| Raleigh Capital Management Inc. | 0 | $3 | 0.00% | −183−100.0% | Reduced |
| West Branch Capital LLC | 1 | $128 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1 | $128 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 1 | $128 | 0.00% | +1 | New |
| Bear Mountain Capital, Inc. | 1 | $145 | 0.00% | +1 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2 | $255 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 2 | $256 | 0.00% | −1−33.3% | Reduced |
| GoalVest Advisory LLC | 3 | $383 | 0.00% | +3 | New |
| Stonebridge Financial Group, LLC | 3 | $383 | 0.00% | +3 | New |
| Binnacle Investments Inc | 3 | $383 | 0.00% | +3 | New |
| Highline Wealth Partners LLC | 4 | $511 | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 4 | $511 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 4 | $511 | 0.00% | +4 | New |
| Bare Financial Services, Inc | 4 | $511 | 0.00% | +4 | New |
| Dogwood Wealth Management LLC | 4 | $511 | 0.00% | +4 | New |
| Blume Capital Management, Inc. | 4 | $512 | 0.00% | −296−98.7% | Reduced |
| Continuum Advisory, LLC | 5 | $639 | 0.00% | −185−97.4% | Reduced |
| WealthTrak Capital Management LLC | 5 | $639 | 0.00% | −9−64.3% | Reduced |
| HFM Investment Advisors, LLC | 5 | $639 | 0.00% | +5 | New |
| Parkworth Wealth Management, Inc. | 6 | $767 | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 6 | $767 | 0.00% | +6 | New |
| Laurel Wealth Advisors LLC | 7 | $895 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 7 | $895 | 0.00% | +5+250.0% | Added |
| Valley National Advisers Inc | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 9 | $1.15K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 10 | $1.28K | 0.00% | +10 | New |
| Kings Path Partners LLC | 10 | $1.28K | 0.00% | −10,804−99.9% | Reduced |
| Wolff Wiese Magana LLC | 10 | $1.28K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 10 | $1.28K | 0.00% | +10 | New |
| Plante Moran Financial Advisors, LLC | 10 | $1.28K | 0.00% | +10 | New |
| Rakuten Securities, Inc. | 10 | $1.28K | 0.00% | +10 | New |
| Quest 10 Wealth Builders, Inc. | 13 | $1.69K | 0.00% | +2+18.2% | Added |
| North Star Investment Management Corp. | 14 | $1.79K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 14 | $1.79K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 14 | $1.79K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 15 | $1.92K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 15 | $1.92K | 0.00% | 00.0% | Unchanged |
| Greenline Partners, LLC | 15 | $1.92K | 0.00% | +15 | New |
| Truvestments Capital LLC | 16 | $2.04K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 16 | $2.07K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 17 | $2.17K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 17 | $2.18K | 0.00% | +2+13.3% | Added |
| Principia Wealth Advisory, LLC | 16 | $2.19K | 0.00% | +8+100.0% | Added |
| Conquis Financial LLC | 18 | $2.30K | 0.00% | −17−48.6% | Reduced |
| SBI Securities Co., Ltd. | 19 | $2.43K | 0.00% | −1−5.0% | Reduced |
| Hughes Financial Services, LLC | 19 | $2.45K | 0.00% | +19 | New |
| Brown, Lisle/Cummings, Inc. | 20 | $2.56K | 0.00% | +20 | New |
| AdvisorNet Financial, Inc | 21 | $2.68K | 0.00% | +5+31.3% | Added |
| Moisand Fitzgerald Tamayo, LLC | 22 | $2.81K | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 23 | $2.94K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 23 | $2.94K | 0.00% | +23 | New |
| Penserra Capital Management LLC | 27 | $3.00K | 0.00% | −840−96.9% | Reduced |
| Caldwell Sutter Capital, Inc. | 24 | $3.07K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 24 | $3.07K | 0.00% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 27 | $3.45K | 0.00% | −47−63.5% | Reduced |
| Washington Trust Advisors, Inc. | 28 | $3.52K | 0.00% | +3+12.0% | Added |
| United Community Bank | 29 | $3.71K | 0.00% | +29 | New |
| Retirement Wealth Solutions LLC | 30 | $3.83K | 0.00% | +9+42.9% | Added |
| Raffa Wealth Management, LLC | 35 | $4.47K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 36 | $4.60K | 0.00% | −3−7.7% | Reduced |
| FSA Wealth Management LLC | 37 | $4.73K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 37 | $4.73K | 0.00% | −3−7.5% | Reduced |
| Coston, McIsaac & Partners | 40 | $5.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 40 | $5.11K | 0.00% | −9−18.4% | Reduced |
| GKV Capital Management Co., Inc. | 41 | $5.24K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 42 | $5.37K | 0.00% | +42 | New |
| High Note Wealth, LLC | 43 | $5.50K | 0.00% | −1−2.3% | Reduced |
| JNBA Financial Advisors | 44 | $5.62K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 45 | $5.76K | 0.01% | +29+181.3% | Added |
| GPS Wealth Strategies Group, LLC | 46 | $5.88K | 0.00% | +1+2.2% | Added |
| Avalon Trust Co | 50 | $6.39K | 0.00% | −117−70.1% | Reduced |
| Glen Eagle Advisors, LLC | 50 | $6.39K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 53 | $6.77K | 0.01% | −8−13.1% | Reduced |
| Avion Wealth | 49 | $7.00K | 0.00% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 58 | $7.00K | 0.00% | +42+262.5% | Added |
| Hoey Investments, Inc | 56 | $7.16K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 57 | $7.23K | 0.00% | −13−18.6% | Reduced |
| Rocky Mountain Advisers, LLC | 58 | $7.41K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 58 | $7.41K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 59 | $7.54K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 60 | $7.67K | 0.00% | +4+7.1% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 60 | $7.67K | 0.01% | +60 | New |
| Barrett & Company, Inc. | 66 | $8.48K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 67 | $8.56K | 0.00% | −18−21.2% | Reduced |
| Accent Capital Management, LLC | 67 | $8.56K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 65 | $9.12K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 72 | $9.20K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 9,567 | $9.57K | 0.00% | +9,567 | New |
| TruNorth Capital Management, LLC | 75 | $9.58K | 0.00% | +61+435.7% | Added |
| Dunhill Financial, LLC | 78 | $9.98K | 0.00% | −8−9.3% | Reduced |
| Hanson & Doremus Investment Management | 81 | $10.0K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 79 | $10.1K | 0.00% | +13+19.7% | Added |
| Valued Wealth Advisors LLC | 81 | $10.4K | 0.01% | −37−31.4% | Reduced |
| Activest Wealth Management | 82 | $10.5K | 0.00% | +79+2,633.3% | Added |
| Montag & Caldwell, LLC | 83 | $10.6K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 84 | $10.7K | 0.00% | +2+2.4% | Added |
| Redwood Park Advisors LLC | 84 | $10.7K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 85 | $10.9K | 0.00% | 00.0% | Unchanged |