| Private Wealth Management Group, LLC | 1 | $197 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 1 | $197 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $197 | 0.00% | +1 | New |
| Sofos Investments, Inc. | 1 | $197 | 0.00% | +1 | New |
| Valued Wealth Advisors LLC | 1 | $198 | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 2 | $394 | 0.00% | 00.0% | Unchanged |
| CrossGen Wealth, LLC | 2 | $394 | 0.00% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 2 | $394 | 0.00% | +2 | New |
| Purpose Unlimited Inc. | 3 | $591 | 0.00% | −72−96.0% | Reduced |
| Redwood Park Advisors LLC | 3 | $591 | 0.00% | −1−25.0% | Reduced |
| Godfrey Financial Associates, Inc. | 3 | $591 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $591 | 0.00% | +1+50.0% | Added |
| Arlington Trust Co LLC | 3 | $591 | 0.00% | +3 | New |
| Meramec Financial Planners, LLC | 3 | $665 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 4 | $787 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 4 | $812 | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 4 | $855 | 0.03% | −2−33.3% | Reduced |
| Portus Wealth Advisors, LLC | 5 | $984 | 0.00% | +5 | New |
| Quaker Wealth Management, LLC | 5 | $985 | 0.00% | −1−16.7% | Reduced |
| Seneschal Advisors, LLC | 5 | $985 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 5 | $989 | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 5 | $990 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| EFG International AG | 6 | $1.18K | 0.00% | +6 | New |
| TFC Financial Management | 6 | $1.18K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 4 | $1.19K | 0.00% | +4 | New |
| Dunhill Financial, LLC | 6 | $1.29K | 0.00% | −18−75.0% | Reduced |
| Keating Financial Advisory Services, Inc. | 7 | $1.38K | 0.00% | −278−97.5% | Reduced |
| Bangor Savings Bank | 7 | $1.38K | 0.00% | −14−66.7% | Reduced |
| Colonial Trust Co | 7 | $1.38K | 0.00% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 7 | $1.38K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 8 | $1.52K | 0.00% | +8 | New |
| HFM Investment Advisors, LLC | 8 | $1.57K | 0.00% | −22−73.3% | Reduced |
| Pacifica Partners Inc. | 8 | $1.57K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 8 | $1.57K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 9 | $1.77K | 0.00% | −40−81.6% | Reduced |
| Scarborough Advisors, LLC | 9 | $1.77K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 9 | $1.77K | 0.00% | +1+12.5% | Added |
| Beaird Harris Wealth Management, LLC | 10 | $1.94K | 0.00% | −14−58.3% | Reduced |
| Colonial Trust Advisors | 10 | $1.97K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $1.97K | 0.00% | 00.0% | Unchanged |
| Bard Associates Inc | 10 | $1.97K | 0.00% | +10 | New |
| Westend Capital Management, LLC | 10 | $1.97K | 0.00% | +10 | New |
| Investors Research Corp | 10 | $1.97K | 0.00% | +10 | New |
| Owl Creek Wealth Partners LLC | 10 | $1.97K | 0.00% | +10 | New |
| 1015 Capital Partners, LLC | 11 | $2.17K | 0.00% | −26−70.3% | Reduced |
| Altshuler Shaham Ltd | 11 | $2.17K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 11 | $2.17K | 0.00% | +6+120.0% | Added |
| Burk Holdings LLC | 11 | $2.17K | 0.00% | +11 | New |
| Creative Financial Designs Inc | 12 | $2.36K | 0.00% | −11−47.8% | Reduced |
| Stone House Investment Management, LLC | 12 | $2.36K | 0.00% | +12 | New |
| Signature Equity Partners, LLC | 12 | $2.39K | 0.00% | −44−78.6% | Reduced |
| Noble Wealth Management PBC | 14 | $2.76K | 0.00% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 14 | $2.76K | 0.00% | +14 | New |
| General Partner, Inc. | 15 | $2.95K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 15 | $2.95K | 0.00% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 15 | $2.95K | 0.00% | 00.0% | Unchanged |
| Magnolia Wealth Management, LLC | 15 | $2.95K | 0.00% | +15 | New |
| Front Row Advisors LLC | 15 | $2.97K | 0.00% | 00.0% | Unchanged |
| Bayban | 16 | $3.15K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 17 | $3.35K | 0.00% | −4−19.0% | Reduced |
| Millstone Evans Group, LLC | 17 | $3.35K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 17 | $3.35K | 0.00% | +6+54.5% | Added |
| Strengthening Families & Communities, LLC | 18 | $3.54K | 0.00% | −70−79.5% | Reduced |
| Medallion Wealth Advisors, LLC | 18 | $3.54K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 18 | $3.54K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 20 | $3.94K | 0.00% | +20 | New |
| Capital & Planning, LLC | 20 | $3.94K | 0.00% | +20 | New |
| Bell Investment Advisors, Inc | 20 | $3.94K | 0.00% | −46−69.7% | Reduced |
| TSFG, LLC | 21 | $4.00K | 0.00% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 20 | $4.01K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 20 | $4.01K | 0.00% | +20 | New |
| Ritter Daniher Financial Advisory LLC | 21 | $4.06K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 21 | $4.13K | 0.00% | −3−12.5% | Reduced |
| MPWM Advisory Solutions, LLC | 21 | $4.13K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 21 | $4.13K | 0.00% | +21 | New |
| Cornerstone Planning Group LLC | 16 | $4.68K | 0.00% | −8−33.3% | Reduced |
| Rakuten Securities, Inc. | 24 | $4.72K | 0.00% | −23−48.9% | Reduced |
| RMG Wealth Management LLC | 16 | $4.90K | 0.00% | +16 | New |
| DiNuzzo Private Wealth, Inc. | 25 | $4.92K | 0.00% | −2−7.4% | Reduced |
| Tompkins Financial Corp | 25 | $4.92K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 25 | $4.92K | 0.00% | 00.0% | Unchanged |
| City State Bank | 25 | $4.92K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 25 | $4.92K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 26 | $5.04K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 27 | $5.32K | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 27 | $5.32K | 0.00% | +13+92.9% | Added |
| Key Financial Inc | 29 | $5.71K | 0.00% | −2−6.5% | Reduced |
| S&T Bank | 29 | $5.71K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 29 | $5.71K | 0.00% | +2+7.4% | Added |
| Tidemark, LLC | 29 | $5.71K | 0.00% | +2+7.4% | Added |
| RWM Asset Management, LLC | 29 | $5.71K | 0.00% | +29 | New |
| DT Investment Partners, LLC | 30 | $5.91K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 31 | $6.10K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 31 | $6.10K | 0.00% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 31 | $6.10K | 0.00% | +31 | New |
| Synergy Investment Management, LLC | 33 | $6.50K | 0.00% | +33 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 33 | $6.51K | 0.00% | −2−5.7% | Reduced |
| Evermay Wealth Management LLC | 34 | $6.69K | 0.00% | 00.0% | Unchanged |