| Briaud Financial Planning, Inc | 15 | $0 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 40 | $0 | 0.00% | +40 | New |
| Pillar Financial Advisors, LLC | 1 | $16 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 1 | $18 | 0.00% | −3,315−100.0% | Reduced |
| Main Street Group, LTD | 2 | $31 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 3 | $34 | 0.00% | 00.0% | Unchanged |
| City State Bank | 8 | $123 | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 8 | $123 | 0.00% | +8 | New |
| HFM Investment Advisors, LLC | 8 | $124 | 0.00% | +8 | New |
| Cedar Mountain Advisors, LLC | 10 | $154 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 10 | $155 | 0.00% | −322−97.0% | Reduced |
| Aspect Partners, LLC | 13 | $201 | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 14 | $216 | 0.00% | 00.0% | Unchanged |
| Greenline Partners, LLC | 14 | $216 | 0.00% | +14 | New |
| Bay Harbor Wealth Management, LLC | 14 | $217 | 0.00% | +14 | New |
| Chesapeake Asset Management LLC | 15 | $231 | 0.00% | +15 | New |
| Kimelman & Baird, LLC | 15 | $232 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 18 | $278 | 0.00% | −28−60.9% | Reduced |
| Valued Wealth Advisors LLC | 18 | $281 | 0.00% | −87−82.9% | Reduced |
| Parkworth Wealth Management, Inc. | 19 | $293 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 19 | $294 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 21 | $324 | 0.00% | +15+250.0% | Added |
| Brown, Lisle/Cummings, Inc. | 24 | $370 | 0.00% | +24 | New |
| Halbert Hargrove Global Advisors, LLC | 24 | $371 | 0.00% | +24 | New |
| Mark Sheptoff Financial Planning, LLC | 25 | $386 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 25 | $386 | 0.00% | +15+150.0% | Added |
| Winnow Wealth LLC | 26 | $401 | 0.00% | +8+44.4% | Added |
| TFC Financial Management | 29 | $448 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 31 | $479 | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 31 | $479 | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 36 | $555 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 37 | $571 | 0.00% | +5+15.6% | Added |
| Golden State Wealth Management, LLC | 40 | $617 | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 40 | $617 | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 42 | $648 | 0.00% | +42 | New |
| Stone House Investment Management, LLC | 43 | $663 | 0.00% | +43 | New |
| Goodman Advisory Group, LLC | 43 | $663 | 0.00% | +43 | New |
| Tradewinds Capital Management, LLC | 44 | $686 | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 50 | $772 | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 52 | $798 | 0.00% | −84−61.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 52 | $803 | 0.00% | +2+4.0% | Added |
| Cheviot Value Management, LLC | 55 | $917 | 0.00% | +55 | New |
| TSFG, LLC | 63 | $1.00K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 65 | $1.00K | 0.00% | +65 | New |
| Activest Wealth Management | 69 | $1.06K | 0.00% | +69 | New |
| Trifecta Capital Advisors, LLC | 71 | $1.10K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 77 | $1.19K | 0.00% | +42+120.0% | Added |
| True Wealth Design, LLC | 81 | $1.25K | 0.00% | −4,476−98.2% | Reduced |
| Blume Capital Management, Inc. | 84 | $1.30K | 0.00% | +84 | New |
| Dogwood Wealth Management LLC | 85 | $1.31K | 0.00% | +85 | New |
| Graney & King, LLC | 88 | $1.35K | 0.00% | +1+1.1% | Added |
| Nemes Rush Group LLC | 90 | $1.39K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 92 | $1.42K | 0.00% | +92 | New |
| Cornerstone Planning Group LLC | 100 | $1.53K | 0.00% | +83+488.2% | Added |
| BNP Paribas | 100 | $1.54K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 100 | $1.54K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 100 | $1.54K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 100 | $1.54K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 103 | $1.60K | 0.00% | −31−23.1% | Reduced |
| Creative Capital Management Investments LLC | 106 | $1.64K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 107 | $1.65K | 0.00% | −62−36.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 110 | $1.70K | 0.00% | −5−4.3% | Reduced |
| Financial Perspectives, Inc | 110 | $1.70K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 111 | $1.71K | 0.00% | +111 | New |
| Hughes Financial Services, LLC | 112 | $1.75K | 0.00% | +112 | New |
| Park Place Capital Corp | 121 | $1.87K | 0.00% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 123 | $1.90K | 0.00% | +123 | New |
| Fortitude Family Office, LLC | 125 | $1.93K | 0.00% | −12−8.8% | Reduced |
| BFSG, LLC | 133 | $2.05K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 135 | $2.08K | 0.00% | +49+57.0% | Added |
| Strategic Investment Solutions, Inc. | 146 | $2.25K | 0.00% | +146 | New |
| HWG Holdings LP | 147 | $2.27K | 0.00% | +147 | New |
| Smallwood Wealth Investment Management, LLC | 160 | $2.47K | 0.00% | +160 | New |
| Fortis Group Advisors, LLC | 163 | $2.52K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 164 | $2.53K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 170 | $2.62K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 172 | $2.65K | 0.00% | +108+168.8% | Added |
| Ruedi Wealth Management, Inc. | 176 | $2.72K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 179 | $2.76K | 0.01% | −26−12.7% | Reduced |
| PFG Private Wealth Management, LLC | 184 | $2.84K | 0.00% | +184 | New |
| N.E.W. Advisory Services LLC | 189 | $2.92K | 0.00% | +189 | New |
| Bollard Group LLC | 182 | $3.00K | 0.00% | +1+0.6% | Added |
| S&T Bank | 200 | $3.09K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 200 | $3.09K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 200 | $3.09K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 200 | $3.09K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 200 | $3.09K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 200 | $3.09K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 200 | $3.09K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 200 | $3.09K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 211 | $3.26K | 0.00% | −280−57.0% | Reduced |
| Principia Wealth Advisory, LLC | 230 | $3.33K | 0.00% | +200+666.7% | Added |
| Clear Investment Research, LLC | 217 | $3.36K | 0.00% | +1+0.5% | Added |
| WealthCollab, LLC | 218 | $3.36K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 224 | $3.46K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 224 | $3.46K | 0.00% | −209−48.3% | Reduced |
| Bellwether Advisors, LLC | 233 | $3.60K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 247 | $3.81K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 250 | $3.86K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 250 | $3.86K | 0.00% | 00.0% | Unchanged |