| Logan Capital Management Inc | 2 | $409 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 2 | $409 | 0.01% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $614 | 0.00% | +2+200.0% | Added |
| North Capital, Inc. | 4 | $819 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 4 | $819 | 0.00% | +4 | New |
| Signature Resources Capital Management, LLC | 4 | $819 | 0.00% | +4 | New |
| DecisionPoint Financial, LLC | 5 | $988 | 0.00% | +5 | New |
| Roble, Belko & Company, Inc | 5 | $1.00K | 0.00% | +3+150.0% | Added |
| Horizon Financial Services, LLC | 5 | $1.02K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 6 | $1.23K | 0.00% | −22−78.6% | Reduced |
| DHJJ Financial Advisors, Ltd. | 6 | $1.23K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 6 | $1.23K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 6 | $1.23K | 0.00% | +6 | New |
| LFA - Lugano Financial Advisors SA | 6 | $1.23K | 0.00% | +6 | New |
| Richard W. Paul & Associates, LLC | 8 | $1.64K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 8 | $1.64K | 0.00% | +8 | New |
| Navigoe, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 10 | $2.05K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 13 | $2.66K | 0.00% | +9+225.0% | Added |
| Valued Wealth Advisors LLC | 14 | $2.87K | 0.00% | −38−73.1% | Reduced |
| PayPay Securities Corp | 14 | $2.87K | 0.14% | −4−22.2% | Reduced |
| Kessler Investment Group, LLC | 14 | $2.87K | 0.00% | 00.0% | Unchanged |
| Family CFO Inc | 14 | $2.87K | 0.00% | +14 | New |
| MPWM Advisory Solutions, LLC | 16 | $3.27K | 0.00% | +6+60.0% | Added |
| TruNorth Capital Management, LLC | 18 | $3.68K | 0.00% | −448−96.1% | Reduced |
| WestEnd Advisors, LLC | 18 | $3.68K | 0.00% | −3−14.3% | Reduced |
| Quest 10 Wealth Builders, Inc. | 20 | $4.06K | 0.00% | +17+566.7% | Added |
| Proffitt & Goodson Inc | 20 | $4.09K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 20 | $4.09K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 26 | $4.50K | 0.00% | −5−16.1% | Reduced |
| Chesapeake Asset Management LLC | 22 | $4.50K | 0.00% | −6−21.4% | Reduced |
| Traub Capital Management LLC | 22 | $4.50K | 0.00% | +22 | New |
| Jackson, Grant Investment Advisers, Inc. | 24 | $4.91K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 25 | $5.12K | 0.00% | +11+78.6% | Added |
| Frazier Financial Advisors, LLC | 26 | $5.32K | 0.00% | −10−27.8% | Reduced |
| Iron Horse Wealth Management, LLC | 26 | $5.32K | 0.00% | −4−13.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 26 | $5.32K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 29 | $5.87K | 0.00% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 30 | $6.14K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 32 | $6.55K | 0.01% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 33 | $6.75K | 0.01% | +13+65.0% | Added |
| Princeton Global Asset Management LLC | 34 | $6.96K | 0.00% | +34 | New |
| Pandora Wealth, Inc. | 36 | $7.37K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 36 | $7.37K | 0.00% | −1−2.7% | Reduced |
| Kozak & Associates, Inc. | 36 | $7.42K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 37 | $7.57K | 0.01% | −118−76.1% | Reduced |
| Clark Wealth Partners | 37 | $7.57K | 0.01% | −29−43.9% | Reduced |
| WealthTrak Capital Management LLC | 37 | $7.57K | 0.01% | −8−17.8% | Reduced |
| Smallwood Wealth Investment Management, LLC | 38 | $7.78K | 0.00% | −92−70.8% | Reduced |
| DT Investment Partners, LLC | 40 | $8.19K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 40 | $8.19K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 40 | $8.19K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 42 | $8.59K | 0.00% | +29+223.1% | Added |
| WealthCollab, LLC | 42 | $8.60K | 0.00% | +6+16.7% | Added |
| Retirement Wealth Solutions LLC | 49 | $10.0K | 0.01% | −144−74.6% | Reduced |
| Addison Advisors LLC | 49 | $10.0K | 0.00% | +13+36.1% | Added |
| Dunhill Financial, LLC | 50 | $10.4K | 0.00% | −44−46.8% | Reduced |
| Bay Harbor Wealth Management, LLC | 51 | $10.4K | 0.00% | +10+24.4% | Added |
| Mascoma Wealth Management LLC | 52 | $10.6K | 0.00% | −40−43.5% | Reduced |
| Luken Investment Analytics, LLC | 52 | $10.6K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 54 | $11.1K | 0.00% | +53+5,300.0% | Added |
| Lavaca Capital LLC | 54 | $11.1K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 54 | $11.1K | 0.01% | 00.0% | Unchanged |
| City State Bank | 54 | $11.1K | 0.00% | +6+12.5% | Added |
| Cranbrook Wealth Management, LLC | 54 | $11.1K | 0.00% | +54 | New |
| Decker Retirement Planning Inc. | 54 | $11.1K | 0.01% | +54 | New |
| LGT Financial Advisors LLC | 55 | $11.3K | 0.03% | +55 | New |
| Midwest Capital Advisors, LLC | 56 | $11.5K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 58 | $11.9K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 60 | $12.3K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 60 | $12.3K | 0.00% | 00.0% | Unchanged |
| Christopher J. Hasenberg, Inc | 62 | $12.7K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 62 | $12.7K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 62 | $12.7K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 64 | $13.1K | 0.01% | +25+64.1% | Added |
| Inlight Wealth Management, LLC | 64 | $13.1K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 65 | $13.3K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 65 | $13.3K | 0.00% | +28+75.7% | Added |
| Evolution Wealth Management Inc. | 70 | $14.3K | 0.02% | +70 | New |
| Innovative Advisory Group, LLC | 73 | $14.9K | 0.01% | +73 | New |
| Stephenson National Bank & Trust | 74 | $15.1K | 0.00% | −2−2.6% | Reduced |
| Winch Advisory Services, LLC | 76 | $15.6K | 0.00% | +10+15.2% | Added |
| Robinswood Financial LLC | 78 | $16.0K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 78 | $16.0K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 78 | $16.0K | 0.01% | 00.0% | Unchanged |
| Kilter Group LLC | 78 | $16.0K | 0.01% | +78 | New |
| Legacy Wealth Managment, LLC | 79 | $16.2K | 0.01% | +3+3.9% | Added |
| Stephens Consulting, LLC | 79 | $16.2K | 0.00% | +19+31.7% | Added |
| Legacy Investment Solutions, LLC | 79 | $16.2K | 0.01% | +79 | New |
| VSM Wealth Advisory, LLC | 80 | $16.4K | 0.01% | −12−13.0% | Reduced |
| TSFG, LLC | 85 | $17.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 84 | $17.2K | 0.01% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 88 | $18.0K | 0.01% | −20−18.5% | Reduced |
| Coston, McIsaac & Partners | 96 | $19.0K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 98 | $20.1K | 0.01% | +4+4.3% | Added |
| Barnes Dennig Private Wealth Management LLC | 101 | $20.7K | 0.02% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 102 | $20.9K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 102 | $20.9K | 0.00% | +32+45.7% | Added |
| Pin Oak Investment Advisors Inc | 124 | $21.0K | 0.02% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 103 | $21.1K | 0.01% | +31+43.1% | Added |