| Moisand Fitzgerald Tamayo, LLC | 0 | $24 | 0.00% | 0 | New |
| Raleigh Capital Management Inc. | 1 | $210 | 0.00% | −1,245−99.9% | Reduced |
| Bay Harbor Wealth Management, LLC | 1 | $352 | 0.00% | −244−99.6% | Reduced |
| Bridge Generations Wealth Management LLC | 1 | $353 | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 1 | $353 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $353 | 0.00% | 00.0% | Unchanged |
| American National Bank | 1 | $353 | 0.00% | +1 | New |
| Bear Mountain Capital, Inc. | 1 | $431 | 0.00% | +1 | New |
| REAP Financial Group, LLC | 2 | $705 | 0.00% | −13−86.7% | Reduced |
| Capital A Wealth Management, LLC | 2 | $705 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 2 | $705 | 0.00% | +2 | New |
| Crewe Advisors LLC | 2 | $706 | 0.00% | −152−98.7% | Reduced |
| Blume Capital Management, Inc. | 2 | $706 | 0.00% | +2 | New |
| Tobam | 3 | $1.00K | 0.00% | −330−99.1% | Reduced |
| Valley National Advisers Inc | 5 | $1.00K | 0.00% | +2+66.7% | Added |
| Brown, Lisle/Cummings, Inc. | 3 | $1.06K | 0.00% | +3 | New |
| PEAK6 LLC | 3 | $1.09K | 0.00% | −14,635−100.0% | Reduced |
| PayPay Securities Corp | 3 | $1.38K | 0.08% | −3−50.0% | Reduced |
| Flaharty Asset Management, LLC | 4 | $1.41K | 0.00% | +4 | New |
| Bare Financial Services, Inc | 4 | $1.41K | 0.00% | +4 | New |
| North Capital, Inc. | 4 | $1.41K | 0.00% | +4 | New |
| Spectrum Wealth Counsel, LLC | 4 | $1.41K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 1 | $1.71K | 0.00% | +1 | New |
| Horrell Capital Management, Inc. | 5 | $1.76K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 5 | $1.76K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 6 | $2.12K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $2.12K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 7 | $2.21K | 0.00% | +2+40.0% | Added |
| WestEnd Advisors, LLC | 7 | $2.47K | 0.00% | +6+600.0% | Added |
| Winch Advisory Services, LLC | 9 | $3.17K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $3.53K | 0.00% | −23,720−100.0% | Reduced |
| IMG Wealth Management, Inc. | 10 | $3.53K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 10 | $3.53K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 11 | $3.88K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 12 | $4.23K | 0.00% | −1,057−98.9% | Reduced |
| Kennebec Savings Bank | 12 | $4.23K | 0.00% | −6−33.3% | Reduced |
| Ridgewood Investments LLC | 12 | $4.23K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 12 | $4.23K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 12 | $4.23K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 13 | $4.58K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 13 | $4.91K | 0.00% | +7+116.7% | Added |
| Tortoise Investment Management, LLC | 14 | $4.94K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 14 | $4.94K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 15 | $5.29K | 0.00% | −1,000−98.5% | Reduced |
| Hopwood Financial Services, Inc. | 15 | $5.29K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 15 | $5.29K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 15 | $5.29K | 0.00% | +4+36.4% | Added |
| Pandora Wealth, Inc. | 15 | $5.29K | 0.00% | +15 | New |
| Atlantic Trust, LLC | 17 | $5.99K | 0.00% | +17 | New |
| Winthrop Capital Management, LLC | 18 | $6.00K | 0.00% | −1−5.3% | Reduced |
| Sawyer & Company, Inc | 18 | $6.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 18 | $6.35K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 18 | $6.35K | 0.00% | +18 | New |
| DT Investment Partners, LLC | 18 | $6.35K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 19 | $6.70K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 19 | $6.70K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 19 | $6.70K | 0.00% | +9+90.0% | Added |
| Clean Yield Group | 19 | $6.70K | 0.00% | +16+533.3% | Added |
| Quintet Private Bank (Europe) S.A. | 20 | $7.05K | 0.00% | 00.0% | Unchanged |
| Uniplan Investment Counsel, Inc. | 20 | $7.10K | 0.00% | +20 | New |
| Highline Wealth Partners LLC | 23 | $8.11K | 0.00% | +8+53.3% | Added |
| Wealth Preservation Advisors, LLC | 23 | $8.11K | 0.01% | +23 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 23 | $8.11K | 0.02% | +5+27.8% | Added |
| Halbert Hargrove Global Advisors, LLC | 24 | $8.35K | 0.00% | −98−80.3% | Reduced |
| Transce3nd, LLC | 24 | $8.46K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 25 | $8.81K | 0.01% | +10+66.7% | Added |
| Carolina Wealth Advisors, LLC | 25 | $8.81K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 25 | $8.81K | 0.00% | +25 | New |
| Legacy Wealth Managment, LLC | 26 | $9.17K | 0.01% | −1−3.7% | Reduced |
| GHP Investment Advisors, Inc. | 27 | $9.57K | 0.00% | −6−18.2% | Reduced |
| Banque Transatlantique SA | 28 | $9.87K | 0.00% | +18+180.0% | Added |
| PSI Advisors, LLC | 28 | $9.87K | 0.00% | −30−51.7% | Reduced |
| Your Advocates Ltd., LLP | 30 | $10.6K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 30 | $10.6K | 0.01% | +9+42.9% | Added |
| NBT Bank N A | 30 | $10.6K | 0.00% | +30 | New |
| Medallion Wealth Advisors, LLC | 30 | $10.9K | 0.00% | +22+275.0% | Added |
| Darwin Advisors, LLC | 33 | $11.3K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 33 | $11.6K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 34 | $12.0K | 0.00% | +34 | New |
| West Paces Advisors Inc. | 35 | $12.3K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 35 | $12.3K | 0.02% | +35 | New |
| Financial Management Professionals, Inc. | 37 | $13.0K | 0.00% | −5−11.9% | Reduced |
| Rosenberg Matthew Hamilton | 38 | $13.4K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 39 | $13.8K | 0.01% | −30−43.5% | Reduced |
| Clark Wealth Partners | 39 | $13.8K | 0.01% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 39 | $13.8K | 0.01% | +35+875.0% | Added |
| Bullock Wealth Management Group | 38 | $13.8K | 0.01% | −4−9.5% | Reduced |
| Centerpoint Advisors, LLC | 40 | $14.0K | 0.01% | 00.0% | Unchanged |
| Rogco, LP | 40 | $14.1K | 0.01% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 40 | $14.1K | 0.01% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 40 | $14.1K | 0.01% | +40 | New |
| DHJJ Financial Advisors, Ltd. | 40 | $14.1K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 40 | $14.2K | 0.01% | +40 | New |
| Cedar Mountain Advisors, LLC | 42 | $14.8K | 0.00% | −3−6.7% | Reduced |
| Anchor Investment Management, LLC | 45 | $15.9K | 0.00% | −85−65.4% | Reduced |
| Hemington Wealth Management | 46 | $16.0K | 0.00% | +2+4.5% | Added |
| Sittner & Nelson, LLC | 48 | $16.9K | 0.01% | +18+60.0% | Added |
| Godsey & Gibb Associates | 48 | $16.9K | 0.00% | +48 | New |
| Cohen & Steers, Inc. | 49 | $17.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 50 | $17.6K | 0.00% | 00.0% | Unchanged |