| Valued Wealth Advisors LLC | 0 | $4 | 0.00% | −3−100.0% | Reduced |
| Investors Research Corp | 1 | $485 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 1 | $486 | 0.00% | +1 | New |
| St. Johns Investment Management Company, LLC | 1 | $488 | 0.00% | 00.0% | Unchanged |
| PEAK6 LLC | 1 | $555 | 0.00% | −1−50.0% | Reduced |
| SWAN Capital LLC | 2 | $970 | 0.00% | −1−33.3% | Reduced |
| Broadwater Capital Management LLC | 2 | $970 | 0.00% | −809−99.8% | Reduced |
| Stone House Investment Management, LLC | 2 | $970 | 0.00% | +2 | New |
| Kimelman & Baird, LLC | 2 | $971 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 2 | $971 | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 3 | $1.46K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 3 | $1.46K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 3 | $1.46K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 3 | $1.46K | 0.00% | +3 | New |
| Fiduciary Advisors, Inc. | 3 | $1.46K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 22 | $1.75K | 0.00% | −156−87.6% | Reduced |
| Legacy Wealth Managment, LLC | 4 | $1.94K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 4 | $2.00K | 0.00% | +4 | New |
| Promus Capital, LLC | 5 | $2.42K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 5 | $2.42K | 0.00% | +2+66.7% | Added |
| Davis Capital Management | 5 | $2.42K | 0.00% | +5 | New |
| Kozak & Associates, Inc. | 5 | $2.84K | 0.00% | +5 | New |
| Richard W. Paul & Associates, LLC | 6 | $2.91K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 6 | $2.91K | 0.00% | +6 | New |
| Keener Financial Planning LLC | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 7 | $3.40K | 0.00% | +7 | New |
| DecisionPoint Financial, LLC | 7 | $3.72K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 8 | $3.88K | 0.00% | −9−52.9% | Reduced |
| POM Investment Strategies, LLC | 8 | $3.88K | 0.00% | +8 | New |
| Pacific Center for Financial Services | 8 | $3.88K | 0.00% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 9 | $4.37K | 0.00% | +9 | New |
| PayPay Securities Corp | 9 | $4.54K | 0.16% | +2+28.6% | Added |
| Lowe Wealth Advisors, LLC | 10 | $4.85K | 0.00% | −32−76.2% | Reduced |
| Your Advocates Ltd., LLP | 10 | $4.85K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 11 | $5.34K | 0.00% | +1+10.0% | Added |
| New England Capital Financial Advisors LLC | 11 | $5.37K | 0.00% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 12 | $5.82K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 12 | $5.82K | 0.00% | +1+9.1% | Added |
| Cherry Tree Wealth Management, LLC | 12 | $5.82K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 12 | $5.82K | 0.00% | +5+71.4% | Added |
| Fairman Group, LLC | 12 | $5.83K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 12 | $5.83K | 0.00% | +12 | New |
| Paladin Advisory Group, LLC | 13 | $6.30K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 13 | $6.30K | 0.00% | +9+225.0% | Added |
| Minot DeBlois Advisors LLC | 13 | $6.36K | 0.01% | 00.0% | Unchanged |
| Estabrook Capital Management | 14 | $6.79K | 0.00% | −2−12.5% | Reduced |
| Westend Capital Management, LLC | 14 | $6.79K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 15 | $7.28K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 15 | $7.28K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 16 | $7.76K | 0.00% | +12+300.0% | Added |
| Imprint Wealth LLC | 16 | $7.76K | 0.02% | +16 | New |
| High Note Wealth, LLC | 17 | $8.24K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 17 | $8.24K | 0.01% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 17 | $8.24K | 0.01% | +3+21.4% | Added |
| Heartwood Wealth Advisors LLC | 17 | $8.24K | 0.00% | +17 | New |
| S&T Bank | 19 | $9.21K | 0.00% | +3+18.8% | Added |
| Noble Wealth Management PBC | 19 | $9.21K | 0.00% | +19 | New |
| Copia Wealth Management | 20 | $9.70K | 0.01% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 20 | $9.70K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 22 | $10.7K | 0.01% | +3+15.8% | Added |
| Tidemark, LLC | 22 | $10.7K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 23 | $11.2K | 0.02% | −121−84.0% | Reduced |
| Redmont Wealth Advisors LLC | 23 | $11.2K | 0.02% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 24 | $11.6K | 0.00% | +24 | New |
| Indiana Trust & Investment Management CO | 25 | $12.1K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 25 | $12.1K | 0.00% | +25 | New |
| Accent Capital Management, LLC | 25 | $12.1K | 0.01% | −916−97.3% | Reduced |
| Pin Oak Investment Advisors Inc | 25 | $12.2K | 0.01% | −155−86.1% | Reduced |
| Evolution Wealth Management Inc. | 26 | $12.6K | 0.01% | −16−38.1% | Reduced |
| Grey Fox Wealth Advisors, LLC | 27 | $13.1K | 0.00% | +27 | New |
| Quest 10 Wealth Builders, Inc. | 29 | $13.8K | 0.01% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 29 | $14.2K | 0.00% | +29 | New |
| Moisand Fitzgerald Tamayo, LLC | 30 | $14.6K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 31 | $15.0K | 0.01% | +4+14.8% | Added |
| Guerra Advisors Inc | 31 | $15.0K | 0.01% | +31 | New |
| 1 North Wealth Services LLC | 32 | $15.5K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 33 | $16.0K | 0.00% | +3+10.0% | Added |
| Ogorek Anthony Joseph | 34 | $16.0K | 0.00% | +9+36.0% | Added |
| American Capital Advisory, LLC | 33 | $16.0K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 33 | $16.0K | 0.00% | +24+266.7% | Added |
| Hager Investment Management Services, LLC | 35 | $17.0K | 0.01% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 35 | $17.1K | 0.01% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 35 | $17.1K | 0.02% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 36 | $17.5K | 0.01% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 36 | $17.5K | 0.01% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 37 | $17.9K | 0.01% | 00.0% | Unchanged |
| Sagard Holdings Management Inc. | 37 | $17.9K | 0.09% | 00.0% | Unchanged |
| Country Trust Bank | 38 | $18.4K | 0.00% | +1+2.7% | Added |
| TD Capital Management LLC | 38 | $18.4K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 39 | $18.9K | 0.01% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 40 | $19.0K | 0.01% | +40 | New |
| Alpine Bank Wealth Management | 40 | $19.4K | 0.00% | +18+81.8% | Added |
| Winch Advisory Services, LLC | 40 | $19.5K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 42 | $20.4K | 0.01% | +30+250.0% | Added |
| Dogwood Wealth Management LLC | 43 | $20.9K | 0.01% | +21+95.5% | Added |
| Robinswood Financial LLC | 43 | $20.9K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 45 | $21.8K | 0.02% | −5−10.0% | Reduced |
| Centennial Bank | 45 | $21.8K | 0.01% | −5−10.0% | Reduced |
| FWL Investment Management, LLC | 45 | $21.8K | 0.01% | 00.0% | Unchanged |