| Financial Gravity Companies, Inc. | 1 | $387 | 0.00% | +1 | New |
| Comprehensive Financial Planning, Inc. | 1 | $387 | 0.00% | +1 | New |
| Capital A Wealth Management, LLC | 1 | $597 | 0.01% | −48−98.0% | Reduced |
| Kiker Wealth Management, LLC | 2 | $774 | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Designers | 2 | $774 | 0.00% | +2 | New |
| Minot DeBlois Advisors LLC | 5 | $1.93K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 5 | $1.93K | 0.00% | +5 | New |
| Alpine Bank Wealth Management | 6 | $2.32K | 0.00% | −283−97.9% | Reduced |
| Twin Lakes Capital Management, LLC | 6 | $2.32K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 6 | $2.35K | 0.00% | +4+200.0% | Added |
| Morton Brown Family Wealth, LLC | 7 | $2.71K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 7 | $2.71K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 7 | $2.71K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 7 | $2.71K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 7 | $2.71K | 0.00% | +7 | New |
| Hughes Financial Services, LLC | 8 | $2.77K | 0.00% | −11−57.9% | Reduced |
| PayPay Securities Corp | 8 | $3.10K | 0.15% | −1−11.1% | Reduced |
| Centricity Wealth Management, LLC | 8 | $3.10K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 8 | $3.10K | 0.00% | +5+166.7% | Added |
| Creative Capital Management Investments LLC | 8 | $3.10K | 0.00% | +8 | New |
| Longfellow Investment Management Co LLC | 9 | $3.48K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 9 | $3.48K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 9 | $3.48K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 9 | $3.48K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 9 | $3.48K | 0.00% | +5+125.0% | Added |
| Berkshire Capital Holdings Inc | 10 | $3.87K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 10 | $3.87K | 0.00% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 10 | $3.87K | 0.00% | +10 | New |
| Inlight Wealth Management, LLC | 11 | $4.26K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 11 | $4.26K | 0.00% | 00.0% | Unchanged |
| Christopher J. Hasenberg, Inc | 11 | $4.26K | 0.00% | 00.0% | Unchanged |
| Tobam | 14 | $5.00K | 0.00% | −422−96.8% | Reduced |
| Stone House Investment Management, LLC | 13 | $5.03K | 0.00% | −23−63.9% | Reduced |
| MPWM Advisory Solutions, LLC | 13 | $5.03K | 0.00% | −3−18.8% | Reduced |
| WestEnd Advisors, LLC | 13 | $5.03K | 0.00% | 00.0% | Unchanged |
| Prudent Man Investment Management, Inc. | 13 | $5.78K | 0.00% | 00.0% | Unchanged |
| Compass Planning Associates Inc | 15 | $5.80K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 16 | $5.99K | 0.00% | −4−20.0% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 16 | $6.19K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 17 | $6.58K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 17 | $6.58K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 17 | $6.58K | 0.00% | +1+6.3% | Added |
| Signature Resources Capital Management, LLC | 17 | $6.58K | 0.00% | +17 | New |
| Gold Investment Management Ltd. | 17 | $6.67K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 58 | $6.96K | 0.00% | −215−78.8% | Reduced |
| Westend Capital Management, LLC | 18 | $6.96K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 18 | $7.00K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 19 | $7.35K | 0.00% | −39−67.2% | Reduced |
| Global Wealth Strategies & Associates | 19 | $7.35K | 0.00% | −39−67.2% | Reduced |
| POM Investment Strategies, LLC | 19 | $7.35K | 0.01% | −5−20.8% | Reduced |
| Intelligent Financial Strategies | 20 | $7.74K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 20 | $7.74K | 0.01% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 20 | $7.74K | 0.01% | +8+66.7% | Added |
| Riggs Asset Managment Co. Inc. | 20 | $7.74K | 0.00% | +20 | New |
| Maryland Capital Advisors Inc. | 21 | $8.13K | 0.00% | +21 | New |
| Mid-American Wealth Advisory Group, Inc. | 22 | $8.51K | 0.00% | +22 | New |
| TFC Financial Management | 22 | $8.51K | 0.00% | −114−83.8% | Reduced |
| WealthTrak Capital Management LLC | 22 | $8.51K | 0.01% | +6+37.5% | Added |
| Bullock Wealth Management Group | 22 | $8.63K | 0.00% | +20+1,000.0% | Added |
| Copia Wealth Management | 23 | $8.90K | 0.01% | −39−62.9% | Reduced |
| Beaird Harris Wealth Management, LLC | 24 | $9.29K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 25 | $9.67K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 25 | $9.67K | 0.00% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 25 | $9.67K | 0.00% | 00.0% | Unchanged |
| Investment Management Corp | 26 | $10.1K | 0.01% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 27 | $10.4K | 0.00% | −7−20.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 28 | $10.8K | 0.00% | −3−9.7% | Reduced |
| Bare Financial Services, Inc | 28 | $10.8K | 0.00% | +24+600.0% | Added |
| Hara Capital LLC | 28 | $10.8K | 0.01% | +28 | New |
| Valued Wealth Advisors LLC | 29 | $11.4K | 0.01% | +6+26.1% | Added |
| Battery Global Advisors, LLC | 30 | $11.6K | 0.01% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 30 | $11.8K | 0.00% | −5−14.3% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 32 | $12.4K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 33 | $12.8K | 0.01% | +15+83.3% | Added |
| Piscataqua Savings Bank | 34 | $13.2K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 35 | $13.5K | 0.00% | −33−48.5% | Reduced |
| Bernard Wealth Management Corp. | 38 | $14.7K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 41 | $15.0K | 0.00% | −14−25.5% | Reduced |
| Maseco LLP | 39 | $15.1K | 0.00% | +39 | New |
| Dogwood Wealth Management LLC | 40 | $15.3K | 0.01% | +2+5.3% | Added |
| Old Point Trust & Financial Services N A | 41 | $15.9K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 42 | $16.2K | 0.00% | −6−12.5% | Reduced |
| Stephenson National Bank & Trust | 42 | $16.2K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 45 | $17.4K | 0.00% | −34−43.0% | Reduced |
| Blue Bell Private Wealth Management, LLC | 45 | $17.4K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 45 | $17.4K | 0.01% | +45 | New |
| Cedar Mountain Advisors, LLC | 48 | $18.6K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 48 | $18.6K | 0.01% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 48 | $18.6K | 0.01% | +48 | New |
| Rialto Wealth Management, LLC | 49 | $19.0K | 0.01% | +21+75.0% | Added |
| Accredited Wealth Management, LLC | 50 | $19.3K | 0.02% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 50 | $19.3K | 0.02% | +12+31.6% | Added |
| Clean Yield Group | 52 | $20.1K | 0.01% | −26−33.3% | Reduced |
| Syntax Research, Inc. | 52 | $20.1K | 0.01% | 00.0% | Unchanged |
| Tidemark, LLC | 53 | $20.5K | 0.01% | +6+12.8% | Added |
| Sagard Holdings Management Inc. | 54 | $20.9K | 0.06% | +54 | New |
| Stuart Chaussee & Associates, Inc. | 55 | $21.3K | 0.00% | 00.0% | Unchanged |
| Spurstone Advisory Services, LLC | 55 | $21.3K | 0.32% | +55 | New |
| Robinswood Financial LLC | 60 | $23.2K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 60 | $23.2K | 0.00% | +35+140.0% | Added |
