| Stone House Investment Management, LLC | 1 | $353 | 0.00% | −12−92.3% | Reduced |
| Comprehensive Financial Planning, Inc. | 1 | $353 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 1 | $353 | 0.00% | +1 | New |
| Noble Wealth Management PBC | 2 | $706 | 0.00% | +2 | New |
| Winnow Wealth LLC | 2 | $706 | 0.00% | +2 | New |
| Navigoe, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3 | $1.06K | 0.00% | −219−98.6% | Reduced |
| Hager Investment Management Services, LLC | 3 | $1.06K | 0.00% | −105−97.2% | Reduced |
| Cedar Mountain Advisors, LLC | 3 | $1.06K | 0.00% | −45−93.8% | Reduced |
| HFM Investment Advisors, LLC | 5 | $1.76K | 0.00% | −3−37.5% | Reduced |
| Minot DeBlois Advisors LLC | 5 | $1.76K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 6 | $2.06K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 6 | $2.12K | 0.00% | −60−90.9% | Reduced |
| Twin Lakes Capital Management, LLC | 6 | $2.12K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 7 | $2.47K | 0.00% | −6−46.2% | Reduced |
| Pinney & Scofield, Inc. | 7 | $2.47K | 0.00% | −3−30.0% | Reduced |
| Granite FO LLC | 7 | $2.47K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 7 | $2.47K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 7 | $2.47K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 8 | $2.82K | 0.00% | −5−38.5% | Reduced |
| American Capital Advisory, LLC | 8 | $2.82K | 0.00% | −1−11.1% | Reduced |
| Longfellow Investment Management Co LLC | 9 | $3.17K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 9 | $3.17K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 9 | $3.17K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 10 | $3.53K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 11 | $3.88K | 0.00% | −29−72.5% | Reduced |
| Inlight Wealth Management, LLC | 11 | $3.88K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 13 | $4.59K | 0.00% | −4−23.5% | Reduced |
| Anfield Capital Management, LLC | 14 | $4.94K | 0.00% | +5+55.6% | Added |
| Texas Capital Bancshares Inc | 14 | $4.94K | 0.00% | +14 | New |
| Tobam | 14 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 17 | $5.59K | 0.00% | +9+112.5% | Added |
| Prudent Man Investment Management, Inc. | 13 | $5.78K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 17 | $6.00K | 0.03% | −284−94.4% | Reduced |
| Binnacle Investments Inc | 17 | $6.00K | 0.00% | −90−84.1% | Reduced |
| Gold Investment Management Ltd. | 17 | $6.00K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 17 | $6.00K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 17 | $6.00K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 17 | $6.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 18 | $6.00K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 17 | $6.01K | 0.22% | +9+112.5% | Added |
| Westend Capital Management, LLC | 18 | $6.35K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 18 | $6.35K | 0.00% | −40−69.0% | Reduced |
| Imprint Wealth LLC | 18 | $6.35K | 0.02% | +18 | New |
| Principia Wealth Advisory, LLC | 19 | $6.70K | 0.00% | −1−5.0% | Reduced |
| Global Wealth Strategies & Associates | 19 | $6.70K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 19 | $6.70K | 0.00% | −3−13.6% | Reduced |
| BFSG, LLC | 19 | $6.70K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 20 | $7.00K | 0.00% | +20 | New |
| Corsicana & Co. | 20 | $7.05K | 0.00% | +20 | New |
| Halbert Hargrove Global Advisors, LLC | 21 | $7.41K | 0.00% | −6−22.2% | Reduced |
| Turning Point Benefit Group, Inc. | 22 | $7.56K | 0.00% | +22 | New |
| Bullock Wealth Management Group | 22 | $7.56K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 23 | $8.11K | 0.00% | −52−69.3% | Reduced |
| BOK Financial Private Wealth, Inc. | 24 | $8.47K | 0.00% | +24 | New |
| Beaird Harris Wealth Management, LLC | 25 | $8.82K | 0.00% | +1+4.2% | Added |
| Cranbrook Wealth Management, LLC | 25 | $8.82K | 0.00% | −35−58.3% | Reduced |
| Rocky Mountain Advisers, LLC | 25 | $8.82K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 25 | $8.82K | 0.00% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 25 | $8.82K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 25 | $8.82K | 0.01% | +5+25.0% | Added |
| DiNuzzo Private Wealth, Inc. | 25 | $8.92K | 0.00% | −3−10.7% | Reduced |
| Sherman Asset Management, Inc. | 27 | $9.52K | 0.01% | −126−82.4% | Reduced |
| Davidson Capital Management Inc. | 28 | $9.88K | 0.00% | −7,567−99.6% | Reduced |
| Hara Capital LLC | 28 | $9.88K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 29 | $10.2K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 30 | $10.6K | 0.00% | +2+7.1% | Added |
| Clean Yield Group | 30 | $10.6K | 0.00% | −22−42.3% | Reduced |
| Battery Global Advisors, LLC | 30 | $10.6K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 32 | $11.3K | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 33 | $11.6K | 0.00% | −5−13.2% | Reduced |
| Piscataqua Savings Bank | 34 | $12.0K | 0.01% | 00.0% | Unchanged |
| Performa Ltd (US), LLC | 34 | $12.0K | 0.00% | +34 | New |
| Mascoma Wealth Management LLC | 35 | $12.3K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 39 | $13.8K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 39 | $13.8K | 0.01% | +20+105.3% | Added |
| Altshuler Shaham Ltd | 41 | $14.5K | 0.00% | −4,150−99.0% | Reduced |
| Old Point Trust & Financial Services N A | 41 | $14.5K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 43 | $15.2K | 0.01% | +20+87.0% | Added |
| Cherry Tree Wealth Management, LLC | 45 | $15.9K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 45 | $15.9K | 0.00% | +3+7.1% | Added |
| Highline Wealth Partners LLC | 47 | $16.6K | 0.00% | +5+11.9% | Added |
| Marquette Asset Management, LLC | 47 | $16.6K | 0.00% | +47 | New |
| Legacy Wealth Managment, LLC | 48 | $16.9K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 50 | $17.6K | 0.00% | −24−32.4% | Reduced |
| Accredited Wealth Management, LLC | 5 | $17.6K | 0.01% | −45−90.0% | Reduced |
| Syntax Research, Inc. | 52 | $18.3K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 53 | $18.7K | 0.01% | −626−92.2% | Reduced |
| Tidemark, LLC | 53 | $18.7K | 0.01% | 00.0% | Unchanged |
| Sagard Holdings Management Inc. | 54 | $19.0K | 0.10% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 54 | $19.0K | 0.01% | +21+63.6% | Added |
| Stuart Chaussee & Associates, Inc. | 55 | $19.4K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 56 | $19.8K | 0.00% | −20−26.3% | Reduced |
| Evolution Advisers, Inc. | 60 | $20.0K | 0.01% | −59−49.6% | Reduced |
| Ogorek Anthony Joseph | 59 | $20.0K | 0.01% | +18+43.9% | Added |
| Solstein Capital, LLC | 57 | $20.1K | 0.01% | −300−84.0% | Reduced |
| Rialto Wealth Management, LLC | 57 | $20.1K | 0.01% | +8+16.3% | Added |
| Pathway Financial Advisers, LLC | 58 | $20.3K | 0.01% | +58 | New |
| First United Bank Trust | 59 | $20.8K | 0.01% | −27−31.4% | Reduced |
| Blue Bell Private Wealth Management, LLC | 59 | $20.8K | 0.00% | +14+31.1% | Added |
