| Dogwood Wealth Management LLC | 0 | $4 | 0.00% | 0 | Unchanged |
| Redwood Wealth Management Group, LLC | 1 | $167 | 0.00% | +1 | New |
| Cornerstone Planning Group LLC | 2 | $310 | 0.00% | +2 | New |
| Ruedi Wealth Management, Inc. | 2 | $333 | 0.00% | +2 | New |
| Abich Financial Wealth Management LLC | 3 | $500 | 0.00% | +3 | New |
| SRS Capital Advisors, Inc. | 4 | $667 | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 4 | $667 | 0.00% | 00.0% | Unchanged |
| Lynx Investment Advisory | 4 | $667 | 0.00% | +4 | New |
| Trust Co of Vermont | 5 | $834 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 5 | $834 | 0.00% | +1+25.0% | Added |
| Hoey Investments, Inc | 5 | $834 | 0.00% | +5 | New |
| Longfellow Investment Management Co LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 7 | $1.17K | 0.00% | −10−58.8% | Reduced |
| Motco | 7 | $1.17K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 7 | $1.17K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 8 | $1.32K | 0.00% | +1+14.3% | Added |
| VisionPoint Advisory Group, LLC | 9 | $1.50K | 0.00% | +9 | New |
| Morton Brown Family Wealth, LLC | 9 | $1.55K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 10 | $1.67K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 10 | $1.67K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 10 | $1.67K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $1.67K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 11 | $1.82K | 0.00% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 10 | $1.83K | 0.00% | +10 | New |
| North Star Investment Management Corp. | 11 | $1.83K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 11 | $1.84K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 10 | $2.00K | 0.00% | −3−23.1% | Reduced |
| Continuum Advisory, LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 13 | $2.17K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 13 | $2.17K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 15 | $2.50K | 0.00% | −39−72.2% | Reduced |
| GPS Wealth Strategies Group, LLC | 17 | $2.84K | 0.00% | +17 | New |
| Avion Wealth | 23 | $3.00K | 0.00% | +6+35.3% | Added |
| Penserra Capital Management LLC | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 18 | $3.00K | 0.00% | +8+80.0% | Added |
| Tucker Asset Management LLC | 20 | $3.33K | 0.00% | +20 | New |
| Criterion Capital Advisors, LLC | 20 | $3.33K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 22 | $3.67K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 23 | $3.84K | 0.00% | +5+27.8% | Added |
| Beacon Capital Management, LLC | 24 | $4.01K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 25 | $4.17K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 25 | $4.31K | 0.00% | +11+78.6% | Added |
| South State Corp. | 26 | $4.33K | 0.00% | +4+18.2% | Added |
| Glen Eagle Advisors, LLC | 28 | $4.67K | 0.00% | +28 | New |
| Grove Bank & Trust | 29 | $4.83K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 29 | $4.83K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 31 | $5.17K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 33 | $5.50K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 36 | $6.00K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 36 | $6.58K | 0.00% | −128−78.0% | Reduced |
| Abound Wealth Management | 40 | $6.67K | 0.00% | −5−11.1% | Reduced |
| Robinswood Financial LLC | 41 | $6.83K | 0.00% | +41 | New |
| Versant Capital Management, Inc | 42 | $7.00K | 0.00% | −1−2.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 45 | $7.50K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 46 | $7.62K | 0.00% | +2+4.5% | Added |
| Eagle Bay Advisors LLC | 46 | $7.67K | 0.00% | −4−8.0% | Reduced |
| Westend Capital Management, LLC | 47 | $7.78K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 48 | $8.00K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 50 | $8.34K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 50 | $8.34K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 53 | $8.84K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 53 | $8.84K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 53 | $8.84K | 0.00% | +33+165.0% | Added |
| CGC Financial Services, LLC | 55 | $9.17K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 56 | $9.34K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 58 | $9.67K | 0.00% | +58 | New |
| Ancora Advisors, LLC | 59 | $9.84K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 62 | $10.3K | 0.00% | +55+785.7% | Added |
| Raffa Wealth Management, LLC | 65 | $10.8K | 0.00% | +38+140.7% | Added |
| Cedar Wealth Management, LLC | 72 | $12.0K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 73 | $12.2K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 77 | $12.8K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 82 | $13.7K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 83 | $13.8K | 0.00% | +11+15.3% | Added |
| Capital Advisors, Ltd. LLC | 85 | $14.0K | 0.00% | −9−9.6% | Reduced |
| Rise Advisors, LLC | 85 | $14.2K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 87 | $14.5K | 0.00% | −74−46.0% | Reduced |
| Arcadia Investment Advisors LLC | 87 | $14.5K | 0.01% | −63−42.0% | Reduced |
| Raleigh Capital Management Inc. | 87 | $14.5K | 0.01% | +18+26.1% | Added |
| Financial Network Wealth Advisors LLC | 87 | $14.5K | 0.01% | +87 | New |
| Salem Investment Counselors Inc | 88 | $14.7K | 0.00% | −486−84.7% | Reduced |
| Quarry LP | 92 | $15.3K | 0.01% | −238−72.1% | Reduced |
| Prestige Wealth Management Group LLC | 100 | $16.7K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 100 | $17.0K | 0.00% | +17+20.5% | Added |
| Timber Creek Capital Management LLC | 104 | $17.3K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 105 | $17.5K | 0.02% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 107 | $17.8K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 112 | $18.7K | 0.00% | −3−2.6% | Reduced |
| Covestor Ltd | 121 | $20.0K | 0.01% | +1+0.8% | Added |
| Atlantic Private Wealth, LLC | 123 | $20.5K | 0.02% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 124 | $20.7K | 0.00% | −10−7.5% | Reduced |
| St Germain D J Co Inc | 128 | $21.3K | 0.00% | −434−77.2% | Reduced |
| Frazier Financial Advisors, LLC | 133 | $22.2K | 0.02% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 134 | $22.3K | 0.00% | +114+570.0% | Added |
| MV Capital Management, Inc. | 138 | $23.0K | 0.00% | +5+3.8% | Added |