| PrairieView Partners, LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 2 | $0 | 0.00% | +2 | New |
| Compass Wealth Management LLC | 1 | $86 | 0.00% | +1 | New |
| BBJS Financial Advisors, LLC | 1 | $86 | 0.00% | +1 | New |
| Clear Perspectives Financial Planning, LLC | 2 | $171 | 0.00% | +2 | New |
| JJJ Advisors Inc. | 3 | $295 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $428 | 0.00% | −103−95.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 5 | $428 | 0.00% | 00.0% | Unchanged |
| Paragon Wealth Strategies, LLC | 5 | $428 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 5 | $428 | 0.00% | −3−37.5% | Reduced |
| Ritter Daniher Financial Advisory LLC | 5 | $428 | 0.00% | +5 | New |
| Clearview Wealth Advisors LLC | 7 | $599 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 7 | $599 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 9 | $770 | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 9 | $784 | 0.00% | −25−73.5% | Reduced |
| JFS Wealth Advisors, LLC | 10 | $855 | 0.00% | −350−97.2% | Reduced |
| Halpern Financial, Inc. | 10 | $855 | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 10 | $855 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $855 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 10 | $855 | 0.00% | +5+100.0% | Added |
| Center for Financial Planning, Inc. | 10 | $855 | 0.00% | 00.0% | Unchanged |
| Freedom Wealth Alliance, LLC | 10 | $855 | 0.00% | +10 | New |
| Pension & Wealth Management Advisors, Inc. | 10 | $855 | 0.00% | +10 | New |
| Coppell Advisory Solutions LLC | 10 | $856 | 0.00% | +10 | New |
| Coppell Advisory Solutions Corp. | 10 | $856 | 0.00% | +10 | New |
| TD Ameritrade Investment Management, LLC | 14 | $1.00K | 0.00% | −42−75.0% | Reduced |
| Capital Advisors, Ltd. LLC | 8 | $1.00K | 0.00% | −18−69.2% | Reduced |
| Retirement Group, LLC | 17 | $1.00K | 0.00% | +1+6.3% | Added |
| Clear Investment Research, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 5 | $1.00K | 0.01% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 12 | $1.03K | 0.00% | +12 | New |
| First Financial Corp | 13 | $1.11K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 14 | $1.19K | 0.00% | −16−53.3% | Reduced |
| Retirement Financial Solutions, LLC | 14 | $1.20K | 0.00% | +14 | New |
| Glass Jacobson Investment Advisors llc | 15 | $1.28K | 0.00% | +15 | New |
| Cornerstone Planning Group LLC | 13 | $1.29K | 0.00% | +13 | New |
| Delos Wealth Advisors, LLC | 18 | $1.54K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 19 | $1.63K | 0.00% | +5+35.7% | Added |
| Syverson Strege & Co | 20 | $1.71K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 20 | $1.71K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 20 | $1.71K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 20 | $1.71K | 0.00% | +20 | New |
| Fiduciary Alliance LLC | 20 | $1.71K | 0.00% | +20 | New |
| Financial Freedom, LLC | 22 | $1.88K | 0.00% | +22 | New |
| GoalVest Advisory LLC | 23 | $1.97K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 29 | $2.00K | 0.00% | +29 | New |
| Sutton Wealth Advisors Inc. | 24 | $2.05K | 0.00% | −8−25.0% | Reduced |
| Sound Income Strategies, LLC | 24 | $2.05K | 0.00% | +20+500.0% | Added |
| Northwest Investment Counselors, LLC | 25 | $2.14K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 25 | $2.14K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 27 | $2.31K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 28 | $2.39K | 0.16% | +28 | New |
| Estabrook Capital Management | 29 | $2.48K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 30 | $2.56K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 31 | $2.65K | 0.00% | −45−59.2% | Reduced |
| TFC Financial Management | 33 | $2.82K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 33 | $2.82K | 0.00% | +33 | New |
| Hartford Financial Management Inc. | 35 | $2.99K | 0.00% | −250−87.7% | Reduced |
| Savior LLC | 35 | $2.99K | 0.00% | +35 | New |
| Sawyer & Company, Inc | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 32 | $3.00K | 0.01% | +32 | New |
| Horan Securities, Inc. | 36 | $3.11K | 0.00% | +14+63.6% | Added |
| NewSquare Capital LLC | 37 | $3.16K | 0.00% | +37 | New |
| North Star Investment Management Corp. | 40 | $3.42K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 45 | $3.85K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 45 | $3.85K | 0.00% | +10+28.6% | Added |
| Credential Qtrade Securities Inc. | 46 | $3.93K | 0.00% | +46 | New |
| Financial Management Professionals, Inc. | 44 | $4.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 51 | $4.36K | 0.00% | +51 | New |
| Tilia Fiduciary Partners, Inc. | 52 | $4.45K | 0.00% | +2+4.0% | Added |
| Concord Wealth Partners | 57 | $4.87K | 0.00% | +57 | New |
| Trustcore Financial Services, LLC | 58 | $4.96K | 0.00% | −1,051−94.8% | Reduced |
| WFA Asset Management Corp | 60 | $5.13K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 60 | $5.13K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 62 | $5.30K | 0.00% | +62 | New |
| Bellevue Asset Management, LLC | 63 | $5.31K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 64 | $5.47K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 66 | $5.64K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 67 | $5.73K | 0.00% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 67 | $5.73K | 0.00% | +67 | New |
| Park Place Capital Corp | 68 | $6.00K | 0.00% | +68 | New |
| Itau Unibanco Holding S.A. | 76 | $6.50K | 0.00% | +12+18.8% | Added |
| My Personal CFO, LLC | 76 | $6.50K | 0.01% | +76 | New |
| Global Wealth Strategies & Associates | 80 | $6.84K | 0.00% | +80 | New |
| TD Private Client Wealth LLC | 81 | $6.93K | 0.00% | −45−35.7% | Reduced |
| Bartlett & Co. LLC | 83 | $7.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 81 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 83 | $7.10K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 89 | $7.61K | 0.00% | −50−36.0% | Reduced |
| TCI Wealth Advisors, Inc. | 90 | $7.70K | 0.00% | −267−74.8% | Reduced |
| McIlrath & Eck, LLC | 94 | $8.04K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 96 | $8.21K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 99 | $8.27K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 98 | $8.38K | 0.00% | −2−2.0% | Reduced |