| Park Square Financial Group, LLC | 1 | $90 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 2 | $179 | 0.00% | −8−80.0% | Reduced |
| Key Capital Management, INC | 2 | $179 | 0.00% | −8−80.0% | Reduced |
| Hoey Investments, Inc | 2 | $180 | 0.00% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 3 | $269 | 0.00% | 00.0% | Unchanged |
| Retiremitten Financial LLC | 3 | $269 | 0.00% | +3 | New |
| 3 Factor Indexing, LLC | 4 | $359 | 0.00% | +4 | New |
| Torren Management, LLC | 4 | $369 | 0.00% | −846−99.5% | Reduced |
| Orion Capital Management LLC | 5 | $448 | 0.00% | −102−95.3% | Reduced |
| West Branch Capital LLC | 6 | $538 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 7 | $627 | 0.00% | −36−83.7% | Reduced |
| Redwood Park Advisors LLC | 8 | $717 | 0.00% | −1−11.1% | Reduced |
| Palladiem, LLC | 9 | $869 | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 10 | $896 | 0.00% | +10 | New |
| Centerpoint Advisors, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 12 | $1.07K | 0.00% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 13 | $1.17K | 0.00% | −13−50.0% | Reduced |
| Retirement Wealth Solutions LLC | 13 | $1.17K | 0.00% | +13 | New |
| Capital & Planning, LLC | 14 | $1.25K | 0.00% | +14 | New |
| Roxbury Financial LLC | 14 | $1.30K | 0.00% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 13 | $1.33K | 0.00% | −123−90.4% | Reduced |
| Legacy Wealth Managment, LLC | 15 | $1.34K | 0.00% | +15 | New |
| TopTier Wealth Management, LLC | 15 | $1.34K | 0.00% | +15 | New |
| Prudent Man Investment Management, Inc. | 24 | $2.02K | 0.00% | 00.0% | Unchanged |
| Financial Life Planners | 23 | $2.05K | 0.00% | +23 | New |
| Granite FO LLC | 23 | $2.06K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 22 | $2.16K | 0.07% | −8−26.7% | Reduced |
| Activest Wealth Management | 29 | $2.56K | 0.00% | −115−79.9% | Reduced |
| 1015 Capital Partners, LLC | 35 | $3.14K | 0.00% | +2+6.1% | Added |
| Imprint Wealth LLC | 36 | $3.23K | 0.01% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 34 | $3.24K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 36 | $3.26K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 37 | $3.31K | 0.00% | +20+117.6% | Added |
| Strategic Investment Solutions, Inc. | 37 | $3.35K | 0.00% | −100−73.0% | Reduced |
| Friedenthal Financial | 39 | $3.50K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 41 | $3.67K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 42 | $3.76K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 44 | $3.94K | 0.00% | +43+4,300.0% | Added |
| Comprehensive Financial Planning, Inc. | 50 | $4.48K | 0.00% | +50 | New |
| Bernard Wealth Management Corp. | 50 | $4.48K | 0.00% | 00.0% | Unchanged |
| Walsh & Associates, LLC | 50 | $4.48K | 0.00% | 00.0% | Unchanged |
| Portus Wealth Advisors, LLC | 50 | $4.48K | 0.00% | +50 | New |
| Bare Financial Services, Inc | 52 | $4.66K | 0.00% | +20+62.5% | Added |
| Morse Asset Management, Inc | 53 | $4.73K | 0.00% | +1+1.9% | Added |
| Aventus Investment Advisors, Inc. | 54 | $4.85K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 62 | $5.51K | 0.00% | +23+59.0% | Added |
| Curio Wealth, LLC | 62 | $5.54K | 0.00% | +4+6.9% | Added |
| Estabrook Capital Management | 65 | $5.82K | 0.00% | +28+75.7% | Added |
| DiNuzzo Private Wealth, Inc. | 65 | $5.82K | 0.00% | +3+4.8% | Added |
| TFC Financial Management | 65 | $5.85K | 0.00% | +5+8.3% | Added |
| Stephenson National Bank & Trust | 67 | $6.00K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 68 | $6.09K | 0.00% | +68 | New |
| Raleigh Capital Management Inc. | 68 | $6.13K | 0.00% | +68 | Added |
| Three Bearings Fiduciary Advisors, Inc. | 73 | $6.54K | 0.01% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 74 | $6.69K | 0.00% | −128−63.4% | Reduced |
| 1248 Management, LLC | 75 | $6.72K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 78 | $6.99K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 78 | $6.99K | 0.01% | 00.0% | Unchanged |
| CKW Financial Group | 80 | $7.00K | 0.00% | −2,000−96.2% | Reduced |
| Clean Yield Group | 80 | $7.17K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 80 | $7.17K | 0.00% | +7+9.6% | Added |
| Mark Sheptoff Financial Planning, LLC | 69 | $7.24K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 81 | $7.26K | 0.00% | +15+22.7% | Added |
| Fairman Group, LLC | 85 | $7.60K | 0.01% | +1+1.2% | Added |
| Merkkuri Wealth Advisors LLC | 86 | $7.73K | 0.01% | +86 | New |
| Birchwood Financial Partners, Inc. | 87 | $7.79K | 0.01% | −1−1.1% | Reduced |
| Penserra Capital Management LLC | 96 | $8.00K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 93 | $8.33K | 0.01% | +78+520.0% | Added |
| Entrust Financial LLC | 99 | $8.91K | 0.01% | −210−68.0% | Reduced |
| Boreal Capital Management LLC | 100 | $8.96K | 0.01% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 100 | $8.96K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 100 | $8.96K | 0.00% | +25+33.3% | Added |
| Bay Harbor Wealth Management, LLC | 101 | $9.05K | 0.00% | +29+40.3% | Added |
| Accent Capital Management, LLC | 101 | $9.05K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 106 | $9.45K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 106 | $9.50K | 0.00% | −79−42.7% | Reduced |
| Frazier Financial Advisors, LLC | 106 | $9.53K | 0.01% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 108 | $9.68K | 0.01% | 00.0% | Unchanged |
| Navigoe, LLC | 120 | $10.0K | 0.01% | 00.0% | Unchanged |
| Insight Financial Services | 112 | $10.0K | 0.01% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 112 | $10.0K | 0.01% | +112 | New |
| Princeton Global Asset Management LLC | 114 | $10.2K | 0.00% | −81−41.5% | Reduced |
| Maseco LLP | 116 | $10.4K | 0.00% | −1,642−93.4% | Reduced |
| Acumen Wealth Advisors, LLC | 120 | $10.8K | 0.00% | −317−72.5% | Reduced |
| 1 North Wealth Services LLC | 120 | $10.8K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 120 | $10.8K | 0.00% | −36−23.1% | Reduced |
| SWAN Capital LLC | 124 | $11.1K | 0.00% | +14+12.7% | Added |
| Scarborough Advisors, LLC | 126 | $11.3K | 0.00% | +126 | New |
| CBIZ Investment Advisory Services, LLC | 127 | $11.4K | 0.00% | −150−54.2% | Reduced |
| WPG Advisers, LLC | 131 | $11.7K | 0.01% | −46−26.0% | Reduced |
| XY Capital Ltd | 131 | $11.7K | 0.01% | +131 | New |
| Center for Financial Planning, Inc. | 131 | $11.7K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 132 | $11.8K | 0.00% | −42−24.1% | Reduced |
| Kilter Group LLC | 132 | $11.8K | 0.01% | +24+22.2% | Added |
| Fairway Wealth LLC | 137 | $12.3K | 0.00% | 00.0% | Unchanged |
| Paladin Partners, LLC | 140 | $12.5K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 140 | $12.5K | 0.00% | +140 | New |
| Whipplewood Advisors, LLC | 142 | $12.7K | 0.01% | +129+992.3% | Added |
| Strengthening Families & Communities, LLC | 152 | $13.6K | 0.00% | +152 | New |
| Evelyn Partners Investment Management Services Ltd | 157 | $14.1K | 0.00% | 00.0% | Unchanged |