| CKW Financial Group | 5 | $0 | 0.00% | +5 | New |
| Dogwood Wealth Management LLC | 0 | $9 | 0.00% | 0 | Unchanged |
| Raelipskie Partnership | 2 | $133 | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 2 | $134 | 0.00% | +2 | New |
| Laffer Tengler Investments | 3 | $201 | 0.00% | −61−95.3% | Reduced |
| Spectrum Wealth Counsel, LLC | 4 | $268 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 4 | $268 | 0.00% | +4 | New |
| Clear Point Advisors Inc. | 4 | $268 | 0.00% | +4 | New |
| ClariVest Asset Management LLC | 7 | $466 | 0.00% | +4+133.3% | Added |
| Salomon & Ludwin, LLC | 7 | $469 | 0.00% | −300−97.7% | Reduced |
| Beaird Harris Wealth Management, LLC | 8 | $536 | 0.00% | −76−90.5% | Reduced |
| Kelly Financial Services LLC | 9 | $573 | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 9 | $603 | 0.00% | +9 | New |
| Clarity Asset Management, Inc. | 10 | $653 | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 10 | $670 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $670 | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 10 | $670 | 0.00% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 10 | $670 | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 10 | $670 | 0.00% | +10 | New |
| ORG Partners LLC | 13 | $845 | 0.00% | −5,598−99.8% | Reduced |
| Tucker Asset Management LLC | 13 | $871 | 0.00% | −54−80.6% | Reduced |
| DHJJ Financial Advisors, Ltd. | 13 | $871 | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 15 | $1.00K | 0.00% | −116−88.5% | Reduced |
| Battery Global Advisors, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 16 | $1.13K | 0.00% | +16 | New |
| St. Johns Investment Management Company, LLC | 17 | $1.14K | 0.00% | +6+54.5% | Added |
| Valued Wealth Advisors LLC | 21 | $1.41K | 0.00% | −5−19.2% | Reduced |
| Global Assets Advisory, LLC | 93,578 | $1.44K | 0.07% | +93,578 | New |
| USA Financial Portformulas Corp | 23 | $1.54K | 0.00% | +8+53.3% | Added |
| Luken Investment Analytics, LLC | 25 | $1.68K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 25 | $1.68K | 0.00% | +10+66.7% | Added |
| Vermillion & White Wealth Management Group, LLC | 26 | $1.74K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 26 | $1.74K | 0.00% | +26 | New |
| Horizons Wealth Management | 29 | $1.78K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 30 | $2.01K | 0.10% | −3−9.1% | Reduced |
| Core Alternative Capital | 31 | $2.08K | 0.00% | −499−94.2% | Reduced |
| Caitlin John, LLC | 31 | $2.08K | 0.00% | 00.0% | Unchanged |
| Trust Co | 32 | $2.14K | 0.00% | −8,517−99.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 32 | $2.14K | 0.00% | +2+6.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 33 | $2.21K | 0.00% | +8+32.0% | Added |
| Atticus Wealth Management, LLC | 35 | $2.35K | 0.00% | −373−91.4% | Reduced |
| EnRich Financial Partners LLC | 35 | $2.35K | 0.00% | +35 | New |
| Wetzel Investment Advisors, Inc. | 42 | $2.61K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 40 | $2.68K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 40 | $2.68K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 40 | $2.68K | 0.00% | +40 | New |
| Provenance Wealth Advisors, LLC | 41 | $2.75K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 43 | $2.75K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 43 | $2.88K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 47 | $3.15K | 0.00% | −657−93.3% | Reduced |
| Insight Financial Services | 50 | $3.35K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 50 | $3.35K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 50 | $3.35K | 0.00% | +50 | New |
| Performa Ltd (US), LLC | 51 | $3.42K | 0.00% | −64−55.7% | Reduced |
| POM Investment Strategies, LLC | 56 | $3.75K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 56 | $3.75K | 0.00% | +56 | New |
| Frank, Rimerman Advisors LLC | 57 | $3.82K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 64 | $4.00K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 65 | $4.35K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 68 | $4.56K | 0.00% | −39−36.4% | Reduced |
| Robinswood Financial LLC | 76 | $4.94K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 75 | $5.02K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 79 | $5.29K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 83 | $5.40K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 84 | $5.46K | 0.00% | +84 | New |
| Emfo, LLC | 82 | $5.49K | 0.01% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 83 | $5.56K | 0.00% | −51−38.1% | Reduced |
| HBC Financial Services, PLLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 97 | $6.50K | 0.00% | −1,208−92.6% | Reduced |
| Transcendent Capital Group LLC | 97 | $6.50K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 98 | $6.57K | 0.01% | +22+28.9% | Added |
| Naples Money Management LLC | 100 | $6.70K | 0.01% | −965−90.6% | Reduced |
| BFSG, LLC | 100 | $6.70K | 0.00% | −70−41.2% | Reduced |
| New England Capital Financial Advisors LLC | 100 | $6.70K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 101 | $6.77K | 0.01% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 103 | $6.90K | 0.00% | −25−19.5% | Reduced |
| HighMark Wealth Management LLC | 105 | $7.03K | 0.00% | +25+31.3% | Added |
| Sofos Investments, Inc. | 110 | $7.08K | 0.00% | +55+100.0% | Added |
| Tidemark, LLC | 107 | $7.17K | 0.00% | −117−52.2% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 108 | $7.24K | 0.00% | −27−20.0% | Reduced |
| Burkett Financial Services, LLC | 110 | $7.37K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 115 | $7.70K | 0.01% | +109+1,816.7% | Added |
| Atlantic Edge Private Wealth Management, LLC | 117 | $7.84K | 0.00% | +117 | New |
| Nemes Rush Group LLC | 121 | $8.11K | 0.00% | −608−83.4% | Reduced |
| Old Point Trust & Financial Services N A | 123 | $8.24K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 124 | $8.31K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 125 | $8.37K | 0.00% | −75−37.5% | Reduced |
| Cape Investment Advisory, Inc. | 125 | $8.37K | 0.00% | −73−36.9% | Reduced |
| FRG Family Wealth Advisors LLC | 131 | $8.90K | 0.00% | +131 | New |
| Caldwell Trust Co | 134 | $8.98K | 0.00% | −66−33.0% | Reduced |
| McIlrath & Eck, LLC | 140 | $9.38K | 0.00% | +79+129.5% | Added |
| Nordwand Advisors, LLC | 142 | $9.51K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 144 | $9.65K | 0.01% | −1,167−89.0% | Reduced |
| Retirement Group, LLC | 144 | $9.65K | 0.00% | −80−35.7% | Reduced |
| NCP Inc. | 150 | $10.0K | 0.01% | +150 | New |
| Kessler Investment Group, LLC | 153 | $10.2K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 153 | $10.3K | 0.00% | −102−40.0% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 160 | $10.7K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 161 | $10.8K | 0.00% | −237−59.5% | Reduced |
| TFC Financial Management | 164 | $11.0K | 0.00% | +30+22.4% | Added |