| Quest 10 Wealth Builders, Inc. | 0 | $1.02K | 0.00% | 0 | Unchanged |
| Beaird Harris Wealth Management, LLC | 0 | $2.20K | 0.00% | 0 | Unchanged |
| 1620 Investment Advisors, Inc. | 0 | $2.60K | 0.00% | 0 | Unchanged |
| Coston, McIsaac & Partners | 1 | $5.00K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 1 | $5.19K | 0.00% | +1 | New |
| Bank of Jackson Hole Trust | 1 | $5.36K | 0.00% | −2−66.7% | Reduced |
| New Millennium Group LLC | 1 | $5.36K | 0.00% | −1−50.0% | Reduced |
| Cedar Mountain Advisors, LLC | 1 | $5.36K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 1 | $5.36K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 1 | $5.36K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 1 | $5.36K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 1 | $5.36K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 1 | $5.36K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 1 | $5.36K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 1 | $5.36K | 0.00% | +1 | New |
| Joseph Group Capital Management | 1 | $5.36K | 0.00% | +1 | New |
| Tidemark, LLC | 1 | $5.36K | 0.00% | +1 | New |
| Key Capital Management, INC | 1 | $5.36K | 0.01% | +1 | New |
| Cornerstone Financial Management LLC | 1 | $5.36K | 0.01% | +1 | New |
| Bayban | 1 | $5.36K | 0.00% | +1 | New |
| Intesa Sanpaolo Wealth Management | 1 | $5.36K | 0.00% | +1 | New |
| Paladin Partners, LLC | 1 | $5.36K | 0.00% | +1 | New |
| Winnow Wealth LLC | 1 | $5.36K | 0.00% | −1−50.0% | Reduced |
| Tradewinds Capital Management, LLC | 1 | $5.36K | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1 | $5.36K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 1 | $5.36K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 1 | $5.36K | 0.00% | +1 | New |
| Legacy Wealth Managment, LLC | 1 | $5.36K | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $5.36K | 0.00% | +1 | New |
| PFS Partners, LLC | 1 | $5.37K | 0.00% | +1 | New |
| Silicon Valley Capital Partners | 1 | $5.38K | 0.00% | −4−80.0% | Reduced |
| Atomic Invest LLC | 1 | $7.92K | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 2 | $10.7K | 0.00% | +1+100.0% | Added |
| Atlas Capital Advisors LLC | 2 | $10.7K | 0.00% | +2 | New |
| Union Savings Bank | 2 | $10.7K | 0.00% | +2 | New |
| Dogwood Wealth Management LLC | 2 | $10.7K | 0.00% | −191−99.0% | Reduced |
| Arlington Trust Co LLC | 2 | $10.7K | 0.00% | −12−85.7% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 2 | $10.7K | 0.00% | −3−60.0% | Reduced |
| Bare Financial Services, Inc | 2 | $10.7K | 0.00% | −2−50.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 2 | $10.7K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 2 | $10.7K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 2 | $10.7K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 2 | $10.7K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 2 | $10.7K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 2 | $10.7K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 2 | $10.7K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 2 | $10.7K | 0.01% | 00.0% | Unchanged |
| Syntax Research, Inc. | 2 | $10.7K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 2 | $10.7K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 2 | $10.7K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 2 | $10.7K | 0.00% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 2 | $10.7K | 0.01% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 2 | $10.7K | 0.01% | 00.0% | Unchanged |
| Sherman Asset Management, Inc. | 2 | $10.7K | 0.01% | 00.0% | Unchanged |
| Clark Wealth Partners | 2 | $10.7K | 0.01% | 00.0% | Unchanged |
| PayPay Securities Corp | 2 | $10.7K | 0.31% | 00.0% | Unchanged |
| Palouse Capital Management, Inc. | 2 | $10.7K | 0.01% | +2 | New |
| Clayton Financial Group LLC | 2 | $10.7K | 0.01% | +2 | New |
| Fairway Wealth LLC | 2 | $10.7K | 0.00% | +2 | New |
| Wilkerson Advisory Group LLC | 2 | $10.7K | 0.00% | +2 | New |
| Strive Financial Group ,LLC | 2 | $10.7K | 0.01% | +2 | New |
| Estate Planners Group, LLC | 2 | $10.7K | 0.00% | +2 | New |
| Maseco LLP | 2 | $10.7K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 3 | $15.2K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 3 | $16.0K | 0.00% | 00.0% | Unchanged |
| EMC Capital Management | 3 | $16.0K | 0.01% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 3 | $16.1K | 0.01% | +2+200.0% | Added |
| Bernard Wealth Management Corp. | 3 | $16.1K | 0.01% | −1−25.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 3 | $16.1K | 0.00% | 00.0% | Unchanged |
| Trust Co | 3 | $16.1K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 3 | $16.1K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 3 | $16.1K | 0.01% | 00.0% | Unchanged |
| City State Bank | 3 | $16.1K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 3 | $16.1K | 0.01% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 3 | $16.1K | 0.01% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 3 | $16.1K | 0.01% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 3 | $16.1K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 3 | $16.1K | 0.01% | +3 | New |
| Tucker Asset Management LLC | 3 | $16.1K | 0.00% | +3 | New |
| Ankerstar Wealth, LLC | 3 | $16.1K | 0.02% | +3 | New |
| Gilpin Wealth Management, LLC | 3 | $16.1K | 0.01% | +3 | New |
| Curio Wealth, LLC | 3 | $16.3K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 4 | $18.0K | 0.01% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 4 | $21.4K | 0.01% | +1+33.3% | Added |
| Old Second National Bank of Aurora | 4 | $21.4K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 4 | $21.4K | 0.00% | 00.0% | Unchanged |
| Imprint Wealth LLC | 4 | $21.4K | 0.10% | 00.0% | Unchanged |
| Centennial Bank | 4 | $21.4K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 4 | $21.4K | 0.01% | +1+33.3% | Added |
| Bogart Wealth, LLC | 4 | $21.4K | 0.00% | +2+100.0% | Added |
| DiNuzzo Private Wealth, Inc. | 4 | $21.4K | 0.00% | −1−20.0% | Reduced |
| Albion Financial Group | 4 | $21.4K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 4 | $21.4K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 4 | $21.4K | 0.00% | +1+33.3% | Added |
| Miller Capital Partners, Inc. | 4 | $21.4K | 0.01% | +4 | New |
| Quattro Advisors LLC | 4 | $21.8K | 0.02% | +4 | New |
| Kerr Financial Planning Corp | 5 | $22.5K | 0.03% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 5 | $26.0K | 0.01% | −2−28.6% | Reduced |
| One River Asset Management, LLC | 5 | $26.8K | 0.02% | −13−72.2% | Reduced |
| Davis Capital Management | 5 | $26.8K | 0.02% | −1−16.7% | Reduced |