| Dogwood Wealth Management LLC | 0 | $12 | 0.00% | 0 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 1 | $260 | 0.00% | +1 | New |
| Provence Wealth Management Group | 2 | $519 | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 2 | $519 | 0.00% | +2 | New |
| PEAK6 Investments LLC | 2 | $626 | 0.00% | +2 | New |
| Valued Wealth Advisors LLC | 3 | $682 | 0.00% | +3 | New |
| Sofos Investments, Inc. | 3 | $896 | 0.00% | −4−57.1% | Reduced |
| McClarren Financial Advisors, Inc. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 6 | $1.56K | 0.00% | −171−96.6% | Reduced |
| Hollencrest Capital Management | 6 | $1.56K | 0.00% | +6 | New |
| West Tower Group, LLC | 6 | $1.56K | 0.00% | +6 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $1.56K | 0.00% | +6 | New |
| WealthCollab, LLC | 6 | $1.56K | 0.00% | +6 | New |
| Highline Wealth Partners LLC | 6 | $1.56K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 7 | $1.82K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 9 | $1.99K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 8 | $2.08K | 0.00% | +8 | New |
| LM Advisors LLC | 9 | $2.34K | 0.00% | +9 | New |
| NewSquare Capital LLC | 10 | $2.60K | 0.00% | −8−44.4% | Reduced |
| Tortoise Investment Management, LLC | 10 | $2.60K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 10 | $2.60K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 10 | $2.60K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 10 | $2.60K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 10 | $2.60K | 0.00% | +10 | New |
| Banque Cantonale Vaudoise | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 12 | $3.12K | 0.00% | −13,513−99.9% | Reduced |
| Provenance Wealth Advisors, LLC | 12 | $3.12K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 12 | $3.13K | 0.00% | +12 | New |
| First Community Trust NA | 13 | $3.38K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 13 | $3.39K | 0.00% | −120−90.2% | Reduced |
| Longfellow Investment Management Co LLC | 14 | $3.63K | 0.00% | −2,403−99.4% | Reduced |
| Credential Qtrade Securities Inc. | 14 | $3.63K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 14 | $3.63K | 0.00% | +14 | New |
| IAG Wealth Partners, LLC | 15 | $3.90K | 0.00% | +15 | New |
| Wolff Wiese Magana LLC | 15 | $3.90K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 14 | $4.00K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 16 | $4.09K | 0.00% | +16 | New |
| Delos Wealth Advisors, LLC | 16 | $4.16K | 0.01% | −100−86.2% | Reduced |
| Ruedi Wealth Management, Inc. | 17 | $4.41K | 0.00% | +17 | New |
| Davidson Capital Management Inc. | 18 | $4.67K | 0.00% | +18 | New |
| Avion Wealth | 21 | $5.00K | 0.00% | +2+10.5% | Added |
| Fortis Group Advisors, LLC | 20 | $5.19K | 0.00% | +10+100.0% | Added |
| Emfo, LLC | 20 | $5.25K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 21 | $5.45K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 22 | $5.71K | 0.01% | +22 | New |
| Laffer Tengler Investments | 23 | $5.97K | 0.00% | +23 | New |
| FSA Wealth Management LLC | 25 | $6.00K | 0.00% | +25 | New |
| Abich Financial Wealth Management LLC | 26 | $6.75K | 0.01% | +26 | New |
| Morton Brown Family Wealth, LLC | 27 | $7.01K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 27 | $7.01K | 0.00% | +10+58.8% | Added |
| TFC Financial Management | 28 | $7.27K | 0.00% | +22+366.7% | Added |
| Oliver Lagore Vanvalin Investment Group | 30 | $7.79K | 0.00% | −28−48.3% | Reduced |
| Financial Management Professionals, Inc. | 30 | $8.00K | 0.00% | +13+76.5% | Added |
| Lee Financial Co | 31 | $8.05K | 0.00% | +31 | New |
| Acima Private Wealth, LLC | 32 | $8.31K | 0.00% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 33 | $8.57K | 0.00% | +33 | New |
| Global Financial Private Client, LLC | 33 | $8.63K | 0.00% | −9−21.4% | Reduced |
| SOA Wealth Advisors, LLC. | 38 | $9.88K | 0.00% | −5−11.6% | Reduced |
| Financial Perspectives, Inc | 39 | $10.2K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 42 | $10.9K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 46 | $11.9K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 49 | $12.0K | 0.00% | +13+36.1% | Added |
| Cranbrook Wealth Management, LLC | 50 | $13.0K | 0.00% | +50 | New |
| Atlantic Edge Private Wealth Management, LLC | 50 | $13.0K | 0.01% | +50 | New |
| SRS Capital Advisors, Inc. | 52 | $13.4K | 0.00% | +9+20.9% | Added |
| Distillate Capital Partners LLC | 54 | $14.0K | 3.05% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 54 | $14.0K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 55 | $14.2K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 55 | $14.3K | 0.01% | +55 | New |
| Eukles Asset Management | 55 | $14.3K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 58 | $15.1K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 59 | $15.3K | 0.01% | +59 | New |
| Frank, Rimerman Advisors LLC | 59 | $15.3K | 0.00% | +59 | New |
| EntryPoint Capital, LLC | 59 | $15.3K | 0.01% | +59 | New |
| Cassady Schiller Wealth Management, LLC | 60 | $15.6K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 63 | $16.0K | 0.00% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 64 | $16.6K | 0.00% | +64 | New |
| Strategic Investment Solutions, Inc. | 64 | $16.7K | 0.00% | −251−79.7% | Reduced |
| Perkins Coie Trust Co | 65 | $16.9K | 0.00% | −7−9.7% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 67 | $17.0K | 0.01% | +14+26.4% | Added |
| Sound Income Strategies, LLC | 66 | $17.2K | 0.00% | −3−4.3% | Reduced |
| Glass Jacobson Investment Advisors llc | 67 | $17.4K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 68 | $17.7K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 69 | $17.9K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 70 | $18.2K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 70 | $18.2K | 0.01% | +70 | New |
| RFP Financial Group LLC | 70 | $18.2K | 0.01% | −18−20.5% | Reduced |
| MB, Levis & Associates, LLC | 70 | $18.2K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 72 | $18.7K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 76 | $19.7K | 0.01% | +20+35.7% | Added |
| Legend Financial Advisors, Inc. | 77 | $20.0K | 0.02% | +18+30.5% | Added |
| Tyler-Stone Wealth Management | 79 | $20.5K | 0.01% | +36+83.7% | Added |
| Salomon & Ludwin, LLC | 94 | $20.8K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 80 | $20.8K | 0.01% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 80 | $20.8K | 0.02% | +80 | New |
| GW&K Investment Management, LLC | 81 | $21.0K | 0.00% | +12+17.4% | Added |
| Activest Wealth Management | 82 | $21.3K | 0.01% | +1+1.2% | Added |
| Aspect Partners, LLC | 85 | $22.1K | 0.01% | +85 | New |
| Slocum, Gordon & Co LLP | 86 | $22.4K | 0.02% | +30+53.6% | Added |