| PrairieView Partners, LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 0 | $47 | 0.00% | 0 | Unchanged |
| Private Wealth Asset Management, LLC | 1 | $119 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $120 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $131 | 0.00% | +1 | New |
| Glass Jacobson Investment Advisors llc | 1 | $132 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 2 | $238 | 0.00% | +2 | New |
| Pineridge Advisors LLC | 2 | $239 | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 3 | $358 | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 3 | $358 | 0.00% | +3 | New |
| Redwood Park Advisors LLC | 3 | $359 | 0.00% | 00.0% | Unchanged |
| Motco | 4 | $478 | 0.00% | +4 | New |
| Nova Wealth Management, Inc. | 4 | $478 | 0.00% | +4 | New |
| Marshall & Sterling Wealth Advisors Inc. | 4 | $478 | 0.00% | +4 | New |
| Plante Moran Financial Advisors, LLC | 5 | $597 | 0.00% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 5 | $597 | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 5 | $597 | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 5 | $597 | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 5 | $597 | 0.00% | +1+25.0% | Added |
| Horizon Financial Services, LLC | 5 | $597 | 0.00% | +5 | New |
| PFG Private Wealth Management, LLC | 5 | $597 | 0.00% | +5 | New |
| Laurel Wealth Advisors LLC | 5 | $598 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 5 | $598 | 0.00% | +3+150.0% | Added |
| Roxbury Financial LLC | 6 | $833 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 7 | $836 | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 7 | $836 | 0.00% | +7 | New |
| UMA Financial Services, Inc. | 7 | $837 | 0.00% | +2+40.0% | Added |
| American National Bank | 7 | $880 | 0.00% | +7 | New |
| Prudent Man Investment Management, Inc. | 7 | $920 | 0.00% | 00.0% | Unchanged |
| CNB Bank | 8 | $956 | 0.00% | −129−94.2% | Reduced |
| Logan Capital Management Inc | 9 | $1.07K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 9 | $1.07K | 0.00% | +6+200.0% | Added |
| MRP Capital Investments, LLC | 10 | $1.20K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 10 | $1.20K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $1.20K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 10 | $1.20K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 10 | $1.20K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 10 | $1.20K | 0.00% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 10 | $1.20K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 10 | $1.20K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 10 | $1.20K | 0.00% | +1+11.1% | Added |
| SJS Investment Consulting Inc. | 10 | $1.20K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 10 | $1.21K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 11 | $1.31K | 0.00% | +11 | New |
| Winnow Wealth LLC | 12 | $1.37K | 0.00% | +4+50.0% | Added |
| MCF Advisors LLC | 14 | $1.67K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 14 | $1.70K | 0.10% | −1−6.7% | Reduced |
| Rossby Financial, LCC | 14 | $1.72K | 0.00% | +14 | New |
| Birchbrook, Inc. | 15 | $1.79K | 0.00% | −308−95.4% | Reduced |
| Copia Wealth Management | 16 | $1.91K | 0.00% | 00.0% | Unchanged |
| Abound Financial, LLC | 16 | $1.91K | 0.00% | +16 | New |
| Anchor Investment Management, LLC | 18 | $2.15K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 18 | $2.15K | 0.00% | −35−66.0% | Reduced |
| Valued Wealth Advisors LLC | 18 | $2.15K | 0.00% | 00.0% | Unchanged |
| NCP Inc. | 19 | $2.27K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 21 | $2.51K | 0.00% | −95−81.9% | Reduced |
| Painted Porch Advisors LLC | 22 | $2.63K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 22 | $2.63K | 0.01% | +10+83.3% | Added |
| Pacifica Partners Inc. | 25 | $2.85K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 24 | $2.87K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 24 | $2.87K | 0.00% | +7+41.2% | Added |
| Hughes Financial Services, LLC | 24 | $2.91K | 0.00% | +24 | New |
| Principia Wealth Advisory, LLC | 24 | $2.91K | 0.00% | +14+140.0% | Added |
| North Star Investment Management Corp. | 25 | $2.99K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 25 | $2.99K | 0.00% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 25 | $2.99K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 25 | $2.99K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 25 | $2.99K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 26 | $3.09K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 26 | $3.11K | 0.00% | −17,899−99.9% | Reduced |
| Aspect Partners, LLC | 27 | $3.23K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 27 | $3.23K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 27 | $3.23K | 0.00% | +25+1,250.0% | Added |
| Highline Wealth Partners LLC | 28 | $3.35K | 0.00% | −18−39.1% | Reduced |
| Fortitude Family Office, LLC | 28 | $3.35K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 30 | $3.58K | 0.00% | 00.0% | Unchanged |
| Inlight Wealth Management, LLC | 30 | $3.58K | 0.00% | +30 | New |
| Atticus Wealth Management, LLC | 31 | $3.70K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 31 | $3.76K | 0.00% | +5+19.2% | Added |
| MB, Levis & Associates, LLC | 33 | $3.94K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 34 | $4.06K | 0.00% | +10+41.7% | Added |
| NVWM, LLC | 35 | $4.18K | 0.00% | +2+6.1% | Added |
| High Note Wealth, LLC | 35 | $4.18K | 0.00% | +8+29.6% | Added |
| Pillar Financial Advisors, LLC | 35 | $4.18K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 36 | $4.30K | 0.00% | +11+44.0% | Added |
| Northwest Capital Management Inc | 37 | $4.42K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 37 | $4.42K | 0.00% | +19+105.6% | Added |
| Kestra Investment Management, LLC | 37 | $4.42K | 0.00% | −409−91.7% | Reduced |
| City State Bank | 38 | $4.54K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 39 | $4.66K | 0.00% | −9−18.8% | Reduced |
| Country Trust Bank | 40 | $4.78K | 0.00% | +40 | New |
| Coston, McIsaac & Partners | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 42 | $5.00K | 0.00% | +42 | New |
| Rosenberg Matthew Hamilton | 45 | $5.38K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 45 | $5.38K | 0.00% | 00.0% | Unchanged |
| Atala Financial Inc | 45 | $5.38K | 0.00% | 00.0% | Unchanged |
| Aviso Financial Inc. | 46 | $5.50K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 47 | $5.62K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 50 | $5.97K | 0.00% | −25−33.3% | Reduced |