| Householder Group Estate & Retirement Specialist, LLC | 6 | $0 | 0.00% | −2,653−99.8% | Reduced |
| Truvestments Capital LLC | 0 | $29 | 0.00% | 0 | Unchanged |
| Highline Wealth Partners LLC | 2 | $153 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 3 | $220 | 0.00% | +1+50.0% | Added |
| Aspect Partners, LLC | 3 | $227 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $227 | 0.00% | +1+50.0% | Added |
| Albion Financial Group | 3 | $228 | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 4 | $303 | 0.00% | +4 | New |
| NBC Securities, Inc. | 4 | $317 | 0.03% | −2,054−99.8% | Reduced |
| Winnow Wealth LLC | 5 | $353 | 0.00% | +5 | New |
| Tacita Capital Inc | 5 | $379 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5 | $380 | 0.00% | −2−28.6% | Reduced |
| BOK Financial Private Wealth, Inc. | 5 | $380 | 0.00% | +5 | New |
| WealthTrak Capital Management LLC | 5 | $380 | 0.00% | +5 | New |
| TFC Financial Management | 6 | $455 | 0.00% | −2−25.0% | Reduced |
| POM Investment Strategies, LLC | 6 | $455 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 6 | $455 | 0.00% | +6 | New |
| New Millennium Group LLC | 6 | $455 | 0.00% | +6 | New |
| Principia Wealth Advisory, LLC | 6 | $455 | 0.00% | +6 | New |
| Riverview Trust Co | 7 | $531 | 0.00% | −202−96.7% | Reduced |
| Cherry Tree Wealth Management, LLC | 7 | $531 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 8 | $607 | 0.00% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 8 | $607 | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 9 | $682 | 0.00% | −16−64.0% | Reduced |
| Legacy Investment Solutions, LLC | 10 | $725 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 10 | $725 | 0.00% | 00.0% | Unchanged |
| Menard Financial Group LLC | 10 | $758 | 0.00% | +10 | New |
| Trifecta Capital Advisors, LLC | 10 | $759 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 11 | $836 | 0.00% | −35−76.1% | Reduced |
| MB, Levis & Associates, LLC | 12 | $910 | 0.00% | −20−62.5% | Reduced |
| Carolinas Wealth Consulting LLC | 13 | $986 | 0.00% | +5+62.5% | Added |
| Cassady Schiller Wealth Management, LLC | 13 | $986 | 0.00% | +13 | New |
| Capital Advisors, Ltd. LLC | 7 | $1.00K | 0.00% | −59−89.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 5 | $1.00K | 0.00% | −1−16.7% | Reduced |
| Valley National Advisers Inc | 16 | $1.00K | 0.00% | +16 | New |
| Wood Tarver Financial Group, LLC | 16 | $1.00K | 0.00% | +16 | New |
| Darwin Advisors, LLC | 13 | $1.01K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 14 | $1.06K | 0.00% | −125−89.9% | Reduced |
| Graney & King, LLC | 14 | $1.06K | 0.00% | +14 | New |
| MCF Advisors LLC | 15 | $1.14K | 0.00% | +10+200.0% | Added |
| Northwest Capital Management Inc | 16 | $1.21K | 0.00% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 16 | $1.21K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 17 | $1.29K | 0.00% | −5−22.7% | Reduced |
| Country Trust Bank | 20 | $1.52K | 0.00% | −80−80.0% | Reduced |
| Medallion Wealth Advisors, LLC | 20 | $1.55K | 0.00% | +20 | New |
| Financial Management Professionals, Inc. | 21 | $1.59K | 0.00% | −9−30.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 21 | $1.59K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 21 | $1.59K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 22 | $1.67K | 0.00% | −1,074−98.0% | Reduced |
| Core Alternative Capital | 22 | $1.68K | 0.00% | −37,987−99.9% | Reduced |
| Abound Wealth Management | 24 | $1.82K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 25 | $1.90K | 0.00% | −3−10.7% | Reduced |
| Barrett & Company, Inc. | 25 | $1.90K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 25 | $1.90K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 32 | $2.00K | 0.00% | +18+128.6% | Added |
| CBIZ Investment Advisory Services, LLC | 27 | $2.05K | 0.00% | +27 | New |
| Burkett Financial Services, LLC | 27 | $2.08K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 28 | $2.12K | 0.00% | +5+21.7% | Added |
| Bradley & Co. Private Wealth Management, LLC | 30 | $2.27K | 0.00% | +30 | New |
| PayPay Securities Corp | 34 | $2.58K | 0.11% | +34 | New |
| Duncker Streett & Co Inc | 35 | $2.65K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 36 | $2.73K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 36 | $2.73K | 0.00% | +13+56.5% | Added |
| Motco | 37 | $2.81K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 37 | $2.81K | 0.00% | +9+32.1% | Added |
| Cullen/Frost Bankers, Inc. | 38 | $2.90K | 0.00% | −1,631−97.7% | Reduced |
| Asset Dedication, LLC | 40 | $3.03K | 0.00% | −9−18.4% | Reduced |
| Pflug Koory, LLC | 42 | $3.18K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 43 | $3.26K | 0.00% | −2−4.4% | Reduced |
| Webster Bank, N. A. | 43 | $3.26K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 45 | $3.41K | 0.00% | −7−13.5% | Reduced |
| FSA Wealth Management LLC | 45 | $3.41K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 47 | $3.56K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 50 | $3.79K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 50 | $3.79K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 50 | $3.79K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 50 | $3.79K | 0.00% | +37+284.6% | Added |
| Operose Advisors LLC | 50 | $3.79K | 0.00% | +50 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 51 | $3.87K | 0.00% | 00.0% | Unchanged |
| Promus Capital, LLC | 53 | $4.02K | 0.00% | +53 | New |
| Sugar Maple Asset Management, LLC | 59 | $4.47K | 0.00% | +59 | New |
| Kayne Anderson Rudnick Investment Management LLC | 60 | $4.55K | 0.00% | −159−72.6% | Reduced |
| Heritage Wealth Advisors | 62 | $4.67K | 0.00% | +5+8.8% | Added |
| McIlrath & Eck, LLC | 63 | $4.78K | 0.00% | −75−54.3% | Reduced |
| BankPlus Trust Department | 63 | $4.78K | 0.00% | +63 | New |
| Frazier Financial Advisors, LLC | 65 | $4.92K | 0.00% | −116−64.1% | Reduced |
| Pin Oak Investment Advisors Inc | 65 | $5.00K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 67 | $5.08K | 0.00% | +67 | New |
| SWAN Capital LLC | 68 | $5.16K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 70 | $5.31K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 70 | $5.31K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 70 | $5.31K | 0.00% | +65+1,300.0% | Added |
| Caitong International Asset Management Co., Ltd | 70 | $5.31K | 0.01% | +70 | New |
| Marshall & Sterling Wealth Advisors Inc. | 72 | $5.46K | 0.00% | +72 | New |
| Financial Perspectives, Inc | 77 | $5.84K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 78 | $5.91K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 79 | $5.99K | 0.00% | −3−3.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 80 | $6.07K | 0.00% | −8−9.1% | Reduced |
| WealthCollab, LLC | 80 | $6.07K | 0.00% | +80 | New |
| Stephens Consulting, LLC | 81 | $6.12K | 0.00% | +1+1.3% | Added |
