| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 4 | $0 | 0.00% | +4 | New |
| CBIZ Investment Advisory Services, LLC | 0 | $65 | 0.00% | 0 | Unchanged |
| IMA Wealth, Inc. | 1 | $140 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 2 | $277 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 2 | $277 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 3 | $416 | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 3 | $416 | 0.00% | +3 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 3 | $416 | 0.00% | +3 | New |
| Seneschal Advisors, LLC | 3 | $416 | 0.00% | +3 | New |
| Dogwood Wealth Management LLC | 3 | $419 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 4 | $528 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 4 | $556 | 0.00% | +4 | New |
| Marshall & Sterling Wealth Advisors Inc. | 6 | $832 | 0.00% | −45−88.2% | Reduced |
| Alerus Financial NA | 6 | $832 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 6 | $832 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 6 | $832 | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 7 | $861 | 0.00% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 7 | $970 | 0.00% | +7 | New |
| Valley National Advisers Inc | 10 | $1.00K | 0.00% | −10−50.0% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 8 | $1.11K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 9 | $1.25K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 10 | $1.35K | 0.00% | +10 | New |
| Raffa Wealth Management, LLC | 10 | $1.39K | 0.00% | +10 | New |
| Orion Capital Management LLC | 11 | $1.52K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 11 | $1.52K | 0.00% | +11 | New |
| Avalon Trust Co | 11 | $1.52K | 0.00% | +11 | New |
| Aspect Partners, LLC | 12 | $1.66K | 0.00% | +12 | New |
| SJS Investment Consulting Inc. | 12 | $1.66K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 12 | $1.66K | 0.00% | +2+20.0% | Added |
| Sachetta, LLC | 13 | $1.80K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 15 | $2.08K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 15 | $2.08K | 0.00% | +4+36.4% | Added |
| Strengthening Families & Communities, LLC | 16 | $2.22K | 0.00% | +16 | New |
| Abound Wealth Management | 16 | $2.22K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 16 | $2.22K | 0.00% | +16 | New |
| Bare Financial Services, Inc | 17 | $2.36K | 0.00% | +17 | New |
| Guerra Advisors Inc | 17 | $2.36K | 0.00% | +17 | New |
| Financial Network Wealth Advisors LLC | 20 | $2.77K | 0.00% | +4+25.0% | Added |
| Bullock Wealth Management Group | 20 | $2.82K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 21 | $2.91K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 21 | $2.91K | 0.00% | +21 | New |
| Princeton Global Asset Management LLC | 22 | $3.05K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 23 | $3.19K | 0.00% | +16+228.6% | Added |
| Highline Wealth Partners LLC | 25 | $3.46K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 25 | $3.46K | 0.00% | +25 | New |
| Bradley & Co. Private Wealth Management, LLC | 26 | $3.60K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 26 | $3.60K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 26 | $3.60K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 28 | $3.88K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 34 | $4.00K | 0.00% | +34 | New |
| Richard W. Paul & Associates, LLC | 29 | $4.02K | 0.00% | +6+26.1% | Added |
| Bell Investment Advisors, Inc | 29 | $4.02K | 0.00% | −6−17.1% | Reduced |
| ORG Partners LLC | 25 | $4.04K | 0.00% | +11+78.6% | Added |
| Howard Hughes Medical Institute | 30 | $4.16K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 30 | $4.16K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 32 | $4.47K | 0.00% | +7+28.0% | Added |
| Rosenberg Matthew Hamilton | 33 | $4.57K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 34 | $4.71K | 0.00% | +1+3.0% | Added |
| Team Financial Group, LLC | 35 | $4.79K | 0.00% | +1+2.9% | Added |
| Moisand Fitzgerald Tamayo, LLC | 36 | $4.99K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 37 | $5.13K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 37 | $5.15K | 0.00% | +17+85.0% | Added |
| Barnes Dennig Private Wealth Management LLC | 39 | $5.41K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 40 | $5.54K | 0.00% | +4+11.1% | Added |
| Rossby Financial, LCC | 41 | $5.67K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 42 | $5.82K | 0.00% | +22+110.0% | Added |
| MV Capital Management, Inc. | 42 | $5.82K | 0.00% | +3+7.7% | Added |
| Medallion Wealth Advisors, LLC | 44 | $6.10K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 44 | $6.10K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 46 | $6.38K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 48 | $6.65K | 0.00% | +2+4.3% | Added |
| Pin Oak Investment Advisors Inc | 49 | $6.84K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 50 | $6.93K | 0.00% | −20−28.6% | Reduced |
| Pacific Center for Financial Services | 50 | $6.93K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 50 | $6.93K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 52 | $7.21K | 0.01% | +18+52.9% | Added |
| True Wealth Design, LLC | 54 | $7.49K | 0.00% | +19+54.3% | Added |
| Cornerstone Planning Group LLC | 61 | $7.83K | 0.00% | +2+3.4% | Added |
| Ogorek Anthony Joseph | 63 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 62 | $8.16K | 0.00% | −79−56.0% | Reduced |
| Westside Investment Management, Inc. | 59 | $8.18K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 61 | $8.46K | 0.00% | −101−62.3% | Reduced |
| Cedar Mountain Advisors, LLC | 67 | $9.29K | 0.00% | +67 | New |
| Fourth Dimension Wealth, LLC | 75 | $10.4K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 77 | $10.7K | 0.01% | −192−71.4% | Reduced |
| Boyd Watterson Asset Management LLC | 77 | $10.7K | 0.00% | −3−3.8% | Reduced |
| DiNuzzo Private Wealth, Inc. | 82 | $11.4K | 0.00% | +1+1.2% | Added |
| Measured Wealth Private Client Group, LLC | 83 | $11.5K | 0.00% | +83 | New |
| GW&K Investment Management, LLC | 88 | $12.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 91 | $12.6K | 0.00% | −55−37.7% | Reduced |
| Key Financial Inc | 92 | $12.7K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 93 | $13.0K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 97 | $13.0K | 0.00% | +17+21.3% | Added |
| Concord Wealth Partners | 98 | $13.6K | 0.00% | −198−66.9% | Reduced |
| Washington Trust Advisors, Inc. | 100 | $13.9K | 0.00% | 00.0% | Unchanged |
| Pingora Partners LLC | 100 | $13.9K | 0.01% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 100 | $13.9K | 0.01% | +35+53.8% | Added |
| Kentucky Trust Co | 100 | $13.9K | 0.01% | +50+100.0% | Added |