| West Branch Capital LLC | 1 | $396 | 0.00% | −255−99.6% | Reduced |
| ROSS\JOHNSON & Associates LLC | 1 | $396 | 0.01% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $1.19K | 0.00% | +2+200.0% | Added |
| Pineridge Advisors LLC | 3 | $1.19K | 0.00% | +3 | New |
| Clarity Asset Management, Inc. | 3 | $1.19K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 4 | $1.58K | 0.00% | −3−42.9% | Reduced |
| Cape Investment Advisory, Inc. | 4 | $1.58K | 0.00% | −1−20.0% | Reduced |
| J.Safra Asset Management Corp | 4 | $1.58K | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 4 | $1.58K | 0.00% | +1+33.3% | Added |
| Essential Partners LLC | 4 | $1.58K | 0.00% | +4 | New |
| 1620 Investment Advisors, Inc. | 4 | $1.90K | 0.00% | −1−20.0% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 5 | $1.98K | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 5 | $1.98K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 5 | $1.98K | 0.00% | +3+150.0% | Added |
| Valued Wealth Advisors LLC | 5 | $1.99K | 0.00% | +2+66.7% | Added |
| Global Wealth Strategies & Associates | 6 | $2.37K | 0.00% | 00.0% | Unchanged |
| PMV Capital Advisers, LLC | 6 | $2.37K | 0.01% | +6 | New |
| NVWM, LLC | 7 | $2.77K | 0.00% | −2−22.2% | Reduced |
| PayPay Securities Corp | 7 | $2.77K | 0.14% | −1−12.5% | Reduced |
| ORG Wealth Partners, LLC | 9 | $3.56K | 0.00% | 00.0% | Unchanged |
| Family CFO Inc | 9 | $3.56K | 0.00% | +9 | New |
| Bay Harbor Wealth Management, LLC | 10 | $3.96K | 0.00% | +5+100.0% | Added |
| Parkworth Wealth Management, Inc. | 10 | $3.96K | 0.00% | +8+400.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 10 | $3.96K | 0.00% | +10 | New |
| Stone House Investment Management, LLC | 10 | $3.96K | 0.00% | +10 | New |
| Trifecta Capital Advisors, LLC | 10 | $3.96K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 11 | $4.35K | 0.00% | −6−35.3% | Reduced |
| Pacific Center for Financial Services | 11 | $4.35K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 11 | $4.35K | 0.00% | +11 | New |
| Byrne Asset Management LLC | 12 | $4.75K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 12 | $4.76K | 0.00% | +12 | New |
| Hughes Financial Services, LLC | 13 | $4.87K | 0.00% | −1−7.1% | Reduced |
| City State Bank | 13 | $5.14K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 13 | $5.14K | 0.00% | +3+30.0% | Added |
| Halbert Hargrove Global Advisors, LLC | 13 | $5.14K | 0.00% | −8−38.1% | Reduced |
| Kozak & Associates, Inc. | 13 | $5.15K | 0.00% | −16−55.2% | Reduced |
| City Holding Co | 14 | $5.54K | 0.00% | −74−84.1% | Reduced |
| SWAN Capital LLC | 14 | $5.64K | 0.00% | +14 | New |
| Vermillion & White Wealth Management Group, LLC | 15 | $5.93K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 15 | $5.93K | 0.00% | +2+15.4% | Added |
| Principia Wealth Advisory, LLC | 15 | $5.93K | 0.01% | +4+36.4% | Added |
| Orion Capital Management LLC | 15 | $5.95K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 15 | $6.08K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 16 | $6.33K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 17 | $6.72K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 17 | $6.73K | 0.00% | −1−5.6% | Reduced |
| Cherry Tree Wealth Management, LLC | 17 | $6.73K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 17 | $6.73K | 0.00% | +8+88.9% | Added |
| WealthCollab, LLC | 18 | $7.12K | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 20 | $7.66K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 20 | $7.91K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 20 | $7.91K | 0.00% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 20 | $7.91K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 21 | $8.23K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 21 | $8.32K | 0.00% | −5−19.2% | Reduced |
| Bare Financial Services, Inc | 22 | $8.70K | 0.00% | +15+214.3% | Added |
| LGT Financial Advisors LLC | 22 | $8.70K | 0.02% | +22 | New |
| True Wealth Design, LLC | 22 | $8.81K | 0.00% | −51−69.9% | Reduced |
| Curio Wealth, LLC | 25 | $9.89K | 0.00% | +24+2,400.0% | Added |
| Sound Income Strategies, LLC | 27 | $10.7K | 0.00% | +4+17.4% | Added |
| Penserra Capital Management LLC | 30 | $11.0K | 0.00% | −2,002−98.5% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 28 | $11.1K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 29 | $11.5K | 0.01% | +14+93.3% | Added |
| Redmont Wealth Advisors LLC | 30 | $11.9K | 0.02% | +30 | New |
| Anfield Capital Management, LLC | 31 | $12.3K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 32 | $12.5K | 0.01% | +30+1,500.0% | Added |
| MB, Levis & Associates, LLC | 35 | $13.8K | 0.01% | −8−18.6% | Reduced |
| Delta Asset Management LLC | 35 | $13.8K | 0.00% | 00.0% | Unchanged |
| Spurstone Advisory Services, LLC | 35 | $13.8K | 0.21% | +35 | New |
| IMG Wealth Management, Inc. | 37 | $14.6K | 0.01% | +37 | New |
| Copia Wealth Management | 38 | $15.0K | 0.01% | −5−11.6% | Reduced |
| Country Trust Bank | 40 | $15.8K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 40 | $15.8K | 0.01% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 40 | $15.9K | 0.01% | +40 | New |
| Cedar Mountain Advisors, LLC | 41 | $16.2K | 0.00% | +13+46.4% | Added |
| Barrett & Company, Inc. | 42 | $16.6K | 0.01% | 00.0% | Unchanged |
| LMR Partners LLP | 42 | $16.6K | 0.00% | +42 | New |
| HighMark Wealth Management LLC | 43 | $17.2K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 44 | $17.4K | 0.01% | −16−26.7% | Reduced |
| Coston, McIsaac & Partners | 47 | $18.0K | 0.00% | −16−25.4% | Reduced |
| Caldwell Sutter Capital, Inc. | 47 | $18.6K | 0.01% | 00.0% | Unchanged |
| Centennial Bank | 48 | $19.0K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 50 | $19.8K | 0.01% | −8−13.8% | Reduced |
| Avion Wealth | 51 | $20.0K | 0.00% | +20+64.5% | Added |
| Provenance Wealth Advisors, LLC | 51 | $20.2K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 51 | $20.2K | 0.01% | +7+15.9% | Added |
| Horizon Financial Services, LLC | 52 | $20.6K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 52 | $20.6K | 0.00% | +51+5,100.0% | Added |
| Abound Wealth Management | 56 | $22.0K | 0.01% | −4−6.7% | Reduced |
| Roxbury Financial LLC | 57 | $22.6K | 0.02% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 59 | $23.3K | 0.00% | +31+110.7% | Added |
| Transamerica Financial Advisors, Inc. | 60 | $23.7K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 62 | $24.3K | 0.01% | +1+1.6% | Added |
| Garde Capital, Inc. | 62 | $24.5K | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 63 | $24.9K | 0.02% | 00.0% | Unchanged |
| Mid-American Wealth Advisory Group, Inc. | 65 | $25.7K | 0.01% | +65 | New |
| Nemes Rush Group LLC | 70 | $27.6K | 0.00% | +3+4.5% | Added |
| Islay Capital Management, LLC | 70 | $27.7K | 0.02% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 71 | $28.2K | 0.00% | +71 | New |
| New Millennium Group LLC | 72 | $28.5K | 0.02% | 00.0% | Unchanged |