| Cape Investment Advisory, Inc. | 1 | $242 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 1 | $242 | 0.00% | +1 | New |
| ROSS\JOHNSON & Associates LLC | 1 | $242 | 0.00% | +1 | New |
| Horizon Financial Services, LLC | 2 | $484 | 0.00% | +2 | New |
| Stonebridge Financial Group, LLC | 2 | $484 | 0.00% | +2 | New |
| American Capital Advisory, LLC | 2 | $485 | 0.00% | +2 | New |
| First Command Advisory Services, Inc. | 3 | $726 | 0.00% | +3 | New |
| Chesapeake Asset Management LLC | 4 | $968 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 4 | $969 | 0.00% | +4 | New |
| Valley National Advisers Inc | 5 | $1.00K | 0.00% | +5 | New |
| Parkworth Wealth Management, Inc. | 5 | $1.21K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 6 | $1.45K | 0.00% | +6 | New |
| BankPlus Trust Department | 6 | $1.45K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 7 | $1.47K | 0.00% | +2+40.0% | Added |
| Transamerica Financial Advisors, Inc. | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 9 | $2.18K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 9 | $2.18K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 9 | $2.18K | 0.00% | +9 | New |
| Principia Wealth Advisory, LLC | 11 | $2.63K | 0.00% | +3+37.5% | Added |
| Riggs Asset Managment Co. Inc. | 12 | $2.91K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 12 | $2.91K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 12 | $2.91K | 0.00% | +1+9.1% | Added |
| Dogwood Wealth Management LLC | 12 | $2.91K | 0.00% | +12 | New |
| TD Capital Management LLC | 12 | $2.92K | 0.00% | −44−78.6% | Reduced |
| Hollencrest Capital Management | 13 | $3.15K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 13 | $3.15K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 13 | $3.15K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 14 | $3.39K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 15 | $3.63K | 0.00% | +4+36.4% | Added |
| Red Tortoise LLC | 17 | $4.12K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 17 | $4.12K | 0.00% | +8+88.9% | Added |
| Greenline Partners, LLC | 17 | $4.12K | 0.00% | +17 | New |
| Hughes Financial Services, LLC | 17 | $4.14K | 0.00% | +17 | New |
| Carolinas Wealth Consulting LLC | 19 | $4.60K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 19 | $4.60K | 0.00% | +19 | New |
| United Community Bank | 21 | $5.08K | 0.00% | +21 | New |
| Caldwell Trust Co | 22 | $5.33K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 24 | $5.81K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 24 | $5.81K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 25 | $6.05K | 0.00% | −1−3.8% | Reduced |
| Atwood & Palmer Inc | 25 | $6.05K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 25 | $6.05K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 26 | $6.30K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 26 | $6.30K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 26 | $6.30K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 27 | $6.54K | 0.00% | +2+8.0% | Added |
| North Star Investment Management Corp. | 27 | $6.56K | 0.00% | −37−57.8% | Reduced |
| Abound Wealth Management | 28 | $6.79K | 0.00% | −10−26.3% | Reduced |
| Avion Wealth | 37 | $7.00K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 29 | $7.02K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 30 | $7.26K | 0.00% | +8+36.4% | Added |
| TFC Financial Management | 31 | $7.51K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 31 | $7.51K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 32 | $7.75K | 0.00% | +4+14.3% | Added |
| Retirement Wealth Solutions LLC | 35 | $8.36K | 0.01% | +1+2.9% | Added |
| Aspect Partners, LLC | 35 | $8.48K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 36 | $8.72K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 37 | $8.96K | 0.00% | +37 | New |
| LRI Investments, LLC | 38 | $9.20K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 39 | $9.44K | 0.00% | +25+178.6% | Added |
| Nemes Rush Group LLC | 42 | $10.2K | 0.00% | 00.0% | Unchanged |
| American National Bank | 44 | $10.7K | 0.00% | −51−53.7% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 45 | $10.9K | 0.01% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 45 | $10.9K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 48 | $11.6K | 0.01% | −2−4.0% | Reduced |
| Uniplan Investment Counsel, Inc. | 48 | $11.8K | 0.00% | +48 | New |
| Raffa Wealth Management, LLC | 49 | $11.9K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 58 | $14.0K | 0.00% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 60 | $14.5K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 56 | $14.5K | 0.01% | −4−6.7% | Reduced |
| Fortitude Family Office, LLC | 61 | $14.8K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 62 | $15.0K | 0.00% | +59+1,966.7% | Added |
| Heritage Wealth Advisors | 65 | $15.7K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 66 | $16.1K | 0.00% | +66 | New |
| Promus Capital, LLC | 69 | $16.7K | 0.01% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 70 | $17.0K | 0.01% | +2+2.9% | Added |
| 1620 Investment Advisors, Inc. | 71 | $17.1K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 71 | $17.2K | 0.00% | −50−41.3% | Reduced |
| NewSquare Capital LLC | 73 | $17.7K | 0.00% | +61+508.3% | Added |
| Rakuten Securities, Inc. | 75 | $18.2K | 0.01% | +13+21.0% | Added |
| Meeder Asset Management Inc | 78 | $18.9K | 0.00% | +78 | New |
| True Wealth Design, LLC | 83 | $20.1K | 0.01% | +6+7.8% | Added |
| Tradewinds Capital Management, LLC | 85 | $20.6K | 0.01% | 00.0% | Unchanged |
| Saudi Central Bank | 86 | $20.8K | 0.11% | +86 | New |
| Darwin Advisors, LLC | 106 | $21.3K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 90 | $21.8K | 0.01% | 00.0% | Unchanged |
| First Pacific Financial | 90 | $21.8K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 93 | $23.0K | 0.00% | +3+3.3% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 98 | $23.7K | 0.00% | +98 | New |
| Godsey & Gibb Associates | 100 | $24.2K | 0.00% | −35−25.9% | Reduced |
| Community Bank, N.A. | 100 | $24.2K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 100 | $24.2K | 0.01% | +100 | New |
| Evelyn Partners Asset Management Ltd | 104 | $25.2K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 106 | $25.6K | 0.01% | +38+55.9% | Added |
| Bell Investment Advisors, Inc | 106 | $25.7K | 0.00% | +4+3.9% | Added |
| Banque Transatlantique SA | 107 | $25.9K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 108 | $26.2K | 0.01% | +10+10.2% | Added |
| Golden State Wealth Management, LLC | 109 | $26.4K | 0.00% | +106+3,533.3% | Added |
| WealthCollab, LLC | 112 | $27.1K | 0.02% | 00.0% | Unchanged |