| Aspect Partners, LLC | 1 | $265 | 0.00% | 00.0% | Unchanged |
| American National Bank | 2 | $524 | 0.00% | +2 | New |
| Riggs Asset Managment Co. Inc. | 2 | $531 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 2 | $531 | 0.00% | +2 | New |
| Rialto Wealth Management, LLC | 2 | $531 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 2 | $531 | 0.00% | +2 | New |
| Lummis Asset Management, LP | 3 | $796 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 3 | $796 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 3 | $796 | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 3 | $796 | 0.00% | +3 | New |
| American Capital Advisory, LLC | 3 | $796 | 0.00% | +3 | New |
| Semmax Financial Advisors Inc. | 3 | $854 | 0.00% | +3 | New |
| JCIC Asset Management Inc. | 4 | $1.06K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 4 | $1.06K | 0.00% | +4 | New |
| Marshall & Sterling Wealth Advisors Inc. | 4 | $1.06K | 0.00% | +4 | New |
| Binnacle Investments Inc | 4 | $1.06K | 0.00% | +4 | New |
| Burkett Financial Services, LLC | 4 | $1.07K | 0.00% | +4 | New |
| 1620 Investment Advisors, Inc. | 5 | $1.23K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 5 | $1.33K | 0.00% | −1−16.7% | Reduced |
| Capital A Wealth Management, LLC | 5 | $1.33K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 5 | $1.33K | 0.00% | +5 | New |
| Wolff Wiese Magana LLC | 5 | $1.33K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 5 | $1.33K | 0.00% | +5 | New |
| Bay Harbor Wealth Management, LLC | 6 | $1.59K | 0.00% | +6 | New |
| Strengthening Families & Communities, LLC | 6 | $1.59K | 0.00% | +1+20.0% | Added |
| Morse Asset Management, Inc | 6 | $1.59K | 0.00% | +6 | New |
| PayPay Securities Corp | 6 | $1.63K | 0.09% | −5−45.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7 | $1.83K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 8 | $2.12K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 8 | $2.12K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 8 | $2.12K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 8 | $2.12K | 0.00% | +2+33.3% | Added |
| Kozak & Associates, Inc. | 8 | $2.16K | 0.00% | 00.0% | Unchanged |
| Demars Financial Group, LLC | 610,756 | $2.30K | 0.07% | +83,543+15.8% | Added |
| Toth Financial Advisory Corp | 9 | $2.39K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 9 | $2.39K | 0.00% | +9 | New |
| Private Wealth Management Group, LLC | 10 | $2.65K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 10 | $2.65K | 0.00% | +10 | New |
| Accordant Advisory Group Inc | 10 | $2.65K | 0.00% | +10 | New |
| WestEnd Advisors, LLC | 11 | $2.92K | 0.00% | +4+57.1% | Added |
| HHM Wealth Advisors, LLC | 11 | $2.92K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 12 | $3.15K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 12 | $3.18K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 12 | $3.18K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 12 | $3.18K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 12 | $3.18K | 0.00% | +12 | New |
| Principia Wealth Advisory, LLC | 13 | $3.30K | 0.00% | +2+18.2% | Added |
| BFSG, LLC | 13 | $3.45K | 0.00% | +13 | New |
| Nalls Sherbakoff Group, LLC | 13 | $3.57K | 0.00% | +13 | New |
| Evelyn Partners Asset Management Ltd | 14 | $3.71K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 14 | $3.71K | 0.00% | +10+250.0% | Added |
| SJS Investment Consulting Inc. | 14 | $3.71K | 0.00% | −100−87.7% | Reduced |
| Longfellow Investment Management Co LLC | 15 | $3.98K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 16 | $4.25K | 0.00% | +4+33.3% | Added |
| WealthTrak Capital Management LLC | 17 | $4.51K | 0.00% | +4+30.8% | Added |
| Clark Wealth Partners | 18 | $4.78K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 18 | $4.78K | 0.00% | +18 | New |
| Ameriflex Group, Inc. | 18 | $4.84K | 0.00% | +18 | New |
| Minot DeBlois Advisors LLC | 20 | $5.31K | 0.01% | −75−78.9% | Reduced |
| ESL Trust Services, LLC | 20 | $5.31K | 0.00% | 00.0% | Unchanged |
| Greenline Partners, LLC | 21 | $5.57K | 0.00% | +21 | New |
| DiNuzzo Private Wealth, Inc. | 22 | $5.84K | 0.00% | +1+4.8% | Added |
| Adirondack Trust Co | 23 | $6.10K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 24 | $6.37K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 24 | $6.44K | 0.00% | 00.0% | Unchanged |
| Raelipskie Partnership | 25 | $6.63K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 25 | $6.63K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 26 | $6.90K | 0.00% | −4−13.3% | Reduced |
| High Note Wealth, LLC | 26 | $6.90K | 0.00% | −1−3.7% | Reduced |
| Archer Investment Corp | 26 | $6.93K | 0.00% | +26 | New |
| Strategic Investment Solutions, Inc. | 27 | $7.16K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 28 | $7.34K | 0.00% | +28 | New |
| Stuart Chaussee & Associates, Inc. | 28 | $7.43K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 28 | $7.43K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 28 | $7.43K | 0.00% | +28 | New |
| Caldwell Sutter Capital, Inc. | 29 | $7.69K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 29 | $7.69K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 29 | $7.69K | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 30 | $7.96K | 0.14% | +30 | New |
| Byrne Asset Management LLC | 30 | $7.96K | 0.01% | −25−45.5% | Reduced |
| Iron Horse Wealth Management, LLC | 30 | $7.96K | 0.00% | +15+100.0% | Added |
| Eastern Bank | 31 | $8.22K | 0.00% | +31 | New |
| Investment Research & Advisory Group, Inc. | 32 | $8.49K | 0.00% | +32 | New |
| Atala Financial Inc | 34 | $9.02K | 0.01% | 00.0% | Unchanged |
| JDM Financial Group LLC | 35 | $9.29K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 35 | $9.29K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 35 | $9.29K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 41 | $9.52K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 36 | $9.66K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 37 | $9.82K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 37 | $9.87K | 0.00% | −5−11.9% | Reduced |
| Anfield Capital Management, LLC | 38 | $10.1K | 0.00% | 00.0% | Unchanged |
| Insight Inv LLC | 10,221 | $10.2K | 0.01% | +10,221 | New |
| Concord Wealth Partners | 39 | $10.3K | 0.00% | −3,203−98.8% | Reduced |
| Abound Wealth Management | 39 | $10.5K | 0.00% | −24−38.1% | Reduced |
| Laurel Wealth Advisors LLC | 42 | $11.1K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 43 | $11.4K | 0.01% | −19−30.6% | Reduced |
| Raffa Wealth Management, LLC | 43 | $11.4K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 43 | $11.4K | 0.00% | +3+7.5% | Added |
| Red Tortoise LLC | 44 | $11.7K | 0.01% | 00.0% | Unchanged |