| High Note Wealth, LLC | 2 | $153 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 2 | $153 | 0.00% | 00.0% | Unchanged |
| Greenline Partners, LLC | 2 | $153 | 0.00% | +2 | New |
| Bear Mountain Capital, Inc. | 3 | $223 | 0.00% | +3 | New |
| Bellwether Advisors, LLC | 4 | $306 | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 4 | $306 | 0.00% | +4 | New |
| Kiker Wealth Management, LLC | 4 | $306 | 0.00% | +4 | New |
| Chesapeake Asset Management LLC | 5 | $382 | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 5 | $383 | 0.00% | +5 | New |
| SOA Wealth Advisors, LLC. | 5 | $404 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 6 | $459 | 0.00% | +6 | New |
| Perkins Coie Trust Co | 7 | $535 | 0.00% | +7 | New |
| WestEnd Advisors, LLC | 7 | $536 | 0.00% | +5+250.0% | Added |
| TFC Financial Management | 8 | $612 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 8 | $612 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 8 | $612 | 0.00% | +1+14.3% | Added |
| MPWM Advisory Solutions, LLC | 9 | $689 | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 9 | $689 | 0.00% | 00.0% | Unchanged |
| American National Bank | 10 | $765 | 0.00% | +10 | New |
| Bay Harbor Wealth Management, LLC | 13 | $994 | 0.00% | +13 | New |
| Financial Network Wealth Advisors LLC | 13 | $995 | 0.00% | +13 | New |
| Valley National Advisers Inc | 24 | $1.00K | 0.00% | +7+41.2% | Added |
| Picton Mahoney Asset Management | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 14 | $1.07K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 14 | $1.07K | 0.00% | +14 | New |
| Pinnacle Financial Partners Inc | 14 | $1.08K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 15 | $1.15K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 16 | $1.22K | 0.00% | +16 | New |
| American Capital Advisory, LLC | 16 | $1.22K | 0.00% | +16 | New |
| Boyd Watterson Asset Management LLC | 21 | $1.61K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 21 | $1.61K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 21 | $1.61K | 0.00% | +11+110.0% | Added |
| Raleigh Capital Management Inc. | 22 | $1.68K | 0.00% | −237−91.5% | Reduced |
| Riggs Asset Managment Co. Inc. | 22 | $1.68K | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 22 | $1.68K | 0.03% | +22 | New |
| Legacy Wealth Managment, LLC | 23 | $1.76K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 23 | $1.76K | 0.00% | +2+9.5% | Added |
| Clark Wealth Partners | 25 | $1.91K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 26 | $1.99K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 26 | $2.00K | 0.00% | +6+30.0% | Added |
| HHM Wealth Advisors, LLC | 29 | $2.22K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 31 | $2.37K | 0.00% | −9−22.5% | Reduced |
| Dogwood Wealth Management LLC | 31 | $2.37K | 0.00% | +31 | New |
| True Wealth Design, LLC | 33 | $2.52K | 0.00% | +12+57.1% | Added |
| Paladin Advisory Group, LLC | 35 | $2.68K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 35 | $2.68K | 0.00% | +35 | New |
| Caldwell Sutter Capital, Inc. | 38 | $2.91K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 38 | $2.91K | 0.00% | +38 | New |
| Longfellow Investment Management Co LLC | 41 | $3.14K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 45 | $3.44K | 0.00% | +45 | New |
| Hoey Investments, Inc | 46 | $3.52K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 47 | $3.60K | 0.00% | +2+4.4% | Added |
| Global Financial Private Client, LLC | 47 | $3.60K | 0.00% | +33+235.7% | Added |
| First Pacific Financial | 48 | $3.67K | 0.00% | −4−7.7% | Reduced |
| SJS Investment Consulting Inc. | 48 | $3.67K | 0.00% | +4+9.1% | Added |
| Country Trust Bank | 51 | $3.90K | 0.00% | +51 | New |
| Avion Wealth | 53 | $4.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 53 | $4.05K | 0.00% | +24+82.8% | Added |
| South Plains Financial, Inc. | 55 | $4.21K | 0.00% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 55 | $4.21K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 57 | $4.36K | 0.00% | −72−55.8% | Reduced |
| Carolinas Wealth Consulting LLC | 58 | $4.44K | 0.00% | −13−18.3% | Reduced |
| Oakworth Capital, Inc. | 70 | $5.36K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 70 | $5.36K | 0.00% | +40+133.3% | Added |
| Crewe Advisors LLC | 70 | $5.36K | 0.00% | +70 | New |
| MCF Advisors LLC | 74 | $5.66K | 0.00% | +12+19.4% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 76 | $5.81K | 0.01% | −12−13.6% | Reduced |
| Raffa Wealth Management, LLC | 77 | $5.89K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 76 | $6.00K | 0.00% | −25−24.8% | Reduced |
| Clean Yield Group | 79 | $6.04K | 0.00% | −63−44.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 79 | $6.04K | 0.00% | −60−43.2% | Reduced |
| GPS Wealth Strategies Group, LLC | 80 | $6.12K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 85 | $6.50K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 86 | $6.58K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 87 | $6.66K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 93 | $7.12K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 100 | $7.65K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 100 | $7.65K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 100 | $7.65K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 100 | $7.65K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 100 | $7.68K | 0.00% | +100 | New |
| Aventura Private Wealth, LLC | 102 | $7.80K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 105 | $8.03K | 0.00% | +67+176.3% | Added |
| CBIZ Investment Advisory Services, LLC | 109 | $8.34K | 0.00% | +109 | New |
| Binnacle Investments Inc | 112 | $8.57K | 0.01% | +112 | New |
| Bare Financial Services, Inc | 113 | $8.64K | 0.00% | +13+13.0% | Added |
| SRS Capital Advisors, Inc. | 113 | $8.64K | 0.00% | +63+126.0% | Added |
| Medallion Wealth Advisors, LLC | 115 | $8.80K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 120 | $9.18K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 120 | $9.18K | 0.00% | −10−7.7% | Reduced |
| Glen Eagle Advisors, LLC | 125 | $9.55K | 0.00% | −18−12.6% | Reduced |
| Motco | 125 | $9.56K | 0.00% | +125 | New |
| Global Wealth Strategies & Associates | 129 | $9.87K | 0.00% | +129 | New |
| Whipplewood Advisors, LLC | 133 | $10.3K | 0.01% | +15+12.7% | Added |
| First Financial Corp | 139 | $10.6K | 0.01% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 140 | $10.7K | 0.02% | +140 | New |
| JNBA Financial Advisors | 142 | $10.9K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 144 | $11.0K | 0.01% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 155 | $11.4K | 0.01% | +155 | New |
| Brown Brothers Harriman & Co | 155 | $11.9K | 0.00% | −29−15.8% | Reduced |