| Retirement Wealth Solutions LLC | 0 | $365 | 0.00% | 0 | Unchanged |
| Quest 10 Wealth Builders, Inc. | 1 | $432 | 0.00% | +1 | New |
| Strengthening Families & Communities, LLC | 1 | $815 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1 | $815 | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 1 | $815 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 1 | $815 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 1 | $815 | 0.00% | +1 | New |
| Kiker Wealth Management, LLC | 1 | $815 | 0.00% | +1 | New |
| Nova Wealth Management, Inc. | 1 | $815 | 0.00% | +1 | New |
| Marshall & Sterling Wealth Advisors Inc. | 1 | $815 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 1 | $815 | 0.00% | +1 | New |
| Cherry Tree Wealth Management, LLC | 1 | $816 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 1 | $816 | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 1 | $816 | 0.00% | +1 | New |
| Transamerica Financial Advisors, Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| PEAK6 LLC | 2 | $1.50K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 2 | $1.63K | 0.00% | −7−77.8% | Reduced |
| Beaird Harris Wealth Management, LLC | 2 | $1.63K | 0.00% | −5−71.4% | Reduced |
| Sound Income Strategies, LLC | 2 | $1.63K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 2 | $1.63K | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 2 | $1.63K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 2 | $1.63K | 0.00% | +2 | New |
| Bear Mountain Capital, Inc. | 2 | $1.70K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 3 | $1.95K | 0.00% | +1+50.0% | Added |
| Tobam | 2 | $2.00K | 0.00% | −129−98.5% | Reduced |
| TCTC Holdings, LLC | 3 | $2.45K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 3 | $2.45K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 3 | $2.45K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 3 | $2.45K | 0.00% | +1+50.0% | Added |
| Beacon Capital Management, LLC | 3 | $2.45K | 0.00% | +3 | New |
| Trifecta Capital Advisors, LLC | 3 | $2.45K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 3 | $2.45K | 0.00% | +3 | New |
| Rialto Wealth Management, LLC | 3 | $2.45K | 0.00% | +3 | New |
| True Wealth Design, LLC | 3 | $2.53K | 0.00% | +2+200.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 4 | $3.26K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 4 | $3.26K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 4 | $3.26K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 4 | $3.26K | 0.00% | −2−33.3% | Reduced |
| TFC Financial Management | 4 | $3.26K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 4 | $3.30K | 0.00% | −130−97.0% | Reduced |
| Private Wealth Management Group, LLC | 4 | $3.41K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 4 | $3.46K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 5 | $3.99K | 0.00% | +3+150.0% | Added |
| Hanson & Doremus Investment Management | 5 | $4.00K | 0.00% | +1+25.0% | Added |
| Crewe Advisors LLC | 5 | $4.08K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 5 | $4.08K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 5 | $4.08K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 5 | $4.08K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 5 | $4.08K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 5 | $4.08K | 0.00% | +5 | New |
| Medallion Wealth Advisors, LLC | 5 | $4.08K | 0.00% | +5 | New |
| Hexagon Capital Partners LLC | 6 | $4.89K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 6 | $4.89K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 6 | $4.89K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 6 | $4.89K | 0.00% | +1+20.0% | Added |
| UMA Financial Services, Inc. | 6 | $4.89K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 6 | $4.90K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 7 | $5.71K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 7 | $5.71K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 8 | $6.52K | 0.00% | −1−11.1% | Reduced |
| Global Financial Private Client, LLC | 8 | $6.52K | 0.00% | 00.0% | Unchanged |
| Atala Financial Inc | 8 | $6.52K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 8 | $6.52K | 0.01% | +8 | New |
| Ogorek Anthony Joseph | 9 | $7.00K | 0.00% | +9 | New |
| DAGCO, Inc. | 9 | $7.34K | 0.00% | +9 | New |
| Godsey & Gibb Associates | 9 | $7.34K | 0.00% | +9 | New |
| Abound Wealth Management | 9 | $7.36K | 0.00% | −4−30.8% | Reduced |
| Archer Investment Corp | 10 | $8.15K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $8.15K | 0.01% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 10 | $8.15K | 0.01% | +10 | New |
| Bogart Wealth, LLC | 11 | $8.97K | 0.00% | −2−15.4% | Reduced |
| WPG Advisers, LLC | 11 | $8.97K | 0.01% | +1+10.0% | Added |
| Westside Investment Management, Inc. | 11 | $8.99K | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 12 | $9.78K | 0.00% | −7,032−99.8% | Reduced |
| Raffa Wealth Management, LLC | 12 | $9.78K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 12 | $9.78K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 12 | $9.78K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 12 | $9.78K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 12 | $9.78K | 0.00% | +1+9.1% | Added |
| Sachetta, LLC | 12 | $9.79K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 13 | $10.3K | 0.01% | 00.0% | Unchanged |
| Rogco, LP | 13 | $10.6K | 0.00% | −2−13.3% | Reduced |
| High Note Wealth, LLC | 13 | $10.6K | 0.00% | +1+8.3% | Added |
| Atwood & Palmer Inc | 13 | $10.6K | 0.00% | +10+333.3% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 13 | $10.6K | 0.01% | +13 | New |
| Avion Wealth | 12 | $11.0K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 14 | $11.4K | 0.02% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 14 | $11.4K | 0.00% | +4+40.0% | Added |
| Addison Advisors LLC | 14 | $11.4K | 0.00% | +5+55.6% | Added |
| First Pacific Financial | 14 | $11.7K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 15 | $12.2K | 0.00% | +15 | New |
| ZRC Wealth Management, LLC | 15 | $12.2K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 16 | $12.7K | 0.01% | +1+6.7% | Added |
| Whipplewood Advisors, LLC | 41 | $13.0K | 0.01% | +23+127.8% | Added |
| Moisand Fitzgerald Tamayo, LLC | 16 | $13.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 16 | $13.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 18 | $14.7K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 19 | $15.3K | 0.01% | 00.0% | Unchanged |
| Mechanics Financial Corp | 20 | $16.3K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 20 | $16.3K | 0.00% | +2+11.1% | Added |