| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | New |
| Laurel Wealth Advisors LLC | 3 | $36 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 8 | $136 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 10 | $164 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 11 | $187 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 13 | $214 | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 14 | $217 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 13 | $221 | 0.00% | +13 | New |
| Glen Eagle Advisors, LLC | 14 | $238 | 0.00% | +14 | New |
| Carolina Wealth Advisors, LLC | 15 | $254 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 17 | $293 | 0.00% | +17 | New |
| West Paces Advisors Inc. | 18 | $306 | 0.00% | −161−89.9% | Reduced |
| Valued Wealth Advisors LLC | 18 | $315 | 0.00% | +18 | New |
| Maryland Capital Advisors Inc. | 19 | $323 | 0.00% | +19 | New |
| Wolff Wiese Magana LLC | 20 | $340 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 21 | $357 | 0.00% | −60−74.1% | Reduced |
| True Wealth Design, LLC | 22 | $374 | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 25 | $425 | 0.00% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 26 | $436 | 0.09% | −27,719−99.9% | Reduced |
| Missouri Trust & Investment Co | 40 | $679 | 0.00% | +40 | New |
| REAP Financial Group, LLC | 40 | $679 | 0.00% | +40 | New |
| Highline Wealth Partners LLC | 45 | $764 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 46 | $781 | 0.00% | −505−91.7% | Reduced |
| Bare Financial Services, Inc | 46 | $781 | 0.00% | +46 | New |
| TSFG, LLC | 63 | $1.00K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 63 | $1.07K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 63 | $1.07K | 0.00% | +63 | New |
| Raleigh Capital Management Inc. | 65 | $1.10K | 0.00% | +65 | New |
| Trifecta Capital Advisors, LLC | 71 | $1.21K | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 73 | $1.24K | 0.00% | +73 | New |
| Carolinas Wealth Consulting LLC | 79 | $1.35K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 80 | $1.36K | 0.00% | −92−53.5% | Reduced |
| M&R Capital Management Inc | 80 | $1.36K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 89 | $1.52K | 0.00% | 00.0% | Unchanged |
| Motco | 90 | $1.53K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 96 | $1.63K | 0.00% | +96 | New |
| Dunhill Financial, LLC | 99 | $1.68K | 0.00% | +99 | New |
| United Community Bank | 100 | $1.70K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 100 | $1.70K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 100 | $1.70K | 0.00% | +100 | New |
| Creative Capital Management Investments LLC | 106 | $1.80K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 107 | $1.81K | 0.00% | +1+0.9% | Added |
| Planning Capital Management Corp | 113 | $1.92K | 0.00% | +113 | New |
| Bruce G. Allen Investments, LLC | 114 | $1.94K | 0.00% | +114 | New |
| BBJS Financial Advisors, LLC | 114 | $1.94K | 0.00% | +1+0.9% | Added |
| Harbor Investment Advisory, LLC | 116 | $1.97K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 121 | $2.06K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 129 | $2.19K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 130 | $2.23K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 133 | $2.25K | 0.00% | +133 | New |
| Clear Point Advisors Inc. | 134 | $2.28K | 0.00% | +134 | New |
| Creekmur Asset Management LLC | 138 | $2.34K | 0.00% | +138 | New |
| Transcendent Capital Group LLC | 149 | $2.53K | 0.00% | +149 | New |
| Retirement Group, LLC | 156 | $2.65K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 157 | $2.67K | 0.00% | +9+6.1% | Added |
| Moisand Fitzgerald Tamayo, LLC | 164 | $2.79K | 0.00% | −91−35.7% | Reduced |
| Ruedi Wealth Management, Inc. | 176 | $2.99K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 176 | $3.00K | 0.00% | −44−20.0% | Reduced |
| Hazlett, Burt & Watson, Inc. | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Long Island Wealth Management, Inc. | 153 | $3.00K | 0.00% | +153 | New |
| Kayne Anderson Rudnick Investment Management LLC | 177 | $3.00K | 0.00% | +31+21.2% | Added |
| DHJJ Financial Advisors, Ltd. | 180 | $3.06K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 200 | $3.40K | 0.00% | −200−50.0% | Reduced |
| Sandy Spring Bank | 200 | $3.40K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 200 | $3.40K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 200 | $3.40K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 200 | $3.40K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 200 | $3.42K | 0.00% | −59−22.8% | Reduced |
| Clear Investment Research, LLC | 210 | $3.57K | 0.01% | +2+1.0% | Added |
| WealthCollab, LLC | 218 | $3.70K | 0.00% | +218 | New |
| Cape Investment Advisory, Inc. | 219 | $3.72K | 0.00% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 224 | $3.80K | 0.00% | +224 | New |
| Cherry Tree Wealth Management, LLC | 227 | $3.85K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 232 | $3.95K | 0.00% | +232 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 237 | $4.03K | 0.00% | 00.0% | Unchanged |
| Northwest Financial Advisors | 246 | $4.18K | 0.00% | +246 | New |
| Smartleaf Asset Management LLC | 256 | $4.39K | 0.00% | +256 | New |
| Sunbelt Securities, Inc. | 274 | $4.65K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 280 | $4.75K | 0.00% | +280 | New |
| Cullen/Frost Bankers, Inc. | 287 | $4.87K | 0.00% | +287 | New |
| Hollencrest Capital Management | 294 | $4.99K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 298 | $5.06K | 0.00% | +298 | New |
| Private Ocean, LLC | 308 | $5.23K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 317 | $5.39K | 0.00% | +2+0.6% | Added |
| Baystate Wealth Management LLC | 320 | $5.44K | 0.00% | +201+168.9% | Added |
| Kozak & Associates, Inc. | 356 | $5.45K | 0.00% | +5+1.4% | Added |
| Fortis Group Advisors, LLC | 326 | $5.54K | 0.00% | +163+100.0% | Added |
| SJS Investment Consulting Inc. | 327 | $5.55K | 0.00% | +9+2.8% | Added |
| Davis Capital Management | 340 | $5.77K | 0.01% | +340 | New |
| Avion Wealth | 326 | $6.00K | 0.00% | +57+21.2% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 372 | $6.00K | 0.00% | +372 | New |
| AdvisorNet Financial, Inc | 360 | $6.11K | 0.00% | +64+21.6% | Added |
| Manchester Capital Management LLC | 399 | $6.78K | 0.00% | +154+62.9% | Added |
| Heritage Wealth Advisors | 400 | $6.79K | 0.00% | 00.0% | Unchanged |
| Family CFO Inc | 400 | $6.79K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 404 | $6.86K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 400 | $7.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 414 | $7.03K | 0.00% | +3+0.7% | Added |
| Pflug Koory, LLC | 416 | $7.06K | 0.00% | 00.0% | Unchanged |