| Briaud Financial Planning, Inc | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 1 | $21 | 0.00% | 00.0% | Unchanged |
| Pillar Financial Advisors, LLC | 1 | $22 | 0.00% | +1 | New |
| Main Street Group, LTD | 2 | $43 | 0.00% | −233−99.1% | Reduced |
| Laurel Wealth Advisors LLC | 3 | $47 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 6 | $128 | 0.00% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 6 | $128 | 0.00% | +6 | New |
| City State Bank | 8 | $171 | 0.00% | −70−89.7% | Reduced |
| Cedar Mountain Advisors, LLC | 10 | $212 | 0.00% | 00.0% | Unchanged |
| Sugar Maple Asset Management, LLC | 10 | $214 | 0.00% | +10 | New |
| WealthTrak Capital Management LLC | 10 | $214 | 0.00% | +10 | New |
| Aspect Partners, LLC | 13 | $278 | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 14 | $299 | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 15 | $321 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 15 | $321 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 15 | $324 | 0.03% | −15,186−99.9% | Reduced |
| Winnow Wealth LLC | 18 | $374 | 0.00% | +18 | New |
| Cornerstone Planning Group LLC | 17 | $390 | 0.00% | +17 | New |
| Maryland Capital Advisors Inc. | 19 | $406 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 19 | $406 | 0.00% | +19 | New |
| Mark Sheptoff Financial Planning, LLC | 25 | $534 | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 28 | $598 | 0.00% | +28 | New |
| Stance Capital LLC | 29 | $619 | 0.00% | +29 | New |
| TFC Financial Management | 29 | $620 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 30 | $641 | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 30 | $641 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 30 | $641 | 0.00% | +30 | New |
| Cherry Tree Wealth Management, LLC | 31 | $662 | 0.00% | −196−86.3% | Reduced |
| Riverview Trust Co | 31 | $662 | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 31 | $662 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 32 | $683 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 35 | $747 | 0.00% | +35 | New |
| HHM Wealth Advisors, LLC | 35 | $748 | 0.00% | +35 | New |
| Criterion Capital Advisors, LLC | 36 | $763 | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 36 | $769 | 0.00% | +36 | New |
| REAP Financial Group, LLC | 40 | $854 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 40 | $854 | 0.00% | +40 | New |
| RE Dickinson Investment Advisors, LLC | 44 | $900 | 0.00% | +44 | New |
| Tradewinds Capital Management, LLC | 44 | $949 | 0.00% | +44 | New |
| Continuum Advisory, LLC | 46 | $982 | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 63 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 50 | $1.07K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 50 | $1.07K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 63 | $1.34K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 64 | $1.37K | 0.00% | +64 | New |
| Trifecta Capital Advisors, LLC | 71 | $1.52K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 77 | $1.64K | 0.00% | +77 | New |
| Transce3nd, LLC | 78 | $1.67K | 0.00% | +78 | New |
| Highline Wealth Partners LLC | 86 | $1.84K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 87 | $1.86K | 0.00% | +87 | New |
| Nemes Rush Group LLC | 90 | $1.92K | 0.00% | +90 | New |
| BNP Paribas | 100 | $2.13K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 100 | $2.13K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 100 | $2.13K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 100 | $2.13K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 105 | $2.26K | 0.00% | +87+483.3% | Added |
| Creative Capital Management Investments LLC | 106 | $2.26K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 110 | $2.34K | 0.00% | +1+0.9% | Added |
| DiNuzzo Private Wealth, Inc. | 115 | $2.46K | 0.00% | +5+4.5% | Added |
| Park Place Capital Corp | 121 | $2.58K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 123 | $2.63K | 0.00% | +123 | New |
| BFSG, LLC | 133 | $2.83K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 134 | $2.86K | 0.00% | +134 | New |
| Pineridge Advisors LLC | 136 | $2.91K | 0.00% | +29+27.1% | Added |
| Fortitude Family Office, LLC | 137 | $2.92K | 0.00% | +12+9.6% | Added |
| Transcendent Capital Group LLC | 149 | $3.18K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 163 | $3.48K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 164 | $3.50K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 169 | $3.61K | 0.00% | −5,326−96.9% | Reduced |
| DHJJ Financial Advisors, Ltd. | 170 | $3.63K | 0.00% | −10−5.6% | Reduced |
| Ruedi Wealth Management, Inc. | 176 | $3.76K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 181 | $4.00K | 0.00% | +1+0.6% | Added |
| Hoey Investments, Inc | 200 | $4.27K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 200 | $4.27K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 200 | $4.27K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 200 | $4.27K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 200 | $4.27K | 0.00% | +200 | New |
| Vermillion Wealth Management, Inc. | 200 | $4.27K | 0.00% | +200 | New |
| Crews Bank & Trust | 200 | $4.27K | 0.00% | +200 | New |
| Fourth Dimension Wealth, LLC | 200 | $4.27K | 0.00% | +200 | New |
| Holos Integrated Wealth LLC | 200 | $4.27K | 0.00% | +200 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 205 | $4.38K | 0.01% | +205 | New |
| North Ridge Wealth Advisors, Inc. | 206 | $4.40K | 0.00% | +206 | New |
| Clear Investment Research, LLC | 216 | $4.62K | 0.01% | +2+0.9% | Added |
| WealthCollab, LLC | 218 | $4.66K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 222 | $4.74K | 0.00% | +222 | New |
| FLP Wealth Management, LLC | 223 | $4.75K | 0.01% | +223 | New |
| Cape Investment Advisory, Inc. | 224 | $4.78K | 0.00% | +5+2.3% | Added |
| Bellwether Advisors, LLC | 233 | $4.97K | 0.00% | +233 | New |
| Foster Dykema Cabot & Partners, LLC | 232 | $4.98K | 0.00% | −149−39.1% | Reduced |
| ORG Partners LLC | 245 | $5.23K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 247 | $5.27K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 249 | $5.32K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 250 | $5.33K | 0.00% | +250 | New |
| Synergy Investment Management, LLC | 250 | $5.34K | 0.00% | +250 | New |
| Whipplewood Advisors, LLC | 280 | $5.98K | 0.00% | +280 | New |
| Hazlett, Burt & Watson, Inc. | 300 | $6.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 282 | $6.05K | 0.00% | +24+9.3% | Added |
| Colonial Trust Advisors | 290 | $6.19K | 0.00% | +90+45.0% | Added |
| Hollencrest Capital Management | 294 | $6.28K | 0.00% | 00.0% | Unchanged |