| CKW Financial Group | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $12 | 0.00% | 0 | Unchanged |
| Legend Financial Advisors, Inc. | 2 | $156 | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 2 | $156 | 0.00% | +2 | New |
| ClariVest Asset Management LLC | 3 | $175 | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 3 | $235 | 0.00% | +3 | New |
| FSC Wealth Advisors, LLC | 200 | $252 | 0.00% | +200 | New |
| Spectrum Wealth Counsel, LLC | 4 | $313 | 0.00% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 5 | $390 | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 7 | $546 | 0.00% | −2,800−99.8% | Reduced |
| Salomon & Ludwin, LLC | 7 | $546 | 0.00% | 00.0% | Unchanged |
| Lam Group, Inc. | 7 | $546 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 8 | $624 | 0.00% | −1,057−99.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 8 | $624 | 0.00% | −16−66.7% | Reduced |
| WestEnd Advisors, LLC | 8 | $624 | 0.00% | +2+33.3% | Added |
| Proffitt & Goodson Inc | 8 | $625 | 0.00% | +8 | New |
| Quest Partners LLC | 10 | $780 | 0.00% | −10,947−99.9% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 10 | $780 | 0.00% | −16−61.5% | Reduced |
| Carolina Wealth Advisors, LLC | 10 | $780 | 0.00% | +10 | New |
| Ritter Daniher Financial Advisory LLC | 10 | $781 | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 12 | $936 | 0.00% | +12 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 13 | $1.01K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 15 | $1.17K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 16 | $1.25K | 0.00% | +16 | New |
| Riggs Asset Managment Co. Inc. | 16 | $1.25K | 0.00% | +5+45.5% | Added |
| St. Johns Investment Management Company, LLC | 17 | $1.33K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 22 | $1.72K | 0.00% | +22 | New |
| Claris Advisors, LLC | 24 | $1.87K | 0.00% | +24 | New |
| Luken Investment Analytics, LLC | 25 | $1.95K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 25 | $1.95K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 27 | $2.11K | 0.19% | −5−15.6% | Reduced |
| Hoey Investments, Inc | 40 | $2.32K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 30 | $2.34K | 0.00% | +30 | New |
| Northwest Financial Advisors | 30 | $2.34K | 0.00% | +30 | New |
| Core Alternative Capital | 31 | $2.42K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 31 | $2.42K | 0.00% | +10+47.6% | Added |
| Peterson Financial Group, Inc. | 31 | $2.42K | 0.01% | +31 | New |
| Trust Co | 32 | $2.50K | 0.00% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 35 | $2.73K | 0.00% | −300−89.6% | Reduced |
| EnRich Financial Partners LLC | 35 | $2.73K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 35 | $2.73K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 36 | $2.81K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 43 | $2.88K | 0.00% | +9+26.5% | Added |
| DB Fitzpatrick & Co, Inc | 39 | $3.04K | 0.00% | +39 | New |
| DAGCO, Inc. | 40 | $3.12K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 40 | $3.12K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 41 | $3.20K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 41 | $3.20K | 0.00% | +41 | New |
| Trifecta Capital Advisors, LLC | 43 | $3.36K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 45 | $3.51K | 0.00% | −12−21.1% | Reduced |
| Bullock Wealth Management Group | 47 | $3.64K | 0.00% | −7−13.0% | Reduced |
| Semmax Financial Advisors Inc. | 43 | $3.72K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 48 | $3.75K | 0.00% | +48 | New |
| Insight Financial Services | 50 | $3.90K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 50 | $3.90K | 0.00% | +50 | New |
| Coston, McIsaac & Partners | 64 | $4.00K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 54 | $4.21K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 55 | $4.29K | 0.00% | +17+44.7% | Added |
| Financial Gravity Companies, Inc. | 55 | $4.29K | 0.00% | +55 | New |
| POM Investment Strategies, LLC | 56 | $4.37K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 59 | $4.60K | 0.00% | +57+2,850.0% | Added |
| Piscataqua Savings Bank | 65 | $5.07K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 65 | $5.07K | 0.00% | +65 | New |
| Oliver Lagore Vanvalin Investment Group | 66 | $5.15K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 73 | $5.70K | 0.00% | +5+7.4% | Added |
| Cape Investment Advisory, Inc. | 75 | $5.85K | 0.00% | −50−40.0% | Reduced |
| CoreFirst Bank & Trust | 75 | $5.85K | 0.00% | +75 | New |
| Frazier Financial Advisors, LLC | 76 | $5.93K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 79 | $6.16K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 84 | $6.55K | 0.01% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 87 | $6.79K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 89 | $6.95K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 95 | $7.00K | 0.00% | −17,583−99.5% | Reduced |
| HBC Financial Services, PLLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 97 | $7.57K | 0.00% | −13−11.8% | Reduced |
| New England Capital Financial Advisors LLC | 100 | $7.80K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 100 | $7.80K | 0.01% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 100 | $7.80K | 0.01% | +100 | New |
| Grayhawk Investment Strategies Inc. | 101 | $7.88K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 105 | $8.19K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 106 | $8.27K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 110 | $8.58K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 110 | $8.58K | 0.01% | +110 | New |
| Aspect Partners, LLC | 112 | $8.74K | 0.00% | +50+80.6% | Added |
| Financial Avengers, Inc. | 115 | $8.97K | 0.00% | +115 | New |
| Financial Network Wealth Advisors LLC | 117 | $9.13K | 0.01% | +2+1.7% | Added |
| Investment Research & Advisory Group, Inc. | 120 | $9.36K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 122 | $9.52K | 0.00% | −25−17.0% | Reduced |
| Old Point Trust & Financial Services N A | 123 | $9.60K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 123 | $9.60K | 0.00% | +40+48.2% | Added |
| Northwest Capital Management Inc | 124 | $9.68K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 125 | $9.75K | 0.00% | −2,042−94.2% | Reduced |
| Old Second National Bank of Aurora | 128 | $9.99K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 129 | $10.1K | 0.00% | +94+268.6% | Added |
| Caldwell Trust Co | 134 | $10.5K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 146 | $11.0K | 0.00% | −90−38.1% | Reduced |
| Nordwand Advisors, LLC | 142 | $11.1K | 0.00% | 00.0% | Unchanged |
| NCP Inc. | 150 | $11.7K | 0.01% | 00.0% | Unchanged |