| Coston, McIsaac & Partners | 11 | $0 | 0.00% | +11 | New |
| Painted Porch Advisors LLC | 1 | $77 | 0.00% | +1 | New |
| Bellwether Advisors, LLC | 3 | $210 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 4 | $280 | 0.00% | −99−96.1% | Reduced |
| SJS Investment Consulting Inc. | 8 | $560 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 10 | $699 | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 10 | $699 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 13 | $929 | 0.00% | +3+30.0% | Added |
| Anfield Capital Management, LLC | 15 | $1.05K | 0.00% | +15 | New |
| Logan Capital Management Inc | 16 | $1.12K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 16 | $1.12K | 0.00% | +16 | New |
| Kilter Group LLC | 17 | $1.19K | 0.00% | +17 | New |
| Colonial Trust Advisors | 18 | $1.26K | 0.00% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 19 | $1.33K | 0.00% | +19 | New |
| Solstein Capital, LLC | 19 | $1.33K | 0.00% | 00.0% | Unchanged |
| Total Investment Management Inc | 20 | $1.40K | 0.00% | +20 | New |
| Gold Investment Management Ltd. | 20 | $1.43K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 24 | $1.73K | 0.00% | +8+50.0% | Added |
| Transce3nd, LLC | 25 | $1.75K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 28 | $1.96K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 28 | $1.96K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 34 | $2.00K | 0.00% | −22−39.3% | Reduced |
| Hemington Wealth Management | 41 | $2.00K | 0.00% | −20−32.8% | Reduced |
| Wood Tarver Financial Group, LLC | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 35 | $2.45K | 0.00% | −41−53.9% | Reduced |
| BFSG, LLC | 36 | $2.52K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 39 | $2.73K | 0.00% | +39 | New |
| Private Wealth Asset Management, LLC | 40 | $2.79K | 0.00% | 00.0% | Unchanged |
| Hara Capital LLC | 40 | $2.79K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 40 | $2.80K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 42 | $2.94K | 0.00% | −61−59.2% | Reduced |
| Winch Advisory Services, LLC | 44 | $3.05K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 49 | $3.42K | 0.00% | −117−70.5% | Reduced |
| Hoey Investments, Inc | 50 | $3.49K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 52 | $3.63K | 0.00% | +52 | New |
| NFJ Investment Group, LLC | 52 | $3.63K | 0.00% | −4,090−98.7% | Reduced |
| Delos Wealth Advisors, LLC | 54 | $3.77K | 0.00% | +54 | New |
| Pacifica Partners Inc. | 55 | $3.84K | 0.00% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 55 | $3.84K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 55 | $3.84K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 56 | $3.87K | 0.00% | +56 | New |
| Iron Horse Wealth Management, LLC | 56 | $3.91K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 56 | $3.91K | 0.00% | +56 | New |
| St. Johns Investment Management Company, LLC | 58 | $4.05K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 61 | $4.26K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 62 | $4.33K | 0.00% | −8−11.4% | Reduced |
| Tidemark, LLC | 64 | $4.47K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 71 | $4.97K | 0.00% | +7+10.9% | Added |
| Avion Wealth | 74 | $5.00K | 0.00% | −102−58.0% | Reduced |
| Salomon & Ludwin, LLC | 72 | $5.12K | 0.00% | +40+125.0% | Added |
| HighMark Wealth Management LLC | 74 | $5.19K | 0.00% | −5−6.3% | Reduced |
| Minot DeBlois Advisors LLC | 75 | $5.24K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 75 | $5.24K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 80 | $5.59K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 84 | $5.87K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 90 | $6.29K | 0.00% | +65+260.0% | Added |
| Sachetta, LLC | 90 | $6.29K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 90 | $6.29K | 0.00% | +90 | New |
| American Capital Advisory, LLC | 91 | $6.36K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 93 | $6.50K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 95 | $6.64K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 99 | $6.92K | 0.00% | +99 | New |
| Lowe Wealth Advisors, LLC | 100 | $6.99K | 0.00% | 00.0% | Unchanged |
| Friedenthal Financial | 101 | $7.06K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 106 | $7.41K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 109 | $7.62K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 109 | $7.62K | 0.00% | +109 | New |
| Bare Financial Services, Inc | 114 | $7.97K | 0.00% | +81+245.5% | Added |
| Consultiva Wealth Management, Corp. | 116 | $8.11K | 0.03% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 117 | $8.18K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 117 | $8.18K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 120 | $8.39K | 0.00% | +120 | New |
| Cape Investment Advisory, Inc. | 122 | $8.53K | 0.00% | −3−2.4% | Reduced |
| Asset Management One Co.,Ltd. | 122 | $8.53K | 0.00% | +3+2.5% | Added |
| 1248 Management, LLC | 122 | $8.53K | 0.00% | +52+74.3% | Added |
| Quest 10 Wealth Builders, Inc. | 123 | $8.60K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 123 | $8.60K | 0.00% | +4+3.4% | Added |
| Mark Sheptoff Financial Planning, LLC | 145 | $10.1K | 0.01% | +45+45.0% | Added |
| Smallwood Wealth Investment Management, LLC | 149 | $10.4K | 0.01% | −134−47.3% | Reduced |
| First Community Trust NA | 150 | $10.5K | 0.01% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 150 | $10.5K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 150 | $10.5K | 0.01% | +1+0.7% | Added |
| Vision Financial Markets LLC | 152 | $10.6K | 0.01% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 155 | $10.8K | 0.00% | +155 | New |
| Nemes Rush Group LLC | 156 | $10.9K | 0.00% | +54+52.9% | Added |
| Pin Oak Investment Advisors Inc | 154 | $11.0K | 0.01% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 161 | $11.3K | 0.01% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 165 | $11.5K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 175 | $12.2K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 176 | $12.3K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 179 | $12.5K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 190 | $13.3K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 191 | $13.3K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 200 | $14.0K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 200 | $14.0K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 200 | $14.0K | 0.00% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 200 | $14.0K | 0.01% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 200 | $14.0K | 0.01% | +100+100.0% | Added |
| Bellevue Asset Management, LLC | 100 | $14.0K | 0.01% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 191 | $14.1K | 0.00% | 00.0% | Unchanged |