| Transamerica Financial Advisors, Inc. | 1 | $198 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 0 | $358 | 0.00% | 0 | Unchanged |
| Quest 10 Wealth Builders, Inc. | 1 | $422 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 1 | $795 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1 | $795 | 0.00% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 1 | $795 | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 1 | $795 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1 | $795 | 0.00% | +1 | New |
| Signature Resources Capital Management, LLC | 1 | $795 | 0.00% | +1 | New |
| LGT Financial Advisors LLC | 1 | $795 | 0.00% | +1 | New |
| Riggs Asset Managment Co. Inc. | 1 | $796 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 1 | $796 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 1 | $796 | 0.00% | +1 | New |
| Hanson & Doremus Investment Management | 1 | $1.00K | 0.00% | −4−80.0% | Reduced |
| Bear Mountain Capital, Inc. | 2 | $1.56K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 2 | $1.59K | 0.00% | −1−33.3% | Reduced |
| Core Alternative Capital | 2 | $1.59K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 2 | $1.59K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 2 | $1.59K | 0.00% | +2 | New |
| Stephens Consulting, LLC | 2 | $1.59K | 0.00% | +2 | New |
| Parkworth Wealth Management, Inc. | 2 | $1.59K | 0.00% | +2 | New |
| Highline Wealth Partners LLC | 2 | $1.61K | 0.00% | −4−66.7% | Reduced |
| Hughes Financial Services, LLC | 3 | $2.32K | 0.00% | −2−40.0% | Reduced |
| Kessler Investment Group, LLC | 3 | $2.39K | 0.00% | −9−75.0% | Reduced |
| TCTC Holdings, LLC | 3 | $2.39K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 3 | $2.39K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 3 | $2.39K | 0.00% | +1+50.0% | Added |
| Quintet Private Bank (Europe) S.A. | 3 | $2.39K | 0.00% | +3 | New |
| Total Investment Management Inc | 3 | $2.40K | 0.00% | +3 | New |
| Plato Investment Management Ltd | 4 | $3.17K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 4 | $3.18K | 0.00% | +4 | New |
| Clark Wealth Partners | 4 | $3.18K | 0.00% | −1−20.0% | Reduced |
| TFC Financial Management | 4 | $3.18K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 4 | $3.18K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 4 | $3.18K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 4 | $3.18K | 0.00% | +1+33.3% | Added |
| Barnes Dennig Private Wealth Management LLC | 4 | $3.18K | 0.00% | +2+100.0% | Added |
| Tortoise Investment Management, LLC | 4 | $3.18K | 0.00% | +4 | New |
| Creekmur Asset Management LLC | 4 | $3.31K | 0.00% | +4 | New |
| Private Wealth Management Group, LLC | 4 | $3.34K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 4 | $3.39K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 5 | $3.98K | 0.00% | −84−94.4% | Reduced |
| Medallion Wealth Advisors, LLC | 5 | $3.98K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 5 | $3.98K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 5 | $3.98K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 5 | $3.98K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 5 | $3.98K | 0.00% | +5 | New |
| IMG Wealth Management, Inc. | 5 | $3.98K | 0.00% | +5 | New |
| Avalon Trust Co | 5 | $3.98K | 0.00% | −170−97.1% | Reduced |
| Crewe Advisors LLC | 5 | $3.98K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 5 | $3.98K | 0.00% | +5 | New |
| Ameriflex Group, Inc. | 6 | $4.47K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 6 | $4.85K | 0.00% | +3+100.0% | Added |
| Wealth Preservation Advisors, LLC | 7 | $5.57K | 0.00% | −3−30.0% | Reduced |
| Clean Yield Group | 7 | $5.57K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 7 | $5.57K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 7 | $5.57K | 0.00% | +3+75.0% | Added |
| Aspect Partners, LLC | 8 | $6.36K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 8 | $6.36K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 8 | $6.36K | 0.00% | +8 | New |
| DAGCO, Inc. | 9 | $7.16K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 9 | $7.16K | 0.00% | +8+800.0% | Added |
| Sachetta, LLC | 9 | $7.16K | 0.00% | −3−25.0% | Reduced |
| UMA Financial Services, Inc. | 9 | $7.16K | 0.00% | +3+50.0% | Added |
| Atlantic Trust, LLC | 9 | $7.16K | 0.00% | +9 | New |
| Salem Investment Counselors Inc | 10 | $7.96K | 0.00% | −4−28.6% | Reduced |
| Archer Investment Corp | 10 | $7.96K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $7.96K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 11 | $8.75K | 0.00% | −1−8.3% | Reduced |
| GoalVest Advisory LLC | 11 | $8.75K | 0.00% | −1−8.3% | Reduced |
| Bogart Wealth, LLC | 11 | $8.75K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 11 | $8.78K | 0.00% | +2+22.2% | Added |
| Addison Advisors LLC | 12 | $9.55K | 0.00% | −2−14.3% | Reduced |
| High Note Wealth, LLC | 12 | $9.55K | 0.00% | −1−7.7% | Reduced |
| Mascoma Wealth Management LLC | 12 | $9.55K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 12 | $9.55K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 12 | $9.55K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 13 | $10.1K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 13 | $10.3K | 0.00% | −3−18.8% | Reduced |
| Rogco, LP | 13 | $10.3K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 13 | $10.3K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 13 | $10.3K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 13 | $10.3K | 0.00% | +13 | New |
| Ogorek Anthony Joseph | 15 | $11.0K | 0.00% | +6+66.7% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 14 | $11.1K | 0.02% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 14 | $11.1K | 0.00% | +14 | New |
| First Pacific Financial | 14 | $11.4K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 15 | $11.5K | 0.01% | +14+1,400.0% | Added |
| Pinnacle Bancorp, Inc. | 15 | $11.9K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 15 | $11.9K | 0.01% | +15 | New |
| ZRC Wealth Management, LLC | 15 | $11.9K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 16 | $12.4K | 0.01% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 16 | $12.7K | 0.01% | −25−61.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 16 | $12.7K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 17 | $13.5K | 0.00% | +14+466.7% | Added |
| AdvisorNet Financial, Inc | 18 | $14.3K | 0.00% | −14−43.8% | Reduced |
| Avion Wealth | 20 | $15.0K | 0.00% | +8+66.7% | Added |
| FSA Wealth Management LLC | 19 | $15.0K | 0.01% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 19 | $15.1K | 0.01% | −18−48.6% | Reduced |
| Mechanics Financial Corp | 20 | $15.9K | 0.01% | 00.0% | Unchanged |