| Dogwood Wealth Management LLC | 0 | $7 | 0.00% | 0 | Unchanged |
| Pacific Center for Financial Services | 0 | $9 | 0.00% | 0 | New |
| Glass Jacobson Investment Advisors llc | 1 | $152 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 1 | $152 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 2 | $279 | 0.00% | +2 | New |
| Salomon & Ludwin, LLC | 2 | $303 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 2 | $303 | 0.00% | +2 | New |
| Hollencrest Capital Management | 3 | $455 | 0.00% | −1,075−99.7% | Reduced |
| Clear Point Advisors Inc. | 3 | $455 | 0.00% | −3−50.0% | Reduced |
| WestEnd Advisors, LLC | 3 | $455 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 3 | $455 | 0.00% | +1+50.0% | Added |
| PayPay Securities Corp | 4 | $607 | 0.05% | −15−78.9% | Reduced |
| DHJJ Financial Advisors, Ltd. | 4 | $607 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 5 | $758 | 0.00% | −35−87.5% | Reduced |
| Dakota Community Bank & Trust NA | 5 | $758 | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 5 | $758 | 0.00% | +5 | New |
| True Wealth Design, LLC | 5 | $759 | 0.00% | −1−16.7% | Reduced |
| Wetzel Investment Advisors, Inc. | 5 | $825 | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 6 | $910 | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Raffa Wealth Management, LLC | 7 | $1.06K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 7 | $1.06K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 7 | $1.06K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 8 | $1.21K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 8 | $1.21K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 8 | $1.28K | 0.00% | +8 | New |
| Paloma Partners Management Co | 9 | $1.36K | 0.00% | −2,054−99.6% | Reduced |
| Hexagon Capital Partners LLC | 9 | $1.36K | 0.00% | −5−35.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 9 | $1.36K | 0.00% | +5+125.0% | Added |
| Blue Bell Private Wealth Management, LLC | 10 | $1.52K | 0.00% | −20−66.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 10 | $1.52K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 10 | $1.52K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $1.52K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 10 | $1.52K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 10 | $1.52K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 10 | $1.52K | 0.00% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 10 | $1.52K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 10 | $1.52K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 10 | $1.52K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 10 | $1.52K | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 10 | $1.52K | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 11 | $1.67K | 0.00% | +1+10.0% | Added |
| TFC Financial Management | 12 | $1.82K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 13 | $1.97K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 13 | $1.97K | 0.00% | +13 | New |
| Redwood Wealth Management Group, LLC | 18 | $2.73K | 0.00% | +18 | New |
| NCP Inc. | 19 | $2.88K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 19 | $2.88K | 0.00% | +19 | New |
| Timber Creek Capital Management LLC | 20 | $3.03K | 0.00% | +20 | New |
| VitalStone Financial, LLC | 20 | $3.03K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 22 | $3.34K | 0.00% | +22 | New |
| WR Wealth Planners, LLC | 24 | $3.64K | 0.00% | +10+71.4% | Added |
| MCF Advisors LLC | 24 | $3.64K | 0.00% | +10+71.4% | Added |
| North Star Investment Management Corp. | 25 | $3.79K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 25 | $3.79K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 25 | $3.79K | 0.00% | +3+13.6% | Added |
| Pacifica Partners Inc. | 25 | $3.82K | 0.00% | +25 | New |
| Proffitt & Goodson Inc | 26 | $3.94K | 0.00% | +1+4.0% | Added |
| Smithfield Trust Co | 25 | $4.00K | 0.00% | −12−32.4% | Reduced |
| Itau Unibanco Holding S.A. | 27 | $4.09K | 0.00% | +27 | New |
| Fairfield Financial Advisors, LTD | 27 | $4.09K | 0.00% | +27 | New |
| Beaird Harris Wealth Management, LLC | 28 | $4.21K | 0.00% | +1+3.7% | Added |
| Fortitude Family Office, LLC | 28 | $4.25K | 0.00% | +28 | New |
| Tucker Asset Management LLC | 29 | $4.40K | 0.00% | +29 | New |
| Atticus Wealth Management, LLC | 31 | $4.70K | 0.00% | −267−89.6% | Reduced |
| Your Advocates Ltd., LLP | 31 | $4.70K | 0.00% | +31 | New |
| MB, Levis & Associates, LLC | 33 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 42 | $5.26K | 0.00% | +17+68.0% | Added |
| Hartford Financial Management Inc. | 35 | $5.31K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 35 | $5.31K | 0.00% | +23+191.7% | Added |
| Wiser Advisor Group LLC | 36 | $5.46K | 0.01% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 37 | $5.61K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 37 | $5.61K | 0.00% | +37 | New |
| Aspect Partners, LLC | 39 | $5.91K | 0.00% | −18−31.6% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 43 | $6.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 40 | $6.07K | 0.00% | −10−20.0% | Reduced |
| Deseret Mutual Benefit Administrators | 41 | $6.22K | 0.00% | +41 | New |
| CGC Financial Services, LLC | 42 | $6.37K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 44 | $6.67K | 0.00% | +44 | New |
| Brown, Lisle/Cummings, Inc. | 45 | $6.82K | 0.00% | −105−70.0% | Reduced |
| Rosenberg Matthew Hamilton | 45 | $6.82K | 0.00% | 00.0% | Unchanged |
| Aviso Financial Inc. | 46 | $6.97K | 0.00% | +46 | New |
| Macroview Investment Management LLC | 46 | $6.97K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 48 | $7.28K | 0.00% | +28+140.0% | Added |
| Coppell Advisory Solutions LLC | 49 | $7.43K | 0.00% | +49 | New |
| Chris Bulman Inc | 50 | $7.58K | 0.01% | +50 | New |
| Winch Advisory Services, LLC | 50 | $7.58K | 0.00% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 50 | $7.58K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 51 | $7.73K | 0.00% | 00.0% | Unchanged |
| American National Bank | 53 | $8.04K | 0.00% | +53 | New |
| Prestige Wealth Management Group LLC | 55 | $8.34K | 0.00% | −4−6.8% | Reduced |
| Scarborough Advisors, LLC | 57 | $8.64K | 0.00% | +2+3.6% | Added |
| Signature Resources Capital Management, LLC | 57 | $8.64K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 57 | $8.64K | 0.00% | +51+850.0% | Added |
| Clear Street Markets LLC | 58 | $9.00K | 0.00% | +58 | New |
| Pacific Capital Wealth Advisors, Inc | 62 | $9.40K | 0.00% | −5,797−98.9% | Reduced |
| Godsey & Gibb Associates | 64 | $9.71K | 0.00% | 00.0% | Unchanged |