| Dogwood Wealth Management LLC | 0 | $18 | 0.00% | 0 | New |
| Kozak & Associates, Inc. | 0 | $45 | 0.00% | 0 | Unchanged |
| Impact Partnership Wealth, LLC | 2 | $599 | 0.00% | −7−77.8% | Reduced |
| Cordant, Inc. | 2 | $599 | 0.00% | +2 | New |
| Caitlin John, LLC | 2 | $599 | 0.00% | +2 | New |
| Tucker Asset Management LLC | 3 | $898 | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 3 | $898 | 0.00% | +3 | New |
| Macroview Investment Management LLC | 3 | $899 | 0.00% | −41−93.2% | Reduced |
| Neo Ivy Capital Management | 5 | $1.00K | 0.00% | −703−99.3% | Reduced |
| Ulland Investment Advisors, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 5 | $1.43K | 0.00% | −99−95.2% | Reduced |
| Ruedi Wealth Management, Inc. | 5 | $1.50K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 5 | $1.50K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 5 | $1.50K | 0.00% | +1+25.0% | Added |
| Criterion Capital Advisors, LLC | 5 | $1.50K | 0.00% | +5 | New |
| Sofos Investments, Inc. | 6 | $1.59K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 6 | $1.80K | 0.00% | −12−66.7% | Reduced |
| GoalVest Advisory LLC | 6 | $1.80K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 6 | $1.80K | 0.00% | +4+200.0% | Added |
| Vermillion & White Wealth Management Group, LLC | 6 | $1.85K | 0.00% | +6 | New |
| Financial Perspectives, Inc | 6 | $1.86K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 8 | $2.40K | 0.00% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 8 | $2.40K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 8 | $2.40K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 8 | $2.40K | 0.00% | +8 | New |
| Frazier Financial Advisors, LLC | 8 | $2.40K | 0.00% | +8 | New |
| REAP Financial Group, LLC | 8 | $2.41K | 0.00% | +8 | New |
| Burkett Financial Services, LLC | 8 | $2.44K | 0.00% | +8 | New |
| MB, Levis & Associates, LLC | 8 | $2.52K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 9 | $2.59K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 9 | $2.69K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 9 | $2.98K | 0.00% | −23−71.9% | Reduced |
| Greenwood Gearhart Inc | 10 | $3.00K | 0.00% | +10 | New |
| Livelsberger Financial Advisory | 10 | $3.00K | 0.00% | +10 | New |
| Creative Capital Management Investments LLC | 11 | $3.29K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 11 | $3.29K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 12 | $3.44K | 0.00% | +12 | New |
| Pinnacle Financial Partners Inc | 12 | $3.59K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 13 | $3.89K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 13 | $3.89K | 0.00% | +13 | New |
| Mark Sheptoff Financial Planning, LLC | 14 | $4.19K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 14 | $4.19K | 0.00% | +14 | New |
| Wolff Wiese Magana LLC | 15 | $4.49K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 15 | $4.49K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 15 | $4.49K | 0.00% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 15 | $4.49K | 0.00% | +15 | New |
| Life Planning Partners, Inc | 16 | $4.60K | 0.00% | +16 | New |
| Tradewinds Capital Management, LLC | 16 | $4.79K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 14 | $5.00K | 0.00% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 17 | $5.09K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 18 | $5.39K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 18 | $5.39K | 0.00% | +18 | New |
| BFSG, LLC | 19 | $5.68K | 0.00% | +19 | New |
| Level Financial Advisors, Inc. | 19 | $5.69K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 20 | $5.99K | 0.00% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 20 | $5.99K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 20 | $5.99K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 20 | $5.99K | 0.00% | +20 | New |
| Centerpoint Advisors, LLC | 21 | $6.00K | 0.00% | −10−32.3% | Reduced |
| Avion Wealth | 20 | $6.00K | 0.00% | −2−9.1% | Reduced |
| Dunhill Financial, LLC | 20 | $6.03K | 0.01% | +20 | New |
| TD Capital Management LLC | 23 | $6.89K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 23 | $6.89K | 0.00% | −1−4.2% | Reduced |
| Tower View Investment Management & Research LLC | 23 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 25 | $7.49K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 25 | $7.49K | 0.00% | −13−34.2% | Reduced |
| Morton Brown Family Wealth, LLC | 26 | $7.84K | 0.00% | +26 | New |
| Northwest Capital Management Inc | 28 | $8.38K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 28 | $8.51K | 0.00% | −17−37.8% | Reduced |
| Long Island Wealth Management, Inc. | 29 | $9.00K | 0.01% | +29 | New |
| Tennessee Valley Asset Management Partners | 31 | $9.17K | 0.00% | +31 | New |
| Core Wealth Advisors, Inc. | 31 | $9.28K | 0.00% | +31 | New |
| Foster Dykema Cabot & Partners, LLC | 31 | $9.28K | 0.00% | +31 | New |
| Park Place Capital Corp | 33 | $9.88K | 0.00% | −451−93.2% | Reduced |
| CNB Bank | 34 | $10.2K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 35 | $10.5K | 0.00% | −44−55.7% | Reduced |
| West Financial Advisors, LLC | 35 | $10.5K | 0.00% | −7−16.7% | Reduced |
| Nalls Sherbakoff Group, LLC | 35 | $10.5K | 0.01% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 35 | $10.5K | 0.01% | +35 | New |
| Fairman Group, LLC | 35 | $10.5K | 0.01% | +35 | New |
| Silicon Valley Capital Partners | 35 | $10.6K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 36 | $10.8K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 36 | $10.8K | 0.00% | +36 | New |
| Guardian Wealth Management, Inc. | 37 | $11.0K | 0.01% | +37 | New |
| SRS Capital Advisors, Inc. | 37 | $11.2K | 0.00% | −7−15.9% | Reduced |
| Sound Income Strategies, LLC | 38 | $11.4K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 38 | $11.4K | 0.01% | +38 | New |
| Eagle Bay Advisors LLC | 39 | $11.7K | 0.01% | −8−17.0% | Reduced |
| Investors Research Corp | 40 | $12.0K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 40 | $12.0K | 0.00% | 00.0% | Unchanged |
| Distillate Capital Partners LLC | 42 | $12.6K | 2.73% | 00.0% | Unchanged |
| Lee Financial Co | 44 | $13.2K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 44 | $13.2K | 0.00% | +33+300.0% | Added |
| DAGCO, Inc. | 44 | $13.2K | 0.01% | +44 | New |
| Dynamic Wealth Strategies, LLC | 44 | $13.2K | 0.01% | +44 | New |
| Creative Financial Designs Inc | 45 | $13.5K | 0.00% | +5+12.5% | Added |
| Private Wealth Management Group, LLC | 45 | $13.5K | 0.01% | +45 | New |
| Laffer Tengler Investments | 46 | $13.8K | 0.00% | +46 | New |
| Cedar Mountain Advisors, LLC | 47 | $14.1K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 47 | $14.1K | 0.01% | 00.0% | Unchanged |