| Caitlin John, LLC | 3 | $638 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 4 | $807 | 0.00% | −18−81.8% | Reduced |
| Tanglewood Legacy Advisors, LLC | 6 | $1.21K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 7 | $1.41K | 0.00% | +7 | New |
| Abound Wealth Management | 7 | $1.41K | 0.00% | −9−56.3% | Reduced |
| Creative Financial Designs Inc | 10 | $2.02K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 10 | $2.02K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 10 | $2.02K | 0.00% | 00.0% | Unchanged |
| Vista Private Wealth Partners. LLC | 10 | $2.02K | 0.00% | +10 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 11 | $2.22K | 0.00% | +11 | New |
| Richardson Financial Services Inc. | 11 | $2.22K | 0.00% | +3+37.5% | Added |
| Valued Wealth Advisors LLC | 12 | $2.42K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 13 | $2.62K | 0.00% | +13 | New |
| Mendota Financial Group, LLC | 13 | $2.62K | 0.00% | +13 | New |
| ClariVest Asset Management LLC | 14 | $2.81K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 14 | $2.82K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 15 | $3.03K | 0.00% | +15 | New |
| Beacon Capital Management, LLC | 18 | $3.63K | 0.00% | −10−35.7% | Reduced |
| Central Pacific Bank - Trust Division | 18 | $3.63K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 18 | $3.66K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 20 | $4.04K | 0.00% | +3+17.6% | Added |
| Richardson Capital Management LLC | 22 | $4.44K | 0.00% | +22 | New |
| Tucker Asset Management LLC | 22 | $4.44K | 0.00% | +22 | New |
| Harbor Investment Advisory, LLC | 24 | $4.84K | 0.00% | −5−17.2% | Reduced |
| Motco | 25 | $5.04K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 25 | $5.04K | 0.00% | +4+19.0% | Added |
| Gables Capital Management Inc. | 26 | $5.24K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 26 | $5.24K | 0.00% | +26 | New |
| Estabrook Capital Management | 27 | $5.45K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 28 | $5.58K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 30 | $6.05K | 0.00% | 00.0% | Unchanged |
| Family Firm, Inc. | 31 | $6.25K | 0.00% | +31 | New |
| TCTC Holdings, LLC | 32 | $6.46K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 38 | $7.67K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 40 | $8.07K | 0.00% | 00.0% | Unchanged |
| Lynx Investment Advisory | 40 | $8.07K | 0.01% | +40 | New |
| Citizens National Bank Trust Department | 44 | $8.88K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 46 | $9.28K | 0.00% | +46 | New |
| Anchor Investment Management, LLC | 50 | $10.1K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 50 | $10.1K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 51 | $10.3K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 53 | $10.7K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 53 | $10.7K | 0.00% | +53 | New |
| Institutional & Family Asset Management, LLC | 54 | $10.9K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 56 | $11.3K | 0.01% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 57 | $11.5K | 0.02% | 00.0% | Unchanged |
| Albion Financial Group | 58 | $11.7K | 0.00% | 00.0% | Unchanged |
| Dixon Mitchell Investment Counsel Inc. | 59 | $11.9K | 0.00% | +59 | New |
| Dogwood Wealth Management LLC | 60 | $12.1K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 60 | $12.1K | 0.00% | +20+50.0% | Added |
| Carolinas Wealth Consulting LLC | 62 | $12.4K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 62 | $12.5K | 0.00% | +1+1.6% | Added |
| Cornerstone Planning Group LLC | 65 | $12.9K | 0.00% | +29+80.6% | Added |
| Partnership Wealth Management, LLC | 70 | $14.1K | 0.01% | −130−65.0% | Reduced |
| Riggs Asset Managment Co. Inc. | 80 | $16.1K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 83 | $16.7K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 83 | $17.0K | 0.00% | −16−16.2% | Reduced |
| Prestige Wealth Management Group LLC | 87 | $17.5K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 92 | $18.4K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 92 | $18.6K | 0.01% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 94 | $19.0K | 0.01% | +94 | New |
| Ulland Investment Advisors, LLC | 100 | $20.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 100 | $20.2K | 0.00% | +34+51.5% | Added |
| Coppell Advisory Solutions LLC | 102 | $20.6K | 0.00% | +102 | New |
| WR Wealth Planners, LLC | 104 | $21.0K | 0.01% | −5−4.6% | Reduced |
| Raffa Wealth Management, LLC | 104 | $21.0K | 0.01% | 00.0% | Unchanged |
| Laffer Tengler Investments | 109 | $22.0K | 0.00% | +109 | New |
| Farmers & Merchants Investments Inc | 114 | $23.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 118 | $23.8K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 121 | $24.4K | 0.00% | +1+0.8% | Added |
| Financial Perspectives, Inc | 125 | $25.2K | 0.01% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 129 | $26.0K | 0.02% | +116+892.3% | Added |
| Washington Trust Advisors, Inc. | 132 | $26.6K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 135 | $27.0K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 136 | $27.5K | 0.00% | +1+0.7% | Added |
| Financial Network Wealth Advisors LLC | 137 | $27.6K | 0.02% | +137 | New |
| Crewe Advisors LLC | 137 | $27.6K | 0.00% | +127+1,270.0% | Added |
| Ibex Wealth Advisors | 138 | $27.8K | 0.00% | +138 | New |
| Continuum Advisory, LLC | 139 | $28.0K | 0.00% | −20−12.6% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 143 | $28.8K | 0.04% | +143 | New |
| Provenance Wealth Advisors, LLC | 149 | $30.1K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 151 | $30.5K | 0.00% | −19−11.2% | Reduced |
| Sunbelt Securities, Inc. | 151 | $30.5K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 166 | $33.5K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 180 | $36.3K | 0.01% | −142−44.1% | Reduced |
| Pin Oak Investment Advisors Inc | 187 | $38.0K | 0.04% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 193 | $38.9K | 0.01% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 201 | $39.2K | 0.02% | 00.0% | Unchanged |
| Adirondack Trust Co | 199 | $40.1K | 0.02% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 199 | $40.2K | 0.00% | −16−7.4% | Reduced |
| Toth Financial Advisory Corp | 200 | $40.3K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 200 | $40.3K | 0.01% | +200 | New |
| JCIC Asset Management Inc. | 203 | $40.9K | 0.02% | −20−9.0% | Reduced |
| JFS Wealth Advisors, LLC | 205 | $41.4K | 0.00% | −10−4.7% | Reduced |
| Sandy Spring Bank | 209 | $42.2K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 212 | $42.9K | 0.00% | +86+68.3% | Added |
| Walleye Capital LLC | 215 | $43.4K | 0.00% | −38,436−99.4% | Reduced |
| Central Trust Co | 220 | $44.4K | 0.00% | −160−42.1% | Reduced |
| Rise Advisors, LLC | 223 | $45.0K | 0.02% | +2+0.9% | Added |