| Briaud Financial Planning, Inc | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Ball & Co Wealth Management Inc. | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Safe Harbor Fiduciary, LLC | 1 | $1 | 0.00% | −199−99.5% | Reduced |
| MorganRosel Wealth Management, LLC | 0 | $30 | 0.00% | −133−100.0% | Reduced |
| Pineridge Advisors LLC | 3 | $206 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 5 | $343 | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 5 | $343 | 0.00% | +5 | New |
| Dogwood Wealth Management LLC | 5 | $372 | 0.00% | −16−76.2% | Reduced |
| Strategic Wealth Designers | 6 | $412 | 0.00% | +6 | New |
| Activest Wealth Management | 9 | $617 | 0.00% | −51−85.0% | Reduced |
| Financial Management Professionals, Inc. | 13 | $892 | 0.00% | −26−66.7% | Reduced |
| Trifecta Capital Advisors, LLC | 13 | $892 | 0.00% | +13 | New |
| Fairscale Capital, LLC | 13 | $935 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 14 | $960 | 0.00% | +2+16.7% | Added |
| HFM Investment Advisors, LLC | 14 | $960 | 0.00% | +8+133.3% | Added |
| Principia Wealth Advisory, LLC | 17 | $1.17K | 0.00% | −6−26.1% | Reduced |
| Perkins Coie Trust Co | 18 | $1.23K | 0.00% | −3−14.3% | Reduced |
| Kozak & Associates, Inc. | 17 | $1.28K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 19 | $1.30K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 20 | $1.37K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 20 | $1.37K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 20 | $1.37K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 23 | $1.58K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 24 | $1.65K | 0.00% | +24 | New |
| MPWM Advisory Solutions, LLC | 24 | $1.65K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 25 | $1.71K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 25 | $1.72K | 0.00% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 25 | $1.72K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 25 | $1.72K | 0.00% | +12+92.3% | Added |
| Evergreen Private Wealth LLC | 25 | $1.72K | 0.00% | +25 | New |
| BankPlus Trust Department | 29 | $1.99K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 32 | $2.00K | 0.00% | +32 | New |
| Rogco, LP | 32 | $2.19K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 39 | $2.71K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 41 | $2.85K | 0.00% | −34−45.3% | Reduced |
| Family Legacy Financial Solutions, LLC | 42 | $2.88K | 0.00% | +42 | New |
| Financial Freedom, LLC | 42 | $2.88K | 0.00% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 42 | $2.88K | 0.00% | +42 | New |
| Hallmark Capital Management Inc | 43 | $2.95K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 47 | $3.00K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 46 | $3.16K | 0.00% | +1+2.2% | Added |
| Burkett Financial Services, LLC | 47 | $3.22K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 49 | $3.37K | 0.00% | −32−39.5% | Reduced |
| Maseco LLP | 49 | $3.38K | 0.00% | +49 | New |
| Kessler Investment Group, LLC | 50 | $3.43K | 0.00% | −151−75.1% | Reduced |
| BFSG, LLC | 50 | $3.44K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 51 | $3.50K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 58 | $3.98K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 61 | $4.18K | 0.00% | +19+45.2% | Added |
| Pflug Koory, LLC | 64 | $4.39K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 65 | $4.46K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 65 | $4.46K | 0.00% | +50+333.3% | Added |
| Kilter Group LLC | 65 | $4.46K | 0.00% | +65 | New |
| Atlantic Trust, LLC | 66 | $4.55K | 0.00% | +26+65.0% | Added |
| Pacific Center for Financial Services | 68 | $4.67K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 71 | $4.87K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 71 | $4.87K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 72 | $4.94K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 74 | $5.08K | 0.01% | −2,671−97.3% | Reduced |
| Redmont Wealth Advisors LLC | 75 | $5.14K | 0.01% | +75 | New |
| 1 North Wealth Services LLC | 78 | $5.35K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 79 | $5.44K | 0.00% | +26+49.1% | Added |
| Scarborough Advisors, LLC | 81 | $5.58K | 0.00% | +81 | New |
| Islay Capital Management, LLC | 85 | $5.83K | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 85 | $5.99K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 85 | $6.00K | 0.00% | −73−46.2% | Reduced |
| LGT Financial Advisors LLC | 88 | $6.00K | 0.02% | +88 | New |
| Howard Hughes Medical Institute | 90 | $6.17K | 0.00% | +90 | New |
| Investment Research & Advisory Group, Inc. | 93 | $6.38K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 94 | $6.45K | 0.00% | +22+30.6% | Added |
| Tompkins Financial Corp | 96 | $6.58K | 0.00% | −42−30.4% | Reduced |
| UMA Financial Services, Inc. | 96 | $6.58K | 0.00% | +33+52.4% | Added |
| Rossby Financial, LCC | 99 | $6.79K | 0.00% | +33+50.0% | Added |
| IMG Wealth Management, Inc. | 99 | $6.79K | 0.01% | +99 | New |
| Syntax Research, Inc. | 100 | $6.86K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 100 | $6.86K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 103 | $7.07K | 0.01% | 00.0% | Unchanged |
| Graney & King, LLC | 103 | $7.07K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 104 | $7.13K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 104 | $7.13K | 0.00% | +104 | New |
| Vermillion & White Wealth Management Group, LLC | 105 | $7.20K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 106 | $7.27K | 0.00% | +14+15.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 107 | $7.34K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 113 | $7.75K | 0.00% | −46−28.9% | Reduced |
| Bell Investment Advisors, Inc | 113 | $7.75K | 0.00% | +1+0.9% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 116 | $8.00K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 111 | $8.10K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 120 | $8.20K | 0.00% | +100+500.0% | Added |
| West Branch Capital LLC | 120 | $8.23K | 0.00% | −61−33.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 123 | $8.43K | 0.00% | +66+115.8% | Added |
| Rialto Wealth Management, LLC | 124 | $8.51K | 0.00% | +11+9.7% | Added |
| Fourth Dimension Wealth, LLC | 125 | $8.57K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 126 | $8.64K | 0.00% | −131−51.0% | Reduced |
| CBIZ Investment Advisory Services, LLC | 129 | $8.85K | 0.00% | +20+18.3% | Added |
| Wolff Wiese Magana LLC | 129 | $8.87K | 0.01% | +56+76.7% | Added |
| Cornerstone Planning Group LLC | 122 | $8.88K | 0.00% | −163−57.2% | Reduced |
| American National Bank | 132 | $9.05K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 133 | $9.12K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 134 | $9.19K | 0.00% | −307−69.6% | Reduced |