| PrairieView Partners, LLC | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 8 | $0 | 0.00% | +8 | New |
| Strengthening Families & Communities, LLC | 5 | $0 | 0.00% | +5 | New |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Brown Brothers Harriman & Co | 2 | $160 | 0.00% | −351−99.4% | Reduced |
| Cherry Tree Wealth Management, LLC | 3 | $200 | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 5 | $400 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5 | $400 | 0.00% | +5 | New |
| Caitlin John, LLC | 5 | $425 | 0.00% | +1+25.0% | Added |
| Planning Capital Management Corp | 8 | $640 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 9 | $720 | 0.00% | +3+50.0% | Added |
| TFC Financial Management | 10 | $799 | 0.00% | +6+150.0% | Added |
| Coastal Investment Advisors, Inc. | 11 | $879 | 0.00% | −130−92.2% | Reduced |
| Atlas Capital Advisors LLC | 11 | $879 | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 11 | $879 | 0.00% | +11 | New |
| Trifecta Capital Advisors, LLC | 12 | $959 | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 12 | $959 | 0.00% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 10 | $979 | 0.00% | +10 | New |
| Householder Group Estate & Retirement Specialist, LLC | 20 | $1.00K | 0.00% | +20 | New |
| Semmax Financial Advisors Inc. | 11 | $1.07K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 15 | $1.20K | 0.00% | −15−50.0% | Reduced |
| Ashton Thomas Private Wealth, LLC | 15 | $1.20K | 0.00% | +15 | New |
| Dunhill Financial, LLC | 15 | $1.22K | 0.00% | +3+25.0% | Added |
| Proffitt & Goodson Inc | 17 | $1.36K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 18 | $1.44K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 20 | $1.60K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 20 | $1.60K | 0.00% | +3+17.6% | Added |
| Bell Investment Advisors, Inc | 21 | $1.68K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 22 | $1.76K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 26 | $2.08K | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 26 | $2.08K | 0.00% | +26 | New |
| Glen Eagle Advisors, LLC | 28 | $2.21K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 28 | $2.28K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 30 | $2.40K | 0.00% | −74−71.2% | Reduced |
| Raleigh Capital Management Inc. | 30 | $2.40K | 0.00% | +5+20.0% | Added |
| Raffa Wealth Management, LLC | 32 | $2.56K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 32 | $2.56K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 32 | $2.56K | 0.00% | −8−20.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 33 | $2.64K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 33 | $2.64K | 0.00% | +33 | New |
| Red Tortoise LLC | 34 | $2.72K | 0.00% | −15−30.6% | Reduced |
| NVWM, LLC | 37 | $2.93K | 0.00% | −594−94.1% | Reduced |
| Private Wealth Management Group, LLC | 42 | $3.36K | 0.00% | −59−58.4% | Reduced |
| Mascoma Wealth Management LLC | 43 | $3.41K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 43 | $3.44K | 0.00% | +43 | New |
| Resources Management Corp | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 52 | $4.15K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 44 | $4.21K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 54 | $4.32K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 55 | $4.39K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 58 | $4.56K | 0.01% | +2+3.6% | Added |
| Oliver Lagore Vanvalin Investment Group | 60 | $4.79K | 0.00% | 00.0% | Unchanged |
| Family Firm, Inc. | 60 | $4.79K | 0.00% | +60 | New |
| Manchester Capital Management LLC | 62 | $4.95K | 0.00% | +18+40.9% | Added |
| West Paces Advisors Inc. | 64 | $5.11K | 0.00% | −14−17.9% | Reduced |
| Lynx Investment Advisory | 65 | $5.19K | 0.00% | +65 | New |
| Grayhawk Investment Strategies Inc. | 68 | $5.43K | 0.02% | 00.0% | Unchanged |
| Custom Portfolio Group LLC | 70 | $5.59K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 70 | $5.59K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 74 | $5.91K | 0.00% | −45−37.8% | Reduced |
| McIlrath & Eck, LLC | 75 | $5.99K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 75 | $5.99K | 0.00% | +75 | New |
| Bruce G. Allen Investments, LLC | 78 | $6.23K | 0.01% | −33−29.7% | Reduced |
| Zions Bancorporation, N.A. | 82 | $6.55K | 0.00% | −17−17.2% | Reduced |
| JFS Wealth Advisors, LLC | 82 | $6.55K | 0.00% | +5+6.5% | Added |
| Founders Capital Management | 83 | $6.63K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 85 | $6.79K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 100 | $7.99K | 0.00% | −314−75.8% | Reduced |
| AllSquare Wealth Management LLC | 100 | $7.99K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 100 | $7.99K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 100 | $7.99K | 0.00% | +40+66.7% | Added |
| Valley National Advisers Inc | 120 | $9.00K | 0.00% | −75−38.5% | Reduced |
| GW&K Investment Management, LLC | 118 | $9.00K | 0.00% | +28+31.1% | Added |
| Mark Sheptoff Financial Planning, LLC | 50 | $9.13K | 0.01% | 00.0% | Unchanged |
| First United Bank Trust | 125 | $9.99K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 125 | $9.99K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 126 | $10.1K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 96 | $10.2K | 0.00% | −9−8.6% | Reduced |
| Meeder Asset Management Inc | 129 | $10.3K | 0.00% | −443−77.4% | Reduced |
| Aspect Partners, LLC | 131 | $10.5K | 0.01% | +2+1.6% | Added |
| Washington Trust Co | 133 | $10.6K | 0.00% | 00.0% | Unchanged |
| City State Bank | 133 | $10.6K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 134 | $10.7K | 0.01% | +1+0.8% | Added |
| TD Waterhouse Canada Inc. | 138 | $10.8K | 0.00% | 00.0% | Unchanged |
| Partnership Wealth Management, LLC | 135 | $10.8K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 136 | $10.9K | 0.00% | −3,580−96.3% | Reduced |
| MV Capital Management, Inc. | 136 | $10.9K | 0.00% | −218−61.6% | Reduced |
| Covestor Ltd | 141 | $11.0K | 0.01% | −19−11.9% | Reduced |
| Sunbelt Securities, Inc. | 141 | $11.2K | 0.00% | +2+1.4% | Added |
| Kelly Financial Services LLC | 141 | $11.3K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 147 | $11.7K | 0.00% | +22+17.6% | Added |
| FinTrust Capital Advisors, LLC | 151 | $12.1K | 0.00% | +26+20.8% | Added |
| AdvisorNet Financial, Inc | 151 | $12.1K | 0.00% | −2−1.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 152 | $12.1K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 154 | $12.3K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 158 | $12.6K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 165 | $13.2K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 196 | $15.7K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 198 | $15.8K | 0.01% | +1+0.5% | Added |