| Principia Wealth Advisory, LLC | 1 | $186 | 0.00% | −5−83.3% | Reduced |
| Provenance Wealth Advisors, LLC | 2 | $380 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 2 | $380 | 0.00% | +2 | New |
| ORG Partners LLC | 3 | $570 | 0.00% | −350−99.2% | Reduced |
| Carolinas Wealth Consulting LLC | 3 | $570 | 0.00% | −10−76.9% | Reduced |
| Bare Financial Services, Inc | 3 | $570 | 0.00% | +3 | New |
| Redwood Park Advisors LLC | 3 | $571 | 0.00% | −1−25.0% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 3 | $571 | 0.00% | +3 | New |
| HFM Investment Advisors, LLC | 3 | $571 | 0.00% | +3 | New |
| Valued Wealth Advisors LLC | 3 | $574 | 0.00% | −227−98.7% | Reduced |
| Rakuten Securities, Inc. | 4 | $760 | 0.00% | −20−83.3% | Reduced |
| Parkworth Wealth Management, Inc. | 4 | $760 | 0.00% | +1+33.3% | Added |
| WestEnd Advisors, LLC | 4 | $760 | 0.00% | +3+300.0% | Added |
| Bay Harbor Wealth Management, LLC | 4 | $760 | 0.00% | +4 | New |
| Kestra Investment Management, LLC | 4 | $761 | 0.00% | −900−99.6% | Reduced |
| TD Capital Management LLC | 4 | $771 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 5 | $950 | 0.00% | −1−16.7% | Reduced |
| Nova Wealth Management, Inc. | 5 | $950 | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 5 | $950 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 5 | $950 | 0.00% | +5 | New |
| Trifecta Capital Advisors, LLC | 5 | $951 | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 5 | $951 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 5 | $951 | 0.00% | +5 | New |
| Capital Advisors, Ltd. LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 6 | $1.14K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 6 | $1.14K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 6 | $1.14K | 0.00% | +4+200.0% | Added |
| Pacifica Partners Inc. | 8 | $1.38K | 0.00% | +8 | New |
| Raleigh Capital Management Inc. | 8 | $1.52K | 0.00% | −98−92.5% | Reduced |
| Park Square Financial Group, LLC | 8 | $1.52K | 0.00% | −1−11.1% | Reduced |
| Iron Horse Wealth Management, LLC | 8 | $1.52K | 0.00% | +8 | New |
| PayPay Securities Corp | 8 | $1.71K | 0.10% | −7−46.7% | Reduced |
| Whipplewood Advisors, LLC | 30,735 | $1.71K | 0.00% | +30,717+170,650.0% | Added |
| Raffa Wealth Management, LLC | 9 | $1.71K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 10 | $1.81K | 0.00% | +8+400.0% | Added |
| Tortoise Investment Management, LLC | 10 | $1.90K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 10 | $1.90K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 10 | $1.90K | 0.00% | +5+100.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 10 | $1.91K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 11 | $2.09K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 11 | $2.09K | 0.00% | +11 | New |
| Riggs Asset Managment Co. Inc. | 13 | $2.47K | 0.00% | +7+116.7% | Added |
| First Command Advisory Services, Inc. | 13 | $2.47K | 0.00% | +13 | New |
| Beaird Harris Wealth Management, LLC | 14 | $2.66K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 15 | $2.85K | 0.00% | +15 | New |
| New Age Alpha Advisors, LLC | 16 | $3.04K | 0.00% | −18,390−99.9% | Reduced |
| Millstone Evans Group, LLC | 17 | $3.23K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 17 | $3.25K | 0.00% | +17 | New |
| Marshall & Sterling Wealth Advisors Inc. | 17 | $3.26K | 0.00% | −1−5.6% | Reduced |
| Medallion Wealth Advisors, LLC | 18 | $3.42K | 0.00% | +18 | New |
| Carolina Wealth Advisors, LLC | 18 | $3.42K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 18 | $3.42K | 0.00% | 00.0% | Unchanged |
| Eq Wealth Advisors, LLC | 18 | $3.42K | 0.00% | +18 | New |
| Proffitt & Goodson Inc | 18 | $3.42K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 20 | $3.80K | 0.00% | −2,324−99.1% | Reduced |
| MPWM Advisory Solutions, LLC | 21 | $3.99K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 22 | $4.18K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 23 | $4.37K | 0.00% | +2+9.5% | Added |
| Creative Financial Designs Inc | 23 | $4.39K | 0.00% | +12+109.1% | Added |
| Murphy & Mullick Capital Management Corp | 24 | $4.56K | 0.00% | 00.0% | Unchanged |
| Atala Financial Inc | 24 | $4.56K | 0.00% | 00.0% | Unchanged |
| City State Bank | 25 | $4.75K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 25 | $4.75K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 26 | $4.94K | 0.00% | +26 | New |
| Tidemark, LLC | 27 | $5.13K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 29 | $5.51K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 29 | $5.51K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 30 | $5.70K | 0.00% | −63−67.7% | Reduced |
| Bell Investment Advisors, Inc | 30 | $5.70K | 0.00% | −21−41.2% | Reduced |
| Transce3nd, LLC | 30 | $5.70K | 0.00% | −10−25.0% | Reduced |
| Richards, Merrill & Peterson, Inc. | 30 | $5.70K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 30 | $5.70K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 31 | $5.89K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 31 | $5.89K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 34 | $6.46K | 0.00% | 00.0% | Unchanged |
| Compass Planning Associates Inc | 37 | $7.12K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 38 | $7.22K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 39 | $7.41K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 41 | $7.79K | 0.00% | +30+272.7% | Added |
| TSFG, LLC | 42 | $8.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 43 | $8.18K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 50 | $8.53K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 45 | $8.55K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 45 | $8.55K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 47 | $8.93K | 0.00% | +3+6.8% | Added |
| South Plains Financial, Inc. | 48 | $9.12K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 48 | $9.12K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 52 | $9.88K | 0.01% | −5−8.8% | Reduced |
| Sierra Ocean, LLC | 52 | $9.88K | 0.01% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 55 | $10.0K | 0.01% | +55 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 53 | $10.1K | 0.02% | −8−13.1% | Reduced |
| Hughes Financial Services, LLC | 54 | $10.3K | 0.00% | +54 | New |
| Highline Wealth Partners LLC | 56 | $10.6K | 0.00% | +14+33.3% | Added |
| Red Tortoise LLC | 60 | $11.3K | 0.01% | +1+1.7% | Added |
| GPS Wealth Strategies Group, LLC | 60 | $11.4K | 0.00% | −68−53.1% | Reduced |
| Dunhill Financial, LLC | 61 | $11.5K | 0.01% | −447−88.0% | Reduced |
| Pin Oak Investment Advisors Inc | 63 | $12.0K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 65 | $12.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 69 | $13.1K | 0.00% | −4−5.5% | Reduced |
