| Caitong International Asset Management Co., Ltd | 2 | $347 | 0.00% | −3−60.0% | Reduced |
| Arcadia Investment Management Corp | 2 | $347 | 0.00% | +2 | New |
| Legacy Wealth Managment, LLC | 2 | $392 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 3 | $521 | 0.00% | −170−98.3% | Reduced |
| Morse Asset Management, Inc | 4 | $694 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 4 | $694 | 0.01% | +1+33.3% | Added |
| CNB Bank | 5 | $867 | 0.00% | 00.0% | Unchanged |
| IFC & Insurance Marketing, Inc. | 7 | $1.00K | 0.00% | +7 | New |
| Godfrey Financial Associates, Inc. | 6 | $1.04K | 0.00% | +6 | New |
| Davis Capital Management | 7 | $1.21K | 0.00% | −1−12.5% | Reduced |
| Seneschal Advisors, LLC | 7 | $1.22K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 9 | $1.56K | 0.00% | +9 | New |
| Eq Wealth Advisors, LLC | 9 | $1.56K | 0.00% | +9 | New |
| Whipplewood Advisors, LLC | 9 | $1.56K | 0.00% | +9 | New |
| HFM Investment Advisors, LLC | 9 | $1.56K | 0.00% | +2+28.6% | Added |
| NVWM, LLC | 10 | $1.74K | 0.00% | −4−28.6% | Reduced |
| Cedar Wealth Management, LLC | 12 | $2.08K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 12 | $2.08K | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 10 | $2.17K | 0.00% | +10 | New |
| Turning Point Benefit Group, Inc. | 13 | $2.25K | 0.00% | −7−35.0% | Reduced |
| Global Wealth Strategies & Associates | 13 | $2.25K | 0.00% | +10+333.3% | Added |
| Old Point Trust & Financial Services N A | 13 | $2.25K | 0.00% | +13 | New |
| William B. Walkup & Associates, Inc. | 15 | $2.60K | 0.00% | 00.0% | Unchanged |
| Networth Advisors, LLC | 16 | $2.78K | 0.00% | +16 | New |
| Monetary Solutions, Ltd | 17 | $2.95K | 0.00% | +17 | New |
| Horizons Wealth Management | 18 | $3.12K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 18 | $3.12K | 0.00% | +18 | New |
| Atomic Invest LLC | 19 | $3.28K | 0.00% | +19 | New |
| Red Tortoise LLC | 19 | $3.30K | 0.00% | +19 | New |
| Prudent Man Investment Management, Inc. | 19 | $3.30K | 0.00% | +19 | New |
| Winnow Wealth LLC | 19 | $3.31K | 0.00% | −211−91.7% | Reduced |
| PayPay Securities Corp | 20 | $3.47K | 0.10% | +3+17.6% | Added |
| Cornerstone National Bank & Trust Co | 20 | $3.47K | 0.00% | +20 | New |
| Estate Planners Group, LLC | 20 | $3.55K | 0.00% | +20 | New |
| Darwin Advisors, LLC | 22 | $3.82K | 0.00% | +2+10.0% | Added |
| SWAN Capital LLC | 23 | $3.99K | 0.00% | +23 | New |
| Minot DeBlois Advisors LLC | 24 | $4.16K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 25 | $4.34K | 0.00% | −159−86.4% | Reduced |
| Westend Capital Management, LLC | 29 | $5.03K | 0.00% | +29 | New |
| Key Capital Management, INC | 29 | $5.03K | 0.00% | +29 | New |
| Clayton Financial Group LLC | 30 | $5.21K | 0.00% | +8+36.4% | Added |
| Align Financial, LLC | 5,205 | $5.21K | 0.00% | +5,205 | New |
| Evolution Wealth Management Inc. | 31 | $5.38K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 31 | $5.39K | 0.00% | −4−11.4% | Reduced |
| Team Financial Group, LLC | 32 | $5.51K | 0.00% | +1+3.2% | Added |
| YANKCOM Partnership | 32 | $5.55K | 0.00% | +32 | New |
| 1 North Wealth Services LLC | 34 | $5.90K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 34 | $5.94K | 0.00% | +1+3.0% | Added |
| First PREMIER Bank | 34 | $6.00K | 0.00% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 32 | $6.00K | 0.11% | +32 | New |
| MJT & Associates Financial Advisory Group, Inc. | 36 | $6.25K | 0.00% | +5+16.1% | Added |
| Stone House Investment Management, LLC | 39 | $6.77K | 0.00% | +26+200.0% | Added |
| Proffitt & Goodson Inc | 40 | $6.94K | 0.00% | 00.0% | Unchanged |
| Aventus Investment Advisors, Inc. | 40 | $6.94K | 0.01% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 40 | $6.94K | 0.01% | +40 | New |
| New Millennium Group LLC | 41 | $7.11K | 0.00% | −33−44.6% | Reduced |
| Comprehensive Financial Planning, Inc. | 41 | $7.11K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 42 | $7.25K | 0.01% | +2+5.0% | Added |
| Principia Wealth Advisory, LLC | 45 | $7.81K | 0.00% | +10+28.6% | Added |
| LGT Financial Advisors LLC | 45 | $7.88K | 0.05% | −149−76.8% | Reduced |
| DiNuzzo Private Wealth, Inc. | 48 | $8.33K | 0.00% | −4−7.7% | Reduced |
| Front Row Advisors LLC | 50 | $8.68K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 50 | $8.68K | 0.01% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 50 | $8.68K | 0.01% | +50 | New |
| Mascoma Wealth Management LLC | 51 | $8.85K | 0.00% | −39−43.3% | Reduced |
| Capital Advisors, Ltd. LLC | 33 | $9.00K | 0.00% | −3,182−99.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 55 | $9.54K | 0.00% | +24+77.4% | Added |
| Vermillion Wealth Management, Inc. | 57 | $9.89K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 59 | $10.2K | 0.00% | −10−14.5% | Reduced |
| Cherry Tree Wealth Management, LLC | 60 | $10.3K | 0.00% | −24−28.6% | Reduced |
| Camelot Portfolios, LLC | 60 | $10.4K | 0.01% | +60 | New |
| Islay Capital Management, LLC | 61 | $10.6K | 0.01% | −38−38.4% | Reduced |
| Gen-Wealth Partners Inc | 62 | $10.8K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 63 | $10.9K | 0.00% | +1+1.6% | Added |
| First Community Trust NA | 63 | $10.9K | 0.01% | −775−92.5% | Reduced |
| Joseph Group Capital Management | 65 | $11.3K | 0.00% | +65 | New |
| REAP Financial Group, LLC | 65 | $11.3K | 0.00% | −306−82.5% | Reduced |
| McGuire Capital Advisors Inc | 67 | $11.6K | 0.01% | +67 | New |
| Wilkerson Advisory Group LLC | 68 | $11.8K | 0.00% | +68 | New |
| Kilter Group LLC | 68 | $11.8K | 0.01% | +6+9.7% | Added |
| DV Trading LLC | 70 | $12.1K | 0.00% | +70 | New |
| American Capital Advisory, LLC | 70 | $12.1K | 0.01% | +8+12.9% | Added |
| Dogwood Wealth Management LLC | 72 | $12.5K | 0.01% | +2+2.9% | Added |
| Greykasell Wealth Strategies, Inc. | 74 | $12.9K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 75 | $13.0K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 70 | $13.1K | 0.08% | +69+6,900.0% | Added |
| VSM Wealth Advisory, LLC | 76 | $13.1K | 0.00% | +1+1.3% | Added |
| Breakwater Investment Management | 76 | $13.2K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 77 | $13.3K | 0.00% | +1+1.3% | Added |
| Altshuler Shaham Ltd | 78 | $13.5K | 0.00% | +15+23.8% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 79 | $13.7K | 0.01% | −53−40.2% | Reduced |
| Marquette Asset Management, LLC | 79 | $13.7K | 0.00% | −3−3.7% | Reduced |
| Delta Asset Management LLC | 80 | $13.9K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 80 | $13.9K | 0.00% | +6+8.1% | Added |
| Clal Insurance Enterprises Holdings Ltd | 83 | $14.0K | 0.00% | −130−61.0% | Reduced |
| Arlington Trust Co LLC | 81 | $14.1K | 0.00% | −2,974−97.3% | Reduced |
| BFSG, LLC | 82 | $14.2K | 0.00% | −25−23.4% | Reduced |
| Tidemark, LLC | 83 | $14.4K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 84 | $14.6K | 0.01% | +84 | New |
| Global Trust Asset Management, LLC | 86 | $14.9K | 0.01% | 00.0% | Unchanged |
