| Bollard Group LLC | 1 | $0 | 0.00% | −111,254−100.0% | Reduced |
| Investors Research Corp | 1 | $520 | 0.00% | −100−99.0% | Reduced |
| Quest 10 Wealth Builders, Inc. | 1 | $520 | 0.00% | +1 | New |
| St. Johns Investment Management Company, LLC | 1 | $522 | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Broadwater Capital Management LLC | 2 | $1.04K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 2 | $1.04K | 0.00% | +1+100.0% | Added |
| Sugar Maple Asset Management, LLC | 2 | $1.04K | 0.00% | +2 | New |
| Kimelman & Baird, LLC | 2 | $1.04K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 2 | $1.23K | 0.11% | −2,364−99.9% | Reduced |
| Granite FO LLC | 3 | $1.56K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 3 | $1.56K | 0.00% | +3 | New |
| Fiduciary Advisors, Inc. | 3 | $1.56K | 0.00% | +3 | New |
| Curio Wealth, LLC | 3 | $1.56K | 0.00% | +3 | New |
| Measured Risk Portfolios, Inc. | 4 | $2.08K | 0.00% | +4 | New |
| Synergy Investment Management, LLC | 4 | $2.08K | 0.00% | +4 | New |
| Riggs Asset Managment Co. Inc. | 5 | $2.60K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 5 | $2.60K | 0.00% | −3−37.5% | Reduced |
| Horizon Financial Services, LLC | 5 | $2.60K | 0.00% | 00.0% | Unchanged |
| Promus Capital, LLC | 5 | $2.60K | 0.00% | +5 | New |
| Legacy Investment Solutions, LLC | 5 | $2.86K | 0.00% | −37−88.1% | Reduced |
| Legacy Wealth Managment, LLC | 5 | $2.86K | 0.00% | −37−88.1% | Reduced |
| Tucker Asset Management LLC | 6 | $3.12K | 0.00% | −4−40.0% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 6 | $3.12K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 6 | $3.12K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 6 | $3.12K | 0.00% | 00.0% | Unchanged |
| Christopher J. Hasenberg, Inc | 6 | $3.12K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 6 | $3.12K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 6 | $3.12K | 0.00% | +6 | New |
| Redwood Park Advisors LLC | 6 | $3.12K | 0.00% | +6 | New |
| Carolina Wealth Advisors, LLC | 7 | $3.64K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 7 | $3.64K | 0.00% | +7 | New |
| Keener Financial Planning LLC | 8 | $4.00K | 0.00% | +8 | New |
| Winnow Wealth LLC | 8 | $4.13K | 0.00% | +8 | New |
| Pacific Center for Financial Services | 8 | $4.16K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 8 | $4.16K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 8 | $4.26K | 0.00% | +8 | Added |
| S&T Bank | 9 | $4.68K | 0.00% | +9 | New |
| TD Capital Management LLC | 9 | $4.68K | 0.00% | +5+125.0% | Added |
| Tidemark, LLC | 9 | $4.73K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 10 | $5.20K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 10 | $5.20K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 10 | $5.20K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 10 | $5.20K | 0.23% | +1+11.1% | Added |
| New Wave Wealth Advisors LLC | 10 | $5.20K | 0.00% | +10 | New |
| Principia Wealth Advisory, LLC | 10 | $5.20K | 0.00% | +10 | New |
| Capital A Wealth Management, LLC | 10 | $5.20K | 0.01% | +10 | New |
| Morgan Dempsey Capital Management LLC | 10 | $5.21K | 0.00% | 00.0% | Unchanged |
| Modus Advisors, LLC | 11 | $5.72K | 0.00% | +11 | New |
| New England Capital Financial Advisors LLC | 11 | $5.75K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 12 | $6.24K | 0.00% | −2,368−99.5% | Reduced |
| TruNorth Capital Management, LLC | 12 | $6.24K | 0.00% | −14−53.8% | Reduced |
| Estabrook Capital Management | 12 | $6.24K | 0.00% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 12 | $6.24K | 0.01% | +12 | New |
| Fairman Group, LLC | 12 | $6.25K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 12 | $6.25K | 0.00% | −2−14.3% | Reduced |
| True Wealth Design, LLC | 12 | $6.47K | 0.00% | −16−57.1% | Reduced |
| Paladin Advisory Group, LLC | 13 | $6.76K | 0.01% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 14 | $7.00K | 0.00% | +14 | New |
| Westend Capital Management, LLC | 14 | $7.28K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 15 | $7.80K | 0.00% | 00.0% | Unchanged |
| City State Bank | 15 | $7.80K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 15 | $7.80K | 0.00% | +15 | New |
| Operose Advisors LLC | 16 | $8.32K | 0.00% | −75−82.4% | Reduced |
| DiNuzzo Private Wealth, Inc. | 16 | $8.32K | 0.00% | −2−11.1% | Reduced |
| South State Corp. | 17 | $8.84K | 0.00% | −20−54.1% | Reduced |
| Pineridge Advisors LLC | 17 | $8.84K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 17 | $8.84K | 0.00% | +17 | New |
| PSI Advisors, LLC | 18 | $8.86K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 18 | $9.37K | 0.01% | −15−45.5% | Reduced |
| Clark Wealth Partners | 19 | $9.88K | 0.01% | +19 | New |
| Copia Wealth Management | 20 | $10.4K | 0.01% | +20 | New |
| Silicon Valley Capital Partners | 20 | $10.4K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 21 | $10.9K | 0.00% | −19−47.5% | Reduced |
| Highline Wealth Partners LLC | 21 | $10.9K | 0.00% | −17−44.7% | Reduced |
| Hurley Capital, LLC | 19 | $11.2K | 0.01% | +19 | New |
| Creekmur Asset Management LLC | 23 | $12.0K | 0.00% | −4−14.8% | Reduced |
| Ruedi Wealth Management, Inc. | 23 | $12.0K | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 23 | $12.0K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 24 | $12.5K | 0.00% | −25−51.0% | Reduced |
| West Financial Advisors, LLC | 25 | $13.0K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 25 | $13.0K | 0.01% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 25 | $13.0K | 0.00% | +3+13.6% | Added |
| Moisand Fitzgerald Tamayo, LLC | 30 | $15.6K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 31 | $16.1K | 0.01% | +31 | New |
| Provenance Wealth Advisors, LLC | 32 | $16.6K | 0.00% | −11−25.6% | Reduced |
| Financial Life Planners | 32 | $16.8K | 0.01% | +32 | New |
| Piscataqua Savings Bank | 34 | $17.7K | 0.02% | 00.0% | Unchanged |
| 10Elms LLP | 34 | $17.7K | 0.02% | +34 | New |
| Battery Global Advisors, LLC | 35 | $18.2K | 0.01% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 36 | $18.7K | 0.02% | −10−21.7% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 36 | $18.7K | 0.00% | −3−7.7% | Reduced |
| Westside Investment Management, Inc. | 36 | $18.7K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 37 | $19.2K | 0.01% | −12−24.5% | Reduced |
| Grayhawk Investment Strategies Inc. | 37 | $19.2K | 0.04% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 37 | $19.2K | 0.01% | +34+1,133.3% | Added |
| NewSquare Capital LLC | 37 | $19.2K | 0.00% | +37 | New |
| HighMark Wealth Management LLC | 37 | $19.3K | 0.01% | −69−65.1% | Reduced |
| ESL Trust Services, LLC | 38 | $19.8K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 38 | $19.8K | 0.00% | 00.0% | Unchanged |