| Wood Tarver Financial Group, LLC | 1 | $0 | 0.00% | +1 | New |
| Aspect Partners, LLC | 1 | $232 | 0.00% | 00.0% | Unchanged |
| Sugar Maple Asset Management, LLC | 1 | $232 | 0.00% | +1 | New |
| NBC Securities, Inc. | 1 | $403 | 0.04% | −1,725−99.9% | Reduced |
| Riggs Asset Managment Co. Inc. | 2 | $464 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 2 | $464 | 0.00% | +2 | New |
| Lummis Asset Management, LP | 3 | $697 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 3 | $697 | 0.00% | +3 | New |
| Redwood Park Advisors LLC | 3 | $697 | 0.00% | +3 | New |
| JCIC Asset Management Inc. | 4 | $929 | 0.00% | +4 | New |
| Global Financial Private Client, LLC | 4 | $929 | 0.00% | +4 | New |
| Transce3nd, LLC | 4 | $929 | 0.00% | +4 | New |
| Strengthening Families & Communities, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 5 | $1.08K | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 5 | $1.16K | 0.00% | +5 | New |
| Wolff Wiese Magana LLC | 5 | $1.16K | 0.00% | 00.0% | Unchanged |
| FLP Wealth Management, LLC | 6 | $1.33K | 0.00% | +6 | New |
| Sound Income Strategies, LLC | 6 | $1.39K | 0.00% | +2+50.0% | Added |
| NVWM, LLC | 6 | $1.39K | 0.00% | +4+200.0% | Added |
| WestEnd Advisors, LLC | 7 | $1.63K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 7 | $1.63K | 0.00% | +7 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7 | $1.66K | 0.00% | −20−74.1% | Reduced |
| POM Investment Strategies, LLC | 8 | $1.86K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 8 | $1.86K | 0.00% | +3+60.0% | Added |
| Global Wealth Strategies & Associates | 8 | $1.86K | 0.00% | +8 | New |
| Park Square Financial Group, LLC | 8 | $1.86K | 0.00% | +8 | New |
| Kozak & Associates, Inc. | 8 | $1.86K | 0.00% | +8 | New |
| Toth Financial Advisory Corp | 9 | $2.09K | 0.00% | 00.0% | Unchanged |
| Demars Financial Group, LLC | 527,213 | $2.27K | 0.07% | +525,077+24,582.3% | Added |
| Operose Advisors LLC | 10 | $2.32K | 0.00% | −140−93.3% | Reduced |
| Private Wealth Management Group, LLC | 10 | $2.32K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 11 | $2.56K | 0.00% | +11 | New |
| PayPay Securities Corp | 11 | $2.56K | 0.11% | +11 | New |
| Principia Wealth Advisory, LLC | 11 | $2.56K | 0.00% | +11 | New |
| Tacita Capital Inc | 12 | $2.79K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 12 | $2.79K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 12 | $2.79K | 0.00% | +9+300.0% | Added |
| MPWM Advisory Solutions, LLC | 12 | $2.79K | 0.00% | +12 | New |
| Medallion Wealth Advisors, LLC | 12 | $2.79K | 0.00% | +12 | New |
| FPC Investment Advisory, Inc. | 12 | $2.84K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 13 | $3.02K | 0.00% | +13 | New |
| BOK Financial Private Wealth, Inc. | 13 | $3.10K | 0.00% | +7+116.7% | Added |
| Evelyn Partners Asset Management Ltd | 14 | $3.25K | 0.00% | +14 | New |
| Longfellow Investment Management Co LLC | 15 | $3.48K | 0.00% | −1,209−98.8% | Reduced |
| Iron Horse Wealth Management, LLC | 15 | $3.48K | 0.00% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 15 | $3.48K | 0.00% | +15 | New |
| Golden State Wealth Management, LLC | 16 | $3.72K | 0.00% | +16 | New |
| Capital Analysts, LLC | 18 | $4.00K | 0.00% | −15−45.5% | Reduced |
| NewSquare Capital LLC | 18 | $4.18K | 0.00% | +18 | New |
| Clark Wealth Partners | 18 | $4.18K | 0.00% | +18 | New |
| Cassady Schiller Wealth Management, LLC | 19 | $4.41K | 0.00% | +19 | New |
| Advantage Trust Co | 19 | $4.41K | 0.00% | +19 | New |
| ESL Trust Services, LLC | 20 | $4.64K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 21 | $4.88K | 0.00% | 00.0% | Unchanged |
| Conquis Financial LLC | 21 | $5.00K | 0.01% | +21 | New |
| Financial Network Wealth Advisors LLC | 22 | $5.11K | 0.01% | −429−95.1% | Reduced |
| Creative Financial Designs Inc | 23 | $5.23K | 0.00% | +1+4.5% | Added |
| Adirondack Trust Co | 23 | $5.34K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 24 | $5.57K | 0.00% | +7+41.2% | Added |
| Valued Wealth Advisors LLC | 24 | $5.69K | 0.00% | +2+9.1% | Added |
| ZRC Wealth Management, LLC | 25 | $5.81K | 0.00% | 00.0% | Unchanged |
| Raelipskie Partnership | 25 | $5.81K | 0.00% | +25 | New |
| Strategic Investment Solutions, Inc. | 27 | $6.27K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 27 | $6.27K | 0.00% | +27 | New |
| Stuart Chaussee & Associates, Inc. | 28 | $6.50K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 28 | $6.50K | 0.00% | +5+21.7% | Added |
| Addison Advisors LLC | 28 | $6.50K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 29 | $6.74K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 29 | $6.74K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 29 | $6.74K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 30 | $6.97K | 0.00% | −150−83.3% | Reduced |
| Financial Management Professionals, Inc. | 34 | $7.90K | 0.00% | +4+13.3% | Added |
| Atala Financial Inc | 34 | $7.90K | 0.01% | +34 | New |
| Mattson Financial Services, LLC | 36 | $7.94K | 0.00% | −5,453−99.3% | Reduced |
| JDM Financial Group LLC | 35 | $8.13K | 0.00% | −5−12.5% | Reduced |
| Atwood & Palmer Inc | 35 | $8.13K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 35 | $8.13K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 36 | $8.43K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 38 | $8.82K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 38 | $8.82K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 37 | $9.06K | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 37 | $9.06K | 0.01% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 40 | $9.29K | 0.00% | +40 | New |
| Glass Jacobson Investment Advisors llc | 41 | $9.52K | 0.00% | +20+95.2% | Added |
| Laurel Wealth Advisors LLC | 42 | $9.75K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 42 | $9.86K | 0.00% | −1−2.3% | Reduced |
| Silicon Valley Capital Partners | 43 | $9.90K | 0.00% | +1+2.4% | Added |
| Raffa Wealth Management, LLC | 43 | $9.99K | 0.00% | +9+26.5% | Added |
| Red Tortoise LLC | 44 | $10.2K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 44 | $10.2K | 0.01% | +44 | New |
| Cornerstone Planning Group LLC | 45 | $10.7K | 0.00% | +2+4.7% | Added |
| CoreFirst Bank & Trust | 46 | $10.7K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 49 | $11.4K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 49 | $11.4K | 0.00% | +16+48.5% | Added |
| Lowe Wealth Advisors, LLC | 50 | $11.6K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 50 | $11.6K | 0.01% | +50 | New |
| Raleigh Capital Management Inc. | 52 | $12.1K | 0.00% | +9+20.9% | Added |
| Financial Gravity Companies, Inc. | 55 | $12.8K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 55 | $12.8K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 58 | $13.5K | 0.00% | 00.0% | Unchanged |