| CKW Financial Group | 4 | $0 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 0 | $1 | 0.00% | 0 | Unchanged |
| Keating Financial Advisory Services, Inc. | 1 | $22 | 0.00% | −84−98.8% | Reduced |
| Hughes Financial Services, LLC | 1 | $22 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 1 | $23 | 0.00% | −56−98.2% | Reduced |
| Rakuten Securities, Inc. | 2 | $45 | 0.00% | −510−99.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 3 | $66 | 0.00% | −2,750−99.9% | Reduced |
| HFM Investment Advisors, LLC | 3 | $67 | 0.00% | −10−76.9% | Reduced |
| 3 Factor Indexing, LLC | 4 | $90 | 0.00% | +4 | New |
| Atlantic Union Bankshares Corp | 5 | $111 | 0.00% | +5 | New |
| Bay Harbor Wealth Management, LLC | 7 | $155 | 0.00% | −1−12.5% | Reduced |
| Evolution Wealth Management Inc. | 7 | $156 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 8 | $184 | 0.00% | −4−33.3% | Reduced |
| WestEnd Advisors, LLC | 9 | $200 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 9 | $200 | 0.00% | +9 | New |
| Tompkins Financial Corp | 10 | $223 | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 12 | $267 | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 13 | $290 | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 13 | $291 | 0.00% | −220−94.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 14 | $316 | 0.00% | −7−33.3% | Reduced |
| Y.D. More Investments Ltd | 4,656 | $328 | 0.00% | +1,201+34.8% | Added |
| Harbor Investment Advisory, LLC | 16 | $356 | 0.00% | +16 | New |
| AdvisorNet Financial, Inc | 17 | $379 | 0.00% | +17 | New |
| Twin Peaks Wealth Advisors, LLC | 18 | $401 | 0.00% | +18 | New |
| Whipplewood Advisors, LLC | 18 | $401 | 0.00% | +18 | New |
| Hilltop National Bank | 19 | $423 | 0.00% | −87−82.1% | Reduced |
| Synergy Investment Management, LLC | 19 | $423 | 0.00% | +19 | New |
| Sound Income Strategies, LLC | 19 | $425 | 0.00% | +19 | New |
| NVWM, LLC | 20 | $445 | 0.00% | +15+300.0% | Added |
| DiNuzzo Private Wealth, Inc. | 20 | $446 | 0.00% | −13−39.4% | Reduced |
| Caitong International Asset Management Co., Ltd | 21 | $468 | 0.00% | +17+425.0% | Added |
| Albion Financial Group | 22 | $490 | 0.00% | +22 | New |
| Sunrise Financial Services, LLC | 23 | $512 | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 24 | $534 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 27 | $602 | 0.00% | −113−80.7% | Reduced |
| JFS Wealth Advisors, LLC | 28 | $624 | 0.00% | −106−79.1% | Reduced |
| Abound Wealth Management | 29 | $646 | 0.00% | +29 | New |
| Clear Street Markets LLC | 32 | $713 | 0.00% | −261−89.1% | Reduced |
| Addison Advisors LLC | 36 | $802 | 0.00% | +36 | New |
| Cornerstone Planning Group LLC | 40 | $837 | 0.00% | +40 | New |
| Bruce G. Allen Investments, LLC | 38 | $846 | 0.00% | +32+533.3% | Added |
| Cromwell Holdings LLC | 39 | $869 | 0.00% | −641−94.3% | Reduced |
| Costello Asset Management, INC | 40 | $883 | 0.00% | −49−55.1% | Reduced |
| Murphy & Mullick Capital Management Corp | 40 | $891 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 64 | $1.00K | 0.00% | −34−34.7% | Reduced |
| Creative Financial Designs Inc | 46 | $1.02K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 46 | $1.02K | 0.00% | +46 | New |
| American Capital Advisory, LLC | 53 | $1.18K | 0.00% | +5+10.4% | Added |
| NBT Bank N A | 60 | $1.34K | 0.00% | +60 | New |
| Smartleaf Asset Management LLC | 61 | $1.35K | 0.00% | −127−67.6% | Reduced |
| True Wealth Design, LLC | 61 | $1.36K | 0.00% | −353−85.3% | Reduced |
| Essential Partners LLC | 62 | $1.38K | 0.00% | −110−64.0% | Reduced |
| Raffa Wealth Management, LLC | 62 | $1.38K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 63 | $1.40K | 0.00% | +43+215.0% | Added |
| High Note Wealth, LLC | 65 | $1.45K | 0.00% | −1−1.5% | Reduced |
| Cornerstone Financial Management LLC | 70 | $1.56K | 0.00% | +70 | New |
| Pflug Koory, LLC | 75 | $1.67K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 75 | $1.67K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 77 | $1.72K | 0.00% | +77 | New |
| S&T Bank | 79 | $1.76K | 0.00% | +44+125.7% | Added |
| Hazlett, Burt & Watson, Inc. | 112 | $2.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 86 | $2.00K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 96 | $2.13K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 97 | $2.16K | 0.00% | −250−72.0% | Reduced |
| SJS Investment Consulting Inc. | 100 | $2.23K | 0.00% | −920−90.2% | Reduced |
| Byrne Asset Management LLC | 100 | $2.23K | 0.00% | −180−64.3% | Reduced |
| GHP Investment Advisors, Inc. | 100 | $2.23K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 100 | $2.23K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 100 | $2.23K | 0.00% | +100 | New |
| Wolff Wiese Magana LLC | 101 | $2.26K | 0.00% | +101 | New |
| HHM Wealth Advisors, LLC | 101 | $2.26K | 0.00% | +1+1.0% | Added |
| Quaker Wealth Management, LLC | 119 | $2.65K | 0.00% | +15+14.4% | Added |
| Vision Retirement, LLC | 125 | $2.78K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 126 | $2.81K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 130 | $2.90K | 0.00% | +1+0.8% | Added |
| J.Safra Asset Management Corp | 132 | $2.94K | 0.00% | +54+69.2% | Added |
| Bartlett & Co. Wealth Management LLC | 144 | $2.95K | 0.00% | +144 | New |
| Farmers & Merchants Investments Inc | 137 | $3.05K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 150 | $3.34K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 151 | $3.38K | 0.00% | +141+1,410.0% | Added |
| MV Capital Management, Inc. | 160 | $3.56K | 0.00% | −22−12.1% | Reduced |
| Godfrey Financial Associates, Inc. | 164 | $3.65K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 175 | $3.90K | 0.00% | +175 | New |
| Coston, McIsaac & Partners | 185 | $4.00K | 0.00% | +3+1.6% | Added |
| Salomon & Ludwin, LLC | 188 | $4.14K | 0.00% | +188 | New |
| Godsey & Gibb Associates | 200 | $4.45K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 200 | $4.45K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 215 | $4.79K | 0.00% | 00.0% | Unchanged |
| City State Bank | 215 | $4.79K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 228 | $5.08K | 0.00% | +48+26.7% | Added |
| Versant Capital Management, Inc | 236 | $5.26K | 0.00% | −306−56.5% | Reduced |
| Vision Financial Markets LLC | 240 | $5.34K | 0.01% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 258 | $5.75K | 0.00% | +258 | New |
| Ogorek Anthony Joseph | 273 | $6.00K | 0.00% | +11+4.2% | Added |
| Covestor Ltd | 274 | $6.00K | 0.00% | +17+6.6% | Added |
| Owl Creek Wealth Partners LLC | 270 | $6.01K | 0.00% | +270 | New |
| Flagship Wealth Advisors, LLC | 200 | $6.13K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 276 | $6.15K | 0.00% | −461−62.6% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 310 | $6.48K | 0.00% | +10+3.3% | Added |
| Kimelman & Baird, LLC | 300 | $6.68K | 0.00% | 00.0% | Unchanged |
