| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| BOK Financial Private Wealth, Inc. | 0 | $7 | 0.00% | 0 | New |
| Valued Wealth Advisors LLC | 4 | $134 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 4 | $134 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 10 | $331 | 0.00% | −1−9.1% | Reduced |
| Bare Financial Services, Inc | 12 | $397 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 12 | $397 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 14 | $463 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 15 | $496 | 0.00% | +15 | New |
| Truvestments Capital LLC | 17 | $562 | 0.00% | +17 | New |
| ClariVest Asset Management LLC | 27 | $749 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 25 | $834 | 0.00% | +20+400.0% | Added |
| True Wealth Design, LLC | 27 | $894 | 0.00% | +4+17.4% | Added |
| MeadowBrook Investment Advisors LLC | 29 | $959 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 17 | $1.00K | 0.00% | −2,369−99.3% | Reduced |
| Rakuten Securities, Inc. | 31 | $1.02K | 0.00% | +29+1,450.0% | Added |
| Stone House Investment Management, LLC | 33 | $1.09K | 0.00% | +33 | New |
| Heritage Wealth Advisors | 43 | $1.42K | 0.00% | +43 | New |
| SJS Investment Consulting Inc. | 43 | $1.42K | 0.00% | +11+34.4% | Added |
| Baldwin Brothers Inc | 43 | $1.43K | 0.00% | +43 | New |
| Sound Income Strategies, LLC | 44 | $1.46K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 48 | $1.59K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 52 | $1.72K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 56 | $1.85K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 57 | $1.89K | 0.00% | +57 | New |
| Ridgewood Investments LLC | 58 | $1.92K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 60 | $2.00K | 0.00% | −637−91.4% | Reduced |
| Penserra Capital Management LLC | 63 | $2.00K | 0.00% | +3+5.0% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 77 | $2.00K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 62 | $2.05K | 0.00% | +18+40.9% | Added |
| CGC Financial Services, LLC | 69 | $2.28K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 72 | $2.38K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 77 | $2.55K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 85 | $2.81K | 0.00% | −719−89.4% | Reduced |
| VitalStone Financial, LLC | 86 | $2.85K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 87 | $3.00K | 0.00% | −13−13.0% | Reduced |
| Adirondack Trust Co | 100 | $3.31K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 100 | $3.31K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 100 | $3.31K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 100 | $3.31K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 102 | $3.37K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 104 | $3.44K | 0.00% | +100+2,500.0% | Added |
| FinTrust Capital Advisors, LLC | 105 | $3.47K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 110 | $3.64K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 117 | $3.87K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 125 | $4.13K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 150 | $4.15K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 130 | $4.30K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 131 | $4.33K | 0.00% | +22+20.2% | Added |
| Dunhill Financial, LLC | 147 | $4.85K | 0.00% | +77+110.0% | Added |
| Frazier Financial Advisors, LLC | 150 | $4.96K | 0.00% | 00.0% | Unchanged |
| Peterson Financial Group, Inc. | 158 | $5.24K | 0.02% | +158 | New |
| Sachetta, LLC | 169 | $5.60K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 172 | $5.73K | 0.00% | −17−9.0% | Reduced |
| Capital Advisors, Ltd. LLC | 167 | $6.00K | 0.00% | +3+1.8% | Added |
| Pacific Center for Financial Services | 190 | $6.29K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 191 | $6.32K | 0.00% | +1+0.5% | Added |
| Voisard Asset Management Group, Inc. | 198 | $6.55K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 200 | $6.62K | 0.00% | +200 | New |
| Guardian Wealth Management, Inc. | 202 | $6.68K | 0.00% | 00.0% | Unchanged |
| City State Bank | 202 | $6.68K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 203 | $6.71K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 213 | $7.05K | 0.00% | +213 | New |
| DT Investment Partners, LLC | 214 | $7.08K | 0.00% | +155+262.7% | Added |
| Reston Wealth Management LLC | 236 | $7.80K | 0.00% | +236 | New |
| Addison Advisors LLC | 236 | $7.81K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 238 | $7.83K | 0.00% | +70+41.7% | Added |
| Macroview Investment Management LLC | 241 | $7.97K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 264 | $8.00K | 0.00% | +264 | New |
| Delta Asset Management LLC | 260 | $8.60K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 263 | $9.00K | 0.00% | −557−67.9% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 285 | $9.43K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 288 | $9.53K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 289 | $9.55K | 0.00% | −341−54.1% | Reduced |
| Clearstead Advisors, LLC | 294 | $9.73K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 300 | $9.92K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 328 | $10.0K | 0.00% | +218+198.2% | Added |
| Johnson Financial Group, Inc. | 305 | $10.2K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 321 | $10.6K | 0.00% | +2+0.6% | Added |
| Values First Advisors, Inc. | 331 | $11.0K | 0.01% | +331 | New |
| MV Capital Management, Inc. | 336 | $11.1K | 0.00% | +137+68.8% | Added |
| Global Financial Private Client, LLC | 336 | $11.1K | 0.00% | +336 | New |
| Tompkins Financial Corp | 341 | $11.3K | 0.00% | +141+70.5% | Added |
| Byrne Asset Management LLC | 350 | $11.6K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 360 | $11.9K | 0.00% | +93+34.8% | Added |
| Planned Solutions, Inc. | 381 | $12.6K | 0.01% | +381 | New |
| Capital Performance Advisors LLP | 383 | $12.7K | 0.00% | +383 | New |
| Glen Eagle Advisors, LLC | 397 | $13.1K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 394 | $13.1K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 400 | $13.2K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 400 | $13.2K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 400 | $13.2K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 404 | $13.4K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 409 | $13.5K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 410 | $13.6K | 0.01% | +4+1.0% | Added |
| Matrix Trust Co | 437 | $14.0K | 0.00% | +437 | New |
| Provenance Wealth Advisors, LLC | 453 | $15.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 451 | $15.0K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 460 | $15.3K | 0.01% | +4+0.9% | Added |
| WealthCollab, LLC | 469 | $15.5K | 0.01% | 00.0% | Unchanged |