| Hazlett, Burt & Watson, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 1 | $131 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 2 | $262 | 0.00% | +2 | New |
| 3 Factor Indexing, LLC | 2 | $262 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 3 | $393 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 4 | $524 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 5 | $655 | 0.00% | −23−82.1% | Reduced |
| Trust Co | 5 | $655 | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 6 | $786 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 6 | $786 | 0.00% | +4+200.0% | Added |
| Curio Wealth, LLC | 6 | $786 | 0.00% | +6 | New |
| Davis Capital Management | 7 | $917 | 0.00% | −1−12.5% | Reduced |
| Toth Financial Advisory Corp | 7 | $917 | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 7 | $917 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 7 | $917 | 0.00% | +7 | New |
| TopTier Wealth Management, LLC | 7 | $917 | 0.00% | +7 | New |
| Synergy Investment Management, LLC | 9 | $1.18K | 0.00% | +9 | New |
| Comprehensive Financial Planning, Inc. | 10 | $1.31K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 10 | $1.31K | 0.00% | −51−83.6% | Reduced |
| Atlantic Private Wealth, LLC | 10 | $1.31K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 11 | $1.44K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 11 | $1.44K | 0.00% | +11 | New |
| Caitlin John, LLC | 12 | $1.53K | 0.00% | −4−25.0% | Reduced |
| Sofos Investments, Inc. | 12 | $1.57K | 0.00% | +12 | New |
| POM Investment Strategies, LLC | 12 | $1.57K | 0.00% | +12 | New |
| North Ridge Wealth Advisors, Inc. | 12 | $1.57K | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 12 | $1.57K | 0.00% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 13 | $1.70K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 13 | $1.70K | 0.00% | +13 | New |
| Stone House Investment Management, LLC | 14 | $1.83K | 0.00% | −4−22.2% | Reduced |
| Investors Portfolio Services LLC | 13 | $1.88K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 15 | $1.97K | 0.00% | −20−57.1% | Reduced |
| Anchor Investment Management, LLC | 18 | $2.36K | 0.00% | +18 | New |
| HFM Investment Advisors, LLC | 19 | $2.49K | 0.00% | −49−72.1% | Reduced |
| Fortis Group Advisors, LLC | 19 | $2.49K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 20 | $2.62K | 0.00% | 00.0% | Unchanged |
| City State Bank | 21 | $2.75K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 22 | $2.89K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 21 | $2.98K | 0.00% | +21 | New |
| Three Bearings Fiduciary Advisors, Inc. | 23 | $3.02K | 0.00% | 00.0% | Unchanged |
| Portus Wealth Advisors, LLC | 25 | $3.27K | 0.00% | +25 | New |
| Mark Sheptoff Financial Planning, LLC | 23 | $3.33K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 35 | $3.70K | 0.00% | −575−94.3% | Reduced |
| Smallwood Wealth Investment Management, LLC | 29 | $3.80K | 0.00% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 30 | $3.93K | 0.00% | −12,691−99.8% | Reduced |
| Aventura Private Wealth, LLC | 30 | $3.93K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 33 | $4.00K | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 31 | $4.06K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 33 | $4.32K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 33 | $4.32K | 0.00% | +33 | New |
| Richard W. Paul & Associates, LLC | 35 | $4.58K | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 35 | $4.58K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 36 | $4.71K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 36 | $4.71K | 0.00% | +9+33.3% | Added |
| Carolina Wealth Advisors, LLC | 37 | $4.84K | 0.00% | +37 | New |
| Torren Management, LLC | 39 | $5.10K | 0.00% | −99−71.7% | Reduced |
| Vermillion Wealth Management, Inc. | 39 | $5.11K | 0.00% | +39 | New |
| Hughes Financial Services, LLC | 40 | $5.24K | 0.00% | +10+33.3% | Added |
| Clark Wealth Partners | 41 | $5.38K | 0.00% | +2+5.1% | Added |
| Clayton Financial Group LLC | 43 | $5.63K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 43 | $5.63K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 44 | $5.76K | 0.00% | +6+15.8% | Added |
| CWM Advisors, LLC | 46 | $6.02K | 0.00% | +2+4.5% | Added |
| Archer Investment Corp | 48 | $6.25K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 48 | $6.29K | 0.00% | −1−2.0% | Reduced |
| Elevated Capital Advisors, LLC | 48 | $6.29K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 50 | $6.55K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 50 | $6.55K | 0.00% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 50 | $6.55K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 51 | $6.68K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 51 | $6.68K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 52 | $6.81K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 56 | $7.33K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 56 | $7.33K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 57 | $7.46K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 59 | $7.73K | 0.00% | +7+13.5% | Added |
| Lodestone Wealth Management LLC | 61 | $7.99K | 0.00% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 62 | $8.12K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 65 | $8.51K | 0.00% | −3−4.4% | Reduced |
| YANKCOM Partnership | 73 | $9.56K | 0.00% | −209−74.1% | Reduced |
| IMG Wealth Management, Inc. | 74 | $9.69K | 0.01% | −65−46.8% | Reduced |
| High Note Wealth, LLC | 78 | $10.2K | 0.00% | +26+50.0% | Added |
| Bayban | 79 | $10.3K | 0.01% | +79 | New |
| ZRC Wealth Management, LLC | 79 | $10.3K | 0.00% | +7+9.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 79 | $10.4K | 0.00% | −10−11.2% | Reduced |
| Cedar Mountain Advisors, LLC | 81 | $10.6K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 81 | $10.6K | 0.01% | +11+15.7% | Added |
| Brown, Lisle/Cummings, Inc. | 82 | $10.7K | 0.00% | +35+74.5% | Added |
| Evelyn Partners Asset Management Ltd | 84 | $11.0K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 85 | $11.1K | 0.01% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 87 | $11.4K | 0.01% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 87 | $11.4K | 0.00% | +3+3.6% | Added |
| Country Trust Bank | 88 | $11.5K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 89 | $11.7K | 0.00% | −2−2.2% | Reduced |
| Centennial Bank | 90 | $11.8K | 0.00% | −12−11.8% | Reduced |
| HighMark Wealth Management LLC | 91 | $11.9K | 0.00% | +12+15.2% | Added |
| Signature Equity Partners, LLC | 92 | $12.0K | 0.01% | −65−41.4% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 93 | $12.2K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 93 | $12.2K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 95 | $12.4K | 0.00% | 00.0% | Unchanged |