| Promus Capital, LLC | 0 | $91 | 0.00% | 0 | Unchanged |
| West Branch Capital LLC | 0 | $137 | 0.00% | 0 | Unchanged |
| Quest Partners LLC | 1 | $469 | 0.00% | +1 | New |
| Kiker Wealth Management, LLC | 1 | $469 | 0.00% | +1 | New |
| ROSS\JOHNSON & Associates LLC | 1 | $469 | 0.01% | +1 | New |
| Contravisory Investment Management, Inc. | 2 | $939 | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 2 | $939 | 0.00% | 00.0% | Unchanged |
| Safe Harbor Fiduciary, LLC | 2 | $939 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2 | $939 | 0.00% | +2 | New |
| Bear Mountain Capital, Inc. | 3 | $1.39K | 0.00% | +3 | New |
| Chesapeake Asset Management LLC | 3 | $1.41K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 3 | $1.41K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 3 | $1.41K | 0.00% | +3 | New |
| HFM Investment Advisors, LLC | 3 | $1.41K | 0.00% | +3 | New |
| Carolina Wealth Advisors, LLC | 4 | $1.88K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 4 | $1.88K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 4 | $1.88K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 4 | $1.88K | 0.00% | +4 | New |
| McIlrath & Eck, LLC | 4 | $1.88K | 0.00% | +4 | New |
| Riggs Asset Managment Co. Inc. | 4 | $1.88K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 5 | $2.35K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 5 | $2.35K | 0.00% | +5 | New |
| Red Tortoise LLC | 5 | $2.35K | 0.00% | +5 | New |
| Bare Financial Services, Inc | 5 | $2.35K | 0.00% | +5 | New |
| Financial Network Wealth Advisors LLC | 6 | $2.82K | 0.00% | +1+20.0% | Added |
| Bay Harbor Wealth Management, LLC | 6 | $2.82K | 0.00% | +6 | New |
| PayPay Securities Corp | 6 | $3.05K | 0.17% | −2−25.0% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 7 | $3.29K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 7 | $3.29K | 0.00% | +7 | New |
| Global Wealth Strategies & Associates | 8 | $3.75K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 9 | $4.22K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 10 | $4.37K | 0.00% | +3+42.9% | Added |
| Principia Wealth Advisory, LLC | 10 | $4.53K | 0.00% | +3+42.9% | Added |
| Noble Wealth Management PBC | 10 | $4.69K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 11 | $5.16K | 0.00% | −9−45.0% | Reduced |
| Cedar Wealth Management, LLC | 12 | $5.63K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 12 | $5.63K | 0.00% | +9+300.0% | Added |
| Cedar Mountain Advisors, LLC | 12 | $5.67K | 0.00% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 13 | $6.10K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 14 | $6.57K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 15 | $7.04K | 0.00% | −5−25.0% | Reduced |
| Richardson Financial Services Inc. | 15 | $7.04K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 15 | $7.04K | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 15 | $7.04K | 0.00% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 15 | $7.04K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 15 | $7.04K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 15 | $7.04K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 15 | $7.04K | 0.01% | +6+66.7% | Added |
| Quest 10 Wealth Builders, Inc. | 15 | $7.12K | 0.01% | −100−87.0% | Reduced |
| 1248 Management, LLC | 16 | $7.54K | 0.00% | +16 | New |
| True Wealth Design, LLC | 17 | $7.99K | 0.00% | +4+30.8% | Added |
| Wolff Wiese Magana LLC | 19 | $8.92K | 0.01% | +13+216.7% | Added |
| Parvin Asset Management, LLC | 19 | $8.92K | 0.01% | +19 | New |
| Kentucky Trust Co | 20 | $9.39K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 20 | $9.39K | 0.00% | +20 | New |
| Sofos Investments, Inc. | 20 | $9.39K | 0.00% | +20 | New |
| Park Square Financial Group, LLC | 22 | $10.3K | 0.01% | +16+266.7% | Added |
| DecisionPoint Financial, LLC | 23 | $10.8K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 23 | $10.9K | 0.01% | 00.0% | Unchanged |
| Tidemark, LLC | 24 | $11.4K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 25 | $11.7K | 0.01% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 26 | $12.2K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 6 | $12.2K | 0.01% | −13−68.4% | Reduced |
| Abound Wealth Management | 26 | $12.2K | 0.00% | −11−29.7% | Reduced |
| Aspect Partners, LLC | 27 | $12.7K | 0.01% | −1−3.6% | Reduced |
| Truvestments Capital LLC | 27 | $12.7K | 0.00% | +7+35.0% | Added |
| Syntax Research, Inc. | 27 | $12.7K | 0.01% | 00.0% | Unchanged |
| Uniplan Investment Counsel, Inc. | 27 | $13.1K | 0.00% | +27 | New |
| Toth Financial Advisory Corp | 28 | $13.1K | 0.00% | +28 | New |
| Hoey Investments, Inc | 29 | $13.6K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 30 | $14.1K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 34 | $14.4K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 31 | $14.6K | 0.00% | +11+55.0% | Added |
| S&T Bank | 31 | $14.6K | 0.00% | +31 | New |
| Sachetta, LLC | 36 | $16.9K | 0.01% | −3−7.7% | Reduced |
| Piscataqua Savings Bank | 38 | $17.8K | 0.02% | −10−20.8% | Reduced |
| Robbins Farley LLC | 40 | $18.8K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 40 | $18.8K | 0.00% | +40 | New |
| Crewe Advisors LLC | 41 | $19.2K | 0.00% | +4+10.8% | Added |
| Cheviot Value Management, LLC | 40 | $19.3K | 0.00% | +40 | New |
| Retirement Wealth Solutions LLC | 42 | $19.7K | 0.02% | +42 | New |
| Pineridge Advisors LLC | 43 | $20.2K | 0.01% | −26−37.7% | Reduced |
| WPG Advisers, LLC | 43 | $20.2K | 0.02% | +26+152.9% | Added |
| North Capital, Inc. | 43 | $20.2K | 0.02% | +43 | New |
| Valued Wealth Advisors LLC | 43 | $20.3K | 0.01% | +2+4.9% | Added |
| BFSG, LLC | 44 | $20.7K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 45 | $21.1K | 0.01% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 45 | $21.1K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 45 | $21.1K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 46 | $21.6K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 47 | $22.1K | 0.01% | +47 | New |
| Solstein Capital, LLC | 48 | $22.5K | 0.01% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 49 | $23.1K | 0.05% | 00.0% | Unchanged |
| Fiduciary Advisors, Inc. | 50 | $23.3K | 0.02% | 00.0% | Unchanged |
| Orion Capital Management LLC | 50 | $23.5K | 0.01% | −30−37.5% | Reduced |
| Pacific Center for Financial Services | 50 | $23.5K | 0.01% | 00.0% | Unchanged |
| Curat Global, LLC | 50 | $23.5K | 0.03% | +50 | New |
| Anfield Capital Management, LLC | 51 | $23.9K | 0.01% | 00.0% | Unchanged |
| Davis Capital Management | 51 | $23.9K | 0.02% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 53 | $25.3K | 0.01% | −116−68.6% | Reduced |