| Dogwood Wealth Management LLC | 0 | $6 | 0.00% | 0 | New |
| Bourgeon Capital Management LLC | 1 | $48 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 1 | $48 | 0.00% | +1 | New |
| Atlas Capital Advisors LLC | 5 | $239 | 0.00% | −16−76.2% | Reduced |
| Caitlin John, LLC | 10 | $479 | 0.00% | +10 | New |
| Tfo-TDC, LLC | 11 | $527 | 0.00% | −10−47.6% | Reduced |
| Mascoma Wealth Management LLC | 11 | $527 | 0.00% | +11 | New |
| Macroview Investment Management LLC | 11 | $528 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 12 | $575 | 0.00% | +12 | New |
| True Wealth Design, LLC | 12 | $576 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 14 | $671 | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 14 | $671 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 14 | $671 | 0.00% | +7+100.0% | Added |
| ORG Partners LLC | 14 | $696 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 15 | $719 | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 15 | $719 | 0.00% | +15 | New |
| Kozak & Associates, Inc. | 16 | $725 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 18 | $865 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 18 | $866 | 0.00% | +18 | New |
| Financial Management Professionals, Inc. | 25 | $1.00K | 0.00% | −47−65.3% | Reduced |
| Bellevue Asset Management, LLC | 25 | $1.20K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 25 | $1.20K | 0.00% | +25 | New |
| Winch Advisory Services, LLC | 25 | $1.22K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 27 | $1.29K | 0.00% | +27 | New |
| Halpern Financial, Inc. | 28 | $1.35K | 0.00% | +28 | New |
| Global Financial Private Client, LLC | 33 | $1.58K | 0.00% | −2,484−98.7% | Reduced |
| Truvestments Capital LLC | 33 | $1.58K | 0.00% | −120−78.4% | Reduced |
| Guardian Wealth Management, Inc. | 33 | $1.58K | 0.00% | +33 | New |
| Wolff Wiese Magana LLC | 34 | $1.63K | 0.00% | +10+41.7% | Added |
| DecisionPoint Financial, LLC | 36 | $1.71K | 0.00% | +36 | New |
| VisionPoint Advisory Group, LLC | 36 | $1.73K | 0.00% | +26+260.0% | Added |
| Planning Capital Management Corp | 36 | $1.73K | 0.00% | +36 | New |
| Valued Wealth Advisors LLC | 35 | $1.81K | 0.00% | +35 | New |
| Main Street Group, LTD | 38 | $1.86K | 0.00% | +38 | New |
| Paladin Advisory Group, LLC | 41 | $1.97K | 0.00% | −71−63.4% | Reduced |
| Resources Management Corp | 42 | $2.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 37 | $2.00K | 0.00% | +37 | New |
| Financial Freedom, LLC | 42 | $2.01K | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 42 | $2.01K | 0.00% | +42 | New |
| Gold Investment Management Ltd. | 42 | $2.01K | 0.00% | +42 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 42 | $2.02K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 43 | $2.06K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 44 | $2.11K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 44 | $2.12K | 0.00% | +44 | New |
| Arlington Trust Co LLC | 45 | $2.16K | 0.00% | +45 | New |
| Hollencrest Capital Management | 53 | $2.54K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 54 | $2.59K | 0.00% | 00.0% | Unchanged |
| LM Advisors LLC | 54 | $2.59K | 0.00% | +54 | New |
| Moisand Fitzgerald Tamayo, LLC | 58 | $2.78K | 0.00% | −468−89.0% | Reduced |
| EdgeRock Capital LLC | 55 | $2.92K | 0.00% | +55 | New |
| Long Island Wealth Management, Inc. | 54 | $3.00K | 0.00% | +54 | New |
| Tompkins Financial Corp | 63 | $3.02K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 63 | $3.04K | 0.01% | +63 | New |
| Provenance Wealth Advisors, LLC | 64 | $3.07K | 0.00% | +50+357.1% | Added |
| Investment Research & Advisory Group, Inc. | 66 | $3.16K | 0.00% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 66 | $3.16K | 0.00% | +66 | New |
| Red Tortoise LLC | 68 | $3.26K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 70 | $3.35K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 70 | $3.35K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 75 | $3.60K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 82 | $3.93K | 0.00% | +82 | New |
| Householder Group Estate & Retirement Specialist, LLC | 84 | $4.00K | 0.00% | −311−78.7% | Reduced |
| Archer Investment Corp | 84 | $4.03K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 85 | $4.07K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 85 | $4.07K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 88 | $4.22K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 88 | $4.24K | 0.00% | −37−29.6% | Reduced |
| 1832 Asset Management L.P. | 93 | $4.46K | 0.00% | −30,599−99.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 94 | $4.50K | 0.00% | +94 | New |
| Raleigh Capital Management Inc. | 98 | $4.70K | 0.00% | +65+197.0% | Added |
| Pacific Capital Wealth Advisors, Inc | 100 | $4.79K | 0.00% | +100 | New |
| Grove Bank & Trust | 106 | $5.08K | 0.00% | −43−28.9% | Reduced |
| Sachetta, LLC | 109 | $5.22K | 0.00% | +109 | New |
| Kayne Anderson Rudnick Investment Management LLC | 111 | $5.35K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 115 | $5.51K | 0.00% | −40−25.8% | Reduced |
| Aspect Partners, LLC | 117 | $5.61K | 0.00% | +117 | New |
| Retirement Group, LLC | 119 | $5.70K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 121 | $5.80K | 0.00% | +79+188.1% | Added |
| Stephenson National Bank & Trust | 122 | $5.85K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 123 | $5.91K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 125 | $5.99K | 0.00% | −161−56.3% | Reduced |
| PSI Advisors, LLC | 127 | $6.05K | 0.00% | +1+0.8% | Added |
| HighMark Wealth Management LLC | 130 | $6.25K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 133 | $6.37K | 0.00% | 00.0% | Unchanged |
| Livelsberger Financial Advisory | 135 | $6.47K | 0.01% | +135 | New |
| Pacific Center for Financial Services | 136 | $6.52K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 142 | $6.80K | 0.01% | +142 | New |
| Dynamic Wealth Strategies, LLC | 142 | $6.80K | 0.01% | +142 | New |
| Spectrum Wealth Counsel, LLC | 143 | $6.86K | 0.00% | +143 | New |
| McClarren Financial Advisors, Inc. | 154 | $7.00K | 0.01% | −19−11.0% | Reduced |
| Riggs Asset Managment Co. Inc. | 150 | $7.19K | 0.00% | −150−50.0% | Reduced |
| SOA Wealth Advisors, LLC. | 153 | $7.32K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 157 | $7.52K | 0.00% | +157 | New |
| Vermillion & White Wealth Management Group, LLC | 159 | $7.61K | 0.01% | +159 | New |
| American Capital Advisory, LLC | 162 | $7.76K | 0.01% | +162 | New |
| JNBA Financial Advisors | 163 | $7.81K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 166 | $7.96K | 0.00% | −389−70.1% | Reduced |
| Providence Capital Advisors, LLC | 166 | $7.96K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 167 | $7.98K | 0.01% | −166−49.8% | Reduced |