| Dogwood Wealth Management LLC | 0 | $6 | 0.00% | 0 | Unchanged |
| Y.D. More Investments Ltd | 121 | $92 | 0.00% | +6+5.2% | Added |
| Mendota Financial Group, LLC | 1 | $282 | 0.00% | +1 | New |
| Annapolis Financial Services, LLC | 2 | $552 | 0.00% | +2 | New |
| Chesapeake Asset Management LLC | 2 | $562 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 2 | $563 | 0.00% | +1+100.0% | Added |
| Concord Wealth Partners | 2 | $563 | 0.00% | +2 | New |
| Strengthening Families & Communities, LLC | 3 | $844 | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 3 | $845 | 0.00% | +3 | New |
| Harvest Fund Management Co., Ltd | 3 | $1.00K | 0.00% | −17−85.0% | Reduced |
| Carolina Wealth Advisors, LLC | 4 | $1.13K | 0.00% | +4 | New |
| JDM Financial Group LLC | 4 | $1.13K | 0.00% | +4 | New |
| GHP Investment Advisors, Inc. | 5 | $1.41K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 5 | $1.41K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 5 | $1.41K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 5 | $1.41K | 0.00% | +5 | New |
| Wolff Wiese Magana LLC | 5 | $1.41K | 0.00% | +5 | New |
| FPC Investment Advisory, Inc. | 5 | $1.44K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 6 | $1.69K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 6 | $1.69K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 7 | $1.97K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 9 | $2.53K | 0.00% | +5+125.0% | Added |
| Jaffetilchin Investment Partners, LLC | 10 | $2.81K | 0.00% | +10 | New |
| C M Bidwell & Associates Ltd | 12 | $3.38K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 13 | $3.66K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 14 | $3.94K | 0.00% | +3+27.3% | Added |
| Capital Performance Advisors LLP | 14 | $3.98K | 0.00% | +14 | New |
| Avion Wealth | 16 | $4.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 15 | $4.22K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 15 | $4.22K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 16 | $4.47K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 16 | $4.50K | 0.00% | +1+6.7% | Added |
| Claris Advisors, LLC | 16 | $4.50K | 0.00% | +16 | New |
| Valued Wealth Advisors LLC | 18 | $5.07K | 0.00% | +2+12.5% | Added |
| Eagle Bay Advisors LLC | 19 | $5.32K | 0.00% | −1−5.0% | Reduced |
| FWL Investment Management, LLC | 19 | $5.35K | 0.00% | +19 | New |
| Solstein Capital, LLC | 20 | $5.63K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 20 | $5.63K | 0.00% | +20 | New |
| Godsey & Gibb Associates | 20 | $5.63K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 21 | $6.00K | 0.00% | +2+10.5% | Added |
| Addison Advisors LLC | 24 | $6.75K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 24 | $6.75K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 25 | $7.03K | 0.00% | −3−10.7% | Reduced |
| Salem Investment Counselors Inc | 25 | $7.04K | 0.00% | +10+66.7% | Added |
| Pineridge Advisors LLC | 25 | $7.05K | 0.00% | −19−43.2% | Reduced |
| Raffa Wealth Management, LLC | 26 | $7.32K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 27 | $7.60K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 27 | $7.67K | 0.00% | +1+3.8% | Added |
| Northwest Investment Counselors, LLC | 30 | $8.44K | 0.00% | +30 | New |
| First Financial Corp | 31 | $8.72K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 32 | $9.00K | 0.00% | −6−15.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 33 | $9.29K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 34 | $9.57K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 34 | $9.64K | 0.00% | +2+6.3% | Added |
| Johnson Financial Group, Inc. | 37 | $10.4K | 0.00% | +22+146.7% | Added |
| Cape Investment Advisory, Inc. | 38 | $10.7K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 39 | $11.0K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 42 | $11.0K | 0.00% | +42 | New |
| Beaird Harris Wealth Management, LLC | 41 | $11.5K | 0.00% | −72−63.7% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 42 | $11.8K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 42 | $11.8K | 0.00% | +11+35.5% | Added |
| Groupama Asset Managment | 53 | $12.0K | 0.00% | +53 | New |
| Hazlett, Burt & Watson, Inc. | 46 | $13.0K | 0.01% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 49 | $13.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 55 | $15.0K | 0.00% | +27+96.4% | Added |
| Criterion Capital Advisors, LLC | 60 | $15.6K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 56 | $15.8K | 0.00% | +56 | New |
| Asset Dedication, LLC | 58 | $16.3K | 0.00% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 60 | $16.9K | 0.01% | +60 | New |
| SRS Capital Advisors, Inc. | 60 | $17.0K | 0.00% | −1−1.6% | Reduced |
| Global Financial Private Client, LLC | 61 | $17.2K | 0.01% | +18+41.9% | Added |
| Financial Management Professionals, Inc. | 66 | $19.0K | 0.00% | +5+8.2% | Added |
| Altshuler Shaham Ltd | 72 | $20.3K | 0.00% | −9−11.1% | Reduced |
| Meeder Asset Management Inc | 73 | $20.5K | 0.00% | +6+9.0% | Added |
| Planned Solutions, Inc. | 74 | $20.8K | 0.01% | +74 | New |
| Bogart Wealth, LLC | 75 | $21.2K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 78 | $21.9K | 0.00% | +8+11.4% | Added |
| JFS Wealth Advisors, LLC | 82 | $23.1K | 0.00% | +2+2.5% | Added |
| Creekmur Asset Management LLC | 90 | $25.2K | 0.01% | −17−15.9% | Reduced |
| Strategic Investment Solutions, Inc. | 93 | $26.2K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 93 | $26.2K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 96 | $27.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 96 | $27.0K | 0.02% | +1+1.1% | Added |
| Evergreen Private Wealth LLC | 96 | $27.0K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 103 | $28.0K | 0.03% | +87+543.8% | Added |
| Mark Sheptoff Financial Planning, LLC | 100 | $28.1K | 0.01% | 00.0% | Unchanged |
| Disciplina Capital Management LLC | 101 | $28.4K | 0.00% | −46−31.3% | Reduced |
| Rakuten Securities, Inc. | 102 | $28.7K | 0.01% | +87+580.0% | Added |
| WR Wealth Planners, LLC | 103 | $29.0K | 0.01% | +20+24.1% | Added |
| Ogorek Anthony Joseph | 109 | $30.0K | 0.01% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 107 | $30.1K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 109 | $30.7K | 0.00% | −18−14.2% | Reduced |
| DiNuzzo Private Wealth, Inc. | 110 | $31.0K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 111 | $31.4K | 0.00% | −1−0.9% | Reduced |
| Rise Advisors, LLC | 113 | $31.7K | 0.02% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 119 | $33.5K | 0.08% | −221−65.0% | Reduced |
| Farmers & Merchants Investments Inc | 122 | $34.3K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 122 | $34.3K | 0.01% | −2−1.6% | Reduced |
| Oarsman Capital, Inc. | 124 | $34.9K | 0.01% | +124 | New |
| Versant Capital Management, Inc | 127 | $35.7K | 0.01% | 00.0% | Unchanged |
