| Koesten, Hirschmann & Crabtree, INC. | 0 | $82 | 0.00% | 0 | Unchanged |
| Evolution Wealth Management Inc. | 1 | $392 | 0.00% | −39−97.5% | Reduced |
| Dogwood Wealth Management LLC | 1 | $392 | 0.00% | −26−96.3% | Reduced |
| Rialto Wealth Management, LLC | 1 | $392 | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 1 | $392 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 1 | $392 | 0.01% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 1 | $404 | 0.00% | +1 | New |
| Cornerstone Planning Group LLC | 117 | $599 | 0.00% | +2+1.7% | Added |
| Delta Asset Management LLC | 2 | $783 | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 2 | $783 | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 2 | $783 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $783 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 2 | $783 | 0.00% | +2 | New |
| Redwood Park Advisors LLC | 2 | $784 | 0.00% | −1−33.3% | Reduced |
| Tradewinds Capital Management, LLC | 2 | $784 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 2 | $784 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 2 | $784 | 0.00% | +2 | New |
| Navigoe, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Heritage Wealth Advisors | 3 | $1.18K | 0.00% | −50−94.3% | Reduced |
| Texas Capital Bancshares Inc | 3 | $1.18K | 0.00% | +3 | New |
| Anfield Capital Management, LLC | 3 | $1.18K | 0.00% | +3 | New |
| LGT Financial Advisors LLC | 4 | $1.57K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 4 | $1.57K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 4 | $1.57K | 0.00% | +1+33.3% | Added |
| Palisade Asset Management, LLC | 4 | $1.57K | 0.00% | +4 | New |
| Hughes Financial Services, LLC | 4 | $1.69K | 0.00% | −2−33.3% | Reduced |
| PayPay Securities Corp | 5 | $1.92K | 0.07% | +1+25.0% | Added |
| Quest 10 Wealth Builders, Inc. | 5 | $1.93K | 0.00% | +4+400.0% | Added |
| Concord Wealth Partners | 5 | $1.96K | 0.00% | −85−94.4% | Reduced |
| American Capital Advisory, LLC | 5 | $1.96K | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 5 | $1.96K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 6 | $2.35K | 0.00% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 6 | $2.35K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 6 | $2.35K | 0.00% | +6 | New |
| WestEnd Advisors, LLC | 7 | $2.74K | 0.00% | −4−36.4% | Reduced |
| Principia Wealth Advisory, LLC | 7 | $2.74K | 0.00% | −3−30.0% | Reduced |
| Bruce G. Allen Investments, LLC | 7 | $2.74K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 7 | $2.74K | 0.00% | 00.0% | Unchanged |
| Hara Capital LLC | 8 | $3.13K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 8 | $3.13K | 0.00% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 8 | $3.13K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 8 | $3.13K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 9 | $3.52K | 0.00% | +2+28.6% | Added |
| Hopwood Financial Services, Inc. | 9 | $3.52K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 9 | $3.52K | 0.00% | +9 | New |
| Guerra Advisors Inc | 9 | $3.52K | 0.00% | +9 | New |
| DecisionPoint Financial, LLC | 9 | $3.64K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 10 | $3.73K | 0.00% | −18−64.3% | Reduced |
| Carolina Wealth Advisors, LLC | 10 | $3.92K | 0.00% | −5−33.3% | Reduced |
| C M Bidwell & Associates Ltd | 10 | $3.92K | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 10 | $3.92K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 10 | $3.92K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 10 | $3.92K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 10 | $3.92K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 10 | $3.92K | 0.00% | +6+150.0% | Added |
| First United Bank Trust | 10 | $3.92K | 0.00% | +10 | New |
| Evergreen Private Wealth LLC | 10 | $3.92K | 0.00% | +10 | New |
| Global Wealth Strategies & Associates | 11 | $4.31K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 12 | $4.50K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 12 | $4.70K | 0.00% | −20−62.5% | Reduced |
| Hartford Financial Management Inc. | 12 | $4.70K | 0.00% | +2+20.0% | Added |
| Security National Bank | 12 | $4.70K | 0.00% | +12 | New |
| Coston, McIsaac & Partners | 14 | $5.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 13 | $5.09K | 0.00% | −6−31.6% | Reduced |
| Longfellow Investment Management Co LLC | 13 | $5.09K | 0.00% | +7+116.7% | Added |
| Horizon Financial Services, LLC | 13 | $5.09K | 0.00% | +11+550.0% | Added |
| Hoey Investments, Inc | 13 | $5.09K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 13 | $5.09K | 0.00% | +13 | New |
| ZRC Wealth Management, LLC | 13 | $5.09K | 0.00% | +13 | New |
| Motco | 14 | $5.48K | 0.00% | −14−50.0% | Reduced |
| Mascoma Wealth Management LLC | 14 | $5.48K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 14 | $5.48K | 0.00% | 00.0% | Unchanged |
| Imprint Wealth LLC | 14 | $5.48K | 0.02% | +14 | New |
| Kozak & Associates, Inc. | 13 | $5.64K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 15 | $5.88K | 0.01% | 00.0% | Unchanged |
| Clark Wealth Partners | 13 | $5.89K | 0.00% | +13 | New |
| Activest Wealth Management | 16 | $6.13K | 0.00% | −106−86.9% | Reduced |
| CBIZ Investment Advisory Services, LLC | 16 | $6.27K | 0.00% | −34−68.0% | Reduced |
| Hollencrest Capital Management | 16 | $6.27K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 18 | $7.00K | 0.00% | +18 | New |
| Jackson, Grant Investment Advisers, Inc. | 18 | $7.05K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 18 | $7.05K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 19 | $7.34K | 0.00% | −10−34.5% | Reduced |
| FSA Wealth Management LLC | 19 | $7.44K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 19 | $7.44K | 0.00% | +1+5.6% | Added |
| Missouri Trust & Investment Co | 20 | $7.83K | 0.00% | −7−25.9% | Reduced |
| Mendota Financial Group, LLC | 20 | $7.83K | 0.01% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 20 | $7.83K | 0.00% | +20 | New |
| Avion Wealth | 22 | $8.00K | 0.00% | −9−29.0% | Reduced |
| Penserra Capital Management LLC | 21 | $8.00K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 89 | $8.11K | 0.00% | +69+345.0% | Added |
| Caldwell Sutter Capital, Inc. | 21 | $8.22K | 0.00% | −1−4.5% | Reduced |
| Aspect Partners, LLC | 21 | $8.22K | 0.00% | −1−4.5% | Reduced |
| Osterweis Capital Management Inc | 21 | $8.22K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 21 | $8.22K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 21 | $8.22K | 0.00% | +6+40.0% | Added |
| Dynamic Wealth Strategies, LLC | 22 | $8.62K | 0.01% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 23 | $8.91K | 0.00% | +23 | New |
| DiNuzzo Private Wealth, Inc. | 23 | $8.99K | 0.00% | −2−8.0% | Reduced |
| LFA - Lugano Financial Advisors SA | 23 | $9.01K | 0.00% | 00.0% | Unchanged |