| Wood Tarver Financial Group, LLC | 1 | $0 | 0.00% | +1 | New |
| Activest Wealth Management | 1 | $139 | 0.00% | +1 | Added |
| Van Hulzen Asset Management, LLC | 1 | $188 | 0.00% | +1 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 1 | $188 | 0.00% | +1 | New |
| Murphy & Mullick Capital Management Corp | 1 | $188 | 0.00% | +1 | New |
| SOA Wealth Advisors, LLC. | 1 | $196 | 0.00% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 2 | $375 | 0.00% | +2 | New |
| Principia Wealth Advisory, LLC | 2 | $375 | 0.00% | +2 | New |
| TFC Financial Management | 2 | $376 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 2 | $376 | 0.00% | +2 | New |
| Winnow Wealth LLC | 3 | $484 | 0.00% | +3 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 3 | $563 | 0.00% | +3 | New |
| Parkworth Wealth Management, Inc. | 3 | $563 | 0.00% | +3 | New |
| Continuum Advisory, LLC | 4 | $750 | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 4 | $750 | 0.00% | +4 | New |
| Global Financial Private Client, LLC | 4 | $750 | 0.00% | +4 | New |
| WealthTrak Capital Management LLC | 4 | $751 | 0.00% | +4 | New |
| Carolinas Wealth Consulting LLC | 5 | $938 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5 | $938 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 5 | $938 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 5 | $938 | 0.00% | +5 | New |
| TD Capital Management LLC | 5 | $946 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 5 | $1.02K | 0.09% | −5,199−99.9% | Reduced |
| Valued Wealth Advisors LLC | 6 | $1.14K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 7 | $1.31K | 0.00% | +7 | New |
| Private Wealth Management Group, LLC | 8 | $1.50K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 8 | $1.50K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 9 | $1.69K | 0.00% | 00.0% | Unchanged |
| Talon Private Wealth, LLC | 9 | $1.69K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 9 | $1.69K | 0.00% | −3−25.0% | Reduced |
| True Wealth Design, LLC | 9 | $1.69K | 0.00% | 00.0% | Unchanged |
| Raelipskie Partnership | 10 | $1.88K | 0.00% | −80−88.9% | Reduced |
| Northwest Capital Management Inc | 10 | $1.88K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 10 | $1.88K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 10 | $1.88K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 10 | $1.88K | 0.00% | +10 | New |
| 10Elms LLP | 10 | $1.93K | 0.00% | +10 | New |
| iA Global Asset Management Inc. | 11 | $2.00K | 0.00% | −7,308−99.8% | Reduced |
| Clark Wealth Partners | 11 | $2.06K | 0.00% | +11 | New |
| Boyd Watterson Asset Management LLC | 12 | $2.25K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 12 | $2.25K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 12 | $2.25K | 0.00% | +12 | New |
| SJS Investment Consulting Inc. | 13 | $2.44K | 0.00% | −7−35.0% | Reduced |
| Asset Planning,Inc | 13 | $2.44K | 0.00% | +13 | New |
| Park Square Financial Group, LLC | 13 | $2.44K | 0.00% | +13 | New |
| Wolff Wiese Magana LLC | 14 | $2.63K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 15 | $2.81K | 0.00% | +15 | New |
| FPC Investment Advisory, Inc. | 14 | $2.85K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 17 | $3.25K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 18 | $3.38K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 19 | $3.56K | 0.00% | −54−74.0% | Reduced |
| Albion Financial Group | 19 | $3.56K | 0.00% | +19 | New |
| Ruedi Wealth Management, Inc. | 20 | $3.75K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 20 | $3.75K | 0.00% | +20 | New |
| North Ridge Wealth Advisors, Inc. | 20 | $3.75K | 0.00% | +20 | New |
| Highline Wealth Partners LLC | 20 | $3.76K | 0.00% | +5+33.3% | Added |
| Raleigh Capital Management Inc. | 21 | $3.94K | 0.00% | −5−19.2% | Reduced |
| Conquis Financial LLC | 22 | $4.13K | 0.00% | +22 | New |
| Bradley & Co. Private Wealth Management, LLC | 23 | $4.32K | 0.00% | +23 | New |
| Copia Wealth Management | 23 | $4.32K | 0.00% | +23 | New |
| Hexagon Capital Partners LLC | 25 | $4.69K | 0.00% | +6+31.6% | Added |
| Retirement Wealth Solutions LLC | 26 | $4.76K | 0.00% | +26 | New |
| Sachetta, LLC | 26 | $4.88K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 27 | $5.07K | 0.00% | +17+170.0% | Added |
| Prestige Wealth Management Group LLC | 27 | $5.07K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 28 | $5.25K | 0.00% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 29 | $5.44K | 0.00% | +29 | New |
| Tortoise Investment Management, LLC | 30 | $5.63K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 30 | $5.63K | 0.00% | +30 | New |
| Sunbelt Securities, Inc. | 32 | $5.90K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 36 | $6.75K | 0.00% | +2+5.9% | Added |
| Dunhill Financial, LLC | 38 | $7.08K | 0.00% | +8+26.7% | Added |
| Midwest Capital Advisors, LLC | 38 | $7.13K | 0.01% | +38 | New |
| Mascoma Wealth Management LLC | 39 | $7.32K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 39 | $7.32K | 0.01% | +39 | New |
| High Note Wealth, LLC | 40 | $7.50K | 0.00% | +40 | New |
| Capital A Wealth Management, LLC | 44 | $8.25K | 0.01% | +44 | New |
| Hollencrest Capital Management | 45 | $8.44K | 0.00% | +25+125.0% | Added |
| Bank of Jackson Hole Trust | 45 | $8.44K | 0.01% | +45 | New |
| Catherine Avery Investment Management LLC | 45 | $8.44K | 0.01% | +45 | New |
| Solstein Capital, LLC | 46 | $8.63K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 47 | $8.76K | 0.00% | −86−64.7% | Reduced |
| Westend Capital Management, LLC | 47 | $8.82K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 47 | $8.91K | 0.00% | +47 | New |
| Friedenthal Financial | 49 | $9.19K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 50 | $9.38K | 0.01% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 47 | $9.55K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 52 | $9.76K | 0.00% | +52 | New |
| Newbridge Financial Services Group, Inc. | 52 | $9.76K | 0.00% | +52 | New |
| Valley National Advisers Inc | 57 | $10.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 52 | $10.2K | 0.00% | +2+4.0% | Added |
| Sandy Spring Bank | 60 | $11.3K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 60 | $11.3K | 0.00% | +18+42.9% | Added |
| Delta Asset Management LLC | 60 | $11.3K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 63 | $11.8K | 0.00% | −63−50.0% | Reduced |
| Princeton Global Asset Management LLC | 64 | $12.0K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 64 | $12.0K | 0.01% | +64 | New |
| Evermay Wealth Management LLC | 65 | $12.2K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 66 | $12.4K | 0.00% | 00.0% | Unchanged |