| Koesten, Hirschmann & Crabtree, INC. | 0 | $11 | 0.00% | 0 | New |
| HFM Investment Advisors, LLC | 1 | $920 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1 | $921 | 0.00% | +1 | New |
| Cornerstone Planning Group LLC | 26 | $1.81K | 0.00% | −87−77.0% | Reduced |
| DecisionPoint Financial, LLC | 2 | $1.82K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 2 | $1.84K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 2 | $1.84K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 2 | $1.84K | 0.00% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 2 | $1.84K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 2 | $1.84K | 0.00% | +2 | New |
| Vermillion Wealth Management, Inc. | 3 | $2.76K | 0.00% | −100−97.1% | Reduced |
| MTM Investment Management, LLC | 3 | $2.76K | 0.00% | −20−87.0% | Reduced |
| Aspect Partners, LLC | 3 | $2.76K | 0.00% | −4−57.1% | Reduced |
| Pineridge Advisors LLC | 3 | $2.76K | 0.00% | −2−40.0% | Reduced |
| Rosenberg Matthew Hamilton | 3 | $2.76K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 3 | $2.76K | 0.00% | 00.0% | Unchanged |
| Sellwood Investment Partners LLC | 3 | $2.76K | 0.00% | +3 | New |
| Advanced Portfolio Management, LLC | 3 | $2.76K | 0.01% | +3 | New |
| Clayton Financial Group LLC | 3 | $2.76K | 0.00% | +3 | New |
| Crews Bank & Trust | 3 | $2.76K | 0.00% | +3 | New |
| TSFG, LLC | 3 | $3.00K | 0.00% | +3 | New |
| PayPay Securities Corp | 4 | $3.25K | 0.12% | +1+33.3% | Added |
| WestEnd Advisors, LLC | 4 | $3.68K | 0.00% | −2−33.3% | Reduced |
| Heritage Wealth Advisors | 4 | $3.68K | 0.00% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 4 | $3.68K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 4 | $3.68K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 4 | $3.68K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 4 | $3.68K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 4 | $3.68K | 0.00% | +4 | New |
| SWAN Capital LLC | 5 | $4.60K | 0.00% | −5−50.0% | Reduced |
| Your Advocates Ltd., LLP | 5 | $4.60K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 5 | $4.60K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 5 | $4.60K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 5 | $4.60K | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 5 | $4.60K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 5 | $4.60K | 0.00% | +5 | New |
| Legacy Wealth Managment, LLC | 5 | $4.60K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 5 | $4.60K | 0.00% | +5 | New |
| ZRC Wealth Management, LLC | 5 | $4.60K | 0.00% | +5 | New |
| Redwood Park Advisors LLC | 6 | $5.52K | 0.00% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 6 | $5.52K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 6 | $5.52K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 6 | $5.52K | 0.00% | +6 | New |
| Jackson, Grant Investment Advisers, Inc. | 7 | $6.44K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 7 | $6.44K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 7 | $6.44K | 0.00% | +5+250.0% | Added |
| Hughes Financial Services, LLC | 8 | $6.93K | 0.00% | +1+14.3% | Added |
| Hager Investment Management Services, LLC | 8 | $7.36K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 8 | $7.36K | 0.00% | −1,014−99.2% | Reduced |
| Blume Capital Management, Inc. | 8 | $7.36K | 0.00% | −2−20.0% | Reduced |
| Tower View Investment Management & Research LLC | 8 | $7.36K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 8 | $7.36K | 0.00% | +8 | New |
| HighMark Wealth Management LLC | 9 | $8.28K | 0.00% | −4−30.8% | Reduced |
| Cape Investment Advisory, Inc. | 9 | $8.28K | 0.01% | −3−25.0% | Reduced |
| POM Investment Strategies, LLC | 9 | $8.28K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 10 | $9.20K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $9.20K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 10 | $9.20K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 10 | $9.20K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 10 | $9.20K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 10 | $9.20K | 0.01% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 10 | $9.20K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 10 | $9.20K | 0.01% | +1+11.1% | Added |
| Caitlin John, LLC | 10 | $9.20K | 0.01% | +10 | New |
| Kerr Financial Planning Corp | 11 | $9.34K | 0.01% | +11 | New |
| IMG Wealth Management, Inc. | 11 | $10.1K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 11 | $10.1K | 0.00% | +11 | New |
| Cranbrook Wealth Management, LLC | 12 | $10.8K | 0.00% | −11−47.8% | Reduced |
| First Command Advisory Services, Inc. | 12 | $11.0K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 12 | $11.0K | 0.00% | +1+9.1% | Added |
| Altshuler Shaham Ltd | 12 | $11.0K | 0.00% | +3+33.3% | Added |
| Grey Fox Wealth Advisors, LLC | 12 | $11.0K | 0.00% | +12 | New |
| Inlight Wealth Management, LLC | 13 | $12.0K | 0.01% | −8−38.1% | Reduced |
| First Pacific Financial | 13 | $12.0K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 13 | $12.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 12,415 | $12.4K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 14 | $12.9K | 0.01% | +4+40.0% | Added |
| Winnow Wealth LLC | 14 | $12.9K | 0.01% | +14 | New |
| Quest 10 Wealth Builders, Inc. | 14 | $13.0K | 0.01% | −7−33.3% | Reduced |
| Imprint Wealth LLC | 15 | $13.8K | 0.04% | +15 | New |
| Atlantic Edge Private Wealth Management, LLC | 15 | $13.8K | 0.00% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 15 | $14.0K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 16 | $14.0K | 0.01% | +13+433.3% | Added |
| Plante Moran Financial Advisors, LLC | 16 | $14.7K | 0.00% | −44−73.3% | Reduced |
| Creative Financial Designs Inc | 16 | $14.7K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 16 | $14.7K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 16 | $14.7K | 0.00% | +4+33.3% | Added |
| HHM Wealth Advisors, LLC | 16 | $14.7K | 0.00% | −6−27.3% | Reduced |
| Beaird Harris Wealth Management, LLC | 16 | $14.7K | 0.00% | +6+60.0% | Added |
| Coston, McIsaac & Partners | 17 | $15.0K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 17 | $15.0K | 0.00% | +3+21.4% | Added |
| Clark Wealth Partners | 106 | $16.2K | 0.01% | +76+253.3% | Added |
| Delta Asset Management LLC | 19 | $17.5K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 19 | $17.5K | 0.01% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 19 | $17.5K | 0.01% | +19 | New |
| North Star Investment Management Corp. | 20 | $18.4K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 20 | $18.4K | 0.01% | 00.0% | Unchanged |
| Hurley Capital, LLC | 20 | $18.4K | 0.01% | +1+5.3% | Added |
| USA Financial Portformulas Corp | 20 | $18.4K | 0.00% | +8+66.7% | Added |
| City Holding Co | 21 | $19.3K | 0.00% | +5+31.3% | Added |