| Ogorek Anthony Joseph | 2 | $0 | 0.00% | −3−60.0% | Reduced |
| Navigoe, LLC | 3 | $0 | 0.00% | +3 | New |
| Raleigh Capital Management Inc. | 0 | $5 | 0.00% | 0 | Unchanged |
| Financial Life Planners | 1 | $135 | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 1 | $162 | 0.00% | −4−80.0% | Reduced |
| Quarry LP | 1 | $162 | 0.00% | +1 | New |
| Medallion Wealth Advisors, LLC | 1 | $162 | 0.00% | +1 | New |
| Quaker Wealth Management, LLC | 1 | $163 | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 1 | $163 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 1 | $163 | 0.00% | +1 | New |
| Seneschal Advisors, LLC | 2 | $325 | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 2 | $325 | 0.00% | 00.0% | Unchanged |
| Motco | 2 | $325 | 0.00% | +2 | New |
| Bartlett & Co. Wealth Management LLC | 2 | $325 | 0.00% | +2 | New |
| Essential Partners LLC | 3 | $487 | 0.00% | −210−98.6% | Reduced |
| Colonial Trust Co | 3 | $487 | 0.00% | −2−40.0% | Reduced |
| Key Financial Inc | 3 | $487 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 3 | $487 | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 3 | $487 | 0.00% | +3 | New |
| Buck Wealth Strategies, LLC | 3 | $487 | 0.00% | +3 | New |
| Silver Grove Financial Group, Inc. | 3 | $487 | 0.00% | +3 | New |
| DecisionPoint Financial, LLC | 3 | $490 | 0.00% | +3 | New |
| Hughes Financial Services, LLC | 4 | $649 | 0.00% | +3+300.0% | Added |
| WestEnd Advisors, LLC | 4 | $649 | 0.00% | +4 | New |
| MV Capital Management, Inc. | 4 | $650 | 0.00% | −39−90.7% | Reduced |
| Tradewinds Capital Management, LLC | 4 | $650 | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 4 | $671 | 0.00% | −1−20.0% | Reduced |
| Piscataqua Savings Bank | 5 | $811 | 0.00% | −8−61.5% | Reduced |
| Burk Holdings LLC | 5 | $812 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 5 | $812 | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 5 | $812 | 0.00% | +5 | New |
| Cape Investment Advisory, Inc. | 5 | $812 | 0.00% | +5 | New |
| Evolution Wealth Management Inc. | 5 | $812 | 0.00% | +5 | New |
| North Star Investment Management Corp. | 6 | $974 | 0.00% | −12−66.7% | Reduced |
| South State Corp. | 6 | $975 | 0.00% | −11−64.7% | Reduced |
| Fulcrum Asset Management LLP | 6 | $980 | 0.00% | +6 | New |
| Capital Advisors, Ltd. LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 8 | $1.30K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 9 | $1.46K | 0.00% | −20−69.0% | Reduced |
| First Command Advisory Services, Inc. | 9 | $1.46K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 9 | $1.46K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 9 | $1.46K | 0.00% | −16−64.0% | Reduced |
| Bell Investment Advisors, Inc | 9 | $1.46K | 0.00% | −3−25.0% | Reduced |
| Kilter Group LLC | 9 | $1.46K | 0.00% | +1+12.5% | Added |
| Indiana Trust & Investment Management CO | 10 | $1.62K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 10 | $1.62K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 10 | $1.62K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 10 | $1.62K | 0.00% | +5+100.0% | Added |
| RHL Group, LLC | 12 | $1.94K | 0.00% | +12 | New |
| WPG Advisers, LLC | 12 | $1.95K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 13 | $2.11K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 13 | $2.11K | 0.00% | +5+62.5% | Added |
| Principia Wealth Advisory, LLC | 13 | $2.11K | 0.00% | +6+85.7% | Added |
| Tounjian Advisory Partners, LLC | 13 | $2.12K | 0.00% | +13 | New |
| Albion Financial Group | 14 | $2.27K | 0.00% | −7−33.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 14 | $2.27K | 0.00% | 00.0% | Unchanged |
| HGK Asset Management Inc | 14 | $2.27K | 0.00% | +14 | New |
| Axiom Investment Management LLC | 14 | $2.27K | 0.00% | +14 | New |
| Copia Wealth Management | 15 | $2.44K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 15 | $2.44K | 0.00% | +3+25.0% | Added |
| Sunrise Financial Services, LLC | 16 | $2.60K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 18 | $2.92K | 0.00% | +5+38.5% | Added |
| Wealth Enhancement Trust Services, Inc. | 18 | $2.92K | 0.00% | +18 | New |
| Avion Wealth | 20 | $3.00K | 0.00% | +5+33.3% | Added |
| Westside Investment Management, Inc. | 19 | $3.08K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 19 | $3.08K | 0.00% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 19 | $3.08K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 21 | $3.41K | 0.00% | +13+162.5% | Added |
| Creative Capital Management Investments LLC | 21 | $3.41K | 0.00% | +21 | New |
| Sachetta, LLC | 22 | $3.57K | 0.00% | −10−31.3% | Reduced |
| Solstein Capital, LLC | 23 | $3.73K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 23 | $3.73K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 25 | $3.95K | 0.00% | −22−46.8% | Reduced |
| Optiver Holding B.V. | 26 | $4.22K | 0.00% | −292−91.8% | Reduced |
| MTM Investment Management, LLC | 26 | $4.22K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 27 | $4.38K | 0.01% | −348−92.8% | Reduced |
| Owl Creek Wealth Partners LLC | 28 | $4.55K | 0.00% | −40−58.8% | Reduced |
| CNB Bank | 28 | $4.55K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 29 | $4.71K | 0.00% | −456−94.0% | Reduced |
| Synergy Investment Management, LLC | 30 | $4.80K | 0.00% | −9−23.1% | Reduced |
| St Germain D J Co Inc | 30 | $4.87K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 30 | $4.87K | 0.00% | +30 | New |
| Rialto Wealth Management, LLC | 31 | $5.03K | 0.00% | +11+55.0% | Added |
| C M Bidwell & Associates Ltd | 32 | $5.20K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 32 | $5.20K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 32 | $5.20K | 0.00% | +1+3.2% | Added |
| Anchor Investment Management, LLC | 32 | $5.20K | 0.00% | +7+28.0% | Added |
| Security National Bank of So Dak | 34 | $5.52K | 0.00% | +34 | New |
| Action Point Financial Planning, LLC | 38 | $5.84K | 0.00% | +38 | New |
| LGT Financial Advisors LLC | 37 | $5.94K | 0.03% | +1+2.8% | Added |
| Valued Wealth Advisors LLC | 38 | $6.17K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 39 | $6.33K | 0.00% | +15+62.5% | Added |
| Cedar Mountain Advisors, LLC | 40 | $6.49K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 44 | $7.14K | 0.00% | −7−13.7% | Reduced |
| BOK Financial Private Wealth, Inc. | 45 | $7.31K | 0.00% | +45 | New |
| Highline Wealth Partners LLC | 45 | $7.34K | 0.00% | +40+800.0% | Added |
| Cromwell Holdings LLC | 49 | $7.96K | 0.00% | −63−56.3% | Reduced |
| GW&K Investment Management, LLC | 49 | $8.00K | 0.00% | −18−26.9% | Reduced |
| Wolff Wiese Magana LLC | 50 | $8.12K | 0.00% | 00.0% | Unchanged |
| Virginia Estate & Retirement Planning Advisors Inc. | 50 | $8.12K | 0.01% | 00.0% | Unchanged |