| IMA Wealth, Inc. | 1 | $341 | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 1 | $341 | 0.00% | +1 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 2 | $682 | 0.00% | +2 | New |
| Picton Mahoney Asset Management | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 3 | $1.02K | 0.00% | −6−66.7% | Reduced |
| Anfield Capital Management, LLC | 3 | $1.02K | 0.00% | +3 | New |
| Quaker Wealth Management, LLC | 5 | $1.71K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $1.71K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 5 | $1.71K | 0.00% | +2+66.7% | Added |
| Sawyer & Company, Inc | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 6 | $2.05K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 6 | $2.05K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 6 | $2.05K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 7 | $2.39K | 0.00% | −12−63.2% | Reduced |
| Avalon Trust Co | 7 | $2.39K | 0.00% | +7 | New |
| Grey Fox Wealth Advisors, LLC | 7 | $2.41K | 0.00% | +7 | New |
| First Pacific Financial | 8 | $2.73K | 0.00% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 8 | $2.73K | 0.00% | +8 | New |
| Sofos Investments, Inc. | 8 | $2.73K | 0.00% | +8 | New |
| Quest 10 Wealth Builders, Inc. | 8 | $2.80K | 0.00% | +7+700.0% | Added |
| Winnow Wealth LLC | 9 | $3.07K | 0.00% | −740−98.8% | Reduced |
| Alerus Financial NA | 9 | $3.07K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 9 | $3.07K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 9 | $3.07K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 9 | $3.07K | 0.00% | +9 | New |
| Tripletail Wealth Management, LLC | 9 | $3.13K | 0.00% | +9 | New |
| Fortis Group Advisors, LLC | 10 | $3.41K | 0.00% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 10 | $3.41K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 10 | $3.41K | 0.00% | +2+25.0% | Added |
| Global Wealth Strategies & Associates | 10 | $3.52K | 0.00% | +10 | New |
| Transce3nd, LLC | 13 | $3.66K | 0.03% | −904−98.6% | Reduced |
| Centerpoint Advisors, LLC | 11 | $4.00K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 12 | $4.07K | 0.00% | +12 | New |
| Hilltop National Bank | 12 | $4.09K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 12 | $4.09K | 0.00% | +2+20.0% | Added |
| Raffa Wealth Management, LLC | 12 | $4.09K | 0.00% | +6+100.0% | Added |
| TruNorth Capital Management, LLC | 12 | $4.09K | 0.00% | +12 | New |
| Painted Porch Advisors LLC | 12 | $4.13K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 14 | $4.78K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 14 | $4.81K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 14 | $4.87K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 14 | $5.00K | 0.00% | +14 | New |
| IAG Wealth Partners, LLC | 15 | $5.12K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 15 | $5.12K | 0.00% | +4+36.4% | Added |
| Richardson Financial Services Inc. | 15 | $5.12K | 0.00% | +15 | New |
| Operose Advisors LLC | 16 | $5.46K | 0.00% | −4−20.0% | Reduced |
| Eastern Bank | 16 | $5.46K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 16 | $5.46K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 16 | $5.46K | 0.00% | +16 | New |
| Moisand Fitzgerald Tamayo, LLC | 17 | $5.80K | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 20 | $5.83K | 0.01% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 19 | $6.00K | 0.00% | +19 | New |
| Byrne Asset Management LLC | 18 | $6.14K | 0.00% | 00.0% | Unchanged |
| Team Financial Group, LLC | 18 | $6.14K | 0.00% | +18 | New |
| Vision Financial Markets LLC | 19 | $6.28K | 0.01% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 19 | $6.48K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 19 | $6.62K | 0.00% | 00.0% | Unchanged |
| Aventus Investment Advisors, Inc. | 21 | $7.16K | 0.01% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 21 | $7.16K | 0.01% | +21 | New |
| Hughes Financial Services, LLC | 22 | $7.69K | 0.00% | +2+10.0% | Added |
| Rossby Financial, LCC | 23 | $7.84K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 23 | $7.84K | 0.00% | +2+9.5% | Added |
| New Millennium Group LLC | 24 | $8.18K | 0.00% | +4+20.0% | Added |
| Noble Wealth Management PBC | 24 | $8.18K | 0.00% | +24 | New |
| Old Point Trust & Financial Services N A | 25 | $8.53K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 25 | $8.53K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 25 | $8.53K | 0.00% | +25 | New |
| Evelyn Partners Investment Management Services Ltd | 26 | $8.87K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 26 | $8.87K | 0.00% | +26 | New |
| Morton Brown Family Wealth, LLC | 27 | $9.21K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 28 | $9.55K | 0.01% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 28 | $9.55K | 0.01% | +2+7.7% | Added |
| Center for Financial Planning, Inc. | 29 | $9.89K | 0.00% | +29 | New |
| Alexis Investment Partners, LLC | 29 | $9.89K | 0.00% | +29 | New |
| Guerra Advisors Inc | 29 | $9.97K | 0.00% | +29 | New |
| Valley National Advisers Inc | 31 | $10.0K | 0.00% | −3−8.8% | Reduced |
| Keener Financial Planning LLC | 31 | $10.0K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 30 | $10.2K | 0.00% | +30 | New |
| ZRC Wealth Management, LLC | 30 | $10.2K | 0.00% | +30 | New |
| Abound Wealth Management | 31 | $10.5K | 0.00% | −72−69.9% | Reduced |
| Pacifica Partners Inc. | 31 | $10.6K | 0.00% | −56−64.4% | Reduced |
| Kilter Group LLC | 32 | $10.9K | 0.01% | +9+39.1% | Added |
| Comprehensive Financial Planning, Inc. | 32 | $11.0K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 33 | $11.3K | 0.01% | +21+175.0% | Added |
| PFS Partners, LLC | 35 | $12.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 37 | $12.6K | 0.00% | −587−94.1% | Reduced |
| McIlrath & Eck, LLC | 37 | $12.6K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 38 | $13.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 38 | $13.0K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 40 | $13.6K | 0.01% | −23−36.5% | Reduced |
| Innovative Advisory Group, LLC | 40 | $13.6K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 40 | $13.6K | 0.00% | +8+25.0% | Added |
| Manning & Napier Advisors LLC | 40 | $13.6K | 0.00% | +40 | New |
| Bank & Trust Co | 42 | $14.3K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 44 | $15.0K | 0.00% | +44 | New |
| MPWM Advisory Solutions, LLC | 44 | $15.0K | 0.01% | 00.0% | Unchanged |
| Kennebec Savings Bank | 45 | $15.3K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 46 | $15.7K | 0.00% | +1+2.2% | Added |
| Cedar Mountain Advisors, LLC | 46 | $15.7K | 0.00% | +46 | New |
| Bellevue Asset Management, LLC | 47 | $16.1K | 0.01% | 00.0% | Unchanged |