| Smallwood Wealth Investment Management, LLC | 0 | $42 | 0.00% | 0 | Unchanged |
| DecisionPoint Financial, LLC | 1 | $82 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 1 | $82 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 1 | $82 | 0.00% | +1 | New |
| Mark Sheptoff Financial Planning, LLC | 2 | $89 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 2 | $163 | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 4 | $325 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 4 | $325 | 0.00% | +4 | New |
| Birchbrook, Inc. | 4 | $326 | 0.00% | −1−20.0% | Reduced |
| NorthAvenue LLC | 5 | $407 | 0.00% | +5 | New |
| Bradley & Co. Private Wealth Management, LLC | 6 | $487 | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 6 | $506 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 9 | $549 | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 7 | $564 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 7 | $569 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 7 | $569 | 0.01% | +1+16.7% | Added |
| PFS Partners, LLC | 7 | $570 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 8 | $651 | 0.00% | +8 | New |
| Breakwater Investment Management | 9 | $732 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 9 | $758 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 10 | $813 | 0.00% | −9−47.4% | Reduced |
| Lavaca Capital LLC | 10 | $813 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 10 | $813 | 0.00% | 00.0% | Unchanged |
| Trust Co | 10 | $813 | 0.00% | +10 | New |
| Robbins Farley LLC | 10 | $814 | 0.00% | −45−81.8% | Reduced |
| Redwood Park Advisors LLC | 10 | $814 | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 11 | $895 | 0.00% | −171−94.0% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 12 | $902 | 0.00% | +12 | New |
| United Community Bank | 12 | $976 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 13 | $1.06K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 14 | $1.14K | 0.00% | +14 | New |
| Vermillion Wealth Management, Inc. | 15 | $1.18K | 0.00% | −50−76.9% | Reduced |
| Atlantic Private Wealth, LLC | 15 | $1.22K | 0.00% | +15 | New |
| Garton & Associates Financial Advisors LLC | 15 | $1.22K | 0.00% | +15 | New |
| Winnow Wealth LLC | 15 | $1.23K | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 15 | $1.26K | 0.00% | +15 | New |
| McMillan Office, Inc. | 16 | $1.30K | 0.00% | +16 | New |
| Clarity Asset Management, Inc. | 17 | $1.38K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 18 | $1.46K | 0.00% | −1−5.3% | Reduced |
| Quaker Wealth Management, LLC | 18 | $1.46K | 0.00% | +2+12.5% | Added |
| Hughes Financial Services, LLC | 20 | $1.63K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 20 | $1.63K | 0.00% | +20 | New |
| 1 North Wealth Services LLC | 21 | $1.71K | 0.00% | 00.0% | Unchanged |
| Align Financial, LLC | 1,789 | $1.79K | 0.00% | +1,789 | New |
| Picton Mahoney Asset Management | 24 | $1.95K | 0.00% | −15,161−99.8% | Reduced |
| Navalign, LLC | 24 | $1.95K | 0.00% | +24 | New |
| Legacy Wealth Managment, LLC | 24 | $1.95K | 0.00% | +24 | New |
| Jessup Wealth Management, Inc | 25 | $2.06K | 0.00% | +25 | New |
| Gilpin Wealth Management, LLC | 27 | $2.20K | 0.00% | +27 | New |
| Whipplewood Advisors, LLC | 29 | $2.36K | 0.00% | +29 | New |
| Financially Speaking Inc | 31 | $2.52K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 32 | $2.60K | 0.00% | +5+18.5% | Added |
| Foster Dykema Cabot & Partners, LLC | 33 | $2.68K | 0.00% | +19+135.7% | Added |
| Global Wealth Strategies & Associates | 35 | $2.85K | 0.00% | +35 | New |
| Quattro Advisors LLC | 36 | $2.90K | 0.00% | +36 | New |
| Bare Financial Services, Inc | 36 | $2.93K | 0.00% | −8−18.2% | Reduced |
| Wealth Watch Advisors, INC | 36 | $2.93K | 0.00% | −45−55.6% | Reduced |
| Tradewinds Capital Management, LLC | 36 | $2.93K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 32 | $3.00K | 0.00% | +32 | New |
| NVWM, LLC | 38 | $3.09K | 0.00% | +5+15.2% | Added |
| Bayban | 40 | $3.25K | 0.00% | +40 | New |
| Curio Wealth, LLC | 39 | $3.26K | 0.00% | +10+34.5% | Added |
| Alexis Investment Partners, LLC | 41 | $3.33K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 41 | $3.33K | 0.00% | +32+355.6% | Added |
| Kingdom Financial Group LLC. | 42 | $3.41K | 0.00% | +42 | New |
| RHL Group, LLC | 42 | $3.42K | 0.00% | +42 | New |
| Benson Wealth Management INC | 43 | $3.50K | 0.00% | +43 | New |
| Retirement Wealth Solutions LLC | 44 | $3.58K | 0.00% | +1+2.3% | Added |
| Clark Wealth Partners | 46 | $3.74K | 0.00% | 00.0% | Unchanged |
| Motiv8 Investments LLC | 50 | $4.00K | 0.00% | +50 | New |
| Minot DeBlois Advisors LLC | 50 | $4.07K | 0.00% | −50−50.0% | Reduced |
| Modus Advisors, LLC | 50 | $4.07K | 0.00% | +50 | New |
| Proathlete Wealth Management LLC | 51 | $4.15K | 0.00% | +51 | New |
| Burkett Financial Services, LLC | 52 | $4.29K | 0.00% | −1−1.9% | Reduced |
| S&T Bank | 53 | $4.31K | 0.00% | −183−77.5% | Reduced |
| Tidemark, LLC | 53 | $4.31K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 53 | $4.31K | 0.00% | +7+15.2% | Added |
| Richardson Financial Services Inc. | 55 | $4.47K | 0.00% | +55 | New |
| Anchor Investment Management, LLC | 59 | $4.80K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 60 | $4.88K | 0.14% | +43+252.9% | Added |
| Bravera Wealth | 62 | $5.04K | 0.00% | +62 | New |
| Financial Consulate, Inc | 67 | $5.45K | 0.00% | +19+39.6% | Added |
| Arlington Trust Co LLC | 70 | $5.69K | 0.00% | −1,098−94.0% | Reduced |
| Atlantic Trust, LLC | 70 | $5.69K | 0.00% | −37−34.6% | Reduced |
| Strategic Wealth Partners, Ltd. | 71 | $5.77K | 0.00% | +36+102.9% | Added |
| Penserra Capital Management LLC | 78 | $6.00K | 0.00% | −3−3.7% | Reduced |
| Smithfield Trust Co | 84 | $6.00K | 0.00% | +83+8,300.0% | Added |
| HFM Investment Advisors, LLC | 77 | $6.26K | 0.00% | +35+83.3% | Added |
| LM Advisors LLC | 527 | $6.48K | 0.13% | −4,648−89.8% | Reduced |
| YANKCOM Partnership | 80 | $6.51K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 80 | $6.51K | 0.00% | +9+12.7% | Added |
| Orion Capital Management LLC | 81 | $6.59K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 85 | $6.91K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 86 | $6.99K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 92 | $7.00K | 0.00% | +17+22.7% | Added |
| TFC Financial Management | 86 | $7.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 88 | $7.13K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 88 | $7.16K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 90 | $7.32K | 0.00% | −25−21.7% | Reduced |
| DT Investment Partners, LLC | 90 | $7.32K | 0.00% | 00.0% | Unchanged |