| Dogwood Wealth Management LLC | 0 | $24 | 0.00% | 0 | New |
| Ibex Wealth Advisors | 1 | $225 | 0.05% | −802−99.9% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 1 | $386 | 0.00% | +1 | New |
| Coppell Advisory Solutions LLC | 2 | $772 | 0.00% | −7−77.8% | Reduced |
| PEAK6 Investments LLC | 2 | $849 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Performa Ltd (US), LLC | 3 | $1.16K | 0.00% | −11−78.6% | Reduced |
| Tfo-TDC, LLC | 3 | $1.16K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 4 | $1.37K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 6 | $2.31K | 0.00% | −47−88.7% | Reduced |
| Logan Capital Management Inc | 6 | $2.31K | 0.00% | −5−45.5% | Reduced |
| Cedar Mountain Advisors, LLC | 7 | $2.70K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 7 | $2.70K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 8 | $3.09K | 0.00% | +8 | New |
| Winch Advisory Services, LLC | 8 | $3.26K | 0.00% | −19−70.4% | Reduced |
| Carolina Wealth Advisors, LLC | 10 | $3.86K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 10 | $3.86K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 10 | $3.86K | 0.00% | +10 | New |
| Silicon Valley Capital Partners | 11 | $4.07K | 0.00% | +1+10.0% | Added |
| J.Safra Asset Management Corp | 11 | $4.24K | 0.00% | +11 | New |
| WealthCollab, LLC | 12 | $4.61K | 0.00% | +12 | New |
| Syntax Research, Inc. | 12 | $4.63K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 15 | $5.79K | 0.01% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 15 | $5.82K | 0.00% | −301−95.3% | Reduced |
| First PREMIER Bank | 15 | $6.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 15 | $6.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 15 | $6.00K | 0.00% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 16 | $6.17K | 0.00% | +16 | New |
| PayPay Securities Corp | 18 | $6.98K | 0.34% | −11−37.9% | Reduced |
| Disciplined Equity Management, Inc. | 19 | $7.33K | 0.01% | +19 | New |
| Northwest Financial Advisors | 19 | $7.33K | 0.01% | +19 | New |
| Chesapeake Asset Management LLC | 20 | $7.71K | 0.01% | −161−89.0% | Reduced |
| Frank, Rimerman Advisors LLC | 20 | $7.71K | 0.00% | +20 | New |
| Godsey & Gibb Associates | 20 | $7.72K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 20 | $7.72K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 20 | $7.78K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 23 | $8.87K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 23 | $8.87K | 0.01% | +10+76.9% | Added |
| DiNuzzo Private Wealth, Inc. | 23 | $8.87K | 0.00% | +23 | New |
| Valued Wealth Advisors LLC | 29 | $9.47K | 0.01% | +29 | New |
| Kiely Wealth Advisory Group, Inc. | 25 | $9.48K | 0.01% | +25 | New |
| Cherry Tree Wealth Management, LLC | 25 | $9.64K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 26 | $10.0K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 27 | $10.4K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 27 | $10.8K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 28 | $10.8K | 0.00% | +5+21.7% | Added |
| Cornerstone Planning Group LLC | 29 | $11.2K | 0.00% | −29−50.0% | Reduced |
| Transcendent Capital Group LLC | 30 | $11.6K | 0.01% | +30 | New |
| ClariVest Asset Management LLC | 30 | $11.6K | 0.00% | +1+3.4% | Added |
| DT Investment Partners, LLC | 30 | $11.6K | 0.00% | +30 | New |
| MUFG Securities EMEA plc | 31 | $12.0K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 31 | $12.0K | 0.01% | +31 | New |
| Versant Capital Management, Inc | 32 | $12.3K | 0.00% | −206−86.6% | Reduced |
| Tucker Asset Management LLC | 32 | $12.3K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 33 | $12.7K | 0.00% | −22,198−99.9% | Reduced |
| First Community Trust NA | 34 | $13.1K | 0.01% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 35 | $13.5K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 35 | $13.5K | 0.00% | +35 | New |
| Spotlight Asset Group, Inc. | 42 | $13.6K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 38 | $14.8K | 0.00% | −4−9.5% | Reduced |
| West Oak Capital, LLC | 40 | $15.0K | 0.01% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 40 | $15.4K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 41 | $15.8K | 0.01% | +41 | New |
| Hillsdale Investment Management Inc. | 43 | $16.6K | 0.00% | −170−79.8% | Reduced |
| Scarborough Advisors, LLC | 43 | $16.6K | 0.00% | +43 | New |
| Creekmur Asset Management LLC | 43 | $16.6K | 0.01% | +43 | New |
| Albion Financial Group | 45 | $17.4K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 50 | $19.3K | 0.00% | −41−45.1% | Reduced |
| Arlington Partners LLC | 50 | $19.3K | 0.01% | +25+100.0% | Added |
| Cetera Trust Company, N.A | 50 | $19.3K | 0.01% | +50 | New |
| Morton Brown Family Wealth, LLC | 51 | $19.7K | 0.01% | +51 | New |
| Truvestments Capital LLC | 51 | $19.8K | 0.01% | −43−45.7% | Reduced |
| Annapolis Financial Services, LLC | 52 | $20.0K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 52 | $20.2K | 0.01% | +2+4.0% | Added |
| Baldwin Brothers Inc | 55 | $21.2K | 0.00% | +15+37.5% | Added |
| McIlrath & Eck, LLC | 56 | $21.6K | 0.00% | −2−3.4% | Reduced |
| Main Street Group, LTD | 57 | $22.0K | 0.01% | +57 | New |
| Hoey Investments, Inc | 58 | $22.4K | 0.01% | −7,293−99.2% | Reduced |
| Costello Asset Management, INC | 60 | $23.1K | 0.02% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 60 | $23.1K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 61 | $23.5K | 0.00% | +1+1.7% | Added |
| Tidemark, LLC | 62 | $24.0K | 0.01% | +62 | New |
| Provenance Wealth Advisors, LLC | 65 | $25.1K | 0.00% | +58+828.6% | Added |
| Abound Wealth Management | 66 | $25.5K | 0.01% | +15+29.4% | Added |
| Park Place Capital Corp | 68 | $26.2K | 0.01% | −256−79.0% | Reduced |
| First United Bank Trust | 68 | $26.2K | 0.01% | +68 | New |
| Pineridge Advisors LLC | 74 | $28.5K | 0.01% | +74 | New |
| Chelsea Counsel Co | 75 | $28.9K | 0.02% | −42−35.9% | Reduced |
| IAG Wealth Partners, LLC | 77 | $29.7K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 77 | $29.7K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 78 | $30.0K | 0.02% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 80 | $30.9K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 80 | $30.9K | 0.00% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 82 | $31.6K | 0.01% | +82 | New |
| Acadian Asset Management LLC | 83 | $32.0K | 0.00% | −27,143−99.7% | Reduced |
| Raffa Wealth Management, LLC | 84 | $32.4K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 85 | $32.8K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 90 | $35.0K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 97 | $37.6K | 0.03% | 00.0% | Unchanged |
