| Navigoe, LLC | 6 | $0 | 0.00% | +6 | New |
| Abound Wealth Management | 0 | $43 | 0.00% | −84−100.0% | Reduced |
| TFC Financial Management | 1 | $114 | 0.00% | −100−99.0% | Reduced |
| Rakuten Securities, Inc. | 1 | $114 | 0.00% | −30−96.8% | Reduced |
| Maryland Capital Advisors Inc. | 1 | $114 | 0.00% | +1 | New |
| Strive Financial Group ,LLC | 1 | $114 | 0.00% | +1 | New |
| Compass Financial Management LLC | 1 | $114 | 0.00% | +1 | New |
| Highland Investment Advisors LLC | 2 | $227 | 0.00% | +2 | New |
| Kayne Anderson Rudnick Investment Management LLC | 2 | $259 | 0.00% | 00.0% | Unchanged |
| Trust Co | 4 | $455 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 4 | $455 | 0.00% | +1+33.3% | Added |
| Morton Brown Family Wealth, LLC | 4 | $455 | 0.00% | +4 | New |
| Sunrise Financial Services, LLC | 4 | $455 | 0.00% | +4 | New |
| Y.D. More Investments Ltd | 1,195 | $456 | 0.00% | +36+3.1% | Added |
| DecisionPoint Financial, LLC | 4 | $465 | 0.00% | −6−60.0% | Reduced |
| Caitlin John, LLC | 5 | $554 | 0.00% | −5−50.0% | Reduced |
| Oakworth Capital, Inc. | 5 | $568 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 5 | $568 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 5 | $624 | 0.00% | +1+25.0% | Added |
| NVWM, LLC | 6 | $682 | 0.00% | 00.0% | Unchanged |
| United Community Bank | 6 | $682 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 7 | $796 | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 8 | $910 | 0.00% | +4+100.0% | Added |
| Battery Global Advisors, LLC | 8 | $949 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 9 | $1.02K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 10 | $1.14K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 11 | $1.25K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 11 | $1.25K | 0.00% | +11 | New |
| Transamerica Financial Advisors, Inc. | 12 | $1.36K | 0.00% | −8−40.0% | Reduced |
| American Capital Advisory, LLC | 12 | $1.36K | 0.00% | +6+100.0% | Added |
| Networth Advisors, LLC | 12 | $1.38K | 0.00% | −39−76.5% | Reduced |
| Activest Wealth Management | 13 | $1.48K | 0.00% | −27−67.5% | Reduced |
| Colonial Trust Co | 14 | $1.59K | 0.00% | −1,500−99.1% | Reduced |
| Gould Capital, LLC | 14 | $1.59K | 0.00% | −29−67.4% | Reduced |
| Caldwell Sutter Capital, Inc. | 15 | $1.71K | 0.00% | −15−50.0% | Reduced |
| Financial Network Wealth Advisors LLC | 15 | $1.71K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 16 | $1.82K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 17 | $1.93K | 0.00% | −14−45.2% | Reduced |
| Indiana Trust & Investment Management CO | 17 | $1.93K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 17 | $1.93K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 17 | $1.93K | 0.00% | +11+183.3% | Added |
| Penserra Capital Management LLC | 18 | $2.00K | 0.00% | +6+50.0% | Added |
| Planning Strategies Inc. | 18 | $2.05K | 0.00% | +18 | New |
| Raffa Wealth Management, LLC | 19 | $2.16K | 0.00% | +1+5.6% | Added |
| Synergy Investment Management, LLC | 19 | $2.26K | 0.00% | +19 | New |
| Princeton Global Asset Management LLC | 20 | $2.27K | 0.00% | −199−90.9% | Reduced |
| Kilter Group LLC | 20 | $2.27K | 0.00% | −1−4.8% | Reduced |
| CBIZ Investment Advisory Services, LLC | 28 | $2.52K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 24 | $2.73K | 0.00% | +4+20.0% | Added |
| West Paces Advisors Inc. | 24 | $2.73K | 0.00% | +24 | New |
| Winch Advisory Services, LLC | 24 | $2.77K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 25 | $2.84K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 26 | $2.96K | 0.00% | +6+30.0% | Added |
| Glen Eagle Advisors, LLC | 26 | $2.96K | 0.00% | +26 | New |
| Darwin Advisors, LLC | 26 | $3.05K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 27 | $3.07K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 27 | $3.07K | 0.00% | +4+17.4% | Added |
| Sims Investment Management, LLC | 27 | $3.10K | 0.00% | +27 | New |
| Bare Financial Services, Inc | 28 | $3.18K | 0.00% | +3+12.0% | Added |
| IMG Wealth Management, Inc. | 29 | $3.30K | 0.00% | +29 | New |
| Cornerstone Planning Group LLC | 30 | $3.50K | 0.00% | −1−3.2% | Reduced |
| POM Investment Strategies, LLC | 31 | $3.52K | 0.00% | −57−64.8% | Reduced |
| Retirement Wealth Solutions LLC | 32 | $3.64K | 0.00% | +25+357.1% | Added |
| Piscataqua Savings Bank | 33 | $3.75K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 33 | $3.75K | 0.00% | +33 | New |
| Allied Private Wealth LLC | 33 | $3.89K | 0.00% | +33 | New |
| Riverview Trust Co | 36 | $4.09K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 36 | $4.09K | 0.00% | +36 | New |
| Advocate Investing Services LLC | 36 | $4.10K | 0.00% | +10+38.5% | Added |
| Ancora Advisors, LLC | 39 | $4.43K | 0.00% | −41−51.2% | Reduced |
| Signature Equity Partners, LLC | 40 | $4.55K | 0.00% | −41−50.6% | Reduced |
| Bay Harbor Wealth Management, LLC | 40 | $4.55K | 0.00% | +17+73.9% | Added |
| First Command Advisory Services, Inc. | 41 | $4.66K | 0.00% | +31+310.0% | Added |
| Altshuler Shaham Ltd | 41 | $4.66K | 0.00% | +41 | New |
| City Holding Co | 42 | $4.77K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 43 | $4.89K | 0.00% | −30−41.1% | Reduced |
| JPL Wealth Management, LLC | 43 | $4.89K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 51 | $5.00K | 0.00% | +21+70.0% | Added |
| Motco | 44 | $5.00K | 0.00% | +4+10.0% | Added |
| Lodestone Wealth Management LLC | 47 | $5.34K | 0.00% | −89−65.4% | Reduced |
| Grove Bank & Trust | 47 | $5.34K | 0.00% | −13−21.7% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 48 | $5.46K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 52 | $5.91K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 53 | $5.98K | 0.00% | +1+1.9% | Added |
| Medallion Wealth Advisors, LLC | 53 | $6.02K | 0.00% | −10−15.9% | Reduced |
| Walleye Capital LLC | 55 | $6.25K | 0.00% | −15,458−99.6% | Reduced |
| Transce3nd, LLC | 57 | $6.76K | 0.06% | −3−5.0% | Reduced |
| JNBA Financial Advisors | 61 | $6.94K | 0.00% | +9+17.3% | Added |
| Coston, McIsaac & Partners | 63 | $7.00K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 62 | $7.05K | 0.00% | +5+8.8% | Added |
| Owl Creek Wealth Partners LLC | 65 | $7.39K | 0.00% | 00.0% | Unchanged |
| City State Bank | 65 | $7.39K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 69 | $7.84K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 70 | $7.96K | 0.00% | −1−1.4% | Reduced |
| Valued Wealth Advisors LLC | 73 | $8.30K | 0.00% | +36+97.3% | Added |
| Osbon Capital Management LLC | 75 | $8.53K | 0.01% | 00.0% | Unchanged |
| Montgomery Financial Services LLC | 75 | $8.53K | 0.01% | +75 | New |
| Cape Investment Advisory, Inc. | 78 | $8.87K | 0.00% | +78 | New |
| First Pacific Financial | 79 | $8.97K | 0.00% | +1+1.3% | Added |
| Meeder Asset Management Inc | 80 | $9.10K | 0.00% | +17+27.0% | Added |
