| Roble, Belko & Company, Inc | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 1 | $133 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 1 | $144 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 1 | $144 | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 2 | $261 | 0.00% | +2 | New |
| Pension & Wealth Management Advisors, Inc. | 2 | $287 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 2 | $287 | 0.00% | +2 | New |
| Halbert Hargrove Global Advisors, LLC | 2 | $349 | 0.00% | +2 | New |
| Caitong International Asset Management Co., Ltd | 3 | $430 | 0.00% | −64−95.5% | Reduced |
| Fairscale Capital, LLC | 3 | $430 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 3 | $430 | 0.00% | +3 | New |
| CBIZ Investment Advisory Services, LLC | 3 | $430 | 0.00% | +3 | New |
| Bridge Generations Wealth Management LLC | 3 | $430 | 0.00% | +3 | New |
| Cape Investment Advisory, Inc. | 4 | $573 | 0.00% | −1−20.0% | Reduced |
| Capital A Wealth Management, LLC | 4 | $573 | 0.00% | +2+100.0% | Added |
| Bare Financial Services, Inc | 4 | $573 | 0.00% | +4 | New |
| Binnacle Investments Inc | 4 | $573 | 0.00% | +4 | New |
| Kestra Investment Management, LLC | 4 | $574 | 0.00% | +4 | New |
| Brown, Lisle/Cummings, Inc. | 5 | $716 | 0.00% | +5 | New |
| Capital Advisors, Ltd. LLC | 10 | $1.00K | 0.00% | −1−9.1% | Reduced |
| Hantz Financial Services, Inc. | 5 | $1.00K | 0.00% | +5 | New |
| Greenline Partners, LLC | 7 | $1.00K | 0.00% | +7 | New |
| WealthTrak Capital Management LLC | 7 | $1.00K | 0.00% | +1+16.7% | Added |
| Winnow Wealth LLC | 8 | $1.04K | 0.00% | +3+60.0% | Added |
| Archer Investment Corp | 8 | $1.15K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 8 | $1.15K | 0.00% | +8 | New |
| Whipplewood Advisors, LLC | 5 | $1.29K | 0.00% | −22−81.5% | Reduced |
| Redwood Park Advisors LLC | 9 | $1.29K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 10 | $1.40K | 0.00% | +6+150.0% | Added |
| Murphy & Mullick Capital Management Corp | 10 | $1.43K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 10 | $1.43K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 11 | $1.58K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 11 | $1.58K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 11 | $1.60K | 0.00% | +3+37.5% | Added |
| Beacon Capital Management, LLC | 12 | $1.72K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 18 | $2.00K | 0.00% | +1+5.9% | Added |
| Aspect Partners, LLC | 15 | $2.15K | 0.00% | −7−31.8% | Reduced |
| Richard W. Paul & Associates, LLC | 15 | $2.15K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 15 | $2.22K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 16 | $2.29K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 16 | $2.29K | 0.00% | +16 | New |
| Clark Wealth Partners | 17 | $2.44K | 0.00% | −1−5.6% | Reduced |
| Trifecta Capital Advisors, LLC | 19 | $2.72K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 20 | $2.82K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 20 | $2.87K | 0.00% | −20−50.0% | Reduced |
| Penserra Capital Management LLC | 27 | $3.00K | 0.00% | −790−96.7% | Reduced |
| Raffa Wealth Management, LLC | 22 | $3.15K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 23 | $3.30K | 0.00% | −26−53.1% | Reduced |
| Global Financial Private Client, LLC | 26 | $3.73K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 27 | $3.87K | 0.00% | +27 | New |
| Carolinas Wealth Consulting LLC | 28 | $4.01K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 30 | $4.30K | 0.00% | +30 | New |
| MJT & Associates Financial Advisory Group, Inc. | 30 | $4.30K | 0.00% | +30 | New |
| Johnson Financial Group, Inc. | 33 | $4.73K | 0.00% | −9−21.4% | Reduced |
| Noble Wealth Management PBC | 36 | $5.16K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 38 | $5.45K | 0.00% | 00.0% | Unchanged |
| Atala Financial Inc | 38 | $5.45K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 40 | $5.73K | 0.00% | −17−29.8% | Reduced |
| Bangor Savings Bank | 40 | $5.73K | 0.00% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 41 | $5.87K | 0.00% | +41 | New |
| Frazier Financial Advisors, LLC | 44 | $6.30K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 45 | $6.45K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 45 | $6.45K | 0.00% | +40+800.0% | Added |
| Old Second National Bank of Aurora | 46 | $6.59K | 0.00% | −4−8.0% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 48 | $6.88K | 0.01% | −7−12.7% | Reduced |
| JFS Wealth Advisors, LLC | 48 | $6.88K | 0.00% | +9+23.1% | Added |
| Hemington Wealth Management | 51 | $7.00K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 50 | $7.15K | 0.00% | +1+2.0% | Added |
| ESL Trust Services, LLC | 50 | $7.17K | 0.00% | −50−50.0% | Reduced |
| Trivant Custom Portfolio Group, LLC | 50 | $7.17K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 50 | $7.17K | 0.00% | +50 | New |
| Rosenberg Matthew Hamilton | 51 | $7.31K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 55 | $7.88K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 55 | $7.88K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 59 | $8.00K | 0.00% | +59 | New |
| Painted Porch Advisors LLC | 56 | $8.06K | 0.00% | +11+24.4% | Added |
| Morse Asset Management, Inc | 58 | $8.31K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 58 | $8.31K | 0.00% | +24+70.6% | Added |
| Duncker Streett & Co Inc | 60 | $8.60K | 0.00% | +60 | New |
| Bank of Jackson Hole Trust | 55 | $8.60K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 61 | $8.74K | 0.00% | +25+69.4% | Added |
| Semmax Financial Advisors Inc. | 53 | $8.84K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 68 | $9.74K | 0.00% | −132−66.0% | Reduced |
| Mascoma Wealth Management LLC | 73 | $10.5K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 74 | $10.6K | 0.00% | +74 | New |
| NewSquare Capital LLC | 75 | $10.7K | 0.00% | +55+275.0% | Added |
| South State Corp. | 77 | $11.0K | 0.00% | +57+285.0% | Added |
| Perkins Coie Trust Co | 78 | $11.2K | 0.00% | +1+1.3% | Added |
| Richards, Merrill & Peterson, Inc. | 78 | $11.2K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 80 | $11.5K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 81 | $11.6K | 0.00% | +2+2.5% | Added |
| Harvest Fund Management Co., Ltd | 81 | $12.0K | 0.00% | −3,989−98.0% | Reduced |
| Stonebridge Financial Group, LLC | 85 | $12.2K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 86 | $12.6K | 0.00% | +86 | New |
| Sachetta, LLC | 88 | $12.6K | 0.01% | −4−4.3% | Reduced |
| North Capital, Inc. | 89 | $12.8K | 0.01% | +89 | New |
| Bell Investment Advisors, Inc | 90 | $12.9K | 0.00% | −4−4.3% | Reduced |
| Delta Asset Management LLC | 92 | $13.2K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 96 | $13.8K | 0.00% | 00.0% | Unchanged |
