| McClarren Financial Advisors, Inc. | 13 | $0 | 0.00% | +13 | New |
| Elequin Capital LP | 1 | $65 | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 3 | $195 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 6 | $388 | 0.00% | +6 | New |
| High Note Wealth, LLC | 7 | $453 | 0.00% | +7 | New |
| Wood Tarver Financial Group, LLC | 10 | $647 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 13 | $840 | 0.00% | +13 | New |
| TD Capital Management LLC | 15 | $970 | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 17 | $1.10K | 0.00% | +17 | New |
| Abound Wealth Management | 18 | $1.17K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 19 | $1.23K | 0.00% | −11−36.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 19 | $1.23K | 0.00% | +19 | New |
| UMA Financial Services, Inc. | 19 | $1.23K | 0.00% | −32−62.7% | Reduced |
| Mattson Financial Services, LLC | 20 | $1.29K | 0.00% | +20 | New |
| Iron Horse Wealth Management, LLC | 21 | $1.36K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 22 | $1.42K | 0.00% | −21−48.8% | Reduced |
| Spectrum Wealth Counsel, LLC | 25 | $1.62K | 0.00% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 27 | $1.75K | 0.00% | +27 | New |
| MJT & Associates Financial Advisory Group, Inc. | 27 | $1.75K | 0.00% | +27 | New |
| Northwest Capital Management Inc | 30 | $1.94K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 30 | $1.94K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 33 | $2.13K | 0.00% | −17−34.0% | Reduced |
| DecisionPoint Financial, LLC | 33 | $2.13K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 33 | $2.13K | 0.00% | +33 | New |
| True Wealth Design, LLC | 37 | $2.39K | 0.00% | +12+48.0% | Added |
| Rossby Financial, LCC | 40 | $2.40K | 0.00% | +40 | New |
| SWAN Capital LLC | 38 | $2.46K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 39 | $2.52K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 47 | $2.56K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 40 | $2.59K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 45 | $2.95K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 48 | $3.10K | 0.00% | +48 | New |
| MorganRosel Wealth Management, LLC | 49 | $3.17K | 0.00% | +49 | New |
| Minot DeBlois Advisors LLC | 50 | $3.23K | 0.00% | −74−59.7% | Reduced |
| Nalls Sherbakoff Group, LLC | 50 | $3.23K | 0.00% | +50 | New |
| Park Square Financial Group, LLC | 52 | $3.36K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 60 | $3.40K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 53 | $3.43K | 0.00% | −47−47.0% | Reduced |
| Capital A Wealth Management, LLC | 53 | $3.43K | 0.00% | 00.0% | Unchanged |
| Motco | 56 | $3.62K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 56 | $3.62K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 58 | $3.75K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 60 | $3.88K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 61 | $3.95K | 0.00% | −115−65.3% | Reduced |
| Creekmur Asset Management LLC | 63 | $4.08K | 0.00% | −3−4.5% | Reduced |
| Delta Asset Management LLC | 66 | $4.27K | 0.00% | +66 | New |
| Morton Brown Family Wealth, LLC | 67 | $4.33K | 0.00% | +67 | New |
| Trust Co of Vermont | 68 | $4.40K | 0.00% | +68 | New |
| Prudent Man Investment Management, Inc. | 81 | $4.42K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 69 | $4.46K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 72 | $4.66K | 0.00% | +72 | New |
| Atlantic Edge Private Wealth Management, LLC | 75 | $4.85K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 76 | $4.92K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 76 | $4.92K | 0.00% | −99−56.6% | Reduced |
| Avion Wealth | 110 | $5.00K | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 81 | $5.24K | 0.01% | +81 | New |
| Highline Wealth Partners LLC | 82 | $5.30K | 0.00% | +42+105.0% | Added |
| Stuart Chaussee & Associates, Inc. | 83 | $5.37K | 0.00% | 00.0% | Unchanged |
| Atala Financial Inc | 86 | $5.56K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 87 | $5.63K | 0.00% | +87 | New |
| Binnacle Investments Inc | 92 | $5.95K | 0.00% | +92 | New |
| Cornerstone Planning Group LLC | 106 | $6.22K | 0.00% | +24+29.3% | Added |
| Toth Financial Advisory Corp | 100 | $6.47K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 100 | $6.47K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 100 | $6.47K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 100 | $6.47K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 101 | $6.53K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 103 | $6.66K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 108 | $6.99K | 0.01% | +1+0.9% | Added |
| Hazlett, Burt & Watson, Inc. | 110 | $7.00K | 0.00% | −471−81.1% | Reduced |
| Caldwell Sutter Capital, Inc. | 111 | $7.18K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 116 | $7.50K | 0.00% | −77−39.9% | Reduced |
| ESL Trust Services, LLC | 120 | $7.76K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 122 | $7.89K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 123 | $7.96K | 0.01% | −294−70.5% | Reduced |
| Coston, McIsaac & Partners | 137 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 124 | $8.02K | 0.00% | +8+6.9% | Added |
| Financial Perspectives, Inc | 132 | $8.54K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 133 | $8.60K | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 135 | $8.73K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 141 | $9.12K | 0.00% | −21−13.0% | Reduced |
| Hallmark Capital Management Inc | 141 | $9.12K | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 150 | $9.70K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 151 | $9.77K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 152 | $9.83K | 0.01% | +152 | New |
| Millstone Evans Group, LLC | 154 | $9.96K | 0.01% | 00.0% | Unchanged |
| YANKCOM Partnership | 158 | $10.2K | 0.01% | +158 | New |
| Trivant Custom Portfolio Group, LLC | 160 | $10.3K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 181 | $11.7K | 0.00% | +8+4.6% | Added |
| Hara Capital LLC | 185 | $12.0K | 0.01% | −135−42.2% | Reduced |
| Glen Eagle Advisors, LLC | 186 | $12.0K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 186 | $12.0K | 0.00% | −14−7.0% | Reduced |
| Beacon Capital Management, LLC | 187 | $12.1K | 0.00% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 193 | $12.5K | 0.00% | +193 | New |
| Ameriflex Group, Inc. | 200 | $12.9K | 0.01% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 200 | $12.9K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 200 | $12.9K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 200 | $12.9K | 0.01% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 200 | $12.9K | 0.01% | 00.0% | Unchanged |