| Ogorek Anthony Joseph | 1 | $0 | 0.00% | +1 | New |
| Anchor Investment Management, LLC | 0 | $11 | 0.00% | 0 | New |
| Quest 10 Wealth Builders, Inc. | 0 | $64 | 0.00% | 0 | Unchanged |
| Beaird Harris Wealth Management, LLC | 1 | $213 | 0.00% | +1 | New |
| Private Wealth Asset Management, LLC | 1 | $337 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 1 | $337 | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 1 | $337 | 0.00% | +1 | New |
| Stone House Investment Management, LLC | 1 | $337 | 0.00% | +1 | New |
| Delos Wealth Advisors, LLC | 1 | $338 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 2 | $675 | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 2 | $675 | 0.00% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 2 | $675 | 0.00% | +2 | New |
| Davis Capital Management | 2 | $675 | 0.00% | +2 | New |
| Seneschal Advisors, LLC | 2 | $675 | 0.00% | +2 | New |
| PEAK6 LLC | 2 | $738 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $1.01K | 0.00% | −2−40.0% | Reduced |
| Clear Investment Research, LLC | 3 | $1.01K | 0.00% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 3 | $1.01K | 0.00% | +3 | New |
| Grey Fox Wealth Advisors, LLC | 3 | $1.01K | 0.00% | +3 | New |
| DecisionPoint Financial, LLC | 3 | $1.04K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 4 | $1.35K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 4 | $1.47K | 0.00% | +4 | New |
| WestEnd Advisors, LLC | 5 | $1.69K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 5 | $1.69K | 0.00% | +5 | New |
| DHJJ Financial Advisors, Ltd. | 5 | $1.69K | 0.00% | +5 | New |
| PayPay Securities Corp | 5 | $1.73K | 0.06% | +1+25.0% | Added |
| Hazlett, Burt & Watson, Inc. | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 5 | $2.00K | 0.00% | +5 | New |
| United Community Bank | 6 | $2.02K | 0.00% | −44−88.0% | Reduced |
| Godsey & Gibb Associates | 6 | $2.02K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 6 | $2.02K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 7 | $2.36K | 0.00% | −7−50.0% | Reduced |
| William B. Walkup & Associates, Inc. | 7 | $2.36K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 7 | $2.36K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 8 | $2.82K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 9 | $3.04K | 0.00% | −8−47.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 9 | $3.04K | 0.00% | +9 | New |
| Kilter Group LLC | 9 | $3.04K | 0.00% | −17−65.4% | Reduced |
| American Capital Advisory, LLC | 9 | $3.04K | 0.00% | −1−10.0% | Reduced |
| Kimelman & Baird, LLC | 9 | $3.04K | 0.00% | 00.0% | Unchanged |
| Trust Co | 10 | $3.38K | 0.00% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 10 | $3.38K | 0.00% | +2+25.0% | Added |
| J.Safra Asset Management Corp | 10 | $3.38K | 0.00% | +10 | New |
| Principia Wealth Advisory, LLC | 11 | $3.71K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 11 | $3.71K | 0.00% | +4+57.1% | Added |
| First Horizon Corp | 11 | $3.71K | 0.00% | +11 | New |
| Winnow Wealth LLC | 11 | $3.72K | 0.00% | +11 | New |
| IMG Wealth Management, Inc. | 12 | $4.05K | 0.00% | −10−45.5% | Reduced |
| Manitou Investment Management Ltd. | 12 | $4.05K | 0.00% | +12 | New |
| Independence Bank of Kentucky | 13 | $4.39K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 13 | $4.39K | 0.00% | +13 | New |
| DiNuzzo Private Wealth, Inc. | 15 | $4.57K | 0.00% | +1+7.1% | Added |
| Valley National Advisers Inc | 15 | $5.00K | 0.00% | −212−93.4% | Reduced |
| T. Rowe Price Investment Management, Inc. | 13 | $5.00K | 0.00% | +13 | New |
| Washington Trust Advisors, Inc. | 15 | $5.05K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 15 | $5.06K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 15 | $5.06K | 0.00% | +5+50.0% | Added |
| True Wealth Design, LLC | 15 | $5.06K | 0.00% | +2+15.4% | Added |
| Quaker Wealth Management, LLC | 16 | $5.40K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 16 | $5.40K | 0.00% | +16 | New |
| Accent Capital Management, LLC | 16 | $5.40K | 0.00% | +16 | New |
| Wealth Watch Advisors, INC | 16 | $5.40K | 0.00% | +16 | New |
| Hughes Financial Services, LLC | 17 | $5.41K | 0.00% | +2+13.3% | Added |
| Clark Wealth Partners | 25 | $5.65K | 0.00% | +25 | New |
| 1620 Investment Advisors, Inc. | 17 | $5.74K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 17 | $5.74K | 0.00% | +17 | New |
| Guerra Advisors Inc | 17 | $5.87K | 0.00% | +17 | New |
| Centerpoint Advisors, LLC | 17 | $6.00K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 19 | $6.41K | 0.00% | +17+850.0% | Added |
| Crewe Advisors LLC | 19 | $6.41K | 0.00% | +19 | New |
| Bellevue Asset Management, LLC | 20 | $6.75K | 0.00% | 00.0% | Unchanged |
| Promus Capital, LLC | 20 | $6.75K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 20 | $6.75K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 20 | $6.75K | 0.00% | +6+42.9% | Added |
| TFC Financial Management | 20 | $6.75K | 0.00% | +12+150.0% | Added |
| American National Bank | 20 | $6.75K | 0.00% | +20 | New |
| Pension & Wealth Management Advisors, Inc. | 20 | $7.05K | 0.00% | 00.0% | Unchanged |
| Banque Transatlantique SA | 21 | $7.08K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 21 | $7.09K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 21 | $7.09K | 0.00% | +21 | New |
| Retirement Wealth Solutions LLC | 21 | $7.09K | 0.00% | +21 | New |
| Turning Point Benefit Group, Inc. | 21 | $7.27K | 0.00% | +21 | New |
| Raffa Wealth Management, LLC | 22 | $7.42K | 0.00% | −5−18.5% | Reduced |
| GHP Investment Advisors, Inc. | 22 | $7.42K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 22 | $7.42K | 0.00% | +5+29.4% | Added |
| Navigoe, LLC | 26 | $8.00K | 0.01% | +26 | New |
| ORG Partners LLC | 25 | $8.43K | 0.00% | +10+66.7% | Added |
| Trust Co of Vermont | 25 | $8.44K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 25 | $8.44K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 25 | $8.44K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 25 | $8.44K | 0.01% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 25 | $8.44K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 25 | $8.44K | 0.00% | −1−3.8% | Reduced |
| Cheviot Value Management, LLC | 24 | $8.53K | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 25 | $8.76K | 0.01% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 27 | $9.11K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 27 | $9.11K | 0.00% | +8+42.1% | Added |
| Main Street Group, LTD | 28 | $9.45K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 30 | $10.0K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 29 | $10.0K | 0.09% | −7−19.4% | Reduced |