| CKW Financial Group | 5 | $0 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 2 | $149 | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 3 | $223 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 4 | $297 | 0.00% | −4,857−99.9% | Reduced |
| Accredited Wealth Management, LLC | 4 | $298 | 0.00% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 5 | $372 | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 6 | $444 | 0.00% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 6 | $446 | 0.00% | 00.0% | Unchanged |
| Friedenthal Financial | 6 | $446 | 0.00% | +6 | New |
| DecisionPoint Financial, LLC | 6 | $452 | 0.00% | +6 | New |
| Bare Financial Services, Inc | 7 | $520 | 0.00% | +7 | New |
| LGT Financial Advisors LLC | 9 | $669 | 0.00% | −491−98.2% | Reduced |
| Carolina Wealth Advisors, LLC | 10 | $743 | 0.00% | −45−81.8% | Reduced |
| Westend Capital Management, LLC | 10 | $743 | 0.00% | 00.0% | Unchanged |
| Financially Speaking Inc | 10 | $743 | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 10 | $743 | 0.00% | +10 | New |
| DHJJ Financial Advisors, Ltd. | 10 | $744 | 0.00% | −3−23.1% | Reduced |
| Ritter Daniher Financial Advisory LLC | 10 | $744 | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 11 | $818 | 0.00% | −6−35.3% | Reduced |
| Core Alternative Capital | 11 | $818 | 0.00% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 12 | $891 | 0.00% | +12 | New |
| Legacy Wealth Managment, LLC | 12 | $892 | 0.00% | −430−97.3% | Reduced |
| Legacy Investment Solutions, LLC | 12 | $892 | 0.00% | +12 | New |
| Eq Wealth Advisors, LLC | 13 | $966 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 16 | $1.00K | 0.00% | −17,411−99.9% | Reduced |
| Wood Tarver Financial Group, LLC | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 14 | $1.02K | 0.00% | −290−95.4% | Reduced |
| Peterson Wealth Services | 14 | $1.04K | 0.00% | +14 | New |
| Aspect Partners, LLC | 16 | $1.19K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 16 | $1.19K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 17 | $1.26K | 0.00% | −479−96.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 18 | $1.34K | 0.00% | +10+125.0% | Added |
| MPWM Advisory Solutions, LLC | 19 | $1.41K | 0.00% | −260−93.2% | Reduced |
| CGC Financial Services, LLC | 20 | $1.49K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 22 | $1.64K | 0.00% | −7−24.1% | Reduced |
| Horizon Financial Services, LLC | 22 | $1.64K | 0.00% | +7+46.7% | Added |
| Luken Investment Analytics, LLC | 25 | $1.86K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 25 | $1.86K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 26 | $1.93K | 0.00% | +17+188.9% | Added |
| Atlantic Trust, LLC | 28 | $2.08K | 0.00% | −19−40.4% | Reduced |
| Trust Co | 28 | $2.08K | 0.00% | −4−12.5% | Reduced |
| PayPay Securities Corp | 28 | $2.08K | 0.10% | −1−3.4% | Reduced |
| Stephens Consulting, LLC | 28 | $2.08K | 0.00% | +28 | New |
| Hughes Financial Services, LLC | 32 | $2.22K | 0.00% | −14−30.4% | Reduced |
| IMA Wealth, Inc. | 30 | $2.23K | 0.00% | +8+36.4% | Added |
| Crewe Advisors LLC | 33 | $2.45K | 0.00% | −498−93.8% | Reduced |
| Bay Harbor Wealth Management, LLC | 37 | $2.75K | 0.00% | +25+208.3% | Added |
| Parkworth Wealth Management, Inc. | 38 | $2.82K | 0.00% | +21+123.5% | Added |
| IMG Wealth Management, Inc. | 39 | $2.90K | 0.00% | −895−95.8% | Reduced |
| Semmax Financial Advisors Inc. | 43 | $2.91K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 40 | $2.97K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 40 | $2.97K | 0.00% | −348−89.7% | Reduced |
| McIlrath & Eck, LLC | 40 | $2.97K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 40 | $2.97K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 40 | $2.97K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 43 | $3.20K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 47 | $3.49K | 0.00% | +21+80.8% | Added |
| Valued Wealth Advisors LLC | 47 | $3.49K | 0.00% | +21+80.8% | Added |
| United Community Bank | 50 | $3.72K | 0.00% | −42−45.7% | Reduced |
| Cedar Mountain Advisors, LLC | 50 | $3.72K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 52 | $3.87K | 0.00% | +13+33.3% | Added |
| Cape Investment Advisory, Inc. | 53 | $3.94K | 0.00% | +11+26.2% | Added |
| Atlas Capital Advisors LLC | 54 | $4.01K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 56 | $4.16K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 66 | $4.31K | 0.00% | +66 | New |
| DiNuzzo Private Wealth, Inc. | 59 | $4.38K | 0.00% | +6+11.3% | Added |
| Centennial Bank | 60 | $4.46K | 0.00% | +60 | New |
| BFSG, LLC | 60 | $4.46K | 0.00% | +60 | New |
| Cheviot Value Management, LLC | 68 | $4.60K | 0.00% | 00.0% | Unchanged |
| Performa Ltd (US), LLC | 62 | $4.61K | 0.00% | +17+37.8% | Added |
| Lowe Wealth Advisors, LLC | 63 | $4.68K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 64 | $4.76K | 0.01% | +12+23.1% | Added |
| Putney Financial Group LLC | 65 | $4.83K | 0.00% | −87−57.2% | Reduced |
| Tidemark, LLC | 65 | $4.83K | 0.00% | −24−27.0% | Reduced |
| Heritage Wealth Advisors | 65 | $4.83K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 65 | $4.83K | 0.00% | +21+47.7% | Added |
| Capital A Wealth Management, LLC | 80 | $4.91K | 0.06% | +17+27.0% | Added |
| Coston, McIsaac & Partners | 71 | $5.00K | 0.00% | +7+10.9% | Added |
| NVWM, LLC | 70 | $5.20K | 0.00% | −13−15.7% | Reduced |
| Anfield Capital Management, LLC | 70 | $5.20K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 70 | $5.20K | 0.00% | +70 | New |
| SJS Investment Consulting Inc. | 72 | $5.35K | 0.00% | −17−19.1% | Reduced |
| Frazier Financial Advisors, LLC | 76 | $5.65K | 0.00% | −26−25.5% | Reduced |
| Scarborough Advisors, LLC | 77 | $5.72K | 0.00% | +77 | New |
| Icon Advisers Inc | 80 | $5.95K | 0.00% | +80 | New |
| Darwin Advisors, LLC | 89 | $6.61K | 0.00% | −64−41.8% | Reduced |
| WealthTrak Capital Management LLC | 95 | $7.06K | 0.01% | +85+850.0% | Added |
| Private Wealth Asset Management, LLC | 96 | $7.13K | 0.00% | −13−11.9% | Reduced |
| Perkins Coie Trust Co | 100 | $7.43K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 100 | $7.43K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 100 | $7.43K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 100 | $7.43K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 110 | $7.44K | 0.00% | 00.0% | Unchanged |
| Sagard Holdings Management Inc. | 101 | $7.51K | 0.02% | +101 | New |
| Access Investment Management LLC | 104 | $7.73K | 0.00% | +104 | New |
| HighMark Wealth Management LLC | 105 | $7.80K | 0.00% | +25+31.3% | Added |
| Maseco LLP | 106 | $7.88K | 0.00% | +106 | New |
| Burkett Financial Services, LLC | 110 | $8.18K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 111 | $8.25K | 0.00% | 00.0% | Unchanged |