| Financial Connections Group, Inc. | 9 | $0 | 0.00% | −59−86.8% | Reduced |
| iA Global Asset Management Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 95 | $1 | 0.00% | +95 | New |
| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| Centennial Bank | 0 | $32 | 0.00% | −18−100.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1 | $95 | 0.00% | −195−99.5% | Reduced |
| Intact Investment Management Inc. | 1 | $95 | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 1 | $95 | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 1 | $95 | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 1 | $95 | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 1 | $96 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1 | $96 | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 1 | $99 | 0.00% | 00.0% | Unchanged |
| HWG Holdings LP | 2 | $191 | 0.00% | +2 | New |
| Ibex Wealth Advisors | 2 | $191 | 0.00% | +2 | New |
| Unique Wealth Strategies, LLC | 3 | $266 | 0.00% | +3 | New |
| Tucker Asset Management LLC | 3 | $286 | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 3 | $286 | 0.00% | +3 | New |
| Bullock Wealth Management Group | 3 | $287 | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 3 | $287 | 0.00% | +3 | New |
| NewSquare Capital LLC | 4 | $382 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 4 | $383 | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 4 | $383 | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 5 | $443 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 5 | $476 | 0.00% | +5 | New |
| Nemes Rush Group LLC | 5 | $477 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 6 | $573 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 6 | $573 | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 7 | $668 | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 7 | $668 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 7 | $669 | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 7 | $670 | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 8 | $764 | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 8 | $764 | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 8 | $764 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 8 | $766 | 0.00% | 00.0% | Unchanged |
| Dixon Mitchell Investment Counsel Inc. | 9 | $860 | 0.00% | −24−72.7% | Reduced |
| Cranbrook Wealth Management, LLC | 10 | $955 | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 10 | $955 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 11 | $1.05K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 12 | $1.15K | 0.00% | +12 | New |
| Horizons Wealth Management | 12 | $1.18K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 13 | $1.24K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 14 | $1.34K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 14 | $1.34K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 15 | $1.43K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 15 | $1.43K | 0.00% | +12+400.0% | Added |
| BFSG, LLC | 15 | $1.43K | 0.00% | 00.0% | Unchanged |
| Lynx Investment Advisory | 15 | $1.44K | 0.00% | +15 | New |
| Bogart Wealth, LLC | 16 | $1.53K | 0.00% | −29−64.4% | Reduced |
| Creekmur Asset Management LLC | 16 | $1.53K | 0.00% | −3−15.8% | Reduced |
| Albion Financial Group | 16 | $1.53K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 16 | $1.53K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 16 | $1.53K | 0.00% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 17 | $1.62K | 0.00% | +17 | New |
| Twin Lakes Capital Management, LLC | 17 | $1.63K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 18 | $1.72K | 0.00% | −10−35.7% | Reduced |
| Lummis Asset Management, LP | 19 | $1.81K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 19 | $1.81K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 20 | $1.91K | 0.00% | −12−37.5% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 20 | $1.91K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 25 | $2.00K | 0.00% | +25 | New |
| Avion Wealth | 29 | $2.00K | 0.00% | +26+866.7% | Added |
| Main Street Group, LTD | 22 | $2.10K | 0.00% | 00.0% | Unchanged |
| City State Bank | 23 | $2.20K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 24 | $2.29K | 0.00% | +18+300.0% | Added |
| Delos Wealth Advisors, LLC | 25 | $2.39K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 26 | $2.48K | 0.00% | −5−16.1% | Reduced |
| Peoples Financial Services Corp. | 26 | $2.48K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 26 | $2.48K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 27 | $2.58K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 28 | $2.67K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 28 | $2.67K | 0.00% | +28 | New |
| Maryland Capital Advisors Inc. | 28 | $2.67K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 30 | $2.86K | 0.00% | −2−6.3% | Reduced |
| Birch Capital Management, LLC | 30 | $2.86K | 0.00% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 30 | $2.86K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 30 | $2.86K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 30 | $2.86K | 0.00% | +30 | New |
| Glass Jacobson Investment Advisors llc | 30 | $2.87K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 28 | $3.00K | 0.00% | −75−72.8% | Reduced |
| TSFG, LLC | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 32 | $3.06K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 32 | $3.06K | 0.00% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 33 | $3.15K | 0.00% | +33 | New |
| CarsonAllaria Wealth Management, Ltd. | 33 | $3.15K | 0.00% | +33 | New |
| Baldwin Brothers Inc | 34 | $3.25K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 35 | $3.34K | 0.00% | −72−67.3% | Reduced |
| Kiely Wealth Advisory Group, Inc. | 32 | $3.42K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 36 | $3.44K | 0.00% | −4−10.0% | Reduced |
| Glen Eagle Advisors, LLC | 36 | $3.44K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 36 | $3.44K | 0.00% | −2−5.3% | Reduced |
| Cedar Mountain Advisors, LLC | 38 | $3.64K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 39 | $3.72K | 0.00% | −69−63.9% | Reduced |
| Raleigh Capital Management Inc. | 39 | $3.72K | 0.00% | +20+105.3% | Added |
| Moisand Fitzgerald Tamayo, LLC | 39 | $3.72K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 40 | $3.82K | 0.00% | −13−24.5% | Reduced |
| BNP Paribas | 40 | $3.91K | 0.00% | 00.0% | Unchanged |