| Valued Wealth Advisors LLC | 1 | $105 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 1 | $105 | 0.00% | +1 | New |
| Pathway Financial Advisers, LLC | 24,446 | $235 | 0.00% | +24,211+10,302.6% | Added |
| Rakuten Securities, Inc. | 3 | $312 | 0.00% | −15−83.3% | Reduced |
| Atlas Capital Advisors LLC | 5 | $520 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 5 | $521 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 6 | $625 | 0.00% | 00.0% | Unchanged |
| Copley Financial Group, Inc. | 6 | $625 | 0.00% | +6 | New |
| ClariVest Asset Management LLC | 7 | $628 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 7 | $729 | 0.00% | +7 | New |
| Highline Wealth Partners LLC | 8 | $833 | 0.00% | +5+166.7% | Added |
| Carolinas Wealth Consulting LLC | 9 | $938 | 0.00% | +5+125.0% | Added |
| NVWM, LLC | 10 | $1.04K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 11 | $1.15K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 16 | $1.53K | 0.00% | +16 | New |
| Legacy Wealth Managment, LLC | 16 | $1.53K | 0.00% | +16 | New |
| Reston Wealth Management LLC | 15 | $1.56K | 0.00% | +15 | New |
| Caitlin John, LLC | 19 | $1.79K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 20 | $2.08K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 24 | $2.50K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 25 | $2.60K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 26 | $2.71K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 26 | $2.72K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 27 | $2.81K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 28 | $2.92K | 0.00% | +28 | New |
| Penserra Capital Management LLC | 30 | $3.00K | 0.00% | +3+11.1% | Added |
| Cherry Tree Wealth Management, LLC | 33 | $3.44K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 36 | $3.51K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 35 | $3.65K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 39 | $4.06K | 0.01% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 46 | $4.83K | 0.00% | +46 | New |
| Pacifica Partners Inc. | 47 | $4.89K | 0.00% | −5−9.6% | Reduced |
| Godsey & Gibb Associates | 50 | $5.21K | 0.00% | −600−92.3% | Reduced |
| Bank of New Hampshire | 50 | $5.21K | 0.00% | −600−92.3% | Reduced |
| Raleigh Capital Management Inc. | 50 | $5.21K | 0.00% | −5−9.1% | Reduced |
| WR Wealth Planners, LLC | 50 | $5.21K | 0.00% | +14+38.9% | Added |
| Bartlett & Co. Wealth Management LLC | 51 | $5.31K | 0.00% | +51 | New |
| Cassady Schiller Wealth Management, LLC | 52 | $5.42K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 56 | $5.83K | 0.00% | +56 | New |
| Frazier Financial Advisors, LLC | 64 | $6.61K | 0.01% | +64 | New |
| Mascoma Wealth Management LLC | 67 | $6.98K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 72 | $7.54K | 0.00% | +37+105.7% | Added |
| Anfield Capital Management, LLC | 75 | $7.81K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 80 | $8.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 78 | $8.00K | 0.00% | +6+8.3% | Added |
| Hemington Wealth Management | 81 | $8.00K | 0.00% | +81 | New |
| Salomon & Ludwin, LLC | 81 | $8.44K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 91 | $9.49K | 0.00% | +6+7.1% | Added |
| Wellington Shields Capital Management, LLC | 93 | $9.72K | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 94 | $9.79K | 0.01% | +94 | New |
| Coppell Advisory Solutions LLC | 100 | $10.4K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 100 | $10.4K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 100 | $10.4K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 100 | $10.4K | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 100 | $10.4K | 0.01% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 100 | $10.4K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 106 | $11.1K | 0.00% | +73+221.2% | Added |
| First Command Advisory Services, Inc. | 110 | $11.5K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 114 | $11.8K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 117 | $12.0K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 122 | $12.7K | 0.00% | −1,861−93.8% | Reduced |
| Northwest Investment Counselors, LLC | 123 | $12.8K | 0.00% | +123 | New |
| Zions Bancorporation, N.A. | 124 | $12.9K | 0.00% | −31−20.0% | Reduced |
| Raffa Wealth Management, LLC | 125 | $13.0K | 0.00% | +58+86.6% | Added |
| Operose Advisors LLC | 126 | $13.1K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 129 | $13.4K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 130 | $13.5K | 0.00% | +50+62.5% | Added |
| First Pacific Financial | 131 | $13.7K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 132 | $13.7K | 0.00% | −8−5.7% | Reduced |
| Horizon Bancorp Inc | 144 | $15.0K | 0.01% | +144 | New |
| Hartford Financial Management Inc. | 152 | $15.8K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 153 | $16.0K | 0.01% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 157 | $16.3K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 158 | $16.5K | 0.01% | +1+0.6% | Added |
| Sugarloaf Wealth Management, LLC | 163 | $17.0K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 165 | $17.2K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 167 | $17.4K | 0.00% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 174 | $18.1K | 0.01% | +174 | New |
| Catalyst Capital Advisors LLC | 175 | $18.2K | 0.00% | +175 | New |
| Fortitude Family Office, LLC | 178 | $18.5K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 197 | $20.5K | 0.01% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 200 | $20.8K | 0.01% | 00.0% | Unchanged |
| Northwest Financial Advisors | 200 | $20.8K | 0.02% | +200 | New |
| Capital Advisors, Ltd. LLC | 204 | $21.0K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 205 | $21.3K | 0.00% | +205 | New |
| Dogwood Wealth Management LLC | 211 | $22.0K | 0.01% | +1+0.5% | Added |
| JDM Financial Group LLC | 212 | $22.1K | 0.01% | +212 | New |
| DB Fitzpatrick & Co, Inc | 222 | $23.1K | 0.02% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 222 | $23.1K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 225 | $23.4K | 0.02% | – | – |
| Aspect Partners, LLC | 226 | $23.5K | 0.01% | −8−3.4% | Reduced |
| Maryland Capital Advisors Inc. | 229 | $23.8K | 0.01% | −5−2.1% | Reduced |
| Atwood & Palmer Inc | 232 | $24.2K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 240 | $25.0K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 244 | $25.0K | 0.00% | +130+114.0% | Added |
| Old Point Trust & Financial Services N A | 250 | $26.0K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 250 | $26.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 252 | $26.2K | 0.00% | +1+0.4% | Added |
| William B. Walkup & Associates, Inc. | 252 | $26.2K | 0.02% | 00.0% | Unchanged |
| Blackhill Capital Inc | 253 | $26.3K | 0.00% | 00.0% | Unchanged |