 0.00% | −40−40.0% | Reduced |
| Stone House Investment Management, LLC | 60 | $5.47K | 0.00% | +60 | New |
| Nalls Sherbakoff Group, LLC | 62 | $5.65K | 0.00% | +62 | New |
| Global Wealth Strategies & Associates | 63 | $5.74K | 0.00% | +46+270.6% | Added |
| True Wealth Design, LLC | 66 | $5.98K | 0.00% | −168−71.8% | Reduced |
| City Holding Co | 68 | $6.20K | 0.00% | +68 | New |
| Novem Group | 68 | $6.20K | 0.00% | +68 | New |
| Bullock Wealth Management Group | 69 | $6.34K | 0.00% | −31−31.0% | Reduced |
| HighMark Wealth Management LLC | 70 | $6.38K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 70 | $6.41K | 0.01% | −10−12.5% | Reduced |
| Trifecta Capital Advisors, LLC | 71 | $6.47K | 0.00% | −404−85.1% | Reduced |
| Trust Co of Vermont | 71 | $6.47K | 0.00% | 00.0% | Unchanged |
| General Partner, Inc. | 71 | $6.47K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 72 | $6.56K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 73 | $6.65K | 0.00% | +23+46.0% | Added |
| Morse Asset Management, Inc | 75 | $6.84K | 0.00% | −33,457−99.8% | Reduced |
| Insight Financial Services | 75 | $6.84K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 61 | $7.00K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 78 | $7.07K | 0.00% | −11−12.4% | Reduced |
| Tompkins Financial Corp | 79 | $7.20K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 79 | $7.20K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 79 | $7.20K | 0.00% | 00.0% | Unchanged |