| First Command Advisory Services, Inc. | 5 | $0 | 0.00% | −14−73.7% | Reduced |
| Dogwood Wealth Management LLC | 0 | $5 | 0.00% | 0 | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1 | $106 | 0.00% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 41,808 | $401 | 0.02% | +41,808 | New |
| GoalVest Advisory LLC | 4 | $423 | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 5 | $529 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 6 | $635 | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 7 | $741 | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 7 | $741 | 0.00% | +7 | New |
| ClariVest Asset Management LLC | 9 | $950 | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 9 | $952 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 9 | $952 | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 10 | $1.06K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 10 | $1.06K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 11 | $1.16K | 0.00% | +11 | New |
| POM Investment Strategies, LLC | 13 | $1.38K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 13 | $1.38K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 14 | $1.48K | 0.00% | −136−90.7% | Reduced |
| Pacifica Partners Inc. | 15 | $1.55K | 0.00% | −25−62.5% | Reduced |
| Rise Advisors, LLC | 15 | $1.59K | 0.00% | −17−53.1% | Reduced |
| Retirement Group, LLC | 16 | $1.69K | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 16 | $1.69K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 16 | $1.69K | 0.00% | +10+166.7% | Added |
| Valued Wealth Advisors LLC | 17 | $1.83K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 18 | $1.91K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 18 | $1.92K | 0.00% | +18 | New |
| TCTC Holdings, LLC | 19 | $2.01K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 20 | $2.12K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 20 | $2.12K | 0.00% | +20 | New |
| Activest Wealth Management | 21 | $2.21K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 21 | $2.22K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 21 | $2.22K | 0.00% | +21 | New |
| Paladin Advisory Group, LLC | 22 | $2.29K | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 23 | $2.44K | 0.00% | +23 | New |
| Bangor Savings Bank | 25 | $2.65K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 28 | $2.96K | 0.00% | +6+27.3% | Added |
| Hanson & Doremus Investment Management | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 31 | $3.14K | 0.00% | +31 | Added |
| Raffa Wealth Management, LLC | 33 | $3.49K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 34 | $3.54K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 35 | $3.70K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 35 | $3.71K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 36 | $3.81K | 0.00% | −176−83.0% | Reduced |
| IAG Wealth Partners, LLC | 36 | $3.81K | 0.00% | −100−73.5% | Reduced |
| Versant Capital Management, Inc | 36 | $3.81K | 0.00% | −5−12.2% | Reduced |
| Global Wealth Strategies & Associates | 39 | $4.13K | 0.00% | −51−56.7% | Reduced |
| Dunhill Financial, LLC | 40 | $4.23K | 0.00% | +6+17.6% | Added |
| ICA Group Wealth Management, LLC | 40 | $4.23K | 0.00% | −18−31.0% | Reduced |
| Fortitude Family Office, LLC | 42 | $4.45K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 50 | $4.68K | 0.00% | +50 | New |
| Sachetta, LLC | 41 | $4.72K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 45 | $4.76K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 46 | $4.87K | 0.00% | +46 | New |
| Avion Wealth | 42 | $5.00K | 0.00% | 00.0% | Unchanged |
| General Partner, Inc. | 48 | $5.08K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 50 | $5.29K | 0.00% | −145−74.4% | Reduced |
| Atticus Wealth Management, LLC | 50 | $5.29K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 51 | $5.40K | 0.00% | −61−54.5% | Reduced |
| Abound Wealth Management | 52 | $5.51K | 0.00% | +2+4.0% | Added |
| Richard W. Paul & Associates, LLC | 55 | $5.82K | 0.00% | −54−49.5% | Reduced |
| Naples Money Management LLC | 55 | $5.82K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 55 | $5.82K | 0.00% | +55 | New |
| Headlands Technologies LLC | 57 | $6.03K | 0.00% | +57 | New |
| BOK Financial Private Wealth, Inc. | 57 | $6.03K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 60 | $6.35K | 0.00% | −42−41.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 60 | $6.35K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 60 | $6.35K | 0.01% | +9+17.6% | Added |
| Red Tortoise LLC | 60 | $6.35K | 0.00% | +30+100.0% | Added |
| America First Investment Advisors, LLC | 62 | $6.56K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 67 | $6.70K | 0.00% | +1+1.5% | Added |
| Dixon Mitchell Investment Counsel Inc. | 65 | $6.88K | 0.00% | +65 | New |
| Scarborough Advisors, LLC | 66 | $6.99K | 0.00% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 66 | $6.99K | 0.00% | +66 | New |
| Sound Income Strategies, LLC | 69 | $7.31K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 72 | $8.00K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 76 | $8.04K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 77 | $8.15K | 0.00% | −114−59.7% | Reduced |
| Cedar Mountain Advisors, LLC | 79 | $8.36K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 80 | $8.47K | 0.00% | 00.0% | Unchanged |
| Spectrum Asset Management, Inc. (NB/CA) | 80 | $8.47K | 0.00% | +80 | New |
| Sandy Spring Bank | 81 | $8.52K | 0.00% | −31−27.7% | Reduced |
| Global Financial Private Client, LLC | 82 | $8.55K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 83 | $8.77K | 0.00% | −425−83.7% | Reduced |
| Cornerstone Planning Group LLC | 102 | $9.92K | 0.00% | −14−12.1% | Reduced |
| Godsey & Gibb Associates | 100 | $10.6K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 100 | $10.6K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 101 | $10.7K | 0.01% | +50+98.0% | Added |
| Bartlett & Co. Wealth Management LLC | 102 | $10.8K | 0.00% | +15+17.2% | Added |
| Asset Dedication, LLC | 105 | $11.0K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 107 | $11.3K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 110 | $11.6K | 0.00% | +1+0.9% | Added |
| Continuum Advisory, LLC | 118 | $11.8K | 0.00% | +118 | New |
| Concord Wealth Partners | 112 | $11.9K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 116 | $12.2K | 0.01% | +1+0.9% | Added |
| Provenance Wealth Advisors, LLC | 116 | $12.3K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 119 | $12.6K | 0.00% | +119 | New |
| Transcendent Capital Group LLC | 121 | $12.8K | 0.01% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 141 | $13.3K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 131 | $13.9K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 132 | $14.0K | 0.01% | 00.0% | Unchanged |