| Long Island Wealth Management, Inc. | 1 | $0 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 0 | $9 | 0.00% | 0 | New |
| Brown Brothers Harriman & Co | 1 | $199 | 0.00% | 00.0% | Unchanged |
| Motco | 1 | $199 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $199 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 2 | $398 | 0.00% | −150−98.7% | Reduced |
| SJS Investment Consulting Inc. | 2 | $398 | 0.00% | −93−97.9% | Reduced |
| Barrett & Company, Inc. | 2 | $398 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2 | $398 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 2 | $398 | 0.00% | +2 | New |
| Investment Research & Advisory Group, Inc. | 3 | $597 | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 4 | $796 | 0.00% | −5,233−99.9% | Reduced |
| DiNuzzo Private Wealth, Inc. | 4 | $796 | 0.00% | +4 | New |
| Winthrop Capital Management, LLC | 4 | $796 | 0.00% | +4 | New |
| Bear Mountain Capital, Inc. | 5 | $940 | 0.00% | +5 | New |
| Salem Investment Counselors Inc | 5 | $995 | 0.00% | −123−96.1% | Reduced |
| Sound Income Strategies, LLC | 5 | $995 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 5 | $995 | 0.00% | +5 | New |
| Bruce G. Allen Investments, LLC | 5 | $995 | 0.00% | +5 | New |
| Private Wealth Management Group, LLC | 5 | $995 | 0.00% | +5 | New |
| Coston, McIsaac & Partners | 8 | $1.00K | 0.00% | +8 | New |
| Financial Synergies Wealth Advisors, Inc. | 7 | $1.00K | 0.00% | −4−36.4% | Reduced |
| MV Capital Management, Inc. | 6 | $1.19K | 0.00% | +6 | New |
| Financial Freedom, LLC | 7 | $1.39K | 0.00% | −71−91.0% | Reduced |
| Lee Financial Co | 7 | $1.39K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 8 | $1.59K | 0.00% | −32−80.0% | Reduced |
| Ameritas Investment Partners, Inc. | 8 | $1.59K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 8 | $1.59K | 0.00% | +8 | New |
| Sugarloaf Wealth Management, LLC | 10 | $1.99K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 10 | $1.99K | 0.00% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 10 | $1.99K | 0.00% | +10 | New |
| Private Ocean, LLC | 11 | $2.19K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 11 | $2.19K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 11 | $2.19K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 11 | $2.21K | 0.11% | +4+57.1% | Added |
| Silicon Valley Capital Partners | 12 | $2.37K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 12 | $2.39K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 13 | $2.59K | 0.00% | −1,374−99.1% | Reduced |
| Addison Advisors LLC | 13 | $2.59K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 14 | $2.79K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 15 | $2.98K | 0.00% | −34−69.4% | Reduced |
| Hobbs Group Advisors, LLC | 15 | $2.98K | 0.00% | +15 | New |
| JFS Wealth Advisors, LLC | 16 | $3.18K | 0.00% | +6+60.0% | Added |
| Chilton Capital Management LLC | 16 | $3.18K | 0.00% | +16 | New |
| Able Wealth Management LLC | 16 | $3.18K | 0.00% | +16 | New |
| JNBA Financial Advisors | 17 | $3.38K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 17 | $3.38K | 0.00% | +17 | New |
| Prestige Wealth Management Group LLC | 18 | $3.58K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 18 | $3.58K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 19 | $3.78K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 19 | $3.78K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 19 | $3.78K | 0.00% | +6+46.2% | Added |
| Caldwell Trust Co | 19 | $3.78K | 0.00% | +19 | New |
| Clean Yield Group | 20 | $3.98K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 20 | $3.98K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 20 | $3.98K | 0.00% | +1+5.3% | Added |
| Avion Wealth | 19 | $4.00K | 0.00% | +5+35.7% | Added |
| Truvestments Capital LLC | 21 | $4.18K | 0.00% | −3−12.5% | Reduced |
| Stone House Investment Management, LLC | 21 | $4.18K | 0.00% | 00.0% | Unchanged |
| Belmont Capital, LLC | 23 | $4.58K | 0.00% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 23 | $4.58K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 25 | $4.97K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 25 | $4.97K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 25 | $4.97K | 0.00% | +25 | New |
| Wetzel Investment Advisors, Inc. | 25 | $5.00K | 0.00% | +25 | New |
| Atticus Wealth Management, LLC | 26 | $5.17K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 27 | $5.37K | 0.00% | 00.0% | Unchanged |
| a16z Perennial Management, L.P. | 28 | $5.57K | 0.00% | +28 | New |
| Pension & Wealth Management Advisors, Inc. | 29 | $5.77K | 0.00% | +29 | New |
| Abound Wealth Management | 30 | $5.97K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 30 | $5.97K | 0.00% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 29 | $6.00K | 0.00% | +29 | New |
| Main Street Group, LTD | 32 | $6.37K | 0.00% | +32 | New |
| Castleview Partners, LLC | 33 | $6.57K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 33 | $6.57K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 33 | $6.57K | 0.00% | +5+17.9% | Added |
| Massmutual Trust Co FSB | 34 | $6.77K | 0.00% | −1−2.9% | Reduced |
| Bank of New Hampshire | 35 | $6.96K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 35 | $6.96K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 35 | $6.96K | 0.00% | +1+2.9% | Added |
| Cape Investment Advisory, Inc. | 37 | $7.36K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 37 | $7.36K | 0.00% | +9+32.1% | Added |
| ORG Partners LLC | 39 | $7.76K | 0.00% | −13−25.0% | Reduced |
| Washington Trust Co | 40 | $7.96K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 40 | $7.96K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 40 | $7.96K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 40 | $7.96K | 0.00% | +40 | New |
| Vermillion & White Wealth Management Group, LLC | 40 | $7.96K | 0.01% | +40 | New |
| Capital Advisors, Ltd. LLC | 40 | $8.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 41 | $8.16K | 0.00% | +41 | New |
| Park Place Capital Corp | 42 | $8.36K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 46 | $9.15K | 0.00% | 00.0% | Unchanged |
| Vima LLC | 46 | $9.15K | 0.02% | +46 | New |
| SOA Wealth Advisors, LLC. | 48 | $9.55K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 49 | $9.75K | 0.00% | +27+122.7% | Added |
| Focused Wealth Management, Inc | 50 | $9.95K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 52 | $10.3K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 52 | $10.3K | 0.02% | +52 | New |
| BOK Financial Private Wealth, Inc. | 55 | $10.9K | 0.00% | +55 | New |
| American Capital Advisory, LLC | 55 | $10.9K | 0.01% | +55 | New |