| Avion Wealth | 19 | $0 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 0 | $1 | 0.00% | −1−100.0% | Reduced |
| Strategic Wealth Partners, Ltd. | 1 | $23 | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 2 | $83 | 0.00% | +2 | New |
| MV Capital Management, Inc. | 3 | $125 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 3 | $125 | 0.00% | +3 | New |
| Creative Financial Designs Inc | 5 | $207 | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 5 | $207 | 0.00% | +5 | New |
| Abound Wealth Management | 6 | $249 | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 7 | $290 | 0.00% | +7 | New |
| HFM Investment Advisors, LLC | 7 | $291 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 7 | $293 | 0.00% | −440−98.4% | Reduced |
| Dunhill Financial, LLC | 8 | $318 | 0.00% | +5+166.7% | Added |
| Rialto Wealth Management, LLC | 9 | $373 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 9 | $373 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 10 | $414 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 10 | $432 | 0.00% | +10 | New |
| Atlantic Trust, LLC | 11 | $456 | 0.00% | −3−21.4% | Reduced |
| SJS Investment Consulting Inc. | 12 | $498 | 0.00% | +4+50.0% | Added |
| Gilpin Wealth Management, LLC | 12 | $498 | 0.00% | +12 | New |
| Financial Consulate, Inc | 14 | $581 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 15 | $621 | 0.00% | −19−55.9% | Reduced |
| Bay Harbor Wealth Management, LLC | 15 | $621 | 0.00% | +7+87.5% | Added |
| Strengthening Families & Communities, LLC | 16 | $663 | 0.00% | −6−27.3% | Reduced |
| Harbour Investments, Inc. | 16 | $663 | 0.00% | +6+60.0% | Added |
| Stone House Investment Management, LLC | 17 | $704 | 0.00% | +2+13.3% | Added |
| DiNuzzo Private Wealth, Inc. | 19 | $788 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 20 | $829 | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 23 | $953 | 0.00% | +23 | New |
| Newbridge Financial Services Group, Inc. | 24 | $994 | 0.00% | +24 | New |
| Ares Financial Consulting, LLC | 24 | $994 | 0.00% | +24 | New |
| Bell Investment Advisors, Inc | 24 | $995 | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 27 | $1.12K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 29 | $1.20K | 0.00% | +29 | New |
| Ankerstar Wealth, LLC | 30 | $1.24K | 0.00% | +30 | New |
| Fortitude Family Office, LLC | 33 | $1.37K | 0.00% | −10−23.3% | Reduced |
| Larson Financial Group LLC | 35 | $1.45K | 0.00% | +11+45.8% | Added |
| Caitong International Asset Management Co., Ltd | 36 | $1.49K | 0.00% | −215−85.7% | Reduced |
| Cromwell Holdings LLC | 36 | $1.49K | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 37 | $1.55K | 0.00% | +37 | New |
| Private Trust Co NA | 40 | $1.66K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 43 | $1.78K | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 45 | $1.86K | 0.00% | +45 | New |
| JFS Wealth Advisors, LLC | 46 | $1.91K | 0.00% | +41+820.0% | Added |
| Millstone Evans Group, LLC | 47 | $1.95K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 47 | $1.95K | 0.00% | +33+235.7% | Added |
| Phillip James Consulting Co. | 40 | $2.00K | 0.04% | +40 | New |
| Ronald Blue Trust, Inc. | 55 | $2.28K | 0.00% | −65−54.2% | Reduced |
| Park Place Capital Corp | 58 | $2.40K | 0.00% | −399−87.3% | Reduced |
| Keating Financial Advisory Services, Inc. | 58 | $2.40K | 0.00% | +58 | New |
| Davis Capital Management | 59 | $2.44K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 60 | $2.49K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 71 | $2.94K | 0.00% | +45+173.1% | Added |
| Benson Wealth Management INC | 71 | $2.94K | 0.00% | +71 | New |
| Hoey Investments, Inc | 73 | $3.02K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 80 | $3.31K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 80 | $3.31K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 80 | $3.31K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 92 | $3.82K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 99 | $4.09K | 0.00% | +1+1.0% | Added |
| Bruce G. Allen Investments, LLC | 99 | $4.10K | 0.00% | −724−88.0% | Reduced |
| Innovative Advisory Group, LLC | 100 | $4.14K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 102 | $4.23K | 0.00% | +102 | New |
| Bravera Wealth | 103 | $4.27K | 0.00% | +103 | New |
| SBI Securities Co., Ltd. | 105 | $4.35K | 0.00% | −11−9.5% | Reduced |
| T. Rowe Price Investment Management, Inc. | 140 | $6.00K | 0.00% | −8,452,559−100.0% | Reduced |
| Princeton Global Asset Management LLC | 155 | $6.42K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 155 | $6.42K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 156 | $6.46K | 0.00% | −1,600−91.1% | Reduced |
| Essential Partners LLC | 162 | $6.71K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 172 | $7.13K | 0.00% | +34+24.6% | Added |
| Quadrant Capital Group LLC | 177 | $7.33K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 195 | $8.00K | 0.00% | +1+0.5% | Added |
| Capital Analysts, LLC | 185 | $8.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 200 | $8.29K | 0.00% | −328−62.1% | Reduced |
| Curat Global, LLC | 200 | $8.29K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 239 | $9.90K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 250 | $10.4K | 0.00% | −15−5.7% | Reduced |
| Vision Retirement, LLC | 252 | $10.4K | 0.00% | +252 | New |
| Piscataqua Savings Bank | 255 | $10.6K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 260 | $10.8K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 281 | $11.7K | 0.00% | +1+0.4% | Added |
| American Capital Advisory, LLC | 300 | $12.4K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 309 | $12.8K | 0.00% | +13+4.4% | Added |
| Global X Japan Co., Ltd. | 316 | $13.1K | 0.00% | −130−29.1% | Reduced |
| Root Financial Partners, LLC | 336 | $13.9K | 0.00% | +56+20.0% | Added |
| Covestor Ltd | 345 | $14.0K | 0.01% | −2,614−88.3% | Reduced |
| Tower Research Capital LLC (TRC) | 361 | $15.0K | 0.00% | −1,177−76.5% | Reduced |
| St Germain D J Co Inc | 363 | $15.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 365 | $15.1K | 0.00% | +3+0.8% | Added |
| GoalVest Advisory LLC | 367 | $15.2K | 0.00% | +367 | New |
| Massmutual Trust Co FSB | 392 | $16.2K | 0.00% | −69−15.0% | Reduced |
| Harbor Investment Advisory, LLC | 400 | $16.6K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 406 | $17.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 437 | $18.1K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 450 | $18.6K | 0.00% | +450 | New |
| Centerpoint Advisors, LLC | 488 | $20.0K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 487 | $20.2K | 0.01% | +305+167.6% | Added |
| Walleye Trading LLC | 500 | $20.7K | 0.00% | −10,115−95.3% | Reduced |
| Allworth Financial LP | 528 | $21.9K | 0.00% | −111−17.4% | Reduced |