| Dogwood Wealth Management LLC | 0 | $10 | 0.00% | 0 | Unchanged |
| Kozak & Associates, Inc. | 1 | $55 | 0.00% | −76−98.7% | Reduced |
| Abich Financial Wealth Management LLC | 1 | $130 | 0.00% | +1 | New |
| TD Capital Management LLC | 2 | $260 | 0.00% | −8−80.0% | Reduced |
| Quest Partners LLC | 4 | $521 | 0.00% | +4 | New |
| Estabrook Capital Management | 5 | $651 | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 5 | $666 | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 6 | $782 | 0.00% | −6−50.0% | Reduced |
| Clear Street Markets LLC | 8 | $1.00K | 0.00% | −1,992−99.6% | Reduced |
| NFJ Investment Group, LLC | 9 | $1.17K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 10 | $1.30K | 0.00% | +7+233.3% | Added |
| Tompkins Financial Corp | 12 | $1.56K | 0.00% | +12 | New |
| Fairman Group, LLC | 13 | $1.69K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 14 | $1.82K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 15 | $1.95K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 16 | $2.08K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 16 | $2.08K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 18 | $2.34K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 20 | $2.60K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 20 | $2.60K | 0.00% | +20 | New |
| Lummis Asset Management, LP | 21 | $2.73K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 22 | $2.87K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 22 | $2.91K | 0.00% | +22 | Added |
| Atlas Capital Advisors LLC | 24 | $3.13K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 24 | $3.13K | 0.00% | +1+4.3% | Added |
| Financial Perspectives, Inc | 25 | $3.30K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 27 | $3.54K | 0.00% | +2+8.0% | Added |
| Frank, Rimerman Advisors LLC | 28 | $3.65K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 29 | $3.78K | 0.00% | −285−90.8% | Reduced |
| Gilliland Jeter Wealth Management LLC | 30 | $3.91K | 0.00% | +30 | New |
| Activest Wealth Management | 32 | $4.16K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 35 | $4.56K | 0.00% | −24−40.7% | Reduced |
| Thompson Investment Management, Inc. | 37 | $4.82K | 0.00% | −171−82.2% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 38 | $4.95K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 38 | $5.00K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 40 | $5.00K | 0.00% | +40 | New |
| SJS Investment Consulting Inc. | 39 | $5.08K | 0.00% | +39 | New |
| Cassady Schiller Wealth Management, LLC | 41 | $5.34K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 44 | $5.69K | 0.00% | +1+2.3% | Added |
| Frazier Financial Advisors, LLC | 44 | $5.73K | 0.00% | +35+388.9% | Added |
| Mark Sheptoff Financial Planning, LLC | 45 | $5.86K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 45 | $5.86K | 0.00% | +45 | New |
| Atlantic Trust, LLC | 47 | $6.12K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 48 | $6.25K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 50 | $6.40K | 0.00% | +50 | New |
| M&R Capital Management Inc | 51 | $6.64K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 53 | $6.90K | 0.00% | −1,820−97.2% | Reduced |
| Centerpoint Advisors, LLC | 51 | $7.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 54 | $7.03K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 55 | $7.16K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 56 | $7.29K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 58 | $7.55K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 58 | $7.55K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 58 | $7.55K | 0.00% | 00.0% | Unchanged |
| Gs Investments, Inc. | 59 | $7.68K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 61 | $7.84K | 0.01% | +61 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 61 | $8.00K | 0.00% | +61 | New |
| Planning Capital Management Corp | 63 | $8.20K | 0.01% | −60−48.8% | Reduced |
| Redmont Wealth Advisors LLC | 63 | $8.20K | 0.01% | +63 | New |
| DecisionPoint Financial, LLC | 80 | $8.32K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 66 | $8.60K | 0.01% | 00.0% | Unchanged |
| Centennial Bank | 67 | $8.72K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 71 | $9.29K | 0.00% | −40−36.0% | Reduced |
| Ritter Daniher Financial Advisory LLC | 74 | $9.64K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 74 | $9.65K | 0.01% | +12+19.4% | Added |
| Citizens National Bank Trust Department | 75 | $9.77K | 0.00% | −400−84.2% | Reduced |
| PSI Advisors, LLC | 75 | $9.77K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 75 | $9.77K | 0.00% | +50+200.0% | Added |
| Versant Capital Management, Inc | 79 | $10.3K | 0.00% | −3−3.7% | Reduced |
| Pittenger & Anderson Inc | 81 | $10.5K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 82 | $10.7K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 82 | $10.7K | 0.01% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 90 | $11.7K | 0.00% | +90 | New |
| CoreFirst Bank & Trust | 92 | $12.0K | 0.01% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 93 | $12.1K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 96 | $12.5K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 97 | $12.6K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 98 | $12.8K | 0.00% | +44+81.5% | Added |
| ICA Group Wealth Management, LLC | 99 | $12.9K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 100 | $13.0K | 0.01% | −200−66.7% | Reduced |
| ClariVest Asset Management LLC | 100 | $13.0K | 0.00% | +15+17.6% | Added |
| Piscataqua Savings Bank | 100 | $13.0K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 101 | $13.2K | 0.01% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 104 | $13.5K | 0.00% | 00.0% | Unchanged |
| Pingora Partners LLC | 107 | $13.9K | 0.01% | +107 | New |
| Register Financial Advisors LLC | 115 | $15.0K | 0.01% | +115 | New |
| Dynamic Wealth Strategies, LLC | 119 | $15.0K | 0.01% | −37−23.7% | Reduced |
| Cyrus J. Lawrence, LLC | 120 | $15.0K | 0.00% | +120 | New |
| Silicon Valley Capital Partners | 117 | $15.3K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 124 | $16.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 124 | $16.1K | 0.00% | +17+15.9% | Added |
| DiNuzzo Private Wealth, Inc. | 130 | $16.9K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 136 | $17.7K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 138 | $18.0K | 0.00% | +15+12.2% | Added |
| LGT Group Foundation | 140 | $18.2K | 0.00% | +140 | New |
| RFP Financial Group LLC | 142 | $18.5K | 0.01% | +11+8.4% | Added |
| Avion Wealth | 144 | $19.0K | 0.01% | −1−0.7% | Reduced |
| Pineridge Advisors LLC | 147 | $19.1K | 0.01% | −14−8.7% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 156 | $20.4K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 158 | $20.6K | 0.00% | 00.0% | Unchanged |