| Tfo-TDC, LLC | 1 | $197 | 0.00% | −135−99.3% | Reduced |
| EntryPoint Capital, LLC | 1 | $197 | 0.00% | +1 | New |
| SOA Wealth Advisors, LLC. | 1 | $201 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 3 | $522 | 0.00% | +3 | New |
| Delos Wealth Advisors, LLC | 4 | $790 | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 5 | $987 | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 5 | $987 | 0.00% | +5 | New |
| ClariVest Asset Management LLC | 6 | $1.18K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 7 | $1.38K | 0.00% | +7 | New |
| True Wealth Design, LLC | 8 | $1.58K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 8 | $1.58K | 0.00% | +2+33.3% | Added |
| Sofos Investments, Inc. | 10 | $1.76K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 12 | $1.76K | 0.00% | +1+9.1% | Added |
| Bangor Savings Bank | 9 | $1.78K | 0.00% | −100−91.7% | Reduced |
| Core Wealth Advisors, Inc. | 9 | $1.78K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 10 | $1.97K | 0.00% | +10 | New |
| Psagot Value Holdings Ltd. / (Israel) | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Long Island Wealth Management, Inc. | 10 | $2.00K | 0.00% | +10 | New |
| South State Corp. | 11 | $2.17K | 0.00% | −54−83.1% | Reduced |
| Winch Advisory Services, LLC | 11 | $2.20K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 12 | $2.37K | 0.00% | −45−78.9% | Reduced |
| Solstein Capital, LLC | 12 | $2.37K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 14 | $2.52K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 13 | $2.56K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 14 | $2.76K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 14 | $2.76K | 0.00% | +14 | New |
| Aspect Partners, LLC | 15 | $2.96K | 0.00% | +15 | New |
| MeadowBrook Investment Advisors LLC | 16 | $3.16K | 0.00% | +16 | New |
| POM Investment Strategies, LLC | 16 | $3.16K | 0.00% | +16 | New |
| Impact Partnership Wealth, LLC | 17 | $3.35K | 0.00% | −60−77.9% | Reduced |
| McIlrath & Eck, LLC | 19 | $3.75K | 0.00% | +19 | New |
| Frank, Rimerman Advisors LLC | 19 | $3.75K | 0.00% | +19 | New |
| SJS Investment Consulting Inc. | 21 | $4.14K | 0.00% | −4−16.0% | Reduced |
| Provenance Wealth Advisors, LLC | 22 | $4.34K | 0.00% | +1+4.8% | Added |
| Northwest Capital Management Inc | 23 | $4.55K | 0.00% | +16+228.6% | Added |
| Kelly Financial Services LLC | 23 | $4.62K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 24 | $4.74K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 24 | $5.00K | 0.00% | −7−22.6% | Reduced |
| Byrne Asset Management LLC | 26 | $5.12K | 0.00% | −4−13.3% | Reduced |
| Pineridge Advisors LLC | 27 | $5.33K | 0.00% | +27 | New |
| Creative Capital Management Investments LLC | 28 | $5.53K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 29 | $5.72K | 0.00% | +18+163.6% | Added |
| DiNuzzo Private Wealth, Inc. | 29 | $5.72K | 0.00% | +29 | New |
| Atlantic Edge Private Wealth Management, LLC | 29 | $5.72K | 0.00% | +29 | New |
| PayPay Securities Corp | 29 | $5.76K | 0.28% | +10+52.6% | Added |
| JDM Financial Group LLC | 33 | $6.51K | 0.01% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 34 | $6.71K | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 37 | $7.30K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 40 | $7.36K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 40 | $7.89K | 0.01% | −595−93.7% | Reduced |
| Lummis Asset Management, LP | 40 | $7.89K | 0.01% | +40 | New |
| Householder Group Estate & Retirement Specialist, LLC | 45 | $8.00K | 0.00% | −185−80.4% | Reduced |
| Clear Investment Research, LLC | 41 | $8.09K | 0.01% | +41 | New |
| Ruedi Wealth Management, Inc. | 43 | $8.49K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 44 | $8.68K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 45 | $9.00K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 46 | $9.08K | 0.00% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 46 | $9.08K | 0.00% | +46 | New |
| Estabrook Capital Management | 47 | $9.28K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 47 | $9.28K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 48 | $9.47K | 0.01% | +48 | New |
| Beaird Harris Wealth Management, LLC | 49 | $9.67K | 0.00% | +49 | New |
| Stuart Chaussee & Associates, Inc. | 50 | $9.87K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 54 | $10.7K | 0.01% | +54 | New |
| Beacon Capital Management, LLC | 63 | $11.0K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 57 | $11.0K | 0.00% | −24−29.6% | Reduced |
| Carolinas Wealth Consulting LLC | 58 | $11.4K | 0.00% | +8+16.0% | Added |
| West Tower Group, LLC | 58 | $11.4K | 0.02% | −116−66.7% | Reduced |
| Focused Wealth Management, Inc | 58 | $11.4K | 0.00% | +32+123.1% | Added |
| Abich Financial Wealth Management LLC | 60 | $11.8K | 0.01% | +60 | New |
| Silicon Valley Capital Partners | 60 | $11.9K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 62 | $12.2K | 0.01% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 62 | $12.2K | 0.01% | +45+264.7% | Added |
| Globeflex Capital L P | 63 | $12.4K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 63 | $12.4K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 64 | $12.6K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 65 | $12.8K | 0.00% | −154−70.3% | Reduced |
| Raffa Wealth Management, LLC | 69 | $13.6K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 71 | $14.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 71 | $14.0K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 73 | $14.4K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 74 | $14.6K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 79 | $15.6K | 0.01% | +79 | New |
| Retirement Group, LLC | 80 | $15.8K | 0.01% | 00.0% | Unchanged |
| Laffer Tengler Investments | 80 | $15.8K | 0.00% | +80 | New |
| Adirondack Trust Co | 82 | $16.3K | 0.01% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 85 | $16.3K | 0.01% | +85 | New |
| Ranger Investment Management, L.P. | 84 | $16.6K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 84 | $16.6K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 86 | $17.0K | 0.00% | −9−9.5% | Reduced |
| Fairman Group, LLC | 89 | $17.6K | 0.02% | +89 | New |
| Aspire Private Capital, LLC | 90 | $17.8K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 91 | $18.0K | 0.00% | −96−51.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 92 | $18.2K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 92 | $18.2K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 92 | $18.2K | 0.01% | +23+33.3% | Added |
| Strengthening Families & Communities, LLC | 93 | $18.4K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 95 | $18.8K | 0.01% | +2+2.2% | Added |
| Archer Investment Corp | 96 | $18.9K | 0.01% | +12+14.3% | Added |
| Millburn Ridgefield Corp | 96 | $18.9K | 0.00% | −6−5.9% | Reduced |