| Provence Wealth Management Group | 2 | $461 | 0.00% | +2 | New |
| Tfo-TDC, LLC | 2 | $500 | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 4 | $922 | 0.00% | +4 | New |
| ClariVest Asset Management LLC | 3 | $1.00K | 0.00% | +3 | New |
| Atlas Capital Advisors LLC | 5 | $1.15K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 5 | $1.15K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5 | $1.15K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 5 | $1.25K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 6 | $1.38K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 6 | $1.38K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 8 | $1.84K | 0.00% | +8 | New |
| Iron Horse Wealth Management, LLC | 9 | $2.07K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 11 | $2.53K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 11 | $2.55K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 11 | $2.59K | 0.00% | +11 | New |
| Rise Advisors, LLC | 12 | $2.87K | 0.00% | −52−81.3% | Reduced |
| City State Bank | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 14 | $3.22K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 15 | $3.45K | 0.00% | +15 | New |
| Caldwell Sutter Capital, Inc. | 15 | $3.46K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 15 | $3.46K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 15 | $3.46K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 17 | $3.92K | 0.00% | −5−22.7% | Reduced |
| Rocky Mountain Advisers, LLC | 17 | $3.92K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 18 | $4.15K | 0.00% | −12−40.0% | Reduced |
| Delos Wealth Advisors, LLC | 17 | $4.21K | 0.01% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 19 | $4.38K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 20 | $4.61K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 20 | $4.61K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 20 | $4.80K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 22 | $5.07K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 22 | $5.07K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 22 | $5.07K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 22 | $5.07K | 0.00% | +22 | New |
| Citizens National Bank Trust Department | 22 | $5.07K | 0.00% | +22 | New |
| Your Advocates Ltd., LLP | 25 | $5.76K | 0.00% | −19−43.2% | Reduced |
| Glass Jacobson Investment Advisors llc | 25 | $5.76K | 0.00% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 25 | $5.76K | 0.01% | +25 | New |
| Pin Oak Investment Advisors Inc | 24 | $6.00K | 0.01% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 26 | $6.03K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 30 | $6.91K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 30 | $6.95K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 31 | $7.00K | 0.00% | +7+29.2% | Added |
| TD Capital Management LLC | 31 | $7.12K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 33 | $7.30K | 0.00% | −9−21.4% | Reduced |
| Hoey Investments, Inc | 32 | $7.37K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 35 | $8.06K | 0.00% | −3−7.9% | Reduced |
| First Personal Financial Services | 35 | $8.06K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 35 | $8.06K | 0.00% | +35 | New |
| CGC Financial Services, LLC | 36 | $8.29K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 41 | $9.00K | 0.00% | +36+720.0% | Added |
| Thompson Investment Management, Inc. | 40 | $9.21K | 0.00% | −10−20.0% | Reduced |
| WR Wealth Planners, LLC | 40 | $9.21K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 40 | $9.26K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 43 | $10.0K | 0.00% | +14+48.3% | Added |
| Cape Investment Advisory, Inc. | 46 | $10.6K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 48 | $11.1K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 51 | $11.5K | 0.00% | −199−79.6% | Reduced |
| Compass Wealth Management LLC | 50 | $11.5K | 0.00% | −150−75.0% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 52 | $12.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 55 | $12.7K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 55 | $12.7K | 0.01% | 00.0% | Unchanged |
| Tobam | 58 | $13.0K | 0.00% | +58 | New |
| Kelly Financial Services LLC | 59 | $13.6K | 0.01% | +1+1.7% | Added |
| Abound Wealth Management | 60 | $13.8K | 0.01% | +3+5.3% | Added |
| Beacon Capital Management, LLC | 56 | $14.0K | 0.00% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 62 | $14.3K | 0.00% | +62 | New |
| Solstein Capital, LLC | 63 | $14.5K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 63 | $14.5K | 0.01% | +11+21.2% | Added |
| Toth Financial Advisory Corp | 65 | $15.0K | 0.00% | −10−13.3% | Reduced |
| DB Wealth Management Group, LLC | 66 | $15.2K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 69 | $15.9K | 0.01% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 71 | $16.3K | 0.01% | +1+1.4% | Added |
| Financial Management Professionals, Inc. | 75 | $17.0K | 0.00% | −15−16.7% | Reduced |
| Legend Financial Advisors, Inc. | 75 | $17.3K | 0.01% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 79 | $18.0K | 0.01% | −130−62.2% | Reduced |
| Highline Wealth Partners LLC | 79 | $18.2K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 80 | $18.4K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 81 | $18.7K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 81 | $18.7K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 84 | $19.3K | 0.01% | +48+133.3% | Added |
| New Millennium Group LLC | 85 | $19.6K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 94 | $21.6K | 0.01% | +14+17.5% | Added |
| Coston, McIsaac & Partners | 98 | $22.0K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 97 | $22.3K | 0.01% | +40+70.2% | Added |
| Horrell Capital Management, Inc. | 100 | $23.0K | 0.01% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 100 | $23.0K | 0.01% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 100 | $23.0K | 0.01% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 100 | $23.0K | 0.00% | +100 | New |
| Rogco, LP | 100 | $23.0K | 0.01% | +100 | New |
| GoalVest Advisory LLC | 101 | $23.3K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 102 | $23.5K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 103 | $23.7K | 0.02% | 00.0% | Unchanged |
| Sturgeon Ventures LLP | 105 | $24.2K | 0.03% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 110 | $25.0K | 0.02% | +110 | New |
| Northwest Capital Management Inc | 110 | $25.3K | 0.01% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 116 | $26.8K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 121 | $27.8K | 0.01% | −131−52.0% | Reduced |
| Sutton Wealth Advisors Inc. | 123 | $28.3K | 0.01% | +15+13.9% | Added |