| Briaud Financial Planning, Inc | 5 | $0 | 0.00% | +5 | New |
| Main Street Group, LTD | 1 | $177 | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 2 | $354 | 0.00% | −498−99.6% | Reduced |
| Dakota Community Bank & Trust NA | 2 | $354 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 2 | $354 | 0.00% | 00.0% | Unchanged |
| Investment Counsel Co of Nevada | 2 | $354 | 0.00% | +2 | New |
| Copia Wealth Management | 2 | $354 | 0.00% | +2 | New |
| Menard Financial Group LLC | 3 | $531 | 0.00% | +3 | New |
| Conquis Financial LLC | 3 | $531 | 0.00% | +3 | New |
| Winthrop Capital Management, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Richard W. Paul & Associates, LLC | 6 | $1.06K | 0.00% | 00.0% | Unchanged |
| Safe Harbor Fiduciary, LLC | 6 | $1.06K | 0.00% | +6 | New |
| Innovative Advisory Group, LLC | 6 | $1.06K | 0.00% | +6 | New |
| NBC Securities, Inc. | 6 | $1.06K | 0.10% | −5,630−99.9% | Reduced |
| Wingate Wealth Advisors, Inc. | 7 | $1.24K | 0.00% | +7 | New |
| Piscataqua Savings Bank | 8 | $1.42K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 9 | $1.59K | 0.00% | +9 | New |
| Investors Research Corp | 10 | $1.77K | 0.00% | −200−95.2% | Reduced |
| Raffa Wealth Management, LLC | 10 | $1.77K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 10 | $1.77K | 0.00% | +10 | New |
| Global Trust Asset Management, LLC | 11 | $1.95K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 11 | $1.95K | 0.00% | +11 | New |
| Winnow Wealth LLC | 13 | $2.13K | 0.00% | +13 | New |
| Plato Investment Management Ltd | 12 | $2.13K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 13 | $2.30K | 0.00% | −204−94.0% | Reduced |
| Kestra Investment Management, LLC | 13 | $2.30K | 0.00% | +13 | New |
| Modus Advisors, LLC | 15 | $2.65K | 0.00% | −10,917−99.9% | Reduced |
| DecisionPoint Financial, LLC | 15 | $2.65K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 15 | $2.65K | 0.00% | +1+7.1% | Added |
| Bernard Wealth Management Corp. | 15 | $2.65K | 0.00% | +15 | New |
| West Oak Capital, LLC | 15 | $2.70K | 0.00% | +15 | New |
| Investment Management Corp | 16 | $2.83K | 0.00% | +16 | New |
| CBIZ Investment Advisory Services, LLC | 16 | $2.83K | 0.00% | +16 | New |
| PayPay Securities Corp | 18 | $3.19K | 0.14% | +1+5.9% | Added |
| Atlantic Trust, LLC | 19 | $3.36K | 0.00% | +19 | New |
| Quest 10 Wealth Builders, Inc. | 19 | $3.36K | 0.00% | +19 | New |
| Vista Private Wealth Partners. LLC | 20 | $3.54K | 0.00% | −5,467−99.6% | Reduced |
| First United Bank Trust | 20 | $3.54K | 0.00% | −20−50.0% | Reduced |
| Insight Financial Services | 21 | $3.72K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 24 | $4.00K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 23 | $4.07K | 0.00% | +5+27.8% | Added |
| Old Point Trust & Financial Services N A | 25 | $4.42K | 0.00% | −225−90.0% | Reduced |
| Principia Wealth Advisory, LLC | 25 | $4.42K | 0.00% | +25 | New |
| MPWM Advisory Solutions, LLC | 25 | $4.42K | 0.00% | +25 | New |
| Knights of Columbus Asset Advisors LLC | 26 | $4.60K | 0.00% | +26 | New |
| Semmax Financial Advisors Inc. | 25 | $4.64K | 0.00% | 00.0% | Unchanged |
| American National Bank | 27 | $4.78K | 0.00% | −7,318−99.6% | Reduced |
| Front Row Advisors LLC | 27 | $4.78K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 28 | $4.96K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 30 | $5.00K | 0.00% | +10+50.0% | Added |
| Valued Wealth Advisors LLC | 30 | $5.31K | 0.00% | −8−21.1% | Reduced |
| Whipplewood Advisors, LLC | 30 | $5.31K | 0.00% | +30 | New |
| Promus Capital, LLC | 35 | $6.20K | 0.00% | +35 | New |
| Cetera Trust Company, N.A | 40 | $7.08K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 43 | $7.61K | 0.00% | +43 | New |
| Collier Financial | 44 | $7.79K | 0.01% | +44 | New |
| Harel Insurance Investments & Financial Services Ltd. | 47 | $8.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 46 | $8.14K | 0.00% | −27−37.0% | Reduced |
| Hager Investment Management Services, LLC | 47 | $8.32K | 0.01% | +47 | New |
| Park Place Capital Corp | 48 | $8.50K | 0.00% | +16+50.0% | Added |
| Blume Capital Management, Inc. | 50 | $8.85K | 0.00% | −20−28.6% | Reduced |
| TD Capital Management LLC | 50 | $8.85K | 0.00% | 00.0% | Unchanged |
| Peterson Wealth Services | 50 | $8.85K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 50 | $8.85K | 0.00% | 00.0% | Unchanged |
| XY Capital Ltd | 50 | $8.85K | 0.01% | +50 | New |
| Hopwood Financial Services, Inc. | 50 | $8.85K | 0.01% | +50 | New |
| Legend Financial Advisors, Inc. | 54 | $9.56K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 57 | $10.0K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 59 | $10.4K | 0.00% | +59 | New |
| Chesapeake Asset Management LLC | 60 | $10.6K | 0.01% | +10+20.0% | Added |
| Morton Brown Family Wealth, LLC | 60 | $10.6K | 0.00% | +60 | New |
| IMG Wealth Management, Inc. | 69 | $12.2K | 0.01% | +69 | New |
| WPG Advisers, LLC | 69 | $12.2K | 0.01% | +69 | New |
| Providence First Trust Co | 70 | $12.4K | 0.00% | +70 | New |
| Avalon Trust Co | 73 | $12.9K | 0.00% | +37+102.8% | Added |
| Studio Investment Management LLC | 75 | $13.3K | 0.00% | +25+50.0% | Added |
| Palouse Capital Management, Inc. | 75 | $13.3K | 0.01% | +75 | New |
| Putney Financial Group LLC | 75 | $13.3K | 0.01% | +75 | New |
| Financially Speaking Inc | 77 | $13.6K | 0.01% | +77 | New |
| Millstone Evans Group, LLC | 80 | $14.2K | 0.01% | +80 | New |
| Pension & Wealth Management Advisors, Inc. | 88 | $15.6K | 0.01% | +85+2,833.3% | Added |
| VSM Wealth Advisory, LLC | 90 | $15.9K | 0.01% | +90 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 94 | $16.6K | 0.03% | +88+1,466.7% | Added |
| Broadwater Capital Management LLC | 95 | $16.8K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 96 | $17.0K | 0.01% | +94+4,700.0% | Added |
| Sanctuary Wealth Management, L.L.C. | 100 | $17.7K | 0.01% | −353−77.9% | Reduced |
| PFG Private Wealth Management, LLC | 100 | $17.7K | 0.01% | 00.0% | Unchanged |
| Davis Capital Management | 100 | $17.7K | 0.01% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 100 | $17.7K | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 100 | $17.7K | 0.01% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 100 | $17.7K | 0.00% | +100 | New |
| Bank of New Hampshire | 100 | $17.7K | 0.00% | +100 | New |
| Trivant Custom Portfolio Group, LLC | 100 | $17.7K | 0.01% | +100 | New |
| Parkworth Wealth Management, Inc. | 100 | $17.7K | 0.01% | +100 | New |
| ROSS\JOHNSON & Associates LLC | 100 | $17.7K | 0.41% | +100 | New |
| WealthTrak Capital Management LLC | 101 | $17.9K | 0.02% | +101 | New |
| Centerpoint Advisors, LLC | 101 | $18.0K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 102 | $18.1K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 103 | $18.2K | 0.01% | +3+3.0% | Added |
