| Dogwood Wealth Management LLC | 0 | $5 | 0.00% | 0 | Unchanged |
| ZRC Wealth Management, LLC | 0 | $10 | 0.00% | 0 | Unchanged |
| Semmax Financial Advisors Inc. | 2 | $141 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 4 | $231 | 0.00% | −176−97.8% | Reduced |
| WestEnd Advisors, LLC | 5 | $316 | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 5 | $317 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 7 | $443 | 0.00% | +7 | New |
| ClariVest Asset Management LLC | 7 | $446 | 0.00% | +5+250.0% | Added |
| Insight Financial Services | 10 | $632 | 0.00% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 10 | $700 | 0.00% | +10 | New |
| Core Alternative Capital | 12 | $759 | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 25 | $1.00K | 0.00% | −37−59.7% | Reduced |
| REAP Financial Group, LLC | 17 | $1.07K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 17 | $1.08K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 19 | $1.20K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 20 | $1.26K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 20 | $1.26K | 0.00% | +20 | New |
| Delos Wealth Advisors, LLC | 21 | $1.33K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 22 | $1.39K | 0.00% | +22 | New |
| True Wealth Design, LLC | 24 | $1.52K | 0.00% | +4+20.0% | Added |
| Triad Wealth Partners, LLC | 27 | $1.71K | 0.00% | +27 | New |
| Kayne Anderson Rudnick Investment Management LLC | 29 | $1.83K | 0.00% | +6+26.1% | Added |
| Private Wealth Management Group, LLC | 30 | $1.90K | 0.00% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 31 | $1.96K | 0.00% | +31 | New |
| Strengthening Families & Communities, LLC | 26 | $2.00K | 0.00% | +26 | New |
| Quarry LP | 32 | $2.02K | 0.00% | −54−62.8% | Reduced |
| Orion Capital Management LLC | 36 | $2.28K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 37 | $2.32K | 0.00% | +1+2.8% | Added |
| Bay Harbor Wealth Management, LLC | 37 | $2.34K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 38 | $2.40K | 0.00% | +38 | New |
| DT Investment Partners, LLC | 45 | $2.85K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 47 | $2.97K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 50 | $2.99K | 0.00% | +50 | New |
| Penserra Capital Management LLC | 45 | $3.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 50 | $3.16K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 50 | $3.16K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 53 | $3.35K | 0.00% | +8+17.8% | Added |
| Red Tortoise LLC | 57 | $3.61K | 0.00% | −1−1.7% | Reduced |
| Dunhill Financial, LLC | 58 | $3.65K | 0.00% | +12+26.1% | Added |
| Redmont Wealth Advisors LLC | 58 | $3.67K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 62 | $3.92K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 61 | $3.97K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 66 | $4.17K | 0.00% | −8−10.8% | Reduced |
| Glass Jacobson Investment Advisors llc | 66 | $4.18K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 69 | $4.37K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 71 | $4.49K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 76 | $4.81K | 0.00% | +76 | New |
| West Branch Capital LLC | 81 | $5.13K | 0.00% | +1+1.3% | Added |
| Iron Horse Wealth Management, LLC | 87 | $5.50K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 87 | $5.51K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 88 | $5.54K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 92 | $5.82K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 99 | $6.00K | 0.00% | −35−26.1% | Reduced |
| AlphaMark Advisors, LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 97 | $6.00K | 0.00% | +7+7.8% | Added |
| Opal Wealth Advisors, LLC | 95 | $6.04K | 0.00% | +95 | New |
| Anfield Capital Management, LLC | 97 | $6.14K | 0.00% | +97 | New |
| Institutional & Family Asset Management, LLC | 100 | $6.33K | 0.00% | +100 | New |
| Cassady Schiller Wealth Management, LLC | 106 | $6.71K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 110 | $6.96K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 110 | $6.96K | 0.01% | +110 | New |
| Cornerstone Planning Group LLC | 102 | $6.96K | 0.00% | −26−20.3% | Reduced |
| Robinswood Financial LLC | 110 | $7.00K | 0.00% | +110 | New |
| Pingora Partners LLC | 120 | $7.59K | 0.01% | 00.0% | Unchanged |
| Fairway Wealth LLC | 120 | $7.59K | 0.00% | +120 | New |
| Carolina Wealth Advisors, LLC | 126 | $7.97K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 129 | $8.16K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 133 | $8.41K | 0.00% | +133 | New |
| Meeder Asset Management Inc | 143 | $9.05K | 0.00% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 143 | $9.05K | 0.00% | +143 | New |
| Exchange Traded Concepts, LLC | 148 | $9.36K | 0.00% | −86−36.8% | Reduced |
| Frazier Financial Advisors, LLC | 154 | $9.74K | 0.01% | +119+340.0% | Added |
| SOA Wealth Advisors, LLC. | 154 | $9.76K | 0.00% | −148−49.0% | Reduced |
| Aviso Financial Inc. | 158 | $10.0K | 0.00% | +158 | New |
| Walnut Level Capital LLC | 162 | $10.2K | 0.01% | +162 | New |
| St. Johns Investment Management Company, LLC | 163 | $10.3K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 170 | $10.8K | 0.00% | −100−37.0% | Reduced |
| Aspire Private Capital, LLC | 173 | $10.9K | 0.00% | −2−1.1% | Reduced |
| New England Capital Financial Advisors LLC | 176 | $11.2K | 0.01% | +1+0.6% | Added |
| West Paces Advisors Inc. | 183 | $11.6K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 183 | $11.6K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 187 | $11.8K | 0.00% | −86−31.5% | Reduced |
| Beaird Harris Wealth Management, LLC | 192 | $12.1K | 0.00% | −21−9.9% | Reduced |
| Versant Capital Management, Inc | 194 | $12.3K | 0.00% | −19−8.9% | Reduced |
| Birchbrook, Inc. | 200 | $12.7K | 0.01% | −100−33.3% | Reduced |
| Old Point Trust & Financial Services N A | 200 | $12.7K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 200 | $12.7K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 201 | $12.7K | 0.00% | 00.0% | Unchanged |
| Lynx Investment Advisory | 206 | $13.1K | 0.01% | +206 | New |
| Private Ocean, LLC | 207 | $13.1K | 0.00% | −37−15.2% | Reduced |
| Gradient Investments LLC | 211 | $13.3K | 0.00% | +68+47.6% | Added |
| Addison Advisors LLC | 214 | $13.5K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 218 | $13.8K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 221 | $14.0K | 0.01% | +2+0.9% | Added |
| GoalVest Advisory LLC | 225 | $14.2K | 0.00% | −230−50.5% | Reduced |
| Fortis Group Advisors, LLC | 229 | $14.5K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 243 | $15.4K | 0.01% | −191−44.0% | Reduced |
| Eagle Bay Advisors LLC | 245 | $15.5K | 0.01% | −11−4.3% | Reduced |
| BFSG, LLC | 250 | $15.8K | 0.00% | −300−54.5% | Reduced |
| Breakwater Investment Management | 253 | $16.0K | 0.01% | 00.0% | Unchanged |