| Dogwood Wealth Management LLC | 0 | $11 | 0.00% | 0 | New |
| Richard W. Paul & Associates, LLC | 2 | $85 | 0.00% | 00.0% | Unchanged |
| Motco | 5 | $213 | 0.00% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 5 | $213 | 0.00% | +5 | New |
| Lee Financial Co | 16 | $682 | 0.00% | −114−87.7% | Reduced |
| Delos Wealth Advisors, LLC | 16 | $682 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 16 | $682 | 0.00% | +16 | New |
| ClariVest Asset Management LLC | 16 | $688 | 0.00% | −1−5.9% | Reduced |
| True Wealth Design, LLC | 18 | $767 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 25 | $1.07K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 26 | $1.10K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 26 | $1.11K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 30 | $1.28K | 0.00% | +30 | New |
| USA Financial Portformulas Corp | 31 | $1.32K | 0.00% | −10−24.4% | Reduced |
| South State Corp. | 32 | $1.36K | 0.00% | −44−57.9% | Reduced |
| Stone House Investment Management, LLC | 33 | $1.42K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 34 | $1.45K | 0.00% | +34 | New |
| Aspire Private Capital, LLC | 36 | $1.53K | 0.00% | +36 | New |
| Sofos Investments, Inc. | 37 | $1.55K | 0.00% | −4−9.8% | Reduced |
| Caitlin John, LLC | 38 | $1.62K | 0.00% | +38 | New |
| BFSG, LLC | 40 | $1.70K | 0.00% | +40 | New |
| Montag A & Associates Inc | 43 | $1.82K | 0.00% | +27+168.8% | Added |
| Tfo-TDC, LLC | 46 | $1.96K | 0.00% | −2,254−98.0% | Reduced |
| GoalVest Advisory LLC | 48 | $2.04K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 48 | $2.04K | 0.00% | +48 | New |
| Strategic Investment Solutions, Inc. | 50 | $2.13K | 0.00% | −3,100−98.4% | Reduced |
| Aspect Partners, LLC | 51 | $2.16K | 0.00% | +51 | New |
| WealthCollab, LLC | 54 | $2.30K | 0.00% | +54 | New |
| Jackson, Grant Investment Advisers, Inc. | 57 | $2.43K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 67 | $2.85K | 0.00% | +67 | New |
| Caldwell Sutter Capital, Inc. | 73 | $3.11K | 0.00% | −100−57.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 73 | $3.11K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 90 | $3.36K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 91 | $3.39K | 0.00% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 81 | $3.45K | 0.00% | +81 | New |
| PayPay Securities Corp | 81 | $3.45K | 0.17% | +20+32.8% | Added |
| Tennessee Valley Asset Management Partners | 82 | $3.49K | 0.00% | +82 | New |
| McGlone Suttner Wealth Management, Inc. | 85 | $3.62K | 0.00% | +85 | New |
| Center for Financial Planning, Inc. | 86 | $3.66K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 87 | $3.70K | 0.00% | 00.0% | Unchanged |
| LM Advisors LLC | 90 | $3.83K | 0.00% | +90 | New |
| RE Dickinson Investment Advisors, LLC | 103 | $4.00K | 0.00% | +1+1.0% | Added |
| Avion Wealth | 87 | $4.00K | 0.00% | +47+117.5% | Added |
| Hazlett, Burt & Watson, Inc. | 100 | $4.00K | 0.00% | +100 | New |
| Chilton Capital Management LLC | 94 | $4.00K | 0.00% | +94 | New |
| TD Capital Management LLC | 100 | $4.26K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 100 | $4.26K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 100 | $4.26K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 100 | $4.26K | 0.00% | +100 | New |
| LGT Financial Advisors LLC | 100 | $4.28K | 0.01% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 101 | $4.30K | 0.00% | −276−73.2% | Reduced |
| Dunhill Financial, LLC | 101 | $4.31K | 0.00% | +101 | New |
| Austin Private Wealth, LLC | 102 | $4.34K | 0.00% | +102 | New |
| Estabrook Capital Management | 103 | $4.38K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 106 | $4.51K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 106 | $4.51K | 0.00% | +106 | New |
| Sumitomo Mitsui Financial Group, Inc. | 106 | $4.56K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 111 | $4.73K | 0.00% | −114−50.7% | Reduced |
| Sugarloaf Wealth Management, LLC | 113 | $4.83K | 0.00% | −53−31.9% | Reduced |
| West Oak Capital, LLC | 120 | $5.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 120 | $5.11K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 123 | $5.24K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 124 | $5.28K | 0.00% | +19+18.1% | Added |
| Cedar Mountain Advisors, LLC | 126 | $5.36K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 136 | $5.79K | 0.00% | +36+36.0% | Added |
| Asset Dedication, LLC | 141 | $6.00K | 0.00% | 00.0% | Unchanged |
| Long Island Wealth Management, Inc. | 151 | $6.00K | 0.00% | +151 | New |
| Boyd Watterson Asset Management LLC | 144 | $6.13K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 145 | $6.17K | 0.00% | +96+195.9% | Added |
| Atlantic Edge Private Wealth Management, LLC | 162 | $6.90K | 0.00% | +162 | New |
| SJS Investment Consulting Inc. | 163 | $6.96K | 0.00% | +11+7.2% | Added |
| American National Bank | 166 | $7.07K | 0.00% | −1,159−87.5% | Reduced |
| RFP Financial Group LLC | 170 | $7.24K | 0.00% | +99+139.4% | Added |
| GPS Wealth Strategies Group, LLC | 174 | $7.39K | 0.00% | −670−79.4% | Reduced |
| Systematic Financial Management LP | 175 | $7.45K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 202 | $7.53K | 0.01% | +202 | New |
| Chesapeake Asset Management LLC | 178 | $7.58K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 182 | $7.75K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 185 | $7.88K | 0.01% | +185 | New |
| Coston, McIsaac & Partners | 211 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 196 | $8.34K | 0.02% | +196 | New |
| PFS Partners, LLC | 200 | $8.51K | 0.01% | +200 | New |
| AlphaMark Advisors, LLC | 210 | $9.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 221 | $9.41K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 234 | $9.96K | 0.00% | −848−78.4% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 248 | $10.0K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 244 | $10.0K | 0.01% | +244 | New |
| Cassady Schiller Wealth Management, LLC | 235 | $10.0K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 234 | $10.1K | 0.00% | +234 | New |
| JNBA Financial Advisors | 242 | $10.3K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 247 | $10.5K | 0.00% | +125+102.5% | Added |
| Impact Partnership Wealth, LLC | 250 | $10.6K | 0.00% | −437−63.6% | Reduced |
| Colonial Trust Co | 250 | $10.6K | 0.00% | −122−32.8% | Reduced |
| Bangor Savings Bank | 250 | $10.6K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 251 | $10.7K | 0.00% | +1+0.4% | Added |
| Private Wealth Management Group, LLC | 252 | $10.7K | 0.01% | +252 | New |
| Wolff Wiese Magana LLC | 255 | $10.9K | 0.01% | −10−3.8% | Reduced |
| Quarry LP | 260 | $11.1K | 0.01% | −479−64.8% | Reduced |