| Capital Advisors, Ltd. LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 1 | $76 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 1 | $77 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $77 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 2 | $152 | 0.00% | −2−50.0% | Reduced |
| Principia Wealth Advisory, LLC | 2 | $152 | 0.00% | −2−50.0% | Reduced |
| Quattro Advisors LLC | 2 | $152 | 0.00% | +2 | New |
| Arcadia Investment Management Corp | 2 | $153 | 0.00% | +2 | New |
| Seneschal Advisors, LLC | 2 | $153 | 0.00% | +2 | New |
| Anfield Capital Management, LLC | 3 | $228 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 3 | $228 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 3 | $228 | 0.00% | +3 | New |
| Quaker Wealth Management, LLC | 4 | $305 | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 4 | $330 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 5 | $380 | 0.00% | +5 | New |
| Valued Wealth Advisors LLC | 5 | $381 | 0.00% | +2+66.7% | Added |
| UMA Financial Services, Inc. | 7 | $533 | 0.00% | −312−97.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 7 | $533 | 0.00% | −32−82.1% | Reduced |
| IMG Wealth Management, Inc. | 7 | $533 | 0.00% | −13−65.0% | Reduced |
| North Star Investment Management Corp. | 7 | $533 | 0.00% | 00.0% | Unchanged |
| Pandora Wealth, Inc. | 7 | $533 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 7 | $533 | 0.00% | +7 | New |
| Cape Investment Advisory, Inc. | 8 | $609 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 8 | $609 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 9 | $685 | 0.00% | −10,398−99.9% | Reduced |
| Abound Wealth Management | 9 | $685 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 9 | $685 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 10 | $761 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 10 | $761 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 10 | $761 | 0.00% | 00.0% | Unchanged |
| Paladin Partners, LLC | 12 | $913 | 0.00% | +12 | New |
| ZRC Wealth Management, LLC | 12 | $914 | 0.00% | −613−98.1% | Reduced |
| CWM Advisors, LLC | 12 | $916 | 0.00% | +12 | New |
| LRI Investments, LLC | 13 | $989 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 13 | $989 | 0.00% | +8+160.0% | Added |
| MidFirst Bank | 13 | $989 | 0.00% | +13 | New |
| ORG Partners LLC | 14 | $1.06K | 0.00% | −23−62.2% | Reduced |
| CoreCap Advisors, LLC | 14 | $1.06K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 14 | $1.06K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 14 | $1.06K | 0.00% | +13+1,300.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 14 | $1.07K | 0.00% | +14 | New |
| Bullock Wealth Management Group | 16 | $1.22K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 16 | $1.22K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 17 | $1.29K | 0.00% | +17 | New |
| Optima Capital LLC | 18 | $1.37K | 0.00% | +18 | New |
| St Germain D J Co Inc | 19 | $1.45K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 20 | $1.52K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 21 | $1.60K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 21 | $1.60K | 0.00% | +3+16.7% | Added |
| Torren Management, LLC | 21 | $1.60K | 0.00% | +21 | New |
| NBT Bank N A | 76 | $1.90K | 0.00% | −10−11.6% | Reduced |
| WealthCollab, LLC | 26 | $1.98K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 27 | $2.00K | 0.00% | −9−25.0% | Reduced |
| T. Rowe Price Investment Management, Inc. | 16 | $2.00K | 0.00% | −14−46.7% | Reduced |
| CVA Family Office, LLC | 28 | $2.13K | 0.00% | −32−53.3% | Reduced |
| Anchor Investment Management, LLC | 28 | $2.13K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 28 | $2.13K | 0.00% | +2+7.7% | Added |
| Trust Co of Vermont | 30 | $2.28K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 30 | $2.28K | 0.00% | +30 | New |
| Rialto Wealth Management, LLC | 31 | $2.36K | 0.00% | +3+10.7% | Added |
| Hoey Investments, Inc | 32 | $2.44K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 33 | $2.51K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 35 | $2.66K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 38 | $2.89K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 45 | $3.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 40 | $3.04K | 0.00% | +12+42.9% | Added |
| Clayton Financial Group LLC | 41 | $3.12K | 0.00% | +41 | New |
| Horizon Financial Services, LLC | 42 | $3.20K | 0.00% | +42 | New |
| St. Johns Investment Management Company, LLC | 45 | $3.42K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 46 | $3.50K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 46 | $3.50K | 0.00% | +6+15.0% | Added |
| Howard Hughes Medical Institute | 47 | $3.58K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 48 | $3.65K | 0.00% | +35+269.2% | Added |
| Aventura Private Wealth, LLC | 50 | $3.81K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 50 | $3.81K | 0.00% | +50 | New |
| IMA Wealth, Inc. | 52 | $3.96K | 0.00% | +49+1,633.3% | Added |
| Hollencrest Capital Management | 52 | $3.96K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 53 | $4.03K | 0.00% | +9+20.5% | Added |
| Caldwell Sutter Capital, Inc. | 55 | $4.18K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 55 | $4.18K | 0.00% | +55 | New |
| Raffa Wealth Management, LLC | 56 | $4.26K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 60 | $4.53K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 62 | $4.72K | 0.00% | +62 | New |
| Kilter Group LLC | 64 | $4.87K | 0.00% | +46+255.6% | Added |
| PMV Capital Advisers, LLC | 64 | $4.87K | 0.01% | +64 | New |
| Acumen Wealth Advisors, LLC | 65 | $4.95K | 0.00% | +65 | New |
| Trust Co of Toledo NA | 66 | $5.02K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 68 | $5.14K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 68 | $5.17K | 0.00% | −3−4.2% | Reduced |
| Creative Financial Designs Inc | 72 | $5.48K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 72 | $5.66K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 75 | $5.71K | 0.00% | 00.0% | Unchanged |
| Bayban | 75 | $5.71K | 0.01% | +75 | New |
| Wellington-Altus USA Inc. | 77 | $5.86K | 0.00% | +77 | New |
| Westfuller Advisors, LLC | 91 | $6.92K | 0.00% | −29−24.2% | Reduced |
| Meeder Asset Management Inc | 92 | $7.00K | 0.00% | −113−55.1% | Reduced |
| MV Capital Management, Inc. | 96 | $7.30K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 98 | $7.46K | 0.00% | +98 | New |
| Cornerstone Planning Group LLC | 97 | $7.55K | 0.00% | −23−19.2% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 100 | $7.61K | 0.00% | 00.0% | Unchanged |