| Dogwood Wealth Management LLC | 0 | $14 | 0.00% | 0 | Unchanged |
| First Personal Financial Services | 1 | $347 | 0.00% | +1 | New |
| Chesapeake Asset Management LLC | 2 | $692 | 0.00% | +2 | New |
| Migdal Insurance & Financial Holdings Ltd. | 2 | $1.00K | 0.00% | +2 | New |
| Picton Mahoney Asset Management | 3 | $1.00K | 0.00% | +3 | New |
| NVWM, LLC | 3 | $1.04K | 0.00% | −2−40.0% | Reduced |
| WestEnd Advisors, LLC | 3 | $1.04K | 0.00% | −1−25.0% | Reduced |
| Tucker Asset Management LLC | 3 | $1.04K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 3 | $1.04K | 0.00% | +3 | New |
| Macroview Investment Management LLC | 3 | $1.04K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 3 | $1.11K | 0.00% | +3 | New |
| Acima Private Wealth, LLC | 4 | $1.39K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 4 | $1.39K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 5 | $1.73K | 0.00% | −8−61.5% | Reduced |
| Abound Wealth Management | 6 | $1.91K | 0.00% | +3+100.0% | Added |
| Walleye Capital LLC | 6 | $2.08K | 0.00% | −33,109−100.0% | Reduced |
| Frazier Financial Advisors, LLC | 6 | $2.08K | 0.00% | −11−64.7% | Reduced |
| GoalVest Advisory LLC | 6 | $2.08K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 6 | $2.17K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 6 | $2.18K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 8 | $2.77K | 0.00% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 8 | $2.77K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 8 | $2.77K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 8 | $2.77K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 8 | $2.77K | 0.00% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 8 | $2.77K | 0.00% | +8 | New |
| Darwin Advisors, LLC | 8 | $2.81K | 0.00% | +8 | New |
| REAP Financial Group, LLC | 8 | $2.82K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 9 | $2.96K | 0.00% | +1+12.5% | Added |
| Cranbrook Wealth Management, LLC | 9 | $3.00K | 0.00% | 00.0% | Unchanged |
| Talon Private Wealth, LLC | 9 | $3.12K | 0.00% | +9 | New |
| Livelsberger Financial Advisory | 9 | $3.12K | 0.07% | +9 | New |
| Stephenson National Bank & Trust | 10 | $3.46K | 0.00% | +10 | New |
| True Wealth Design, LLC | 10 | $3.46K | 0.00% | −2,589−99.6% | Reduced |
| Semmax Financial Advisors Inc. | 11 | $3.75K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 11 | $3.81K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 11 | $3.81K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 11 | $3.81K | 0.00% | +3+37.5% | Added |
| Cornerstone Planning Group LLC | 13 | $4.01K | 0.00% | +2+18.2% | Added |
| Red Tortoise LLC | 12 | $4.16K | 0.00% | +12 | New |
| New Millennium Group LLC | 13 | $4.50K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 14 | $4.85K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 14 | $4.85K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 14 | $4.91K | 0.00% | +14 | New |
| Transamerica Financial Advisors, Inc. | 15 | $5.00K | 0.00% | +1+7.1% | Added |
| Wolff Wiese Magana LLC | 15 | $5.20K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 15 | $5.20K | 0.00% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 15 | $5.20K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 15 | $5.20K | 0.00% | +15 | New |
| Tradewinds Capital Management, LLC | 16 | $5.54K | 0.00% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 17 | $5.89K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 18 | $6.24K | 0.00% | −4−18.2% | Reduced |
| Hilltop National Bank | 18 | $6.24K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 18 | $6.24K | 0.00% | +8+80.0% | Added |
| Spectrum Wealth Counsel, LLC | 18 | $6.24K | 0.00% | +9+100.0% | Added |
| Valued Wealth Advisors LLC | 18 | $6.25K | 0.00% | +3+20.0% | Added |
| Peterson Financial Group, Inc. | 19 | $6.48K | 0.02% | +19 | New |
| BFSG, LLC | 19 | $6.65K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 20 | $6.93K | 0.00% | −6−23.1% | Reduced |
| SJS Investment Consulting Inc. | 20 | $6.93K | 0.00% | −1−4.8% | Reduced |
| Morgan Dempsey Capital Management LLC | 20 | $6.93K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 20 | $6.93K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 21 | $7.00K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 22 | $7.62K | 0.00% | −12−35.3% | Reduced |
| TD Capital Management LLC | 23 | $7.97K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 23 | $7.97K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 23 | $7.97K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 23 | $7.97K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 23 | $7.97K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 24 | $7.97K | 0.00% | +24 | New |
| Legacy Wealth Managment, LLC | 24 | $7.97K | 0.00% | +24 | New |
| Briaud Financial Planning, Inc | 24 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 25 | $8.66K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 27 | $9.35K | 0.00% | +27 | New |
| New Age Alpha Advisors, LLC | 28 | $9.70K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 29 | $10.0K | 0.00% | +3+11.5% | Added |
| Foster Dykema Cabot & Partners, LLC | 31 | $10.7K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 32 | $11.1K | 0.00% | −319−90.9% | Reduced |
| Eagle Bay Advisors LLC | 32 | $11.1K | 0.00% | 00.0% | Unchanged |
| Hara Capital LLC | 32 | $11.1K | 0.01% | +32 | New |
| Advantage Trust Co | 33 | $11.4K | 0.01% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 33 | $11.4K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 34 | $11.8K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 35 | $12.1K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 35 | $12.1K | 0.01% | 00.0% | Unchanged |
| Fairman Group, LLC | 35 | $12.1K | 0.01% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 35 | $12.1K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 37 | $12.8K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 39 | $13.4K | 0.00% | +4+11.4% | Added |
| Pacific Capital Wealth Advisors, Inc | 39 | $13.5K | 0.00% | −34−46.6% | Reduced |
| Bank & Trust Co | 39 | $13.5K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 40 | $13.9K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 43 | $14.9K | 0.00% | −60−58.3% | Reduced |
| Richard W. Paul & Associates, LLC | 43 | $14.9K | 0.01% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 44 | $15.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 45 | $15.6K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 45 | $15.7K | 0.00% | +3+7.1% | Added |
| Oliver Lagore Vanvalin Investment Group | 46 | $15.9K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 46 | $15.9K | 0.01% | +1+2.2% | Added |
| Cedar Mountain Advisors, LLC | 47 | $16.3K | 0.00% | 00.0% | Unchanged |