| McClarren Financial Advisors, Inc. | 2 | $0 | 0.00% | +1+100.0% | Added |
| Tfo-TDC, LLC | 1 | $42 | 0.00% | +1 | New |
| PEAK6 Investments LLC | 2 | $601 | 0.00% | −18,920−100.0% | Reduced |
| High Net Worth Advisory Group LLC | 2 | $673 | 0.00% | −6−75.0% | Reduced |
| TD Ameritrade Investment Management, LLC | 2 | $1.00K | 0.00% | −37−94.9% | Reduced |
| Old North State Trust, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Level Financial Advisors, Inc. | 2 | $1.00K | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 3 | $1.01K | 0.00% | −1−25.0% | Reduced |
| Focused Wealth Management, Inc | 4 | $1.35K | 0.00% | 00.0% | Unchanged |
| Channing Global Advisors, LLC | 4 | $1.35K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 4 | $1.35K | 0.00% | +4 | New |
| Robbins Farley LLC | 5 | $1.68K | 0.00% | +5 | New |
| True Wealth Design, LLC | 5 | $1.68K | 0.00% | +5 | New |
| Thompson Siegel & Walmsley LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 6 | $2.02K | 0.00% | −30−83.3% | Reduced |
| Twin Lakes Capital Management, LLC | 6 | $2.02K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 6 | $2.02K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 7 | $2.36K | 0.00% | −131−94.9% | Reduced |
| Adirondack Retirement Specialists, Inc. | 8 | $2.69K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 8 | $2.69K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 9 | $3.00K | 0.00% | 00.0% | Unchanged |
| Euro Pacific Asset Management, LLC | 40,008 | $3.00K | 0.00% | +40,008 | New |
| Paragon Wealth Strategies, LLC | 9 | $3.03K | 0.00% | +9 | New |
| Bourgeon Capital Management LLC | 10 | $3.37K | 0.00% | −8−44.4% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $3.37K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 10 | $3.37K | 0.00% | +10 | New |
| Davidson Capital Management Inc. | 11 | $3.70K | 0.00% | −20−64.5% | Reduced |
| Sofos Investments, Inc. | 337 | $3.80K | 0.04% | +337 | New |
| Blue Bell Private Wealth Management, LLC | 12 | $4.04K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 13 | $4.38K | 0.00% | +2+18.2% | Added |
| Avion Wealth | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 14 | $5.00K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 15 | $5.05K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 15 | $5.05K | 0.00% | −6−28.6% | Reduced |
| Tradewinds Capital Management, LLC | 15 | $5.05K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 15 | $5.05K | 0.00% | +15 | New |
| Estabrook Capital Management | 16 | $5.38K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 17 | $5.72K | 0.00% | −7−29.2% | Reduced |
| Resources Management Corp | 19 | $6.00K | 0.00% | −9−32.1% | Reduced |
| Lakewood Asset Management LLC | 17 | $6.00K | 0.00% | +17 | New |
| Addison Advisors LLC | 19 | $6.39K | 0.00% | +7+58.3% | Added |
| Disciplined Investments, LLC | 19 | $6.39K | 0.00% | +11+137.5% | Added |
| NewSquare Capital LLC | 19 | $6.39K | 0.00% | +19 | New |
| FSC Wealth Advisors, LLC | 20 | $6.73K | 0.01% | −23−53.5% | Reduced |
| PayPay Securities Corp | 20 | $6.73K | 0.45% | +20 | New |
| Global Wealth Strategies & Associates | 20 | $6.73K | 0.00% | +20 | New |
| Ruedi Wealth Management, Inc. | 20 | $6.73K | 0.00% | +20 | New |
| Independence Bank of Kentucky | 22 | $7.00K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 21 | $7.07K | 0.00% | +21 | New |
| Clearview Wealth Advisors LLC | 22 | $7.40K | 0.01% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 23 | $7.74K | 0.00% | +23 | Added |
| Lansing Street Advisors | 23 | $7.74K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 25 | $8.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 25 | $8.41K | 0.00% | −11−30.6% | Reduced |
| Cranbrook Wealth Management, LLC | 25 | $8.41K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 25 | $8.41K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 25 | $8.41K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 26 | $8.75K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 28 | $9.42K | 0.00% | +28 | New |
| Lee Financial Co | 29 | $9.76K | 0.00% | −3−9.4% | Reduced |
| Belmont Capital, LLC | 29 | $10.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 31 | $10.0K | 0.00% | +28+933.3% | Added |
| Boulder Wealth Advisors, LLC | 30 | $10.0K | 0.01% | +30 | New |
| Islay Capital Management, LLC | 30 | $10.1K | 0.01% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 30 | $10.1K | 0.00% | +30 | New |
| Moisand Fitzgerald Tamayo, LLC | 32 | $10.8K | 0.00% | −22−40.7% | Reduced |
| Coastal Capital Group, Inc. | 43 | $11.8K | 0.00% | 00.0% | Unchanged |
| Knott David M Jr | 35 | $12.0K | 0.01% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 36 | $12.1K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 40 | $13.5K | 0.01% | −5−11.1% | Reduced |
| Tilia Fiduciary Partners, Inc. | 40 | $13.5K | 0.01% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 40 | $13.5K | 0.00% | +40 | New |
| Grey Fox Wealth Advisors, LLC | 42 | $14.1K | 0.01% | +42 | New |
| EWG Elevate Inc. | 43 | $14.5K | 0.01% | +43 | New |
| Rational Advisors LLC | 50 | $16.8K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 52 | $17.0K | 0.00% | −1−1.9% | Reduced |
| Kathleen S. Wright Associates Inc. | 52 | $17.0K | 0.01% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 50 | $17.0K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 52 | $17.5K | 0.01% | +5+10.6% | Added |
| Grayhawk Investment Strategies Inc. | 54 | $18.2K | 0.01% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 55 | $18.5K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 55 | $18.5K | 0.01% | +55 | New |
| Stephenson National Bank & Trust | 57 | $19.0K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 57 | $19.0K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 56 | $19.0K | 0.04% | +1+1.8% | Added |
| Ameliora Wealth Management Ltd. | 57 | $19.2K | 0.01% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 59 | $19.9K | 0.02% | 00.0% | Unchanged |
| Steward Financial Group LLC | 60 | $20.0K | 0.01% | +60 | New |
| One Wealth Advisors, LLC | 60 | $20.2K | 0.00% | +60 | New |
| Cedar Mountain Advisors, LLC | 62 | $20.9K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 62 | $20.9K | 0.00% | +18+40.9% | Added |
| Freedom Wealth Alliance, LLC | 62 | $20.9K | 0.03% | +62 | New |
| Laurel Wealth Advisors LLC | 64 | $21.5K | 0.00% | 00.0% | Unchanged |
| Corrado Advisors, LLC | 65 | $21.9K | 0.02% | +65 | New |
| Phocas Financial Corp. | 66 | $22.2K | 0.00% | +66 | New |
| Bradley & Co. Private Wealth Management, LLC | 68 | $22.9K | 0.03% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 68 | $23.0K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 67 | $23.0K | 0.01% | +67 | New |
| Piershale Financial Group, Inc. | 70 | $23.6K | 0.02% | +70 | New |
