| Wood Tarver Financial Group, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 1 | $61 | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 1 | $61 | 0.00% | +1 | New |
| High Note Wealth, LLC | 4 | $246 | 0.00% | −3−42.9% | Reduced |
| Total Investment Management Inc | 8 | $491 | 0.00% | +8 | New |
| Olistico Wealth, LLC | 18 | $1.10K | 0.00% | +18 | New |
| Abound Wealth Management | 18 | $1.11K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 19 | $1.17K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 20 | $1.22K | 0.00% | +1+5.3% | Added |
| Iron Horse Wealth Management, LLC | 21 | $1.29K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 21 | $1.29K | 0.00% | +21 | New |
| Kilter Group LLC | 23 | $1.41K | 0.00% | +23 | New |
| MJT & Associates Financial Advisory Group, Inc. | 27 | $1.66K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 28 | $1.72K | 0.00% | −20−41.7% | Reduced |
| Northwest Capital Management Inc | 30 | $1.84K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 30 | $1.84K | 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 | $2.03K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 33 | $2.04K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 35 | $2.15K | 0.00% | −2−5.4% | Reduced |
| Granite FO LLC | 39 | $2.39K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 40 | $2.46K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 40 | $2.46K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 40 | $2.46K | 0.00% | +40 | New |
| Morse Asset Management, Inc | 43 | $2.64K | 0.00% | +43 | New |
| Albion Financial Group | 44 | $2.70K | 0.00% | −32−42.1% | Reduced |
| Salomon & Ludwin, LLC | 44 | $2.79K | 0.00% | +22+100.0% | Added |
| Valued Wealth Advisors LLC | 45 | $2.81K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 47 | $2.95K | 0.00% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 49 | $3.01K | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 50 | $3.07K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 50 | $3.07K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 52 | $3.19K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 53 | $3.25K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 56 | $3.44K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 57 | $3.50K | 0.00% | +57 | New |
| Retirement Wealth Solutions LLC | 61 | $3.75K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 60 | $3.75K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 63 | $3.87K | 0.00% | −251−79.9% | Reduced |
| Cornerstone Planning Group LLC | 65 | $3.92K | 0.00% | −41−38.7% | Reduced |
| Nemes Rush Group LLC | 65 | $3.99K | 0.00% | +65 | New |
| Briaud Financial Planning, Inc | 70 | $4.00K | 0.00% | +70 | New |
| Delta Asset Management LLC | 66 | $4.05K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 67 | $4.11K | 0.00% | −15−18.3% | Reduced |
| Morton Brown Family Wealth, LLC | 67 | $4.11K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 68 | $4.17K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 69 | $4.24K | 0.00% | 00.0% | Unchanged |
| Prudent Man Investment Management, Inc. | 81 | $4.42K | 0.00% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 72 | $4.42K | 0.00% | +72 | New |
| Wolff Wiese Magana LLC | 72 | $4.42K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 75 | $4.61K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 76 | $4.67K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 80 | $4.91K | 0.00% | +42+110.5% | Added |
| Kennebec Savings Bank | 81 | $4.97K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 94 | $5.00K | 0.00% | −43−31.4% | Reduced |
| Hazlett, Burt & Watson, Inc. | 75 | $5.00K | 0.00% | −35−31.8% | Reduced |
| First PREMIER Bank | 85 | $5.00K | 0.00% | +85 | New |
| Stuart Chaussee & Associates, Inc. | 83 | $5.09K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 87 | $5.34K | 0.00% | 00.0% | Unchanged |
| Motco | 92 | $5.48K | 0.00% | +36+64.3% | Added |
| Redmont Wealth Advisors LLC | 90 | $5.53K | 0.01% | +90 | New |
| Wealth Preservation Advisors, LLC | 95 | $5.83K | 0.00% | +95 | New |
| North Star Investment Management Corp. | 100 | $6.14K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 100 | $6.14K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 101 | $6.20K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 101 | $6.20K | 0.00% | +101 | New |
| Transce3nd, LLC | 103 | $6.32K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 106 | $6.51K | 0.01% | −17−13.8% | Reduced |
| Quest 10 Wealth Builders, Inc. | 107 | $6.57K | 0.01% | −1−0.9% | Reduced |
| Caldwell Sutter Capital, Inc. | 111 | $6.81K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 114 | $7.00K | 0.00% | +95+500.0% | Added |
| Pinnacle Bancorp, Inc. | 116 | $7.12K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 118 | $7.36K | 0.01% | +118 | New |
| Adirondack Trust Co | 122 | $7.49K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 128 | $7.86K | 0.00% | +70+120.7% | Added |
| Financial Perspectives, Inc | 132 | $8.10K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 132 | $8.10K | 0.00% | +8+6.5% | Added |
| Kathleen S. Wright Associates Inc. | 135 | $8.29K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 136 | $8.35K | 0.01% | −16−10.5% | Reduced |
| Kentucky Trust Co | 150 | $9.21K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 151 | $9.27K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 151 | $9.27K | 0.01% | +148+4,933.3% | Added |
| Millstone Evans Group, LLC | 154 | $9.45K | 0.01% | 00.0% | Unchanged |
| YANKCOM Partnership | 158 | $9.70K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 170 | $10.4K | 0.01% | +78+84.8% | Added |
| Hara Capital LLC | 185 | $11.4K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 186 | $11.4K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 187 | $11.5K | 0.00% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 193 | $11.7K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 195 | $12.0K | 0.00% | +162+490.9% | Added |
| Colonial Trust Advisors | 198 | $12.2K | 0.00% | −2,627−93.0% | Reduced |
| Vermillion Wealth Management, Inc. | 200 | $12.3K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 200 | $12.3K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 200 | $12.3K | 0.01% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 200 | $12.3K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 200 | $12.3K | 0.01% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 200 | $12.4K | 0.00% | 00.0% | Unchanged |
| Pingora Partners LLC | 209 | $12.8K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 222 | $13.0K | 0.00% | +112+101.8% | Added |
| LOM Asset Management Ltd | 210 | $13.0K | 0.00% | +210 | New |