| CKW Financial Group | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 2 | $171 | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 2 | $171 | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 4 | $342 | 0.00% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 5 | $427 | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 7 | $597 | 0.00% | 00.0% | Unchanged |
| Lam Group, Inc. | 7 | $597 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 8 | $682 | 0.00% | 00.0% | Unchanged |
| Capital & Planning, LLC | 8 | $683 | 0.00% | +8 | New |
| Investment Counsel Co of Nevada | 9 | $769 | 0.00% | +9 | New |
| Ritter Daniher Financial Advisory LLC | 10 | $854 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 10 | $854 | 0.00% | +2+25.0% | Added |
| Financially Speaking Inc | 10 | $854 | 0.00% | +10 | New |
| NBC Securities, Inc. | 11 | $953 | 0.09% | −11,061−99.9% | Reduced |
| Wood Tarver Financial Group, LLC | 23 | $1.00K | 0.00% | +23 | New |
| Aspect Partners, LLC | 12 | $1.02K | 0.00% | −100−89.3% | Reduced |
| JDM Financial Group LLC | 12 | $1.02K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 13 | $1.11K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 16 | $1.37K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 16 | $1.37K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 17 | $1.45K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 17 | $1.45K | 0.00% | +17 | New |
| CGC Financial Services, LLC | 20 | $1.71K | 0.00% | −5−20.0% | Reduced |
| Estabrook Capital Management | 21 | $1.79K | 0.00% | −600−96.6% | Reduced |
| Winnow Wealth LLC | 24 | $2.01K | 0.00% | +24 | New |
| Luken Investment Analytics, LLC | 25 | $2.13K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 26 | $2.22K | 0.00% | −5−16.1% | Reduced |
| Principia Wealth Advisory, LLC | 28 | $2.39K | 0.00% | +28 | New |
| Cranbrook Wealth Management, LLC | 30 | $2.56K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 30 | $2.56K | 0.11% | +3+11.1% | Added |
| CBIZ Investment Advisory Services, LLC | 30 | $2.56K | 0.00% | +23+328.6% | Added |
| Core Alternative Capital | 31 | $2.65K | 0.00% | 00.0% | Unchanged |
| Trust Co | 32 | $2.73K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 34 | $2.90K | 0.00% | −422−92.5% | Reduced |
| EnRich Financial Partners LLC | 35 | $2.99K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 36 | $3.14K | 0.00% | +28+350.0% | Added |
| Semmax Financial Advisors Inc. | 43 | $3.29K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 40 | $3.41K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 41 | $3.50K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 43 | $3.67K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 45 | $3.84K | 0.01% | −72−61.5% | Reduced |
| Richards, Merrill & Peterson, Inc. | 45 | $3.84K | 0.00% | +45 | New |
| Insight Financial Services | 50 | $4.27K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 50 | $4.27K | 0.00% | −960−95.0% | Reduced |
| Cedar Mountain Advisors, LLC | 50 | $4.27K | 0.00% | −185−78.7% | Reduced |
| Atlas Capital Advisors LLC | 54 | $4.61K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 55 | $4.69K | 0.00% | +45+450.0% | Added |
| DiNuzzo Private Wealth, Inc. | 55 | $4.70K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 56 | $4.78K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 58 | $4.95K | 0.00% | +58 | New |
| Coston, McIsaac & Partners | 64 | $5.00K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 62 | $5.29K | 0.00% | +3+5.1% | Added |
| Lowe Wealth Advisors, LLC | 63 | $5.38K | 0.00% | +63 | New |
| Capital A Wealth Management, LLC | 63 | $5.38K | 0.01% | +63 | New |
| RE Dickinson Investment Advisors, LLC | 65 | $5.50K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 65 | $5.55K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 66 | $5.63K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 69 | $5.89K | 0.00% | +69 | New |
| Anfield Capital Management, LLC | 70 | $5.97K | 0.00% | +70 | New |
| Nordwand Advisors, LLC | 71 | $6.06K | 0.00% | −71−50.0% | Reduced |
| NVWM, LLC | 73 | $6.23K | 0.00% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 74 | $6.31K | 0.00% | +74 | New |
| Demars Financial Group, LLC | 542,490 | $6.36K | 0.20% | +535,726+7,920.3% | Added |
| CoreFirst Bank & Trust | 75 | $6.40K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 80 | $6.83K | 0.00% | −25−23.8% | Reduced |
| Icon Advisers Inc | 80 | $6.83K | 0.00% | +80 | New |
| Stonebridge Financial Group, LLC | 81 | $6.91K | 0.00% | +81 | New |
| Rialto Wealth Management, LLC | 82 | $7.00K | 0.00% | +82 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 81 | $7.00K | 0.01% | +74+1,057.1% | Added |
| SJS Investment Consulting Inc. | 83 | $7.08K | 0.00% | −138−62.4% | Reduced |
| Davis Capital Management | 84 | $7.17K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 84 | $7.17K | 0.01% | +84 | New |
| Synergy Investment Management, LLC | 85 | $7.25K | 0.00% | +85 | New |
| Fairfield Financial Advisors, LTD | 87 | $7.42K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 87 | $7.42K | 0.00% | +51+141.7% | Added |
| Putney Financial Group LLC | 87 | $7.42K | 0.01% | +87 | New |
| Tidemark, LLC | 89 | $7.60K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 91 | $7.77K | 0.00% | +16+21.3% | Added |
| Endeavor Private Wealth, Inc. | 93 | $7.94K | 0.01% | +93 | New |
| HBC Financial Services, PLLC | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 97 | $8.28K | 0.00% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 99 | $8.45K | 0.00% | +99 | New |
| Richardson Financial Services Inc. | 99 | $8.46K | 0.01% | +99 | New |
| Grayhawk Investment Strategies Inc. | 101 | $8.62K | 0.02% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 102 | $8.71K | 0.01% | +26+34.2% | Added |
| Tucker Asset Management LLC | 103 | $8.79K | 0.00% | +58+128.9% | Added |
| Accredited Wealth Management, LLC | 104 | $8.88K | 0.01% | +104 | New |
| Koesten, Hirschmann & Crabtree, INC. | 110 | $9.39K | 0.01% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 110 | $9.39K | 0.00% | 00.0% | Unchanged |
| Sugar Maple Asset Management, LLC | 110 | $9.39K | 0.01% | +110 | New |
| Holos Integrated Wealth LLC | 110 | $9.39K | 0.01% | +110 | New |
| Financial Avengers, Inc. | 115 | $9.81K | 0.00% | 00.0% | Unchanged |
| Greenline Partners, LLC | 117 | $9.99K | 0.00% | −13,148−99.1% | Reduced |
| Investment Research & Advisory Group, Inc. | 120 | $10.2K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 120 | $10.2K | 0.00% | +20+20.0% | Added |
| Stephens Consulting, LLC | 122 | $10.4K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 123 | $10.5K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 124 | $10.6K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 127 | $10.8K | 0.00% | −509−80.0% | Reduced |