| Navigoe, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1 | $292 | 0.00% | +1 | New |
| VSM Wealth Advisory, LLC | 1 | $307 | 0.00% | +1 | New |
| Quest 10 Wealth Builders, Inc. | 1 | $353 | 0.00% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 2 | $583 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 2 | $583 | 0.00% | +2 | New |
| YANKCOM Partnership | 2 | $584 | 0.00% | +2 | New |
| Breakwater Investment Management | 3 | $875 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Designers | 4 | $1.17K | 0.00% | +4 | New |
| HFM Investment Advisors, LLC | 5 | $1.46K | 0.00% | +2+66.7% | Added |
| Tidemark, LLC | 5 | $1.46K | 0.00% | +5 | New |
| Quaker Wealth Management, LLC | 5 | $1.46K | 0.00% | +5 | New |
| Raffa Wealth Management, LLC | 6 | $1.75K | 0.00% | −11−64.7% | Reduced |
| Wolff Wiese Magana LLC | 6 | $1.75K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 6 | $1.75K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 6 | $1.75K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 8 | $2.33K | 0.00% | +5+166.7% | Added |
| First Pacific Financial | 8 | $2.33K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 9 | $2.34K | 0.00% | +1+12.5% | Added |
| TFC Financial Management | 9 | $2.63K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 9 | $2.63K | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 9 | $2.63K | 0.00% | +9 | New |
| Sawyer & Company, Inc | 8 | $2.83K | 0.00% | +8 | New |
| Fortis Group Advisors, LLC | 10 | $2.92K | 0.00% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 10 | $2.92K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 10 | $2.92K | 0.00% | +3+42.9% | Added |
| Burkett Financial Services, LLC | 10 | $2.95K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 10 | $2.96K | 0.00% | −34−77.3% | Reduced |
| Centerpoint Advisors, LLC | 11 | $3.00K | 0.00% | +11 | New |
| Moser Wealth Advisors, LLC | 11 | $3.21K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 11 | $3.21K | 0.00% | +11 | New |
| Stephens Consulting, LLC | 12 | $3.50K | 0.00% | +5+71.4% | Added |
| Hilltop National Bank | 12 | $3.50K | 0.00% | +12 | New |
| Painted Porch Advisors LLC | 12 | $3.52K | 0.00% | +12 | New |
| Dogwood Wealth Management LLC | 12 | $3.56K | 0.00% | +3+33.3% | Added |
| SWAN Capital LLC | 14 | $4.08K | 0.00% | +2+16.7% | Added |
| Valued Wealth Advisors LLC | 14 | $4.12K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 14 | $4.15K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 15 | $4.38K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 16 | $4.67K | 0.00% | −995−98.4% | Reduced |
| Delos Wealth Advisors, LLC | 16 | $4.67K | 0.00% | +16 | New |
| Evolution Wealth Management Inc. | 17 | $4.96K | 0.01% | +17 | New |
| Moisand Fitzgerald Tamayo, LLC | 17 | $4.96K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 18 | $5.25K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 18 | $5.25K | 0.00% | +18 | New |
| Vision Financial Markets LLC | 19 | $5.34K | 0.01% | +1+5.6% | Added |
| Montag A & Associates Inc | 19 | $5.49K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 19 | $5.54K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 19 | $5.54K | 0.00% | +1+5.6% | Added |
| DecisionPoint Financial, LLC | 19 | $5.71K | 0.00% | +1+5.6% | Added |
| New Millennium Group LLC | 20 | $5.83K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 20 | $5.83K | 0.00% | +20 | New |
| MRP Capital Investments, LLC | 20 | $5.83K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 21 | $6.13K | 0.00% | +20+2,000.0% | Added |
| Aventus Investment Advisors, Inc. | 21 | $6.13K | 0.01% | +21 | New |
| Hughes Financial Services, LLC | 20 | $6.30K | 0.00% | +2+11.1% | Added |
| Rossby Financial, LCC | 23 | $6.71K | 0.00% | +8+53.3% | Added |
| Kilter Group LLC | 23 | $6.71K | 0.00% | +23 | New |
| Old Point Trust & Financial Services N A | 25 | $7.29K | 0.00% | −62−71.3% | Reduced |
| FSA Wealth Management LLC | 25 | $7.29K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 26 | $7.58K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 26 | $7.58K | 0.01% | +20+333.3% | Added |
| Duncker Streett & Co Inc | 27 | $7.88K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 27 | $7.88K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 28 | $8.17K | 0.01% | +28 | New |
| Valley National Advisers Inc | 34 | $9.00K | 0.00% | +1+3.0% | Added |
| Keener Financial Planning LLC | 31 | $9.00K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 32 | $9.33K | 0.00% | +32 | New |
| Comprehensive Financial Planning, Inc. | 32 | $9.38K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 35 | $10.2K | 0.01% | +35 | New |
| McIlrath & Eck, LLC | 37 | $10.8K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 37 | $10.8K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 38 | $11.1K | 0.00% | 00.0% | Unchanged |
| GFG Capital, LLC | 38 | $11.1K | 0.00% | +38 | New |
| SOA Wealth Advisors, LLC. | 38 | $11.1K | 0.00% | 00.0% | Unchanged |
| Traub Capital Management LLC | 40 | $11.7K | 0.01% | +40 | New |
| Innovative Advisory Group, LLC | 40 | $11.7K | 0.01% | +40 | New |
| Kiker Wealth Management, LLC | 41 | $12.0K | 0.01% | +25+156.3% | Added |
| Bank & Trust Co | 42 | $12.3K | 0.01% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 44 | $12.8K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 45 | $13.1K | 0.00% | −22−32.8% | Reduced |
| Kennebec Savings Bank | 45 | $13.1K | 0.01% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 45 | $13.1K | 0.01% | +45 | New |
| Bellevue Asset Management, LLC | 47 | $13.7K | 0.01% | +25+113.6% | Added |
| Avion Wealth | 51 | $14.0K | 0.00% | +7+15.9% | Added |
| Cranbrook Wealth Management, LLC | 50 | $14.6K | 0.00% | −14−21.9% | Reduced |
| Financial Management Professionals, Inc. | 50 | $14.6K | 0.00% | +26+108.3% | Added |
| Howard Hughes Medical Institute | 54 | $15.8K | 0.01% | +54 | New |
| Eukles Asset Management | 55 | $16.0K | 0.01% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 56 | $16.3K | 0.01% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 56 | $16.5K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 58 | $16.9K | 0.01% | +13+28.9% | Added |
| Tacita Capital Inc | 60 | $17.5K | 0.01% | +60 | New |
| True Wealth Design, LLC | 61 | $17.7K | 0.01% | +33+117.9% | Added |
| PrairieView Partners, LLC | 63 | $18.0K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 63 | $18.4K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 63 | $18.4K | 0.01% | 00.0% | Unchanged |
| Copia Wealth Management | 63 | $18.4K | 0.02% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 63 | $18.4K | 0.01% | +4+6.8% | Added |