| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Highline Wealth Partners LLC | 2 | $214 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 3 | $321 | 0.00% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 4 | $423 | 0.00% | +4 | New |
| Delos Wealth Advisors, LLC | 5 | $535 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5 | $535 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $535 | 0.00% | +5 | New |
| Rakuten Securities, Inc. | 5 | $535 | 0.00% | +5 | New |
| ClariVest Asset Management LLC | 6 | $641 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 6 | $642 | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 7 | $749 | 0.00% | +7 | New |
| Valued Wealth Advisors LLC | 9 | $963 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Custom Portfolio Group LLC | 10 | $1.07K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 12 | $1.28K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 14 | $1.50K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 14 | $1.50K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 14 | $1.50K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 14 | $1.50K | 0.00% | +2+16.7% | Added |
| JJJ Advisors Inc. | 15 | $1.60K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 20 | $2.14K | 0.00% | +20 | New |
| Thomas J. Herzfeld Advisors, Inc. | 21 | $2.25K | 0.00% | +21 | New |
| Wetzel Investment Advisors, Inc. | 22 | $2.33K | 0.00% | −103−82.4% | Reduced |
| ICA Group Wealth Management, LLC | 22 | $2.35K | 0.00% | −42−65.6% | Reduced |
| Bogart Wealth, LLC | 22 | $2.35K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 22 | $2.35K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 23 | $2.41K | 0.00% | +1+4.5% | Added |
| Beacon Capital Management, LLC | 24 | $2.58K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 26 | $2.78K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 28 | $3.03K | 0.00% | +28 | New |
| Westend Capital Management, LLC | 29 | $3.07K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 29 | $3.10K | 0.00% | +28+2,800.0% | Added |
| GHP Investment Advisors, Inc. | 29 | $3.10K | 0.00% | +29 | New |
| Kayne Anderson Rudnick Investment Management LLC | 30 | $3.21K | 0.00% | −14−31.8% | Reduced |
| Private Wealth Management Group, LLC | 32 | $3.42K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 33 | $3.53K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 33 | $3.53K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 33 | $3.53K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 34 | $3.64K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 37 | $3.96K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 37 | $3.96K | 0.00% | +37 | New |
| DT Investment Partners, LLC | 40 | $4.28K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 42 | $4.49K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 40 | $4.62K | 0.00% | +6+17.6% | Added |
| Carolinas Wealth Consulting LLC | 44 | $4.71K | 0.00% | +5+12.8% | Added |
| Leonteq Securities AG | 45 | $4.82K | 0.00% | −196−81.3% | Reduced |
| Fairway Wealth LLC | 45 | $4.82K | 0.00% | +45 | New |
| Migdal Insurance & Financial Holdings Ltd. | 43 | $5.00K | 0.00% | +43 | New |
| Abound Wealth Management | 48 | $5.15K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 50 | $5.35K | 0.00% | +50 | New |
| NewSquare Capital LLC | 52 | $5.56K | 0.00% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 52 | $5.56K | 0.00% | +52 | New |
| Ritter Daniher Financial Advisory LLC | 55 | $5.88K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 56 | $5.99K | 0.00% | +56 | New |
| Capital Advisors, Ltd. LLC | 56 | $6.00K | 0.00% | +3+5.7% | Added |
| Hollencrest Capital Management | 57 | $6.10K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 65 | $6.96K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 68 | $7.28K | 0.00% | +5+7.9% | Added |
| Prestige Wealth Management Group LLC | 69 | $7.38K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 70 | $7.49K | 0.00% | +70 | New |
| Grayhawk Investment Strategies Inc. | 72 | $7.70K | 0.04% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 73 | $7.81K | 0.00% | +73 | New |
| ESL Trust Services, LLC | 76 | $8.13K | 0.00% | +21+38.2% | Added |
| Evermay Wealth Management LLC | 76 | $8.14K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 83 | $8.88K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 83 | $8.88K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 85 | $9.10K | 0.00% | +2+2.4% | Added |
| Gleason Group, Inc. | 86 | $9.20K | 0.00% | +86 | New |
| Oliver Lagore Vanvalin Investment Group | 86 | $9.23K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 90 | $9.63K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 100 | $10.6K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 100 | $10.7K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 100 | $10.7K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 103 | $11.0K | 0.01% | +1+1.0% | Added |
| Hobbs Group Advisors, LLC | 105 | $11.2K | 0.00% | +105 | New |
| Salem Investment Counselors Inc | 106 | $11.3K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 108 | $11.6K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 110 | $11.7K | 0.00% | +88+400.0% | Added |
| Bruce G. Allen Investments, LLC | 114 | $12.2K | 0.01% | +1+0.9% | Added |
| Opal Wealth Advisors, LLC | 115 | $12.3K | 0.00% | +115 | New |
| Rise Advisors, LLC | 116 | $12.4K | 0.01% | +1+0.9% | Added |
| Richard W. Paul & Associates, LLC | 123 | $13.2K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 123 | $13.2K | 0.00% | +123 | New |
| Union Savings Bank | 125 | $13.4K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 125 | $13.4K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 126 | $13.5K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 127 | $13.6K | 0.01% | +1+0.8% | Added |
| Global X Japan Co., Ltd. | 131 | $14.0K | 0.00% | −29−18.1% | Reduced |
| Farmers & Merchants Investments Inc | 142 | $15.2K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 145 | $15.5K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 148 | $15.8K | 0.00% | −210−58.7% | Reduced |
| Valley National Advisers Inc | 151 | $16.0K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 150 | $16.1K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 160 | $17.1K | 0.01% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 161 | $17.2K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 162 | $17.3K | 0.00% | −23−12.4% | Reduced |
| Pingora Partners LLC | 170 | $18.2K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 171 | $18.4K | 0.00% | −270−61.2% | Reduced |