| Briaud Financial Planning, Inc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 1 | $171 | 0.00% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 2 | $341 | 0.00% | 00.0% | Unchanged |
| Conquis Financial LLC | 3 | $512 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 3 | $512 | 0.00% | +3 | New |
| DecisionPoint Financial, LLC | 5 | $853 | 0.00% | −10−66.7% | Reduced |
| Safe Harbor Fiduciary, LLC | 6 | $1.02K | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 6 | $1.02K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 6 | $1.02K | 0.00% | −88−93.6% | Reduced |
| Perritt Capital Management Inc | 7 | $1.19K | 0.00% | +7 | New |
| Piscataqua Savings Bank | 8 | $1.36K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 8 | $1.36K | 0.00% | +8 | New |
| Evelyn Partners Asset Management Ltd | 9 | $1.53K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 10 | $1.71K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 10 | $1.71K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 11 | $1.88K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 12 | $2.05K | 0.00% | +2+20.0% | Added |
| New Millennium Group LLC | 13 | $2.22K | 0.00% | −100−88.5% | Reduced |
| Peterson Wealth Services | 13 | $2.22K | 0.00% | −37−74.0% | Reduced |
| 1620 Investment Advisors, Inc. | 13 | $2.22K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 13 | $2.22K | 0.00% | +13 | New |
| Quest 10 Wealth Builders, Inc. | 15 | $2.55K | 0.00% | −4−21.1% | Reduced |
| MPWM Advisory Solutions, LLC | 15 | $2.56K | 0.00% | −10−40.0% | Reduced |
| Bernard Wealth Management Corp. | 15 | $2.56K | 0.00% | 00.0% | Unchanged |
| Investment Management Corp | 16 | $2.73K | 0.00% | 00.0% | Unchanged |
| Lord & Richards Wealth Management, LLC | 16 | $2.73K | 0.00% | +16 | New |
| Winnow Wealth LLC | 18 | $3.04K | 0.00% | +5+38.5% | Added |
| First United Bank Trust | 20 | $3.41K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 21 | $3.58K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 21 | $3.58K | 0.00% | −2−8.7% | Reduced |
| Red Tortoise LLC | 22 | $3.75K | 0.00% | +7+46.7% | Added |
| Kestra Investment Management, LLC | 22 | $3.75K | 0.00% | +9+69.2% | Added |
| Bollard Group LLC | 24 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 24 | $4.09K | 0.00% | −23−48.9% | Reduced |
| Old Point Trust & Financial Services N A | 25 | $4.26K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 27 | $4.34K | 0.00% | +2+8.0% | Added |
| Front Row Advisors LLC | 27 | $4.61K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 28 | $4.76K | 0.00% | +28 | New |
| IAG Wealth Partners, LLC | 28 | $4.78K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 25 | $4.87K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 35 | $5.00K | 0.00% | +35 | New |
| Avalon Trust Co | 30 | $5.12K | 0.00% | −43−58.9% | Reduced |
| Valued Wealth Advisors LLC | 30 | $5.12K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 30 | $5.20K | 0.30% | +12+66.7% | Added |
| United Community Bank | 31 | $5.29K | 0.00% | +31 | New |
| Hurley Capital, LLC | 35 | $5.97K | 0.00% | −165−82.5% | Reduced |
| Promus Capital, LLC | 35 | $5.97K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 35 | $5.97K | 0.00% | +35 | New |
| Wealth Preservation Advisors, LLC | 40 | $6.82K | 0.00% | +40 | New |
| First Financial Corp | 42 | $7.16K | 0.00% | −86−67.2% | Reduced |
| Whipplewood Advisors, LLC | 11 | $7.33K | 0.00% | −19−63.3% | Reduced |
| Collier Financial | 44 | $7.50K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| Abound Financial, LLC | 50 | $8.53K | 0.00% | +50 | New |
| Studio Investment Management LLC | 50 | $8.53K | 0.00% | −25−33.3% | Reduced |
| Blume Capital Management, Inc. | 50 | $8.53K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 50 | $8.53K | 0.00% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 50 | $8.53K | 0.01% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 50 | $8.53K | 0.01% | +50 | New |
| Binnacle Investments Inc | 52 | $8.87K | 0.01% | +52 | New |
| PrairieView Partners, LLC | 57 | $9.00K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 53 | $9.04K | 0.00% | +5+10.4% | Added |
| Chesapeake Asset Management LLC | 55 | $9.38K | 0.01% | −5−8.3% | Reduced |
| Ogorek Anthony Joseph | 59 | $10.0K | 0.00% | +29+96.7% | Added |
| Synergy Investment Management, LLC | 59 | $10.1K | 0.00% | 00.0% | Unchanged |
| Curat Global, LLC | 105 | $10.3K | 0.01% | +105 | New |
| Stephenson National Bank & Trust | 61 | $10.4K | 0.00% | +15+32.6% | Added |
| Flaharty Asset Management, LLC | 66 | $11.3K | 0.00% | +66 | New |
| IMG Wealth Management, Inc. | 69 | $11.8K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 70 | $11.9K | 0.00% | +20+40.0% | Added |
| Nalls Sherbakoff Group, LLC | 74 | $12.6K | 0.01% | +74 | New |
| Broadwater Capital Management LLC | 75 | $12.8K | 0.01% | −20−21.1% | Reduced |
| Palouse Capital Management, Inc. | 75 | $12.8K | 0.01% | 00.0% | Unchanged |
| Putney Financial Group LLC | 75 | $12.8K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 76 | $13.0K | 0.00% | +16+26.7% | Added |
| Atlantic Trust, LLC | 76 | $13.0K | 0.00% | +57+300.0% | Added |
| WPG Advisers, LLC | 77 | $13.1K | 0.01% | +8+11.6% | Added |
| Northwest Capital Management Inc | 78 | $13.3K | 0.01% | −413−84.1% | Reduced |
| Hughes Financial Services, LLC | 80 | $13.5K | 0.00% | +80 | New |
| Millstone Evans Group, LLC | 80 | $13.6K | 0.01% | 00.0% | Unchanged |
| Pinpoint Asset Management Ltd | 86 | $14.7K | 0.00% | −23−21.1% | Reduced |
| VSM Wealth Advisory, LLC | 90 | $15.3K | 0.01% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 91 | $15.5K | 0.01% | −58−38.9% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 100 | $17.0K | 0.01% | −300−75.0% | Reduced |
| Centerpoint Advisors, LLC | 101 | $17.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 100 | $17.1K | 0.01% | −100−50.0% | Reduced |
| PFG Private Wealth Management, LLC | 100 | $17.1K | 0.01% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 100 | $17.1K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 100 | $17.1K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 100 | $17.1K | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 100 | $17.1K | 0.01% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 100 | $17.1K | 0.01% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 100 | $17.1K | 0.29% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 100 | $17.1K | 0.01% | +89+809.1% | Added |
| Carolina Wealth Advisors, LLC | 102 | $17.4K | 0.01% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 103 | $17.6K | 0.01% | +103 | New |
| DiNuzzo Private Wealth, Inc. | 109 | $18.6K | 0.00% | +4+3.8% | Added |
| Bradley & Co. Private Wealth Management, LLC | 111 | $18.9K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 111 | $18.9K | 0.00% | +95+593.8% | Added |
| CNB Bank | 112 | $19.1K | 0.01% | 00.0% | Unchanged |
