| WFA Asset Management Corp | 0 | $52 | 0.00% | 0 | New |
| MorganRosel Wealth Management, LLC | 1 | $243 | 0.00% | +1 | New |
| Chesapeake Asset Management LLC | 2 | $463 | 0.00% | −4−66.7% | Reduced |
| Orion Capital Management LLC | 2 | $463 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 2 | $463 | 0.00% | +2 | New |
| ROSS\JOHNSON & Associates LLC | 2 | $463 | 0.01% | +2 | New |
| PEAK6 LLC | 3 | $766 | 0.00% | +3 | New |
| HFM Investment Advisors, LLC | 4 | $927 | 0.00% | +4 | New |
| Winthrop Capital Management, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 5 | $1.16K | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 5 | $1.16K | 0.00% | 00.0% | Unchanged |
| Bridge Generations Wealth Management LLC | 5 | $1.16K | 0.00% | +5 | New |
| New Millennium Group LLC | 6 | $1.28K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 6 | $1.39K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 6 | $1.39K | 0.00% | +6 | New |
| 1620 Investment Advisors, Inc. | 6 | $1.48K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 7 | $1.62K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 8 | $1.85K | 0.00% | +8 | New |
| Transamerica Financial Advisors, Inc. | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 9 | $2.08K | 0.00% | +9 | New |
| DAGCO, Inc. | 10 | $2.31K | 0.00% | +10 | New |
| Strengthening Families & Communities, LLC | 10 | $2.32K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 10 | $2.35K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 12 | $2.78K | 0.00% | −2−14.3% | Reduced |
| Noble Wealth Management PBC | 12 | $2.78K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 12 | $2.78K | 0.00% | +12 | New |
| Winnow Wealth LLC | 13 | $2.84K | 0.00% | +4+44.4% | Added |
| Bellwether Advisors, LLC | 13 | $3.01K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 15 | $3.43K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 15 | $3.48K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 17 | $3.99K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 20 | $4.04K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 18 | $4.04K | 0.00% | +8+80.0% | Added |
| Park Place Capital Corp | 18 | $4.17K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 18 | $4.17K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 18 | $4.17K | 0.00% | 00.0% | Unchanged |
| Greenline Partners, LLC | 19 | $4.40K | 0.00% | +19 | New |
| DecisionPoint Financial, LLC | 20 | $4.63K | 0.00% | 00.0% | Unchanged |
| Peterson Wealth Services | 20 | $4.68K | 0.00% | 00.0% | Unchanged |
| Eq Wealth Advisors, LLC | 22 | $5.09K | 0.00% | +22 | New |
| WealthTrak Capital Management LLC | 22 | $5.09K | 0.00% | +6+37.5% | Added |
| Smallwood Wealth Investment Management, LLC | 25 | $5.79K | 0.00% | +25 | New |
| Gould Capital, LLC | 25 | $5.79K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 26 | $6.02K | 0.00% | −62−70.5% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 26 | $6.02K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 26 | $6.02K | 0.01% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 26 | $6.02K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 27 | $6.25K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 27 | $6.25K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 27 | $6.25K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 28 | $6.48K | 0.00% | +28 | New |
| MJT & Associates Financial Advisory Group, Inc. | 29 | $6.71K | 0.01% | +29 | New |
| Bellevue Asset Management, LLC | 29 | $6.74K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 30 | $6.95K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 30 | $6.95K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 31 | $7.18K | 0.00% | +31 | New |
| Indiana Trust & Investment Management CO | 33 | $7.64K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 34 | $7.87K | 0.00% | +2+6.3% | Added |
| Curio Wealth, LLC | 1 | $8.27K | 0.00% | −23−95.8% | Reduced |
| Reyes Financial Architecture, Inc. | 40 | $9.26K | 0.01% | +40 | New |
| Birchbrook, Inc. | 40 | $9.26K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 41 | $9.49K | 0.00% | +41 | New |
| Financial Network Wealth Advisors LLC | 43 | $9.96K | 0.01% | +26+152.9% | Added |
| Ruedi Wealth Management, Inc. | 44 | $10.2K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 46 | $10.6K | 0.01% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 47 | $10.9K | 0.00% | +47 | New |
| Horizons Wealth Management | 49 | $11.3K | 0.01% | 00.0% | Unchanged |
| Atala Financial Inc | 49 | $11.3K | 0.01% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 50 | $11.6K | 0.01% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 50 | $11.6K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 50 | $11.6K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 50 | $11.6K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 50 | $11.7K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 52 | $11.9K | 0.01% | +4+8.3% | Added |
| Aspect Partners, LLC | 53 | $12.3K | 0.01% | +3+6.0% | Added |
| Whipplewood Advisors, LLC | 4 | $12.5K | 0.01% | −50−92.6% | Reduced |
| Sierra Ocean, LLC | 54 | $12.5K | 0.01% | −124−69.7% | Reduced |
| Highline Wealth Partners LLC | 56 | $12.9K | 0.00% | +6+12.0% | Added |
| Avion Wealth | 65 | $13.0K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 60 | $13.9K | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 61 | $14.1K | 0.01% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 62 | $14.4K | 0.01% | 00.0% | Unchanged |
| 1248 Management, LLC | 64 | $14.8K | 0.01% | +64 | New |
| American Capital Advisory, LLC | 66 | $15.4K | 0.01% | +4+6.5% | Added |
| West Financial Advisors, LLC | 67 | $15.5K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 72 | $16.7K | 0.01% | 00.0% | Unchanged |
| von Borstel & Associates, Inc. | 75 | $17.0K | 0.01% | +75 | New |
| Kessler Investment Group, LLC | 74 | $17.1K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 76 | $17.6K | 0.00% | +6+8.6% | Added |
| Bogart Wealth, LLC | 76 | $17.7K | 0.00% | −192−71.6% | Reduced |
| Alpine Bank Wealth Management | 77 | $17.8K | 0.00% | +77 | New |
| Evermay Wealth Management LLC | 80 | $18.5K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 80 | $18.5K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 84 | $19.0K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 86 | $19.9K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 89 | $20.6K | 0.01% | −50−36.0% | Reduced |
| Quest 10 Wealth Builders, Inc. | 89 | $20.6K | 0.02% | −2−2.2% | Reduced |
| Park Square Financial Group, LLC | 91 | $21.1K | 0.02% | −10−9.9% | Reduced |
| Sachetta, LLC | 96 | $22.2K | 0.01% | 00.0% | Unchanged |
| Union Savings Bank | 100 | $23.2K | 0.01% | 00.0% | Unchanged |