| Bard Associates Inc | 1 | $161 | 0.00% | −171−99.4% | Reduced |
| Investors Portfolio Services LLC | 1 | $213 | 0.00% | +1 | New |
| Arcadia Investment Management Corp | 1 | $217 | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 1 | $217 | 0.00% | +1 | New |
| 3 Factor Indexing, LLC | 1 | $217 | 0.00% | +1 | New |
| Trust Co | 2 | $433 | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 2 | $433 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 2 | $433 | 0.00% | +2 | New |
| Napier Financial, LLC | 2 | $433 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 3 | $650 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 4 | $867 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 4 | $867 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 4 | $867 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 4 | $867 | 0.00% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 4 | $867 | 0.00% | +4 | New |
| TopTier Wealth Management, LLC | 4 | $867 | 0.00% | +4 | New |
| Gen-Wealth Partners Inc | 5 | $1.08K | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 5 | $1.08K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 5 | $1.08K | 0.00% | +5 | New |
| PayPay Securities Corp | 5 | $1.11K | 0.04% | +5 | New |
| Glass Jacobson Investment Advisors llc | 6 | $1.30K | 0.00% | +6 | New |
| Curio Wealth, LLC | 6 | $1.30K | 0.00% | +6 | New |
| Silver Grove Financial Group, Inc. | 6 | $1.30K | 0.00% | +6 | New |
| Operose Advisors LLC | 7 | $1.52K | 0.00% | +7 | New |
| Portus Wealth Advisors, LLC | 7 | $1.52K | 0.00% | +7 | New |
| Retirement Wealth Solutions LLC | 7 | $1.52K | 0.00% | +7 | New |
| Legacy Wealth Managment, LLC | 7 | $1.52K | 0.00% | +7 | New |
| Quest 10 Wealth Builders, Inc. | 8 | $1.73K | 0.00% | −2−20.0% | Reduced |
| Lloyd Advisory Services, LLC. | 8 | $1.73K | 0.00% | +8 | New |
| Kingdom Financial Group LLC. | 8 | $1.73K | 0.00% | +8 | New |
| Quaker Wealth Management, LLC | 8 | $1.73K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 15 | $1.92K | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 10 | $2.17K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $2.17K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 10 | $2.17K | 0.00% | 00.0% | Unchanged |
| Conquis Financial LLC | 10 | $2.27K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 11 | $2.38K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 11 | $2.38K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 11 | $2.38K | 0.00% | +6+120.0% | Added |
| Financial Consulate, Inc | 12 | $2.60K | 0.00% | +2+20.0% | Added |
| Strategic Wealth Advisors LLC | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| Credit Industriel Et Commercial | 14 | $3.03K | 0.00% | −20−58.8% | Reduced |
| Millstone Evans Group, LLC | 14 | $3.03K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 14 | $3.03K | 0.00% | +14 | New |
| Anchor Investment Management, LLC | 15 | $3.25K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 15 | $3.25K | 0.00% | +1+7.1% | Added |
| American Capital Advisory, LLC | 15 | $3.25K | 0.00% | +1+7.1% | Added |
| DT Investment Partners, LLC | 17 | $3.68K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 17 | $3.69K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 18 | $3.90K | 0.00% | +5+38.5% | Added |
| Carolina Wealth Advisors, LLC | 18 | $3.90K | 0.00% | +18 | New |
| Altshuler Shaham Ltd | 20 | $4.33K | 0.00% | +20 | New |
| Tiaa Trust, National Association | 21 | $4.55K | 0.00% | −7,919−99.7% | Reduced |
| Truvestments Capital LLC | 21 | $4.55K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 21 | $4.55K | 0.00% | +21 | New |
| Intentional Wealth Strategies, LLC | 21 | $4.55K | 0.00% | +21 | New |
| Beaird Harris Wealth Management, LLC | 21 | $4.55K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 21 | $4.55K | 0.00% | +4+23.5% | Added |
| Moisand Fitzgerald Tamayo, LLC | 22 | $4.77K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 22 | $4.77K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 23 | $4.98K | 0.00% | +23 | New |
| Caldwell Sutter Capital, Inc. | 24 | $5.20K | 0.00% | 00.0% | Unchanged |
| Vanguard Advisers Inc | 25 | $5.34K | 0.00% | +25 | New |
| Accent Capital Management, LLC | 26 | $5.63K | 0.00% | −41−61.2% | Reduced |
| Smallwood Wealth Investment Management, LLC | 26 | $5.63K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 26 | $5.63K | 0.00% | +16+160.0% | Added |
| Rialto Wealth Management, LLC | 27 | $5.85K | 0.00% | +6+28.6% | Added |
| Financial Network Wealth Advisors LLC | 27 | $5.90K | 0.01% | −8−22.9% | Reduced |
| Financial Perspectives, Inc | 28 | $5.98K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 32 | $6.00K | 0.00% | +4+14.3% | Added |
| IMA Wealth, Inc. | 29 | $6.28K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 30 | $6.50K | 0.01% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 30 | $6.50K | 0.00% | +4+15.4% | Added |
| First Pacific Financial | 31 | $6.72K | 0.00% | +31 | New |
| Washington Trust Advisors, Inc. | 32 | $6.87K | 0.00% | +1+3.2% | Added |
| Brown, Lisle/Cummings, Inc. | 32 | $6.93K | 0.00% | +12+60.0% | Added |
| Burk Holdings LLC | 32 | $6.93K | 0.00% | +32 | New |
| Dunhill Financial, LLC | 32 | $6.96K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 33 | $7.15K | 0.00% | +3+10.0% | Added |
| Principia Wealth Advisory, LLC | 34 | $7.37K | 0.00% | +7+25.9% | Added |
| Rakuten Securities, Inc. | 34 | $7.37K | 0.00% | +22+183.3% | Added |
| Signature Resources Capital Management, LLC | 35 | $7.58K | 0.00% | +35 | New |
| North Star Investment Management Corp. | 36 | $7.80K | 0.00% | +2+5.9% | Added |
| AdvisorNet Financial, Inc | 36 | $7.80K | 0.00% | +3+9.1% | Added |
| Coston, McIsaac & Partners | 40 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 37 | $8.02K | 0.00% | +37 | New |
| TD Capital Management LLC | 39 | $8.53K | 0.00% | +23+143.8% | Added |
| NBT Bank N A | 40 | $8.66K | 0.00% | +40 | New |
| Princeton Global Asset Management LLC | 41 | $8.88K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 42 | $9.10K | 0.00% | +25+147.1% | Added |
| Kilter Group LLC | 44 | $9.53K | 0.00% | +6+15.8% | Added |
| Bayban | 45 | $9.75K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 45 | $9.75K | 0.00% | +1+2.3% | Added |
| DiNuzzo Private Wealth, Inc. | 45 | $9.75K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 45 | $9.79K | 0.00% | +5+12.5% | Added |
| HighMark Wealth Management LLC | 47 | $10.2K | 0.00% | +24+104.3% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 48 | $10.4K | 0.01% | −12−20.0% | Reduced |
| Frazier Financial Advisors, LLC | 48 | $10.4K | 0.01% | +48 | New |
| SBI Securities Co., Ltd. | 50 | $10.8K | 0.00% | +14+38.9% | Added |
| Union Savings Bank | 51 | $11.0K | 0.00% | 00.0% | Unchanged |