| Evolution Advisers, Inc. | 1 | $0 | 0.00% | +1 | New |
| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| Darwin Advisors, LLC | 0 | $12 | 0.00% | 0 | New |
| Aspect Partners, LLC | 1 | $185 | 0.00% | −6−85.7% | Reduced |
| 3 Factor Indexing, LLC | 1 | $185 | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 1 | $185 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $185 | 0.00% | +1 | New |
| Tidemark, LLC | 1 | $185 | 0.00% | +1 | New |
| ROSS\JOHNSON & Associates LLC | 2 | $369 | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 2 | $369 | 0.00% | +2 | New |
| Cassaday & Co Wealth Management LLC | 2 | $370 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 2 | $370 | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 2 | $370 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 2 | $377 | 0.00% | −47−95.9% | Reduced |
| Quest 10 Wealth Builders, Inc. | 2 | $412 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 2 | $423 | 0.00% | +2 | New |
| Tower Trust & Investment Co | 3 | $553 | 0.00% | +3 | New |
| Godfrey Financial Associates, Inc. | 3 | $554 | 0.00% | −2−40.0% | Reduced |
| Cranbrook Wealth Management, LLC | 3 | $554 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 3 | $554 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 3 | $554 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 3 | $554 | 0.00% | +3 | New |
| Continuum Advisory, LLC | 3 | $554 | 0.00% | +3 | New |
| Financial Network Wealth Advisors LLC | 3 | $554 | 0.00% | +3 | New |
| WestEnd Advisors, LLC | 4 | $738 | 0.00% | 00.0% | Unchanged |
| Mosley Wealth Management | 4 | $738 | 0.00% | +4 | New |
| Compass Financial Management LLC | 4 | $738 | 0.00% | +4 | New |
| Blume Capital Management, Inc. | 4 | $739 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 4 | $739 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 4 | $739 | 0.00% | +2+100.0% | Added |
| Delos Wealth Advisors, LLC | 4 | $739 | 0.00% | +4 | New |
| DecisionPoint Financial, LLC | 4 | $756 | 0.00% | +2+100.0% | Added |
| Caitlin John, LLC | 5 | $923 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 5 | $923 | 0.00% | +1+25.0% | Added |
| Stone House Investment Management, LLC | 5 | $923 | 0.00% | +5 | New |
| Sittner & Nelson, LLC | 5 | $923 | 0.00% | +5 | New |
| Noble Wealth Management PBC | 5 | $923 | 0.00% | +5 | New |
| Halbert Hargrove Global Advisors, LLC | 5 | $932 | 0.00% | +5 | New |
| NVWM, LLC | 6 | $1.11K | 0.00% | −2−25.0% | Reduced |
| Align Financial, LLC | 6 | $1.11K | 0.00% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 6 | $1.11K | 0.00% | +6 | New |
| Bare Financial Services, Inc | 6 | $1.11K | 0.00% | −6−50.0% | Reduced |
| Friedenthal Financial | 6 | $1.11K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 6 | $1.11K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 6 | $1.11K | 0.00% | +6 | New |
| PayPay Securities Corp | 7 | $1.29K | 0.03% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 7 | $1.29K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 7 | $1.29K | 0.00% | +7 | New |
| Downshift Financial, LLC | 7 | $1.29K | 0.00% | +7 | New |
| Creative Capital Management Investments LLC | 8 | $1.48K | 0.00% | +8 | New |
| MJT & Associates Financial Advisory Group, Inc. | 8 | $1.48K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 9 | $1.58K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 9 | $1.66K | 0.00% | +6+200.0% | Added |
| Ameriflex Group, Inc. | 9 | $1.66K | 0.00% | +8+800.0% | Added |
| Motco | 9 | $1.66K | 0.00% | +9 | New |
| Berkshire Capital Holdings Inc | 10 | $1.84K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 10 | $1.84K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 10 | $1.85K | 0.00% | −91−90.1% | Reduced |
| FNY Investment Advisers, LLC | 16 | $2.00K | 0.00% | +16 | New |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 11 | $2.03K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 11 | $2.03K | 0.00% | +6+120.0% | Added |
| Montag A & Associates Inc | 11 | $2.11K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 12 | $2.21K | 0.00% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 12 | $2.21K | 0.00% | 00.0% | Unchanged |
| Vanguard Advisers Inc | 12 | $2.21K | 0.00% | +12 | New |
| Cape Investment Advisory, Inc. | 12 | $2.21K | 0.00% | +12 | New |
| Winch Advisory Services, LLC | 14 | $2.58K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 14 | $2.58K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 14 | $2.58K | 0.00% | +14 | New |
| Planning Strategies Inc. | 14 | $2.58K | 0.00% | +14 | New |
| Brown, Lisle/Cummings, Inc. | 15 | $2.77K | 0.00% | +9+150.0% | Added |
| Triumph Capital Management | 16 | $2.95K | 0.00% | +6+60.0% | Added |
| Prosperity Bancshares Inc | 16 | $2.95K | 0.00% | +16 | New |
| Johnson Financial Group, Inc. | 16 | $2.95K | 0.00% | −11−40.7% | Reduced |
| Salem Investment Counselors Inc | 16 | $2.95K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 16 | $2.95K | 0.00% | +16 | New |
| CBIZ Investment Advisory Services, LLC | 22 | $3.30K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 18 | $3.32K | 0.00% | −53−74.6% | Reduced |
| Strive Financial Group ,LLC | 18 | $3.32K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 19 | $3.50K | 0.00% | +4+26.7% | Added |
| Country Trust Bank | 19 | $3.51K | 0.00% | +19 | New |
| DiNuzzo Private Wealth, Inc. | 19 | $3.51K | 0.00% | +2+11.8% | Added |
| American Capital Advisory, LLC | 19 | $3.51K | 0.00% | +4+26.7% | Added |
| Cordant, Inc. | 20 | $3.69K | 0.00% | +20 | New |
| Ares Financial Consulting, LLC | 20 | $3.69K | 0.00% | +20 | New |
| Vanguard National Trust Co | 21 | $3.88K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 21 | $3.88K | 0.00% | +18+600.0% | Added |
| Allied Private Wealth LLC | 20 | $3.88K | 0.00% | +20 | New |
| Grove Bank & Trust | 22 | $4.06K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 22 | $4.06K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 23 | $4.27K | 0.00% | −34−59.6% | Reduced |
| Retirement Wealth Solutions LLC | 24 | $4.43K | 0.00% | −3−11.1% | Reduced |
| Bay Harbor Wealth Management, LLC | 24 | $4.43K | 0.00% | +5+26.3% | Added |
| SOA Wealth Advisors, LLC. | 24 | $4.43K | 0.00% | +24 | New |
| Rialto Wealth Management, LLC | 25 | $4.61K | 0.00% | +19+316.7% | Added |
| IMA Wealth, Inc. | 26 | $4.80K | 0.00% | +10+62.5% | Added |
| BOK Financial Private Wealth, Inc. | 26 | $4.80K | 0.00% | +26 | New |
| POM Investment Strategies, LLC | 26 | $4.80K | 0.01% | +26 | New |
| Manning & Napier Advisors LLC | 26 | $4.80K | 0.00% | −30−53.6% | Reduced |
| Raffa Wealth Management, LLC | 27 | $4.98K | 0.00% | −10−27.0% | Reduced |
