| PrairieView Partners, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 33 | $17 | 0.01% | −491−93.7% | Reduced |
| Rakuten Securities, Inc. | 2 | $67 | 0.00% | +2 | New |
| Legend Financial Advisors, Inc. | 6 | $201 | 0.00% | +6 | New |
| Baldwin Brothers Inc | 10 | $335 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 10 | $335 | 0.00% | +10 | New |
| MV Capital Management, Inc. | 10 | $336 | 0.00% | −31−75.6% | Reduced |
| Quest Partners LLC | 14 | $470 | 0.00% | −13−48.1% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 15 | $504 | 0.00% | −18−54.5% | Reduced |
| Raffa Wealth Management, LLC | 19 | $637 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 20 | $671 | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 20 | $671 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 21 | $705 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 20 | $737 | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 17 | $744 | 0.00% | −188−91.7% | Reduced |
| M&R Capital Management Inc | 25 | $839 | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 25 | $839 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 25 | $839 | 0.00% | +4+19.0% | Added |
| Asset Dedication, LLC | 26 | $873 | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 28 | $922 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 27 | $966 | 0.00% | +27 | New |
| International Assets Investment Management, LLC | 29 | $973 | 0.00% | +29 | New |
| Cullen/Frost Bankers, Inc. | 32 | $1.07K | 0.00% | +32 | New |
| SJS Investment Consulting Inc. | 34 | $1.14K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 38 | $1.27K | 0.00% | 00.0% | Unchanged |
| City State Bank | 40 | $1.34K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 45 | $1.51K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 47 | $1.58K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 50 | $1.68K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 50 | $1.68K | 0.00% | +50 | New |
| WealthCollab, LLC | 54 | $1.81K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 56 | $1.88K | 0.00% | +42+300.0% | Added |
| Opal Wealth Advisors, LLC | 64 | $2.14K | 0.00% | +64 | New |
| Red Tortoise LLC | 68 | $2.28K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 70 | $2.35K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 73 | $2.45K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 74 | $2.48K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 80 | $2.68K | 0.00% | −203−71.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 80 | $2.68K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 88 | $2.95K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 88 | $2.95K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 94 | $3.15K | 0.00% | +24+34.3% | Added |
| RFP Financial Group LLC | 96 | $3.22K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 99 | $3.32K | 0.00% | +99 | New |
| Washington Trust Co | 100 | $3.35K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 100 | $3.35K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 100 | $3.35K | 0.00% | +100 | New |
| Key Financial Inc | 104 | $3.49K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 107 | $3.59K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 94 | $3.62K | 0.00% | +64+213.3% | Added |
| Massmutual Trust Co FSB | 113 | $3.79K | 0.00% | −27−19.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 118 | $3.96K | 0.00% | −194−62.2% | Reduced |
| Transcendent Capital Group LLC | 118 | $3.96K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 117 | $4.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 110 | $4.00K | 0.00% | 00.0% | Unchanged |
| Motco | 120 | $4.03K | 0.00% | +120 | New |
| McMahon Financial Advisors, LLC | 126 | $4.23K | 0.00% | +126 | New |
| SRS Capital Advisors, Inc. | 128 | $4.29K | 0.00% | +128 | New |
| Bell Investment Advisors, Inc | 131 | $4.39K | 0.00% | −15−10.3% | Reduced |
| Investment Research & Advisory Group, Inc. | 134 | $4.48K | 0.00% | +1+0.8% | Added |
| Horrell Capital Management, Inc. | 147 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 150 | $5.03K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 151 | $5.07K | 0.00% | −79−34.3% | Reduced |
| Boyd Watterson Asset Management LLC | 154 | $5.17K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 165 | $5.53K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 165 | $5.53K | 0.00% | −200−54.8% | Reduced |
| Global Trust Asset Management, LLC | 166 | $5.57K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 181 | $6.07K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 181 | $6.08K | 0.00% | +1+0.6% | Added |
| ClariVest Asset Management LLC | 184 | $6.17K | 0.00% | +117+174.6% | Added |
| McIlrath & Eck, LLC | 192 | $6.44K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 200 | $6.71K | 0.00% | −100−33.3% | Reduced |
| Arrow Financial Corp | 200 | $6.71K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 200 | $6.71K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 200 | $6.71K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 200 | $6.71K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 200 | $6.71K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 200 | $6.71K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 205 | $6.88K | 0.00% | −57−21.8% | Reduced |
| Cape Investment Advisory, Inc. | 225 | $7.55K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 229 | $7.68K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 231 | $7.75K | 0.00% | −75−24.5% | Reduced |
| JFS Wealth Advisors, LLC | 237 | $7.94K | 0.00% | 00.0% | Unchanged |
| Family Firm, Inc. | 241 | $8.10K | 0.00% | +241 | New |
| Bradley & Co. Private Wealth Management, LLC | 250 | $8.38K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 255 | $8.55K | 0.00% | +190+292.3% | Added |
| Barrett & Company, Inc. | 256 | $8.59K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 218 | $8.75K | 0.00% | +218 | New |
| First Command Advisory Services, Inc. | 268 | $8.99K | 0.00% | −67−20.0% | Reduced |
| Bessemer Group Inc | 254 | $9.00K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 278 | $9.32K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 290 | $9.73K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 291 | $9.77K | 0.01% | +1+0.3% | Added |
| First Horizon Advisors, Inc. | 294 | $9.86K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 296 | $9.92K | 0.01% | +1+0.3% | Added |
| Hazlett, Burt & Watson, Inc. | 307 | $10.0K | 0.01% | +1+0.3% | Added |
| PFS Partners, LLC | 300 | $10.1K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 306 | $10.3K | 0.00% | +31+11.3% | Added |
| NBC Securities, Inc. | 340 | $11.0K | 0.00% | 00.0% | Unchanged |