| IMA Wealth, Inc. | 1 | $202 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 1 | $203 | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 1 | $203 | 0.00% | +1 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 1 | $207 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 2 | $406 | 0.00% | −30−93.8% | Reduced |
| WestEnd Advisors, LLC | 2 | $406 | 0.00% | −1−33.3% | Reduced |
| Redwood Park Advisors LLC | 2 | $406 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 2 | $406 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 2 | $406 | 0.00% | +1+100.0% | Added |
| Legacy Bridge, LLC | 2 | $406 | 0.00% | +2 | New |
| Investors Portfolio Services LLC | 3 | $555 | 0.00% | +3 | New |
| DecisionPoint Financial, LLC | 3 | $609 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 3 | $609 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $609 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 3 | $609 | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 3 | $609 | 0.00% | +3 | New |
| North Star Investment Management Corp. | 3 | $609 | 0.00% | +3 | New |
| Crewe Advisors LLC | 3 | $609 | 0.00% | +3 | New |
| Cherry Tree Wealth Management, LLC | 4 | $710 | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 5 | $962 | 0.00% | −16−76.2% | Reduced |
| Bogart Wealth, LLC | 5 | $1.01K | 0.00% | −1−16.7% | Reduced |
| Triumph Capital Management | 5 | $1.01K | 0.00% | +5 | New |
| High Note Wealth, LLC | 6 | $1.22K | 0.00% | +5+500.0% | Added |
| 1015 Capital Partners, LLC | 6 | $1.22K | 0.00% | +6 | New |
| Planning Project LLC | 6 | $1.27K | 0.00% | +6 | New |
| United Financial Planning Group LLC | 7 | $1.42K | 0.00% | +7 | New |
| Westfuller Advisors, LLC | 7 | $1.44K | 0.00% | −33−82.5% | Reduced |
| Prestige Wealth Management Group LLC | 8 | $1.62K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 8 | $1.62K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 8 | $1.62K | 0.00% | +1+14.3% | Added |
| NVWM, LLC | 8 | $1.62K | 0.00% | +3+60.0% | Added |
| Rossby Financial, LCC | 9 | $1.83K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 9 | $1.83K | 0.00% | +1+12.5% | Added |
| Valley National Advisers Inc | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 10 | $2.03K | 0.00% | −13−56.5% | Reduced |
| Fiduciary Advisors, Inc. | 10 | $2.03K | 0.00% | +10 | New |
| Manning & Napier Advisors LLC | 10 | $2.05K | 0.00% | +10 | New |
| Clark Wealth Partners | 11 | $2.23K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 12 | $2.43K | 0.00% | −207−94.5% | Reduced |
| HFM Investment Advisors, LLC | 13 | $2.64K | 0.00% | +7+116.7% | Added |
| First Command Advisory Services, Inc. | 14 | $2.84K | 0.00% | +14 | New |
| Dunhill Financial, LLC | 14 | $2.84K | 0.00% | +2+16.7% | Added |
| Harvest Fund Management Co., Ltd | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 15 | $3.04K | 0.00% | +15 | New |
| Cornerstone Financial Management LLC | 15 | $3.04K | 0.00% | +15 | New |
| Kayne Anderson Rudnick Investment Management LLC | 16 | $3.25K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 17 | $3.45K | 0.00% | +1+6.3% | Added |
| Hughes Financial Services, LLC | 17 | $3.45K | 0.00% | −1−5.6% | Reduced |
| Independence Bank of Kentucky | 17 | $3.45K | 0.00% | +17 | New |
| Kilter Group LLC | 17 | $3.45K | 0.00% | +1+6.3% | Added |
| Bay Harbor Wealth Management, LLC | 18 | $3.65K | 0.00% | +5+38.5% | Added |
| Ares Financial Consulting, LLC | 18 | $3.65K | 0.00% | +18 | New |
| Hilton Head Capital Partners, LLC | 19 | $3.85K | 0.00% | +19 | New |
| Aspect Partners, LLC | 19 | $3.85K | 0.00% | +3+18.8% | Added |
| Avion Wealth | 24 | $4.00K | 0.00% | −7−22.6% | Reduced |
| DHJJ Financial Advisors, Ltd. | 20 | $4.11K | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 21 | $4.26K | 0.00% | +17+425.0% | Added |
| DiNuzzo Private Wealth, Inc. | 21 | $4.26K | 0.00% | −1−4.5% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 22 | $4.46K | 0.01% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 23 | $4.67K | 0.00% | −8−25.8% | Reduced |
| Country Trust Bank | 23 | $4.67K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 24 | $4.87K | 0.00% | +24 | New |
| Centennial Bank | 25 | $5.07K | 0.00% | 00.0% | Unchanged |
| Bayban | 25 | $5.07K | 0.00% | +25 | New |
| Sachetta, LLC | 25 | $5.07K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 26 | $5.27K | 0.00% | 00.0% | Unchanged |
| Groupe la Francaise | 28 | $5.68K | 0.00% | −50−64.1% | Reduced |
| CBIZ Investment Advisory Services, LLC | 28 | $5.68K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 27 | $5.72K | 0.00% | +5+22.7% | Added |
| Elevated Capital Advisors, LLC | 29 | $5.88K | 0.00% | +29 | New |
| Coston, McIsaac & Partners | 30 | $6.00K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 30 | $6.09K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 31 | $6.29K | 0.00% | +11+55.0% | Added |
| Twin Tree Management, LP | 33 | $6.69K | 0.00% | +33 | New |
| Abound Wealth Management | 34 | $6.90K | 0.00% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 35 | $7.10K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 35 | $7.10K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 37 | $7.50K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 38 | $7.77K | 0.00% | −122−76.3% | Reduced |
| Meeder Asset Management Inc | 39 | $7.91K | 0.00% | −39−50.0% | Reduced |
| Winch Advisory Services, LLC | 41 | $8.39K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 42 | $8.52K | 0.00% | −2−4.5% | Reduced |
| Hilltop National Bank | 42 | $8.52K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 42 | $8.52K | 0.00% | +9+27.3% | Added |
| Activest Wealth Management | 42 | $8.52K | 0.00% | +24+133.3% | Added |
| Inlight Wealth Management, LLC | 43 | $8.72K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 43 | $8.77K | 0.00% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 44 | $8.89K | 0.00% | +44 | New |
| TSFG, LLC | 42 | $9.00K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 48 | $9.74K | 0.01% | +48 | New |
| Piscataqua Savings Bank | 50 | $10.1K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 50 | $10.1K | 0.01% | −300−85.7% | Reduced |
| Basepoint Wealth LLC | 50 | $10.2K | 0.01% | +50 | New |
| Tanglewood Legacy Advisors, LLC | 55 | $11.2K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 55 | $11.2K | 0.00% | +2+3.8% | Added |
| Signature Equity Partners, LLC | 57 | $11.4K | 0.01% | +57 | New |
| Bruce G. Allen Investments, LLC | 58 | $11.8K | 0.01% | −19−24.7% | Reduced |