| ROSS\JOHNSON & Associates LLC | 1 | $111 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 1 | $137 | 0.00% | −11−91.7% | Reduced |
| Bear Mountain Capital, Inc. | 2 | $248 | 0.00% | +2 | New |
| Chelsea Counsel Co | 4 | $444 | 0.00% | +4 | New |
| Breakwater Investment Management | 4 | $444 | 0.00% | +4 | New |
| High Note Wealth, LLC | 7 | $777 | 0.00% | +3+75.0% | Added |
| Davis Capital Management | 8 | $888 | 0.00% | +8 | New |
| Turning Point Benefit Group, Inc. | 8 | $889 | 0.00% | +8 | New |
| Coastline Trust Co | 10 | $1.11K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 10 | $1.11K | 0.00% | +2+25.0% | Added |
| Sofos Investments, Inc. | 10 | $1.11K | 0.00% | +10 | New |
| ESL Trust Services, LLC | 10 | $1.11K | 0.00% | +10 | New |
| J.Safra Asset Management Corp | 11 | $1.22K | 0.00% | +1+10.0% | Added |
| Pittenger & Anderson Inc | 11 | $1.22K | 0.00% | +11 | New |
| Decker Retirement Planning Inc. | 12 | $1.33K | 0.00% | −67−84.8% | Reduced |
| DAGCO, Inc. | 13 | $1.43K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 19 | $2.11K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 21 | $2.33K | 0.01% | 00.0% | Unchanged |
| PayPay Securities Corp | 24 | $2.61K | 0.09% | +3+14.3% | Added |
| Insight Financial Services | 24 | $2.70K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 25 | $2.77K | 0.00% | +25 | New |
| Alerus Financial NA | 29 | $3.22K | 0.00% | −418−93.5% | Reduced |
| Bullock Wealth Management Group | 29 | $3.25K | 0.00% | +29 | New |
| Atlantic Private Wealth, LLC | 29 | $3.25K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 31 | $3.44K | 0.00% | +31 | New |
| HFM Investment Advisors, LLC | 32 | $3.55K | 0.00% | −1−3.0% | Reduced |
| Anfield Capital Management, LLC | 36 | $4.00K | 0.00% | +4+12.5% | Added |
| WestEnd Advisors, LLC | 37 | $4.11K | 0.00% | −16−30.2% | Reduced |
| NVWM, LLC | 38 | $4.22K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 40 | $4.44K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 45 | $5.00K | 0.00% | −530−92.2% | Reduced |
| DecisionPoint Financial, LLC | 46 | $5.11K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 47 | $5.22K | 0.01% | −418−89.9% | Reduced |
| Legacy Wealth Managment, LLC | 47 | $5.22K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 49 | $5.43K | 0.00% | +22+81.5% | Added |
| Minot DeBlois Advisors LLC | 50 | $5.55K | 0.01% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 50 | $5.55K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 50 | $5.55K | 0.00% | +31+163.2% | Added |
| Pineridge Advisors LLC | 52 | $5.77K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 53 | $5.88K | 0.00% | +1+1.9% | Added |
| Robinswood Financial LLC | 54 | $5.99K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 56 | $6.00K | 0.00% | +56 | New |
| Rakuten Securities, Inc. | 58 | $6.44K | 0.00% | −413−87.7% | Reduced |
| Evolution Wealth Management Inc. | 59 | $6.60K | 0.01% | −37−38.5% | Reduced |
| USA Financial Portformulas Corp | 60 | $6.66K | 0.00% | −30,116−99.8% | Reduced |
| Principia Wealth Advisory, LLC | 66 | $7.33K | 0.01% | +6+10.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 68 | $7.55K | 0.01% | −486−87.7% | Reduced |
| Bay Harbor Wealth Management, LLC | 68 | $7.55K | 0.00% | +13+23.6% | Added |
| Redmont Wealth Advisors LLC | 73 | $8.10K | 0.01% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 74 | $8.19K | 0.01% | +1+1.4% | Added |
| Fairscale Capital, LLC | 74 | $8.21K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 75 | $8.32K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 77 | $8.55K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 78 | $8.66K | 0.00% | +35+81.4% | Added |
| Clean Yield Group | 84 | $9.32K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 87 | $9.62K | 0.01% | +1+1.2% | Added |
| Delta Asset Management LLC | 90 | $9.99K | 0.00% | −5−5.3% | Reduced |
| Boreal Capital Management LLC | 93 | $10.3K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 94 | $10.4K | 0.00% | +1+1.1% | Added |
| Bare Financial Services, Inc | 96 | $10.7K | 0.00% | +12+14.3% | Added |
| Hughes Financial Services, LLC | 93 | $11.0K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 102 | $11.0K | 0.00% | −1,266−92.5% | Reduced |
| Richard W. Paul & Associates, LLC | 100 | $11.1K | 0.00% | −35−25.9% | Reduced |
| Vermillion Wealth Management, Inc. | 100 | $11.1K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 100 | $11.1K | 0.00% | 00.0% | Unchanged |
| Inlight Wealth Management, LLC | 103 | $11.4K | 0.01% | +1+1.0% | Added |
| DiNuzzo Private Wealth, Inc. | 102 | $11.5K | 0.00% | −1−1.0% | Reduced |
| Retirement Wealth Solutions LLC | 106 | $11.7K | 0.01% | 00.0% | Unchanged |
| Strategic Advocates LLC | 106 | $11.8K | 0.00% | +106 | New |
| Prudent Man Investment Management, Inc. | 132 | $12.2K | 0.01% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 110 | $12.2K | 0.01% | +110 | New |
| Sagard Holdings Management Inc. | 111 | $12.3K | 0.06% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 113 | $12.5K | 0.02% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 100 | $12.6K | 0.02% | +100 | New |
| Center for Financial Planning, Inc. | 115 | $12.8K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 118 | $13.0K | 0.00% | +1+0.9% | Added |
| Cloud Capital Management, LLC | 124 | $13.0K | 0.01% | +124 | New |
| Vermillion & White Wealth Management Group, LLC | 119 | $13.2K | 0.01% | +49+70.0% | Added |
| WFA of San Diego, LLC | 120 | $13.3K | 0.01% | −30−20.0% | Reduced |
| Clark Wealth Partners | 112 | $13.7K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 127 | $14.1K | 0.00% | +22+21.0% | Added |
| Financial Consulate, Inc | 127 | $14.1K | 0.00% | +127 | New |
| Vision Financial Markets LLC | 130 | $14.4K | 0.01% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 130 | $14.4K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 134 | $14.9K | 0.01% | +17+14.5% | Added |
| City Holding Co | 135 | $15.0K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 135 | $15.0K | 0.01% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 136 | $15.1K | 0.00% | +136 | New |
| Burkett Financial Services, LLC | 136 | $15.1K | 0.01% | +1+0.7% | Added |
| Advantage Trust Co | 138 | $15.3K | 0.01% | −700−83.5% | Reduced |
| Country Trust Bank | 141 | $15.7K | 0.00% | +108+327.3% | Added |
| Imprint Wealth LLC | 142 | $15.8K | 0.05% | +142 | New |
| Evermay Wealth Management LLC | 148 | $16.4K | 0.00% | −2−1.3% | Reduced |
| Blue Bell Private Wealth Management, LLC | 148 | $16.4K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 149 | $16.5K | 0.01% | 00.0% | Unchanged |
| First Pacific Financial | 150 | $16.6K | 0.00% | +9+6.4% | Added |
| Creekmur Asset Management LLC | 150 | $16.6K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 157 | $17.5K | 0.00% | +5+3.3% | Added |
| WFA Asset Management Corp | 211 | $17.7K | 0.01% | +2+1.0% | Added |
| S&T Bank | 161 | $17.9K | 0.01% | −267−62.4% | Reduced |