| Legacy Wealth Managment, LLC | 4 | $291 | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 4 | $291 | 0.00% | +4 | New |
| GHP Investment Advisors, Inc. | 5 | $381 | 0.00% | +5 | New |
| Inlight Wealth Management, LLC | 6 | $436 | 0.00% | +6 | New |
| Rialto Wealth Management, LLC | 8 | $582 | 0.00% | +8 | New |
| West Branch Capital LLC | 10 | $727 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 10 | $727 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $727 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 11 | $800 | 0.00% | +11 | New |
| 1620 Investment Advisors, Inc. | 11 | $807 | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 12 | $886 | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 15 | $1.09K | 0.00% | +15 | New |
| Bare Financial Services, Inc | 15 | $1.09K | 0.00% | +15 | New |
| Pineridge Advisors LLC | 15 | $1.09K | 0.00% | +15 | New |
| Caitong International Asset Management Co., Ltd | 16 | $1.16K | 0.00% | −4,747−99.7% | Reduced |
| Parkworth Wealth Management, Inc. | 20 | $1.45K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 20 | $1.45K | 0.00% | +20 | New |
| Park Place Capital Corp | 25 | $1.82K | 0.00% | −15−37.5% | Reduced |
| TD Capital Management LLC | 25 | $1.82K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 28 | $2.04K | 0.00% | +13+86.7% | Added |
| Perritt Capital Management Inc | 29 | $2.11K | 0.00% | +29 | New |
| Tortoise Investment Management, LLC | 30 | $2.18K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 30 | $2.18K | 0.00% | +5+20.0% | Added |
| Parvin Asset Management, LLC | 30 | $2.18K | 0.00% | +30 | New |
| Hughes Financial Services, LLC | 32 | $2.33K | 0.00% | +32 | New |
| Accordant Advisory Group Inc | 35 | $2.54K | 0.00% | +35 | New |
| PayPay Securities Corp | 35 | $2.61K | 0.15% | −53−60.2% | Reduced |
| Trifecta Capital Advisors, LLC | 40 | $2.91K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 40 | $2.91K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 40 | $2.91K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 40 | $2.91K | 0.00% | +40 | New |
| Indiana Trust & Investment Management CO | 41 | $2.98K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 42 | $2.98K | 0.00% | +13+44.8% | Added |
| Glass Jacobson Investment Advisors llc | 43 | $3.11K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 47 | $3.42K | 0.00% | +47 | New |
| Coastline Trust Co | 50 | $3.63K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 50 | $3.63K | 0.00% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 50 | $3.63K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 50 | $3.63K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 54 | $3.84K | 0.00% | +16+42.1% | Added |
| Clean Yield Group | 60 | $4.36K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 60 | $4.36K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 60 | $4.36K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 60 | $4.36K | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 60 | $4.36K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 60 | $4.36K | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 60 | $4.36K | 0.00% | +60 | New |
| Front Row Advisors LLC | 60 | $4.38K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 83 | $5.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 70 | $5.09K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 70 | $5.09K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 70 | $5.09K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 70 | $5.09K | 0.00% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 70 | $5.09K | 0.00% | +70 | New |
| Arcadia Investment Management Corp | 80 | $5.82K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 81 | $5.90K | 0.00% | +81 | New |
| Red Tortoise LLC | 90 | $6.54K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 90 | $6.54K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 90 | $6.54K | 0.01% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 90 | $6.56K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 96 | $6.98K | 0.00% | +96 | New |
| Jackson, Grant Investment Advisers, Inc. | 100 | $7.27K | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 100 | $7.27K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 101 | $7.34K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 102 | $7.42K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 108 | $7.85K | 0.01% | +108 | New |
| WPG Advisers, LLC | 109 | $7.92K | 0.01% | −271−71.3% | Reduced |
| Greenline Partners, LLC | 110 | $8.00K | 0.00% | +110 | New |
| United Community Bank | 110 | $8.00K | 0.00% | +110 | New |
| Altshuler Shaham Ltd | 119 | $8.65K | 0.00% | +119 | New |
| DiNuzzo Private Wealth, Inc. | 119 | $8.65K | 0.00% | −3−2.5% | Reduced |
| Westend Capital Management, LLC | 120 | $8.72K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 120 | $8.72K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 122 | $8.87K | 0.00% | +122 | New |
| TCTC Holdings, LLC | 127 | $9.23K | 0.00% | +127 | New |
| WealthTrak Capital Management LLC | 130 | $9.45K | 0.01% | +75+136.4% | Added |
| Graybill Bartz & Assoc Ltd | 130 | $9.45K | 0.00% | +130 | New |
| Medallion Wealth Advisors, LLC | 130 | $9.47K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 133 | $9.67K | 0.00% | +1+0.8% | Added |
| Bruce G. Allen Investments, LLC | 137 | $9.96K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 140 | $10.2K | 0.00% | +140 | New |
| Clark Wealth Partners | 145 | $10.5K | 0.01% | +80+123.1% | Added |
| S&T Bank | 146 | $10.6K | 0.00% | +16+12.3% | Added |
| Fortis Group Advisors, LLC | 150 | $10.9K | 0.00% | 00.0% | Unchanged |
| Motco | 160 | $11.6K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 160 | $11.6K | 0.00% | +160 | New |
| Raffa Wealth Management, LLC | 166 | $12.1K | 0.00% | −66−28.4% | Reduced |
| Stuart Chaussee & Associates, Inc. | 180 | $13.1K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 181 | $13.2K | 0.01% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 180 | $13.8K | 0.01% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 200 | $14.5K | 0.01% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 200 | $14.5K | 0.01% | 00.0% | Unchanged |
| Fiduciary Wealth Partners, LLC | 200 | $14.5K | 0.01% | +200 | New |
| High Note Wealth, LLC | 200 | $14.6K | 0.00% | +4+2.0% | Added |
| MCF Advisors LLC | 200 | $14.6K | 0.00% | −50−20.0% | Reduced |
| St Germain D J Co Inc | 201 | $14.6K | 0.00% | +201 | New |
| Synergy Investment Management, LLC | 201 | $14.6K | 0.01% | −1−0.5% | Reduced |
| HHM Wealth Advisors, LLC | 204 | $14.8K | 0.00% | +204 | New |
| Ulland Investment Advisors, LLC | 200 | $15.0K | 0.01% | 00.0% | Unchanged |