| Roble, Belko & Company, Inc | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 8 | $0 | 0.00% | +8 | New |
| Clean Yield Group | 1 | $72 | 0.00% | −106−99.1% | Reduced |
| Hoertkorn Richard Charles | 1 | $74 | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 1 | $74 | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 1 | $109 | 0.00% | 00.0% | Unchanged |
| City State Bank | 2 | $148 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2 | $148 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 3 | $221 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 3 | $221 | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 3 | $221 | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 3 | $221 | 0.00% | +3 | New |
| Activest Wealth Management | 4 | $295 | 0.00% | −2−33.3% | Reduced |
| Transce3nd, LLC | 4 | $295 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 4 | $296 | 0.00% | +4 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5 | $369 | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 5 | $370 | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 5 | $391 | 0.00% | +5 | New |
| Bay Harbor Wealth Management, LLC | 6 | $442 | 0.00% | +3+100.0% | Added |
| NewSquare Capital LLC | 7 | $517 | 0.00% | +7 | New |
| Clark Wealth Partners | 7 | $517 | 0.00% | +7 | New |
| Kathleen S. Wright Associates Inc. | 7 | $525 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 8 | $591 | 0.00% | +5+166.7% | Added |
| S&T Bank | 8 | $591 | 0.00% | +8 | New |
| Abound Wealth Management | 9 | $665 | 0.00% | +9 | New |
| Cornerstone Planning Group LLC | 9 | $693 | 0.00% | +6+200.0% | Added |
| Raffa Wealth Management, LLC | 10 | $738 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 10 | $738 | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 10 | $738 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 10 | $738 | 0.00% | +1+11.1% | Added |
| HFM Investment Advisors, LLC | 10 | $738 | 0.00% | +6+150.0% | Added |
| Rise Advisors, LLC | 11 | $812 | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 11 | $812 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 11 | $854 | 0.00% | −21−65.6% | Reduced |
| Private Wealth Management Group, LLC | 12 | $886 | 0.00% | −1−7.7% | Reduced |
| Highline Wealth Partners LLC | 12 | $886 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 14 | $1.03K | 0.00% | +14 | New |
| Binnacle Investments Inc | 14 | $1.03K | 0.00% | +14 | New |
| SJS Investment Consulting Inc. | 14 | $1.03K | 0.00% | −12−46.2% | Reduced |
| Rialto Wealth Management, LLC | 14 | $1.03K | 0.00% | +14 | New |
| Kilter Group LLC | 14 | $1.03K | 0.00% | +14 | New |
| Caitong International Asset Management Co., Ltd | 15 | $1.11K | 0.00% | −348−95.9% | Reduced |
| Bruce G. Allen Investments, LLC | 15 | $1.11K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 16 | $1.18K | 0.00% | −34−68.0% | Reduced |
| Whipplewood Advisors, LLC | 16 | $1.18K | 0.00% | −7−30.4% | Reduced |
| Stephens Consulting, LLC | 16 | $1.18K | 0.00% | +16 | New |
| Maseco LLP | 16 | $1.21K | 0.00% | +16 | New |
| CarsonAllaria Wealth Management, Ltd. | 20 | $1.48K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 20 | $1.48K | 0.00% | +20 | New |
| Wolff Wiese Magana LLC | 20 | $1.48K | 0.00% | +20 | New |
| DiNuzzo Private Wealth, Inc. | 23 | $1.70K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 24 | $1.77K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 28 | $2.07K | 0.00% | +28 | New |
| Grove Bank & Trust | 29 | $2.14K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 28 | $2.19K | 0.00% | +28 | New |
| Central Trust Co | 31 | $2.29K | 0.00% | −24−43.6% | Reduced |
| LRI Investments, LLC | 32 | $2.33K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 35 | $2.58K | 0.00% | −7−16.7% | Reduced |
| Fortitude Family Office, LLC | 36 | $2.66K | 0.00% | −126−77.8% | Reduced |
| Bayforest Capital Ltd | 36 | $2.66K | 0.00% | +36 | New |
| WealthTrak Capital Management LLC | 40 | $2.95K | 0.00% | +5+14.3% | Added |
| Groupe la Francaise | 40 | $2.95K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 42 | $3.10K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 43 | $3.17K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 43 | $3.17K | 0.00% | +2+4.9% | Added |
| ORG Partners LLC | 42 | $3.23K | 0.00% | +42 | New |
| Eastern Bank | 50 | $3.69K | 0.00% | 00.0% | Unchanged |
| Curat Global, LLC | 50 | $3.69K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 54 | $3.95K | 0.00% | +1+1.9% | Added |
| HighMark Wealth Management LLC | 54 | $3.99K | 0.00% | −43−44.3% | Reduced |
| Signature Resources Capital Management, LLC | 54 | $3.99K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 54 | $4.00K | 0.00% | +44+440.0% | Added |
| South State Corp. | 55 | $4.06K | 0.00% | −25−31.3% | Reduced |
| Silicon Valley Capital Partners | 56 | $4.16K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 57 | $4.21K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 60 | $4.43K | 0.00% | −25−29.4% | Reduced |
| Vermillion Wealth Management, Inc. | 79 | $5.83K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 81 | $5.98K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 83 | $6.13K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 88 | $6.50K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 90 | $6.64K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 116 | $7.13K | 0.00% | 00.0% | Unchanged |
| Eq Wealth Advisors, LLC | 100 | $7.38K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 103 | $7.60K | 0.00% | −252−71.0% | Reduced |
| Mascoma Wealth Management LLC | 105 | $7.75K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 111 | $8.19K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 114 | $8.42K | 0.00% | −15−11.6% | Reduced |
| Contravisory Investment Management, Inc. | 115 | $8.49K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 116 | $8.57K | 0.00% | +116 | New |
| HHM Wealth Advisors, LLC | 120 | $8.86K | 0.00% | +120 | New |
| Valley National Advisers Inc | 125 | $9.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 126 | $9.00K | 0.00% | +12+10.5% | Added |
| True Wealth Design, LLC | 133 | $9.82K | 0.00% | −530−79.9% | Reduced |
| Hemington Wealth Management | 140 | $10.0K | 0.00% | +19+15.7% | Added |
| Brown Brothers Harriman & Co | 142 | $10.5K | 0.00% | +142 | New |
| Archer Investment Corp | 147 | $10.9K | 0.00% | +1+0.7% | Added |
| Capital Advisors, Ltd. LLC | 143 | $11.0K | 0.00% | −10−6.5% | Reduced |
| JFS Wealth Advisors, LLC | 151 | $11.1K | 0.00% | −21−12.2% | Reduced |
| Cranbrook Wealth Management, LLC | 162 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 166 | $12.3K | 0.01% | 00.0% | Unchanged |