| Curio Wealth, LLC | 1 | $64 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $65 | 0.00% | −125−99.2% | Reduced |
| MV Capital Management, Inc. | 1 | $65 | 0.00% | +1 | New |
| Birchbrook, Inc. | 2 | $129 | 0.00% | −13−86.7% | Reduced |
| Seneschal Advisors, LLC | 3 | $193 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 3 | $193 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 3 | $193 | 0.00% | +3 | New |
| High Note Wealth, LLC | 3 | $193 | 0.00% | +3 | New |
| HFM Investment Advisors, LLC | 6 | $385 | 0.00% | +2+50.0% | Added |
| TopTier Wealth Management, LLC | 6 | $385 | 0.00% | +6 | New |
| Quaker Wealth Management, LLC | 7 | $450 | 0.00% | +5+250.0% | Added |
| Dunhill Financial, LLC | 7 | $480 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $642 | 0.00% | −207,350−100.0% | Reduced |
| 1015 Capital Partners, LLC | 10 | $642 | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 10 | $642 | 0.00% | +10 | New |
| South State Corp. | 10 | $643 | 0.00% | −10−50.0% | Reduced |
| Legacy Bridge, LLC | 10 | $643 | 0.00% | +10 | New |
| Manning & Napier Advisors LLC | 12 | $689 | 0.00% | +12 | New |
| Atlantic Trust, LLC | 11 | $707 | 0.00% | −4−26.7% | Reduced |
| ZRC Wealth Management, LLC | 12 | $771 | 0.00% | 00.0% | Unchanged |
| Roxbury Financial LLC | 12 | $771 | 0.00% | +12 | New |
| Atlas Capital Advisors LLC | 13 | $834 | 0.00% | 00.0% | Unchanged |
| Trust Co | 14 | $899 | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 15 | $964 | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 17 | $1.09K | 0.00% | +17 | New |
| Investors Portfolio Services LLC | 9 | $1.14K | 0.00% | +9 | New |
| City Holding Co | 18 | $1.16K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 19 | $1.22K | 0.00% | +10+111.1% | Added |
| First Command Advisory Services, Inc. | 20 | $1.28K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 20 | $1.28K | 0.00% | +6+42.9% | Added |
| NBT Bank N A | 20 | $1.28K | 0.00% | +20 | New |
| Sound Income Strategies, LLC | 20 | $1.31K | 0.00% | −577−96.6% | Reduced |
| Prudent Man Investment Management, Inc. | 19 | $1.33K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 21 | $1.35K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 21 | $1.35K | 0.00% | +5+31.3% | Added |
| Central Trust Co | 22 | $1.41K | 0.00% | +22 | New |
| RMG Wealth Management LLC | 13 | $1.53K | 0.00% | +13 | New |
| Hughes Financial Services, LLC | 26 | $1.67K | 0.00% | +1+4.0% | Added |
| SWAN Capital LLC | 30 | $1.93K | 0.00% | −52−63.4% | Reduced |
| MPWM Advisory Solutions, LLC | 30 | $1.93K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 32 | $2.06K | 0.00% | +32 | New |
| SOA Wealth Advisors, LLC. | 33 | $2.12K | 0.00% | +33 | New |
| Whipplewood Advisors, LLC | 35 | $2.25K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 36 | $2.31K | 0.00% | +18+100.0% | Added |
| North Star Investment Management Corp. | 39 | $2.50K | 0.00% | −14−26.4% | Reduced |
| Founders Capital Management | 40 | $2.57K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 40 | $2.57K | 0.00% | +40 | New |
| Bradley & Co. Private Wealth Management, LLC | 45 | $2.89K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 48 | $3.08K | 0.00% | −9−15.8% | Reduced |
| Vermillion Wealth Management, Inc. | 49 | $3.15K | 0.00% | +49 | New |
| Anchor Investment Management, LLC | 50 | $3.21K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 50 | $3.21K | 0.00% | +50 | New |
| Peterson Wealth Management | 50 | $3.21K | 0.00% | +50 | New |
| True Wealth Design, LLC | 51 | $3.28K | 0.00% | +9+21.4% | Added |
| Keystone Financial Group, Inc. | 54 | $3.47K | 0.00% | +54 | New |
| POM Investment Strategies, LLC | 55 | $3.53K | 0.00% | +40+266.7% | Added |
| Advocate Investing Services LLC | 55 | $3.53K | 0.00% | +55 | New |
| Intentional Wealth Strategies, LLC | 56 | $3.60K | 0.00% | +56 | New |
| Hurley Capital, LLC | 57 | $3.66K | 0.00% | +57 | New |
| Gordian Capital Singapore Pte Ltd | 60 | $3.85K | 0.01% | −350−85.4% | Reduced |
| Cornerstone Financial Management LLC | 60 | $3.85K | 0.00% | +14+30.4% | Added |
| Tower Trust & Investment Co | 64 | $4.11K | 0.00% | +64 | New |
| Kennebec Savings Bank | 70 | $4.50K | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 74 | $4.75K | 0.01% | −371−83.4% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 75 | $4.82K | 0.00% | +75 | New |
| Friedenthal Financial | 76 | $4.88K | 0.00% | +76 | New |
| Cornerstone Planning Group LLC | 64 | $5.04K | 0.00% | +15+30.6% | Added |
| Cromwell Holdings LLC | 79 | $5.07K | 0.00% | +28+54.9% | Added |
| Caldwell Sutter Capital, Inc. | 83 | $5.33K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 86 | $5.52K | 0.00% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 86 | $5.52K | 0.00% | +86 | New |
| JPL Wealth Management, LLC | 87 | $5.59K | 0.00% | +87 | New |
| Retirement Wealth Solutions LLC | 90 | $5.78K | 0.00% | −4−4.3% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 91 | $5.84K | 0.00% | +91 | New |
| EFG International AG | 91 | $5.84K | 0.00% | +91 | New |
| Cullen/Frost Bankers, Inc. | 92 | $5.91K | 0.00% | −158−63.2% | Reduced |
| Capital Analysts, LLC | 100 | $6.00K | 0.00% | +100 | New |
| Bell Investment Advisors, Inc | 95 | $6.10K | 0.00% | −10−9.5% | Reduced |
| Hager Investment Management Services, LLC | 96 | $6.17K | 0.00% | +96 | New |
| Crewe Advisors LLC | 99 | $6.36K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 99 | $6.36K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 100 | $6.42K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 100 | $6.42K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 100 | $6.42K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 100 | $6.42K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 100 | $6.42K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 100 | $6.42K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 100 | $6.42K | 0.00% | +100 | New |
| SJS Investment Consulting Inc. | 102 | $6.55K | 0.00% | −793−88.6% | Reduced |
| Caitong International Asset Management Co., Ltd | 105 | $6.74K | 0.00% | −307,768−100.0% | Reduced |
| Investors Research Corp | 107 | $6.87K | 0.00% | +107 | New |
| Kemnay Advisory Services Inc. | 110 | $7.06K | 0.00% | +110 | New |
| Front Row Advisors LLC | 112 | $7.19K | 0.00% | +112 | New |
| Essential Partners LLC | 113 | $7.26K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 117 | $7.51K | 0.00% | +1+0.9% | Added |
| Sfam, LLC | 118 | $7.58K | 0.01% | +118 | New |
| Covestor Ltd | 127 | $8.00K | 0.01% | −181−58.8% | Reduced |
| American Capital Advisory, LLC | 125 | $8.03K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 127 | $8.15K | 0.00% | +105+477.3% | Added |
| Rossby Financial, LCC | 127 | $8.32K | 0.00% | +127 | New |