| Pacific Center for Financial Services | 0 | $8 | 0.00% | 0 | Unchanged |
| Dogwood Wealth Management LLC | 0 | $23 | 0.00% | −31−100.0% | Reduced |
| First Personal Financial Services | 1 | $203 | 0.00% | +1 | New |
| Annapolis Financial Services, LLC | 3 | $550 | 0.00% | +3 | New |
| WestEnd Advisors, LLC | 4 | $808 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 5 | $1.01K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 5 | $1.01K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 5 | $1.01K | 0.00% | −3−37.5% | Reduced |
| Claris Advisors, LLC | 8 | $1.62K | 0.00% | +8 | New |
| JDM Financial Group LLC | 8 | $1.62K | 0.00% | +8 | New |
| Breakwater Investment Management | 9 | $1.82K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 9 | $1.82K | 0.00% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 10 | $2.02K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $2.02K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 12 | $2.42K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 12 | $2.42K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 12 | $2.42K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 12 | $2.42K | 0.00% | +12 | New |
| TD Capital Management LLC | 14 | $2.83K | 0.00% | +14 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 18 | $3.29K | 0.00% | +18 | New |
| Legacy Wealth Managment, LLC | 18 | $3.29K | 0.00% | +18 | New |
| New Millennium Group LLC | 16 | $3.33K | 0.00% | −14,157−99.9% | Reduced |
| Peterson Financial Group, Inc. | 18 | $3.57K | 0.01% | +18 | New |
| Kozak & Associates, Inc. | 20 | $3.69K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 17 | $4.01K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 20 | $4.04K | 0.36% | −4−16.7% | Reduced |
| Altshuler Shaham Ltd | 21 | $4.24K | 0.00% | +4+23.5% | Added |
| Riggs Asset Managment Co. Inc. | 21 | $4.24K | 0.00% | +10+90.9% | Added |
| Tucker Asset Management LLC | 24 | $4.85K | 0.00% | −80−76.9% | Reduced |
| MRP Capital Investments, LLC | 25 | $5.05K | 0.00% | +25 | New |
| Copeland Capital Management, LLC | 26 | $5.25K | 0.00% | +26 | New |
| Fairman Group, LLC | 28 | $5.66K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 29 | $5.86K | 0.00% | +29 | New |
| Mascoma Wealth Management LLC | 30 | $6.06K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 31 | $6.26K | 0.00% | +12+63.2% | Added |
| Ruedi Wealth Management, Inc. | 33 | $6.67K | 0.00% | −33−50.0% | Reduced |
| Thompson Investment Management, Inc. | 36 | $7.27K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 40 | $8.08K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 40 | $8.28K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 42 | $8.48K | 0.00% | +42 | New |
| Winch Advisory Services, LLC | 44 | $8.99K | 0.00% | 00.0% | Unchanged |
| Family CFO Inc | 45 | $9.09K | 0.01% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 45 | $9.09K | 0.00% | +7+18.4% | Added |
| New Age Alpha Advisors, LLC | 47 | $9.50K | 0.01% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 49 | $9.90K | 0.01% | 00.0% | Unchanged |
| Syntax Research, Inc. | 49 | $9.90K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 49 | $9.91K | 0.00% | +24+96.0% | Added |
| Cyrus J. Lawrence, LLC | 51 | $10.0K | 0.00% | −50−49.5% | Reduced |
| Tompkins Financial Corp | 50 | $10.1K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 50 | $10.1K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 50 | $10.1K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 51 | $10.3K | 0.00% | +26+104.0% | Added |
| Gilliland Jeter Wealth Management LLC | 51 | $10.4K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 53 | $10.7K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 54 | $10.9K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 58 | $11.0K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 55 | $11.1K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 56 | $11.3K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 58 | $11.7K | 0.00% | +41+241.2% | Added |
| SJS Investment Consulting Inc. | 58 | $11.7K | 0.00% | −17−22.7% | Reduced |
| Y.D. More Investments Ltd | 60 | $12.1K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 61 | $12.3K | 0.01% | +6+10.9% | Added |
| Core Alternative Capital | 63 | $12.7K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 64 | $12.9K | 0.01% | +34+113.3% | Added |
| Macroview Investment Management LLC | 65 | $13.1K | 0.01% | +43+195.5% | Added |
| Pacific Capital Wealth Advisors, Inc | 71 | $14.3K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 75 | $15.2K | 0.00% | +75 | New |
| Atwood & Palmer Inc | 77 | $15.6K | 0.00% | +2+2.7% | Added |
| Fairfield Financial Advisors, LTD | 78 | $15.7K | 0.01% | −40−33.9% | Reduced |
| Pittenger & Anderson Inc | 82 | $16.6K | 0.00% | −6,318−98.7% | Reduced |
| Old Second National Bank of Aurora | 90 | $18.2K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 90 | $18.3K | 0.00% | −219−70.9% | Reduced |
| VitalStone Financial, LLC | 91 | $18.4K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 92 | $18.6K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 95 | $19.2K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 100 | $20.2K | 0.05% | −1,730−94.5% | Reduced |
| Community Bank, N.A. | 100 | $20.2K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 102 | $20.6K | 0.01% | +44+75.9% | Added |
| Legacy Bridge, LLC | 102 | $20.6K | 0.01% | +17+20.0% | Added |
| Avion Wealth | 109 | $22.0K | 0.01% | −8−6.8% | Reduced |
| Golden State Equity Partners | 109 | $22.0K | 0.00% | +109 | New |
| FWL Investment Management, LLC | 112 | $22.6K | 0.01% | +112 | New |
| FSA Wealth Management LLC | 117 | $23.7K | 0.01% | +117 | New |
| Cornerstone Planning Group LLC | 131 | $24.9K | 0.01% | −12−8.4% | Reduced |
| Redmont Wealth Advisors LLC | 126 | $25.5K | 0.04% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 126 | $25.5K | 0.01% | +50+65.8% | Added |
| Salomon & Ludwin, LLC | 130 | $26.3K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 132 | $26.7K | 0.00% | −6−4.3% | Reduced |
| Missouri Trust & Investment Co | 135 | $27.3K | 0.01% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 139 | $28.1K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 142 | $28.7K | 0.01% | +142 | New |
| Disciplina Capital Management LLC | 142 | $28.7K | 0.00% | +142 | New |
| Chesapeake Asset Management LLC | 145 | $29.3K | 0.03% | +7+5.1% | Added |
| Pin Oak Investment Advisors Inc | 150 | $30.0K | 0.03% | +50+50.0% | Added |
| Brown, Lisle/Cummings, Inc. | 150 | $30.3K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 156 | $31.5K | 0.01% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 160 | $32.3K | 0.02% | 00.0% | Unchanged |
| Front Row Advisors LLC | 160 | $32.4K | 0.01% | −378−70.3% | Reduced |
| Clean Yield Group | 161 | $32.5K | 0.01% | +161 | New |
