| iA Global Asset Management Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 1 | $0 | 0.00% | +1 | New |
| Raleigh Capital Management Inc. | 0 | $2 | 0.00% | 0 | Unchanged |
| Centennial Bank | 0 | $34 | 0.00% | 0 | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | $56 | 0.00% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 1 | $101 | 0.00% | −700−99.9% | Reduced |
| Cherry Tree Wealth Management, LLC | 1 | $101 | 0.00% | −103−99.0% | Reduced |
| Investors Research Corp | 1 | $101 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1 | $101 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1 | $101 | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 1 | $101 | 0.00% | 00.0% | Unchanged |
| Woodbridge Co Ltd | 1 | $101 | 0.00% | +1 | New |
| GFG Capital, LLC | 1 | $101 | 0.00% | +1 | New |
| Maseco LLP | 1 | $101 | 0.00% | +1 | New |
| Bear Mountain Capital, Inc. | 1 | $103 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 1 | $103 | 0.00% | +1 | New |
| MorganRosel Wealth Management, LLC | 2 | $202 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 2 | $202 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 2 | $203 | 0.00% | −7−77.8% | Reduced |
| HFM Investment Advisors, LLC | 3 | $303 | 0.00% | +2+200.0% | Added |
| Parkworth Wealth Management, Inc. | 3 | $303 | 0.00% | +3 | New |
| Bullock Wealth Management Group | 3 | $310 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 4 | $403 | 0.00% | +3+300.0% | Added |
| American Capital Advisory, LLC | 4 | $404 | 0.00% | +2+100.0% | Added |
| Quaker Wealth Management, LLC | 4 | $404 | 0.00% | +4 | New |
| SWAN Capital LLC | 4 | $404 | 0.00% | +4 | New |
| Valued Wealth Advisors LLC | 4 | $405 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 5 | $505 | 0.00% | 00.0% | Unchanged |
| Promus Capital, LLC | 5 | $505 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 6 | $605 | 0.00% | −13−68.4% | Reduced |
| Pacific Center for Financial Services | 6 | $606 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $606 | 0.00% | +4+200.0% | Added |
| Princeton Global Asset Management LLC | 6 | $606 | 0.00% | +6 | New |
| Trifecta Capital Advisors, LLC | 7 | $707 | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 7 | $707 | 0.00% | 00.0% | Unchanged |
| Aviso Financial Inc. | 8 | $807 | 0.00% | −3−27.3% | Reduced |
| Bogart Wealth, LLC | 8 | $808 | 0.00% | −8−50.0% | Reduced |
| Horizons Wealth Management | 8 | $808 | 0.00% | −4−33.3% | Reduced |
| Garde Capital, Inc. | 8 | $808 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 8 | $808 | 0.00% | +3+60.0% | Added |
| Stephens Consulting, LLC | 8 | $808 | 0.00% | +8 | New |
| New England Capital Financial Advisors LLC | 8 | $813 | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 8 | $813 | 0.00% | +8 | New |
| YANKCOM Partnership | 9 | $909 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 15 | $1.00K | 0.00% | −10−40.0% | Reduced |
| Cranbrook Wealth Management, LLC | 10 | $1.01K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 10 | $1.01K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 11 | $1.07K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 11 | $1.11K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 11 | $1.11K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 11 | $1.11K | 0.00% | +11 | New |
| Mid-American Wealth Advisory Group, Inc. | 11 | $1.11K | 0.00% | +11 | New |
| WealthTrak Capital Management LLC | 11 | $1.11K | 0.00% | −4−26.7% | Reduced |
| SJS Investment Consulting Inc. | 12 | $1.21K | 0.00% | +6+100.0% | Added |
| Kilter Group LLC | 12 | $1.21K | 0.00% | +12 | New |
| CGC Financial Services, LLC | 13 | $1.31K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 13 | $1.31K | 0.00% | −25−65.8% | Reduced |
| Bruce G. Allen Investments, LLC | 14 | $1.41K | 0.00% | 00.0% | Unchanged |
| Sagard Holdings Management Inc. | 14 | $1.41K | 0.00% | +14 | New |
| Rialto Wealth Management, LLC | 14 | $1.41K | 0.00% | +14 | New |
| BFSG, LLC | 15 | $1.51K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 16 | $1.61K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 16 | $1.61K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 16 | $1.61K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 16 | $1.61K | 0.00% | +16 | New |
| Kestra Investment Management, LLC | 17 | $1.66K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 17 | $1.72K | 0.00% | −1−5.6% | Reduced |
| North Ridge Wealth Advisors, Inc. | 17 | $1.72K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 17 | $1.73K | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 18 | $1.82K | 0.01% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 18 | $1.82K | 0.00% | +18 | New |
| Hara Capital LLC | 19 | $1.92K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 19 | $1.92K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 21 | $2.00K | 0.00% | −7,881−99.7% | Reduced |
| Aspect Partners, LLC | 20 | $2.02K | 0.00% | −10−33.3% | Reduced |
| Crewe Advisors LLC | 21 | $2.12K | 0.00% | +21 | New |
| City State Bank | 23 | $2.32K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 23 | $2.32K | 0.00% | +4+21.1% | Added |
| Glen Eagle Advisors, LLC | 24 | $2.42K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 24 | $2.42K | 0.00% | +24 | New |
| Peoples Financial Services Corp. | 26 | $2.62K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 26 | $2.63K | 0.00% | −29−52.7% | Reduced |
| Mascoma Wealth Management LLC | 26 | $2.63K | 0.00% | −10−27.8% | Reduced |
| Deseret Mutual Benefit Administrators | 26 | $2.63K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 26 | $2.63K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 26 | $2.63K | 0.00% | +22+550.0% | Added |
| Foster Dykema Cabot & Partners, LLC | 26 | $2.63K | 0.00% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 27 | $2.74K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 28 | $2.83K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 28 | $2.83K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 34 | $3.00K | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 30 | $3.03K | 0.00% | −50−62.5% | Reduced |
| Glass Jacobson Investment Advisors llc | 30 | $3.03K | 0.00% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 30 | $3.03K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 32 | $3.23K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 32 | $3.23K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 32 | $3.24K | 0.00% | −31−49.2% | Reduced |
| Knights of Columbus Asset Advisors LLC | 33 | $3.33K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 34 | $3.43K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 34 | $3.43K | 0.00% | +2+6.3% | Added |