| PrairieView Partners, LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $6 | 0.00% | 0 | Unchanged |
| Pacific Center for Financial Services | 0 | $8 | 0.00% | 0 | Unchanged |
| ZRC Wealth Management, LLC | 0 | $50 | 0.00% | 0 | New |
| Glass Jacobson Investment Advisors llc | 1 | $127 | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 1 | $127 | 0.00% | +1 | New |
| Mendota Financial Group, LLC | 1 | $127 | 0.00% | +1 | New |
| Caitlin John, LLC | 1 | $133 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 2 | $254 | 0.00% | −46−95.8% | Reduced |
| Salomon & Ludwin, LLC | 2 | $254 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 2 | $254 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 2 | $254 | 0.00% | +2 | New |
| Annapolis Financial Services, LLC | 3 | $355 | 0.00% | +3 | New |
| Clear Investment Research, LLC | 3 | $380 | 0.00% | −5−62.5% | Reduced |
| WestEnd Advisors, LLC | 3 | $380 | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 3 | $380 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 3 | $455 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 4 | $508 | 0.00% | −8−66.7% | Reduced |
| DHJJ Financial Advisors, Ltd. | 4 | $508 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 5 | $634 | 0.00% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 5 | $634 | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 5 | $634 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 5 | $635 | 0.00% | +5 | New |
| 1620 Investment Advisors, Inc. | 6 | $743 | 0.00% | +6 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $761 | 0.00% | −3−33.3% | Reduced |
| Strengthening Families & Communities, LLC | 6 | $761 | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 7 | $888 | 0.00% | −55−88.7% | Reduced |
| Raffa Wealth Management, LLC | 7 | $888 | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 7 | $888 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 8 | $1.01K | 0.00% | −1−11.1% | Reduced |
| SYSTM Wealth Solutions LLC | 8 | $1.01K | 0.03% | −13,575−99.9% | Reduced |
| SJS Investment Consulting Inc. | 9 | $1.14K | 0.00% | −2−18.2% | Reduced |
| Halpern Financial, Inc. | 10 | $1.26K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 10 | $1.27K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 10 | $1.27K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $1.27K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 10 | $1.27K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 10 | $1.27K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 10 | $1.27K | 0.00% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 10 | $1.27K | 0.00% | 00.0% | Unchanged |
| Northwest Financial Advisors | 10 | $1.27K | 0.00% | +10 | New |
| Center for Financial Planning, Inc. | 10 | $1.27K | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 10 | $1.27K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 10 | $1.36K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 11 | $1.40K | 0.12% | +7+175.0% | Added |
| Core Alternative Capital | 13 | $1.65K | 0.00% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 14 | $1.77K | 0.00% | −95−87.2% | Reduced |
| Carolinas Wealth Consulting LLC | 14 | $1.78K | 0.00% | +6+75.0% | Added |
| Winthrop Capital Management, LLC | 17 | $2.00K | 0.00% | +8+88.9% | Added |
| Global Financial Private Client, LLC | 16 | $2.03K | 0.00% | +16 | New |
| JFS Wealth Advisors, LLC | 17 | $2.16K | 0.00% | −18−51.4% | Reduced |
| Anchor Investment Management, LLC | 18 | $2.28K | 0.00% | −134−88.2% | Reduced |
| MCF Advisors LLC | 18 | $2.28K | 0.00% | −6−25.0% | Reduced |
| Elequin Capital LP | 18 | $2.28K | 0.00% | +18 | New |
| Sanctuary Wealth Management, L.L.C. | 19 | $2.41K | 0.00% | 00.0% | Unchanged |
| NCP Inc. | 19 | $2.41K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 20 | $2.54K | 0.00% | −31−60.8% | Reduced |
| VitalStone Financial, LLC | 20 | $2.54K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 20 | $2.54K | 0.00% | +10+100.0% | Added |
| Foster Dykema Cabot & Partners, LLC | 23 | $2.92K | 0.00% | +23 | New |
| Smithfield Trust Co | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 24 | $3.04K | 0.00% | −12−33.3% | Reduced |
| Painted Porch Advisors LLC | 24 | $3.04K | 0.00% | +2+9.1% | Added |
| Pacifica Partners Inc. | 25 | $3.17K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 25 | $3.17K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 25 | $3.17K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 25 | $3.17K | 0.00% | −1−3.8% | Reduced |
| Fairfield Financial Advisors, LTD | 27 | $3.42K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 28 | $3.55K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 29 | $3.68K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 29 | $3.68K | 0.00% | +4+16.0% | Added |
| Concord Wealth Partners | 29 | $3.68K | 0.00% | +29 | New |
| Atticus Wealth Management, LLC | 31 | $3.93K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 33 | $4.18K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 33 | $4.18K | 0.00% | +9+37.5% | Added |
| Pineridge Advisors LLC | 35 | $4.44K | 0.00% | +35 | New |
| Chilton Capital Management LLC | 37 | $4.69K | 0.00% | −80−68.4% | Reduced |
| Northwest Capital Management Inc | 37 | $4.69K | 0.00% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 39 | $4.95K | 0.00% | +39 | New |
| Householder Group Estate & Retirement Specialist, LLC | 46 | $5.00K | 0.00% | +3+7.0% | Added |
| PSI Advisors, LLC | 40 | $5.07K | 0.00% | 00.0% | Unchanged |
| Pingora Partners LLC | 40 | $5.07K | 0.00% | +40 | New |
| Deseret Mutual Benefit Administrators | 41 | $5.20K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 42 | $5.33K | 0.00% | 00.0% | Unchanged |
| Peterson Financial Group, Inc. | 43 | $5.45K | 0.02% | +43 | New |
| Cornerstone Planning Group LLC | 40 | $5.51K | 0.00% | −2−4.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 45 | $5.71K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 45 | $5.71K | 0.00% | 00.0% | Unchanged |
| Aviso Financial Inc. | 46 | $5.83K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 46 | $5.83K | 0.00% | +44+2,200.0% | Added |
| Macroview Investment Management LLC | 46 | $5.83K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 50 | $6.34K | 0.00% | −14−21.9% | Reduced |
| Winch Advisory Services, LLC | 50 | $6.34K | 0.00% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 50 | $6.34K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 52 | $6.60K | 0.00% | −3−5.5% | Reduced |
| Sandy Spring Bank | 53 | $6.72K | 0.00% | −25−32.1% | Reduced |
| Washington Trust Advisors, Inc. | 54 | $6.80K | 0.00% | −16−22.9% | Reduced |
| Armstrong Advisory Group, Inc | 55 | $6.97K | 0.00% | +55 | New |
| Signature Resources Capital Management, LLC | 57 | $7.23K | 0.01% | 00.0% | Unchanged |