| Comprehensive Financial Planning, Inc. | 1 | $297 | 0.00% | +1 | New |
| LMR Partners LLP | 3 | $890 | 0.00% | −31−91.2% | Reduced |
| Vista Private Wealth Partners. LLC | 3 | $891 | 0.00% | +3 | New |
| Transamerica Financial Advisors, Inc. | 3 | $1.00K | 0.00% | −2−40.0% | Reduced |
| Sugar Maple Asset Management, LLC | 4 | $1.19K | 0.00% | +4 | New |
| Syntax Research, Inc. | 5 | $1.49K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 6 | $1.78K | 0.00% | +1+20.0% | Added |
| WestEnd Advisors, LLC | 6 | $1.78K | 0.00% | +2+50.0% | Added |
| Noble Wealth Management PBC | 6 | $1.78K | 0.00% | +6 | New |
| NBC Securities, Inc. | 6 | $2.07K | 0.19% | −7,008−99.9% | Reduced |
| Parkworth Wealth Management, Inc. | 7 | $2.08K | 0.00% | +7 | New |
| Crowley Wealth Management, Inc. | 8 | $2.37K | 0.00% | +8 | New |
| JDM Financial Group LLC | 9 | $2.67K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 9 | $2.67K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 10 | $3.06K | 0.00% | −10−50.0% | Reduced |
| Bear Mountain Capital, Inc. | 10 | $3.26K | 0.00% | +10 | New |
| Winnow Wealth LLC | 13 | $3.63K | 0.00% | +13 | New |
| Pineridge Advisors LLC | 13 | $3.86K | 0.00% | −2−13.3% | Reduced |
| Painted Porch Advisors LLC | 14 | $4.16K | 0.00% | +14 | New |
| PayPay Securities Corp | 15 | $4.45K | 0.19% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 15 | $4.45K | 0.00% | +15 | New |
| LSV Asset Management | 16 | $5.00K | 0.00% | +16 | New |
| Conquis Financial LLC | 18 | $5.34K | 0.01% | +18 | New |
| Redwood Park Advisors LLC | 18 | $5.34K | 0.00% | +18 | New |
| Insight Financial Services | 20 | $5.93K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 20 | $5.95K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 24 | $7.12K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 24 | $7.12K | 0.01% | +24 | New |
| First United Bank Trust | 25 | $7.42K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 25 | $7.54K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 28 | $8.00K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 27 | $8.01K | 0.01% | −271−90.9% | Reduced |
| Aviso Financial Inc. | 27 | $8.01K | 0.00% | −189−87.5% | Reduced |
| Modus Advisors, LLC | 27 | $8.01K | 0.00% | +27 | New |
| Halbert Hargrove Global Advisors, LLC | 28 | $8.31K | 0.00% | +28 | New |
| Frazier Financial Advisors, LLC | 28 | $8.33K | 0.01% | −13−31.7% | Reduced |
| Operose Advisors LLC | 30 | $8.90K | 0.00% | −98−76.6% | Reduced |
| Hallmark Capital Management Inc | 30 | $8.90K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 30 | $8.90K | 0.01% | +30 | New |
| Red Tortoise LLC | 32 | $9.50K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 33 | $9.79K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 36 | $10.0K | 0.01% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 36 | $10.7K | 0.01% | +36 | New |
| Davis Capital Management | 38 | $11.3K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 40 | $11.9K | 0.00% | 00.0% | Unchanged |
| Alexis Investment Partners, LLC | 40 | $11.9K | 0.01% | +40 | New |
| Robinswood Financial LLC | 41 | $12.2K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 42 | $12.5K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 43 | $12.7K | 0.01% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 44 | $13.0K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 44 | $13.1K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 44 | $13.1K | 0.01% | −11−20.0% | Reduced |
| FPC Investment Advisory, Inc. | 42 | $13.3K | 0.01% | +31+281.8% | Added |
| Carolinas Wealth Consulting LLC | 45 | $13.4K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 45 | $13.4K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 47 | $13.9K | 0.00% | −8−14.5% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 47 | $14.2K | 0.01% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 50 | $14.8K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 50 | $14.8K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 53 | $15.7K | 0.00% | −6,507−99.2% | Reduced |
| Legacy Investment Solutions, LLC | 50 | $15.8K | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 50 | $15.8K | 0.01% | 00.0% | Unchanged |
| Hurley Capital, LLC | 54 | $16.9K | 0.01% | +54 | New |
| Rogco, LP | 60 | $17.8K | 0.01% | 00.0% | Unchanged |
| Kennebec Savings Bank | 60 | $17.8K | 0.02% | −46−43.4% | Reduced |
| Anfield Capital Management, LLC | 63 | $18.7K | 0.01% | +63 | New |
| Prudent Man Investment Management, Inc. | 64 | $19.0K | 0.01% | +64 | New |
| Ogorek Anthony Joseph | 65 | $19.0K | 0.01% | +40+160.0% | Added |
| PFS Partners, LLC | 75 | $22.3K | 0.01% | 00.0% | Unchanged |
| Transce3nd, LLC | 76 | $22.6K | 0.01% | +76 | New |
| Geo Capital Gestora de Recursos Ltd | 78 | $23.0K | 0.03% | 00.0% | Unchanged |
| Estabrook Capital Management | 84 | $24.9K | 0.00% | −2,160−96.3% | Reduced |
| S&T Bank | 85 | $25.2K | 0.01% | +85 | New |
| Cranbrook Wealth Management, LLC | 87 | $25.8K | 0.01% | +24+38.1% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 88 | $26.1K | 0.05% | −82−48.2% | Reduced |
| TruNorth Capital Management, LLC | 89 | $26.4K | 0.01% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 90 | $26.7K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 91 | $27.0K | 0.00% | −121−57.1% | Reduced |
| Investment Management Corp | 97 | $28.8K | 0.03% | +97 | New |
| Investment Research & Advisory Group, Inc. | 999 | $29.4K | 0.01% | +900+909.1% | Added |
| Stuart Chaussee & Associates, Inc. | 100 | $29.7K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 100 | $29.7K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 100 | $29.7K | 0.01% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 100 | $29.7K | 0.69% | +100 | New |
| American Capital Advisory, LLC | 101 | $29.8K | 0.02% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 103 | $30.6K | 0.00% | −814−88.8% | Reduced |
| REAP Financial Group, LLC | 103 | $30.6K | 0.01% | +1+1.0% | Added |
| Granite FO LLC | 104 | $30.9K | 0.02% | 00.0% | Unchanged |
| Bray Capital Advisors | 108 | $32.1K | 0.01% | 00.0% | Unchanged |
| Sellwood Investment Partners LLC | 110 | $32.6K | 0.02% | +110 | New |
| Murphy & Mullick Capital Management Corp | 112 | $33.2K | 0.03% | +112 | New |
| True Wealth Design, LLC | 114 | $33.9K | 0.01% | +6+5.6% | Added |
| DHJJ Financial Advisors, Ltd. | 116 | $34.4K | 0.01% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 120 | $35.6K | 0.18% | +120 | New |
| Activest Wealth Management | 123 | $36.5K | 0.01% | −34−21.7% | Reduced |
| Archer Investment Corp | 124 | $36.9K | 0.01% | −5−3.9% | Reduced |
| Curio Wealth, LLC | 125 | $37.1K | 0.02% | +125 | New |
| Delos Wealth Advisors, LLC | 126 | $37.4K | 0.03% | +26+26.0% | Added |
| Vermillion & White Wealth Management Group, LLC | 128 | $38.1K | 0.03% | 00.0% | Unchanged |
| Financial Life Planners | 129 | $38.3K | 0.03% | +129 | New |
