| Dogwood Wealth Management LLC | 0 | $16 | 0.00% | 0 | Unchanged |
| McClarren Financial Advisors, Inc. | 176 | $53 | 0.04% | −126−41.7% | Reduced |
| Y.D. More Investments Ltd | 152 | $71 | 0.00% | +152 | New |
| Creekmur Asset Management LLC | 1 | $176 | 0.00% | −5−83.3% | Reduced |
| Stephens Consulting, LLC | 1 | $177 | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 1 | $177 | 0.00% | +1 | New |
| PEAK6 Investments LLC | 3 | $504 | 0.00% | −304−99.0% | Reduced |
| Pacific Center for Financial Services | 3 | $529 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 3 | $529 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 3 | $529 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 4 | $705 | 0.00% | −43−91.5% | Reduced |
| Gen-Wealth Partners Inc | 4 | $705 | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 4 | $705 | 0.00% | +4 | New |
| ClariVest Asset Management LLC | 4 | $710 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 5 | $881 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 5 | $922 | 0.00% | +5 | New |
| Transamerica Financial Advisors, Inc. | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hershey Financial Advisers, LLC | 6 | $1.06K | 0.00% | +6 | New |
| Baldwin Brothers Inc | 7 | $1.23K | 0.00% | +7 | New |
| Western Pacific Wealth Management, LP | 7 | $1.25K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 7 | $1.25K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 7 | $1.31K | 0.00% | +7 | New |
| Cedar Wealth Management, LLC | 8 | $1.41K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 10 | $1.76K | 0.00% | −378−97.4% | Reduced |
| Vista Private Wealth Partners. LLC | 10 | $1.76K | 0.00% | +10 | New |
| Kozak & Associates, Inc. | 10 | $1.81K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 12 | $2.11K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 13 | $2.30K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 13 | $2.32K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 14 | $2.47K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 15 | $2.64K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 15 | $2.64K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 15 | $2.64K | 0.00% | +5+50.0% | Added |
| Godsey & Gibb Associates | 16 | $2.82K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 18 | $3.00K | 0.00% | +18 | New |
| Kimelman & Baird, LLC | 18 | $3.17K | 0.00% | +18 | New |
| Rakuten Securities, Inc. | 19 | $3.35K | 0.00% | −3−13.6% | Reduced |
| City State Bank | 20 | $3.52K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 20 | $3.52K | 0.00% | +2+11.1% | Added |
| SOA Wealth Advisors, LLC. | 21 | $3.70K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 21 | $3.72K | 0.00% | +3+16.7% | Added |
| Unique Wealth Strategies, LLC | 24 | $3.92K | 0.00% | +24 | New |
| Coston, McIsaac & Partners | 26 | $4.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 25 | $4.41K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 25 | $4.42K | 0.00% | +25 | New |
| Insight Financial Services | 26 | $4.58K | 0.00% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 27 | $4.76K | 0.00% | +27 | New |
| Redmont Wealth Advisors LLC | 30 | $5.29K | 0.01% | −100−76.9% | Reduced |
| Transcendent Capital Group LLC | 30 | $5.29K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 31 | $5.46K | 0.00% | +2+6.9% | Added |
| Paladin Advisory Group, LLC | 31 | $5.55K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 35 | $5.71K | 0.00% | −103−74.6% | Reduced |
| LGT Financial Advisors LLC | 33 | $5.81K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 33 | $5.88K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 35 | $6.17K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 39 | $6.87K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 43 | $7.00K | 0.00% | +12+38.7% | Added |
| Optiver Holding B.V. | 40 | $7.05K | 0.00% | −3,222−98.8% | Reduced |
| One River Asset Management, LLC | 43 | $7.58K | 0.00% | +43 | New |
| SJS Investment Consulting Inc. | 44 | $7.75K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 45 | $7.93K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 49 | $8.63K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 52 | $8.70K | 0.00% | +52 | New |
| Brown, Lisle/Cummings, Inc. | 50 | $8.81K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 50 | $8.81K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 50 | $8.81K | 0.00% | +4+8.7% | Added |
| Proffitt & Goodson Inc | 53 | $9.34K | 0.00% | +53 | New |
| Fairway Wealth LLC | 53 | $9.34K | 0.01% | +53 | New |
| RFP Financial Group LLC | 57 | $10.0K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 60 | $10.6K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 60 | $10.6K | 0.01% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 60 | $10.6K | 0.00% | +60 | New |
| Pineridge Advisors LLC | 62 | $10.9K | 0.00% | +42+210.0% | Added |
| Eagle Bay Advisors LLC | 65 | $11.5K | 0.01% | −2−3.0% | Reduced |
| Bangor Savings Bank | 65 | $11.5K | 0.00% | +65 | New |
| Register Financial Advisors LLC | 69 | $12.2K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 71 | $12.5K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 72 | $12.7K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 73 | $12.8K | 0.01% | +11+17.7% | Added |
| Strengthening Families & Communities, LLC | 73 | $13.0K | 0.00% | +73 | New |
| Bruce G. Allen Investments, LLC | 74 | $13.0K | 0.01% | −15−16.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 74 | $13.2K | 0.00% | +4+5.7% | Added |
| Concord Wealth Partners | 75 | $13.2K | 0.00% | −44−37.0% | Reduced |
| Planning Capital Management Corp | 75 | $13.2K | 0.01% | −30−28.6% | Reduced |
| REAP Financial Group, LLC | 82 | $14.5K | 0.00% | −6−6.8% | Reduced |
| Front Row Advisors LLC | 85 | $15.0K | 0.01% | −30−26.1% | Reduced |
| PFS Partners, LLC | 85 | $15.0K | 0.01% | +85 | New |
| Cohen & Steers, Inc. | 87 | $15.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 86 | $15.2K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 89 | $15.7K | 0.01% | +89 | New |
| Fortitude Family Office, LLC | 92 | $16.2K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 93 | $16.4K | 0.00% | −3−3.1% | Reduced |
| City Holding Co | 95 | $16.7K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 100 | $17.6K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 100 | $17.6K | 0.01% | +100 | New |
| Abound Wealth Management | 101 | $17.8K | 0.01% | −5−4.7% | Reduced |
| Archer Investment Corp | 101 | $17.9K | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 103 | $18.1K | 0.00% | +103 | New |
| Sachetta, LLC | 104 | $18.2K | 0.01% | +47+82.5% | Added |