| Legacy Bridge, LLC | 1 | $152 | 0.00% | +1 | New |
| West Branch Capital LLC | 1 | $173 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2 | $345 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 2 | $345 | 0.00% | +2 | New |
| Quest 10 Wealth Builders, Inc. | 3 | $454 | 0.00% | +3 | New |
| Logan Capital Management Inc | 3 | $516 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 3 | $516 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 3 | $516 | 0.00% | 00.0% | Unchanged |
| Greenline Partners, LLC | 3 | $516 | 0.00% | +3 | New |
| Kestra Investment Management, LLC | 3 | $517 | 0.00% | −4−57.1% | Reduced |
| WealthTrak Capital Management LLC | 3 | $517 | 0.00% | −1−25.0% | Reduced |
| Redwood Park Advisors LLC | 3 | $517 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 4 | $644 | 0.00% | −2−33.3% | Reduced |
| UMA Financial Services, Inc. | 4 | $689 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 5 | $860 | 0.00% | +5 | New |
| Richardson Financial Services Inc. | 5 | $861 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 6 | $1.03K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 6 | $1.03K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 6 | $1.03K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 6 | $1.03K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 6 | $1.03K | 0.00% | +4+200.0% | Added |
| First Pacific Financial | 6 | $1.03K | 0.00% | +6 | New |
| Bare Financial Services, Inc | 6 | $1.03K | 0.00% | +6 | New |
| Winnow Wealth LLC | 7 | $1.06K | 0.00% | +2+40.0% | Added |
| Motco | 7 | $1.21K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 7 | $1.21K | 0.00% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 7 | $1.21K | 0.00% | +7 | New |
| Carolina Wealth Advisors, LLC | 8 | $1.38K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 9 | $1.55K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 10 | $1.72K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 10 | $1.72K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 10 | $1.72K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $1.72K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 10 | $1.72K | 0.00% | +10 | New |
| Garde Capital, Inc. | 10 | $1.72K | 0.00% | +10 | New |
| Rosenberg Matthew Hamilton | 11 | $1.89K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 11 | $1.91K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 13 | $2.11K | 0.00% | +5+62.5% | Added |
| Trifecta Capital Advisors, LLC | 13 | $2.24K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 13 | $2.24K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 13 | $2.24K | 0.00% | +13 | New |
| Valued Wealth Advisors LLC | 13 | $2.25K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 14 | $2.41K | 0.00% | −3−17.6% | Reduced |
| Bokf, NA | 15 | $2.58K | 0.00% | −1−6.3% | Reduced |
| MPWM Advisory Solutions, LLC | 15 | $2.58K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 15 | $2.58K | 0.00% | +6+66.7% | Added |
| Rakuten Securities, Inc. | 15 | $2.58K | 0.00% | +15 | New |
| Sierra Ocean, LLC | 16 | $2.76K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 17 | $2.93K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 17 | $2.93K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 21 | $3.00K | 0.00% | −587−96.5% | Reduced |
| Hughes Financial Services, LLC | 18 | $3.09K | 0.00% | +18 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 18 | $3.10K | 0.00% | +8+80.0% | Added |
| SJS Investment Consulting Inc. | 18 | $3.10K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 18 | $3.10K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 18 | $3.10K | 0.00% | +5+38.5% | Added |
| Global Financial Private Client, LLC | 21 | $3.62K | 0.00% | +10+90.9% | Added |
| St Germain D J Co Inc | 21 | $3.62K | 0.00% | +21 | New |
| Avion Wealth | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 25 | $4.00K | 0.00% | +25 | New |
| Beacon Capital Management, LLC | 24 | $4.16K | 0.00% | 00.0% | Unchanged |
| Banque Transatlantique SA | 25 | $4.30K | 0.00% | −183−88.0% | Reduced |
| AdvisorNet Financial, Inc | 26 | $4.48K | 0.00% | −191−88.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 26 | $4.48K | 0.00% | −12−31.6% | Reduced |
| MorganRosel Wealth Management, LLC | 27 | $4.65K | 0.00% | +27 | New |
| Grove Bank & Trust | 29 | $4.99K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 29 | $4.99K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 29 | $5.00K | 0.00% | −9−23.7% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 30 | $5.16K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 77 | $5.34K | 0.00% | +46+148.4% | Added |
| Sachetta, LLC | 32 | $5.51K | 0.00% | −3−8.6% | Reduced |
| McIlrath & Eck, LLC | 33 | $5.68K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 33 | $5.68K | 0.00% | +33 | New |
| C M Bidwell & Associates Ltd | 35 | $6.03K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 36 | $6.20K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 36 | $6.20K | 0.00% | +5+16.1% | Added |
| CoreCap Advisors, LLC | 36 | $6.20K | 0.00% | +11+44.0% | Added |
| Activest Wealth Management | 36 | $6.20K | 0.00% | +34+1,700.0% | Added |
| Robinswood Financial LLC | 41 | $7.08K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 42 | $7.23K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 43 | $7.40K | 0.01% | −21−32.8% | Reduced |
| Gables Capital Management Inc. | 44 | $7.57K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 44 | $7.57K | 0.00% | +44 | New |
| Westend Capital Management, LLC | 47 | $8.09K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 48 | $8.26K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 50 | $8.61K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 53 | $9.12K | 0.01% | −7−11.7% | Reduced |
| Cherry Tree Wealth Management, LLC | 53 | $9.12K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 53 | $9.12K | 0.00% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 54 | $9.30K | 0.01% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 55 | $9.47K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 57 | $9.76K | 0.00% | −4−6.6% | Reduced |
| TFC Financial Management | 62 | $10.7K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 70 | $12.1K | 0.01% | +70 | New |
| Center for Financial Planning, Inc. | 71 | $12.2K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 73 | $12.6K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 73 | $12.6K | 0.01% | 00.0% | Unchanged |
| Transce3nd, LLC | 73 | $12.6K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 73 | $12.6K | 0.00% | −4−5.2% | Reduced |