| Principia Wealth Advisory, LLC | 2 | $90 | 0.00% | −17−89.5% | Reduced |
| Perkins Coie Trust Co | 2 | $96 | 0.00% | +2 | New |
| SWAN Capital LLC | 4 | $194 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 5 | $242 | 0.00% | −5−50.0% | Reduced |
| Osterweis Capital Management Inc | 5 | $242 | 0.00% | +5 | New |
| American Capital Advisory, LLC | 5 | $250 | 0.00% | +5 | Added |
| HFM Investment Advisors, LLC | 6 | $291 | 0.00% | +6 | New |
| Parkworth Wealth Management, Inc. | 7 | $339 | 0.00% | −3−30.0% | Reduced |
| WestEnd Advisors, LLC | 9 | $436 | 0.00% | +6+200.0% | Added |
| Quest Partners LLC | 12 | $581 | 0.00% | −78−86.7% | Reduced |
| Park Square Financial Group, LLC | 12 | $581 | 0.00% | −11−47.8% | Reduced |
| Valued Wealth Advisors LLC | 12 | $584 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 13 | $629 | 0.00% | +13 | New |
| NVWM, LLC | 14 | $678 | 0.00% | −10−41.7% | Reduced |
| Cape Investment Advisory, Inc. | 14 | $678 | 0.00% | −2−12.5% | Reduced |
| Kiker Wealth Management, LLC | 17 | $823 | 0.00% | +17 | New |
| True Wealth Design, LLC | 17 | $827 | 0.00% | −10−37.0% | Reduced |
| CBIZ Investment Advisory Services, LLC | 18 | $871 | 0.00% | +18 | New |
| Sittner & Nelson, LLC | 19 | $920 | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 21 | $1.02K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 22 | $1.06K | 0.00% | −24−52.2% | Reduced |
| S&T Bank | 23 | $1.11K | 0.00% | +23 | New |
| Stone House Investment Management, LLC | 24 | $1.16K | 0.00% | +24 | New |
| WealthTrak Capital Management LLC | 25 | $1.21K | 0.00% | 00.0% | Unchanged |
| Greenline Partners, LLC | 26 | $1.26K | 0.00% | +26 | New |
| PayPay Securities Corp | 26 | $1.28K | 0.07% | −2−7.1% | Reduced |
| Clark Wealth Partners | 27 | $1.31K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 27 | $1.31K | 0.00% | +12+80.0% | Added |
| Highline Wealth Partners LLC | 33 | $1.60K | 0.00% | +15+83.3% | Added |
| Horizons Wealth Management | 34 | $1.65K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 34 | $1.65K | 0.00% | −28−45.2% | Reduced |
| Dogwood Wealth Management LLC | 36 | $1.74K | 0.00% | +36 | New |
| Concord Wealth Partners | 37 | $1.79K | 0.00% | −22−37.3% | Reduced |
| ESL Trust Services, LLC | 37 | $1.79K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 38 | $1.84K | 0.00% | +38 | New |
| Dunhill Financial, LLC | 38 | $1.85K | 0.00% | +14+58.3% | Added |
| Granite FO LLC | 39 | $1.89K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 39 | $1.89K | 0.00% | +4+11.4% | Added |
| Carolina Wealth Advisors, LLC | 40 | $1.94K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 42 | $2.03K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 46 | $2.21K | 0.00% | +1+2.2% | Added |
| Cornerstone Planning Group LLC | 55 | $2.31K | 0.00% | +36+189.5% | Added |
| Red Tortoise LLC | 50 | $2.42K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 50 | $2.42K | 0.00% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 50 | $2.42K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 50 | $2.42K | 0.00% | +50 | New |
| Hughes Financial Services, LLC | 54 | $2.62K | 0.00% | +54 | New |
| Atlas Capital Advisors LLC | 57 | $2.76K | 0.00% | −400−87.5% | Reduced |
| Quest 10 Wealth Builders, Inc. | 60 | $2.90K | 0.00% | −59−49.6% | Reduced |
| Ogorek Anthony Joseph | 74 | $3.00K | 0.00% | +74 | New |
| AdvisorNet Financial, Inc | 63 | $3.05K | 0.00% | −341−84.4% | Reduced |
| Mascoma Wealth Management LLC | 66 | $3.19K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 69 | $3.32K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 69 | $3.35K | 0.00% | +69 | New |
| Hopwood Financial Services, Inc. | 70 | $3.39K | 0.00% | +70 | New |
| Peterson Wealth Services | 74 | $3.58K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 77 | $3.73K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 78 | $3.78K | 0.00% | +78 | New |
| Optiver Holding B.V. | 79 | $3.82K | 0.00% | −1,691−95.5% | Reduced |
| Harbor Investment Advisory, LLC | 79 | $3.82K | 0.00% | 00.0% | Unchanged |
| Compass Financial Services Inc | 79 | $3.84K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 80 | $3.87K | 0.00% | −23−22.3% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 91 | $4.00K | 0.00% | +48+111.6% | Added |
| Sierra Ocean, LLC | 86 | $4.19K | 0.00% | −31−26.5% | Reduced |
| Bell Investment Advisors, Inc | 87 | $4.21K | 0.00% | +21+31.8% | Added |
| Brown, Lisle/Cummings, Inc. | 88 | $4.26K | 0.00% | +5+6.0% | Added |
| DT Investment Partners, LLC | 88 | $4.26K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 88 | $4.27K | 0.00% | +88 | New |
| Prestige Wealth Management Group LLC | 97 | $4.70K | 0.00% | +3+3.2% | Added |
| Center for Financial Planning, Inc. | 100 | $4.84K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 100 | $4.84K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 102 | $4.94K | 0.01% | +1+1.0% | Added |
| Sachetta, LLC | 105 | $5.08K | 0.00% | +7+7.1% | Added |
| Fortitude Family Office, LLC | 106 | $5.13K | 0.00% | −21−16.5% | Reduced |
| Arlington Trust Co LLC | 106 | $5.13K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 108 | $5.23K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 112 | $5.42K | 0.00% | −396−78.0% | Reduced |
| Rakuten Securities, Inc. | 118 | $5.71K | 0.00% | −357−75.2% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 118 | $5.71K | 0.00% | +118 | New |
| West Paces Advisors Inc. | 120 | $5.81K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 130 | $6.28K | 0.00% | +13+11.1% | Added |
| Rialto Wealth Management, LLC | 135 | $6.54K | 0.00% | +15+12.5% | Added |
| Addison Advisors LLC | 140 | $6.78K | 0.00% | −34−19.5% | Reduced |
| Centennial Bank | 143 | $6.92K | 0.00% | −125−46.6% | Reduced |
| Salomon & Ludwin, LLC | 150 | $7.26K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 152 | $7.36K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 152 | $7.36K | 0.00% | +93+157.6% | Added |
| Activest Wealth Management | 153 | $7.41K | 0.00% | +148+2,960.0% | Added |
| Golden State Wealth Management, LLC | 155 | $7.53K | 0.00% | +100+181.8% | Added |
| Private Wealth Management Group, LLC | 157 | $7.60K | 0.00% | +9+6.1% | Added |
| Main Street Group, LTD | 175 | $8.47K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 176 | $8.52K | 0.00% | −12−6.4% | Reduced |
| Carolinas Wealth Consulting LLC | 176 | $8.53K | 0.00% | +78+79.6% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 184 | $8.90K | 0.00% | +2+1.1% | Added |
| Versant Capital Management, Inc | 188 | $9.10K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 190 | $9.20K | 0.00% | −10−5.0% | Reduced |
| GoalVest Advisory LLC | 200 | $9.68K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 200 | $9.68K | 0.01% | 00.0% | Unchanged |