| Pin Oak Investment Advisors Inc | 1 | $0 | 0.00% | −30−96.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 0 | $34 | 0.00% | −28−100.0% | Reduced |
| Stone House Investment Management, LLC | 1 | $426 | 0.00% | 00.0% | Unchanged |
| Trust Co | 1 | $426 | 0.00% | +1 | New |
| Osbon Capital Management LLC | 1 | $426 | 0.00% | +1 | New |
| Elevated Capital Advisors, LLC | 1 | $426 | 0.00% | +1 | New |
| ROSS\JOHNSON & Associates LLC | 2 | $853 | 0.02% | +1+100.0% | Added |
| Tucker Asset Management LLC | 2 | $853 | 0.00% | +2 | New |
| Whipplewood Advisors, LLC | 2 | $853 | 0.00% | +2 | New |
| Key Capital Management, INC | 2 | $853 | 0.00% | +2 | New |
| Davis Capital Management | 3 | $1.28K | 0.00% | −1−25.0% | Reduced |
| DAGCO, Inc. | 3 | $1.28K | 0.00% | 00.0% | Unchanged |
| Bridge Generations Wealth Management LLC | 3 | $1.28K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 3 | $1.31K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 4 | $1.71K | 0.00% | −8−66.7% | Reduced |
| Delos Wealth Advisors, LLC | 4 | $1.71K | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 4 | $1.71K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 4 | $1.71K | 0.00% | +4 | New |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 4 | $1.71K | 0.00% | +4 | New |
| Manning & Napier Advisors LLC | 4 | $1.71K | 0.00% | −35−89.7% | Reduced |
| Morton Brown Family Wealth, LLC | 5 | $2.13K | 0.00% | 00.0% | Unchanged |
| Paladin Partners, LLC | 5 | $2.13K | 0.00% | +5 | New |
| Mascoma Wealth Management LLC | 6 | $2.56K | 0.00% | +6 | New |
| Provenance Wealth Advisors, LLC | 7 | $2.98K | 0.00% | −40−85.1% | Reduced |
| Horizons Wealth Management | 7 | $2.98K | 0.00% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 7 | $2.98K | 0.00% | 00.0% | Unchanged |
| Eq Wealth Advisors, LLC | 7 | $2.98K | 0.00% | +7 | New |
| Hallmark Capital Management Inc | 8 | $3.41K | 0.00% | +8 | New |
| Rialto Wealth Management, LLC | 8 | $3.41K | 0.00% | −4−33.3% | Reduced |
| Cedar Mountain Advisors, LLC | 9 | $3.84K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 9 | $3.98K | 0.00% | +9 | New |
| Merrithew & Thorsten Inc | 10 | $4.00K | 0.00% | +10 | New |
| Longfellow Investment Management Co LLC | 10 | $4.26K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 10 | $4.26K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 10 | $4.26K | 0.00% | 00.0% | Unchanged |
| City State Bank | 10 | $4.26K | 0.00% | +1+11.1% | Added |
| Evelyn Partners Asset Management Ltd | 11 | $4.69K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 11 | $4.69K | 0.00% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 11 | $4.69K | 0.00% | +11 | New |
| MPWM Advisory Solutions, LLC | 12 | $5.12K | 0.00% | −25−67.6% | Reduced |
| Heritage Wealth Advisors | 12 | $5.12K | 0.00% | 00.0% | Unchanged |
| Friedenthal Financial | 12 | $5.12K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 12 | $5.12K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 12 | $5.12K | 0.00% | +3+33.3% | Added |
| NVWM, LLC | 12 | $5.12K | 0.00% | +4+50.0% | Added |
| Atomic Invest LLC | 12 | $5.22K | 0.00% | +12 | New |
| Vision Retirement, LLC | 13 | $5.34K | 0.00% | +13 | New |
| JCIC Asset Management Inc. | 13 | $5.54K | 0.00% | −6,269−99.8% | Reduced |
| Merited Wealth, LLC | 13 | $5.54K | 0.01% | +13 | New |
| Ameriflex Group, Inc. | 15 | $6.40K | 0.00% | −45−75.0% | Reduced |
| Dogwood Wealth Management LLC | 15 | $6.40K | 0.00% | −35−70.0% | Reduced |
| Principia Wealth Advisory, LLC | 15 | $6.40K | 0.00% | −7−31.8% | Reduced |
| Tidemark, LLC | 15 | $6.40K | 0.00% | −6−28.6% | Reduced |
| Minot DeBlois Advisors LLC | 15 | $6.40K | 0.01% | 00.0% | Unchanged |
| Fairman Group, LLC | 15 | $6.40K | 0.01% | 00.0% | Unchanged |
| Longview Financial Advisors LLC | 15 | $6.40K | 0.00% | +15 | New |
| Jessup Wealth Management, Inc | 16 | $6.61K | 0.00% | +16 | New |
| McGuire Capital Advisors Inc | 16 | $6.82K | 0.00% | +16 | New |
| Monetary Solutions, Ltd | 16 | $6.82K | 0.01% | +16 | New |
| Birchbrook, Inc. | 16 | $6.82K | 0.00% | −46−74.2% | Reduced |
| Roble, Belko & Company, Inc | 16 | $7.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 16 | $7.00K | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 17 | $7.25K | 0.00% | +17 | New |
| PFS Partners, LLC | 17 | $7.30K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 18 | $7.67K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 19 | $8.10K | 0.00% | −19−50.0% | Reduced |
| Lummis Asset Management, LP | 19 | $8.10K | 0.00% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 19 | $8.10K | 0.00% | +19 | New |
| BOK Financial Private Wealth, Inc. | 19 | $8.10K | 0.00% | −22−53.7% | Reduced |
| Copia Wealth Management | 20 | $8.53K | 0.01% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 20 | $8.53K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 20 | $8.53K | 0.00% | +20 | New |
| HighMark Wealth Management LLC | 21 | $8.95K | 0.00% | +1+5.0% | Added |
| PayPay Securities Corp | 21 | $8.95K | 0.26% | +5+31.3% | Added |
| HHM Wealth Advisors, LLC | 21 | $8.96K | 0.00% | −730−97.2% | Reduced |
| McIlrath & Eck, LLC | 22 | $9.38K | 0.00% | +22 | New |
| IMA Wealth, Inc. | 23 | $9.81K | 0.00% | +19+475.0% | Added |
| Bare Financial Services, Inc | 23 | $9.81K | 0.00% | −23−50.0% | Reduced |
| Pinney & Scofield, Inc. | 23 | $9.81K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 23 | $9.88K | 0.00% | −4−14.8% | Reduced |
| Cherry Tree Wealth Management, LLC | 24 | $10.0K | 0.00% | −9−27.3% | Reduced |
| Lodestone Wealth Management LLC | 24 | $10.2K | 0.00% | +24 | New |
| POM Investment Strategies, LLC | 24 | $10.3K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 25 | $10.7K | 0.00% | −31−55.4% | Reduced |
| Washington Trust Advisors, Inc. | 25 | $10.7K | 0.00% | −15−37.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 25 | $10.7K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 26 | $11.0K | 0.00% | −7−21.2% | Reduced |
| Rakuten Securities, Inc. | 26 | $11.1K | 0.00% | +14+116.7% | Added |
| Pacifica Partners Inc. | 26 | $11.2K | 0.00% | 00.0% | Unchanged |
| Access Investment Management LLC | 24 | $11.4K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 27 | $11.5K | 0.00% | −44−62.0% | Reduced |
| Quaker Wealth Management, LLC | 27 | $11.5K | 0.00% | −2−6.9% | Reduced |
| FWL Investment Management, LLC | 27 | $11.5K | 0.00% | +27 | New |
| Ransom Advisory, Ltd | 27 | $11.5K | 0.00% | +27 | New |
| Quest 10 Wealth Builders, Inc. | 28 | $11.8K | 0.01% | +14+100.0% | Added |
| Sellwood Investment Partners LLC | 28 | $11.9K | 0.00% | −6−17.6% | Reduced |
| Beaird Harris Wealth Management, LLC | 28 | $11.9K | 0.00% | −1−3.4% | Reduced |
| Legacy Wealth Managment, LLC | 29 | $12.4K | 0.01% | +21+262.5% | Added |
| ZRC Wealth Management, LLC | 30 | $12.8K | 0.00% | +4+15.4% | Added |
| Ankerstar Wealth, LLC | 31 | $13.2K | 0.01% | +31 | New |