| High Note Wealth, LLC | 1 | $96 | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 3 | $289 | 0.00% | +3 | New |
| Bridge Generations Wealth Management LLC | 4 | $386 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 5 | $481 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 5 | $482 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 5 | $482 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 5 | $482 | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 5 | $521 | 0.00% | +5 | New |
| HFM Investment Advisors, LLC | 7 | $674 | 0.00% | +7 | New |
| Continuum Advisory, LLC | 8 | $770 | 0.00% | −6−42.9% | Reduced |
| Bare Financial Services, Inc | 8 | $770 | 0.00% | +8 | New |
| NVWM, LLC | 9 | $866 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 9 | $866 | 0.00% | +1+12.5% | Added |
| Bay Harbor Wealth Management, LLC | 9 | $866 | 0.00% | +9 | New |
| Brown, Lisle/Cummings, Inc. | 10 | $963 | 0.00% | +10 | New |
| Osterweis Capital Management Inc | 10 | $963 | 0.00% | +10 | New |
| Greenline Partners, LLC | 10 | $963 | 0.00% | +10 | New |
| ORG Wealth Partners, LLC | 10 | $966 | 0.00% | +10 | New |
| Picton Mahoney Asset Management | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 11 | $1.06K | 0.00% | +11 | New |
| ROSS\JOHNSON & Associates LLC | 11 | $1.06K | 0.02% | +11 | New |
| Ruedi Wealth Management, Inc. | 12 | $1.16K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 12 | $1.16K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 13 | $1.25K | 0.00% | +13 | New |
| Riggs Asset Managment Co. Inc. | 14 | $1.35K | 0.00% | −3−17.6% | Reduced |
| Legacy Wealth Managment, LLC | 14 | $1.35K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 15 | $1.44K | 0.00% | −830−98.2% | Reduced |
| New Millennium Group LLC | 15 | $1.44K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 16 | $1.54K | 0.00% | +16 | New |
| Rialto Wealth Management, LLC | 16 | $1.54K | 0.00% | +16 | New |
| PayPay Securities Corp | 16 | $1.63K | 0.09% | −11−40.7% | Reduced |
| WestEnd Advisors, LLC | 19 | $1.83K | 0.00% | +15+375.0% | Added |
| Winnow Wealth LLC | 20 | $1.90K | 0.00% | +6+42.9% | Added |
| Indiana Trust & Investment Management CO | 20 | $1.93K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 20 | $1.93K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 21 | $2.02K | 0.00% | +21 | New |
| Clean Yield Group | 25 | $2.41K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 25 | $2.41K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 25 | $2.41K | 0.00% | 00.0% | Unchanged |
| Uniplan Investment Counsel, Inc. | 29 | $2.88K | 0.00% | +29 | New |
| Tortoise Investment Management, LLC | 30 | $2.89K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 30 | $2.89K | 0.00% | +30 | New |
| Vermillion Wealth Management, Inc. | 31 | $2.98K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 31 | $2.98K | 0.00% | +31 | New |
| WealthCollab, LLC | 33 | $3.18K | 0.00% | +30+1,000.0% | Added |
| Halbert Hargrove Global Advisors, LLC | 34 | $3.27K | 0.00% | +34 | New |
| Highline Wealth Partners LLC | 35 | $3.37K | 0.00% | +28+400.0% | Added |
| Concord Wealth Partners | 43 | $4.14K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 43 | $4.30K | 0.00% | +17+65.4% | Added |
| Cape Investment Advisory, Inc. | 46 | $4.43K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 48 | $4.62K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 49 | $4.72K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 50 | $4.81K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 128 | $4.81K | 0.00% | +90+236.8% | Added |
| Synergy Investment Management, LLC | 50 | $4.81K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 51 | $4.91K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 52 | $5.01K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 60 | $5.78K | 0.00% | +7+13.2% | Added |
| Princeton Global Asset Management LLC | 65 | $6.26K | 0.00% | −65−50.0% | Reduced |
| Carolina Wealth Advisors, LLC | 70 | $6.74K | 0.00% | +70 | New |
| Raffa Wealth Management, LLC | 75 | $7.22K | 0.00% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 75 | $7.22K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 75 | $7.22K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 75 | $7.22K | 0.00% | +75 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 80 | $7.70K | 0.02% | −11−12.1% | Reduced |
| Centennial Bank | 80 | $7.70K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 80 | $7.70K | 0.00% | +59+281.0% | Added |
| VSM Wealth Advisory, LLC | 80 | $7.70K | 0.00% | +80 | New |
| Avion Wealth | 95 | $8.00K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 88 | $8.47K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 90 | $8.66K | 0.01% | +12+15.4% | Added |
| Binnacle Investments Inc | 98 | $9.43K | 0.01% | +98 | New |
| Sachetta, LLC | 99 | $9.53K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 100 | $9.63K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 100 | $9.63K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 100 | $9.63K | 0.01% | +100 | New |
| Marshall & Sterling Wealth Advisors Inc. | 101 | $9.72K | 0.01% | +66+188.6% | Added |
| Atlas Capital Advisors LLC | 115 | $11.1K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 116 | $11.2K | 0.02% | +116 | New |
| Wolff Wiese Magana LLC | 121 | $11.6K | 0.01% | −5−4.0% | Reduced |
| Glen Eagle Advisors, LLC | 124 | $11.9K | 0.00% | +24+24.0% | Added |
| Bellevue Asset Management, LLC | 125 | $12.0K | 0.01% | 00.0% | Unchanged |
| Prudent Man Investment Management, Inc. | 129 | $12.2K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 127 | $12.2K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 130 | $12.5K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 133 | $12.9K | 0.00% | +94+241.0% | Added |
| Abound Wealth Management | 144 | $13.9K | 0.00% | −28−16.3% | Reduced |
| West Branch Capital LLC | 150 | $14.4K | 0.00% | +150 | New |
| DT Investment Partners, LLC | 157 | $15.1K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 159 | $15.3K | 0.01% | +159 | New |
| Hughes Financial Services, LLC | 169 | $16.3K | 0.00% | +169 | New |
| Prestige Wealth Management Group LLC | 176 | $16.9K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 180 | $17.3K | 0.01% | +130+260.0% | Added |
| Activest Wealth Management | 181 | $17.4K | 0.00% | +177+4,425.0% | Added |
| Fortitude Family Office, LLC | 182 | $17.5K | 0.01% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 187 | $18.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 200 | $19.3K | 0.01% | +100+100.0% | Added |
| CNB Bank | 204 | $19.6K | 0.01% | 00.0% | Unchanged |
| Motco | 220 | $21.2K | 0.00% | +220 | New |