| Dogwood Wealth Management LLC | 0 | $15 | 0.00% | 0 | Unchanged |
| McClarren Financial Advisors, Inc. | 680 | $117 | 0.08% | +335+97.1% | Added |
| Gilliland Jeter Wealth Management LLC | 2 | $681 | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 2 | $681 | 0.00% | +2 | New |
| Atwood & Palmer Inc | 3 | $1.02K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 4 | $1.36K | 0.00% | −1−20.0% | Reduced |
| Redwood Wealth Management Group, LLC | 4 | $1.36K | 0.00% | +4 | New |
| Kozak & Associates, Inc. | 5 | $1.67K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 6 | $2.04K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 6 | $2.04K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 6 | $2.04K | 0.00% | +1+20.0% | Added |
| NVWM, LLC | 6 | $2.04K | 0.00% | +1+20.0% | Added |
| Chesapeake Asset Management LLC | 7 | $2.38K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 7 | $2.38K | 0.00% | +2+40.0% | Added |
| Richardson Capital Management LLC | 8 | $2.72K | 0.00% | +8 | New |
| Iron Horse Wealth Management, LLC | 9 | $3.06K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 9 | $3.06K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 9 | $3.06K | 0.00% | +9 | New |
| Delos Wealth Advisors, LLC | 10 | $3.40K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 10 | $3.40K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 10 | $3.40K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 10 | $3.40K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 10 | $3.40K | 0.00% | +10 | New |
| Pacific Center for Financial Services | 11 | $3.74K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 12 | $4.09K | 0.00% | 00.0% | Unchanged |
| City State Bank | 13 | $4.42K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 14 | $4.76K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 14 | $4.76K | 0.00% | +2+16.7% | Added |
| BNP Paribas | 15 | $5.10K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 15 | $5.10K | 0.00% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 15 | $5.10K | 0.00% | +15 | New |
| Global Financial Private Client, LLC | 16 | $5.44K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 17 | $5.78K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 17 | $5.78K | 0.00% | +13+325.0% | Added |
| Hobbs Group Advisors, LLC | 17 | $5.78K | 0.00% | +17 | New |
| Wolff Wiese Magana LLC | 18 | $6.13K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 18 | $6.13K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 18 | $6.13K | 0.00% | +18 | New |
| Strategic Investment Solutions, Inc. | 21 | $6.76K | 0.00% | +21 | New |
| Your Advocates Ltd., LLP | 20 | $6.80K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 23 | $7.00K | 0.00% | +6+35.3% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 20 | $7.00K | 0.00% | +20 | New |
| Triad Wealth Partners, LLC | 23 | $7.83K | 0.00% | +23 | New |
| Fairfield Financial Advisors, LTD | 26 | $8.83K | 0.00% | +26 | New |
| Rakuten Securities, Inc. | 26 | $8.85K | 0.00% | −30−53.6% | Reduced |
| Annapolis Financial Services, LLC | 27 | $9.19K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 28 | $9.53K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 28 | $9.53K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 30 | $10.0K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 30 | $10.2K | 0.02% | 00.0% | Unchanged |
| Fairway Wealth LLC | 30 | $10.2K | 0.01% | +30 | New |
| NewSquare Capital LLC | 30 | $10.2K | 0.00% | +30 | New |
| Ridgewood Investments LLC | 30 | $10.3K | 0.01% | +30 | New |
| Lynx Investment Advisory | 31 | $10.4K | 0.01% | +31 | New |
| REAP Financial Group, LLC | 32 | $10.7K | 0.00% | −3−8.6% | Reduced |
| Family Firm, Inc. | 34 | $11.4K | 0.00% | +34 | New |
| Unique Wealth Strategies, LLC | 33 | $11.8K | 0.01% | +33 | New |
| Delta Asset Management LLC | 35 | $11.9K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 35 | $11.9K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 35 | $12.0K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 38 | $12.8K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 37 | $12.9K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 38 | $12.9K | 0.00% | −4−9.5% | Reduced |
| Dunhill Financial, LLC | 39 | $13.3K | 0.01% | +7+21.9% | Added |
| Cypress Capital, LLC | 40 | $13.6K | 0.00% | +40 | New |
| Country Trust Bank | 41 | $13.9K | 0.00% | +41 | New |
| Barrett & Company, Inc. | 42 | $14.3K | 0.01% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 43 | $14.6K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 43 | $14.6K | 0.01% | −35−44.9% | Reduced |
| HighMark Wealth Management LLC | 43 | $14.7K | 0.01% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 44 | $15.0K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 44 | $15.0K | 0.00% | +21+91.3% | Added |
| First Pacific Financial | 48 | $16.3K | 0.00% | 00.0% | Unchanged |
| Bray Capital Advisors | 50 | $17.0K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 50 | $17.0K | 0.01% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 50 | $17.0K | 0.01% | +50 | New |
| Front Row Advisors LLC | 50 | $17.1K | 0.01% | −12−19.4% | Reduced |
| CBIZ Investment Advisory Services, LLC | 50 | $17.1K | 0.00% | −50−50.0% | Reduced |
| America First Investment Advisors, LLC | 51 | $17.4K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 51 | $17.4K | 0.00% | +10+24.4% | Added |
| POM Investment Strategies, LLC | 51 | $17.4K | 0.01% | +43+537.5% | Added |
| Creekmur Asset Management LLC | 53 | $18.0K | 0.00% | +16+43.2% | Added |
| MB, Levis & Associates, LLC | 56 | $19.1K | 0.01% | −12−17.6% | Reduced |
| Pathway Financial Advisers, LLC | 58 | $19.5K | 0.01% | +1+1.8% | Added |
| Cetera Trust Company, N.A | 58 | $19.7K | 0.01% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 59 | $20.1K | 0.00% | +59 | New |
| Transamerica Financial Advisors, Inc. | 61 | $21.0K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 62 | $21.0K | 0.01% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 62 | $21.1K | 0.00% | +62 | New |
| DT Investment Partners, LLC | 63 | $21.4K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 64 | $21.6K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 66 | $22.0K | 0.01% | +66 | New |
| Grove Bank & Trust | 66 | $22.5K | 0.00% | −11−14.3% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 66 | $22.5K | 0.00% | +66 | New |
| Quarry LP | 67 | $22.8K | 0.01% | −50−42.7% | Reduced |
| Orion Capital Management LLC | 67 | $22.8K | 0.01% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 70 | $23.8K | 0.02% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 35 | $24.0K | 0.02% | −10−22.2% | Reduced |
| Creative Capital Management Investments LLC | 71 | $24.2K | 0.01% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 72 | $24.5K | 0.00% | +72 | New |