| Lloyd Advisory Services, LLC. | 0 | $30 | 0.00% | 0 | New |
| Loomis Sayles & Co L P | 0 | $35 | 0.00% | 0 | Unchanged |
| CWM Advisors, LLC | 1 | $46 | 0.00% | +1 | New |
| Winnow Wealth LLC | 1 | $89 | 0.00% | −11−91.7% | Reduced |
| Toth Financial Advisory Corp | 1 | $89 | 0.00% | +1 | New |
| IMA Wealth, Inc. | 2 | $177 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 2 | $178 | 0.00% | 00.0% | Unchanged |
| Litman Gregory Asset Management LLC | 2 | $178 | 0.00% | +2 | New |
| Whipplewood Advisors, LLC | 2 | $178 | 0.00% | +2 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 3 | $255 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 4 | $355 | 0.00% | −58−93.5% | Reduced |
| Davis Capital Management | 4 | $355 | 0.00% | +4 | New |
| Three Bearings Fiduciary Advisors, Inc. | 5 | $435 | 0.00% | +5 | New |
| Caitlin John, LLC | 5 | $442 | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 5 | $444 | 0.00% | +5 | New |
| Crewe Advisors LLC | 5 | $445 | 0.00% | +5 | New |
| Optima Capital LLC | 6 | $533 | 0.00% | +6 | New |
| TFC Financial Management | 6 | $534 | 0.00% | +4+200.0% | Added |
| City State Bank | 7 | $622 | 0.00% | +7 | New |
| Operose Advisors LLC | 8 | $711 | 0.00% | 00.0% | Unchanged |
| NorthAvenue LLC | 8 | $711 | 0.00% | +8 | New |
| Bare Financial Services, Inc | 9 | $800 | 0.00% | −35−79.5% | Reduced |
| American Capital Advisory, LLC | 9 | $800 | 0.00% | +4+80.0% | Added |
| Godfrey Financial Associates, Inc. | 9 | $800 | 0.00% | +9 | New |
| Advocate Investing Services LLC | 9 | $800 | 0.00% | +9 | New |
| St Germain D J Co Inc | 10 | $889 | 0.00% | 00.0% | Unchanged |
| Miller Global Investments, LLC | 11 | $978 | 0.00% | +11 | New |
| North Star Investment Management Corp. | 12 | $1.07K | 0.00% | +12 | New |
| Wealth Preservation Advisors, LLC | 13 | $1.16K | 0.00% | 00.0% | Unchanged |
| Merited Wealth, LLC | 13 | $1.16K | 0.00% | +13 | New |
| Stephens Consulting, LLC | 13 | $1.16K | 0.00% | +13 | New |
| HighMark Wealth Management LLC | 15 | $1.33K | 0.00% | +15 | New |
| Keating Financial Advisory Services, Inc. | 16 | $1.42K | 0.00% | +16 | New |
| Rialto Wealth Management, LLC | 17 | $1.51K | 0.00% | +12+240.0% | Added |
| Tradewinds Capital Management, LLC | 18 | $1.60K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 20 | $1.78K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 20 | $1.78K | 0.00% | +7+53.8% | Added |
| Quaker Wealth Management, LLC | 20 | $1.78K | 0.00% | +12+150.0% | Added |
| Investors Portfolio Services LLC | 20 | $1.79K | 0.00% | +20 | New |
| Holos Integrated Wealth LLC | 22 | $1.95K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 22 | $1.96K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 22 | $1.96K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 22 | $1.96K | 0.00% | −37−62.7% | Reduced |
| JNBA Financial Advisors | 22 | $1.96K | 0.00% | +22 | New |
| Wealth Watch Advisors, INC | 23 | $2.04K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 23 | $2.04K | 0.00% | +16+228.6% | Added |
| Dogwood Wealth Management LLC | 24 | $2.13K | 0.00% | −11−31.4% | Reduced |
| Sunrise Financial Services, LLC | 24 | $2.13K | 0.00% | +24 | New |
| Bell Investment Advisors, Inc | 25 | $2.22K | 0.00% | −57−69.5% | Reduced |
| Kilter Group LLC | 25 | $2.22K | 0.00% | −15−37.5% | Reduced |
| Turning Point Benefit Group, Inc. | 27 | $2.40K | 0.00% | +27 | New |
| Compass Financial Services Inc | 30 | $2.65K | 0.00% | −122−80.3% | Reduced |
| Key Financial Inc | 30 | $2.67K | 0.00% | −303−91.0% | Reduced |
| Red Tortoise LLC | 30 | $2.67K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 31 | $2.75K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 31 | $2.75K | 0.00% | +31 | New |
| Bangor Savings Bank | 33 | $2.93K | 0.00% | +33 | New |
| American National Bank | 34 | $3.02K | 0.00% | +34 | New |
| Gables Capital Management Inc. | 35 | $3.11K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 35 | $3.11K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 35 | $3.11K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 35 | $3.11K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 36 | $3.20K | 0.00% | −25−41.0% | Reduced |
| IAG Wealth Partners, LLC | 36 | $3.20K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 37 | $3.29K | 0.00% | −23−38.3% | Reduced |
| Signature Equity Partners, LLC | 44 | $3.91K | 0.00% | +44 | New |
| Country Trust Bank | 45 | $4.00K | 0.00% | −2−4.3% | Reduced |
| Avion Wealth | 50 | $4.00K | 0.00% | −35−41.2% | Reduced |
| Birchbrook, Inc. | 45 | $4.00K | 0.00% | +45 | New |
| Financial Consulate, Inc | 45 | $4.01K | 0.00% | −95−67.9% | Reduced |
| DT Investment Partners, LLC | 48 | $4.27K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 50 | $4.44K | 0.00% | −592−92.2% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 52 | $4.62K | 0.00% | +52 | New |
| Abound Wealth Management | 54 | $4.81K | 0.00% | +9+20.0% | Added |
| Dunhill Financial, LLC | 55 | $4.85K | 0.00% | +19+52.8% | Added |
| CBIZ Investment Advisory Services, LLC | 55 | $4.89K | 0.00% | −9−14.1% | Reduced |
| YANKCOM Partnership | 56 | $4.98K | 0.00% | +4+7.7% | Added |
| Cedar Mountain Advisors, LLC | 58 | $5.15K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 59 | $5.24K | 0.00% | +59 | New |
| UMA Financial Services, Inc. | 59 | $5.24K | 0.00% | +15+34.1% | Added |
| GPS Wealth Strategies Group, LLC | 60 | $5.33K | 0.00% | −58−49.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 60 | $5.33K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 60 | $5.33K | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 60 | $5.33K | 0.00% | +60 | New |
| Retirement Wealth Solutions LLC | 62 | $5.50K | 0.00% | −14−18.4% | Reduced |
| Murphy & Mullick Capital Management Corp | 63 | $5.60K | 0.00% | +1+1.6% | Added |
| Bullock Wealth Management Group | 65 | $5.76K | 0.00% | −2−3.0% | Reduced |
| Aviso Financial Inc. | 65 | $5.78K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 65 | $5.78K | 0.00% | +47+261.1% | Added |
| LGT Financial Advisors LLC | 65 | $5.78K | 0.04% | +1+1.6% | Added |
| Roble, Belko & Company, Inc | 72 | $6.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 69 | $6.12K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 70 | $6.22K | 0.00% | −97−58.1% | Reduced |
| Anfield Capital Management, LLC | 70 | $6.22K | 0.00% | +65+1,300.0% | Added |
| United Community Bank | 71 | $6.31K | 0.00% | +58+446.2% | Added |
| Union Savings Bank | 72 | $6.40K | 0.00% | +72 | New |
| Raffa Wealth Management, LLC | 72 | $6.40K | 0.00% | +32+80.0% | Added |
| Zimmer Partners, LP | 73 | $6.49K | 0.00% | +73 | New |
| Noble Wealth Management PBC | 73 | $6.49K | 0.00% | +73 | New |
| Cornerstone Financial Management LLC | 73 | $6.49K | 0.01% | +73 | New |