| Avion Wealth | 13 | $0 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $60 | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 2 | $119 | 0.00% | −2−50.0% | Reduced |
| Larson Financial Group LLC | 5 | $297 | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 10 | $594 | 0.00% | +10 | New |
| AdvisorNet Financial, Inc | 14 | $832 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 15 | $892 | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 18 | $1.07K | 0.00% | −1,295−98.6% | Reduced |
| Raleigh Capital Management Inc. | 20 | $1.19K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 22 | $1.31K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 26 | $1.54K | 0.00% | +26 | New |
| M&R Capital Management Inc | 28 | $1.69K | 0.00% | −10−26.3% | Reduced |
| Financial Management Professionals, Inc. | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 40 | $2.38K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 42 | $2.50K | 0.00% | −1−2.3% | Reduced |
| Bruce G. Allen Investments, LLC | 42 | $2.50K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 42 | $2.50K | 0.00% | +42 | New |
| Reuter James Wealth Management, LLC | 43 | $2.56K | 0.00% | +43 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 53 | $3.15K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 53 | $3.15K | 0.00% | +1+1.9% | Added |
| Northwest Investment Counselors, LLC | 55 | $3.28K | 0.00% | +55 | New |
| Beaird Harris Wealth Management, LLC | 60 | $3.57K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 61 | $3.63K | 0.00% | −41−40.2% | Reduced |
| Eagle Bay Advisors LLC | 61 | $3.63K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 62 | $3.65K | 0.00% | +62 | New |
| Gen-Wealth Partners Inc | 57 | $3.67K | 0.00% | +17+42.5% | Added |
| SJS Investment Consulting Inc. | 69 | $4.10K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 58 | $4.19K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 75 | $4.46K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 76 | $4.52K | 0.00% | +14+22.6% | Added |
| Capital Advisors, Ltd. LLC | 77 | $5.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 90 | $5.35K | 0.00% | 00.0% | Unchanged |
| Peterson Financial Group, Inc. | 91 | $5.38K | 0.02% | +91 | New |
| Hexagon Capital Partners LLC | 96 | $5.71K | 0.00% | −26−21.3% | Reduced |
| Flaharty Asset Management, LLC | 97 | $5.77K | 0.00% | +97 | New |
| Barrett & Company, Inc. | 99 | $5.88K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 111 | $6.55K | 0.00% | +75+208.3% | Added |
| Beacon Capital Management, LLC | 111 | $6.59K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 125 | $7.00K | 0.00% | +125 | New |
| Pingora Partners LLC | 120 | $7.13K | 0.01% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 132 | $7.77K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 141 | $8.38K | 0.01% | −142−50.2% | Reduced |
| Motco | 146 | $8.68K | 0.00% | +146 | New |
| Kozak & Associates, Inc. | 137 | $8.72K | 0.00% | +1+0.7% | Added |
| ClariVest Asset Management LLC | 173 | $8.84K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 161 | $9.57K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 167 | $9.93K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 183 | $10.9K | 0.00% | +183 | New |
| Whittier Trust Co | 188 | $11.2K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 196 | $11.6K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 203 | $12.1K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 209 | $12.4K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 224 | $13.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 230 | $13.7K | 0.00% | +6+2.7% | Added |
| Cherry Tree Wealth Management, LLC | 232 | $13.8K | 0.00% | −52−18.3% | Reduced |
| Hollencrest Capital Management | 234 | $13.9K | 0.00% | +1+0.4% | Added |
| Leonteq Securities AG | 247 | $14.7K | 0.00% | −146−37.2% | Reduced |
| True Wealth Design, LLC | 277 | $16.5K | 0.01% | +277 | New |
| Northwest Capital Management Inc | 290 | $17.2K | 0.01% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 300 | $17.8K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 306 | $18.2K | 0.00% | −10−3.2% | Reduced |
| TD Private Client Wealth LLC | 317 | $18.8K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 325 | $19.3K | 0.00% | +325 | New |
| Hemington Wealth Management | 313 | $20.0K | 0.01% | +313 | New |
| Private Wealth Management Group, LLC | 342 | $20.3K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 370 | $22.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 387 | $23.0K | 0.00% | +83+27.3% | Added |
| Rise Advisors, LLC | 397 | $23.6K | 0.01% | +3+0.8% | Added |
| Sugarloaf Wealth Management, LLC | 399 | $23.7K | 0.00% | 00.0% | Unchanged |
| Aviso Financial Inc. | 406 | $24.1K | 0.00% | +406 | New |
| Massmutual Trust Co FSB | 410 | $24.4K | 0.00% | +73+21.7% | Added |
| Sound Income Strategies, LLC | 419 | $24.9K | 0.00% | +3+0.7% | Added |
| North Star Investment Management Corp. | 421 | $25.0K | 0.00% | +2+0.5% | Added |
| Legacy Investment Solutions, LLC | 370 | $26.3K | 0.02% | +370 | New |
| Legacy Wealth Managment, LLC | 370 | $26.3K | 0.02% | +370 | New |
| Deseret Mutual Benefit Administrators | 493 | $29.3K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 500 | $29.7K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 516 | $30.7K | 0.00% | +116+29.0% | Added |
| Manchester Capital Management LLC | 527 | $31.3K | 0.00% | −15−2.8% | Reduced |
| Capital Performance Advisors LLP | 527 | $31.3K | 0.01% | +527 | New |
| EverSource Wealth Advisors, LLC | 529 | $31.4K | 0.00% | −74−12.3% | Reduced |
| McIlrath & Eck, LLC | 555 | $33.0K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 573 | $34.1K | 0.02% | 00.0% | Unchanged |
| Founders Capital Management | 600 | $35.7K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 606 | $36.0K | 0.01% | +103+20.5% | Added |
| Steward Partners Investment Advisory, LLC | 614 | $36.5K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 621 | $36.9K | 0.01% | +621 | New |
| Coppell Advisory Solutions LLC | 650 | $38.1K | 0.01% | +388+148.1% | Added |
| Huntington National Bank | 679 | $40.4K | 0.00% | +36+5.6% | Added |
| Federation des caisses Desjardins du Quebec | 679 | $40.4K | 0.00% | +150+28.4% | Added |
| V-Square Quantitative Management LLC | 702 | $41.7K | 0.01% | +194+38.2% | Added |
| Trust Co of Vermont | 731 | $43.5K | 0.00% | +729+36,450.0% | Added |
| MCF Advisors LLC | 764 | $45.4K | 0.00% | +106+16.1% | Added |
| Arlington Trust Co LLC | 774 | $46.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 822 | $48.9K | 0.00% | +30+3.8% | Added |
| William B. Walkup & Associates, Inc. | 855 | $50.8K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 899 | $53.4K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 1,050 | $53.7K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 928 | $55.2K | 0.00% | +86+10.2% | Added |
| Quarry LP | 930 | $55.3K | 0.02% | +911+4,794.7% | Added |
