| Hazlett, Burt & Watson, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 2 | $0 | 0.00% | +2 | New |
| Highland Investment Advisors LLC | 1 | $146 | 0.00% | +1 | New |
| Tidemark, LLC | 2 | $292 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 2 | $293 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 2 | $293 | 0.00% | +2 | New |
| Keb Asset Management, LLC | 2 | $330 | 0.00% | +2 | New |
| Downshift Financial, LLC | 3 | $438 | 0.00% | +3 | New |
| Imprint Wealth LLC | 4 | $584 | 0.00% | +4 | New |
| Breakwater Investment Management | 4 | $585 | 0.00% | 00.0% | Unchanged |
| Trust Co | 5 | $731 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 6 | $877 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 6 | $877 | 0.00% | +6 | New |
| Noble Wealth Management PBC | 6 | $877 | 0.00% | +6 | New |
| CKW Financial Group | 10 | $1.00K | 0.00% | +10 | New |
| Navigoe, LLC | 11 | $1.00K | 0.00% | +11 | New |
| Bank of New Hampshire | 7 | $1.02K | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 7 | $1.02K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 7 | $1.02K | 0.00% | +2+40.0% | Added |
| DecisionPoint Financial, LLC | 10 | $1.45K | 0.00% | +7+233.3% | Added |
| Atlantic Private Wealth, LLC | 10 | $1.46K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 10 | $1.46K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 10 | $1.47K | 0.00% | +10 | New |
| Lavaca Capital LLC | 11 | $1.61K | 0.00% | +11 | New |
| Cypress Capital Management LLC (WY) | 11 | $1.61K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 12 | $1.71K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 12 | $1.75K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 12 | $1.75K | 0.00% | +12 | New |
| Morton Brown Family Wealth, LLC | 12 | $1.75K | 0.00% | +12 | New |
| Bernard Wealth Management Corp. | 12 | $1.75K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 13 | $1.90K | 0.00% | −16−55.2% | Reduced |
| Investors Portfolio Services LLC | 13 | $1.90K | 0.00% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 13 | $1.90K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 13 | $1.90K | 0.00% | +3+30.0% | Added |
| Silicon Valley Capital Partners | 13 | $1.91K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 15 | $1.97K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 14 | $2.05K | 0.00% | +3+27.3% | Added |
| Luminist Capital LLC | 16 | $2.34K | 0.00% | +16 | New |
| Cape Investment Advisory, Inc. | 17 | $2.48K | 0.00% | +17 | New |
| Fortis Group Advisors, LLC | 19 | $2.78K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 19 | $2.78K | 0.00% | +12+171.4% | Added |
| CWM Advisors, LLC | 19 | $2.79K | 0.00% | −27−58.7% | Reduced |
| J.Safra Asset Management Corp | 20 | $2.92K | 0.00% | 00.0% | Unchanged |
| City State Bank | 21 | $3.07K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 22 | $3.22K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 23 | $3.36K | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 23 | $3.37K | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 24 | $3.51K | 0.00% | +24 | New |
| Stone House Investment Management, LLC | 25 | $3.65K | 0.00% | +11+78.6% | Added |
| Alerus Financial NA | 31 | $4.53K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 31 | $4.53K | 0.00% | +31 | New |
| West Branch Capital LLC | 31 | $4.53K | 0.00% | +31 | New |
| Chesapeake Asset Management LLC | 33 | $4.82K | 0.00% | +33 | New |
| Ameriflex Group, Inc. | 33 | $4.82K | 0.00% | −24−42.1% | Reduced |
| MPWM Advisory Solutions, LLC | 33 | $4.82K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 33 | $4.82K | 0.00% | +33 | New |
| HFM Investment Advisors, LLC | 34 | $4.97K | 0.00% | +15+78.9% | Added |
| Horizon Financial Services, LLC | 34 | $4.97K | 0.00% | +34 | New |
| First PREMIER Bank | 33 | $5.00K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 37 | $5.34K | 0.00% | +37 | New |
| Carolina Wealth Advisors, LLC | 37 | $5.41K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 38 | $5.55K | 0.00% | +2+5.6% | Added |
| Nvest Wealth Strategies, Inc. | 38 | $5.55K | 0.00% | +3+8.6% | Added |
| Torren Management, LLC | 39 | $5.70K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 44 | $6.43K | 0.00% | −183−80.6% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 47 | $6.87K | 0.00% | −48−50.5% | Reduced |
| Clark Wealth Partners | 47 | $6.89K | 0.00% | +6+14.6% | Added |
| Mascoma Wealth Management LLC | 48 | $7.01K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 48 | $7.01K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 48 | $7.01K | 0.00% | +4+9.1% | Added |
| Atlantic Edge Private Wealth Management, LLC | 50 | $7.31K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 50 | $7.31K | 0.00% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 50 | $7.31K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 51 | $7.45K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 51 | $7.45K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 51 | $7.50K | 0.00% | −52−50.5% | Reduced |
| Hager Investment Management Services, LLC | 52 | $7.60K | 0.00% | +52 | New |
| Hollencrest Capital Management | 56 | $8.18K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 56 | $8.18K | 0.00% | +20+55.6% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 56 | $8.21K | 0.00% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 59 | $8.62K | 0.00% | +29+96.7% | Added |
| DiNuzzo Private Wealth, Inc. | 59 | $8.62K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 61 | $8.91K | 0.00% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 62 | $9.06K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 65 | $9.50K | 0.00% | +13+25.0% | Added |
| Hughes Financial Services, LLC | 65 | $9.50K | 0.00% | +25+62.5% | Added |
| Gleason Group, Inc. | 65 | $9.50K | 0.00% | +65 | New |
| First United Bank Trust | 75 | $9.93K | 0.00% | +75 | New |
| Delos Wealth Advisors, LLC | 69 | $10.1K | 0.01% | +69 | New |
| Abound Wealth Management | 71 | $10.4K | 0.00% | −65−47.8% | Reduced |
| Synergy Investment Management, LLC | 75 | $10.5K | 0.00% | +66+733.3% | Added |
| YANKCOM Partnership | 73 | $10.7K | 0.00% | 00.0% | Unchanged |
| Bayban | 79 | $11.5K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 82 | $12.0K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 82 | $12.0K | 0.01% | +82 | New |
| Cetera Trust Company, N.A | 85 | $12.4K | 0.01% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 87 | $12.7K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 88 | $12.9K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 90 | $13.2K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 91 | $13.3K | 0.00% | 00.0% | Unchanged |