| Evolution Advisers, Inc. | 5 | $0 | 0.00% | +5 | New |
| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 1 | $100 | 0.00% | +1 | New |
| Stone House Investment Management, LLC | 3 | $298 | 0.00% | +2+200.0% | Added |
| Mosley Wealth Management | 3 | $298 | 0.00% | −109−97.3% | Reduced |
| HFM Investment Advisors, LLC | 4 | $398 | 0.00% | +4 | New |
| Imprint Wealth LLC | 5 | $496 | 0.00% | −20−80.0% | Reduced |
| Seneschal Advisors, LLC | 5 | $497 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 5 | $497 | 0.00% | +1+25.0% | Added |
| Halbert Hargrove Global Advisors, LLC | 5 | $510 | 0.00% | +4+400.0% | Added |
| Creative Capital Management Investments LLC | 7 | $695 | 0.00% | +7 | New |
| Strengthening Families & Communities, LLC | 8 | $794 | 0.00% | −42−84.0% | Reduced |
| IMG Wealth Management, Inc. | 9 | $894 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 10 | $992 | 0.00% | −375−97.4% | Reduced |
| DecisionPoint Financial, LLC | 11 | $1.16K | 0.00% | +1+10.0% | Added |
| Clark Wealth Partners | 14 | $1.39K | 0.00% | −55−79.7% | Reduced |
| Breakwater Investment Management | 14 | $1.39K | 0.00% | +9+180.0% | Added |
| Marshall Investment Management, LLC | 15 | $1.49K | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 15 | $1.49K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 16 | $1.59K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 17 | $1.69K | 0.00% | +2+13.3% | Added |
| PayPay Securities Corp | 18 | $1.79K | 0.07% | 00.0% | Unchanged |
| Aspect Partners, LLC | 19 | $1.89K | 0.00% | −1−5.0% | Reduced |
| Global Trust Asset Management, LLC | 20 | $1.99K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 20 | $1.99K | 0.00% | +20 | New |
| Clal Insurance Enterprises Holdings Ltd | 25 | $2.00K | 0.00% | −40−61.5% | Reduced |
| Washington Trust Advisors, Inc. | 22 | $2.18K | 0.00% | −12−35.3% | Reduced |
| CBIZ Investment Advisory Services, LLC | 23 | $2.40K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 25 | $2.48K | 0.00% | −10−28.6% | Reduced |
| Gill Capital Partners, LLC | 25 | $2.48K | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 25 | $2.48K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 25 | $2.48K | 0.00% | +25 | New |
| Bullock Wealth Management Group | 28 | $2.96K | 0.00% | +5+21.7% | Added |
| Corsicana & Co. | 30 | $2.98K | 0.00% | +24+400.0% | Added |
| Abound Financial, LLC | 30 | $2.98K | 0.00% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 30 | $2.98K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 30 | $2.98K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 30 | $2.98K | 0.00% | +30 | New |
| Golden State Equity Partners | 35 | $3.47K | 0.01% | −4,378−99.2% | Reduced |
| Union Savings Bank | 35 | $3.47K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 35 | $3.47K | 0.00% | +10+40.0% | Added |
| Bravera Wealth | 35 | $3.48K | 0.00% | −135−79.4% | Reduced |
| Cetera Trust Company, N.A | 35 | $3.48K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 38 | $3.77K | 0.00% | +3+8.6% | Added |
| Signature Resources Capital Management, LLC | 38 | $3.79K | 0.00% | +8+26.7% | Added |
| Frazier Financial Advisors, LLC | 40 | $3.94K | 0.00% | −39−49.4% | Reduced |
| HighMark Wealth Management LLC | 92 | $3.97K | 0.00% | +47+104.4% | Added |
| Hager Investment Management Services, LLC | 40 | $3.97K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 40 | $3.97K | 0.00% | −493−92.5% | Reduced |
| Abound Wealth Management | 40 | $3.97K | 0.00% | −197−83.1% | Reduced |
| Financial Gravity Companies, Inc. | 41 | $4.07K | 0.00% | +41 | New |
| Fountainhead AM, LLC | 43 | $4.27K | 0.00% | +43 | New |
| Holos Integrated Wealth LLC | 40 | $4.43K | 0.00% | −5−11.1% | Reduced |
| Vermillion Wealth Management, Inc. | 45 | $4.47K | 0.00% | −75−62.5% | Reduced |
| Align Financial, LLC | 45 | $4.47K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 45 | $4.47K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 45 | $4.47K | 0.00% | 00.0% | Unchanged |
| Oakmont Advisory Group, LLC | 45 | $4.47K | 0.00% | +45 | New |
| Redwood Park Advisors LLC | 49 | $4.87K | 0.00% | +19+63.3% | Added |
| Rachor Investment Advisory Services, LLC | 50 | $4.96K | 0.00% | −47−48.5% | Reduced |
| Berkshire Capital Holdings Inc | 50 | $4.96K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 50 | $4.96K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 50 | $4.96K | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 50 | $4.96K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 55 | $5.46K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 57 | $5.66K | 0.00% | +42+280.0% | Added |
| Tower Trust & Investment Co | 58 | $5.76K | 0.00% | +58 | New |
| Cranbrook Wealth Management, LLC | 59 | $5.83K | 0.00% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 59 | $5.86K | 0.00% | +59 | New |
| Truvestments Capital LLC | 60 | $5.96K | 0.00% | −593−90.8% | Reduced |
| Olistico Wealth, LLC | 60 | $5.96K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 60 | $5.96K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 60 | $5.96K | 0.00% | +10+20.0% | Added |
| Kerr Financial Planning Corp | 63 | $6.25K | 0.01% | +8+14.5% | Added |
| Ares Financial Consulting, LLC | 65 | $6.45K | 0.00% | −75−53.6% | Reduced |
| Quest 10 Wealth Builders, Inc. | 65 | $6.45K | 0.01% | 00.0% | Unchanged |
| Virginia Estate & Retirement Planning Advisors Inc. | 65 | $6.45K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 65 | $6.45K | 0.00% | +65 | New |
| Fairway Wealth LLC | 65 | $6.45K | 0.00% | +65 | New |
| Copia Wealth Management | 70 | $6.95K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 71 | $7.05K | 0.00% | +18+34.0% | Added |
| Caitlin John, LLC | 76 | $7.54K | 0.00% | +33+76.7% | Added |
| Osbon Capital Management LLC | 80 | $7.94K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 85 | $8.00K | 0.00% | 00.0% | Unchanged |
| Persistent Asset Partners Ltd | 81 | $8.04K | 0.00% | +81 | New |
| Torren Management, LLC | 83 | $8.24K | 0.00% | +3+3.8% | Added |
| Horizon Financial Services, LLC | 83 | $8.24K | 0.00% | +83 | New |
| Purpose Unlimited Inc. | 84 | $8.34K | 0.00% | +64+320.0% | Added |
| Richardson Capital Management LLC | 85 | $8.44K | 0.00% | 00.0% | Unchanged |
| Markowski Investments | 85 | $8.44K | 0.00% | +85 | New |
| Quaker Wealth Management, LLC | 87 | $8.64K | 0.00% | +19+27.9% | Added |
| Activest Wealth Management | 89 | $8.84K | 0.00% | −612−87.3% | Reduced |
| Battery Global Advisors, LLC | 90 | $8.94K | 0.00% | 00.0% | Unchanged |
| Harborfront Financial Group LLC | 94 | $9.33K | 0.04% | +94 | New |
| Robinswood Financial LLC | 95 | $9.43K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 95 | $9.43K | 0.00% | 00.0% | Unchanged |
| Walsh & Associates, LLC | 95 | $9.43K | 0.01% | 00.0% | Unchanged |
| Allied Private Wealth LLC | 89 | $9.59K | 0.01% | +89 | New |
| NVWM, LLC | 99 | $9.83K | 0.00% | +9+10.0% | Added |
| Armstrong Advisory Group, Inc | 100 | $9.93K | 0.00% | 00.0% | Unchanged |
