| Dogwood Wealth Management LLC | 0 | $6 | 0.00% | 0 | Unchanged |
| Copeland Capital Management, LLC | 1 | $167 | 0.00% | −47,145−100.0% | Reduced |
| State of Wyoming | 1 | $242 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $485 | 0.00% | −3−60.0% | Reduced |
| ClariVest Asset Management LLC | 2 | $486 | 0.00% | −1−33.3% | Reduced |
| NVWM, LLC | 3 | $727 | 0.00% | +3 | New |
| Horizon Financial Services, LLC | 4 | $969 | 0.00% | +4 | New |
| Financial Synergies Wealth Advisors, Inc. | 4 | $970 | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 4 | $970 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5 | $1.21K | 0.00% | +2+66.7% | Added |
| FRG Family Wealth Advisors LLC | 6 | $1.42K | 0.00% | +6 | New |
| Vermillion & White Wealth Management Group, LLC | 6 | $1.45K | 0.00% | +6 | New |
| North Star Investment Management Corp. | 6 | $1.45K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 7 | $1.66K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 8 | $1.94K | 0.00% | −5−38.5% | Reduced |
| Trifecta Capital Advisors, LLC | 8 | $1.94K | 0.00% | −100−92.6% | Reduced |
| City State Bank | 10 | $2.00K | 0.00% | −36−78.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 7 | $2.00K | 0.00% | +7 | New |
| FSA Wealth Management LLC | 9 | $2.18K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 11 | $2.67K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 11 | $2.67K | 0.00% | +11 | New |
| Fairman Group, LLC | 11 | $2.68K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 12 | $2.91K | 0.00% | −156−92.9% | Reduced |
| Citizens National Bank Trust Department | 12 | $2.91K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 12 | $2.91K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 12 | $2.94K | 0.00% | +7+140.0% | Added |
| Sittner & Nelson, LLC | 13 | $3.15K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 14 | $3.39K | 0.00% | −65−82.3% | Reduced |
| Northwest Capital Management Inc | 14 | $3.39K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 14 | $3.39K | 0.00% | +14 | New |
| Logan Capital Management Inc | 15 | $3.63K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 15 | $3.63K | 0.00% | +15 | New |
| Avion Wealth | 14 | $4.00K | 0.00% | +8+133.3% | Added |
| Tributary Capital Management, LLC | 17 | $4.12K | 0.00% | +17 | New |
| SJS Investment Consulting Inc. | 17 | $4.12K | 0.00% | −4−19.0% | Reduced |
| Dunhill Financial, LLC | 18 | $4.27K | 0.00% | +3+20.0% | Added |
| Raleigh Capital Management Inc. | 20 | $4.84K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 21 | $5.09K | 0.00% | 00.0% | Unchanged |
| Christopher J. Hasenberg, Inc | 22 | $5.33K | 0.00% | +22 | New |
| Highline Wealth Partners LLC | 22 | $5.36K | 0.00% | 00.0% | Unchanged |
| NFJ Investment Group, LLC | 23 | $5.57K | 0.00% | +23 | New |
| Creative Capital Management Investments LLC | 24 | $5.81K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 26 | $6.30K | 0.01% | +15+136.4% | Added |
| Tucker Asset Management LLC | 27 | $6.54K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 27 | $6.54K | 0.00% | +17+170.0% | Added |
| Sunbelt Securities, Inc. | 27 | $6.58K | 0.00% | −155−85.2% | Reduced |
| Arlington Trust Co LLC | 28 | $6.78K | 0.00% | −28−50.0% | Reduced |
| Frazier Financial Advisors, LLC | 28 | $6.78K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 28 | $6.78K | 0.00% | 00.0% | Unchanged |
| Matrix Trust Co | 30 | $7.00K | 0.00% | −7,094−99.6% | Reduced |
| Ogorek Anthony Joseph | 32 | $7.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 29 | $7.03K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 31 | $7.57K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 32 | $7.75K | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 33 | $8.00K | 0.00% | +33 | New |
| Cornerstone Planning Group LLC | 34 | $8.19K | 0.00% | +1+3.0% | Added |
| First Financial Corp | 34 | $8.24K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 34 | $8.24K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 34 | $8.24K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 34 | $8.24K | 0.00% | −2−5.6% | Reduced |
| TD Capital Management LLC | 35 | $8.55K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 36 | $8.72K | 0.00% | −35−49.3% | Reduced |
| Wunderlich Capital Managemnt | 36 | $8.72K | 0.00% | +36 | New |
| Abound Wealth Management | 36 | $8.73K | 0.00% | −45−55.6% | Reduced |
| Country Trust Bank | 41 | $9.93K | 0.00% | −16−28.1% | Reduced |
| Glen Eagle Advisors, LLC | 41 | $9.95K | 0.00% | −40−49.4% | Reduced |
| First PREMIER Bank | 41 | $10.0K | 0.00% | +27+192.9% | Added |
| Legend Financial Advisors, Inc. | 42 | $10.2K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 43 | $10.4K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 44 | $10.7K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 44 | $10.8K | 0.02% | −3,341−98.7% | Reduced |
| Nordwand Advisors, LLC | 45 | $10.9K | 0.00% | +45 | New |
| Register Financial Advisors LLC | 45 | $11.0K | 0.01% | +45 | New |
| Clear Street Markets LLC | 46 | $11.0K | 0.01% | +45+4,500.0% | Added |
| Keener Financial Planning LLC | 42 | $11.0K | 0.01% | +42 | New |
| Newbridge Financial Services Group, Inc. | 45 | $11.0K | 0.00% | +45 | New |
| Winch Advisory Services, LLC | 46 | $11.1K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 48 | $11.6K | 0.00% | +6+14.3% | Added |
| McIlrath & Eck, LLC | 49 | $11.9K | 0.00% | 00.0% | Unchanged |
| Pickering Energy Partners LP | 50 | $12.1K | 0.13% | +50 | New |
| Creekmur Asset Management LLC | 50 | $12.2K | 0.00% | +3+6.4% | Added |
| Paloma Partners Management Co | 53 | $12.8K | 0.00% | +53 | New |
| GoalVest Advisory LLC | 55 | $13.3K | 0.00% | −39−41.5% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 50 | $13.7K | 0.00% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 57 | $13.8K | 0.00% | −545−90.5% | Reduced |
| Kelly Financial Services LLC | 59 | $14.3K | 0.01% | +39+195.0% | Added |
| Orion Capital Management LLC | 61 | $14.8K | 0.01% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 61 | $14.8K | 0.01% | +48+369.2% | Added |
| Iron Horse Wealth Management, LLC | 62 | $15.0K | 0.01% | +55+785.7% | Added |
| Scarborough Advisors, LLC | 63 | $15.3K | 0.01% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 66 | $16.0K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 66 | $16.0K | 0.01% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 69 | $16.7K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 72 | $17.0K | 0.00% | −11−13.3% | Reduced |
| McClarren Financial Advisors, Inc. | 67 | $17.0K | 0.01% | +1+1.5% | Added |
| CBIZ Investment Advisory Services, LLC | 71 | $17.3K | 0.00% | +71 | New |
| Sofos Investments, Inc. | 72 | $17.3K | 0.00% | +56+350.0% | Added |
| LifeSteps Financial, Inc. | 72 | $17.4K | 0.01% | +72 | New |
| Ulland Investment Advisors, LLC | 75 | $18.0K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 75 | $18.2K | 0.01% | 00.0% | Unchanged |