| Raleigh Capital Management Inc. | 0 | $11 | 0.00% | 0 | Unchanged |
| Raffa Wealth Management, LLC | 1 | $78 | 0.00% | +1 | New |
| Vermillion Wealth Management, Inc. | 1 | $78 | 0.00% | +1 | New |
| Quaker Wealth Management, LLC | 1 | $79 | 0.00% | −5−83.3% | Reduced |
| 3 Factor Indexing, LLC | 1 | $79 | 0.00% | +1 | New |
| Curio Wealth, LLC | 2 | $156 | 0.00% | +2 | New |
| American Capital Advisory, LLC | 2 | $157 | 0.00% | −1−33.3% | Reduced |
| Rakuten Securities, Inc. | 3 | $234 | 0.00% | −4−57.1% | Reduced |
| Godfrey Financial Associates, Inc. | 3 | $234 | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 5 | $390 | 0.00% | +5 | New |
| Key Financial Inc | 6 | $468 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 7 | $546 | 0.00% | −7−50.0% | Reduced |
| Westside Investment Management, Inc. | 7 | $546 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 7 | $547 | 0.00% | +7 | New |
| SHP Wealth Management | 9 | $702 | 0.00% | +9 | New |
| Retirement Wealth Solutions LLC | 9 | $703 | 0.00% | −1−10.0% | Reduced |
| Murphy & Mullick Capital Management Corp | 10 | $780 | 0.00% | +10 | New |
| Zions Bancorporation, National Association | 12 | $936 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 12 | $936 | 0.00% | +6+100.0% | Added |
| First PREMIER Bank | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 12 | $1.00K | 0.00% | +9+300.0% | Added |
| MV Capital Management, Inc. | 13 | $1.01K | 0.00% | −2−13.3% | Reduced |
| Signature Equity Partners, LLC | 14 | $1.11K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 15 | $1.17K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 15 | $1.17K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 15 | $1.17K | 0.00% | +14+1,400.0% | Added |
| Cranbrook Wealth Management, LLC | 15 | $1.17K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 15 | $1.17K | 0.00% | +15 | New |
| Owl Creek Wealth Partners LLC | 15 | $1.17K | 0.00% | +15 | New |
| Ares Financial Consulting, LLC | 15 | $1.18K | 0.00% | 00.0% | Unchanged |
| Evergreen Advisors, LLC | 16 | $1.24K | 0.00% | +16 | New |
| ZRC Wealth Management, LLC | 17 | $1.33K | 0.00% | −99−85.3% | Reduced |
| Bruce G. Allen Investments, LLC | 17 | $1.33K | 0.00% | −12−41.4% | Reduced |
| Brown Brothers Harriman & Co | 17 | $1.33K | 0.00% | −1−5.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 17 | $1.33K | 0.00% | +5+41.7% | Added |
| Rossby Financial, LCC | 17 | $1.37K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 18 | $1.41K | 0.00% | −156−89.7% | Reduced |
| Prestige Wealth Management Group LLC | 18 | $1.41K | 0.00% | +8+80.0% | Added |
| Heritage Wealth Advisors | 18 | $1.41K | 0.00% | +18 | New |
| NBT Bank N A | 19 | $1.48K | 0.00% | +19 | New |
| Cromwell Holdings LLC | 21 | $1.64K | 0.00% | +21 | New |
| Kozak & Associates, Inc. | 22 | $1.78K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 24 | $1.87K | 0.00% | +24 | New |
| Cary Street Partner Investment Advisory LLC | 25 | $1.95K | 0.00% | −1,461−98.3% | Reduced |
| Creative Financial Designs Inc | 26 | $2.03K | 0.00% | −961−97.4% | Reduced |
| Piscataqua Savings Bank | 27 | $2.11K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 29 | $2.26K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 29 | $2.26K | 0.00% | +29 | New |
| Torren Management, LLC | 31 | $2.42K | 0.00% | −282−90.1% | Reduced |
| Whipplewood Advisors, LLC | 32 | $2.50K | 0.00% | +21+190.9% | Added |
| Spire Wealth Management | 33 | $2.61K | 0.00% | +14+73.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 35 | $2.73K | 0.00% | −2−5.4% | Reduced |
| Private Wealth Management Group, LLC | 37 | $2.89K | 0.00% | −1−2.6% | Reduced |
| Bell Investment Advisors, Inc | 38 | $2.97K | 0.00% | −22−36.7% | Reduced |
| Elequin Capital LP | 39 | $3.04K | 0.00% | +39 | New |
| Twin Peaks Wealth Advisors, LLC | 44 | $3.43K | 0.00% | +44 | New |
| CBIZ Investment Advisory Services, LLC | 46 | $3.59K | 0.00% | −17−27.0% | Reduced |
| Basecamp Wealth Advisors LLC | 46 | $3.59K | 0.00% | −5−9.8% | Reduced |
| Fortitude Family Office, LLC | 47 | $3.67K | 0.00% | +3+6.8% | Added |
| Versant Capital Management, Inc | 48 | $3.75K | 0.00% | +28+140.0% | Added |
| Bare Financial Services, Inc | 49 | $3.82K | 0.00% | +31+172.2% | Added |
| Scarborough Advisors, LLC | 50 | $3.90K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 50 | $3.90K | 0.00% | 00.0% | Unchanged |
| EFG International AG | 50 | $3.90K | 0.00% | +50 | New |
| Park Place Capital Corp | 51 | $3.98K | 0.00% | −118−69.8% | Reduced |
| Pin Oak Investment Advisors Inc | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Vision Retirement, LLC | 56 | $4.37K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 58 | $4.53K | 0.00% | +58 | New |
| Pacific Center for Financial Services | 60 | $4.68K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 61 | $4.76K | 0.00% | +37+154.2% | Added |
| Hurley Capital, LLC | 61 | $4.79K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 62 | $4.84K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 63 | $4.92K | 0.00% | −161−71.9% | Reduced |
| Avion Wealth | 69 | $5.00K | 0.00% | −27−28.1% | Reduced |
| Huntington National Bank | 65 | $5.07K | 0.00% | −776−92.3% | Reduced |
| Measured Wealth Private Client Group, LLC | 65 | $5.07K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 66 | $5.15K | 0.00% | −114−63.3% | Reduced |
| Ameriflex Group, Inc. | 66 | $5.15K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 67 | $5.23K | 0.00% | −535−88.9% | Reduced |
| Medallion Wealth Advisors, LLC | 75 | $5.85K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 75 | $5.85K | 0.00% | +4+5.6% | Added |
| Private Wealth Asset Management, LLC | 78 | $6.09K | 0.00% | −1−1.3% | Reduced |
| First Horizon Corp | 92 | $7.18K | 0.00% | −94−50.5% | Reduced |
| South State Corp. | 98 | $7.65K | 0.00% | −7−6.7% | Reduced |
| UMA Financial Services, Inc. | 100 | $7.80K | 0.00% | +92+1,150.0% | Added |
| Massmutual Trust Co FSB | 101 | $7.88K | 0.00% | −139−57.9% | Reduced |
| JFS Wealth Advisors, LLC | 103 | $8.04K | 0.00% | −35−25.4% | Reduced |
| Manchester Capital Management LLC | 103 | $8.04K | 0.00% | +28+37.3% | Added |
| New England Capital Financial Advisors LLC | 104 | $8.12K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 106 | $8.27K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 106 | $8.27K | 0.00% | +55+107.8% | Added |
| MCF Advisors LLC | 111 | $8.66K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 114 | $8.89K | 0.00% | +50+78.1% | Added |
| Cornerstone Planning Group LLC | 122 | $9.30K | 0.00% | −11−8.3% | Reduced |
| Quarry LP | 123 | $9.60K | 0.00% | −402−76.6% | Reduced |
| True Wealth Design, LLC | 123 | $9.60K | 0.00% | +40+48.2% | Added |
| Smithfield Trust Co | 121 | $10.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 130 | $10.1K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 144 | $11.2K | 0.01% | −74−33.9% | Reduced |
