| Quest 10 Wealth Builders, Inc. | 1 | $585 | 0.00% | +1 | New |
| Horizon Financial Services, LLC | 1 | $680 | 0.00% | −1−50.0% | Reduced |
| New Millennium Group LLC | 1 | $680 | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 1 | $680 | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 1 | $680 | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 1 | $680 | 0.00% | +1 | New |
| ORG Wealth Partners, LLC | 1 | $682 | 0.00% | −3−75.0% | Reduced |
| SOA Wealth Advisors, LLC. | 1 | $706 | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 2 | $1.36K | 0.00% | +1+100.0% | Added |
| Caitong International Asset Management Co., Ltd | 2 | $1.36K | 0.00% | −179−98.9% | Reduced |
| Trifecta Capital Advisors, LLC | 2 | $1.36K | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 2 | $1.36K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 2 | $1.36K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 2 | $1.36K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 2 | $1.36K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 2 | $1.36K | 0.00% | +1+100.0% | Added |
| WestEnd Advisors, LLC | 2 | $1.36K | 0.00% | +1+100.0% | Added |
| GoalVest Advisory LLC | 2 | $1.36K | 0.00% | +2 | New |
| Bare Financial Services, Inc | 2 | $1.36K | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 2 | $1.36K | 0.00% | +2 | New |
| PayPay Securities Corp | 2 | $1.70K | 0.10% | −4−66.7% | Reduced |
| Creekmur Asset Management LLC | 3 | $1.77K | 0.00% | 00.0% | Unchanged |
| PEAK6 LLC | 3 | $1.83K | 0.00% | −9,390−100.0% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 3 | $2.04K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 3 | $2.04K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 3 | $2.04K | 0.00% | +3 | New |
| Eq Wealth Advisors, LLC | 3 | $2.04K | 0.00% | +3 | New |
| Binnacle Investments Inc | 3 | $2.04K | 0.00% | +3 | New |
| Halbert Hargrove Global Advisors, LLC | 3 | $2.04K | 0.00% | +3 | New |
| Glass Jacobson Investment Advisors llc | 4 | $2.52K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 4 | $2.69K | 0.00% | +1+33.3% | Added |
| Perkins Coie Trust Co | 4 | $2.72K | 0.00% | +1+33.3% | Added |
| Rosenberg Matthew Hamilton | 4 | $2.72K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 4 | $2.72K | 0.00% | +4 | New |
| Ancora Advisors, LLC | 4 | $2.85K | 0.00% | −2−33.3% | Reduced |
| Tobam | 5 | $3.00K | 0.00% | −120−96.0% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 5 | $3.40K | 0.00% | −1−16.7% | Reduced |
| Riggs Asset Managment Co. Inc. | 5 | $3.40K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 5 | $3.40K | 0.00% | +5 | New |
| Hughes Financial Services, LLC | 5 | $3.41K | 0.00% | +5 | New |
| Tortoise Investment Management, LLC | 6 | $4.08K | 0.00% | −42−87.5% | Reduced |
| North Star Investment Management Corp. | 6 | $4.08K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 6 | $4.08K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 6 | $4.08K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 7 | $4.76K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 7 | $4.76K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 7 | $4.76K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 7 | $4.76K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 7 | $4.76K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 7 | $4.76K | 0.00% | +7 | New |
| Tower View Investment Management & Research LLC | 7 | $4.78K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 8 | $5.44K | 0.00% | +2+33.3% | Added |
| Dogwood Wealth Management LLC | 8 | $5.44K | 0.00% | +8 | New |
| Toth Financial Advisory Corp | 10 | $6.80K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 10 | $6.80K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 10 | $6.80K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $6.80K | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 10 | $6.80K | 0.01% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 10 | $6.80K | 0.00% | +10 | New |
| Principia Wealth Advisory, LLC | 10 | $7.03K | 0.01% | +6+150.0% | Added |
| Cheviot Value Management, LLC | 11 | $7.63K | 0.00% | +11 | New |
| Ameriflex Group, Inc. | 12 | $8.16K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 12 | $8.16K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 12 | $8.16K | 0.00% | 00.0% | Unchanged |
| Greenline Partners, LLC | 12 | $8.16K | 0.00% | +12 | New |
| Kentucky Trust Co | 12 | $8.16K | 0.00% | +12 | New |
| Beacon Capital Management, LLC | 12 | $8.20K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 13 | $8.73K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 13 | $8.84K | 0.00% | +13 | New |
| Financial Perspectives, Inc | 14 | $9.48K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 14 | $9.52K | 0.00% | −10−41.7% | Reduced |
| Anfield Capital Management, LLC | 14 | $9.52K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 14 | $9.52K | 0.01% | +14 | New |
| Ogorek Anthony Joseph | 15 | $10.0K | 0.00% | +15 | New |
| Rakuten Securities, Inc. | 15 | $10.2K | 0.01% | −91−85.8% | Reduced |
| TruNorth Capital Management, LLC | 15 | $10.2K | 0.00% | +15 | New |
| Tower Trust & Investment Co | 15 | $10.5K | 0.01% | +15 | New |
| Arlington Trust Co LLC | 16 | $10.9K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 16 | $10.9K | 0.01% | +8+100.0% | Added |
| Clark Wealth Partners | 16 | $10.9K | 0.01% | +9+128.6% | Added |
| BOK Financial Private Wealth, Inc. | 16 | $10.9K | 0.00% | +10+166.7% | Added |
| Citizens National Bank Trust Department | 16 | $10.9K | 0.00% | +16 | New |
| True Wealth Design, LLC | 17 | $11.2K | 0.00% | +10+142.9% | Added |
| Raffa Wealth Management, LLC | 17 | $11.6K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 17 | $11.6K | 0.01% | +17 | New |
| Glen Eagle Advisors, LLC | 17 | $11.6K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 18 | $12.2K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 20 | $13.6K | 0.01% | +10+100.0% | Added |
| WPG Advisers, LLC | 20 | $13.6K | 0.01% | −41−67.2% | Reduced |
| Missouri Trust & Investment Co | 20 | $13.6K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 20 | $13.6K | 0.01% | +1+5.3% | Added |
| Rialto Wealth Management, LLC | 20 | $13.6K | 0.00% | +3+17.6% | Added |
| Salem Investment Counselors Inc | 20 | $13.6K | 0.00% | +15+300.0% | Added |
| Valued Wealth Advisors LLC | 20 | $13.6K | 0.01% | +1+5.3% | Added |
| Dunhill Financial, LLC | 20 | $13.9K | 0.01% | −4−16.7% | Reduced |
| Avion Wealth | 23 | $14.0K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 21 | $14.3K | 0.00% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 21 | $14.3K | 0.00% | 00.0% | Unchanged |