| Dogwood Wealth Management LLC | 0 | $11 | 0.00% | 0 | Unchanged |
| PFS Partners, LLC | 2 | $165 | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 5 | $366 | 0.00% | +5 | New |
| Carmichael Hill & Associates, Inc. | 5 | $367 | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 10 | $733 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 11 | $803 | 0.00% | −141−92.8% | Reduced |
| Tfo-TDC, LLC | 15 | $1.10K | 0.00% | −39−72.2% | Reduced |
| Barrett & Company, Inc. | 16 | $1.17K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 17 | $1.21K | 0.00% | +1+6.3% | Added |
| NVWM, LLC | 17 | $1.25K | 0.00% | +17 | New |
| Global Wealth Strategies & Associates | 19 | $1.39K | 0.00% | −1−5.0% | Reduced |
| WestEnd Advisors, LLC | 20 | $1.47K | 0.00% | +1+5.3% | Added |
| CBIZ Investment Advisory Services, LLC | 20 | $1.48K | 0.00% | +20 | New |
| DAGCO, Inc. | 22 | $1.62K | 0.00% | −2,407−99.1% | Reduced |
| American Capital Advisory, LLC | 20 | $1.66K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 23 | $1.69K | 0.00% | +1+4.5% | Added |
| Kiely Wealth Advisory Group, Inc. | 27 | $1.80K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 25 | $1.83K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 25 | $1.83K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 26 | $1.92K | 0.00% | −82−75.9% | Reduced |
| Avion Wealth | 17 | $2.00K | 0.00% | −68−80.0% | Reduced |
| Davis Capital Management | 28 | $2.04K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 29 | $2.12K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 34 | $2.49K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 34 | $2.49K | 0.00% | +34 | New |
| First Command Advisory Services, Inc. | 36 | $2.64K | 0.00% | +36 | New |
| Colonial Trust Advisors | 39 | $2.86K | 0.00% | −38−49.4% | Reduced |
| Motco | 45 | $3.30K | 0.00% | −3−6.3% | Reduced |
| Laffer Tengler Investments | 45 | $3.30K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 50 | $3.66K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 52 | $3.81K | 0.00% | −100−65.8% | Reduced |
| Robinswood Financial LLC | 54 | $3.94K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 63 | $4.62K | 0.23% | +3+5.0% | Added |
| Core Alternative Capital | 65 | $4.76K | 0.00% | −564−89.7% | Reduced |
| Voisard Asset Management Group, Inc. | 65 | $4.76K | 0.00% | 00.0% | Unchanged |
| NCP Inc. | 66 | $4.83K | 0.00% | +66 | New |
| Wiser Advisor Group LLC | 67 | $4.95K | 0.01% | 00.0% | Unchanged |
| Vima LLC | 60 | $4.98K | 0.01% | 00.0% | Unchanged |
| Planning Capital Management Corp | 70 | $5.13K | 0.00% | −52−42.6% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 70 | $5.13K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 73 | $5.35K | 0.01% | +73 | New |
| Carolina Wealth Advisors, LLC | 75 | $5.49K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 75 | $5.49K | 0.00% | +15+25.0% | Added |
| Criterion Capital Advisors, LLC | 76 | $5.57K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 80 | $5.86K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 84 | $6.15K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 84 | $6.15K | 0.00% | +1+1.2% | Added |
| Pineridge Advisors LLC | 85 | $6.21K | 0.00% | −16−15.8% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 89 | $6.52K | 0.00% | −194−68.6% | Reduced |
| FRG Family Wealth Advisors LLC | 100 | $6.52K | 0.00% | +100 | New |
| Penserra Capital Management LLC | 102 | $7.00K | 0.00% | −5,665−98.2% | Reduced |
| Princeton Global Asset Management LLC | 100 | $7.33K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 100 | $7.33K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 100 | $7.33K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 101 | $7.40K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 111 | $7.48K | 0.00% | +1+0.9% | Added |
| REAP Financial Group, LLC | 105 | $7.66K | 0.00% | −1,322−92.6% | Reduced |
| Raffa Wealth Management, LLC | 105 | $7.69K | 0.00% | −13−11.0% | Reduced |
| AlphaMark Advisors, LLC | 105 | $8.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 112 | $8.00K | 0.00% | +1+0.9% | Added |
| Grayhawk Investment Strategies Inc. | 111 | $8.13K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 113 | $8.28K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 116 | $8.53K | 0.00% | −48−29.3% | Reduced |
| Tanglewood Legacy Advisors, LLC | 120 | $8.79K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 120 | $8.80K | 0.01% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 147 | $9.00K | 0.01% | +2+1.4% | Added |
| Winch Advisory Services, LLC | 128 | $9.36K | 0.00% | +1+0.8% | Added |
| Burkett Financial Services, LLC | 130 | $9.49K | 0.00% | +2+1.6% | Added |
| HHM Wealth Advisors, LLC | 130 | $9.52K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 130 | $9.52K | 0.01% | 00.0% | Unchanged |
| First United Bank Trust | 130 | $9.52K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 133 | $9.74K | 0.00% | +97+269.4% | Added |
| Archer Investment Corp | 136 | $9.96K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 137 | $10.0K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 146 | $10.7K | 0.01% | −10−6.4% | Reduced |
| FSC Wealth Advisors, LLC | 147 | $10.8K | 0.01% | −1−0.7% | Reduced |
| HighMark Wealth Management LLC | 116 | $10.9K | 0.01% | +1+0.9% | Added |
| Evermay Wealth Management LLC | 150 | $11.0K | 0.00% | −11−6.8% | Reduced |
| LFA - Lugano Financial Advisors SA | 150 | $11.0K | 0.01% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 152 | $11.1K | 0.00% | +152 | New |
| Blue Bell Private Wealth Management, LLC | 152 | $11.1K | 0.00% | −55−26.6% | Reduced |
| Signature Resources Capital Management, LLC | 143 | $11.6K | 0.01% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 160 | $11.7K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 164 | $12.0K | 0.01% | +16+10.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 172 | $12.6K | 0.00% | −10−5.5% | Reduced |
| Creekmur Asset Management LLC | 175 | $12.8K | 0.00% | +25+16.7% | Added |
| Tradewinds Capital Management, LLC | 190 | $13.9K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 200 | $14.6K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 200 | $14.7K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 200 | $14.7K | 0.01% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 200 | $14.7K | 0.01% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 200 | $14.7K | 0.01% | +200 | New |
| nVerses Capital, LLC | 200 | $14.7K | 0.04% | +200 | New |
| WFA Asset Management Corp | 207 | $15.1K | 0.01% | +2+1.0% | Added |
| Abound Wealth Management | 207 | $15.2K | 0.01% | −38−15.5% | Reduced |
| LRI Investments, LLC | 208 | $15.2K | 0.00% | +208 | New |
| Red Tortoise LLC | 214 | $15.7K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 218 | $16.0K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 223 | $16.3K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 226 | $16.6K | 0.01% | −57−20.1% | Reduced |