| Hallmark Capital Management Inc | 0 | $12 | 0.00% | 0 | Unchanged |
| Raleigh Capital Management Inc. | 0 | $14 | 0.00% | −6−100.0% | Reduced |
| ROSS\JOHNSON & Associates LLC | 1 | $167 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 1 | $167 | 0.00% | +1 | New |
| Northwest Capital Management Inc | 2 | $259 | 0.00% | −42−95.5% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 2 | $335 | 0.00% | +2 | New |
| Carolina Wealth Advisors, LLC | 3 | $502 | 0.00% | +3 | New |
| First Pacific Financial | 3 | $502 | 0.00% | +3 | New |
| Grey Fox Wealth Advisors, LLC | 3 | $502 | 0.00% | +3 | New |
| Glass Jacobson Investment Advisors llc | 3 | $504 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 4 | $670 | 0.00% | +4 | New |
| Logan Capital Management Inc | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Financial Life Planners | 6 | $1.01K | 0.00% | +6 | New |
| Caitlin John, LLC | 6 | $1.02K | 0.00% | +6 | New |
| Compass Financial Services Inc | 7 | $1.17K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 7 | $1.23K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 10 | $1.67K | 0.00% | −245−96.1% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $1.67K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 10 | $1.67K | 0.00% | +10 | New |
| Seneschal Advisors, LLC | 10 | $1.67K | 0.00% | +10 | New |
| Teachers Insurance & Annuity Association of America | 13 | $2.17K | 0.00% | +13 | New |
| Retirement Wealth Solutions LLC | 13 | $2.18K | 0.00% | +13 | New |
| Godsey & Gibb Associates | 16 | $2.68K | 0.00% | +16 | New |
| HFM Investment Advisors, LLC | 17 | $2.84K | 0.00% | +4+30.8% | Added |
| DecisionPoint Financial, LLC | 16 | $2.92K | 0.00% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 18 | $3.01K | 0.00% | +18 | New |
| Spurstone Advisory Services, LLC | 20 | $3.35K | 0.05% | +20 | New |
| PayPay Securities Corp | 20 | $3.41K | 0.12% | −1−4.8% | Reduced |
| Princeton Global Asset Management LLC | 21 | $3.51K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 22 | $3.68K | 0.00% | +6+37.5% | Added |
| Stephens Consulting, LLC | 22 | $3.73K | 0.00% | −275−92.6% | Reduced |
| Red Tortoise LLC | 23 | $3.85K | 0.00% | +23 | New |
| William B. Walkup & Associates, Inc. | 23 | $3.94K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 24 | $4.02K | 0.00% | +9+60.0% | Added |
| ZRC Wealth Management, LLC | 24 | $4.02K | 0.00% | +24 | New |
| Avalon Trust Co | 25 | $4.18K | 0.00% | +25 | New |
| Evergreen Private Wealth LLC | 26 | $4.35K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 28 | $4.68K | 0.00% | −1−3.4% | Reduced |
| Country Trust Bank | 29 | $4.85K | 0.00% | +6+26.1% | Added |
| St Germain D J Co Inc | 30 | $5.02K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 30 | $5.02K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 30 | $5.02K | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 30 | $5.02K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 31 | $5.19K | 0.00% | +31 | New |
| Vermillion Wealth Management, Inc. | 31 | $5.24K | 0.00% | −664−95.5% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 33 | $5.52K | 0.00% | 00.0% | Unchanged |
| DB Fitzpatrick & Co, Inc | 34 | $5.69K | 0.01% | −15−30.6% | Reduced |
| Evolution Wealth Management Inc. | 34 | $5.69K | 0.01% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 35 | $5.86K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 38 | $6.36K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 42 | $7.03K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 44 | $7.36K | 0.00% | +4+10.0% | Added |
| Cedar Mountain Advisors, LLC | 45 | $7.57K | 0.00% | −100−69.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 46 | $7.70K | 0.00% | +16+53.3% | Added |
| Finley Financial, LLC | 46 | $7.70K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 46 | $7.70K | 0.00% | +46 | New |
| Hurley Capital, LLC | 47 | $7.89K | 0.00% | +10+27.0% | Added |
| DAGCO, Inc. | 47 | $7.92K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 50 | $8.37K | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 50 | $8.37K | 0.00% | +50 | New |
| Quest 10 Wealth Builders, Inc. | 51 | $8.53K | 0.01% | −1−1.9% | Reduced |
| Bellevue Asset Management, LLC | 51 | $8.55K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 52 | $8.70K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 53 | $8.87K | 0.01% | −4,662−98.9% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 57 | $9.54K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 57 | $9.54K | 0.00% | −2−3.4% | Reduced |
| DiNuzzo Private Wealth, Inc. | 81 | $9.64K | 0.00% | +6+8.0% | Added |
| Heartwood Wealth Advisors LLC | 58 | $9.71K | 0.00% | +58 | New |
| Principia Wealth Advisory, LLC | 60 | $10.0K | 0.01% | +5+9.1% | Added |
| MCF Advisors LLC | 66 | $11.1K | 0.00% | +33+100.0% | Added |
| Wealth Preservation Advisors, LLC | 68 | $11.4K | 0.01% | −24−26.1% | Reduced |
| Bare Financial Services, Inc | 72 | $12.0K | 0.00% | +2+2.9% | Added |
| FSA Wealth Management LLC | 73 | $12.2K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 75 | $12.5K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 81 | $13.6K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 83 | $13.9K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 84 | $14.1K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 86 | $14.4K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 87 | $14.6K | 0.01% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 89 | $14.9K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 90 | $15.1K | 0.00% | +2+2.3% | Added |
| Clark Wealth Partners | 55 | $15.7K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 95 | $15.9K | 0.00% | +50+111.1% | Added |
| CKW Financial Group | 90 | $16.0K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 97 | $16.2K | 0.00% | +9+10.2% | Added |
| Boyd Watterson Asset Management LLC | 97 | $16.2K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 97 | $16.2K | 0.00% | +97 | New |
| Colonial Trust Advisors | 97 | $16.3K | 0.00% | +50+106.4% | Added |
| Richardson Financial Services Inc. | 98 | $16.4K | 0.01% | +89+988.9% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 100 | $16.7K | 0.01% | −47−32.0% | Reduced |
| Chesapeake Asset Management LLC | 100 | $16.7K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $16.7K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 100 | $16.7K | 0.00% | +25+33.3% | Added |
| Moisand Fitzgerald Tamayo, LLC | 100 | $16.8K | 0.00% | −15−13.0% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 101 | $16.9K | 0.01% | +62+159.0% | Added |
| Davidson Capital Management Inc. | 101 | $16.9K | 0.00% | −7−6.5% | Reduced |
| New Millennium Group LLC | 102 | $17.1K | 0.01% | −268−72.4% | Reduced |
| Wealth Watch Advisors, INC | 102 | $17.1K | 0.01% | +102 | New |
| Birchbrook, Inc. | 102 | $17.1K | 0.01% | 00.0% | Unchanged |
