| Evolution Wealth Management Inc. | 1 | $60 | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1 | $60 | 0.00% | +1 | New |
| Bear Mountain Capital, Inc. | 2 | $122 | 0.00% | +2 | New |
| Strategic Wealth Partners, Ltd. | 13 | $776 | 0.00% | −650−98.0% | Reduced |
| Cornerstone Planning Group LLC | 17 | $943 | 0.00% | −48−73.8% | Reduced |
| ESL Trust Services, LLC | 16 | $955 | 0.00% | +16 | New |
| Global Wealth Strategies & Associates | 17 | $1.01K | 0.00% | +17 | New |
| Abound Wealth Management | 18 | $1.07K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 20 | $1.19K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 21 | $1.25K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 23 | $1.37K | 0.00% | −4−14.8% | Reduced |
| Palisade Asset Management, LLC | 24 | $1.43K | 0.00% | +24 | New |
| Minot DeBlois Advisors LLC | 25 | $1.49K | 0.00% | −25−50.0% | Reduced |
| American Capital Advisory, LLC | 25 | $1.49K | 0.00% | +25 | New |
| Creative Financial Designs Inc | 28 | $1.67K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 30 | $1.79K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 33 | $1.97K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 36 | $2.18K | 0.00% | +3+9.1% | Added |
| Kerr Financial Planning Corp | 35 | $2.30K | 0.00% | +35 | New |
| Granite FO LLC | 39 | $2.33K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 43 | $2.57K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 44 | $2.63K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 45 | $2.73K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 48 | $2.90K | 0.00% | +1+2.1% | Added |
| Abich Financial Wealth Management LLC | 49 | $2.92K | 0.00% | +49 | New |
| Nalls Sherbakoff Group, LLC | 50 | $2.98K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 57 | $3.00K | 0.00% | +57 | New |
| Rossby Financial, LCC | 52 | $3.14K | 0.00% | +12+30.0% | Added |
| Motco | 56 | $3.34K | 0.00% | −36−39.1% | Reduced |
| Harbor Investment Advisory, LLC | 56 | $3.34K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 56 | $3.34K | 0.00% | +16+40.0% | Added |
| SWAN Capital LLC | 59 | $3.52K | 0.00% | −21−26.3% | Reduced |
| City Holding Co | 60 | $3.58K | 0.00% | +60 | New |
| Halbert Hargrove Global Advisors, LLC | 63 | $3.76K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 65 | $3.88K | 0.00% | +65 | New |
| Delta Asset Management LLC | 66 | $3.94K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 75 | $4.00K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 68 | $4.06K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 69 | $4.12K | 0.00% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 72 | $4.30K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 72 | $4.30K | 0.00% | +72 | New |
| Prudent Man Investment Management, Inc. | 81 | $4.42K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 74 | $4.42K | 0.00% | +74 | New |
| Atlantic Edge Private Wealth Management, LLC | 75 | $4.48K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 76 | $4.54K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 79 | $4.72K | 0.00% | +12+17.9% | Added |
| Coston, McIsaac & Partners | 94 | $5.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 86 | $5.00K | 0.00% | +86 | New |
| Wolff Wiese Magana LLC | 85 | $5.07K | 0.00% | +13+18.1% | Added |
| Stone House Investment Management, LLC | 87 | $5.19K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 90 | $5.37K | 0.01% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 92 | $5.49K | 0.00% | +92 | New |
| Principia Wealth Advisory, LLC | 99 | $5.91K | 0.00% | +59+147.5% | Added |
| North Star Investment Management Corp. | 100 | $5.97K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 100 | $5.97K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 100 | $5.97K | 0.00% | +100 | New |
| New England Capital Financial Advisors LLC | 101 | $6.03K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 102 | $6.09K | 0.00% | −12−10.5% | Reduced |
| Silicon Valley Capital Partners | 104 | $6.21K | 0.00% | +104 | New |
| Hara Capital LLC | 105 | $6.27K | 0.00% | −80−43.2% | Reduced |
| WPG Advisers, LLC | 106 | $6.33K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 111 | $6.63K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 110 | $6.67K | 0.01% | +110 | New |
| Quest 10 Wealth Builders, Inc. | 118 | $7.04K | 0.01% | +11+10.3% | Added |
| Boreal Capital Management LLC | 118 | $7.16K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 132 | $7.88K | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 135 | $8.06K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 136 | $8.12K | 0.01% | 00.0% | Unchanged |
| Baillie Gifford & Co | 138 | $8.24K | 0.00% | +10+7.8% | Added |
| Kozak & Associates, Inc. | 131 | $8.52K | 0.00% | +71+118.3% | Added |
| Kentucky Trust Co | 150 | $8.95K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 151 | $9.01K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 151 | $9.01K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 154 | $9.19K | 0.01% | 00.0% | Unchanged |
| YANKCOM Partnership | 158 | $9.43K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 158 | $9.43K | 0.00% | +42+36.2% | Added |
| Piscataqua Savings Bank | 160 | $9.55K | 0.01% | −177−52.5% | Reduced |
| Retirement Wealth Solutions LLC | 165 | $9.85K | 0.01% | +104+170.5% | Added |
| Glen Eagle Advisors, LLC | 186 | $11.1K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 190 | $11.3K | 0.00% | −5−2.6% | Reduced |
| Proffitt & Goodson Inc | 199 | $11.9K | 0.00% | +199 | New |
| Gold Investment Management Ltd. | 200 | $11.9K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 200 | $11.9K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 200 | $11.9K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 200 | $11.9K | 0.01% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 200 | $11.9K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 200 | $11.9K | 0.00% | +200 | New |
| JPL Wealth Management, LLC | 200 | $11.9K | 0.00% | +200 | New |
| Pingora Partners LLC | 209 | $12.5K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 214 | $12.8K | 0.00% | +82+62.1% | Added |
| Newbridge Financial Services Group, Inc. | 216 | $12.9K | 0.00% | +3+1.4% | Added |
| Asset Dedication, LLC | 216 | $12.9K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 222 | $13.0K | 0.00% | 00.0% | Unchanged |
| LOM Asset Management Ltd | 210 | $13.0K | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 218 | $13.0K | 0.00% | +218 | New |
| Union Bancaire Privee, UBP SA | 212 | $13.4K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 245 | $14.6K | 0.00% | 00.0% | Unchanged |
| American National Bank | 257 | $15.3K | 0.00% | −903−77.8% | Reduced |
| Boyd Watterson Asset Management LLC | 266 | $15.9K | 0.00% | −63−19.1% | Reduced |