| Avion Wealth | 24 | $0 | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 1 | $38 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 5 | $187 | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 6 | $225 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 6 | $233 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 7 | $263 | 0.00% | +7 | New |
| Kimelman & Baird, LLC | 9 | $338 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 31 | $1.16K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 39 | $1.46K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 39 | $1.46K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 39 | $1.49K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 47 | $1.76K | 0.00% | +6+14.6% | Added |
| Sunbelt Securities, Inc. | 50 | $1.78K | 0.00% | +50 | New |
| Perritt Capital Management Inc | 48 | $1.80K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 50 | $1.87K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 50 | $1.87K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 50 | $1.87K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 55 | $2.06K | 0.00% | +55 | New |
| Bell Investment Advisors, Inc | 59 | $2.21K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 64 | $2.40K | 0.00% | +64 | New |
| Tompkins Financial Corp | 70 | $2.62K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 70 | $2.62K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 70 | $2.71K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 73 | $2.73K | 0.00% | +73 | New |
| Perkins Coie Trust Co | 80 | $3.00K | 0.00% | +71+788.9% | Added |
| CVA Family Office, LLC | 92 | $3.44K | 0.00% | −5−5.2% | Reduced |
| Sound Income Strategies, LLC | 98 | $3.67K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 99 | $3.71K | 0.00% | +24+32.0% | Added |
| Newbridge Financial Services Group, Inc. | 100 | $3.75K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 108 | $4.00K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 113 | $4.23K | 0.00% | −47−29.4% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 113 | $4.23K | 0.00% | +113 | New |
| True Wealth Design, LLC | 118 | $4.42K | 0.00% | −6−4.8% | Reduced |
| Larson Financial Group LLC | 120 | $4.49K | 0.00% | +44+57.9% | Added |
| Cape Investment Advisory, Inc. | 129 | $4.83K | 0.00% | +35+37.2% | Added |
| Strategic Wealth Partners, Ltd. | 133 | $4.98K | 0.00% | +133 | New |
| Center for Financial Planning, Inc. | 150 | $5.62K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 155 | $5.80K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 152 | $5.97K | 0.00% | +10+7.0% | Added |
| Whipplewood Advisors, LLC | 186 | $6.96K | 0.00% | −21−10.1% | Reduced |
| Concord Wealth Partners | 200 | $7.49K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 190 | $7.50K | 0.01% | 00.0% | Unchanged |
| West Oak Capital, LLC | 200 | $7.50K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 212 | $7.94K | 0.00% | +30+16.5% | Added |
| Logan Capital Management Inc | 214 | $8.00K | 0.00% | +2+0.9% | Added |
| Twin Peaks Wealth Advisors, LLC | 212 | $8.23K | 0.00% | +212 | New |
| Sierra Ocean, LLC | 242 | $9.06K | 0.01% | +67+38.3% | Added |
| FSA Wealth Management LLC | 245 | $9.18K | 0.00% | +245 | New |
| BFSG, LLC | 247 | $9.25K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 248 | $9.29K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 257 | $9.63K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 268 | $10.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 280 | $10.5K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 280 | $10.5K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 283 | $10.6K | 0.00% | −9,625−97.1% | Reduced |
| Park Square Financial Group, LLC | 283 | $10.6K | 0.01% | +82+40.8% | Added |
| Riggs Asset Managment Co. Inc. | 285 | $10.7K | 0.00% | +285 | New |
| Beacon Capital Management, LLC | 289 | $10.8K | 0.00% | +2+0.7% | Added |
| Gables Capital Management Inc. | 300 | $11.2K | 0.01% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 300 | $11.2K | 0.00% | +300 | New |
| Caldwell Trust Co | 312 | $11.7K | 0.00% | 00.0% | Unchanged |
| Motco | 300 | $11.8K | 0.00% | +300 | New |
| Hanson & Doremus Investment Management | 324 | $12.0K | 0.00% | −465−58.9% | Reduced |
| Capital Analysts, LLC | 315 | $12.0K | 0.00% | −54−14.6% | Reduced |
| Princeton Global Asset Management LLC | 341 | $12.8K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 358 | $13.0K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 350 | $13.1K | 0.00% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 350 | $13.1K | 0.00% | 00.0% | Unchanged |
| Dixon Mitchell Investment Counsel Inc. | 370 | $13.8K | 0.00% | −360−49.3% | Reduced |
| Pinnacle Bancorp, Inc. | 380 | $14.2K | 0.00% | −6−1.6% | Reduced |
| Westside Investment Management, Inc. | 378 | $14.3K | 0.00% | +378 | New |
| SWAN Capital LLC | 400 | $15.0K | 0.01% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 400 | $15.0K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 414 | $15.0K | 0.00% | −152−26.9% | Reduced |
| Smartleaf Asset Management LLC | 405 | $15.2K | 0.00% | −10−2.4% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 410 | $15.4K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 413 | $15.4K | 0.00% | +413 | New |
| Richardson Financial Services Inc. | 429 | $16.2K | 0.01% | +53+14.1% | Added |
| Country Trust Bank | 461 | $17.3K | 0.00% | +370+406.6% | Added |
| Valley National Advisers Inc | 500 | $18.0K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 500 | $18.7K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 524 | $19.6K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 526 | $19.7K | 0.00% | +146+38.4% | Added |
| PFS Partners, LLC | 557 | $20.9K | 0.01% | +5+0.9% | Added |
| Clearstead Advisors, LLC | 567 | $21.2K | 0.00% | −127−18.3% | Reduced |
| Colonial Trust Co | 588 | $22.0K | 0.00% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 600 | $22.5K | 0.02% | +600 | New |
| RMG Wealth Management LLC | 588 | $22.9K | 0.00% | +588 | New |
| Eastern Bank | 675 | $25.3K | 0.00% | −175−20.6% | Reduced |
| Salem Investment Counselors Inc | 685 | $25.7K | 0.00% | −135−16.5% | Reduced |
| Crowley Wealth Management, Inc. | 990 | $25.8K | 0.02% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 728 | $27.3K | 0.00% | −189−20.6% | Reduced |
| TD Private Client Wealth LLC | 728 | $27.3K | 0.00% | −212−22.6% | Reduced |
| Rosenberg Matthew Hamilton | 757 | $28.4K | 0.01% | −174−18.7% | Reduced |
| Private Wealth Asset Management, LLC | 769 | $28.8K | 0.00% | +73+10.5% | Added |
| N.E.W. Advisory Services LLC | 776 | $29.1K | 0.00% | −160−17.1% | Reduced |
| HM Payson & Co | 785 | $29.4K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 808 | $30.3K | 0.02% | −51−5.9% | Reduced |
| Headlands Technologies LLC | 816 | $30.6K | 0.00% | +816 | New |