| CKW Financial Group | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 10 | $0 | 0.00% | +10 | New |
| Navigoe, LLC | 12 | $0 | 0.00% | +12 | New |
| Atlantic Union Bankshares Corp | 2 | $45 | 0.00% | −3−60.0% | Reduced |
| 3 Factor Indexing, LLC | 2 | $45 | 0.00% | −2−50.0% | Reduced |
| Maryland Capital Advisors Inc. | 2 | $45 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 2 | $51 | 0.00% | −6−75.0% | Reduced |
| Buck Wealth Strategies, LLC | 3 | $67 | 0.00% | +3 | New |
| Onefund, LLC | 5 | $111 | 0.00% | −535−99.1% | Reduced |
| Bay Harbor Wealth Management, LLC | 5 | $111 | 0.00% | −2−28.6% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 6 | $134 | 0.00% | +6 | New |
| Evolution Wealth Management Inc. | 7 | $156 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 7 | $165 | 0.00% | +7 | New |
| Davis Capital Management | 9 | $200 | 0.00% | +9 | New |
| Activest Wealth Management | 10 | $223 | 0.00% | +10 | New |
| Valley National Advisers Inc | 10 | $223 | 0.00% | +10 | New |
| AdvisorNet Financial, Inc | 11 | $245 | 0.00% | −6−35.3% | Reduced |
| BOK Financial Private Wealth, Inc. | 13 | $290 | 0.00% | +13 | New |
| Synergy Investment Management, LLC | 14 | $321 | 0.00% | −5−26.3% | Reduced |
| Harbor Investment Advisory, LLC | 16 | $356 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 16 | $357 | 0.00% | −4−20.0% | Reduced |
| HFM Investment Advisors, LLC | 17 | $379 | 0.00% | +14+466.7% | Added |
| Strengthening Families & Communities, LLC | 18 | $401 | 0.00% | +18 | New |
| Hilltop National Bank | 19 | $423 | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 23 | $512 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 24 | $535 | 0.00% | +24 | New |
| Farmers & Merchants Investments Inc | 25 | $557 | 0.00% | −112−81.8% | Reduced |
| TFC Financial Management | 26 | $580 | 0.00% | +26 | New |
| Creative Financial Designs Inc | 28 | $624 | 0.00% | −18−39.1% | Reduced |
| Gilpin Wealth Management, LLC | 28 | $624 | 0.00% | +28 | New |
| Ameriflex Group, Inc. | 32 | $713 | 0.00% | +32 | New |
| Raffa Wealth Management, LLC | 37 | $824 | 0.00% | −25−40.3% | Reduced |
| PayPay Securities Corp | 39 | $869 | 0.03% | −567−93.6% | Reduced |
| Cromwell Holdings LLC | 39 | $869 | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 40 | $890 | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 40 | $891 | 0.00% | +40 | New |
| NVWM, LLC | 40 | $897 | 0.00% | +20+100.0% | Added |
| Costello Asset Management, INC | 40 | $900 | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 40 | $904 | 0.00% | +40 | New |
| Creative Capital Management Investments LLC | 43 | $958 | 0.00% | +43 | New |
| Marquette Asset Management, LLC | 44 | $980 | 0.00% | +44 | New |
| Grove Bank & Trust | 45 | $1.00K | 0.00% | +45 | New |
| American Capital Advisory, LLC | 47 | $1.05K | 0.00% | −6−11.3% | Reduced |
| JFS Wealth Advisors, LLC | 54 | $1.20K | 0.00% | +26+92.9% | Added |
| Noble Wealth Management PBC | 54 | $1.20K | 0.00% | +54 | New |
| S&T Bank | 62 | $1.38K | 0.00% | −17−21.5% | Reduced |
| Smartleaf Asset Management LLC | 61 | $1.40K | 0.00% | 00.0% | Unchanged |
| Oakmont Advisory Group, LLC | 65 | $1.46K | 0.00% | +65 | New |
| Silver Grove Financial Group, Inc. | 68 | $1.51K | 0.00% | −32−32.0% | Reduced |
| Pflug Koory, LLC | 75 | $1.67K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 75 | $1.67K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 78 | $1.74K | 0.00% | +78 | New |
| Rossby Financial, LCC | 80 | $1.78K | 0.00% | −71−47.0% | Reduced |
| Lloyd Advisory Services, LLC. | 85 | $1.88K | 0.00% | +85 | New |
| WPG Advisers, LLC | 89 | $1.98K | 0.00% | −307−77.5% | Reduced |
| Hazlett, Burt & Watson, Inc. | 112 | $2.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 93 | $2.07K | 0.00% | +93 | New |
| Barrett & Company, Inc. | 96 | $2.13K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 100 | $2.23K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 100 | $2.23K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 100 | $2.23K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 110 | $2.45K | 0.00% | +81+279.3% | Added |
| Basecamp Wealth Advisors LLC | 110 | $2.45K | 0.00% | +86+358.3% | Added |
| Quaker Wealth Management, LLC | 115 | $2.56K | 0.00% | −4−3.4% | Reduced |
| Cornerstone Planning Group LLC | 120 | $2.63K | 0.00% | +80+200.0% | Added |
| Bruce G. Allen Investments, LLC | 124 | $2.76K | 0.00% | +86+226.3% | 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 |
| Cape Investment Advisory, Inc. | 132 | $2.95K | 0.00% | +132 | New |
| Fairman Group, LLC | 133 | $2.96K | 0.00% | +3+2.3% | Added |
| Wolff Wiese Magana LLC | 133 | $2.97K | 0.00% | +32+31.7% | Added |
| Evermay Wealth Management LLC | 138 | $3.07K | 0.00% | +138 | New |
| Bangor Savings Bank | 150 | $3.34K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 150 | $3.34K | 0.00% | +80+114.3% | Added |
| Macquarie Group Ltd | 153 | $3.35K | 0.00% | −6,342−97.6% | Reduced |
| Keating Financial Advisory Services, Inc. | 154 | $3.43K | 0.00% | +153+15,300.0% | Added |
| Godfrey Financial Associates, Inc. | 164 | $3.65K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 170 | $3.79K | 0.00% | +169+16,900.0% | Added |
| Bank of New Hampshire | 175 | $3.90K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 189 | $4.00K | 0.00% | +4+2.2% | Added |
| City Holding Co | 180 | $4.01K | 0.00% | +180 | New |
| Bare Financial Services, Inc | 181 | $4.03K | 0.00% | +104+135.1% | Added |
| SHP Wealth Management | 192 | $4.28K | 0.00% | +192 | Added |
| Flagship Wealth Advisors, LLC | 200 | $4.45K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 200 | $4.45K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 200 | $4.45K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 200 | $4.45K | 0.00% | +200 | New |
| Geneos Wealth Management Inc. | 200 | $4.45K | 0.00% | +200 | New |
| Transamerica Financial Advisors, Inc. | 203 | $4.52K | 0.00% | +189+1,350.0% | Added |
| Financial Consulate, Inc | 206 | $4.59K | 0.00% | +206 | New |
| St Germain D J Co Inc | 214 | $4.77K | 0.00% | +214 | New |
| Citizens National Bank Trust Department | 215 | $4.79K | 0.00% | 00.0% | Unchanged |
| City State Bank | 215 | $4.79K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 220 | $5.00K | 0.00% | +220 | New |
| Pinnacle Bancorp, Inc. | 228 | $5.08K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 240 | $5.34K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 258 | $5.75K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 262 | $5.83K | 0.00% | +262 | New |
| GW&K Investment Management, LLC | 262 | $6.00K | 0.00% | −300−53.4% | Reduced |
| Covestor Ltd | 276 | $6.00K | 0.00% | +2+0.7% | Added |