| McClarren Financial Advisors, Inc. | 1 | $0 | 0.00% | +1 | New |
| Koesten, Hirschmann & Crabtree, INC. | 0 | $101 | 0.00% | 0 | Unchanged |
| Washington Growth Strategies LLC | 485 | $205 | 0.23% | +485 | New |
| Quest 10 Wealth Builders, Inc. | 1 | $446 | 0.00% | +1 | New |
| Perkins Coie Trust Co | 1 | $484 | 0.00% | +1 | New |
| Ruedi Wealth Management, Inc. | 1 | $485 | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 1 | $485 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 1 | $485 | 0.00% | +1 | New |
| Chesapeake Asset Management LLC | 2 | $969 | 0.00% | −1−33.3% | Reduced |
| Medallion Wealth Advisors, LLC | 2 | $969 | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 2 | $970 | 0.00% | −4−66.7% | Reduced |
| Tradewinds Capital Management, LLC | 2 | $970 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 2 | $970 | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 2 | $970 | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 2 | $970 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 2 | $970 | 0.00% | 00.0% | Unchanged |
| Tobam | 3 | $1.00K | 0.00% | −361−99.2% | Reduced |
| Parallax Volatility Advisers, L.P. | 3 | $1.45K | 0.00% | −11,260−100.0% | Reduced |
| Parkworth Wealth Management, Inc. | 3 | $1.45K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 3 | $1.45K | 0.00% | +3 | New |
| GoalVest Advisory LLC | 3 | $1.45K | 0.00% | +3 | New |
| Bare Financial Services, Inc | 3 | $1.45K | 0.00% | +3 | New |
| Redwood Park Advisors LLC | 3 | $1.46K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 3 | $1.46K | 0.00% | +3 | New |
| American Capital Advisory, LLC | 3 | $1.46K | 0.00% | +3 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 4 | $1.94K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 4 | $1.94K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 4 | $1.94K | 0.00% | +4 | New |
| Halbert Hargrove Global Advisors, LLC | 5 | $2.26K | 0.00% | +5 | New |
| Rakuten Securities, Inc. | 5 | $2.42K | 0.00% | −110−95.7% | Reduced |
| Bay Harbor Wealth Management, LLC | 5 | $2.42K | 0.00% | +5 | New |
| ROSS\JOHNSON & Associates LLC | 5 | $2.42K | 0.04% | +5 | New |
| Garde Capital, Inc. | 5 | $2.42K | 0.00% | +5 | New |
| PayPay Securities Corp | 5 | $2.75K | 0.16% | −3−37.5% | Reduced |
| Longfellow Investment Management Co LLC | 6 | $2.91K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 7 | $3.39K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 7 | $3.39K | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 7 | $3.39K | 0.00% | +7 | New |
| Winnow Wealth LLC | 8 | $3.75K | 0.00% | +2+33.3% | Added |
| POM Investment Strategies, LLC | 8 | $3.88K | 0.00% | 00.0% | Unchanged |
| Hara Capital LLC | 8 | $3.88K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 8 | $3.88K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 8 | $3.88K | 0.00% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 8 | $3.88K | 0.00% | +8 | New |
| Bernard Wealth Management Corp. | 8 | $3.88K | 0.00% | +8 | New |
| Principia Wealth Advisory, LLC | 9 | $4.34K | 0.00% | +4+80.0% | Added |
| Tidemark, LLC | 9 | $4.36K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 9 | $4.36K | 0.00% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 9 | $4.36K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 10 | $4.85K | 0.00% | +10 | New |
| Minot DeBlois Advisors LLC | 10 | $4.85K | 0.00% | −100−90.9% | Reduced |
| Clear Street Markets LLC | 10 | $4.85K | 0.00% | −32−76.2% | Reduced |
| C M Bidwell & Associates Ltd | 10 | $4.85K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 10 | $4.85K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 10 | $4.85K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 10 | $4.85K | 0.00% | +7+233.3% | Added |
| Dogwood Wealth Management LLC | 10 | $4.85K | 0.00% | +7+233.3% | Added |
| Greenline Partners, LLC | 10 | $4.85K | 0.00% | +10 | New |
| Hartford Financial Management Inc. | 10 | $4.85K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 10 | $4.85K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 11 | $5.33K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 11 | $5.33K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 12 | $5.58K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 12 | $5.82K | 0.00% | 00.0% | Unchanged |
| Eq Wealth Advisors, LLC | 12 | $5.82K | 0.00% | +12 | New |
| Coston, McIsaac & Partners | 14 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 13 | $6.30K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 13 | $6.30K | 0.00% | 00.0% | Unchanged |
| American National Bank | 13 | $6.30K | 0.00% | +2+18.2% | Added |
| CBIZ Investment Advisory Services, LLC | 13 | $6.30K | 0.00% | +13 | New |
| Kozak & Associates, Inc. | 13 | $6.45K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 14 | $6.79K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 14 | $6.79K | 0.00% | +14 | New |
| WealthCollab, LLC | 14 | $6.79K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 14 | $6.79K | 0.00% | +5+55.6% | Added |
| Semmax Financial Advisors Inc. | 17 | $7.22K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 15 | $7.27K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 15 | $7.27K | 0.00% | +15 | New |
| eCIO, Inc. | 15 | $7.27K | 0.00% | +15 | New |
| Hollencrest Capital Management | 16 | $7.76K | 0.00% | −179−91.8% | Reduced |
| Nova Wealth Management, Inc. | 16 | $7.76K | 0.01% | +16 | New |
| Richards, Merrill & Peterson, Inc. | 18 | $8.73K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 18 | $8.73K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 18 | $8.73K | 0.00% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 18 | $8.73K | 0.01% | +18 | New |
| Colonial Trust Co | 19 | $9.21K | 0.00% | −68−78.2% | Reduced |
| FSA Wealth Management LLC | 19 | $9.21K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 19 | $9.21K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 19 | $9.21K | 0.01% | +16+533.3% | Added |
| Y.D. More Investments Ltd | 20 | $9.70K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 20 | $9.70K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 20 | $9.70K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 20 | $9.70K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 21 | $10.2K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 21 | $10.2K | 0.00% | +21 | New |
| Synergy Investment Management, LLC | 22 | $10.7K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 22 | $10.7K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 22 | $10.7K | 0.00% | +1+4.8% | Added |
| Dynamic Wealth Strategies, LLC | 22 | $10.7K | 0.01% | +22 | New |
| Avion Wealth | 29 | $11.0K | 0.00% | 00.0% | Unchanged |