| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| Pathway Financial Advisers, LLC | 38,875 | $295 | 0.00% | +38,692+21,143.2% | Added |
| WestEnd Advisors, LLC | 3 | $395 | 0.00% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 3 | $395 | 0.00% | +3 | New |
| Key Financial Inc | 4 | $526 | 0.00% | +4 | New |
| Claris Advisors, LLC | 4 | $526 | 0.00% | +4 | New |
| ClariVest Asset Management LLC | 6 | $641 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 5 | $658 | 0.00% | +5 | New |
| Pacific Capital Wealth Advisors, Inc | 5 | $658 | 0.00% | +5 | New |
| Wolff Wiese Magana LLC | 5 | $659 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 6 | $790 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 6 | $790 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 6 | $790 | 0.00% | +1+20.0% | Added |
| Highline Wealth Partners LLC | 6 | $790 | 0.00% | +4+200.0% | Added |
| Picton Mahoney Asset Management | 9 | $1.00K | 0.00% | +9 | New |
| Voisard Asset Management Group, Inc. | 8 | $1.05K | 0.00% | +8 | New |
| GPS Wealth Strategies Group, LLC | 9 | $1.18K | 0.00% | +9 | New |
| Valued Wealth Advisors LLC | 9 | $1.19K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 10 | $1.37K | 0.00% | −18−64.3% | Reduced |
| SJS Investment Consulting Inc. | 13 | $1.71K | 0.00% | +1+8.3% | Added |
| TFC Financial Management | 14 | $1.84K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 14 | $1.84K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 15 | $1.97K | 0.00% | +15 | New |
| Penserra Capital Management LLC | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 16 | $2.11K | 0.00% | +2+14.3% | Added |
| Leonteq Securities AG | 17 | $2.24K | 0.00% | −28−62.2% | Reduced |
| Stone House Investment Management, LLC | 20 | $2.63K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 20 | $2.63K | 0.00% | +20 | New |
| Pinnacle Bancorp, Inc. | 21 | $2.76K | 0.00% | +21 | New |
| Bogart Wealth, LLC | 22 | $2.90K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 22 | $2.90K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 23 | $2.99K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 27 | $3.00K | 0.00% | +10+58.8% | Added |
| Grove Bank & Trust | 24 | $3.16K | 0.00% | +24 | New |
| WealthCollab, LLC | 26 | $3.42K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 29 | $3.82K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 30 | $3.95K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 32 | $4.21K | 0.00% | −1−3.0% | Reduced |
| Private Wealth Management Group, LLC | 32 | $4.21K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 33 | $4.34K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 34 | $4.47K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 34 | $4.47K | 0.00% | +5+17.2% | Added |
| PSI Advisors, LLC | 37 | $4.87K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 37 | $4.87K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 42 | $5.00K | 0.00% | −109−72.2% | Reduced |
| Cornerstone Planning Group LLC | 40 | $5.37K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 43 | $5.61K | 0.00% | +43 | New |
| Peterson Financial Group, Inc. | 47 | $6.17K | 0.02% | +47 | New |
| GHP Investment Advisors, Inc. | 48 | $6.32K | 0.00% | +19+65.5% | Added |
| Abound Wealth Management | 48 | $6.34K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 49 | $6.45K | 0.00% | +5+11.4% | Added |
| McMahon Financial Advisors, LLC | 52 | $6.84K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 56 | $7.00K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 55 | $7.24K | 0.00% | −21−27.6% | Reduced |
| Ritter Daniher Financial Advisory LLC | 55 | $7.24K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 57 | $7.50K | 0.00% | −1,229−95.6% | Reduced |
| JNBA Financial Advisors | 57 | $7.50K | 0.00% | +57 | New |
| Bell Investment Advisors, Inc | 58 | $7.63K | 0.00% | −10−14.7% | Reduced |
| Creative Financial Designs Inc | 59 | $7.76K | 0.00% | +59 | New |
| FSA Wealth Management LLC | 62 | $8.19K | 0.00% | +62 | New |
| SOA Wealth Advisors, LLC. | 65 | $8.55K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 69 | $9.08K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 69 | $9.08K | 0.01% | +69 | New |
| Grayhawk Investment Strategies Inc. | 72 | $9.48K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 73 | $9.61K | 0.00% | 00.0% | Unchanged |
| Safe Harbor Fiduciary, LLC | 75 | $9.87K | 0.01% | +75 | New |
| Atwood & Palmer Inc | 76 | $10.0K | 0.00% | +76 | New |
| Evermay Wealth Management LLC | 76 | $10.0K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 78 | $10.2K | 0.00% | +8+11.4% | Added |
| Global X Japan Co., Ltd. | 82 | $10.8K | 0.00% | −49−37.4% | Reduced |
| FinTrust Capital Advisors, LLC | 83 | $10.9K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 83 | $10.9K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 86 | $11.4K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 91 | $12.0K | 0.00% | +34+59.6% | Added |
| Global Trust Asset Management, LLC | 100 | $13.2K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 102 | $13.4K | 0.00% | +62+155.0% | Added |
| Hobbs Group Advisors, LLC | 105 | $13.8K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 106 | $14.0K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 104 | $14.0K | 0.01% | +1+1.0% | Added |
| Plante Moran Financial Advisors, LLC | 113 | $14.9K | 0.00% | +5+4.6% | Added |
| LRI Investments, LLC | 102 | $15.0K | 0.00% | +69+209.1% | Added |
| Bruce G. Allen Investments, LLC | 114 | $15.0K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 117 | $15.4K | 0.01% | +1+0.9% | Added |
| North Star Investment Management Corp. | 120 | $15.8K | 0.00% | +20+20.0% | Added |
| Harbor Investment Advisory, LLC | 120 | $15.8K | 0.00% | +35+41.2% | Added |
| Richard W. Paul & Associates, LLC | 123 | $16.2K | 0.01% | 00.0% | Unchanged |
| Union Savings Bank | 125 | $16.5K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 125 | $16.5K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 126 | $16.6K | 0.01% | 00.0% | Unchanged |
| DAGCO, Inc. | 129 | $16.9K | 0.01% | +2+1.6% | Added |
| Pingora Partners LLC | 130 | $17.1K | 0.01% | −40−23.5% | Reduced |
| Sugarloaf Wealth Management, LLC | 130 | $17.1K | 0.00% | +130 | New |
| New Age Alpha Advisors, LLC | 134 | $17.6K | 0.01% | +134 | New |
| Farmers & Merchants Investments Inc | 142 | $18.7K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 145 | $19.1K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 151 | $20.0K | 0.01% | −91−37.6% | Reduced |
| Golden State Equity Partners | 160 | $21.1K | 0.00% | +160 | New |
| Operose Advisors LLC | 160 | $21.1K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 160 | $21.1K | 0.01% | +37+30.1% | Added |
| FSC Wealth Advisors, LLC | 163 | $21.4K | 0.02% | +2+1.2% | Added |