| Hazlett, Burt & Watson, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1 | $110 | 0.00% | −15−93.8% | Reduced |
| Redwood Park Advisors LLC | 2 | $220 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 2 | $220 | 0.00% | +2 | New |
| Caitong International Asset Management Co., Ltd | 3 | $330 | 0.00% | −259−98.9% | Reduced |
| Scarborough Advisors, LLC | 3 | $330 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 4 | $440 | 0.00% | +4 | New |
| Avalon Trust Co | 5 | $550 | 0.00% | −4−44.4% | Reduced |
| Logan Capital Management Inc | 5 | $550 | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 5 | $550 | 0.00% | +5 | New |
| Bank of New Hampshire | 7 | $770 | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 7 | $770 | 0.00% | +7 | New |
| Davis Capital Management | 8 | $880 | 0.00% | +8 | New |
| New Millennium Group LLC | 8 | $898 | 0.00% | −1−11.1% | Reduced |
| Lowe Wealth Advisors, LLC | 9 | $990 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 9 | $990 | 0.00% | +3+50.0% | Added |
| Texas Capital Bancshares Inc | 9 | $990 | 0.00% | +9 | New |
| Turning Point Benefit Group, Inc. | 10 | $1.09K | 0.00% | +10 | New |
| Comprehensive Financial Planning, Inc. | 10 | $1.10K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 11 | $1.21K | 0.00% | +11 | New |
| North Ridge Wealth Advisors, Inc. | 12 | $1.32K | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 12 | $1.32K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 13 | $1.43K | 0.00% | +13 | New |
| Stone House Investment Management, LLC | 14 | $1.54K | 0.00% | +14 | New |
| IMA Wealth, Inc. | 15 | $1.66K | 0.00% | +2+15.4% | Added |
| TFC Financial Management | 17 | $1.87K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 17 | $1.87K | 0.00% | +17 | New |
| Fortis Group Advisors, LLC | 19 | $2.09K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 19 | $2.09K | 0.00% | +2+11.8% | Added |
| Wealth Watch Advisors, INC | 19 | $2.09K | 0.00% | +19 | New |
| Caitlin John, LLC | 20 | $2.17K | 0.00% | +20 | New |
| ZRC Wealth Management, LLC | 20 | $2.20K | 0.00% | +10+100.0% | Added |
| J.Safra Asset Management Corp | 20 | $2.20K | 0.00% | +20 | New |
| City State Bank | 21 | $2.31K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 22 | $2.37K | 0.00% | −102−82.3% | Reduced |
| Quest 10 Wealth Builders, Inc. | 22 | $2.42K | 0.00% | +22 | New |
| Mark Sheptoff Financial Planning, LLC | 23 | $2.53K | 0.00% | 00.0% | Unchanged |
| Advanced Portfolio Management, LLC | 23 | $2.53K | 0.01% | +23 | New |
| Rialto Wealth Management, LLC | 24 | $2.64K | 0.00% | +3+14.3% | Added |
| High Note Wealth, LLC | 24 | $2.64K | 0.00% | +3+14.3% | Added |
| Aventura Private Wealth, LLC | 25 | $2.75K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 26 | $2.86K | 0.00% | +26 | New |
| Perritt Capital Management Inc | 27 | $2.97K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 29 | $3.19K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 30 | $3.30K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 30 | $3.30K | 0.00% | +3+11.1% | Added |
| Alerus Financial NA | 31 | $3.41K | 0.00% | +31 | New |
| Pineridge Advisors LLC | 32 | $3.50K | 0.00% | −5−13.5% | Reduced |
| Mascoma Wealth Management LLC | 33 | $3.63K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 33 | $3.63K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 30 | $3.68K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 34 | $3.74K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 35 | $3.77K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 35 | $3.85K | 0.00% | −575−94.3% | Reduced |
| Richard W. Paul & Associates, LLC | 35 | $3.85K | 0.00% | −5−12.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 36 | $3.96K | 0.00% | −367−91.1% | Reduced |
| Harvest Fund Management Co., Ltd | 33 | $4.00K | 0.00% | −1,205−97.3% | Reduced |
| First PREMIER Bank | 33 | $4.00K | 0.00% | −1,035−96.9% | Reduced |
| CBIZ Investment Advisory Services, LLC | 40 | $4.41K | 0.00% | +20+100.0% | Added |
| Clark Wealth Partners | 39 | $4.67K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 43 | $4.73K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 43 | $4.75K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 47 | $5.15K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 47 | $5.17K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 47 | $5.21K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 50 | $5.50K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 50 | $5.50K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 52 | $5.56K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 51 | $5.61K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 51 | $5.61K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 52 | $5.72K | 0.00% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 62 | $6.82K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 65 | $7.15K | 0.00% | +2+3.2% | Added |
| Hollencrest Capital Management | 73 | $8.03K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 75 | $8.25K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 77 | $8.47K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 77 | $8.47K | 0.00% | +5+6.9% | Added |
| Marquette Asset Management, LLC | 79 | $8.69K | 0.00% | +79 | New |
| Cloud Capital Management, LLC | 83 | $9.00K | 0.00% | +83 | New |
| Colonial Trust Advisors | 83 | $9.13K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 84 | $9.24K | 0.00% | +84 | New |
| Evelyn Partners Asset Management Ltd | 84 | $9.24K | 0.00% | +84 | New |
| Cetera Trust Company, N.A | 85 | $9.35K | 0.01% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 86 | $9.37K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 0 | $9.60K | 0.01% | −87−100.0% | Reduced |
| Country Trust Bank | 88 | $9.68K | 0.00% | +88 | New |
| NBT Bank N A | 90 | $9.90K | 0.00% | −62−40.8% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 93 | $10.2K | 0.00% | +23+32.9% | Added |
| CGC Financial Services, LLC | 93 | $10.2K | 0.00% | +93 | New |
| Main Street Group, LTD | 94 | $10.3K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 94 | $10.3K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 95 | $10.4K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 95 | $10.4K | 0.00% | +3+3.3% | Added |
| LMR Partners LLP | 95 | $10.4K | 0.00% | +95 | New |
| Kilter Group LLC | 97 | $10.7K | 0.01% | +12+14.1% | Added |
| Sachetta, LLC | 97 | $10.7K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 102 | $11.2K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 102 | $11.2K | 0.00% | −3,727−97.3% | Reduced |
| Maseco LLP | 104 | $11.4K | 0.00% | +1+1.0% | Added |
| Holos Integrated Wealth LLC | 108 | $11.4K | 0.01% | 00.0% | Unchanged |