| Global Assets Advisory, LLC | 11,709 | $44 | 0.00% | +11,709 | New |
| Concord Wealth Partners | 0 | $102 | 0.00% | −707−100.0% | Reduced |
| TD Capital Management LLC | 1 | $263 | 0.00% | +1 | New |
| ClariVest Asset Management LLC | 2 | $520 | 0.00% | +2 | New |
| NVWM, LLC | 2 | $525 | 0.00% | +2 | New |
| Tfo-TDC, LLC | 3 | $788 | 0.00% | −3−50.0% | Reduced |
| Broadwater Capital Management LLC | 3 | $788 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 4 | $1.00K | 0.00% | +1+33.3% | Added |
| Financial Synergies Wealth Advisors, Inc. | 4 | $1.05K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 4 | $1.05K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 4 | $1.05K | 0.00% | +4 | New |
| Toth Financial Advisory Corp | 6 | $1.57K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 6 | $1.57K | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 6 | $1.57K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 7 | $1.92K | 0.00% | −8−53.3% | Reduced |
| Beaird Harris Wealth Management, LLC | 8 | $2.10K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 9 | $2.36K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 9 | $2.36K | 0.00% | +5+125.0% | Added |
| Retirement Group, LLC | 10 | $2.63K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 10 | $2.63K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 11 | $2.89K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 11 | $2.95K | 0.00% | +1+10.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 12 | $3.15K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 12 | $3.25K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 13 | $3.41K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 14 | $3.67K | 0.00% | −6−30.0% | Reduced |
| Aspect Partners, LLC | 14 | $3.67K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 14 | $3.67K | 0.00% | +3+27.3% | Added |
| Sofos Investments, Inc. | 15 | $3.74K | 0.00% | +12+400.0% | Added |
| Core Alternative Capital | 15 | $3.94K | 0.00% | −68−81.9% | Reduced |
| Pineridge Advisors LLC | 15 | $3.94K | 0.00% | −3−16.7% | Reduced |
| Trifecta Capital Advisors, LLC | 15 | $3.94K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 18 | $4.00K | 0.00% | −1,060−98.3% | Reduced |
| Old Point Trust & Financial Services N A | 16 | $4.20K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 16 | $4.20K | 0.00% | +16 | New |
| Trust Co of Vermont | 17 | $4.46K | 0.00% | +14+466.7% | Added |
| North Star Investment Management Corp. | 18 | $4.72K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 20 | $5.25K | 0.00% | +3+17.6% | Added |
| TCTC Holdings, LLC | 21 | $5.51K | 0.00% | +19+950.0% | Added |
| American National Bank | 23 | $6.04K | 0.00% | −93−80.2% | Reduced |
| Versant Capital Management, Inc | 24 | $6.30K | 0.00% | −3−11.1% | Reduced |
| HighMark Wealth Management LLC | 24 | $6.30K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 24 | $6.30K | 0.00% | +24 | New |
| Field & Main Bank | 25 | $6.56K | 0.00% | +25 | New |
| Park Circle Co | 25 | $6.56K | 0.01% | −2,500−99.0% | Reduced |
| Cherry Tree Wealth Management, LLC | 25 | $6.56K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 26 | $6.83K | 0.00% | −55−67.9% | Reduced |
| Avion Wealth | 23 | $7.00K | 0.00% | +4+21.1% | Added |
| Valued Wealth Advisors LLC | 28 | $7.23K | 0.01% | +14+100.0% | Added |
| First Foundation Advisors | 29 | $7.61K | 0.00% | +29 | New |
| NewSquare Capital LLC | 30 | $7.88K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 32 | $8.40K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 32 | $8.40K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 33 | $8.66K | 0.00% | −41−55.4% | Reduced |
| Oakworth Capital, Inc. | 34 | $8.93K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 35 | $9.19K | 0.00% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 35 | $9.43K | 0.00% | +35 | New |
| Provenance Wealth Advisors, LLC | 36 | $9.45K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 38 | $9.97K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 39 | $10.2K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 40 | $10.5K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 40 | $10.5K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 40 | $10.5K | 0.00% | +4+11.1% | Added |
| Abound Wealth Management | 40 | $10.6K | 0.00% | −1−2.4% | Reduced |
| Rogco, LP | 42 | $11.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 43 | $11.3K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 47 | $12.3K | 0.00% | +13+38.2% | Added |
| Moser Wealth Advisors, LLC | 48 | $12.6K | 0.01% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 48 | $12.6K | 0.01% | +48 | New |
| Pacific Capital Wealth Advisors, Inc | 49 | $12.9K | 0.00% | +49 | New |
| SRS Capital Advisors, Inc. | 49 | $13.0K | 0.00% | +23+88.5% | Added |
| City State Bank | 50 | $13.0K | 0.01% | −1,659−97.1% | Reduced |
| Cassady Schiller Wealth Management, LLC | 51 | $13.4K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 51 | $13.4K | 0.00% | +3+6.3% | Added |
| Cranbrook Wealth Management, LLC | 53 | $13.9K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 55 | $14.4K | 0.01% | 00.0% | Unchanged |
| Distillate Capital Partners LLC | 55 | $14.4K | 2.42% | +55 | New |
| Cedar Mountain Advisors, LLC | 57 | $15.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 58 | $15.2K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 60 | $15.8K | 0.00% | −60−50.0% | Reduced |
| Johnson Financial Group, Inc. | 60 | $15.8K | 0.00% | +57+1,900.0% | Added |
| Tradewinds Capital Management, LLC | 65 | $17.1K | 0.00% | −15−18.8% | Reduced |
| Northwest Capital Management Inc | 66 | $17.3K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 68 | $17.9K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 69 | $18.1K | 0.01% | −17−19.8% | Reduced |
| Park Place Capital Corp | 70 | $18.4K | 0.01% | −37−34.6% | Reduced |
| NBT Bank N A | 70 | $18.4K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 71 | $18.6K | 0.01% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 73 | $19.2K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 73 | $19.2K | 0.01% | +8+12.3% | Added |
| Tyler-Stone Wealth Management | 76 | $19.9K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 79 | $20.8K | 0.01% | −12−13.2% | Reduced |
| Arlington Trust Co LLC | 82 | $21.5K | 0.01% | −17−17.2% | Reduced |
| Tidemark, LLC | 84 | $22.1K | 0.01% | +54+180.0% | Added |
| Colonial Trust Advisors | 88 | $23.1K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 91 | $23.9K | 0.00% | −48−34.5% | Reduced |
| Prestige Wealth Management Group LLC | 91 | $23.9K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 90 | $24.0K | 0.00% | +28+45.2% | Added |
| CBIZ Investment Advisory Services, LLC | 93 | $24.4K | 0.00% | +93 | New |
| Peoples Bank | 95 | $24.9K | 0.02% | +35+58.3% | Added |