| Centerpoint Advisors, LLC | 4 | $0 | 0.00% | +4 | New |
| Kozak & Associates, Inc. | 0 | $48 | 0.00% | −44−100.0% | Reduced |
| IMA Wealth, Inc. | 1 | $120 | 0.00% | +1 | New |
| Crewe Advisors LLC | 2 | $240 | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 2 | $282 | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 5 | $598 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 5 | $599 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 5 | $606 | 0.00% | +5 | New |
| Iron Horse Wealth Management, LLC | 8 | $957 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 10 | $1.00K | 0.00% | −3,068−99.7% | Reduced |
| TSFG, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ball & Co Wealth Management Inc. | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 9 | $1.08K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 9 | $1.08K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 10 | $1.20K | 0.06% | −11−52.4% | Reduced |
| Estabrook Capital Management | 10 | $1.20K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 10 | $1.20K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 10 | $1.20K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 10 | $1.20K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 11 | $1.32K | 0.00% | −10−47.6% | Reduced |
| Principia Wealth Advisory, LLC | 12 | $1.44K | 0.00% | +4+50.0% | Added |
| IMG Wealth Management, Inc. | 12 | $1.44K | 0.00% | +12 | New |
| Family Legacy Financial Solutions, LLC | 13 | $1.55K | 0.00% | +13 | New |
| SJS Investment Consulting Inc. | 13 | $1.55K | 0.00% | −37−74.0% | Reduced |
| Copia Wealth Management | 13 | $1.55K | 0.00% | +13 | New |
| Raffa Wealth Management, LLC | 14 | $1.68K | 0.00% | −23−62.2% | Reduced |
| Cape Investment Advisory, Inc. | 14 | $1.68K | 0.00% | +3+27.3% | Added |
| Trifecta Capital Advisors, LLC | 16 | $1.91K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 17 | $2.03K | 0.00% | +17 | New |
| Hughes Financial Services, LLC | 18 | $2.10K | 0.00% | −8−30.8% | Reduced |
| Aspect Partners, LLC | 18 | $2.15K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 19 | $2.27K | 0.00% | +5+35.7% | Added |
| New Millennium Group LLC | 19 | $2.27K | 0.00% | −41−68.3% | Reduced |
| Horizon Financial Services, LLC | 19 | $2.27K | 0.00% | +2+11.8% | Added |
| HFM Investment Advisors, LLC | 19 | $2.27K | 0.00% | +11+137.5% | Added |
| Atticus Wealth Management, LLC | 19 | $2.27K | 0.00% | +19 | New |
| Evolution Wealth Management Inc. | 20 | $2.39K | 0.00% | +20 | New |
| Glen Eagle Advisors, LLC | 21 | $2.52K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 21 | $2.57K | 0.00% | −97−82.2% | Reduced |
| Stephens Consulting, LLC | 22 | $2.63K | 0.00% | +22 | New |
| Addison Advisors LLC | 23 | $2.75K | 0.00% | −26−53.1% | Reduced |
| Quarry LP | 25 | $2.99K | 0.00% | −375−93.8% | Reduced |
| Cherry Tree Wealth Management, LLC | 25 | $2.99K | 0.00% | −11−30.6% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 25 | $2.99K | 0.00% | +9+56.3% | Added |
| Kilter Group LLC | 25 | $2.99K | 0.00% | +25 | New |
| Oakworth Capital, Inc. | 26 | $3.11K | 0.00% | −426−94.2% | Reduced |
| Rialto Wealth Management, LLC | 27 | $3.23K | 0.00% | +27 | New |
| Hollencrest Capital Management | 30 | $3.59K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 30 | $3.59K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 32 | $3.85K | 0.00% | −144−81.8% | Reduced |
| Glass Jacobson Investment Advisors llc | 34 | $4.07K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 35 | $4.19K | 0.00% | +35 | New |
| WealthCollab, LLC | 35 | $4.19K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 35 | $4.26K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 35 | $4.54K | 0.00% | +35 | New |
| Private Wealth Management Group, LLC | 38 | $4.55K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 39 | $4.67K | 0.01% | +39 | New |
| Total Investment Management Inc | 40 | $4.73K | 0.00% | +40 | New |
| Tortoise Investment Management, LLC | 41 | $4.90K | 0.00% | +20+95.2% | Added |
| GHP Investment Advisors, Inc. | 41 | $4.91K | 0.00% | −100−70.9% | Reduced |
| Pacifica Partners Inc. | 41 | $4.95K | 0.00% | +41 | New |
| Highline Wealth Partners LLC | 41 | $4.96K | 0.00% | −65−61.3% | Reduced |
| Byrne Asset Management LLC | 42 | $5.02K | 0.00% | +2+5.0% | Added |
| Dogwood Wealth Management LLC | 41 | $5.08K | 0.00% | +34+485.7% | Added |
| True Wealth Design, LLC | 44 | $5.21K | 0.00% | −50−53.2% | Reduced |
| Kestra Investment Management, LLC | 41 | $5.26K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 45 | $5.38K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 48 | $5.74K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 48 | $5.74K | 0.00% | +43+860.0% | Added |
| DiNuzzo Private Wealth, Inc. | 49 | $5.86K | 0.00% | −5−9.3% | Reduced |
| TFC Financial Management | 49 | $5.86K | 0.00% | +4+8.9% | Added |
| Costello Asset Management, INC | 50 | $5.98K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 50 | $5.98K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 51 | $6.10K | 0.00% | +17+50.0% | Added |
| Adirondack Trust Co | 52 | $6.22K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 52 | $6.22K | 0.01% | +32+160.0% | Added |
| Investors Research Corp | 54 | $6.46K | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 57 | $6.82K | 0.02% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 58 | $6.94K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 61 | $7.30K | 0.00% | −19−23.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 64 | $7.75K | 0.00% | +1+1.6% | Added |
| West Branch Capital LLC | 66 | $7.89K | 0.00% | +66 | New |
| Cetera Trust Company, N.A | 67 | $8.01K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 71 | $8.49K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 72 | $8.61K | 0.00% | −2−2.7% | Reduced |
| Abound Wealth Management | 72 | $8.64K | 0.00% | −15−17.2% | Reduced |
| CNB Bank | 77 | $9.21K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 79 | $9.50K | 0.01% | −180−69.5% | Reduced |
| Park Square Financial Group, LLC | 85 | $10.2K | 0.01% | +20+30.8% | Added |
| Cornerstone Planning Group LLC | 88 | $10.4K | 0.00% | −7−7.4% | Reduced |
| Compass Planning Associates Inc | 88 | $10.5K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 89 | $10.6K | 0.00% | −93−51.1% | Reduced |
| Whipplewood Advisors, LLC | 95 | $11.4K | 0.01% | +93+4,650.0% | Added |
| Rakuten Securities, Inc. | 96 | $11.5K | 0.00% | −5−5.0% | Reduced |
| Archer Investment Corp | 97 | $11.6K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 98 | $11.7K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 101 | $12.1K | 0.00% | +1+1.0% | Added |