| Evolution Advisers, Inc. | 1 | $0 | 0.00% | +1 | New |
| Darwin Advisors, LLC | 0 | $4 | 0.00% | 0 | New |
| Delta Accumulation, LLC | 1 | $246 | 0.00% | +1 | New |
| ROSS\JOHNSON & Associates LLC | 1 | $246 | 0.00% | +1 | New |
| Strive Financial Group ,LLC | 1 | $246 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 1 | $247 | 0.00% | +1 | New |
| Quarry LP | 2 | $492 | 0.00% | −314−99.4% | Reduced |
| Operose Advisors LLC | 2 | $492 | 0.00% | −225−99.1% | Reduced |
| Mascoma Wealth Management LLC | 2 | $492 | 0.00% | −36−94.7% | Reduced |
| Investors Portfolio Services LLC | 2 | $492 | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 2 | $492 | 0.00% | +2 | New |
| Strengthening Families & Communities, LLC | 2 | $492 | 0.00% | +2 | New |
| 3 Factor Indexing, LLC | 2 | $493 | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 3 | $739 | 0.00% | 00.0% | Unchanged |
| NorthAvenue LLC | 3 | $739 | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 4 | $926 | 0.00% | +4 | New |
| Seneschal Advisors, LLC | 4 | $985 | 0.00% | −53−93.0% | Reduced |
| Trust Co | 4 | $985 | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 4 | $985 | 0.00% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 4 | $985 | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 4 | $985 | 0.00% | +4 | New |
| FNY Investment Advisers, LLC | 8 | $1.00K | 0.00% | +8 | New |
| Navigoe, LLC | 7 | $1.00K | 0.00% | +7 | New |
| Vermillion Wealth Management, Inc. | 4 | $1.09K | 0.00% | −27−87.1% | Reduced |
| LifeSteps Financial, Inc. | 5 | $1.23K | 0.00% | +5 | New |
| Three Bearings Fiduciary Advisors, Inc. | 5 | $1.23K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 5 | $1.24K | 0.00% | +5 | New |
| Torren Management, LLC | 5 | $1.30K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 7 | $1.72K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 7 | $1.72K | 0.00% | +2+40.0% | Added |
| PayPay Securities Corp | 8 | $1.97K | 0.08% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 8 | $1.97K | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 8 | $1.97K | 0.00% | +8 | New |
| Halbert Hargrove Global Advisors, LLC | 9 | $2.10K | 0.00% | +9 | New |
| Cranbrook Wealth Management, LLC | 9 | $2.12K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 9 | $2.22K | 0.00% | +9 | New |
| DecisionPoint Financial, LLC | 9 | $2.27K | 0.00% | +4+80.0% | Added |
| Purpose Unlimited Inc. | 10 | $2.46K | 0.00% | −7−41.2% | Reduced |
| Fiduciary Advisors, Inc. | 10 | $2.46K | 0.00% | +10 | New |
| FWL Investment Management, LLC | 11 | $2.71K | 0.00% | +11 | New |
| GoalVest Advisory LLC | 12 | $2.96K | 0.00% | +12 | New |
| CKW Financial Group | 12 | $3.00K | 0.00% | +12 | New |
| MTM Investment Management, LLC | 14 | $3.45K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 14 | $3.45K | 0.00% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 14 | $3.48K | 0.00% | +14 | New |
| WestEnd Advisors, LLC | 15 | $3.69K | 0.00% | +2+15.4% | Added |
| Elevated Capital Advisors, LLC | 16 | $3.94K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 17 | $4.19K | 0.00% | −37−68.5% | Reduced |
| Sunrise Financial Services, LLC | 18 | $4.43K | 0.00% | −17−48.6% | Reduced |
| Trifecta Capital Advisors, LLC | 18 | $4.43K | 0.00% | +18 | New |
| Key Capital Management, INC | 19 | $4.68K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 19 | $4.68K | 0.00% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 19 | $4.68K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 19 | $4.68K | 0.00% | +19 | New |
| Quaker Wealth Management, LLC | 19 | $4.68K | 0.00% | −151−88.8% | Reduced |
| American Capital Advisory, LLC | 19 | $4.68K | 0.00% | +2+11.8% | Added |
| Cornerstone Financial Management LLC | 20 | $4.92K | 0.00% | +4+25.0% | Added |
| Burnham & Co LLC | 20 | $4.92K | 0.00% | +20 | New |
| HFM Investment Advisors, LLC | 20 | $4.92K | 0.00% | +11+122.2% | Added |
| American National Bank | 21 | $5.17K | 0.00% | +21 | New |
| Barnes Dennig Private Wealth Management LLC | 21 | $5.17K | 0.00% | −51−70.8% | Reduced |
| Ares Financial Consulting, LLC | 21 | $5.20K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 22 | $5.42K | 0.00% | +7+46.7% | Added |
| Mosley Wealth Management | 23 | $5.54K | 0.00% | +8+53.3% | Added |
| Proathlete Wealth Management LLC | 24 | $5.91K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 25 | $6.16K | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 25 | $6.16K | 0.00% | +25 | New |
| McGuire Capital Advisors Inc | 26 | $6.40K | 0.00% | −42−61.8% | Reduced |
| DHJJ Financial Advisors, Ltd. | 27 | $6.65K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 27 | $6.65K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 27 | $6.65K | 0.00% | +27 | New |
| N.E.W. Advisory Services LLC | 28 | $6.89K | 0.00% | +4+16.7% | Added |
| Security National Bank | 29 | $7.14K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 30 | $7.39K | 0.00% | 00.0% | Unchanged |
| Bard Associates Inc | 30 | $7.39K | 0.00% | +30 | New |
| Strategic Investment Solutions, Inc. | 31 | $7.63K | 0.00% | +29+1,450.0% | Added |
| IMA Wealth, Inc. | 32 | $7.88K | 0.00% | +13+68.4% | Added |
| Imprint Wealth LLC | 34 | $8.37K | 0.03% | 00.0% | Unchanged |
| Clark Wealth Partners | 36 | $8.86K | 0.01% | +20+125.0% | Added |
| Tidemark, LLC | 37 | $9.11K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 37 | $9.11K | 0.01% | +1+2.8% | Added |
| Chilton Capital Management LLC | 38 | $9.36K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 40 | $9.85K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 40 | $9.88K | 0.05% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 43 | $10.6K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 45 | $11.1K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 46 | $11.3K | 0.01% | +18+64.3% | Added |
| Beutel, Goodman & Co Ltd. | 50 | $12.0K | 0.00% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 49 | $12.1K | 0.01% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 50 | $12.3K | 0.01% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 50 | $12.3K | 0.00% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 50 | $12.6K | 0.00% | +50 | New |
| Global Trust Asset Management, LLC | 51 | $12.6K | 0.00% | +17+50.0% | Added |
| Downshift Financial, LLC | 51 | $12.6K | 0.01% | +51 | New |
| Newbridge Financial Services Group, Inc. | 55 | $13.5K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 55 | $13.5K | 0.00% | +5+10.0% | Added |
| Center for Financial Planning, Inc. | 55 | $13.5K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 57 | $14.0K | 0.01% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 57 | $14.0K | 0.00% | +14+32.6% | Added |