| Coston, McIsaac & Partners | 1 | $0 | 0.00% | +1 | New |
| Global Trust Asset Management, LLC | 0 | $42 | 0.00% | 0 | New |
| Atlas Capital Advisors LLC | 1 | $484 | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 1 | $485 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 1 | $485 | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 1 | $485 | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 1 | $485 | 0.00% | +1 | New |
| Private Wealth Management Group, LLC | 1 | $485 | 0.00% | +1 | New |
| Nvest Wealth Strategies, Inc. | 1 | $485 | 0.00% | +1 | New |
| Plante Moran Financial Advisors, LLC | 1 | $659 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 2 | $970 | 0.00% | −18−90.0% | Reduced |
| Quaker Wealth Management, LLC | 2 | $970 | 0.00% | −4−66.7% | Reduced |
| DecisionPoint Financial, LLC | 2 | $970 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 2 | $970 | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 2 | $970 | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 2 | $970 | 0.00% | 00.0% | Unchanged |
| Imprint Wealth LLC | 2 | $970 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 2 | $970 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2 | $970 | 0.00% | +1+100.0% | Added |
| PayPay Securities Corp | 2 | $1.06K | 0.04% | 00.0% | Unchanged |
| BankPlus Trust Department | 3 | $1.46K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 3 | $1.46K | 0.00% | +3 | New |
| Blume Capital Management, Inc. | 4 | $1.94K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 4 | $1.94K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 4 | $1.94K | 0.00% | +4 | New |
| Merkkuri Wealth Advisors LLC | 5 | $2.24K | 0.00% | +5 | New |
| Bullock Wealth Management Group | 5 | $2.35K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 5 | $2.42K | 0.00% | −1−16.7% | Reduced |
| Godsey & Gibb Associates | 5 | $2.42K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 5 | $2.42K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $2.42K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 5 | $2.42K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 5 | $2.42K | 0.00% | +2+66.7% | Added |
| Wall Street Financial Group, Inc. | 5 | $2.42K | 0.00% | +5 | New |
| Capital & Planning, LLC | 5 | $2.42K | 0.00% | +5 | New |
| Dogwood Wealth Management LLC | 5 | $2.42K | 0.00% | +5 | New |
| Your Advocates Ltd., LLP | 6 | $2.91K | 0.00% | −4−40.0% | Reduced |
| Stone House Investment Management, LLC | 6 | $2.91K | 0.00% | +1+20.0% | Added |
| Brown, Lisle/Cummings, Inc. | 7 | $3.24K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 8 | $3.36K | 0.00% | +8 | New |
| Costello Asset Management, INC | 7 | $3.39K | 0.00% | −12−63.2% | Reduced |
| C M Bidwell & Associates Ltd | 7 | $3.39K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 7 | $3.39K | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 7 | $3.40K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 8 | $3.88K | 0.00% | −15−65.2% | Reduced |
| Principia Wealth Advisory, LLC | 8 | $3.88K | 0.00% | +2+33.3% | Added |
| Bogart Wealth, LLC | 9 | $4.36K | 0.00% | +7+350.0% | Added |
| Richardson Capital Management LLC | 9 | $4.36K | 0.00% | +9 | New |
| Benson Wealth Management INC | 9 | $4.36K | 0.01% | +9 | New |
| Bare Financial Services, Inc | 10 | $4.85K | 0.00% | −5−33.3% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $4.85K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 10 | $4.85K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 10 | $4.85K | 0.00% | +1+11.1% | Added |
| Cedar Mountain Advisors, LLC | 10 | $4.85K | 0.00% | +2+25.0% | Added |
| Orion Capital Management LLC | 10 | $4.85K | 0.00% | +10 | New |
| Salem Investment Counselors Inc | 10 | $4.85K | 0.00% | +10 | New |
| Strategic Wealth Advisors LLC | 12 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 12 | $5.26K | 0.00% | +6+100.0% | Added |
| ORG Wealth Partners, LLC | 11 | $5.33K | 0.00% | −29−72.5% | Reduced |
| Southern Michigan Bank & Trust | 11 | $5.33K | 0.00% | +11 | New |
| Financially Speaking Inc | 11 | $5.33K | 0.03% | −5−31.3% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 13 | $5.45K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 12 | $5.82K | 0.00% | +9+300.0% | Added |
| Hazlett, Burt & Watson, Inc. | 13 | $6.00K | 0.00% | +1+8.3% | Added |
| J.Safra Asset Management Corp | 13 | $6.30K | 0.00% | −101−88.6% | Reduced |
| Sherman Asset Management, Inc. | 13 | $6.30K | 0.01% | 00.0% | Unchanged |
| Philadelphia Investment Partners, LLC | 13 | $6.30K | 0.00% | +13 | New |
| Prestige Wealth Management Group LLC | 14 | $6.79K | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 14 | $6.79K | 0.00% | +1+7.7% | Added |
| Wealth Preservation Advisors, LLC | 14 | $6.79K | 0.01% | +14 | New |
| Hager Investment Management Services, LLC | 15 | $7.27K | 0.00% | −13−46.4% | Reduced |
| Nalls Sherbakoff Group, LLC | 15 | $7.27K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 15 | $7.27K | 0.00% | +6+66.7% | Added |
| Financial Consulate, Inc | 15 | $7.27K | 0.00% | +6+66.7% | Added |
| Cranbrook Wealth Management, LLC | 16 | $7.76K | 0.00% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 16 | $7.76K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 16 | $7.76K | 0.01% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 16 | $7.76K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 17 | $8.24K | 0.00% | −5−22.7% | Reduced |
| TD Capital Management LLC | 17 | $8.24K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 17 | $8.24K | 0.00% | +7+70.0% | Added |
| Atlantic Trust, LLC | 17 | $8.24K | 0.00% | +4+30.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 17 | $8.62K | 0.00% | −4−19.0% | Reduced |
| Fortitude Family Office, LLC | 18 | $8.73K | 0.00% | −12−40.0% | Reduced |
| Chilton Capital Management LLC | 18 | $8.73K | 0.00% | −36−66.7% | Reduced |
| Armstrong Advisory Group, Inc | 18 | $8.73K | 0.00% | +18 | New |
| 1620 Investment Advisors, Inc. | 20 | $9.70K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 20 | $10.0K | 0.00% | +5+33.3% | Added |
| Avalon Trust Co | 21 | $10.2K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 22 | $10.7K | 0.00% | +9+69.2% | Added |
| TopTier Wealth Management, LLC | 22 | $10.7K | 0.01% | +22 | New |
| Center for Financial Planning, Inc. | 22 | $10.7K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 22 | $10.9K | 0.00% | −27−55.1% | Reduced |
| Evermay Wealth Management LLC | 23 | $11.2K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 23 | $11.2K | 0.01% | +1+4.5% | Added |
| NBT Bank N A | 24 | $11.6K | 0.00% | +24 | New |
| Comprehensive Financial Planning, Inc. | 25 | $12.1K | 0.01% | +25 | New |
| DiNuzzo Private Wealth, Inc. | 25 | $12.1K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 25 | $12.1K | 0.00% | +5+25.0% | Added |
| Morton Brown Family Wealth, LLC | 25 | $12.1K | 0.00% | +20+400.0% | Added |