| iA Global Asset Management Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 0 | $2 | 0.00% | −418−100.0% | Reduced |
| Centennial Bank | 0 | $32 | 0.00% | 0 | Unchanged |
| Bear Mountain Capital, Inc. | 1 | $93 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1 | $97 | 0.00% | −19−95.0% | Reduced |
| Investors Research Corp | 1 | $97 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1 | $97 | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 1 | $97 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $97 | 0.00% | +1 | New |
| Rakuten Securities, Inc. | 1 | $97 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $98 | 0.00% | +1 | New |
| Wolff Wiese Magana LLC | 2 | $195 | 0.00% | −4−66.7% | Reduced |
| MorganRosel Wealth Management, LLC | 2 | $195 | 0.00% | +2 | New |
| DiNuzzo Private Wealth, Inc. | 2 | $195 | 0.00% | +2 | New |
| American Capital Advisory, LLC | 2 | $195 | 0.00% | +2 | New |
| Pacifica Partners Inc. | 3 | $282 | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 3 | $292 | 0.00% | −231−98.7% | Reduced |
| POM Investment Strategies, LLC | 3 | $292 | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 3 | $294 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 4 | $390 | 0.00% | −22−84.6% | Reduced |
| Valued Wealth Advisors LLC | 4 | $391 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 5 | $456 | 0.00% | +2+66.7% | Added |
| Nemes Rush Group LLC | 5 | $487 | 0.00% | 00.0% | Unchanged |
| Promus Capital, LLC | 5 | $487 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 5 | $487 | 0.00% | +5 | New |
| Flaharty Asset Management, LLC | 6 | $584 | 0.00% | +6 | New |
| Pacific Center for Financial Services | 6 | $585 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 6 | $585 | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 6 | $586 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 7 | $637 | 0.00% | +2+40.0% | Added |
| Sittner & Nelson, LLC | 7 | $682 | 0.00% | −8−53.3% | Reduced |
| Trifecta Capital Advisors, LLC | 7 | $683 | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 8 | $780 | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 8 | $780 | 0.00% | +8 | New |
| New England Capital Financial Advisors LLC | 8 | $784 | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 9 | $877 | 0.00% | +1+12.5% | Added |
| Greenline Partners, LLC | 9 | $877 | 0.00% | +9 | New |
| Golden State Wealth Management, LLC | 9 | $878 | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 10 | $975 | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 10 | $975 | 0.00% | +10 | New |
| McClarren Financial Advisors, Inc. | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Beutel, Goodman & Co Ltd. | 12 | $1.00K | 0.00% | +12 | New |
| Aviso Financial Inc. | 11 | $1.07K | 0.00% | −2−15.4% | Reduced |
| Quest 10 Wealth Builders, Inc. | 11 | $1.07K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 11 | $1.07K | 0.00% | +11 | New |
| Ameliora Wealth Management Ltd. | 11 | $1.12K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 12 | $1.17K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 13 | $1.27K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 14 | $1.36K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 14 | $1.36K | 0.00% | 00.0% | Unchanged |
| Studio Investment Management LLC | 14 | $1.37K | 0.00% | −174−92.6% | Reduced |
| BFSG, LLC | 15 | $1.46K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 15 | $1.46K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 15 | $1.46K | 0.00% | +5+50.0% | Added |
| Dogwood Wealth Management LLC | 15 | $1.46K | 0.00% | +15 | New |
| Bogart Wealth, LLC | 16 | $1.56K | 0.00% | −3−15.8% | Reduced |
| Coastline Trust Co | 16 | $1.56K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 16 | $1.56K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 16 | $1.56K | 0.00% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 17 | $1.66K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 17 | $1.66K | 0.00% | +5+41.7% | Added |
| Twin Lakes Capital Management, LLC | 17 | $1.67K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 18 | $1.75K | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 18 | $1.75K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 19 | $1.85K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 19 | $1.85K | 0.00% | −13−40.6% | Reduced |
| Hara Capital LLC | 19 | $1.85K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 19 | $1.85K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 23 | $2.24K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 24 | $2.34K | 0.00% | −6−20.0% | Reduced |
| Sierra Ocean, LLC | 25 | $2.44K | 0.00% | +22+733.3% | Added |
| Peoples Financial Services Corp. | 26 | $2.53K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 26 | $2.53K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 26 | $2.53K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 26 | $2.54K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 26 | $2.54K | 0.00% | +26 | New |
| Battery Global Advisors, LLC | 27 | $2.64K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 28 | $2.73K | 0.00% | −20−41.7% | Reduced |
| Pittenger & Anderson Inc | 28 | $2.73K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 29 | $2.83K | 0.00% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 30 | $2.92K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 30 | $2.92K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 34 | $3.00K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 30 | $3.06K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 32 | $3.12K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 32 | $3.12K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 32 | $3.12K | 0.00% | +32 | New |
| Knights of Columbus Asset Advisors LLC | 33 | $3.22K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 34 | $3.31K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 35 | $3.41K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 36 | $3.51K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 36 | $3.51K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 37 | $3.61K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 38 | $3.70K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 38 | $3.71K | 0.00% | +37+3,700.0% | Added |
| Cedar Mountain Advisors, LLC | 38 | $3.72K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 39 | $3.80K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 43 | $4.19K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 44 | $4.29K | 0.00% | 00.0% | Unchanged |