| Avondale Wealth Management | 6 | $230 | 0.00% | +6 | New |
| Elequin Capital LP | 12 | $501 | 0.00% | −10−45.5% | Reduced |
| Evergreen Private Wealth LLC | 13 | $542 | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 31 | $1.23K | 0.00% | +31 | New |
| Spectrum Wealth Counsel, LLC | 30 | $1.25K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 33 | $1.38K | 0.00% | +33 | New |
| Horizon Financial Services, LLC | 35 | $1.46K | 0.00% | +35 | New |
| LGT Financial Advisors LLC | 40 | $1.67K | 0.01% | −2,900−98.6% | Reduced |
| Perritt Capital Management Inc | 44 | $1.84K | 0.00% | +44 | New |
| Accordant Advisory Group Inc | 54 | $2.25K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 55 | $2.29K | 0.00% | −5−8.3% | Reduced |
| Principia Wealth Advisory, LLC | 63 | $2.34K | 0.00% | −110−63.6% | Reduced |
| Hallmark Capital Management Inc | 64 | $2.67K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 89 | $3.71K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 89 | $3.71K | 0.00% | +1+1.1% | Added |
| Tower Trust & Investment Co | 100 | $3.99K | 0.00% | +100 | New |
| PFG Private Wealth Management, LLC | 98 | $4.08K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 100 | $4.17K | 0.00% | −17,800−99.4% | Reduced |
| Strategic Investment Solutions, Inc. | 100 | $4.17K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 105 | $4.38K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 106 | $4.41K | 0.00% | +1+1.0% | Added |
| ROSS\JOHNSON & Associates LLC | 108 | $4.51K | 0.08% | +8+8.0% | Added |
| ESL Trust Services, LLC | 110 | $4.59K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 119 | $4.97K | 0.28% | −33−21.7% | Reduced |
| Evolution Advisers, Inc. | 125 | $5.00K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 130 | $5.42K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 130 | $5.42K | 0.00% | +130 | New |
| IAG Wealth Partners, LLC | 133 | $5.55K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 135 | $5.63K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 145 | $6.05K | 0.00% | 00.0% | Unchanged |
| Eq Wealth Advisors, LLC | 152 | $6.34K | 0.01% | +152 | New |
| Atlantic Private Wealth, LLC | 166 | $6.93K | 0.01% | +166 | New |
| Stephenson National Bank & Trust | 169 | $7.05K | 0.00% | 00.0% | Unchanged |
| Uniplan Investment Counsel, Inc. | 171 | $7.16K | 0.00% | +171 | New |
| SWAN Capital LLC | 178 | $7.45K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 190 | $7.93K | 0.00% | +131+222.0% | Added |
| Vermillion Wealth Management, Inc. | 190 | $7.93K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 191 | $7.97K | 0.00% | −21−9.9% | Reduced |
| WestEnd Advisors, LLC | 196 | $8.18K | 0.00% | +129+192.5% | Added |
| Bare Financial Services, Inc | 200 | $8.35K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 209 | $8.72K | 0.00% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 210 | $8.76K | 0.01% | +210 | New |
| Vision Financial Markets LLC | 218 | $9.07K | 0.01% | +1+0.5% | Added |
| Pension & Wealth Management Advisors, Inc. | 226 | $9.45K | 0.00% | +1+0.4% | Added |
| Fairman Group, LLC | 215 | $9.45K | 0.01% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 249 | $10.4K | 0.01% | +65+35.3% | Added |
| Insight Financial Services | 249 | $10.4K | 0.01% | +1+0.4% | Added |
| Marshall Investment Management, LLC | 265 | $11.0K | 0.01% | +265 | New |
| McCarthy Grittinger Financial Group, LLC | 270 | $11.3K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 275 | $11.5K | 0.00% | −275−50.0% | Reduced |
| 1620 Investment Advisors, Inc. | 276 | $11.5K | 0.01% | +75+37.3% | Added |
| Trifecta Capital Advisors, LLC | 278 | $11.6K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 283 | $11.8K | 0.00% | +283 | New |
| Frazier Financial Advisors, LLC | 299 | $12.5K | 0.01% | −16−5.1% | Reduced |
| Pineridge Advisors LLC | 300 | $12.5K | 0.00% | −186−38.3% | Reduced |
| Nova Wealth Management, Inc. | 302 | $12.6K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 323 | $13.5K | 0.01% | −190−37.0% | Reduced |
| Coston, McIsaac & Partners | 348 | $14.0K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 343 | $14.3K | 0.00% | +343 | New |
| Morse Asset Management, Inc | 354 | $14.8K | 0.00% | +154+77.0% | Added |
| Cedar Mountain Advisors, LLC | 356 | $14.9K | 0.00% | +201+129.7% | Added |
| Inlight Wealth Management, LLC | 385 | $16.1K | 0.01% | +385 | New |
| Fairway Wealth LLC | 387 | $16.1K | 0.01% | −266−40.7% | Reduced |
| CNB Bank | 387 | $16.1K | 0.01% | −1−0.3% | Reduced |
| Investment Management Corp | 399 | $16.7K | 0.02% | 00.0% | Unchanged |
| Campbell Capital Management Inc | 400 | $16.7K | 0.01% | 00.0% | Unchanged |
| Robbins Farley LLC | 400 | $16.7K | 0.01% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 405 | $16.9K | 0.01% | −140−25.7% | Reduced |
| Painted Porch Advisors LLC | 407 | $17.0K | 0.01% | +307+307.0% | Added |
| New England Capital Financial Advisors LLC | 423 | $17.7K | 0.01% | −412−49.3% | Reduced |
| Costello Asset Management, INC | 425 | $17.7K | 0.01% | +344+424.7% | Added |
| Keener Financial Planning LLC | 454 | $18.0K | 0.01% | −1,000−68.8% | Reduced |
| WealthCollab, LLC | 437 | $18.2K | 0.01% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 458 | $19.1K | 0.01% | +458 | New |
| MJT & Associates Financial Advisory Group, Inc. | 460 | $19.2K | 0.02% | +460 | New |
| Clarity Asset Management, Inc. | 468 | $19.5K | 0.01% | +3+0.6% | Added |
| Abound Financial, LLC | 473 | $19.7K | 0.01% | +473 | New |
| PrairieView Partners, LLC | 502 | $20.0K | 0.00% | 00.0% | Unchanged |
| Beutel, Goodman & Co Ltd. | 500 | $20.0K | 0.00% | +500 | New |
| MPWM Advisory Solutions, LLC | 489 | $20.4K | 0.01% | +2+0.4% | Added |
| West Financial Advisors, LLC | 497 | $20.7K | 0.00% | 00.0% | Unchanged |
| Dixon Mitchell Investment Counsel Inc. | 500 | $20.9K | 0.00% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 501 | $20.9K | 0.01% | +501 | New |
| Vermillion & White Wealth Management Group, LLC | 511 | $21.3K | 0.02% | +4+0.8% | Added |
| Cherry Tree Wealth Management, LLC | 520 | $21.7K | 0.01% | +125+31.6% | Added |
| Kennebec Savings Bank | 550 | $23.0K | 0.02% | 00.0% | Unchanged |
| Graney & King, LLC | 567 | $23.7K | 0.02% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 568 | $23.7K | 0.01% | −306−35.0% | Reduced |
| Wiser Advisor Group LLC | 572 | $23.9K | 0.04% | 00.0% | Unchanged |
| Country Trust Bank | 576 | $24.0K | 0.00% | +100+21.0% | Added |
| Collier Financial | 581 | $24.3K | 0.02% | +3+0.5% | Added |
| Bernard Wealth Management Corp. | 596 | $24.9K | 0.01% | +58+10.8% | Added |
| Penserra Capital Management LLC | 609 | $25.0K | 0.00% | −16,909−96.5% | Reduced |
| Richardson Capital Management LLC | 600 | $25.0K | 0.02% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 600 | $25.0K | 0.02% | +600 | New |
| ZynergyRetirementPlanningLLC | 571 | $25.1K | 0.02% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 647 | $27.0K | 0.01% | −243−27.3% | Reduced |
| Vega Investment Solutions | 683 | $27.2K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 676 | $28.2K | 0.01% | +129+23.6% | Added |
| Peoples Financial Services Corp. | 708 | $29.5K | 0.01% | −50−6.6% | Reduced |
