| Householder Group Estate & Retirement Specialist, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $130 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 5 | $216 | 0.00% | +5 | New |
| Assetmark, Inc | 9 | $389 | 0.00% | +7+350.0% | Added |
| Tompkins Financial Corp | 10 | $432 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 10 | $432 | 0.00% | +10 | New |
| True Wealth Design, LLC | 11 | $476 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 12 | $519 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 14 | $593 | 0.00% | +14 | New |
| AdvisorNet Financial, Inc | 14 | $605 | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 17 | $735 | 0.00% | +17 | New |
| Financial Synergies Wealth Advisors, Inc. | 13 | $738 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 20 | $865 | 0.00% | +20 | New |
| Larson Financial Group LLC | 23 | $994 | 0.00% | +3+15.0% | Added |
| JJJ Advisors Inc. | 26 | $1.12K | 0.00% | +26 | New |
| Versant Capital Management, Inc | 28 | $1.21K | 0.00% | −17−37.8% | Reduced |
| Valued Wealth Advisors LLC | 35 | $1.44K | 0.00% | +35 | New |
| DiNuzzo Private Wealth, Inc. | 41 | $1.77K | 0.00% | +41 | New |
| Venturi Wealth Management, LLC | 43 | $1.86K | 0.00% | −183−81.0% | Reduced |
| Advantage Trust Co | 45 | $1.95K | 0.00% | +45 | New |
| MCF Advisors LLC | 50 | $2.16K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 51 | $2.21K | 0.00% | +16+45.7% | Added |
| New Millennium Group LLC | 55 | $2.36K | 0.00% | +1+1.9% | Added |
| Manchester Capital Management LLC | 61 | $2.64K | 0.00% | +58+1,933.3% | Added |
| Northwest Financial Advisors | 64 | $2.77K | 0.00% | +64 | New |
| Richard W. Paul & Associates, LLC | 65 | $2.81K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 69 | $2.98K | 0.00% | −950−93.2% | Reduced |
| Raffa Wealth Management, LLC | 69 | $2.98K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 63 | $3.00K | 0.00% | −18−22.2% | Reduced |
| FNY Investment Advisers, LLC | 73 | $3.00K | 0.00% | +73 | New |
| Quarry LP | 75 | $3.24K | 0.00% | +75 | New |
| Lee Financial Co | 77 | $3.33K | 0.00% | +77 | New |
| PayPay Securities Corp | 81 | $3.54K | 0.17% | +25+44.6% | Added |
| SRS Capital Advisors, Inc. | 83 | $3.59K | 0.00% | +59+245.8% | Added |
| Roble, Belko & Company, Inc | 86 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 108 | $4.00K | 0.00% | +108 | New |
| Wetzel Investment Advisors, Inc. | 100 | $4.00K | 0.00% | +100 | New |
| Central Trust Co | 100 | $4.32K | 0.00% | −965−90.6% | Reduced |
| Pinnacle Bancorp, Inc. | 100 | $4.32K | 0.00% | −264−72.5% | Reduced |
| Delta Asset Management LLC | 100 | $4.32K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 100 | $4.32K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 103 | $4.46K | 0.00% | −225−68.6% | Reduced |
| First Command Advisory Services, Inc. | 108 | $4.67K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 111 | $4.80K | 0.00% | +111 | New |
| Glen Eagle Advisors, LLC | 130 | $5.61K | 0.00% | +1+0.8% | Added |
| Farmers & Merchants Investments Inc | 137 | $5.92K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 138 | $5.97K | 0.00% | +138 | New |
| Byrne Asset Management LLC | – | $6.43K | 0.00% | – | – |
| Nordwand Advisors, LLC | 150 | $6.49K | 0.00% | +150 | New |
| Carolinas Wealth Consulting LLC | 6,611 | $6.61K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 172 | $7.00K | 0.00% | −240−58.3% | Reduced |
| Ossiam | 169 | $7.31K | 0.00% | −599−78.0% | Reduced |
| Harbour Investments, Inc. | 171 | $7.39K | 0.00% | +60+54.1% | Added |
| Bell Investment Advisors, Inc | 176 | $7.61K | 0.00% | +83+89.2% | Added |
| MV Capital Management, Inc. | 179 | $7.74K | 0.00% | −37−17.1% | Reduced |
| Sound Income Strategies, LLC | 182 | $7.87K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 183 | $7.91K | 0.00% | −69−27.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 184 | $7.95K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 185 | $8.05K | 0.00% | +31+20.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 193 | $8.34K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 193 | $8.34K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 202 | $8.42K | 0.00% | +202 | New |
| Godsey & Gibb Associates | 200 | $8.65K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 200 | $8.65K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 200 | $8.65K | 0.01% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 200 | $8.65K | 0.01% | +200 | New |
| Zions Bancorporation, N.A. | 208 | $8.99K | 0.00% | −73−26.0% | Reduced |
| City State Bank | 215 | $9.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 210 | $9.08K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 223 | $9.64K | 0.01% | +223 | New |
| Citizens National Bank Trust Department | 225 | $9.73K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 229 | $9.90K | 0.00% | +5+2.2% | Added |
| Pacifica Partners Inc. | 260 | $10.5K | 0.01% | +260 | New |
| Pflug Koory, LLC | 250 | $10.8K | 0.01% | −200−44.4% | Reduced |
| Centennial Bank | 250 | $10.8K | 0.01% | −13−4.9% | Reduced |
| First Personal Financial Services | 250 | $10.8K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 250 | $10.8K | 0.00% | +250 | New |
| Tower View Investment Management & Research LLC | 262 | $11.0K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 268 | $11.6K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 271 | $11.7K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 277 | $12.0K | 0.00% | +51+22.6% | Added |
| Covestor Ltd | 277 | $12.0K | 0.01% | +3+1.1% | Added |
| Clearstead Advisors, LLC | 290 | $12.5K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 291 | $12.6K | 0.00% | +291 | New |
| Optimum Investment Advisors | 300 | $13.0K | 0.01% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 300 | $13.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 300 | $13.0K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 306 | $13.2K | 0.00% | +306 | New |
| Turtle Creek Wealth Advisors, LLC | 311 | $13.4K | 0.00% | +311 | New |
| Coston, McIsaac & Partners | 324 | $14.0K | 0.00% | +2+0.6% | Added |
| Barrett & Company, Inc. | 340 | $14.7K | 0.01% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 350 | $15.1K | 0.01% | +350 | New |
| WealthCollab, LLC | 352 | $15.2K | 0.01% | +352 | New |
| TD Private Client Wealth LLC | 389 | $16.8K | 0.00% | −49−11.2% | Reduced |
| Clear Street Markets LLC | 400 | $17.0K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 400 | $17.3K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 400 | $17.3K | 0.00% | −100−20.0% | Reduced |
| Transcendent Capital Group LLC | 400 | $17.3K | 0.01% | +400 | New |
| Principal Securities, Inc. | 415 | $17.9K | 0.00% | +415 | New |
| Desjardins Global Asset Management Inc. | 441 | $19.1K | 0.00% | +2+0.5% | Added |