| PrairieView Partners, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 1 | $0 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 0 | $44 | 0.00% | 0 | Unchanged |
| Logan Capital Management Inc | 1 | $123 | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 2 | $245 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 2 | $245 | 0.00% | +2 | New |
| Activest Wealth Management | 3 | $368 | 0.00% | −90−96.8% | Reduced |
| HFM Investment Advisors, LLC | 3 | $368 | 0.00% | +2+200.0% | Added |
| WestEnd Advisors, LLC | 4 | $490 | 0.00% | −1−20.0% | Reduced |
| DecisionPoint Financial, LLC | 5 | $609 | 0.00% | +5 | New |
| LGT Financial Advisors LLC | 5 | $613 | 0.00% | −1,071−99.5% | Reduced |
| Cape Investment Advisory, Inc. | 5 | $613 | 0.00% | −43−89.6% | Reduced |
| 1 North Wealth Services LLC | 5 | $613 | 0.00% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 5 | $613 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 5 | $613 | 0.00% | +4+400.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 6 | $736 | 0.00% | +6 | New |
| Millstone Evans Group, LLC | 8 | $981 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 8 | $981 | 0.00% | +3+60.0% | Added |
| Bangor Savings Bank | 9 | $1.10K | 0.00% | −165−94.8% | Reduced |
| Transce3nd, LLC | 9 | $1.10K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 10 | $1.23K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $1.23K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 10 | $1.23K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 10 | $1.23K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 10 | $1.23K | 0.00% | +5+100.0% | Added |
| Quaker Wealth Management, LLC | 10 | $1.23K | 0.00% | +10 | New |
| PayPay Securities Corp | 11 | $1.35K | 0.07% | −6−35.3% | Reduced |
| WFA of San Diego, LLC | 11 | $1.35K | 0.00% | +11 | New |
| Principia Wealth Advisory, LLC | 12 | $1.47K | 0.00% | −31−72.1% | Reduced |
| Bay Harbor Wealth Management, LLC | 13 | $1.59K | 0.00% | −961−98.7% | Reduced |
| Private Wealth Management Group, LLC | 13 | $1.59K | 0.00% | +13 | New |
| Country Trust Bank | 14 | $1.72K | 0.00% | +14 | New |
| DT Investment Partners, LLC | 14 | $1.72K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 19 | $2.00K | 0.00% | −100−84.0% | Reduced |
| Roble, Belko & Company, Inc | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 17 | $2.08K | 0.00% | −100−85.5% | Reduced |
| Global Wealth Strategies & Associates | 17 | $2.08K | 0.00% | −46−73.0% | Reduced |
| Fortis Group Advisors, LLC | 18 | $2.21K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 18 | $2.21K | 0.00% | +11+157.1% | Added |
| Rossby Financial, LCC | 19 | $2.33K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 19 | $2.33K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 19 | $2.33K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 19 | $2.33K | 0.00% | +19 | New |
| Riggs Asset Managment Co. Inc. | 21 | $2.58K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 23 | $2.83K | 0.00% | +23 | New |
| United Community Bank | 24 | $2.94K | 0.00% | +24 | New |
| Centerpoint Advisors, LLC | 22 | $3.00K | 0.00% | −163−88.1% | Reduced |
| Capital Advisors, Ltd. LLC | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 25 | $3.06K | 0.00% | −50−66.7% | Reduced |
| Rogco, LP | 26 | $3.19K | 0.00% | +1+4.0% | Added |
| Sierra Ocean, LLC | 26 | $3.19K | 0.00% | +5+23.8% | Added |
| Caitong International Asset Management Co., Ltd | 27 | $3.31K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 28 | $3.43K | 0.00% | +28 | New |
| Pacifica Partners Inc. | 29 | $3.60K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 31 | $3.80K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 33 | $4.09K | 0.00% | −1−2.9% | Reduced |
| Wolff Wiese Magana LLC | 34 | $4.17K | 0.00% | +15+78.9% | Added |
| PFS Partners, LLC | 34 | $4.19K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 36 | $4.37K | 0.00% | +1+2.9% | Added |
| Highline Wealth Partners LLC | 37 | $4.54K | 0.00% | +3+8.8% | Added |
| FSA Wealth Management LLC | 39 | $4.78K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 39 | $4.78K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 39 | $4.78K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 39 | $5.00K | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 42 | $5.15K | 0.01% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 42 | $5.15K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 42 | $5.15K | 0.00% | +42 | New |
| Retirement Wealth Solutions LLC | 42 | $5.15K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 43 | $5.27K | 0.00% | +6+16.2% | Added |
| Clark Wealth Partners | 48 | $5.88K | 0.00% | +48 | New |
| Delta Asset Management LLC | 49 | $6.01K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 50 | $6.13K | 0.00% | −23−31.5% | Reduced |
| City State Bank | 50 | $6.13K | 0.00% | −3−5.7% | Reduced |
| WealthTrak Capital Management LLC | 50 | $6.13K | 0.01% | +25+100.0% | Added |
| Morton Brown Family Wealth, LLC | 50 | $6.13K | 0.00% | +50 | New |
| Total Investment Management Inc | 51 | $6.21K | 0.00% | +51 | New |
| Pineridge Advisors LLC | 54 | $6.58K | 0.00% | −24−30.8% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 76 | $6.93K | 0.00% | +76 | New |
| Raleigh Capital Management Inc. | 57 | $6.97K | 0.00% | −3,854−98.5% | Reduced |
| Richard W. Paul & Associates, LLC | 59 | $7.23K | 0.00% | −3,823−98.5% | Reduced |
| Flagship Wealth Advisors, LLC | 59 | $7.23K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 59 | $7.23K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 62 | $7.60K | 0.01% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 59 | $7.69K | 0.00% | +59 | New |
| Bare Financial Services, Inc | 65 | $7.97K | 0.00% | +65 | New |
| Kilter Group LLC | 65 | $7.97K | 0.00% | +65 | New |
| Howard Hughes Medical Institute | 67 | $8.21K | 0.00% | +67 | New |
| Bullock Wealth Management Group | 69 | $8.40K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 70 | $8.58K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 70 | $8.62K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 71 | $8.71K | 0.00% | 00.0% | Unchanged |
| General Partner, Inc. | 71 | $8.71K | 0.01% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 72 | $8.83K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 75 | $9.20K | 0.00% | −39−34.2% | Reduced |
| Insight Financial Services | 75 | $9.20K | 0.01% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 75 | $9.20K | 0.00% | +4+5.6% | Added |
| CBIZ Investment Advisory Services, LLC | 78 | $9.56K | 0.00% | +78 | New |
| Tompkins Financial Corp | 79 | $9.69K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 79 | $9.69K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 79 | $9.69K | 0.00% | 00.0% | Unchanged |