| Merrithew & Thorsten Inc | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 2 | $0 | 0.00% | +2 | New |
| Copia Wealth Management | 0 | $7 | 0.00% | 0 | Unchanged |
| Raleigh Capital Management Inc. | 0 | $28 | 0.00% | 0 | Unchanged |
| Caitong International Asset Management Co., Ltd | 1 | $415 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 1 | $415 | 0.00% | +1 | New |
| Asset Dedication, LLC | 1 | $416 | 0.00% | −124−99.2% | Reduced |
| Clark Wealth Partners | 1 | $416 | 0.00% | −7−87.5% | Reduced |
| Maryland Capital Advisors Inc. | 1 | $416 | 0.00% | +1 | New |
| IMA Wealth, Inc. | 1 | $417 | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 1 | $417 | 0.00% | +1 | New |
| Cordant, Inc. | 1 | $507 | 0.00% | +1 | New |
| Wolff Wiese Magana LLC | 2 | $831 | 0.00% | 00.0% | Unchanged |
| United Community Bank | 2 | $831 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 2 | $831 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 2 | $831 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 2 | $831 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 2 | $838 | 0.00% | +2 | New |
| 1620 Investment Advisors, Inc. | 2 | $1.02K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 3 | $1.25K | 0.00% | −59−95.2% | Reduced |
| Retirement Wealth Solutions LLC | 3 | $1.25K | 0.00% | −3−50.0% | Reduced |
| WestEnd Advisors, LLC | 3 | $1.25K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 3 | $1.25K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 3 | $1.25K | 0.00% | +3 | New |
| Aventura Private Wealth, LLC | 3 | $1.25K | 0.00% | +3 | New |
| Quaker Wealth Management, LLC | 4 | $1.66K | 0.00% | +1+33.3% | Added |
| Three Bearings Fiduciary Advisors, Inc. | 4 | $1.67K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 4 | $1.79K | 0.00% | −20−83.3% | Reduced |
| Imprint Wealth LLC | 5 | $2.08K | 0.01% | −2−28.6% | Reduced |
| Richardson Financial Services Inc. | 5 | $2.08K | 0.00% | −1−16.7% | Reduced |
| Key Capital Management, INC | 5 | $2.08K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 5 | $2.08K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 5 | $2.08K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 5 | $2.08K | 0.00% | +1+25.0% | Added |
| Alpine Bank Wealth Management | 5 | $2.08K | 0.00% | +5 | New |
| Planning Strategies Inc. | 5 | $2.08K | 0.00% | +5 | New |
| Oakmont Advisory Group, LLC | 5 | $2.16K | 0.00% | +5 | New |
| Citizens National Bank Trust Department | 6 | $2.49K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 6 | $2.49K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 6 | $2.49K | 0.00% | +2+50.0% | Added |
| West Branch Capital LLC | 6 | $2.57K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 7 | $2.91K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 7 | $2.91K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 7 | $2.91K | 0.00% | +7 | New |
| American Capital Advisory, LLC | 7 | $2.91K | 0.00% | +1+16.7% | Added |
| Bangor Savings Bank | 8 | $3.32K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 8 | $3.32K | 0.00% | +1+14.3% | Added |
| Rakuten Securities, Inc. | 8 | $3.32K | 0.00% | +2+33.3% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 8 | $3.32K | 0.00% | +8 | New |
| Beaird Harris Wealth Management, LLC | 8 | $3.33K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 8 | $3.33K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 8 | $3.35K | 0.00% | 00.0% | Unchanged |
| Bayban | 9 | $3.74K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 9 | $3.74K | 0.00% | +1+12.5% | Added |
| Roxbury Financial LLC | 9 | $3.74K | 0.00% | +9 | New |
| St Germain D J Co Inc | 10 | $4.15K | 0.00% | −3−23.1% | Reduced |
| NBT Bank N A | 10 | $4.15K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 10 | $4.15K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 10 | $4.15K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 10 | $4.15K | 0.00% | +5+100.0% | Added |
| Activest Wealth Management | 11 | $4.57K | 0.00% | −52−82.5% | Reduced |
| FWL Investment Management, LLC | 11 | $4.57K | 0.00% | +11 | New |
| Crewe Advisors LLC | 11 | $4.57K | 0.00% | +9+450.0% | Added |
| Synergy Investment Management, LLC | 11 | $4.78K | 0.00% | +6+120.0% | Added |
| Signature Resources Capital Management, LLC | 12 | $4.98K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 12 | $4.98K | 0.00% | +2+20.0% | Added |
| Valued Wealth Advisors LLC | 13 | $5.43K | 0.00% | −6−31.6% | Reduced |
| Dunhill Financial, LLC | 13 | $5.57K | 0.00% | −1−7.1% | Reduced |
| Arlington Trust Co LLC | 14 | $5.81K | 0.00% | 00.0% | Unchanged |
| First National Bank | 14 | $5.81K | 0.00% | +14 | New |
| Financial Gravity Companies, Inc. | 14 | $5.81K | 0.00% | +14 | New |
| Creative Capital Management Investments LLC | 14 | $5.81K | 0.00% | +14 | New |
| DiNuzzo Private Wealth, Inc. | 14 | $5.82K | 0.00% | −1−6.7% | Reduced |
| DHJJ Financial Advisors, Ltd. | 14 | $5.82K | 0.00% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 14 | $5.82K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 14 | $5.82K | 0.00% | +14 | New |
| Penserra Capital Management LLC | 15 | $6.00K | 0.00% | 00.0% | Unchanged |
| Birchwood Financial Partners, Inc. | 15 | $6.23K | 0.01% | −1−6.3% | Reduced |
| Front Row Advisors LLC | 14 | $6.54K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 16 | $6.64K | 0.00% | −161−91.0% | Reduced |
| Mascoma Wealth Management LLC | 16 | $6.64K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 17 | $7.06K | 0.00% | −4−19.0% | Reduced |
| Commonwealth Retirement Investments LLC | 17 | $7.16K | 0.00% | +17 | New |
| Sfam, LLC | 18 | $7.44K | 0.01% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 18 | $7.47K | 0.00% | +8+80.0% | Added |
| Gen-Wealth Partners Inc | 19 | $7.89K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 19 | $7.89K | 0.00% | +13+216.7% | Added |
| Pacifica Partners Inc. | 19 | $8.03K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 11 | $8.31K | 0.00% | +11 | New |
| Raffa Wealth Management, LLC | 21 | $8.72K | 0.00% | −24−53.3% | Reduced |
| Clean Yield Group | 21 | $8.72K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 21 | $8.72K | 0.00% | +7+50.0% | Added |
| Downshift Financial, LLC | 21 | $8.72K | 0.00% | +21 | New |
| Kilter Group LLC | 21 | $8.72K | 0.00% | −2−8.7% | Reduced |
| Frazier Financial Advisors, LLC | 22 | $9.14K | 0.00% | −44−66.7% | Reduced |
| Tidemark, LLC | 23 | $9.43K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 24 | $10.1K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 22 | $10.3K | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 25 | $10.4K | 0.01% | 00.0% | Unchanged |
| Security National Bank of So Dak | 25 | $10.4K | 0.00% | +25 | New |