| Dogwood Wealth Management LLC | 0 | $4 | 0.00% | 0 | Unchanged |
| Core Alternative Capital | 1 | $135 | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 1 | $136 | 0.00% | +1 | New |
| Tucker Asset Management LLC | 2 | $270 | 0.00% | −4−66.7% | Reduced |
| Tortoise Investment Management, LLC | 2 | $270 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 2 | $270 | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 2 | $270 | 0.00% | −11,039−100.0% | Reduced |
| MV Capital Management, Inc. | 2 | $271 | 0.00% | −18−90.0% | Reduced |
| Glass Jacobson Investment Advisors llc | 2 | $271 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 4 | $541 | 0.00% | +2+100.0% | Added |
| Frazier Financial Advisors, LLC | 4 | $541 | 0.00% | +4 | New |
| Caitlin John, LLC | 5 | $675 | 0.00% | −160−97.0% | Reduced |
| PayPay Securities Corp | 5 | $675 | 0.06% | −7−58.3% | Reduced |
| Clarity Asset Management, Inc. | 5 | $675 | 0.00% | +5 | New |
| Caldwell Sutter Capital, Inc. | 6 | $811 | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 7 | $946 | 0.00% | −7−50.0% | Reduced |
| Financial Freedom, LLC | 7 | $946 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 7 | $946 | 0.00% | +3+75.0% | Added |
| Gradient Investments LLC | 7 | $946 | 0.00% | +7 | New |
| Kings Path Partners LLC | 7 | $946 | 0.00% | +7 | New |
| Capital Advisors, Ltd. LLC | 10 | $1.00K | 0.00% | −30−75.0% | Reduced |
| Ameritas Investment Partners, Inc. | 8 | $1.08K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 8 | $1.08K | 0.00% | +8 | New |
| Berkshire Capital Holdings Inc | 10 | $1.35K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 10 | $1.35K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 10 | $1.35K | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 10 | $1.35K | 0.00% | +4+66.7% | Added |
| Silver Oak Securities, Inc | 11 | $1.49K | 0.00% | +11 | New |
| DT Investment Partners, LLC | 11 | $1.49K | 0.00% | +11 | New |
| McIlrath & Eck, LLC | 12 | $1.62K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 13 | $1.76K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 14 | $1.89K | 0.00% | −29−67.4% | Reduced |
| Farmers & Merchants Investments Inc | 15 | $2.03K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 16 | $2.16K | 0.00% | −139−89.7% | Reduced |
| Chilton Capital Management LLC | 16 | $2.16K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 16 | $2.18K | 0.00% | +16 | New |
| Zions Bancorporation, N.A. | 17 | $2.30K | 0.00% | −13−43.3% | Reduced |
| NVWM, LLC | 17 | $2.30K | 0.00% | −7−29.2% | Reduced |
| JNBA Financial Advisors | 17 | $2.30K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 17 | $2.30K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 17 | $2.30K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 18 | $2.43K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 19 | $2.57K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 20 | $2.70K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 20 | $2.70K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 20 | $2.70K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 20 | $2.70K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 20 | $2.70K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 21 | $2.84K | 0.00% | +10+90.9% | Added |
| Prestige Wealth Management Group LLC | 22 | $2.97K | 0.00% | +4+22.2% | Added |
| Hazlett, Burt & Watson, Inc. | 22 | $3.00K | 0.00% | −46−67.6% | Reduced |
| Keener Financial Planning LLC | 29 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 24 | $3.24K | 0.00% | +7+41.2% | Added |
| Activest Wealth Management | 25 | $3.38K | 0.00% | −23−47.9% | Reduced |
| Bellevue Asset Management, LLC | 25 | $3.38K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 25 | $3.38K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 25 | $3.38K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 25 | $3.38K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 25 | $3.38K | 0.00% | +2+8.7% | Added |
| Atticus Wealth Management, LLC | 26 | $3.51K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 27 | $3.65K | 0.00% | 00.0% | Unchanged |
| a16z Perennial Management, L.P. | 28 | $3.78K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 35 | $4.00K | 0.00% | −55−61.1% | Reduced |
| Wetzel Investment Advisors, Inc. | 25 | $4.04K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 30 | $4.05K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 30 | $4.05K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 32 | $4.32K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 32 | $4.57K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 34 | $4.59K | 0.00% | +8+30.8% | Added |
| Bank of New Hampshire | 35 | $4.73K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 40 | $5.40K | 0.00% | −6−13.0% | Reduced |
| FinTrust Capital Advisors, LLC | 40 | $5.40K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 40 | $5.40K | 0.00% | 00.0% | Unchanged |
| American National Bank | 40 | $5.40K | 0.00% | +40 | New |
| CBIZ Investment Advisory Services, LLC | 41 | $5.54K | 0.00% | +41 | New |
| GoalVest Advisory LLC | 42 | $5.67K | 0.00% | −108−72.0% | Reduced |
| Park Place Capital Corp | 42 | $5.67K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 45 | $6.08K | 0.00% | +14+45.2% | Added |
| Blue Bell Private Wealth Management, LLC | 45 | $6.08K | 0.00% | +15+50.0% | Added |
| ZRC Wealth Management, LLC | 45 | $6.08K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 46 | $6.21K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 46 | $6.21K | 0.00% | +46 | New |
| Strategic Investment Solutions, Inc. | 1,050 | $6.52K | 0.00% | +1,050 | New |
| Crewe Advisors LLC | 49 | $6.62K | 0.00% | −6−10.9% | Reduced |
| Cornerstone Planning Group LLC | 61 | $6.87K | 0.00% | +33+117.9% | Added |
| Continuum Advisory, LLC | 51 | $6.89K | 0.00% | −78−60.5% | Reduced |
| Carmichael Hill & Associates, Inc. | 51 | $6.89K | 0.00% | −2−3.8% | Reduced |
| Key Financial Inc | 52 | $7.03K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 63 | $8.51K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 65 | $8.78K | 0.00% | −18−21.7% | Reduced |
| Winch Advisory Services, LLC | 66 | $8.92K | 0.00% | +18+37.5% | Added |
| Avion Wealth | 70 | $9.00K | 0.00% | +55+366.7% | Added |
| Creative Financial Designs Inc | 67 | $9.05K | 0.00% | +19+39.6% | Added |
| JJJ Advisors Inc. | 69 | $9.32K | 0.00% | −115−62.5% | Reduced |
| Legacy Bridge, LLC | 71 | $9.59K | 0.01% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 68 | $9.71K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 72 | $9.73K | 0.00% | +39+118.2% | Added |
| Sachetta, LLC | 83 | $10.7K | 0.00% | −11−11.7% | Reduced |
| Old Second National Bank of Aurora | 80 | $10.8K | 0.00% | +80 | New |
| TFC Financial Management | 80 | $10.8K | 0.00% | −2−2.4% | Reduced |