| iA Global Asset Management Inc. | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| Centennial Bank | 0 | $37 | 0.00% | 0 | Unchanged |
| Gen-Wealth Partners Inc | 1 | $103 | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 1 | $112 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1 | $112 | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 1 | $112 | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 1 | $112 | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 1 | $112 | 0.00% | +1 | New |
| Princeton Global Asset Management LLC | 1 | $112 | 0.00% | +1 | New |
| Reuter James Wealth Management, LLC | 1 | $112 | 0.00% | +1 | New |
| Mendota Financial Group, LLC | 1 | $112 | 0.00% | +1 | New |
| Bear Mountain Capital, Inc. | 1 | $113 | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 2 | $207 | 0.00% | +1+100.0% | Added |
| Richard W. Paul & Associates, LLC | 2 | $224 | 0.00% | −5−71.4% | Reduced |
| Bullock Wealth Management Group | 3 | $331 | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 3 | $336 | 0.00% | −12−80.0% | Reduced |
| Tucker Asset Management LLC | 3 | $336 | 0.00% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 3 | $336 | 0.00% | +3 | New |
| Nemes Rush Group LLC | 5 | $443 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 4 | $446 | 0.00% | −1−20.0% | Reduced |
| NewSquare Capital LLC | 4 | $447 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 4 | $449 | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 5 | $559 | 0.00% | −23−82.1% | Reduced |
| Alpine Bank Wealth Management | 5 | $559 | 0.00% | +5 | New |
| Wells Financial Advisors INC | 5 | $560 | 0.00% | +5 | New |
| Carolina Wealth Advisors, LLC | 6 | $671 | 0.00% | +6 | New |
| Pacific Center for Financial Services | 6 | $672 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 6 | $672 | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 7 | $783 | 0.00% | −58−89.2% | Reduced |
| Gilliland Jeter Wealth Management LLC | 7 | $783 | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 7 | $783 | 0.00% | +7 | New |
| Trifecta Capital Advisors, LLC | 7 | $784 | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 8 | $895 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 8 | $898 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 16 | $1.00K | 0.00% | −79−83.2% | Reduced |
| Talon Private Wealth, LLC | 9 | $1.01K | 0.00% | +9 | New |
| Cranbrook Wealth Management, LLC | 10 | $1.12K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 12 | $1.34K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 13 | $1.45K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 13 | $1.46K | 0.00% | +3+30.0% | Added |
| BOK Financial Private Wealth, Inc. | 13 | $1.46K | 0.00% | +13 | New |
| Grayhawk Investment Strategies Inc. | 14 | $1.57K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 14 | $1.57K | 0.00% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 17 | $1.62K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 15 | $1.68K | 0.00% | −9−37.5% | Reduced |
| BFSG, LLC | 15 | $1.68K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 15 | $1.68K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 15 | $1.68K | 0.00% | +8+114.3% | Added |
| Coastline Trust Co | 16 | $1.79K | 0.00% | −3,495−99.5% | Reduced |
| Albion Financial Group | 16 | $1.79K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 16 | $1.79K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 16 | $1.79K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 16 | $1.79K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 16 | $1.79K | 0.00% | +16 | New |
| Twin Lakes Capital Management, LLC | 17 | $1.91K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 23 | $2.00K | 0.00% | −6−20.7% | Reduced |
| Northwest Capital Management Inc | 18 | $2.01K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 19 | $2.13K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 19 | $2.13K | 0.00% | 00.0% | Unchanged |
| Hara Capital LLC | 19 | $2.13K | 0.00% | +19 | New |
| GPS Wealth Strategies Group, LLC | 20 | $2.24K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 20 | $2.24K | 0.00% | 00.0% | Unchanged |
| City State Bank | 23 | $2.57K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 27 | $2.58K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 26 | $2.91K | 0.00% | −13−33.3% | Reduced |
| Peoples Financial Services Corp. | 26 | $2.91K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 26 | $2.91K | 0.00% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 27 | $3.02K | 0.00% | +27 | New |
| Hobbs Group Advisors, LLC | 28 | $3.13K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 28 | $3.13K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 28 | $3.13K | 0.00% | +28 | New |
| Kiely Wealth Advisory Group, Inc. | 32 | $3.32K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 30 | $3.36K | 0.00% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 30 | $3.36K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 30 | $3.36K | 0.00% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 30 | $3.36K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 30 | $3.36K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 30 | $3.36K | 0.00% | +4+15.4% | Added |
| Aviso Financial Inc. | 32 | $3.58K | 0.00% | −36−52.9% | Reduced |
| DHJJ Financial Advisors, Ltd. | 32 | $3.58K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 32 | $3.58K | 0.00% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 33 | $3.69K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 34 | $3.80K | 0.00% | −74−68.5% | Reduced |
| First Financial Corp | 35 | $3.92K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 34 | $4.00K | 0.00% | −33−49.3% | Reduced |
| Coppell Advisory Solutions LLC | 37 | $4.08K | 0.00% | +7+23.3% | Added |
| Cedar Mountain Advisors, LLC | 38 | $4.26K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 39 | $4.36K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 39 | $4.36K | 0.00% | +3+8.3% | Added |
| Reston Wealth Management LLC | 39 | $4.37K | 0.00% | +39 | New |
| BNP Paribas | 40 | $4.40K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 40 | $4.48K | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 41 | $4.59K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 42 | $4.70K | 0.00% | +6+16.7% | Added |
| Pacifica Partners Inc. | 43 | $4.81K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 44 | $4.92K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 46 | $5.14K | 0.00% | +3+7.0% | Added |