| Commonwealth Retirement Investments LLC | 0 | $8 | 0.00% | 0 | New |
| 10Elms LLP | 1 | $15 | 0.00% | +1 | New |
| McGuire Capital Advisors Inc | 2 | $48 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 8 | $192 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 9 | $215 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 9 | $215 | 0.00% | +9 | New |
| IFG Advisory, LLC | 10 | $239 | 0.00% | +10 | New |
| Plante Moran Financial Advisors, LLC | 11 | $263 | 0.00% | +11 | New |
| Bernard Wealth Management Corp. | 12 | $288 | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 13 | $317 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 16 | $383 | 0.00% | +16 | New |
| Davis Capital Management | 18 | $431 | 0.00% | +18 | New |
| Signature Equity Partners, LLC | 20 | $479 | 0.00% | +5+33.3% | Added |
| Financial Management Professionals, Inc. | 23 | $551 | 0.00% | +11+91.7% | Added |
| Whipplewood Advisors, LLC | 29 | $694 | 0.00% | −35−54.7% | Reduced |
| JFS Wealth Advisors, LLC | 29 | $695 | 0.00% | −1−3.3% | Reduced |
| Kilter Group LLC | 32 | $767 | 0.00% | −12−27.3% | Reduced |
| Caitong International Asset Management Co., Ltd | 37 | $886 | 0.00% | +18+94.7% | Added |
| Ameriflex Group, Inc. | 38 | $910 | 0.00% | +28+280.0% | Added |
| Burk Holdings LLC | 39 | $934 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 40 | $958 | 0.00% | +3+8.1% | Added |
| Ogorek Anthony Joseph | 54 | $1.00K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 42 | $1.01K | 0.00% | −4−8.7% | Reduced |
| CBIZ Investment Advisory Services, LLC | 42 | $1.02K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 43 | $1.03K | 0.00% | −22−33.8% | Reduced |
| Crewe Advisors LLC | 43 | $1.03K | 0.00% | +43 | New |
| Harbor Asset Planning, Inc. | 43 | $1.04K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 45 | $1.08K | 0.00% | +45 | New |
| Beaird Harris Wealth Management, LLC | 47 | $1.13K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 50 | $1.20K | 0.00% | +50 | New |
| Fortitude Family Office, LLC | 56 | $1.34K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 57 | $1.36K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 59 | $1.41K | 0.00% | +59 | New |
| Three Bearings Fiduciary Advisors, Inc. | 61 | $1.46K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 67 | $1.60K | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 69 | $1.65K | 0.00% | +69 | New |
| Investors Research Corp | 75 | $1.80K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 75 | $1.80K | 0.00% | +75 | New |
| Hughes Financial Services, LLC | 78 | $1.87K | 0.00% | +54+225.0% | Added |
| ZRC Wealth Management, LLC | 78 | $1.87K | 0.00% | +18+30.0% | Added |
| Principia Wealth Advisory, LLC | 80 | $1.92K | 0.00% | −11−12.1% | Reduced |
| South State Corp. | 81 | $1.94K | 0.00% | −78−49.1% | Reduced |
| Raffa Wealth Management, LLC | 88 | $2.11K | 0.00% | +39+79.6% | Added |
| Mosley Wealth Management | 91 | $2.18K | 0.00% | −4−4.2% | Reduced |
| Key Financial Inc | 91 | $2.18K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 98 | $2.35K | 0.00% | −77−44.0% | Reduced |
| Byrne Asset Management LLC | 100 | $2.39K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 100 | $2.39K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 109 | $2.61K | 0.00% | +43+65.2% | Added |
| Synergy Investment Management, LLC | 107 | $2.62K | 0.00% | +98+1,088.9% | Added |
| Birchbrook, Inc. | 117 | $2.80K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 120 | $3.00K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 130 | $3.11K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 135 | $3.23K | 0.00% | −53−28.2% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 142 | $3.40K | 0.00% | +17+13.6% | Added |
| Addison Advisors LLC | 149 | $3.57K | 0.00% | −2,271−93.8% | Reduced |
| Clear Street Markets LLC | 167 | $4.00K | 0.00% | +49+41.5% | Added |
| Activest Wealth Management | 178 | $4.26K | 0.00% | −181−50.4% | Reduced |
| Hilton Head Capital Partners, LLC | 178 | $4.26K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 197 | $4.72K | 0.00% | +170+629.6% | Added |
| Colonial Trust Advisors | 200 | $4.79K | 0.00% | 00.0% | Unchanged |
| Montgomery Financial Services LLC | 200 | $4.79K | 0.00% | +200 | New |
| Transamerica Financial Advisors, Inc. | 201 | $4.82K | 0.00% | −46−18.6% | Reduced |
| Coston, McIsaac & Partners | 250 | $5.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 217 | $5.00K | 0.00% | +69+46.6% | Added |
| Breakwater Investment Management | 214 | $5.12K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 221 | $5.29K | 0.00% | +56+33.9% | Added |
| Strategic Investment Solutions, Inc. | 223 | $5.32K | 0.00% | +3+1.4% | Added |
| Salomon & Ludwin, LLC | 248 | $5.84K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 270 | $6.00K | 0.00% | +2+0.7% | Added |
| Evermay Wealth Management LLC | 251 | $6.01K | 0.00% | +251 | New |
| Keating Financial Advisory Services, Inc. | 257 | $6.15K | 0.00% | +190+283.6% | Added |
| WPG Advisers, LLC | 262 | $6.27K | 0.00% | −1−0.4% | Reduced |
| 3 Factor Indexing, LLC | 266 | $6.37K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 274 | $6.53K | 0.00% | −33−10.7% | Reduced |
| Bruce G. Allen Investments, LLC | 274 | $6.56K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 275 | $6.58K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 275 | $6.59K | 0.00% | +2+0.7% | Added |
| Tower Trust & Investment Co | 281 | $6.72K | 0.00% | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 287 | $6.87K | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 293 | $7.01K | 0.01% | +293 | New |
| Princeton Global Asset Management LLC | 296 | $7.09K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 298 | $7.13K | 0.01% | +4+1.4% | Added |
| Ramirez Asset Management, Inc. | 302 | $7.23K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 303 | $7.25K | 0.00% | +14+4.8% | Added |
| Medallion Wealth Advisors, LLC | 320 | $7.66K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 328 | $7.85K | 0.00% | −80−19.6% | Reduced |
| Capital Advisors, Ltd. LLC | 344 | $8.00K | 0.00% | −101−22.7% | Reduced |
| Atlantic Trust, LLC | 335 | $8.02K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 340 | $8.13K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 344 | $8.24K | 0.00% | +321+1,395.7% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 372 | $8.91K | 0.01% | +69+22.8% | Added |
| Rosenberg Matthew Hamilton | 376 | $9.00K | 0.00% | −383−50.5% | Reduced |
| Ankerstar Wealth, LLC | 379 | $9.09K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 400 | $9.58K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 404 | $9.67K | 0.00% | +404 | New |
| Sunrise Financial Services, LLC | 408 | $9.77K | 0.01% | 00.0% | Unchanged |
| Vision Retirement, LLC | 415 | $9.94K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 428 | $10.2K | 0.00% | +40+10.3% | Added |
| GHP Investment Advisors, Inc. | 441 | $10.5K | 0.00% | 00.0% | Unchanged |