| Dogwood Wealth Management LLC | 0 | $14 | 0.00% | 0 | Unchanged |
| Stephens Consulting, LLC | 1 | $164 | 0.00% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 30,582 | $188 | 0.01% | +30,582 | New |
| Pacific Center for Financial Services | 3 | $490 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 3 | $490 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 3 | $490 | 0.00% | +3 | New |
| ClariVest Asset Management LLC | 4 | $648 | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 4 | $653 | 0.00% | +4 | New |
| Salem Investment Counselors Inc | 5 | $817 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 5 | $817 | 0.00% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 5 | $821 | 0.00% | +5 | New |
| Creekmur Asset Management LLC | 6 | $979 | 0.00% | −95−94.1% | Reduced |
| Tfo-TDC, LLC | 6 | $979 | 0.00% | −3−33.3% | Reduced |
| Perritt Capital Management Inc | 6 | $987 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 7 | $1.15K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 7 | $1.15K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 8 | $1.31K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 10 | $1.62K | 0.00% | −534−98.2% | Reduced |
| Wolff Wiese Magana LLC | 10 | $1.63K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 10 | $1.65K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 12 | $1.96K | 0.00% | +7+140.0% | Added |
| Robinswood Financial LLC | 13 | $2.12K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 13 | $2.12K | 0.00% | +3+30.0% | Added |
| Clear Investment Research, LLC | 13 | $2.14K | 0.00% | −8−38.1% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 14 | $2.29K | 0.00% | +10+250.0% | Added |
| Trifecta Capital Advisors, LLC | 14 | $2.29K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 15 | $2.45K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 15 | $2.45K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 16 | $2.61K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 18 | $2.94K | 0.00% | +8+80.0% | Added |
| Highline Wealth Partners LLC | 18 | $2.95K | 0.00% | 00.0% | Unchanged |
| City State Bank | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 17 | $3.00K | 0.00% | +17 | New |
| Pineridge Advisors LLC | 20 | $3.27K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 21 | $3.43K | 0.00% | +21 | New |
| SOA Wealth Advisors, LLC. | 21 | $3.43K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 22 | $3.59K | 0.00% | −15−40.5% | Reduced |
| Coston, McIsaac & Partners | 26 | $4.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 25 | $4.08K | 0.00% | +23+1,150.0% | Added |
| Insight Financial Services | 26 | $4.24K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 29 | $4.73K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 30 | $4.90K | 0.00% | +30 | New |
| Paladin Advisory Group, LLC | 31 | $5.04K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 32 | $5.22K | 0.00% | +32 | New |
| LGT Financial Advisors LLC | 33 | $5.39K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 33 | $5.43K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 35 | $5.71K | 0.00% | −13−27.1% | Reduced |
| Chilton Capital Management LLC | 35 | $5.71K | 0.00% | +35 | New |
| Avion Wealth | 31 | $6.00K | 0.00% | +6+24.0% | Added |
| Northwest Investment Counselors, LLC | 38 | $6.20K | 0.00% | +38 | New |
| Raffa Wealth Management, LLC | 39 | $6.37K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 43 | $7.02K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 44 | $7.18K | 0.00% | −1−2.2% | Reduced |
| Global Wealth Strategies & Associates | 45 | $7.34K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 47 | $7.48K | 0.00% | +47 | Added |
| DiNuzzo Private Wealth, Inc. | 46 | $7.51K | 0.00% | −1−2.1% | Reduced |
| Perkins Coie Trust Co | 49 | $8.00K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 50 | $8.16K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 50 | $8.16K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 57 | $9.14K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 57 | $9.30K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 58 | $9.47K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 58 | $9.47K | 0.00% | +58 | New |
| Aspect Partners, LLC | 60 | $9.79K | 0.01% | +3+5.3% | Added |
| New England Capital Financial Advisors LLC | 60 | $9.79K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 62 | $10.1K | 0.01% | +8+14.8% | Added |
| Eagle Bay Advisors LLC | 67 | $10.9K | 0.01% | −17−20.2% | Reduced |
| Register Financial Advisors LLC | 69 | $11.3K | 0.01% | +69 | New |
| Kayne Anderson Rudnick Investment Management LLC | 70 | $11.5K | 0.00% | +7+11.1% | Added |
| Red Tortoise LLC | 71 | $11.6K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 72 | $11.8K | 0.00% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 87 | $14.0K | 0.00% | −21−19.4% | Reduced |
| Laurel Wealth Advisors LLC | 86 | $14.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 87 | $14.3K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 88 | $14.4K | 0.00% | +10+12.8% | Added |
| Bruce G. Allen Investments, LLC | 89 | $14.5K | 0.01% | +6+7.2% | Added |
| Fortitude Family Office, LLC | 92 | $15.0K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 95 | $15.5K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 96 | $15.7K | 0.00% | +49+104.3% | Added |
| Versant Capital Management, Inc | 99 | $16.2K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 100 | $16.3K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 100 | $16.3K | 0.01% | +65+185.7% | Added |
| HM Payson & Co | 101 | $16.5K | 0.00% | −19−15.8% | Reduced |
| Archer Investment Corp | 101 | $16.5K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 104 | $17.0K | 0.01% | 00.0% | Unchanged |
| Planning Capital Management Corp | 105 | $17.1K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 106 | $17.4K | 0.01% | +5+5.0% | Added |
| Stone House Investment Management, LLC | 110 | $18.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 115 | $18.8K | 0.00% | −1−0.9% | Reduced |
| Front Row Advisors LLC | 115 | $18.8K | 0.01% | +115 | New |
| Frazier Financial Advisors, LLC | 116 | $18.9K | 0.02% | +50+75.8% | Added |
| WealthCollab, LLC | 118 | $19.3K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 119 | $19.4K | 0.00% | +44+58.7% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 120 | $19.6K | 0.01% | −7−5.5% | Reduced |
| Valued Wealth Advisors LLC | 123 | $20.1K | 0.01% | +70+132.1% | Added |
| CoreFirst Bank & Trust | 129 | $21.1K | 0.01% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 130 | $21.2K | 0.03% | +130 | New |
| North Star Investment Management Corp. | 134 | $21.9K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 138 | $22.2K | 0.01% | +27+24.3% | Added |