| PrairieView Partners, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $4 | 0.00% | 0 | New |
| Investment Research & Advisory Group, Inc. | 1 | $26 | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 2 | $40 | 0.00% | +2 | New |
| PFS Partners, LLC | 2 | $53 | 0.00% | +2 | New |
| Financial Perspectives, Inc | 2 | $62 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 2 | $62 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 3 | $94 | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 4 | $104 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 10 | $267 | 0.00% | −42−80.8% | Reduced |
| WestEnd Advisors, LLC | 11 | $287 | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 14 | $366 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 15 | $392 | 0.00% | 00.0% | Unchanged |
| City Holding Co | 20 | $522 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 21 | $549 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 21 | $559 | 0.00% | −8−27.6% | Reduced |
| Sachetta, LLC | 22 | $575 | 0.00% | +22 | New |
| Wolff Wiese Magana LLC | 27 | $705 | 0.00% | +15+125.0% | Added |
| Trifecta Capital Advisors, LLC | 37 | $967 | 0.00% | +37 | New |
| First PREMIER Bank | 30 | $1.00K | 0.00% | +30 | New |
| Wetzel Investment Advisors, Inc. | 50 | $1.00K | 0.00% | +50 | New |
| Long Island Wealth Management, Inc. | 20 | $1.00K | 0.00% | +20 | New |
| American National Bank | 45 | $1.18K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 50 | $1.31K | 0.00% | −1−2.0% | Reduced |
| Global Wealth Strategies & Associates | 50 | $1.31K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 52 | $1.35K | 0.00% | +52 | New |
| CNB Bank | 57 | $1.49K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 58 | $1.51K | 0.00% | +58 | New |
| American Capital Advisory, LLC | 60 | $1.58K | 0.00% | +60 | New |
| Prestige Wealth Management Group LLC | 67 | $1.75K | 0.00% | +52+346.7% | Added |
| Clear Street Markets LLC | 69 | $2.00K | 0.00% | −2,228−97.0% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 96 | $2.00K | 0.00% | +46+92.0% | Added |
| Concord Wealth Partners | 85 | $2.22K | 0.00% | −2−2.3% | Reduced |
| Kozak & Associates, Inc. | 102 | $2.33K | 0.00% | +2+2.0% | Added |
| St. Johns Investment Management Company, LLC | 100 | $2.61K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 100 | $2.61K | 0.00% | +100 | New |
| BFSG, LLC | 100 | $2.61K | 0.00% | +100 | New |
| Game Plan Financial Advisors, LLC | 100 | $2.61K | 0.00% | +100 | New |
| NewSquare Capital LLC | 101 | $2.64K | 0.00% | −21−17.2% | Reduced |
| PayPay Securities Corp | 101 | $2.65K | 0.13% | +25+32.9% | Added |
| SOA Wealth Advisors, LLC. | 102 | $2.67K | 0.00% | −59−36.6% | Reduced |
| Pathway Financial Advisers, LLC | 113 | $2.95K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 128 | $3.00K | 0.00% | −206−61.7% | Reduced |
| FSA Wealth Management LLC | 100 | $3.00K | 0.00% | +100 | New |
| Toth Financial Advisory Corp | 117 | $3.06K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 122 | $3.19K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 125 | $3.26K | 0.00% | −1,933−93.9% | Reduced |
| Bell Investment Advisors, Inc | 148 | $3.87K | 0.00% | −866−85.4% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 151 | $3.95K | 0.00% | +3+2.0% | Added |
| NBT Bank N A | 160 | $4.18K | 0.00% | +160 | New |
| Caitlin John, LLC | 161 | $4.21K | 0.00% | +161 | New |
| RFP Financial Group LLC | 172 | $4.49K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 179 | $4.67K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $4.79K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 180 | $5.00K | 0.00% | −3,825−95.5% | Reduced |
| Hobbs Group Advisors, LLC | 193 | $5.04K | 0.00% | +193 | New |
| MB, Levis & Associates, LLC | 195 | $5.08K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 200 | $5.22K | 0.00% | +100+100.0% | Added |
| Davis Capital Management | 200 | $5.22K | 0.01% | +200 | New |
| Atlantic Edge Private Wealth Management, LLC | 200 | $5.22K | 0.00% | +200 | New |
| DHJJ Financial Advisors, Ltd. | 205 | $5.35K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 212 | $5.54K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 221 | $5.77K | 0.00% | +16+7.8% | Added |
| Salomon & Ludwin, LLC | 269 | $5.98K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 221 | $6.00K | 0.00% | +33+17.6% | Added |
| Abound Wealth Management | 230 | $6.01K | 0.00% | +3+1.3% | Added |
| Salem Investment Counselors Inc | 240 | $6.27K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 245 | $6.40K | 0.00% | −51−17.2% | Reduced |
| Quintet Private Bank (Europe) S.A. | 250 | $6.53K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 263 | $6.87K | 0.00% | +263 | New |
| Thompson Siegel & Walmsley LLC | 250 | $7.00K | 0.00% | −100−28.6% | Reduced |
| Glass Jacobson Investment Advisors llc | 272 | $7.10K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 273 | $7.13K | 0.01% | +273 | New |
| C M Bidwell & Associates Ltd | 286 | $7.47K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 305 | $7.95K | 0.00% | +3+1.0% | Added |
| Zions Bancorporation, N.A. | 334 | $8.72K | 0.00% | −324−49.2% | Reduced |
| Armstrong Advisory Group, Inc | 337 | $8.81K | 0.00% | −383−53.2% | Reduced |
| Financial Avengers, Inc. | 339 | $8.84K | 0.01% | +7+2.1% | Added |
| Coston, McIsaac & Partners | 368 | $9.00K | 0.00% | −383−51.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 361 | $9.43K | 0.00% | +114+46.2% | Added |
| Carolinas Wealth Consulting LLC | 362 | $9.45K | 0.00% | +7+2.0% | Added |
| Hollencrest Capital Management | 375 | $9.79K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 379 | $9.90K | 0.00% | −19−4.8% | Reduced |
| BOK Financial Private Wealth, Inc. | 400 | $10.4K | 0.00% | +400 | New |
| First United Bank Trust | 407 | $10.6K | 0.00% | +407 | New |
| TD Capital Management LLC | 412 | $10.8K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 414 | $10.8K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 415 | $10.8K | 0.00% | −1,499−78.3% | Reduced |
| Fairfield, Bush & Co. | 416 | $10.9K | 0.01% | +416 | New |
| Pin Oak Investment Advisors Inc | 424 | $11.0K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 423 | $11.0K | 0.00% | −100−19.1% | Reduced |
| Rosenberg Matthew Hamilton | 425 | $11.1K | 0.00% | −701−62.3% | Reduced |
| Grove Bank & Trust | 431 | $11.3K | 0.00% | −2,056−82.7% | Reduced |
| AdvisorNet Financial, Inc | 431 | $11.3K | 0.00% | −65−13.1% | Reduced |
| Bruce G. Allen Investments, LLC | 440 | $11.5K | 0.01% | +440 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 450 | $11.7K | 0.01% | +450 | New |
| Stephens Consulting, LLC | 454 | $11.9K | 0.00% | −43−8.7% | Reduced |
| Webster Bank, N. A. | 458 | $12.0K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 462 | $12.1K | 0.01% | +84+22.2% | Added |
| Park Place Capital Corp | 492 | $12.8K | 0.01% | −181−26.9% | Reduced |