| Avion Wealth | 11 | $0 | 0.00% | −17−60.7% | Reduced |
| Ogorek Anthony Joseph | 8 | $0 | 0.00% | +8 | New |
| Westfuller Advisors, LLC | 0 | $13 | 0.00% | −49−100.0% | Reduced |
| Colonial Trust Advisors | 1 | $19 | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 1 | $31 | 0.00% | −31−96.9% | Reduced |
| GHP Investment Advisors, Inc. | 1 | $31 | 0.00% | 00.0% | Unchanged |
| Tema ETFs LLC | 2 | $61 | 0.00% | −3,415−99.9% | Reduced |
| Principia Wealth Advisory, LLC | 2 | $61 | 0.00% | −4−66.7% | Reduced |
| DHJJ Financial Advisors, Ltd. | 2 | $62 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 5 | $154 | 0.00% | +5 | New |
| Onefund, LLC | 6 | $184 | 0.00% | −772−99.2% | Reduced |
| Tidemark, LLC | 6 | $184 | 0.00% | +6 | New |
| Prestige Wealth Management Group LLC | 6 | $185 | 0.00% | −14−70.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 8 | $246 | 0.00% | −120−93.8% | Reduced |
| American Capital Advisory, LLC | 8 | $246 | 0.00% | −7−46.7% | Reduced |
| Westside Investment Management, Inc. | 8 | $246 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 9 | $276 | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 10 | $307 | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 10 | $307 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 10 | $307 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 11 | $338 | 0.00% | +4+57.1% | Added |
| Frazier Financial Advisors, LLC | 11 | $338 | 0.00% | +11 | New |
| Golden State Equity Partners | 12 | $368 | 0.00% | +12 | New |
| PlanVest Financial, Inc | 12 | $380 | 0.00% | +12 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 13 | $399 | 0.00% | −9,319−99.9% | Reduced |
| DecisionPoint Financial, LLC | 13 | $400 | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 14 | $430 | 0.00% | −17−54.8% | Reduced |
| Cedar Mountain Advisors, LLC | 14 | $430 | 0.00% | +14 | New |
| Elequin Capital LP | 15 | $461 | 0.00% | −22−59.5% | Reduced |
| TFC Financial Management | 15 | $461 | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 15 | $461 | 0.00% | +2+15.4% | Added |
| Dunhill Financial, LLC | 15 | $481 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 16 | $491 | 0.00% | −54−77.1% | Reduced |
| Bare Financial Services, Inc | 16 | $491 | 0.00% | −14−46.7% | Reduced |
| Vermillion Wealth Management, Inc. | 16 | $491 | 0.00% | +16 | New |
| Quaker Wealth Management, LLC | 16 | $492 | 0.00% | −1,365−98.8% | Reduced |
| Evermay Wealth Management LLC | 16 | $507 | 0.00% | −540−97.1% | Reduced |
| Signature Equity Partners, LLC | 18 | $553 | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 20 | $614 | 0.00% | +20 | New |
| MV Capital Management, Inc. | 24 | $738 | 0.00% | +20+500.0% | Added |
| Bay Harbor Wealth Management, LLC | 26 | $798 | 0.00% | +13+100.0% | Added |
| NBT Bank N A | 26 | $798 | 0.00% | +26 | New |
| Curio Wealth, LLC | 27 | $821 | 0.00% | +2+8.0% | Added |
| Private Trust Co NA | 28 | $860 | 0.00% | +28 | New |
| Portus Wealth Advisors, LLC | 30 | $921 | 0.00% | +30 | New |
| C M Bidwell & Associates Ltd | 32 | $983 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 33 | $1.01K | 0.00% | +26+371.4% | Added |
| DT Investment Partners, LLC | 34 | $1.04K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 37 | $1.15K | 0.00% | −6−14.0% | Reduced |
| Retirement Wealth Solutions LLC | 39 | $1.20K | 0.00% | +25+178.6% | Added |
| Clearstead Advisors, LLC | 41 | $1.26K | 0.00% | −10,112−99.6% | Reduced |
| Gilpin Wealth Management, LLC | 41 | $1.26K | 0.00% | +41 | New |
| Ares Financial Consulting, LLC | 42 | $1.31K | 0.00% | +42 | New |
| LRI Investments, LLC | 45 | $1.38K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 48 | $1.47K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 48 | $1.47K | 0.00% | +48 | New |
| Robinswood Financial LLC | 48 | $1.49K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 50 | $1.54K | 0.00% | +50 | New |
| Bruce G. Allen Investments, LLC | 51 | $1.57K | 0.00% | −4−7.3% | Reduced |
| Abound Wealth Management | 52 | $1.60K | 0.00% | +27+108.0% | Added |
| Evolution Wealth Management Inc. | 57 | $1.75K | 0.00% | +57 | New |
| UMA Financial Services, Inc. | 58 | $1.78K | 0.00% | +58 | New |
| RMG Wealth Management LLC | 53 | $1.90K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 62 | $1.90K | 0.00% | −37−37.4% | Reduced |
| SHP Wealth Management | 63 | $1.94K | 0.00% | +49+350.0% | Added |
| Key Capital Management, INC | 63 | $1.94K | 0.00% | +63 | New |
| ZRC Wealth Management, LLC | 67 | $2.06K | 0.00% | +30+81.1% | Added |
| Brown, Lisle/Cummings, Inc. | 70 | $2.15K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 76 | $2.33K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 63 | $2.34K | 0.00% | +15+31.3% | Added |
| Gill Capital Partners, LLC | 77 | $2.37K | 0.00% | +77 | New |
| Whipplewood Advisors, LLC | 82 | $2.52K | 0.00% | +82 | New |
| Private Wealth Management Group, LLC | 83 | $2.55K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 84 | $2.58K | 0.00% | +45+115.4% | Added |
| Ankerstar Wealth, LLC | 85 | $2.61K | 0.00% | +40+88.9% | Added |
| Hartford Financial Management Inc. | 86 | $2.64K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 88 | $2.70K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 89 | $2.73K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 93 | $2.86K | 0.00% | +54+138.5% | Added |
| Vanguard National Trust Co | 96 | $2.95K | 0.00% | +96 | New |
| Kilter Group LLC | 96 | $2.95K | 0.00% | +13+15.7% | Added |
| JFS Wealth Advisors, LLC | 100 | $3.07K | 0.00% | −7−6.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 101 | $3.10K | 0.00% | +94+1,342.9% | Added |
| WealthCollab, LLC | 104 | $3.19K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 110 | $3.38K | 0.00% | +11+11.1% | Added |
| Signature Resources Capital Management, LLC | 116 | $3.56K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 118 | $3.62K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 119 | $4.00K | 0.00% | −222−65.1% | Reduced |
| DiNuzzo Private Wealth, Inc. | 135 | $4.15K | 0.00% | +2+1.5% | Added |
| Investment Research & Advisory Group, Inc. | 145 | $4.44K | 0.00% | +1+0.7% | Added |
| Sachetta, LLC | 147 | $4.51K | 0.00% | +101+219.6% | Added |
| Beacon Financial Strategies CORP | 148 | $4.55K | 0.00% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 160 | $4.91K | 0.00% | +160 | New |
| Greykasell Wealth Strategies, Inc. | 162 | $4.97K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 162 | $4.97K | 0.00% | +90+125.0% | Added |
| Pinnacle Bancorp, Inc. | 174 | $5.34K | 0.00% | +42+31.8% | Added |
| Zions Bancorporation, National Association | 192 | $5.90K | 0.00% | −637−76.8% | Reduced |
| Boreal Capital Management LLC | 194 | $5.96K | 0.01% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 179 | $6.00K | 0.00% | +1+0.6% | Added |
| Asset Dedication, LLC | 199 | $6.11K | 0.00% | 00.0% | Unchanged |