| GFG Capital, LLC | 2,167 | $0 | 0.00% | +521+31.7% | Added |
| Tfo-TDC, LLC | 1 | $169 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $173 | 0.00% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 52,191 | $312 | 0.01% | +52,191 | New |
| Breakwater Investment Management | 2 | $339 | 0.00% | +2 | New |
| TD Capital Management LLC | 3 | $508 | 0.00% | +3 | New |
| Gradient Investments LLC | 5 | $846 | 0.00% | −19−79.2% | Reduced |
| Voisard Asset Management Group, Inc. | 5 | $847 | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 5 | $847 | 0.00% | +5 | New |
| ClariVest Asset Management LLC | 6 | $1.01K | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 6 | $1.02K | 0.00% | +6 | New |
| WestEnd Advisors, LLC | 7 | $1.18K | 0.00% | −1−12.5% | Reduced |
| WealthCollab, LLC | 7 | $1.19K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 8 | $1.35K | 0.00% | −4−33.3% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 8 | $1.35K | 0.00% | +8 | New |
| RFP Financial Group LLC | 8 | $1.35K | 0.00% | +8 | New |
| Core Wealth Advisors, Inc. | 9 | $1.52K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 11 | $1.86K | 0.00% | +11 | New |
| Winch Advisory Services, LLC | 11 | $1.89K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 12 | $2.03K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 12 | $2.03K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 13 | $2.20K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 14 | $2.35K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 14 | $2.37K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 14 | $2.37K | 0.00% | −3−17.6% | Reduced |
| Scarborough Advisors, LLC | 14 | $2.37K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 14 | $2.37K | 0.00% | +6+75.0% | Added |
| Aspect Partners, LLC | 15 | $2.54K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 16 | $2.71K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 16 | $2.71K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 16 | $2.71K | 0.00% | +16 | New |
| Pineridge Advisors LLC | 18 | $3.05K | 0.00% | −9−33.3% | Reduced |
| Frank, Rimerman Advisors LLC | 19 | $3.21K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 19 | $3.21K | 0.00% | +16+533.3% | Added |
| Altshuler Shaham Ltd | 20 | $3.38K | 0.00% | +20 | New |
| Provenance Wealth Advisors, LLC | 22 | $3.72K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 23 | $3.89K | 0.00% | −69−75.0% | Reduced |
| Northwest Capital Management Inc | 23 | $3.90K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 23 | $3.97K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 26 | $4.00K | 0.00% | −19−42.2% | Reduced |
| First Command Advisory Services, Inc. | 27 | $4.06K | 0.00% | +27 | New |
| SJS Investment Consulting Inc. | 24 | $4.06K | 0.00% | +3+14.3% | Added |
| First Financial Corp | 25 | $4.23K | 0.00% | −192−88.5% | Reduced |
| WR Wealth Planners, LLC | 26 | $4.40K | 0.00% | +26 | New |
| Evermay Wealth Management LLC | 28 | $4.74K | 0.00% | −119−81.0% | Reduced |
| Creative Capital Management Investments LLC | 28 | $4.74K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 29 | $4.91K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 30 | $5.08K | 0.25% | +1+3.4% | Added |
| Hexagon Capital Partners LLC | 30 | $5.08K | 0.00% | +30 | New |
| DiNuzzo Private Wealth, Inc. | 30 | $5.08K | 0.00% | +1+3.4% | Added |
| Fortitude Family Office, LLC | 32 | $5.42K | 0.00% | −16−33.3% | Reduced |
| Accordant Advisory Group Inc | 32 | $5.42K | 0.00% | +32 | New |
| JDM Financial Group LLC | 33 | $5.58K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 34 | $5.75K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 35 | $5.92K | 0.00% | +35 | New |
| Penserra Capital Management LLC | 36 | $6.00K | 0.00% | −2,089−98.3% | Reduced |
| Kathleen S. Wright Associates Inc. | 37 | $6.26K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 38 | $6.43K | 0.00% | −16−29.6% | Reduced |
| Gilliland Jeter Wealth Management LLC | 38 | $6.43K | 0.00% | +38 | New |
| Semmax Financial Advisors Inc. | 40 | $6.73K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 40 | $6.77K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 40 | $6.77K | 0.00% | −9−18.4% | Reduced |
| Wolff Wiese Magana LLC | 40 | $6.77K | 0.01% | 00.0% | Unchanged |
| BFSG, LLC | 41 | $6.94K | 0.00% | +41 | New |
| Householder Group Estate & Retirement Specialist, LLC | 45 | $7.67K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 46 | $7.78K | 0.01% | 00.0% | Unchanged |
| Granite FO LLC | 44 | $8.05K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 48 | $8.10K | 0.00% | −32−40.0% | Reduced |
| Piscataqua Savings Bank | 50 | $8.46K | 0.01% | +50 | New |
| Caldwell Sutter Capital, Inc. | 50 | $8.46K | 0.00% | −42−45.7% | Reduced |
| Stuart Chaussee & Associates, Inc. | 50 | $8.46K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 52 | $8.80K | 0.00% | +5+10.6% | Added |
| Dixon Mitchell Investment Counsel Inc. | 52 | $8.80K | 0.00% | +52 | New |
| Sofos Investments, Inc. | 54 | $9.35K | 0.00% | +44+440.0% | Added |
| Quarry LP | 56 | $9.48K | 0.00% | −100−64.1% | Reduced |
| Chesapeake Asset Management LLC | 58 | $9.98K | 0.01% | +58 | New |
| Fortis Group Advisors, LLC | 60 | $10.2K | 0.00% | −60−50.0% | Reduced |
| Abich Financial Wealth Management LLC | 60 | $10.2K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 60 | $10.2K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 62 | $10.5K | 0.01% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 62 | $10.5K | 0.01% | 00.0% | Unchanged |
| Globeflex Capital L P | 63 | $10.7K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 63 | $10.7K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 64 | $10.8K | 0.00% | +53+481.8% | Added |
| Avion Wealth | 60 | $11.0K | 0.00% | +3+5.3% | Added |
| Ransom Advisory, Ltd | 69 | $11.7K | 0.01% | +69 | New |
| Thompson Investment Management, Inc. | 71 | $12.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 71 | $12.0K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 73 | $12.4K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 74 | $12.5K | 0.01% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 75 | $12.5K | 0.01% | +75 | New |
| DAGCO, Inc. | 75 | $12.7K | 0.01% | +75 | New |
| Northwest Investment Counselors, LLC | 77 | $13.0K | 0.00% | +77 | New |
| Retirement Group, LLC | 80 | $13.5K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 82 | $13.9K | 0.01% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 85 | $14.0K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 84 | $14.2K | 0.01% | +5+6.3% | Added |
| Creative Financial Designs Inc | 84 | $14.2K | 0.00% | −14−14.3% | Reduced |
| Delos Wealth Advisors, LLC | 85 | $14.4K | 0.02% | +81+2,025.0% | Added |
| First Pacific Financial | 88 | $14.9K | 0.00% | +4+4.8% | Added |