| Wood Tarver Financial Group, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 1 | $209 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1 | $209 | 0.00% | +1 | New |
| LGT Financial Advisors LLC | 1 | $209 | 0.00% | +1 | New |
| WPG Advisers, LLC | 2 | $417 | 0.00% | −34−94.4% | Reduced |
| Crewe Advisors LLC | 2 | $418 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 2 | $418 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 2 | $427 | 0.00% | −7−77.8% | Reduced |
| WestEnd Advisors, LLC | 3 | $626 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 3 | $627 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $627 | 0.00% | +2+200.0% | Added |
| Cherry Tree Wealth Management, LLC | 4 | $731 | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 4 | $835 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 4 | $835 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 4 | $835 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 4 | $835 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 5 | $1.04K | 0.00% | −6−54.5% | Reduced |
| NVWM, LLC | 5 | $1.04K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 5 | $1.04K | 0.00% | +5 | New |
| Principia Wealth Advisory, LLC | 6 | $1.25K | 0.00% | +2+50.0% | Added |
| HFM Investment Advisors, LLC | 6 | $1.25K | 0.00% | +3+100.0% | Added |
| Stephens Consulting, LLC | 6 | $1.25K | 0.00% | +6 | New |
| Montag A & Associates Inc | 7 | $1.37K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 7 | $1.46K | 0.00% | +2+40.0% | Added |
| Total Investment Management Inc | 7 | $1.46K | 0.00% | +7 | New |
| Rialto Wealth Management, LLC | 7 | $1.46K | 0.00% | +3+75.0% | Added |
| DecisionPoint Financial, LLC | 7 | $1.50K | 0.00% | +7 | New |
| Highline Wealth Partners LLC | 8 | $1.67K | 0.00% | −6−42.9% | Reduced |
| Prestige Wealth Management Group LLC | 8 | $1.67K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 9 | $1.88K | 0.00% | −13−59.1% | Reduced |
| Rossby Financial, LCC | 9 | $1.88K | 0.00% | −2−18.2% | Reduced |
| Painted Porch Advisors LLC | 10 | $2.13K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 11 | $2.30K | 0.00% | −24−68.6% | Reduced |
| CBIZ Investment Advisory Services, LLC | 11 | $2.30K | 0.00% | −10−47.6% | Reduced |
| Sierra Ocean, LLC | 11 | $2.30K | 0.00% | +7+175.0% | Added |
| Activest Wealth Management | 12 | $2.50K | 0.00% | −9−42.9% | Reduced |
| Whipplewood Advisors, LLC | 12 | $2.50K | 0.00% | +1+9.1% | Added |
| North Capital, Inc. | 12 | $2.54K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 12 | $2.55K | 0.00% | −22−64.7% | Reduced |
| SJS Investment Consulting Inc. | 13 | $2.72K | 0.00% | −8−38.1% | Reduced |
| Harvest Fund Management Co., Ltd | 16 | $3.00K | 0.00% | −1,713−99.1% | Reduced |
| Ulland Investment Advisors, LLC | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 15 | $3.13K | 0.00% | −1−6.3% | Reduced |
| Raffa Wealth Management, LLC | 15 | $3.13K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 16 | $3.34K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 16 | $3.34K | 0.00% | +3+23.1% | Added |
| Kilter Group LLC | 17 | $3.55K | 0.00% | +17 | New |
| Cornerstone Planning Group LLC | 18 | $4.11K | 0.00% | +2+12.5% | Added |
| Hughes Financial Services, LLC | 18 | $4.14K | 0.00% | +4+28.6% | Added |
| DHJJ Financial Advisors, Ltd. | 20 | $4.19K | 0.00% | +20 | New |
| Sound Income Strategies, LLC | 22 | $4.59K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 22 | $4.59K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 22 | $4.59K | 0.00% | +1+4.8% | Added |
| Country Trust Bank | 23 | $4.80K | 0.00% | +23 | New |
| Avion Wealth | 27 | $5.00K | 0.00% | +19+237.5% | Added |
| Centennial Bank | 25 | $5.22K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 25 | $5.22K | 0.00% | +7+38.9% | Added |
| Vermillion & White Wealth Management Group, LLC | 25 | $5.22K | 0.00% | +25 | New |
| Bare Financial Services, Inc | 26 | $5.43K | 0.00% | +16+160.0% | Added |
| Coston, McIsaac & Partners | 30 | $6.00K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 30 | $6.26K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 30 | $6.26K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 30 | $6.40K | 0.00% | +30 | New |
| Gitterman Wealth Management, LLC | 32 | $6.68K | 0.00% | +32 | New |
| Rakuten Securities, Inc. | 33 | $6.89K | 0.00% | −78−70.3% | Reduced |
| Cape Investment Advisory, Inc. | 33 | $6.89K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 33 | $6.89K | 0.00% | +33 | New |
| Abound Wealth Management | 34 | $7.10K | 0.00% | −3−8.1% | Reduced |
| St. Johns Investment Management Company, LLC | 35 | $7.30K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 37 | $7.72K | 0.00% | +37 | New |
| Whittier Trust Co of Nevada Inc | 40 | $8.35K | 0.00% | +5+14.3% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 40 | $8.35K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 41 | $8.56K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 42 | $8.77K | 0.00% | +42 | New |
| Hilltop National Bank | 42 | $8.77K | 0.00% | +42 | New |
| Inlight Wealth Management, LLC | 43 | $8.97K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 42 | $9.00K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 43 | $9.02K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 53 | $11.1K | 0.00% | +18+51.4% | Added |
| UMA Financial Services, Inc. | 54 | $11.3K | 0.00% | +3+5.9% | Added |
| Tanglewood Legacy Advisors, LLC | 55 | $11.5K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 62 | $12.9K | 0.00% | −18−22.5% | Reduced |
| Piscataqua Savings Bank | 65 | $13.6K | 0.01% | +65 | New |
| Ancora Advisors, LLC | 67 | $14.0K | 0.00% | +7+11.7% | Added |
| True Wealth Design, LLC | 69 | $14.4K | 0.01% | −314−82.0% | Reduced |
| Princeton Global Asset Management LLC | 69 | $14.4K | 0.00% | +69 | New |
| AdvisorNet Financial, Inc | 70 | $14.6K | 0.00% | −4−5.4% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 63 | $14.7K | 0.00% | +63 | New |
| Private Wealth Management Group, LLC | 73 | $15.2K | 0.01% | −4−5.2% | Reduced |
| Sunbelt Securities, Inc. | 75 | $15.5K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 77 | $16.1K | 0.01% | −1−1.3% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 79 | $16.5K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 80 | $16.7K | 0.00% | +80 | New |
| CoreFirst Bank & Trust | 80 | $16.7K | 0.01% | +80 | New |
| Beacon Capital Management, LLC | 82 | $17.1K | 0.00% | +1+1.2% | Added |
| Richardson Financial Services Inc. | 82 | $17.3K | 0.01% | −18−18.0% | Reduced |
| City State Bank | 83 | $17.3K | 0.01% | +15+22.1% | Added |
| Grove Bank & Trust | 86 | $17.9K | 0.00% | +4+4.9% | Added |
| JFS Wealth Advisors, LLC | 86 | $17.9K | 0.00% | +7+8.9% | Added |
| Whittier Trust Co | 90 | $18.8K | 0.00% | −20−18.2% | Reduced |