| Dogwood Wealth Management LLC | 0 | $4 | 0.00% | 0 | Unchanged |
| Beaird Harris Wealth Management, LLC | 1 | $51 | 0.00% | −17−94.4% | Reduced |
| Scarborough Advisors, LLC | 2 | $133 | 0.00% | +2 | New |
| Aspect Partners, LLC | 4 | $265 | 0.00% | +4 | New |
| REAP Financial Group, LLC | 6 | $398 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 7 | $464 | 0.00% | −2−22.2% | Reduced |
| Bokf, NA | 8 | $530 | 0.00% | −443−98.2% | Reduced |
| Tradewinds Capital Management, LLC | 10 | $663 | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 9 | $706 | 0.00% | −101−91.8% | Reduced |
| Cedar Wealth Management, LLC | 11 | $729 | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 11 | $730 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 12 | $796 | 0.00% | +12 | New |
| Core Alternative Capital | 14 | $928 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 8 | $1.00K | 0.00% | +8 | New |
| Evermay Wealth Management LLC | 16 | $1.06K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 16 | $1.06K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 17 | $1.13K | 0.00% | +17 | New |
| Delta Asset Management LLC | 18 | $1.19K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 18 | $1.19K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 20 | $1.33K | 0.00% | −5−20.0% | Reduced |
| Trifecta Capital Advisors, LLC | 22 | $1.46K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 22 | $1.46K | 0.00% | +22 | New |
| Provenance Wealth Advisors, LLC | 23 | $1.52K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 23 | $1.52K | 0.00% | +23 | New |
| Kiely Wealth Advisory Group, Inc. | 22 | $1.67K | 0.00% | +22 | New |
| Sachetta, LLC | 24 | $1.85K | 0.00% | −11−31.4% | Reduced |
| Triad Wealth Partners, LLC | 28 | $1.86K | 0.00% | +28 | New |
| Park Place Capital Corp | 30 | $1.99K | 0.00% | −246−89.1% | Reduced |
| Financial Management Professionals, Inc. | 30 | $2.00K | 0.00% | −4−11.8% | Reduced |
| Roble, Belko & Company, Inc | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 27 | $2.00K | 0.00% | +27 | New |
| Private Ocean, LLC | 31 | $2.06K | 0.00% | +31 | New |
| Gradient Investments LLC | 35 | $2.32K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 42 | $2.79K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 38 | $2.82K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 45 | $2.98K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 45 | $2.98K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 45 | $2.98K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 45 | $2.98K | 0.00% | +45 | New |
| Your Advocates Ltd., LLP | 47 | $3.12K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 47 | $3.12K | 0.00% | +7+17.5% | Added |
| Raffa Wealth Management, LLC | 52 | $3.45K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 53 | $3.50K | 0.00% | +11+26.2% | Added |
| Great Lakes Retirement, Inc. | 53 | $3.51K | 0.00% | +53 | New |
| NBC Securities, Inc. | 65 | $4.00K | 0.00% | −100−60.6% | Reduced |
| Valley National Advisers Inc | 65 | $4.00K | 0.00% | −30−31.6% | Reduced |
| Avion Wealth | 69 | $4.00K | 0.00% | −17−19.8% | Reduced |
| TFC Financial Management | 61 | $4.04K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 62 | $4.11K | 0.00% | −4−6.1% | Reduced |
| Glen Eagle Advisors, LLC | 68 | $4.51K | 0.00% | +68 | New |
| Cullen/Frost Bankers, Inc. | 69 | $4.58K | 0.00% | +49+245.0% | Added |
| SYSTM Wealth Solutions LLC | 71 | $4.71K | 0.00% | −17,586−99.6% | Reduced |
| Prestige Wealth Management Group LLC | 72 | $4.77K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 74 | $4.91K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 77 | $5.11K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 78 | $5.17K | 0.00% | +78 | New |
| CGC Financial Services, LLC | 82 | $5.44K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 85 | $5.64K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 86 | $5.70K | 0.00% | +86 | New |
| RFP Financial Group LLC | 87 | $5.77K | 0.00% | −4−4.4% | Reduced |
| Annapolis Financial Services, LLC | 88 | $5.83K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 88 | $5.83K | 0.00% | +26+41.9% | Added |
| Harbour Investments, Inc. | 92 | $6.10K | 0.00% | −30−24.6% | Reduced |
| EdgeRock Capital LLC | 97 | $6.43K | 0.00% | +97 | New |
| Tyler-Stone Wealth Management | 98 | $6.50K | 0.00% | +98 | New |
| Hexagon Capital Partners LLC | 99 | $6.56K | 0.00% | +7+7.6% | Added |
| Byrne Asset Management LLC | 98 | $6.60K | 0.00% | −52−34.7% | Reduced |
| Private Wealth Management Group, LLC | 100 | $6.63K | 0.00% | −36−26.5% | Reduced |
| First United Bank Trust | 100 | $6.63K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 100 | $6.63K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 100 | $6.63K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 101 | $6.70K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 105 | $6.96K | 0.00% | +15+16.7% | Added |
| Center for Financial Planning, Inc. | 106 | $7.03K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 110 | $7.29K | 0.01% | +110 | New |
| Cornerstone Planning Group LLC | 111 | $8.60K | 0.00% | +97+692.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 132 | $8.78K | 0.00% | +33+33.3% | Added |
| Washington Trust Advisors, Inc. | 144 | $9.55K | 0.00% | −202−58.4% | Reduced |
| Operose Advisors LLC | 149 | $9.88K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 150 | $10.0K | 0.00% | +50+50.0% | Added |
| Creative Capital Management Investments LLC | 160 | $10.6K | 0.01% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 166 | $11.0K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 175 | $11.6K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 177 | $11.7K | 0.00% | −78−30.6% | Reduced |
| First Community Trust NA | 178 | $11.8K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 179 | $11.9K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 184 | $12.2K | 0.01% | +184 | New |
| Red Tortoise LLC | 185 | $12.3K | 0.01% | +101+120.2% | Added |
| Manchester Capital Management LLC | 186 | $12.3K | 0.00% | −6−3.1% | Reduced |
| JNBA Financial Advisors | 186 | $12.3K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 186 | $12.3K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 194 | $12.9K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 194 | $12.9K | 0.00% | −13−6.3% | Reduced |
| Sunbelt Securities, Inc. | 200 | $13.3K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 200 | $13.3K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 200 | $13.3K | 0.00% | +200 | New |
| Carolinas Wealth Consulting LLC | 221 | $14.7K | 0.00% | 00.0% | Unchanged |
| Family Firm, Inc. | 227 | $15.1K | 0.00% | +227 | New |
| Capital Advisors, Ltd. LLC | 235 | $16.0K | 0.00% | −49−17.3% | Reduced |
| Bruce G. Allen Investments, LLC | 262 | $17.4K | 0.01% | −64−19.6% | Reduced |