| Centerpoint Advisors, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $9 | 0.00% | 0 | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 1 | $45 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 444 | $106 | 0.07% | −271−37.9% | Reduced |
| Caitlin John, LLC | 1 | $148 | 0.00% | −35−97.2% | Reduced |
| Disciplina Capital Management LLC | 1 | $190 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 2 | $296 | 0.00% | −93−97.9% | Reduced |
| New Millennium Group LLC | 2 | $330 | 0.00% | +2 | New |
| Private Ocean, LLC | 3 | $444 | 0.00% | +3 | New |
| Cultivar Capital, Inc. | 3 | $480 | 0.00% | +3 | New |
| WestEnd Advisors, LLC | 4 | $592 | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 5 | $741 | 0.00% | −100−95.2% | Reduced |
| Vista Private Wealth Partners. LLC | 6 | $889 | 0.00% | +6 | New |
| MeadowBrook Investment Advisors LLC | 7 | $1.04K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 7 | $1.04K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 7 | $1.04K | 0.00% | 00.0% | Unchanged |
| DB Fitzpatrick & Co, Inc | 8 | $1.18K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 10 | $1.48K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 10 | $1.52K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 11 | $1.62K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 11 | $1.63K | 0.00% | −55−83.3% | Reduced |
| PayPay Securities Corp | 13 | $1.93K | 0.16% | −2−13.3% | Reduced |
| PFG Private Wealth Management, LLC | 14 | $2.07K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 14 | $2.07K | 0.00% | +14 | New |
| Hoese & Co LLP | 14 | $2.19K | 0.00% | +14 | New |
| Anfield Capital Management, LLC | 15 | $2.22K | 0.00% | +15 | New |
| Spectrum Wealth Counsel, LLC | 16 | $2.37K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 16 | $2.37K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 17 | $2.51K | 0.00% | −43−71.7% | Reduced |
| Pineridge Advisors LLC | 17 | $2.52K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 17 | $2.55K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 20 | $2.96K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 20 | $2.96K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 20 | $2.96K | 0.00% | +4+25.0% | Added |
| Fortis Group Advisors, LLC | 23 | $3.40K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 23 | $3.40K | 0.00% | +23 | New |
| Bradley & Co. Private Wealth Management, LLC | 24 | $3.55K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 25 | $3.70K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 25 | $3.70K | 0.00% | +25 | New |
| Signature Resources Capital Management, LLC | 26 | $3.86K | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 28 | $4.14K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 28 | $4.14K | 0.00% | +28 | New |
| Country Trust Bank | 32 | $4.74K | 0.00% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 38 | $5.00K | 0.00% | −38−50.0% | Reduced |
| MB, Levis & Associates, LLC | 34 | $5.03K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 34 | $5.03K | 0.00% | +34 | New |
| TFC Financial Management | 34 | $5.06K | 0.00% | −2−5.6% | Reduced |
| Eukles Asset Management | 35 | $5.18K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 36 | $5.25K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 36 | $5.35K | 0.00% | −12−25.0% | Reduced |
| Atwood & Palmer Inc | 37 | $5.48K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 38 | $5.66K | 0.00% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 32 | $5.67K | 0.00% | +32 | New |
| Northwest Bank & Trust Co | 40 | $5.92K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 44 | $6.51K | 0.00% | +7+18.9% | Added |
| Dunhill Financial, LLC | 48 | $7.10K | 0.00% | +10+26.3% | Added |
| Bear Mountain Capital, Inc. | 47 | $7.18K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 49 | $7.25K | 0.01% | −100−67.1% | Reduced |
| Miller Wealth Advisors, LLC | 50 | $7.40K | 0.00% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 57 | $8.44K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 57 | $8.44K | 0.00% | +33+137.5% | Added |
| New Age Alpha Advisors, LLC | 58 | $8.59K | 0.00% | +58 | New |
| Princeton Global Asset Management LLC | 59 | $8.73K | 0.00% | +59 | New |
| JDM Financial Group LLC | 60 | $8.88K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 61 | $8.99K | 0.00% | +1+1.7% | Added |
| 1832 Asset Management L.P. | 61 | $9.03K | 0.00% | −65−51.6% | Reduced |
| First Financial Corp | 65 | $9.62K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $9.62K | 0.01% | – | New |
| Clear Point Advisors Inc. | 68 | $10.1K | 0.01% | 00.0% | Unchanged |
| Fairway Wealth LLC | 70 | $10.4K | 0.01% | +70 | New |
| CGC Financial Services, LLC | 73 | $10.8K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 74 | $11.0K | 0.01% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 79 | $11.7K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 79 | $11.7K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 81 | $12.0K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 85 | $12.6K | 0.01% | −47−35.6% | Reduced |
| Wolff Wiese Magana LLC | 85 | $12.7K | 0.01% | 00.0% | Unchanged |
| Arrow Financial Corp | 86 | $12.7K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 91 | $13.5K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 94 | $14.0K | 0.00% | +17+22.1% | Added |
| Cedar Wealth Management, LLC | 97 | $14.4K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 100 | $14.8K | 0.00% | +100 | New |
| Tower View Investment Management & Research LLC | 100 | $14.9K | 0.01% | 00.0% | Unchanged |
| SWS Partners | 102 | $15.1K | 0.00% | +102 | New |
| Creekmur Asset Management LLC | 103 | $15.2K | 0.00% | +7+7.3% | Added |
| West Financial Advisors, LLC | 103 | $15.2K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 105 | $15.5K | 0.01% | +1+1.0% | Added |
| Robinswood Financial LLC | 108 | $16.1K | 0.01% | +108 | New |
| Financial Network Wealth Advisors LLC | 110 | $16.3K | 0.01% | +110 | New |
| Liberty One Investment Management, LLC | 114 | $17.0K | 0.00% | −5−4.2% | Reduced |
| Wiser Advisor Group LLC | 118 | $17.4K | 0.03% | +2+1.7% | Added |
| Centennial Bank | 120 | $17.8K | 0.01% | −6−4.8% | Reduced |
| BFSG, LLC | 121 | $17.9K | 0.00% | −6,883−98.3% | Reduced |
| Godsey & Gibb Associates | 125 | $18.5K | 0.00% | −49−28.2% | Reduced |
| Pacifica Partners Inc. | 130 | $18.8K | 0.01% | +130 | New |
| Hazlett, Burt & Watson, Inc. | 125 | $19.0K | 0.01% | +1+0.8% | Added |
| Mascoma Wealth Management LLC | 132 | $19.5K | 0.01% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 134 | $19.8K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 141 | $20.0K | 0.00% | −3−2.1% | Reduced |
| Global Wealth Strategies & Associates | 137 | $20.3K | 0.01% | 00.0% | Unchanged |