| Atticus Wealth Management, LLC | 1 | $145 | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 2 | $256 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2 | $289 | 0.00% | +2 | New |
| Cape Investment Advisory, Inc. | 2 | $289 | 0.00% | +2 | New |
| LGT Financial Advisors LLC | 2 | $289 | 0.00% | +2 | New |
| Principia Wealth Advisory, LLC | 3 | $433 | 0.00% | −58−95.1% | Reduced |
| WestEnd Advisors, LLC | 3 | $433 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $433 | 0.00% | +1+50.0% | Added |
| ORG Partners LLC | 3 | $435 | 0.00% | +3 | New |
| HFM Investment Advisors, LLC | 4 | $577 | 0.00% | +1+33.3% | Added |
| Blume Capital Management, Inc. | 4 | $578 | 0.00% | +4 | New |
| Bare Financial Services, Inc | 6 | $866 | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 7 | $1.01K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 8 | $1.16K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 8 | $1.16K | 0.00% | +5+166.7% | Added |
| Valued Wealth Advisors LLC | 10 | $1.45K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 11 | $1.59K | 0.00% | +11 | New |
| Horizon Financial Services, LLC | 12 | $1.73K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 12 | $1.73K | 0.00% | +12 | New |
| Binnacle Investments Inc | 13 | $1.88K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 13 | $1.88K | 0.00% | +6+85.7% | Added |
| Hughes Financial Services, LLC | 13 | $1.92K | 0.00% | +1+8.3% | Added |
| Cornerstone Planning Group LLC | 13 | $1.97K | 0.00% | +5+62.5% | Added |
| Avion Wealth | 18 | $2.00K | 0.00% | −13−41.9% | Reduced |
| Parkworth Wealth Management, Inc. | 16 | $2.31K | 0.00% | +11+220.0% | Added |
| SJS Investment Consulting Inc. | 16 | $2.31K | 0.00% | −15−48.4% | Reduced |
| Golden State Wealth Management, LLC | 18 | $2.60K | 0.00% | −20−52.6% | Reduced |
| Dunhill Financial, LLC | 18 | $2.64K | 0.00% | −56−75.7% | Reduced |
| Key Financial Inc | 19 | $2.74K | 0.00% | +19 | New |
| Dogwood Wealth Management LLC | 20 | $2.89K | 0.00% | +20 | New |
| Logan Capital Management Inc | 25 | $3.67K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 29 | $4.19K | 0.00% | +29 | New |
| First Pacific Financial | 30 | $4.33K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 30 | $4.33K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 31 | $4.47K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 35 | $5.05K | 0.00% | +9+34.6% | Added |
| Tidemark, LLC | 37 | $5.34K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 40 | $5.77K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 40 | $5.77K | 0.00% | −130−76.5% | Reduced |
| Kestra Investment Management, LLC | 68 | $5.78K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 40 | $5.82K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 40 | $6.00K | 0.00% | +4+11.1% | Added |
| Atwood & Palmer Inc | 44 | $6.35K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 44 | $6.35K | 0.00% | +44 | New |
| Howard Hughes Medical Institute | 45 | $6.50K | 0.00% | +45 | New |
| Marshall & Sterling Wealth Advisors Inc. | 46 | $6.64K | 0.00% | +46 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 47 | $6.78K | 0.00% | +47 | New |
| Sachetta, LLC | 47 | $6.78K | 0.00% | +47 | New |
| Smithfield Trust Co | 50 | $7.00K | 0.00% | −45−47.4% | Reduced |
| Capital Analysts, LLC | 51 | $7.00K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 50 | $7.22K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 50 | $7.22K | 0.00% | −109−68.6% | Reduced |
| Kilter Group LLC | 51 | $7.36K | 0.00% | +51 | New |
| Sierra Ocean, LLC | 53 | $7.65K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $7.98K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 57 | $8.23K | 0.00% | +57 | New |
| Raffa Wealth Management, LLC | 58 | $8.37K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 59 | $8.46K | 0.00% | +13+28.3% | Added |
| North Capital, Inc. | 64 | $9.24K | 0.01% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 64 | $9.28K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 66 | $9.53K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 67 | $9.73K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 68 | $9.81K | 0.01% | +68 | New |
| Addison Advisors LLC | 69 | $9.96K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 73 | $10.5K | 0.01% | +73 | New |
| Legacy Wealth Managment, LLC | 75 | $10.8K | 0.01% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 75 | $10.8K | 0.01% | +75 | New |
| Financial Gravity Companies, Inc. | 76 | $11.0K | 0.00% | +76 | New |
| Semmax Financial Advisors Inc. | 74 | $11.1K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 80 | $11.5K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 81 | $11.7K | 0.00% | +81 | New |
| Ogorek Anthony Joseph | 86 | $12.0K | 0.00% | −4−4.4% | Reduced |
| PrairieView Partners, LLC | 85 | $12.0K | 0.00% | +85 | New |
| Federated Hermes, Inc. | 85 | $12.3K | 0.00% | +85 | New |
| Ridgewood Investments LLC | 85 | $12.3K | 0.01% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 89 | $13.8K | 0.00% | +89 | New |
| DiNuzzo Private Wealth, Inc. | 97 | $14.0K | 0.00% | −3−3.0% | Reduced |
| North Star Investment Management Corp. | 100 | $14.4K | 0.00% | −55−35.5% | Reduced |
| Hurley Capital, LLC | 100 | $14.4K | 0.01% | +100 | New |
| Chung Wu Investment Group, LLC | 100 | $14.4K | 0.02% | +100 | New |
| UMA Financial Services, Inc. | 103 | $14.9K | 0.00% | +14+15.7% | Added |
| Pinnacle Bancorp, Inc. | 104 | $15.0K | 0.00% | 00.0% | Unchanged |
| Total Investment Management Inc | 104 | $15.0K | 0.00% | +104 | New |
| N.E.W. Advisory Services LLC | 106 | $15.3K | 0.00% | −80−43.0% | Reduced |
| Abound Wealth Management | 106 | $15.3K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 107 | $15.4K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 115 | $16.6K | 0.02% | +97+538.9% | Added |
| Ameriflex Group, Inc. | 119 | $16.7K | 0.01% | +21+21.4% | Added |
| Garde Capital, Inc. | 116 | $16.7K | 0.00% | 00.0% | Unchanged |
| American National Bank | 117 | $16.9K | 0.00% | −731−86.2% | Reduced |
| Larson Financial Group LLC | 117 | $16.9K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 118 | $17.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 120 | $17.3K | 0.00% | +105+700.0% | Added |
| Financial Perspectives, Inc | 122 | $17.5K | 0.01% | +2+1.7% | Added |
| Solstein Capital, LLC | 125 | $18.0K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 125 | $18.0K | 0.01% | 00.0% | Unchanged |
| Estabrook Capital Management | 127 | $18.3K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 128 | $18.5K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 129 | $18.6K | 0.00% | +36+38.7% | Added |
| Colonial Trust Co | 134 | $19.0K | 0.00% | +95+243.6% | Added |