| Comprehensive Financial Planning, Inc. | 1 | $349 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 1 | $350 | 0.01% | +1 | New |
| Noble Wealth Management PBC | 2 | $700 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 2 | $700 | 0.00% | +1+100.0% | Added |
| USA Financial Portformulas Corp | 2 | $700 | 0.00% | +2 | New |
| Navigoe, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 3 | $1.05K | 0.00% | −71−95.9% | Reduced |
| Cedar Mountain Advisors, LLC | 3 | $1.05K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 3 | $1.05K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 3 | $1.05K | 0.00% | +3 | New |
| Jessup Wealth Management, Inc | 3 | $1.05K | 0.00% | +3 | New |
| Rachor Investment Advisory Services, LLC | 3 | $1.05K | 0.00% | +3 | New |
| Key Capital Management, INC | 3 | $1.05K | 0.00% | +3 | New |
| Investors Portfolio Services LLC | 4 | $1.27K | 0.00% | +4 | New |
| Pinney & Scofield, Inc. | 4 | $1.40K | 0.00% | −3−42.9% | Reduced |
| Palladiem, LLC | 4 | $1.40K | 0.00% | +4 | New |
| Luken Investment Analytics, LLC | 4 | $1.40K | 0.00% | +4 | New |
| Monetary Solutions, Ltd | 4 | $1.40K | 0.00% | +4 | New |
| Greenline Wealth Management LLC | 4 | $1.49K | 0.00% | +4 | New |
| Proathlete Wealth Management LLC | 5 | $1.75K | 0.00% | +5 | New |
| Carolina Wealth Advisors, LLC | 5 | $1.75K | 0.00% | +5 | New |
| Three Bearings Fiduciary Advisors, Inc. | 7 | $2.05K | 0.00% | +7 | New |
| Twin Lakes Capital Management, LLC | 6 | $2.10K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 6 | $2.10K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 7 | $2.45K | 0.00% | −1−12.5% | Reduced |
| DHJJ Financial Advisors, Ltd. | 7 | $2.45K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 7 | $2.45K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 7 | $2.45K | 0.00% | 00.0% | Unchanged |
| Miller Global Investments, LLC | 7 | $2.45K | 0.00% | +7 | New |
| Pacific Center for Financial Services | 7 | $2.47K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 8 | $2.80K | 0.00% | −17−68.0% | Reduced |
| Merited Wealth, LLC | 8 | $2.80K | 0.00% | +8 | New |
| IFC & Insurance Marketing, Inc. | 8 | $3.00K | 0.00% | +8 | New |
| Imprint Wealth LLC | 9 | $3.15K | 0.01% | −9−50.0% | Reduced |
| Lummis Asset Management, LP | 9 | $3.15K | 0.00% | 00.0% | Unchanged |
| Aviso Financial Inc. | 10 | $3.50K | 0.00% | −588−98.3% | Reduced |
| Vermillion Wealth Management, Inc. | 10 | $3.50K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 10 | $3.50K | 0.00% | +10 | New |
| Hughes Financial Services, LLC | 11 | $3.85K | 0.00% | −6−35.3% | Reduced |
| Inlight Wealth Management, LLC | 11 | $3.85K | 0.00% | 00.0% | Unchanged |
| Merrithew & Thorsten Inc | 13 | $4.00K | 0.00% | +13 | New |
| American Capital Advisory, LLC | 12 | $4.20K | 0.00% | +4+50.0% | Added |
| Winnow Wealth LLC | 12 | $4.20K | 0.00% | +10+500.0% | Added |
| Global Wealth Strategies & Associates | 13 | $4.55K | 0.00% | −6−31.6% | Reduced |
| Stephens Consulting, LLC | 13 | $4.55K | 0.00% | +13 | New |
| Anfield Capital Management, LLC | 14 | $4.90K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 14 | $4.90K | 0.00% | +14 | New |
| Bare Financial Services, Inc | 15 | $5.25K | 0.00% | −15−50.0% | Reduced |
| Align Financial, LLC | 5,250 | $5.25K | 0.00% | +5,250 | New |
| LM Advisors LLC | 1,923 | $5.50K | 0.11% | −3,404−63.9% | Reduced |
| Meramec Financial Planners, LLC | 21 | $5.64K | 0.00% | +21 | New |
| 1 North Wealth Services LLC | 17 | $5.95K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 17 | $5.95K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 18 | $6.00K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 18 | $6.30K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 19 | $6.65K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 19 | $6.65K | 0.00% | +2+11.8% | Added |
| Corsicana & Co. | 20 | $7.00K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 20 | $7.00K | 0.00% | +20 | New |
| Manning & Napier Advisors LLC | 20 | $7.05K | 0.00% | +20 | New |
| First Financial Corp | 21 | $7.35K | 0.00% | −140−87.0% | Reduced |
| Performa Ltd (US), LLC | 21 | $7.35K | 0.00% | −13−38.2% | Reduced |
| DiNuzzo Private Wealth, Inc. | 21 | $7.35K | 0.00% | −4−16.0% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 21 | $7.35K | 0.01% | −4−16.0% | Reduced |
| N.E.W. Advisory Services LLC | 22 | $7.70K | 0.00% | −213−90.6% | Reduced |
| Bullock Wealth Management Group | 22 | $7.70K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 22 | $7.70K | 0.00% | +3+15.8% | Added |
| Atlas Capital Advisors LLC | 23 | $8.05K | 0.00% | +23 | New |
| Barrett & Company, Inc. | 23 | $8.05K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 25 | $8.75K | 0.00% | −339−93.1% | Reduced |
| Rocky Mountain Advisers, LLC | 25 | $8.75K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 25 | $8.75K | 0.00% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 25 | $8.75K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 27 | $9.45K | 0.28% | +10+58.8% | Added |
| Lodestone Wealth Management LLC | 27 | $9.45K | 0.00% | +27 | New |
| Hara Capital LLC | 28 | $9.80K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 28 | $9.81K | 0.00% | −1−3.4% | Reduced |
| Dorato Capital Management | 34 | $10.4K | 0.01% | +34 | New |
| Basepoint Wealth LLC | 30 | $10.5K | 0.01% | +30 | New |
| Clean Yield Group | 30 | $10.5K | 0.00% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 30 | $10.5K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 30 | $10.5K | 0.01% | +11+57.9% | Added |
| Atomic Invest LLC | 32 | $11.1K | 0.01% | +32 | New |
| Moisand Fitzgerald Tamayo, LLC | 32 | $11.2K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 33 | $11.6K | 0.00% | −509−93.9% | Reduced |
| Financial Management Professionals, Inc. | 33 | $11.6K | 0.00% | −71−68.3% | Reduced |
| Bernard Wealth Management Corp. | 33 | $11.6K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 33 | $11.6K | 0.00% | +28+560.0% | Added |
| Cornerstone Financial Management LLC | 33 | $11.6K | 0.01% | +33 | New |
| Maseco LLP | 34 | $11.9K | 0.00% | −5−12.8% | Reduced |
| Kingdom Financial Group LLC. | 34 | $11.9K | 0.00% | +34 | New |
| Advocate Investing Services LLC | 36 | $12.6K | 0.01% | +36 | New |
| Mascoma Wealth Management LLC | 39 | $13.7K | 0.00% | +4+11.4% | Added |
| SHP Wealth Management | 40 | $13.9K | 0.00% | +40 | New |
| Robbins Farley LLC | 41 | $14.3K | 0.01% | −5,367−99.2% | Reduced |
| Quattro Advisors LLC | 41 | $14.3K | 0.01% | +41 | New |
| Kohmann Bosshard Financial Services, LLC | 42 | $14.4K | 0.00% | +42 | New |
| S&T Bank | 42 | $14.7K | 0.00% | +29+223.1% | Added |
| Copia Wealth Management | 43 | $15.1K | 0.01% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 43 | $15.1K | 0.01% | +43 | New |
