| First Command Advisory Services, Inc. | 31 | $0 | 0.00% | +31 | New |
| Tfo-TDC, LLC | 2 | $120 | 0.00% | +2 | New |
| WR Wealth Planners, LLC | 1 | $295 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1 | $295 | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 1 | $295 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 1 | $295 | 0.00% | +1 | New |
| Atwood & Palmer Inc | 2 | $448 | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 2 | $590 | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 2 | $590 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 2 | $590 | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 2 | $590 | 0.00% | +2 | New |
| Ten Capital Wealth Advisors, LLC | 3 | $885 | 0.00% | −69−95.8% | Reduced |
| Contravisory Investment Management, Inc. | 3 | $885 | 0.00% | 00.0% | Unchanged |
| Bray Capital Advisors | 3 | $885 | 0.00% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 6 | $1.00K | 0.00% | +6 | New |
| PEAK6 Investments LLC | 4 | $1.04K | 0.00% | +4 | New |
| WestEnd Advisors, LLC | 5 | $1.47K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 5 | $1.47K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 5 | $1.47K | 0.00% | +5 | New |
| True Wealth Design, LLC | 5 | $1.47K | 0.00% | +5 | New |
| Your Advocates Ltd., LLP | 6 | $1.77K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 7 | $2.06K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 8 | $2.36K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 8 | $2.36K | 0.00% | 00.0% | Unchanged |
| Freedom Wealth Alliance, LLC | 8 | $2.36K | 0.00% | +8 | New |
| Pacifica Partners Inc. | 10 | $2.84K | 0.00% | −10−50.0% | Reduced |
| Proffitt & Goodson Inc | 10 | $2.95K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 910 | $3.48K | 0.04% | −666−42.3% | Reduced |
| Atlas Capital Advisors LLC | 12 | $3.54K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 12 | $3.54K | 0.00% | −3−20.0% | Reduced |
| Tradewinds Capital Management, LLC | 12 | $3.54K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 12 | $3.54K | 0.00% | +11+1,100.0% | Added |
| Lansing Street Advisors | 14 | $4.13K | 0.00% | +5+55.6% | Added |
| Fiduciary Alliance LLC | 14 | $4.13K | 0.00% | +14 | New |
| Morton Brown Family Wealth, LLC | 15 | $4.42K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 20 | $4.71K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 17 | $5.01K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 17 | $5.01K | 0.34% | +17 | New |
| Tilia Fiduciary Partners, Inc. | 18 | $5.31K | 0.01% | +4+28.6% | Added |
| IMA Wealth, Inc. | 19 | $5.60K | 0.00% | 00.0% | Unchanged |
| Motco | 22 | $6.49K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 22 | $6.49K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 22 | $6.49K | 0.00% | +22 | New |
| HighMark Wealth Management LLC | 24 | $7.08K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 25 | $7.37K | 0.00% | −85−77.3% | Reduced |
| Riggs Asset Managment Co. Inc. | 25 | $7.37K | 0.00% | 00.0% | Unchanged |
| Riverpoint Wealth Management Holdings, LLC | 25 | $7.37K | 0.00% | +25 | New |
| Glassy Mountain Advisors, Inc. | 25 | $7.37K | 0.00% | +25 | New |
| Trifecta Capital Advisors, LLC | 25 | $7.37K | 0.00% | +25 | New |
| Global Financial Private Client, LLC | 27 | $7.96K | 0.00% | +3+12.5% | Added |
| Cassady Schiller Wealth Management, LLC | 27 | $7.96K | 0.00% | +27 | New |
| ClariVest Asset Management LLC | 27 | $8.00K | 0.00% | +27 | New |
| Clear Perspectives Financial Planning, LLC | 28 | $8.26K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 28 | $8.26K | 0.01% | +28 | New |
| Kelly Financial Services LLC | 29 | $8.55K | 0.00% | 00.0% | Unchanged |
| Adirondack Retirement Specialists, Inc. | 30 | $8.85K | 0.01% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 32 | $9.00K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 30 | $9.00K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 31 | $9.14K | 0.01% | +31 | New |
| Arcus Capital Partners, LLC | 32 | $9.44K | 0.00% | +32 | New |
| McElhenny Sheffield Capital Management, LLC | 32 | $9.44K | 0.00% | +32 | New |
| AlphaMark Advisors, LLC | 33 | $10.0K | 0.01% | +30+1,000.0% | Added |
| DecisionPoint Financial, LLC | 34 | $10.0K | 0.01% | +34 | New |
| Tucker Asset Management LLC | 35 | $10.2K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 37 | $10.9K | 0.02% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 37 | $10.9K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 37 | $10.9K | 0.00% | +37 | New |
| Pflug Koory, LLC | 37 | $11.0K | 0.01% | 00.0% | Unchanged |
| Newton One Investments LLC | 38 | $11.2K | 0.01% | 00.0% | Unchanged |
| Estabrook Capital Management | 38 | $11.2K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 41 | $12.0K | 0.01% | +41 | New |
| Clearview Wealth Advisors LLC | 42 | $12.4K | 0.01% | +10+31.3% | Added |
| Johnson Midwest Financial, LLC | 43 | $13.0K | 0.05% | +43 | New |
| Rational Advisors LLC | 46 | $13.6K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 49 | $14.0K | 0.01% | 00.0% | Unchanged |
| Sageworth Trust Co | 48 | $14.0K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 47 | $14.0K | 0.00% | +39+487.5% | Added |
| Schubert & Co | 49 | $14.4K | 0.01% | +9+22.5% | Added |
| PFS Partners, LLC | 50 | $14.7K | 0.02% | −37−42.5% | Reduced |
| M&R Capital Management Inc | 50 | $14.7K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 50 | $14.7K | 0.03% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 50 | $14.7K | 0.01% | +50 | New |
| Silicon Valley Capital Partners | 50 | $14.7K | 0.00% | +50 | New |
| Retirement Financial Solutions, LLC | 50 | $14.7K | 0.01% | +50 | New |
| Y.D. More Investments Ltd | 52 | $15.1K | 0.00% | +52 | New |
| Sugarloaf Wealth Management, LLC | 52 | $15.3K | 0.00% | −50−49.0% | Reduced |
| Raffa Wealth Management, LLC | 56 | $16.5K | 0.01% | +6+12.0% | Added |
| Pathway Financial Advisers, LLC | 56 | $16.6K | 0.01% | +56 | New |
| HBC Financial Services, PLLC | 250 | $17.0K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 57 | $17.0K | 0.01% | +6+11.8% | Added |
| Evermay Wealth Management LLC | 59 | $17.4K | 0.00% | +9+18.0% | Added |
| Kraematon Investment Advisors, Inc | 61 | $18.0K | 0.02% | +61 | New |
| Highline Wealth Partners LLC | 62 | $18.3K | 0.01% | +1+1.6% | Added |
| Accel Wealth Management | 65 | $19.2K | 0.01% | 00.0% | Unchanged |