| TD Capital Management LLC | 1 | $360 | 0.00% | +1 | New |
| Sugar Maple Asset Management, LLC | 1 | $360 | 0.00% | +1 | New |
| MPWM Advisory Solutions, LLC | 1 | $360 | 0.00% | +1 | New |
| West Branch Capital LLC | 1 | $361 | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 2 | $720 | 0.00% | +2 | New |
| Parkworth Wealth Management, Inc. | 2 | $720 | 0.00% | +2 | New |
| Beaird Harris Wealth Management, LLC | 2 | $721 | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 3 | $1.08K | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 3 | $1.08K | 0.00% | +3 | New |
| Valued Wealth Advisors LLC | 3 | $1.08K | 0.00% | −1−25.0% | Reduced |
| Chesapeake Asset Management LLC | 4 | $1.44K | 0.00% | −6−60.0% | Reduced |
| NVWM, LLC | 4 | $1.44K | 0.00% | 00.0% | Unchanged |
| Measured Risk Portfolios, Inc. | 4 | $1.44K | 0.00% | +4 | New |
| J.Safra Asset Management Corp | 4 | $1.45K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 5 | $1.73K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 5 | $1.80K | 0.00% | +1+25.0% | Added |
| Minot DeBlois Advisors LLC | 5 | $1.80K | 0.00% | +5 | New |
| Cape Investment Advisory, Inc. | 5 | $1.80K | 0.00% | +5 | New |
| Global Wealth Strategies & Associates | 6 | $2.16K | 0.00% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 7 | $2.52K | 0.00% | +7 | New |
| Winnow Wealth LLC | 8 | $2.57K | 0.00% | +8 | New |
| Caitlin John, LLC | 7 | $2.58K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 8 | $2.88K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 8 | $2.88K | 0.12% | +8 | New |
| Quest Partners LLC | 9 | $3.24K | 0.00% | −272−96.8% | Reduced |
| Iron Horse Wealth Management, LLC | 9 | $3.24K | 0.00% | 00.0% | Unchanged |
| Family CFO Inc | 9 | $3.24K | 0.00% | +9 | New |
| Tidemark, LLC | 9 | $3.24K | 0.00% | +9 | New |
| NBC Securities, Inc. | 9 | $3.58K | 0.33% | −10,010−99.9% | Reduced |
| Trifecta Capital Advisors, LLC | 10 | $3.60K | 0.00% | −39−79.6% | Reduced |
| Aspect Partners, LLC | 10 | $3.60K | 0.00% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 10 | $3.61K | 0.00% | +10 | New |
| Pacific Center for Financial Services | 11 | $3.96K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 11 | $4.05K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 11 | $4.05K | 0.00% | +5+83.3% | Added |
| Byrne Asset Management LLC | 12 | $4.32K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 12 | $4.32K | 0.00% | +12 | New |
| Principia Wealth Advisory, LLC | 12 | $4.32K | 0.00% | +12 | New |
| FLP Wealth Management, LLC | 12 | $4.45K | 0.01% | +12 | New |
| Sound Income Strategies, LLC | 13 | $4.68K | 0.00% | 00.0% | Unchanged |
| City State Bank | 13 | $4.68K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 13 | $4.68K | 0.00% | +13 | New |
| Kozak & Associates, Inc. | 13 | $4.72K | 0.00% | −2−13.3% | Reduced |
| City Holding Co | 14 | $5.04K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 14 | $5.04K | 0.01% | +14 | New |
| Financial Life Planners | 15 | $5.30K | 0.00% | +15 | New |
| Vermillion & White Wealth Management Group, LLC | 15 | $5.40K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 16 | $5.76K | 0.00% | −9−36.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 16 | $5.76K | 0.00% | +1+6.7% | Added |
| WealthTrak Capital Management LLC | 16 | $5.76K | 0.00% | +16 | New |
| Copeland Capital Management, LLC | 17 | $6.12K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 17 | $6.12K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 17 | $6.12K | 0.00% | +17 | New |
| Strategic Investment Solutions, Inc. | 21 | $6.14K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 18 | $6.48K | 0.00% | −81−81.8% | Reduced |
| WealthCollab, LLC | 18 | $6.48K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 20 | $7.20K | 0.00% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 20 | $7.20K | 0.00% | 00.0% | Unchanged |
| FPC Investment Advisory, Inc. | 19 | $7.43K | 0.01% | +19 | New |
| Heritage Wealth Advisors | 26 | $9.36K | 0.00% | +5+23.8% | Added |
| Fairfield Financial Advisors, LTD | 26 | $9.39K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 27 | $9.72K | 0.00% | −21−43.8% | Reduced |
| Raffa Wealth Management, LLC | 28 | $10.1K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 28 | $10.1K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 30 | $10.8K | 0.00% | +24+400.0% | Added |
| Pineridge Advisors LLC | 30 | $10.8K | 0.00% | +30 | New |
| Avion Wealth | 31 | $11.0K | 0.00% | +5+19.2% | Added |
| REAP Financial Group, LLC | 33 | $11.7K | 0.00% | −40−54.8% | Reduced |
| Delta Asset Management LLC | 35 | $12.6K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 36 | $12.8K | 0.00% | +1+2.9% | Added |
| Robinswood Financial LLC | 37 | $13.7K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 41 | $14.8K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 41 | $14.8K | 0.00% | +11+36.7% | Added |
| Barrett & Company, Inc. | 42 | $15.1K | 0.01% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 43 | $15.5K | 0.01% | −13−23.2% | Reduced |
| Global Financial Private Client, LLC | 43 | $15.5K | 0.01% | +3+7.5% | Added |
| Copia Wealth Management | 43 | $15.5K | 0.01% | +43 | New |
| HighMark Wealth Management LLC | 43 | $15.6K | 0.01% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 44 | $15.8K | 0.01% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 44 | $15.8K | 0.01% | +44 | New |
| PSI Advisors, LLC | 44 | $15.8K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 48 | $17.3K | 0.01% | 00.0% | Unchanged |
| First Pacific Financial | 48 | $17.4K | 0.00% | 00.0% | Unchanged |
| Bray Capital Advisors | 50 | $18.0K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 50 | $18.0K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 50 | $18.1K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 51 | $18.4K | 0.00% | 00.0% | Unchanged |
| R Squared Ltd | 54 | $19.4K | 0.02% | +54 | New |
| Glass Jacobson Investment Advisors llc | 54 | $19.4K | 0.01% | +54 | New |
| Pathway Financial Advisers, LLC | 58 | $20.7K | 0.01% | +1+1.8% | Added |
| Cetera Trust Company, N.A | 58 | $20.9K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 60 | $22.0K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 63 | $22.0K | 0.01% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 61 | $22.0K | 0.01% | 00.0% | Unchanged |
| Roxbury Financial LLC | 56 | $22.3K | 0.02% | +56 | New |
| Disciplina Capital Management LLC | 63 | $22.7K | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 63 | $22.7K | 0.02% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 66 | $23.0K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 64 | $23.1K | 0.01% | −1−1.5% | Reduced |
| Nemes Rush Group LLC | 67 | $24.0K | 0.00% | +29+76.3% | Added |