| Kiker Wealth Management, LLC | 0 | $67 | 0.00% | 0 | Unchanged |
| Creekmur Asset Management LLC | 0 | $77 | 0.00% | 0 | New |
| Y.D. More Investments Ltd | 152 | $87 | 0.00% | −83−35.3% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 1 | $194 | 0.00% | −25−96.2% | Reduced |
| Aspect Partners, LLC | 1 | $194 | 0.00% | −5−83.3% | Reduced |
| Rakuten Securities, Inc. | 1 | $194 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 1 | $197 | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 2 | $388 | 0.00% | −5,557−100.0% | Reduced |
| Principia Wealth Advisory, LLC | 2 | $388 | 0.00% | −1−33.3% | Reduced |
| DHJJ Financial Advisors, Ltd. | 2 | $388 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 2 | $388 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 2 | $388 | 0.00% | +2 | New |
| Dogwood Wealth Management LLC | 2 | $402 | 0.00% | −9−81.8% | Reduced |
| WestEnd Advisors, LLC | 3 | $582 | 0.00% | −2−40.0% | Reduced |
| IMA Wealth, Inc. | 3 | $582 | 0.00% | +3 | New |
| Beaird Harris Wealth Management, LLC | 3 | $582 | 0.00% | +3 | New |
| Creative Financial Designs Inc | 3 | $605 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $776 | 0.00% | +2+100.0% | Added |
| Stephens Consulting, LLC | 4 | $776 | 0.00% | +4 | New |
| DecisionPoint Financial, LLC | 4 | $790 | 0.00% | +4 | New |
| Atlas Capital Advisors LLC | 5 | $969 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 5 | $970 | 0.00% | +5 | New |
| Strengthening Families & Communities, LLC | 5 | $977 | 0.00% | +5 | New |
| Valley National Advisers Inc | 5 | $1.00K | 0.00% | −102−95.3% | Reduced |
| Wood Tarver Financial Group, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 6 | $1.16K | 0.00% | +2+50.0% | Added |
| SJS Investment Consulting Inc. | 6 | $1.16K | 0.00% | −4−40.0% | Reduced |
| NVWM, LLC | 6 | $1.16K | 0.00% | −1−14.3% | Reduced |
| Ridgewood Investments LLC | 6 | $1.16K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 6 | $1.16K | 0.00% | +6 | New |
| Iron Horse Wealth Management, LLC | 7 | $1.36K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 7 | $1.36K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 7 | $1.36K | 0.00% | +5+250.0% | Added |
| Kilter Group LLC | 8 | $1.55K | 0.00% | +8 | New |
| Central Trust Co | 10 | $1.94K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 11 | $2.13K | 0.00% | +1+10.0% | Added |
| Activest Wealth Management | 12 | $2.33K | 0.00% | +5+71.4% | Added |
| Total Investment Management Inc | 12 | $2.33K | 0.00% | +12 | New |
| MCF Advisors LLC | 13 | $2.52K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 14 | $2.72K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 14 | $2.72K | 0.00% | +14 | New |
| New England Capital Financial Advisors LLC | 14 | $2.73K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 14 | $2.87K | 0.00% | −1−6.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 16 | $2.94K | 0.00% | −12−42.9% | Reduced |
| Crews Bank & Trust | 18 | $3.49K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 19 | $3.69K | 0.00% | −13−40.6% | Reduced |
| Sachetta, LLC | 19 | $3.69K | 0.00% | +8+72.7% | Added |
| True Wealth Design, LLC | 20 | $3.88K | 0.00% | −91−82.0% | Reduced |
| Financial Management Professionals, Inc. | 20 | $3.88K | 0.00% | −13−39.4% | Reduced |
| American National Bank | 21 | $4.07K | 0.00% | +21 | New |
| Bradley & Co. Private Wealth Management, LLC | 22 | $4.27K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 22 | $4.29K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 23 | $4.46K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 23 | $4.46K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 23 | $4.46K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 24 | $4.63K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 24 | $4.72K | 0.00% | +3+14.3% | Added |
| CBIZ Investment Advisory Services, LLC | 25 | $4.85K | 0.00% | −2−7.4% | Reduced |
| S&T Bank | 25 | $4.85K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 25 | $4.85K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 25 | $4.85K | 0.00% | +7+38.9% | Added |
| Hughes Financial Services, LLC | 30 | $5.57K | 0.00% | +2+7.1% | Added |
| Whipplewood Advisors, LLC | 31 | $6.01K | 0.00% | −33−51.6% | Reduced |
| TCTC Holdings, LLC | 32 | $6.21K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 34 | $6.60K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 35 | $6.72K | 0.00% | +9+34.6% | Added |
| FSA Wealth Management LLC | 35 | $6.79K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 35 | $6.79K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 35 | $6.79K | 0.00% | +35 | New |
| Hilltop National Bank | 35 | $6.79K | 0.00% | +35 | New |
| Bank of Jackson Hole Trust | 35 | $6.79K | 0.00% | +35 | New |
| Bartlett & Co. Wealth Management LLC | 36 | $6.98K | 0.00% | −1−2.7% | Reduced |
| Aventura Private Wealth, LLC | 36 | $6.98K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 36 | $6.98K | 0.00% | +10+38.5% | Added |
| Alerus Financial NA | 36 | $6.98K | 0.00% | +36 | New |
| Highline Wealth Partners LLC | 36 | $7.00K | 0.00% | +6+20.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 37 | $7.36K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 38 | $7.37K | 0.00% | +2+5.6% | Added |
| Curio Wealth, LLC | 41 | $7.95K | 0.00% | +39+1,950.0% | Added |
| Coston, McIsaac & Partners | 44 | $8.00K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 42 | $8.15K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 42 | $8.15K | 0.01% | +42 | New |
| LGT Financial Advisors LLC | 42 | $8.20K | 0.02% | +2+5.0% | Added |
| Cape Investment Advisory, Inc. | 44 | $8.54K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 46 | $8.92K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 48 | $9.00K | 0.00% | +12+33.3% | Added |
| Glass Jacobson Investment Advisors llc | 50 | $9.70K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 50 | $9.70K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 50 | $9.70K | 0.00% | +50 | New |
| Maseco LLP | 50 | $9.71K | 0.00% | +50 | New |
| TSFG, LLC | 51 | $10.0K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 52 | $10.1K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 53 | $10.3K | 0.01% | 00.0% | Unchanged |
| Hurley Capital, LLC | 54 | $10.4K | 0.01% | +1+1.9% | Added |
| Salomon & Ludwin, LLC | 52 | $10.4K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 55 | $10.7K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 56 | $10.9K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 58 | $11.3K | 0.00% | −94−61.8% | Reduced |
| Parvin Asset Management, LLC | 58 | $11.3K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 61 | $11.9K | 0.00% | −1−1.6% | Reduced |