| Ruedi Wealth Management, Inc. | 1 | $275 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 1 | $275 | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1 | $275 | 0.00% | +1 | New |
| Activest Wealth Management | 1 | $275 | 0.00% | +1 | New |
| Cape Investment Advisory, Inc. | 1 | $275 | 0.00% | +1 | New |
| Sugar Maple Asset Management, LLC | 1 | $275 | 0.00% | +1 | New |
| POM Investment Strategies, LLC | 2 | $551 | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 2 | $551 | 0.00% | +2 | New |
| Winnow Wealth LLC | 3 | $782 | 0.00% | +3 | New |
| Horizon Financial Services, LLC | 3 | $826 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 3 | $826 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 3 | $826 | 0.00% | +3 | New |
| 1620 Investment Advisors, Inc. | 4 | $978 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Bellevue Asset Management, LLC | 4 | $1.10K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 4 | $1.10K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 4 | $1.10K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 4 | $1.10K | 0.00% | +4 | New |
| Golden State Wealth Management, LLC | 4 | $1.12K | 0.00% | +4 | New |
| FLP Wealth Management, LLC | 4 | $1.15K | 0.00% | +4 | New |
| Eagle Bay Advisors LLC | 5 | $1.38K | 0.00% | −11−68.8% | Reduced |
| New Millennium Group LLC | 5 | $1.38K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 5 | $1.38K | 0.00% | +1+25.0% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 5 | $1.38K | 0.00% | +5 | New |
| Carolinas Wealth Consulting LLC | 6 | $1.65K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 6 | $1.65K | 0.00% | +3+100.0% | Added |
| High Note Wealth, LLC | 7 | $1.93K | 0.00% | +7 | New |
| HHM Wealth Advisors, LLC | 7 | $1.93K | 0.00% | +7 | New |
| Continuum Advisory, LLC | 8 | $2.20K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 8 | $2.20K | 0.00% | +8 | New |
| BankPlus Trust Department | 8 | $2.20K | 0.00% | +8 | New |
| Tucker Asset Management LLC | 9 | $2.48K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 9 | $2.48K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 9 | $2.48K | 0.00% | +9 | New |
| Modus Advisors, LLC | 9 | $2.48K | 0.00% | +9 | New |
| TD Capital Management LLC | 9 | $2.50K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 10 | $2.81K | 0.00% | +2+25.0% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 10 | $3.00K | 0.00% | +9+900.0% | Added |
| Transce3nd, LLC | 11 | $3.03K | 0.00% | +11 | New |
| Caldwell Sutter Capital, Inc. | 12 | $3.31K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 12 | $3.31K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 12 | $3.31K | 0.00% | +4+50.0% | Added |
| Crowley Wealth Management, Inc. | 12 | $3.31K | 0.00% | +12 | New |
| SOA Wealth Advisors, LLC. | 13 | $3.58K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 14 | $3.86K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 14 | $3.86K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 14 | $3.86K | 0.00% | +14 | New |
| Painted Porch Advisors LLC | 14 | $3.90K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 18 | $4.00K | 0.00% | +1+5.9% | Added |
| Tortoise Investment Management, LLC | 15 | $4.13K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 15 | $4.13K | 0.00% | +3+25.0% | Added |
| Beacon Capital Management, LLC | 16 | $4.42K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 17 | $4.68K | 0.00% | −6−26.1% | Reduced |
| TSFG, LLC | 18 | $5.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 19 | $5.23K | 0.00% | +1+5.6% | Added |
| Fairman Group, LLC | 20 | $5.51K | 0.00% | −21−51.2% | Reduced |
| JNBA Financial Advisors | 20 | $5.51K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 22 | $6.06K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 22 | $6.06K | 0.00% | +22 | New |
| Moisand Fitzgerald Tamayo, LLC | 22 | $6.06K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 22 | $6.06K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 23 | $6.33K | 0.00% | +3+15.0% | Added |
| Clear Street Markets LLC | 23 | $6.33K | 0.00% | +23 | New |
| Bruce G. Allen Investments, LLC | 24 | $6.61K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 24 | $6.61K | 0.00% | +14+140.0% | Added |
| Coppell Advisory Solutions LLC | 24 | $6.62K | 0.00% | +5+26.3% | Added |
| Your Advocates Ltd., LLP | 25 | $6.89K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 25 | $6.89K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 25 | $6.89K | 0.00% | +25 | New |
| Gables Capital Management Inc. | 26 | $7.16K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 26 | $7.17K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 27 | $7.44K | 0.01% | −40−59.7% | Reduced |
| Raleigh Capital Management Inc. | 27 | $7.44K | 0.00% | −2−6.9% | Reduced |
| Anchor Investment Management, LLC | 27 | $7.44K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 27 | $7.44K | 0.00% | +3+12.5% | Added |
| West Branch Capital LLC | 28 | $7.71K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 30 | $8.27K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 31 | $8.54K | 0.00% | −35−53.0% | Reduced |
| Synergy Investment Management, LLC | 32 | $8.81K | 0.00% | +32 | New |
| Kapitalo Investimentos Ltda | 33 | $9.09K | 0.01% | +33 | New |
| Asset Dedication, LLC | 33 | $9.09K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 33 | $9.09K | 0.00% | +13+65.0% | Added |
| Valued Wealth Advisors LLC | 33 | $9.18K | 0.01% | −3−8.3% | Reduced |
| Raffa Wealth Management, LLC | 34 | $9.37K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 34 | $9.43K | 0.00% | +7+25.9% | Added |
| Armstrong Advisory Group, Inc | 37 | $10.2K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 37 | $10.2K | 0.01% | +37 | New |
| Atala Financial Inc | 38 | $10.5K | 0.01% | +38 | New |
| Center for Financial Planning, Inc. | 38 | $10.5K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 38 | $10.5K | 0.00% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 39 | $10.7K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 39 | $10.7K | 0.00% | +4+11.4% | Added |
| Truvestments Capital LLC | 40 | $11.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 40 | $11.0K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 40 | $11.0K | 0.00% | +40 | New |
| AdvisorNet Financial, Inc | 41 | $11.3K | 0.00% | −12−22.6% | Reduced |
| LRI Investments, LLC | 41 | $11.3K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 43 | $11.8K | 0.00% | −13,532−99.7% | Reduced |
| Tower View Investment Management & Research LLC | 44 | $12.1K | 0.01% | 00.0% | Unchanged |