| McClarren Financial Advisors, Inc. | 373 | $0 | 0.00% | +371+18,550.0% | Added |
| Dogwood Wealth Management LLC | 0 | $14 | 0.00% | 0 | Unchanged |
| Shelton Wealth Management, LLC | 1 | $374 | 0.00% | −888−99.9% | Reduced |
| Horizon Financial Services, LLC | 2 | $747 | 0.00% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 2 | $747 | 0.00% | +2 | New |
| ClariVest Asset Management LLC | 2 | $754 | 0.00% | −1−33.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 4 | $1.00K | 0.00% | +4 | New |
| Strengthening Families & Communities, LLC | 4 | $1.00K | 0.00% | +4 | New |
| FPC Investment Advisory, Inc. | 3 | $1.16K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 4 | $1.50K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 4 | $1.51K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 5 | $1.73K | 0.00% | −268−98.2% | Reduced |
| Blue Bell Private Wealth Management, LLC | 5 | $1.87K | 0.00% | −8−61.5% | Reduced |
| Broadwater Capital Management LLC | 5 | $1.87K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 6 | $2.24K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 7 | $2.62K | 0.00% | −12−63.2% | Reduced |
| Ruedi Wealth Management, Inc. | 7 | $2.62K | 0.00% | +7 | New |
| Financial Network Wealth Advisors LLC | 7 | $2.62K | 0.00% | +7 | New |
| Global Wealth Strategies & Associates | 8 | $2.99K | 0.00% | 00.0% | Unchanged |
| Custom Portfolio Group LLC | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 9 | $3.36K | 0.00% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 9 | $3.70K | 0.00% | +9 | New |
| PayPay Securities Corp | 10 | $3.74K | 0.31% | 00.0% | Unchanged |
| Tidemark, LLC | 10 | $3.75K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 11 | $4.11K | 0.00% | +10+1,000.0% | Added |
| Pacific Capital Wealth Advisors, Inc | 11 | $4.11K | 0.00% | +11 | New |
| Cedar Wealth Management, LLC | 12 | $4.48K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 12 | $4.48K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 12 | $4.48K | 0.00% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 13 | $4.86K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 13 | $4.86K | 0.00% | +13 | New |
| Redmont Wealth Advisors LLC | 14 | $5.23K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 15 | $5.60K | 0.00% | −26−63.4% | Reduced |
| Kessler Investment Group, LLC | 15 | $5.60K | 0.00% | 00.0% | Unchanged |
| Hershey Financial Advisers, LLC | 15 | $5.60K | 0.01% | +15 | New |
| Center for Financial Planning, Inc. | 15 | $5.61K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 15 | $5.61K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 15 | $5.61K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 15 | $5.72K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 20 | $7.47K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 20 | $7.47K | 0.00% | +10+100.0% | Added |
| Ogorek Anthony Joseph | 24 | $8.00K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 22 | $8.00K | 0.00% | +22 | New |
| DecisionPoint Financial, LLC | 23 | $8.56K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 25 | $9.34K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 26 | $9.39K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 26 | $9.71K | 0.01% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 27 | $10.0K | 0.01% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 27 | $10.1K | 0.01% | +27 | New |
| Syntax Research, Inc. | 27 | $10.1K | 0.01% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 29 | $10.8K | 0.01% | −2−6.5% | Reduced |
| Clean Yield Group | 29 | $10.8K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 30 | $11.2K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 30 | $11.3K | 0.01% | −25−45.5% | Reduced |
| Silicon Valley Capital Partners | 30 | $11.4K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 31 | $11.5K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 32 | $12.0K | 0.01% | −41−56.2% | Reduced |
| Aspire Private Capital, LLC | 34 | $12.8K | 0.00% | −12−26.1% | Reduced |
| Hollencrest Capital Management | 35 | $13.1K | 0.00% | −140−80.0% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 37 | $13.8K | 0.01% | +37 | New |
| Millburn Ridgefield Corp | 40 | $14.9K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 40 | $14.9K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 40 | $14.9K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 43 | $16.0K | 0.01% | +12+38.7% | Added |
| Rakuten Securities, Inc. | 43 | $16.1K | 0.01% | −210−83.0% | Reduced |
| Continuum Advisory, LLC | 43 | $16.1K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 43 | $16.1K | 0.01% | −3−6.5% | Reduced |
| SYSTM Wealth Solutions LLC | 43 | $16.1K | 0.00% | −241−84.9% | Reduced |
| Creative Capital Management Investments LLC | 45 | $16.8K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 48 | $17.9K | 0.02% | −40−45.5% | Reduced |
| Solstein Capital, LLC | 48 | $17.9K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 47 | $18.0K | 0.00% | −50−51.5% | Reduced |
| Davis Capital Management | 51 | $18.4K | 0.02% | 00.0% | Unchanged |
| SWS Partners | 49 | $18.6K | 0.01% | +49 | New |
| Pacific Center for Financial Services | 50 | $18.7K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 50 | $18.7K | 0.01% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 50 | $18.7K | 0.01% | +42+525.0% | Added |
| Operose Advisors LLC | 55 | $20.6K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 57 | $21.4K | 0.01% | +8+16.3% | Added |
| DiNuzzo Private Wealth, Inc. | 60 | $22.4K | 0.00% | +2+3.4% | Added |
| GoalVest Advisory LLC | 60 | $22.4K | 0.01% | +57+1,900.0% | Added |
| Cedar Mountain Advisors, LLC | 63 | $23.5K | 0.01% | 00.0% | Unchanged |
| Ossiam | 64 | $23.9K | 0.00% | −1,697−96.4% | Reduced |
| Financial Management Professionals, Inc. | 64 | $24.0K | 0.00% | +19+42.2% | Added |
| Capital Advisors, Ltd. LLC | 65 | $24.0K | 0.00% | +45+225.0% | Added |
| Valued Wealth Advisors LLC | 64 | $24.0K | 0.02% | +18+39.1% | Added |
| Pineridge Advisors LLC | 66 | $24.7K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 68 | $25.4K | 0.02% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 68 | $25.7K | 0.02% | +68 | New |
| Raffa Wealth Management, LLC | 69 | $25.8K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 69 | $25.8K | 0.01% | +2+3.0% | Added |
| Sit Investment Associates Inc | 71 | $27.0K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 74 | $27.6K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 75 | $28.1K | 0.01% | 00.0% | Unchanged |
| Naples Money Management LLC | 78 | $28.2K | 0.02% | +9+13.0% | Added |
| SJS Investment Consulting Inc. | 78 | $29.2K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 81 | $30.0K | 0.01% | −5−5.8% | Reduced |
| Salomon & Ludwin, LLC | 82 | $30.6K | 0.00% | −44−34.9% | Reduced |
| Prestige Wealth Management Group LLC | 82 | $30.8K | 0.01% | 00.0% | Unchanged |
