| Darwin Advisors, LLC | 0 | $165 | 0.00% | 0 | New |
| Cordant, Inc. | 1 | $685 | 0.00% | +1 | New |
| Sankala Group LLC | 1 | $692 | 0.00% | +1 | New |
| IMA Wealth, Inc. | 1 | $720 | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 1 | $720 | 0.00% | +1 | New |
| Tower Trust & Investment Co | 1 | $720 | 0.00% | +1 | New |
| West Branch Capital LLC | 1 | $721 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $721 | 0.00% | +1 | New |
| Quest 10 Wealth Builders, Inc. | 1 | $943 | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 2 | $1.38K | 0.00% | +1+100.0% | Added |
| Essential Partners LLC | 2 | $1.44K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 2 | $1.44K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 2 | $1.44K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 2 | $1.44K | 0.00% | +2 | New |
| Plante Moran Financial Advisors, LLC | 2 | $1.44K | 0.00% | +2 | New |
| Spectrum Wealth Advisory Group, LLC | 2 | $1.44K | 0.00% | +2 | New |
| Seneschal Advisors, LLC | 2 | $1.44K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 2 | $1.44K | 0.00% | +1+100.0% | Added |
| CKW Financial Group | 3 | $2.00K | 0.00% | +3 | New |
| Navigoe, LLC | 3 | $2.00K | 0.00% | +3 | New |
| Whipplewood Advisors, LLC | 3 | $2.16K | 0.00% | −12−80.0% | Reduced |
| PayPay Securities Corp | 3 | $2.16K | 0.08% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 3 | $2.16K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 3 | $2.16K | 0.00% | +3 | New |
| Mascoma Wealth Management LLC | 4 | $2.88K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 4 | $2.88K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 4 | $2.88K | 0.00% | +3+300.0% | Added |
| Decker Retirement Planning Inc. | 4 | $3.00K | 0.00% | +4 | New |
| Fourth Dimension Wealth, LLC | 5 | $3.60K | 0.00% | −31−86.1% | Reduced |
| St Germain D J Co Inc | 5 | $3.60K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 5 | $3.60K | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 5 | $3.60K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 6 | $4.32K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 6 | $4.32K | 0.00% | +6 | New |
| Financial Consulate, Inc | 6 | $4.32K | 0.00% | +2+50.0% | Added |
| Trifecta Capital Advisors, LLC | 6 | $4.32K | 0.00% | +3+100.0% | Added |
| Strengthening Families & Communities, LLC | 6 | $4.32K | 0.00% | +1+20.0% | Added |
| Point Nemo Capital, LLC | 7 | $5.04K | 0.00% | +7 | New |
| Reyes Financial Architecture, Inc. | 8 | $5.76K | 0.00% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 8 | $5.76K | 0.00% | +8 | New |
| Activest Wealth Management | 8 | $5.76K | 0.00% | +8 | New |
| Cape Investment Advisory, Inc. | 8 | $5.76K | 0.00% | +8 | New |
| Ravenstone Capital Management Inc. | 8 | $5.76K | 0.00% | +8 | New |
| S&T Bank | 9 | $6.48K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 9 | $6.48K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 9 | $6.48K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 9 | $6.48K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 9 | $6.51K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 9 | $6.52K | 0.00% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 9 | $6.55K | 0.00% | +9 | New |
| Barrett & Company, Inc. | 10 | $7.20K | 0.00% | 00.0% | Unchanged |
| Sfam, LLC | 10 | $7.20K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 10 | $7.20K | 0.00% | +1+11.1% | Added |
| Old Point Trust & Financial Services N A | 10 | $7.20K | 0.00% | +10 | New |
| Westfuller Advisors, LLC | 10 | $7.20K | 0.00% | −5−33.3% | Reduced |
| BFSG, LLC | 10 | $7.20K | 0.00% | +10 | New |
| Abound Wealth Management | 11 | $7.62K | 0.00% | −14−56.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 11 | $7.92K | 0.00% | −2−15.4% | Reduced |
| Triumph Capital Management | 11 | $7.92K | 0.00% | +7+175.0% | Added |
| American Capital Advisory, LLC | 11 | $7.92K | 0.00% | +4+57.1% | Added |
| Penserra Capital Management LLC | 12 | $8.00K | 0.00% | −2,830−99.6% | Reduced |
| Southern Michigan Bank & Trust | 12 | $8.64K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 12 | $8.64K | 0.00% | +2+20.0% | Added |
| BOK Financial Private Wealth, Inc. | 13 | $9.36K | 0.00% | −871−98.5% | Reduced |
| Clark Wealth Partners | 13 | $9.36K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 13 | $9.36K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 13 | $9.36K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 13 | $9.36K | 0.00% | +12+1,200.0% | Added |
| Beacon Investment Advisory Services, Inc. | 14 | $10.1K | 0.00% | −9−39.1% | Reduced |
| Pacific Center for Financial Services | 14 | $10.1K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 14 | $10.1K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 14 | $10.1K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 15 | $10.8K | 0.01% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 15 | $10.8K | 0.01% | 00.0% | Unchanged |
| Peterson Wealth Services | 15 | $10.8K | 0.00% | +15 | New |
| Planning Strategies Inc. | 15 | $10.8K | 0.01% | +15 | New |
| Stone House Investment Management, LLC | 16 | $11.5K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 16 | $11.5K | 0.00% | +2+14.3% | Added |
| Evermay Wealth Management LLC | 16 | $11.5K | 0.00% | +16 | New |
| Prosperity Bancshares Inc | 16 | $11.5K | 0.01% | +16 | New |
| Coastline Trust Co | 17 | $12.2K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 17 | $12.2K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 17 | $12.2K | 0.01% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 17 | $12.2K | 0.01% | +1+6.3% | Added |
| Allied Private Wealth LLC | 19 | $12.7K | 0.01% | +19 | New |
| Nalls Sherbakoff Group, LLC | 18 | $13.0K | 0.01% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 18 | $13.0K | 0.00% | +6+50.0% | Added |
| Osbon Capital Management LLC | 19 | $13.7K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 19 | $13.7K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 19 | $13.7K | 0.02% | 00.0% | Unchanged |
| Torren Management, LLC | 19 | $13.7K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 20 | $14.4K | 0.00% | +9+81.8% | Added |
| Kilter Group LLC | 20 | $14.4K | 0.01% | −2−9.1% | Reduced |
| Bayban | 20 | $14.4K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 21 | $15.0K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 21 | $15.1K | 0.00% | +4+23.5% | Added |
| Contravisory Investment Management, Inc. | 23 | $16.6K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 24 | $17.3K | 0.01% | −1−4.0% | Reduced |
| Millstone Evans Group, LLC | 24 | $17.3K | 0.01% | 00.0% | Unchanged |