| Bollard Group LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 1 | $0 | 0.00% | +1 | New |
| Retirement Group, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 2 | $1.00K | 0.00% | +2 | New |
| Delos Wealth Advisors, LLC | 2 | $1.10K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 2 | $1.10K | 0.00% | +2 | New |
| Cedar Wealth Management, LLC | 3 | $1.65K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 3 | $1.65K | 0.00% | +3 | New |
| Kessler Investment Group, LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 4 | $2.00K | 0.00% | +4 | New |
| True Wealth Design, LLC | 4 | $2.20K | 0.00% | +4 | New |
| Okabena Investment Services Inc | 22 | $2.51K | 0.00% | −4,048−99.5% | Reduced |
| Lee Financial Co | 5 | $2.75K | 0.00% | −5−50.0% | Reduced |
| Copeland Capital Management, LLC | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 6 | $3.30K | 0.00% | +6 | New |
| Activest Wealth Management | 6 | $3.30K | 0.00% | +6 | New |
| Global Wealth Strategies & Associates | 6 | $3.30K | 0.00% | +6 | New |
| Estabrook Capital Management | 10 | $5.51K | 0.00% | 00.0% | Unchanged |
| EWG Elevate Inc. | 10 | $5.51K | 0.00% | +10 | New |
| WFA of San Diego, LLC | 10 | $5.51K | 0.00% | +10 | New |
| Red Tortoise LLC | 12 | $6.61K | 0.00% | +12 | New |
| Aspire Private Capital, LLC | 13 | $7.17K | 0.00% | −9−40.9% | Reduced |
| Piscataqua Savings Bank | 14 | $7.71K | 0.01% | 00.0% | Unchanged |
| City State Bank | 15 | $8.00K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 15 | $8.26K | 0.55% | +15 | New |
| Wolff Wiese Magana LLC | 16 | $8.81K | 0.01% | −69−81.2% | Reduced |
| My Personal CFO, LLC | 16 | $8.81K | 0.01% | +16 | New |
| GeoWealth Management, LLC | 17 | $9.00K | 0.00% | −35−67.3% | Reduced |
| Highline Wealth Partners LLC | 17 | $9.36K | 0.01% | 00.0% | Unchanged |
| Eukles Asset Management | 19 | $10.0K | 0.01% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 17 | $10.0K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 20 | $11.0K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 20 | $11.0K | 0.01% | −9−31.0% | Reduced |
| Morgan Dempsey Capital Management LLC | 20 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 20 | $11.0K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 21 | $11.6K | 0.00% | +2+10.5% | Added |
| Beaird Harris Wealth Management, LLC | 23 | $12.7K | 0.00% | +9+64.3% | Added |
| Baldrige Asset Management LLC | 24 | $13.0K | 0.01% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 24 | $13.2K | 0.00% | +24 | New |
| Raleigh Capital Management Inc. | 24 | $13.2K | 0.01% | +7+41.2% | Added |
| Schubert & Co | 26 | $14.3K | 0.01% | −12−31.6% | Reduced |
| Sierra Capital LLC | 28 | $15.0K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 30 | $16.5K | 0.01% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 30 | $16.7K | 0.01% | +30 | New |
| Ulland Investment Advisors, LLC | 30 | $17.0K | 0.02% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 31 | $17.1K | 0.01% | −9−22.5% | Reduced |
| Sofos Investments, Inc. | 551 | $17.4K | 0.18% | −9,589−94.6% | Reduced |
| Column Capital Advisors, LLC | 34 | $18.7K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 37 | $20.0K | 0.00% | +1+2.8% | Added |
| Grayhawk Investment Strategies Inc. | 41 | $20.4K | 0.02% | +4+10.8% | Added |
| Delta Asset Management LLC | 37 | $20.4K | 0.00% | +37 | New |
| Moisand Fitzgerald Tamayo, LLC | 38 | $20.9K | 0.00% | +30+375.0% | Added |
| Westside Investment Management, Inc. | 41 | $22.0K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 42 | $23.1K | 0.01% | +3+7.7% | Added |
| Avondale Wealth Management | 44 | $24.2K | 0.02% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 44 | $24.2K | 0.01% | −1,491−97.1% | Reduced |
| Kraematon Investment Advisors, Inc | 45 | $24.8K | 0.03% | +45 | New |
| Winch Advisory Services, LLC | 45 | $25.0K | 0.01% | −35−43.8% | Reduced |
| Knott David M Jr | 45 | $25.0K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 49 | $27.0K | 0.02% | 00.0% | Unchanged |
| Trust Co | 50 | $28.0K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 51 | $28.1K | 0.02% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 52 | $28.6K | 0.02% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 52 | $29.0K | 0.02% | 00.0% | Unchanged |
| New Millennium Group LLC | 53 | $29.2K | 0.03% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 54 | $29.7K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 56 | $30.8K | 0.02% | 00.0% | Unchanged |
| Win Advisors, Inc | 56 | $30.8K | 0.01% | +56 | New |
| Lansing Street Advisors | 57 | $31.5K | 0.02% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 58 | $31.9K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 60 | $33.1K | 0.02% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 61 | $33.6K | 0.02% | +61 | New |
| Accel Wealth Management | 61 | $33.6K | 0.02% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 62 | $34.0K | 0.02% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 62 | $34.1K | 0.01% | −13−17.3% | Reduced |
| Live Oak Investment Partners | – | $35.8K | 0.03% | – | New |
| Cranbrook Wealth Management, LLC | 66 | $36.3K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 67 | $36.9K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 69 | $38.1K | 0.01% | −100−59.2% | Reduced |
| Cornerstone Planning Group LLC | 66 | $38.5K | 0.02% | +66 | New |
| Prestige Wealth Management Group LLC | 70 | $38.6K | 0.01% | −976−93.3% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 71 | $39.1K | 0.02% | −1−1.4% | Reduced |
| TD Ameritrade Investment Management, LLC | 75 | $41.0K | 0.00% | −55−42.3% | Reduced |
| Thompson Siegel & Walmsley LLC | 75 | $41.0K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 74 | $41.2K | 0.01% | +74 | New |
| Mark Sheptoff Financial Planning, LLC | 75 | $41.3K | 0.02% | −20−21.1% | Reduced |
| Grey Fox Wealth Advisors, LLC | 78 | $43.0K | 0.03% | +78 | New |
| Coston, McIsaac & Partners | 80 | $44.0K | 0.02% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 81 | $44.2K | 0.03% | 00.0% | Unchanged |
| Valley National Advisers Inc | 78 | $45.0K | 0.01% | −24−23.5% | Reduced |
| Baystate Wealth Management LLC | 82 | $45.0K | 0.00% | +22+36.7% | Added |
| Disciplina Capital Management LLC | 82 | $45.3K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 85 | $46.9K | 0.04% | −7−7.6% | Reduced |
| Cribstone Capital Management, LLC | 87 | $47.9K | 0.03% | 00.0% | Unchanged |
| Affiance Financial, LLC | 87 | $47.9K | 0.02% | +87 | New |
| HWG Holdings LP | 91 | $50.0K | 0.03% | −2−2.2% | Reduced |
| Pin Oak Investment Advisors Inc | 90 | $50.0K | 0.06% | +90 | New |
| Tacita Capital Inc | 94 | $52.0K | 0.04% | 00.0% | Unchanged |
| St Germain D J Co Inc | 562 | $52.0K | 0.02% | +39+7.5% | Added |
