| Retirement Wealth Solutions LLC | 0 | $18 | 0.00% | 0 | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | $37 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 2 | $117 | 0.00% | +2 | New |
| GoalVest Advisory LLC | 3 | $174 | 0.00% | +3 | New |
| Greenline Partners, LLC | 5 | $290 | 0.00% | +5 | New |
| Leonteq Securities AG | 6 | $348 | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 8 | $464 | 0.00% | 00.0% | Unchanged |
| Systematic Financial Management LP | 9 | $522 | 0.00% | −21−70.0% | Reduced |
| Dogwood Wealth Management LLC | 9 | $522 | 0.00% | +9 | New |
| American Capital Advisory, LLC | 10 | $581 | 0.00% | −4−28.6% | Reduced |
| Bear Mountain Capital, Inc. | 12 | $698 | 0.00% | +12 | New |
| Clarity Asset Management, Inc. | 13 | $764 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 14 | $812 | 0.00% | +14 | New |
| Sandy Spring Bank | 15 | $871 | 0.00% | −360−96.0% | Reduced |
| Winnow Wealth LLC | 17 | $947 | 0.00% | +6+54.5% | Added |
| DHJJ Financial Advisors, Ltd. | 18 | $1.04K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 18 | $1.04K | 0.00% | +18 | New |
| Caitong International Asset Management Co., Ltd | 19 | $1.10K | 0.00% | −2−9.5% | Reduced |
| GHP Investment Advisors, Inc. | 21 | $1.22K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 23 | $1.33K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 25 | $1.45K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 31 | $1.80K | 0.00% | +17+121.4% | Added |
| SJS Investment Consulting Inc. | 37 | $2.15K | 0.00% | +37 | New |
| Binnacle Investments Inc | 38 | $2.20K | 0.00% | +38 | New |
| Mountain Hill Investment Partners Corp. | 38 | $2.21K | 0.00% | +1+2.7% | Added |
| CarsonAllaria Wealth Management, Ltd. | 38 | $2.26K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 45 | $2.61K | 0.00% | +20+80.0% | Added |
| Tradewinds Capital Management, LLC | 47 | $2.73K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 51 | $2.97K | 0.00% | −6−10.5% | Reduced |
| Robinswood Financial LLC | 51 | $2.98K | 0.00% | +1+2.0% | Added |
| Clark Wealth Partners | 55 | $3.22K | 0.00% | +4+7.8% | Added |
| Principia Wealth Advisory, LLC | 60 | $3.24K | 0.00% | +37+160.9% | Added |
| Raffa Wealth Management, LLC | 57 | $3.31K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 58 | $3.37K | 0.00% | −33−36.3% | Reduced |
| Quest 10 Wealth Builders, Inc. | 60 | $3.48K | 0.00% | +6+11.1% | Added |
| Delta Asset Management LLC | 60 | $3.48K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 62 | $3.60K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 72 | $3.80K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 67 | $3.89K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 69 | $3.98K | 0.00% | +17+32.7% | Added |
| Hughes Financial Services, LLC | 70 | $4.00K | 0.00% | +70 | New |
| Cornerstone Planning Group LLC | 72 | $4.18K | 0.00% | +50+227.3% | Added |
| Abound Financial, LLC | 74 | $4.29K | 0.00% | +74 | New |
| Sachetta, LLC | 74 | $4.29K | 0.00% | +21+39.6% | Added |
| Centricity Wealth Management, LLC | 81 | $4.70K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 84 | $4.85K | 0.00% | +64+320.0% | Added |
| Halbert Hargrove Global Advisors, LLC | 85 | $4.93K | 0.00% | +85 | New |
| Park Square Financial Group, LLC | 98 | $5.68K | 0.00% | +98 | New |
| Laurel Wealth Advisors LLC | 100 | $5.80K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 100 | $5.80K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 103 | $5.97K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 105 | $6.09K | 0.00% | +105 | New |
| Synergy Investment Management, LLC | 105 | $6.10K | 0.00% | +1+1.0% | Added |
| New Millennium Group LLC | 108 | $6.24K | 0.00% | −212−66.3% | Reduced |
| Dunhill Financial, LLC | 108 | $6.28K | 0.00% | −33−23.4% | Reduced |
| HighMark Wealth Management LLC | 109 | $6.35K | 0.00% | +1+0.9% | Added |
| Carolinas Wealth Consulting LLC | 111 | $6.44K | 0.00% | −1−0.9% | Reduced |
| First Command Advisory Services, Inc. | 122 | $7.08K | 0.00% | +122 | New |
| Sofos Investments, Inc. | 123 | $7.13K | 0.00% | +123 | New |
| First Pacific Financial | 123 | $7.14K | 0.00% | +73+146.0% | Added |
| Iron Horse Wealth Management, LLC | 128 | $7.42K | 0.00% | +68+113.3% | Added |
| Asset Dedication, LLC | 131 | $7.60K | 0.00% | +21+19.1% | Added |
| High Note Wealth, LLC | 133 | $7.71K | 0.00% | +16+13.7% | Added |
| Moisand Fitzgerald Tamayo, LLC | 136 | $7.89K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 137 | $7.96K | 0.00% | −5−3.5% | Reduced |
| Red Tortoise LLC | 138 | $8.01K | 0.00% | +138 | New |
| Compass Financial Services Inc | 140 | $8.12K | 0.00% | +140 | New |
| ORG Partners LLC | 3,079 | $8.65K | 0.00% | +1,237+67.2% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 149 | $8.65K | 0.01% | +149 | New |
| First Horizon Advisors, Inc. | 150 | $8.70K | 0.00% | −79−34.5% | Reduced |
| Flagship Wealth Advisors, LLC | 150 | $8.70K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 154 | $8.93K | 0.01% | +154 | New |
| FNY Investment Advisers, LLC | 170 | $9.00K | 0.01% | −80−32.0% | Reduced |
| Insight Financial Services | 159 | $9.22K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 173 | $10.0K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 177 | $10.3K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 181 | $10.5K | 0.00% | +8+4.6% | Added |
| Sittner & Nelson, LLC | 182 | $10.6K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 184 | $10.7K | 0.00% | −299−61.9% | Reduced |
| St Germain D J Co Inc | 185 | $10.7K | 0.00% | −567−75.4% | Reduced |
| Ameliora Wealth Management Ltd. | 188 | $10.9K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 189 | $11.0K | 0.00% | +185+4,625.0% | Added |
| Avion Wealth | 217 | $11.0K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 200 | $11.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 190 | $11.0K | 0.00% | 00.0% | Unchanged |
| Demars Financial Group, LLC | 652,671 | $11.3K | 0.32% | +75,683+13.1% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 200 | $11.6K | 0.02% | −349−63.6% | Reduced |
| Legacy Wealth Managment, LLC | 200 | $11.6K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 200 | $11.6K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 200 | $11.6K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 207 | $12.0K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 218 | $12.6K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 228 | $12.8K | 0.00% | +2+0.9% | Added |
| Roble, Belko & Company, Inc | 216 | $13.0K | 0.00% | +27+14.3% | Added |
| Washington Trust Advisors, Inc. | 233 | $13.5K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 237 | $13.8K | 0.00% | +29+13.9% | Added |
| Evermay Wealth Management LLC | 238 | $13.8K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 250 | $14.5K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 253 | $14.7K | 0.02% | 00.0% | Unchanged |
| Hemington Wealth Management | 267 | $15.0K | 0.00% | −31−10.4% | Reduced |
