| Coston, McIsaac & Partners | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 0 | $2 | 0.00% | 0 | Unchanged |
| Centennial Bank | 0 | $36 | 0.00% | 0 | Unchanged |
| Bear Mountain Capital, Inc. | 1 | $104 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 1 | $107 | 0.00% | 00.0% | Unchanged |
| Woodbridge Co Ltd | 1 | $107 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 1 | $107 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1 | $107 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 1 | $107 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1 | $107 | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 1 | $107 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 2 | $213 | 0.00% | +2 | New |
| Wolff Wiese Magana LLC | 2 | $214 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 2 | $215 | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 3 | $320 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 3 | $320 | 0.00% | +3 | New |
| Seneschal Advisors, LLC | 3 | $320 | 0.00% | +3 | New |
| Quaker Wealth Management, LLC | 4 | $427 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 4 | $427 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 4 | $427 | 0.00% | +4 | New |
| Valued Wealth Advisors LLC | 4 | $428 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 5 | $533 | 0.00% | 00.0% | Unchanged |
| Promus Capital, LLC | 5 | $533 | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 5 | $533 | 0.00% | +5 | New |
| Winnow Wealth LLC | 5 | $535 | 0.00% | +5 | New |
| Bay Harbor Wealth Management, LLC | 6 | $639 | 0.00% | +2+50.0% | Added |
| Pacific Center for Financial Services | 6 | $640 | 0.00% | 00.0% | Unchanged |
| United Community Bank | 6 | $640 | 0.00% | +6 | New |
| Dogwood Wealth Management LLC | 6 | $640 | 0.00% | +6 | New |
| Sittner & Nelson, LLC | 7 | $746 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 7 | $746 | 0.00% | +4+133.3% | Added |
| Wealth Watch Advisors, INC | 7 | $746 | 0.00% | +7 | New |
| Trifecta Capital Advisors, LLC | 7 | $747 | 0.00% | 00.0% | Unchanged |
| Aviso Financial Inc. | 8 | $852 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 8 | $859 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 9 | $956 | 0.00% | +3+50.0% | Added |
| YANKCOM Partnership | 9 | $959 | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 10 | $1.07K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 10 | $1.07K | 0.00% | +2+25.0% | Added |
| Manning & Napier Advisors LLC | 10 | $1.07K | 0.00% | +10 | New |
| Cranbrook Wealth Management, LLC | 10 | $1.07K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 11 | $1.17K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 11 | $1.17K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 11 | $1.17K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 11 | $1.17K | 0.00% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 12 | $1.28K | 0.00% | +12 | New |
| Barrett & Company, Inc. | 13 | $1.39K | 0.00% | −50−79.4% | Reduced |
| CGC Financial Services, LLC | 13 | $1.39K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 13 | $1.39K | 0.00% | +13 | New |
| Creekmur Asset Management LLC | 14 | $1.49K | 0.00% | −2−12.5% | Reduced |
| Sagard Holdings Management Inc. | 14 | $1.49K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 14 | $1.49K | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 15 | $1.60K | 0.00% | +15 | New |
| BFSG, LLC | 15 | $1.60K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 15 | $1.60K | 0.00% | +3+25.0% | Added |
| Coastline Trust Co | 16 | $1.71K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 16 | $1.71K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 16 | $1.71K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 17 | $1.81K | 0.00% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 17 | $1.81K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 17 | $1.82K | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 18 | $1.92K | 0.01% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 18 | $1.92K | 0.00% | +4+28.6% | Added |
| Penserra Capital Management LLC | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 19 | $2.03K | 0.00% | −88−82.2% | Reduced |
| Hara Capital LLC | 19 | $2.03K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 19 | $2.03K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 20 | $2.13K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 22 | $2.35K | 0.00% | −15−40.5% | Reduced |
| City State Bank | 23 | $2.45K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 23 | $2.45K | 0.00% | +15+187.5% | Added |
| Pineridge Advisors LLC | 24 | $2.56K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 24 | $2.56K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 24 | $2.56K | 0.00% | +12+100.0% | Added |
| Peoples Financial Services Corp. | 26 | $2.77K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 26 | $2.77K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 26 | $2.77K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 26 | $2.77K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 26 | $2.77K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 27 | $2.88K | 0.00% | −66−71.0% | Reduced |
| Battery Global Advisors, LLC | 27 | $2.90K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 28 | $2.98K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 28 | $2.99K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 30 | $3.00K | 0.00% | +15+100.0% | Added |
| Ransom Advisory, Ltd | 29 | $3.09K | 0.00% | −16−35.6% | Reduced |
| American Wealth Advisors, LLC | 29 | $3.11K | 0.00% | +29 | New |
| Minot DeBlois Advisors LLC | 30 | $3.20K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 30 | $3.20K | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 32 | $3.39K | 0.00% | +32 | New |
| DHJJ Financial Advisors, Ltd. | 32 | $3.41K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 32 | $3.41K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 32 | $3.41K | 0.00% | +6+23.1% | Added |
| Darwin Advisors, LLC | 32 | $3.43K | 0.00% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 33 | $3.52K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 33 | $3.52K | 0.00% | −39−54.2% | Reduced |
| Cornerstone Planning Group LLC | 15 | $3.53K | 0.00% | −101−87.1% | Reduced |
| Raffa Wealth Management, LLC | 34 | $3.63K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 37 | $3.94K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 37 | $3.94K | 0.00% | +14+60.9% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 34 | $4.00K | 0.00% | 00.0% | Unchanged |