| PrairieView Partners, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| WestEnd Advisors, LLC | 3 | $333 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 5 | $555 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 5 | $555 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 5 | $555 | 0.00% | +1+25.0% | Added |
| Beacon Capital Management, LLC | 6 | $666 | 0.00% | −8−57.1% | Reduced |
| True Wealth Design, LLC | 7 | $778 | 0.00% | +2+40.0% | Added |
| Quent Capital, LLC | 8 | $894 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Valued Wealth Advisors LLC | 9 | $1.01K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 10 | $1.11K | 0.00% | +2+25.0% | Added |
| Creekmur Asset Management LLC | 12 | $1.33K | 0.00% | −472−97.5% | Reduced |
| JNBA Financial Advisors | 12 | $1.33K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 12 | $1.33K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 13 | $1.44K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 14 | $1.55K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 14 | $1.55K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 18 | $2.00K | 0.00% | +18 | New |
| Penserra Capital Management LLC | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 18 | $2.05K | 0.00% | +4+28.6% | Added |
| Ashton Thomas Private Wealth, LLC | 21 | $2.33K | 0.00% | +21 | New |
| Cornerstone Planning Group LLC | 23 | $2.73K | 0.00% | +3+15.0% | Added |
| Hollencrest Capital Management | 25 | $2.77K | 0.00% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 25 | $2.77K | 0.00% | +25 | New |
| Prestige Wealth Management Group LLC | 25 | $2.80K | 0.00% | −17−40.5% | Reduced |
| Anfield Capital Management, LLC | 27 | $3.00K | 0.00% | +27 | New |
| Capital Advisors, Ltd. LLC | 25 | $3.00K | 0.00% | −2−7.4% | Reduced |
| Versant Capital Management, Inc | 30 | $3.33K | 0.00% | −415−93.3% | Reduced |
| Hallmark Capital Management Inc | 30 | $3.33K | 0.00% | +30 | New |
| Ruedi Wealth Management, Inc. | 31 | $3.44K | 0.00% | +5+19.2% | Added |
| Eagle Bay Advisors LLC | 31 | $3.47K | 0.00% | +10+47.6% | Added |
| Financial Network Wealth Advisors LLC | 30 | $3.50K | 0.00% | +30 | New |
| Whittier Trust Co of Nevada Inc | 33 | $3.66K | 0.00% | −75−69.4% | Reduced |
| Raffa Wealth Management, LLC | 33 | $3.66K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 35 | $3.88K | 0.00% | +10+40.0% | Added |
| Financial Management Professionals, Inc. | 33 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 37 | $4.11K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 37 | $4.11K | 0.00% | +24+184.6% | Added |
| 1620 Investment Advisors, Inc. | 38 | $4.22K | 0.00% | +38 | New |
| TFC Financial Management | 38 | $4.22K | 0.00% | −1−2.6% | Reduced |
| Colonial Trust Co | 40 | $4.50K | 0.00% | +2+5.3% | Added |
| Harbor Investment Advisory, LLC | 41 | $4.55K | 0.00% | −16−28.1% | Reduced |
| Sachetta, LLC | 39 | $4.71K | 0.00% | +27+225.0% | Added |
| Institutional & Family Asset Management, LLC | 46 | $5.11K | 0.00% | −49−51.6% | Reduced |
| Albion Financial Group | 47 | $5.22K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 47 | $5.22K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 50 | $5.55K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 50 | $5.55K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 51 | $5.66K | 0.00% | +51 | New |
| Valley National Advisers Inc | 59 | $6.00K | 0.00% | −5−7.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 55 | $6.11K | 0.00% | +55 | New |
| Triad Wealth Partners, LLC | 55 | $6.11K | 0.00% | +55 | New |
| JJJ Advisors Inc. | 59 | $6.55K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 60 | $6.66K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 62 | $6.88K | 0.01% | +1+1.6% | Added |
| Legend Financial Advisors, Inc. | 65 | $7.22K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 66 | $7.33K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 70 | $7.75K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 70 | $8.00K | 0.00% | −25−26.3% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 77 | $8.55K | 0.00% | +77 | New |
| West Paces Advisors Inc. | 80 | $8.88K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 83 | $9.00K | 0.00% | −186−69.1% | Reduced |
| Opal Wealth Advisors, LLC | 93 | $10.3K | 0.00% | +93 | New |
| Motco | 95 | $10.5K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 96 | $10.8K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 100 | $11.1K | 0.00% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 100 | $11.1K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 100 | $11.1K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 100 | $11.1K | 0.01% | 00.0% | Unchanged |
| Pingora Partners LLC | 100 | $11.1K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 100 | $11.1K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 100 | $11.1K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 101 | $11.2K | 0.00% | +1+1.0% | Added |
| CGC Financial Services, LLC | 101 | $11.2K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 109 | $12.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 112 | $12.5K | 0.00% | +102+1,020.0% | Added |
| RFP Financial Group LLC | 115 | $12.8K | 0.00% | −5−4.2% | Reduced |
| West Oak Capital, LLC | 115 | $12.8K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 117 | $13.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 118 | $13.0K | 0.00% | +8+7.3% | Added |
| Breakwater Investment Management | 128 | $14.2K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 124 | $14.9K | 0.00% | +124 | New |
| DT Investment Partners, LLC | 138 | $15.3K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 140 | $15.5K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 144 | $16.0K | 0.00% | +4+2.9% | Added |
| Covestor Ltd | 146 | $16.0K | 0.01% | −1−0.7% | Reduced |
| ICA Group Wealth Management, LLC | 150 | $16.7K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 150 | $16.7K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 157 | $17.4K | 0.00% | −4−2.5% | Reduced |
| Fortitude Family Office, LLC | 158 | $17.5K | 0.01% | +33+26.4% | Added |
| MB, Levis & Associates, LLC | 164 | $18.2K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 169 | $18.8K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 175 | $19.0K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 177 | $19.6K | 0.00% | +167+1,670.0% | Added |
| Centerpoint Advisors, LLC | 180 | $20.0K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 187 | $20.8K | 0.01% | +187 | New |
| Horizon Bancorp Inc | 197 | $22.0K | 0.01% | −150−43.2% | Reduced |