| CKW Financial Group | 1 | $0 | 0.00% | +1 | New |
| Darwin Advisors, LLC | 0 | $28 | 0.00% | 0 | New |
| Halbert Hargrove Global Advisors, LLC | 1 | $155 | 0.00% | +1 | New |
| Caitlin John, LLC | 1 | $281 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1 | $282 | 0.00% | −4−80.0% | Reduced |
| Private Wealth Management Group, LLC | 1 | $282 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $282 | 0.00% | +1 | New |
| Valued Wealth Advisors LLC | 1 | $283 | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 2 | $562 | 0.00% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 2 | $562 | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 2 | $562 | 0.00% | +2 | New |
| Timbuktu Capital Management, LLC | 2 | $562 | 0.00% | +2 | New |
| Meramec Financial Planners, LLC | 3 | $804 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 3 | $843 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 3 | $843 | 0.00% | +2+200.0% | Added |
| Princeton Global Asset Management LLC | 3 | $843 | 0.00% | +3 | New |
| Tower Trust & Investment Co | 3 | $843 | 0.00% | +3 | New |
| Provenance Wealth Advisors, LLC | 3 | $843 | 0.00% | +3 | New |
| Capital Advisors, Ltd. LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 7 | $1.00K | 0.00% | +1+16.7% | Added |
| Pin Oak Investment Advisors Inc | 3 | $1.00K | 0.00% | +3 | New |
| Navigoe, LLC | 6 | $1.00K | 0.00% | +6 | New |
| DecisionPoint Financial, LLC | 4 | $1.12K | 0.00% | +4 | New |
| Investors Portfolio Services LLC | 4 | $1.12K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 4 | $1.12K | 0.04% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 4 | $1.12K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 4 | $1.13K | 0.00% | +4 | New |
| BOK Financial Private Wealth, Inc. | 4 | $1.13K | 0.00% | +4 | New |
| TD Capital Management LLC | 4 | $1.16K | 0.00% | 00.0% | Unchanged |
| NorthAvenue LLC | 4 | $1.20K | 0.00% | +4 | New |
| Decker Retirement Planning Inc. | 5 | $1.32K | 0.00% | +5 | New |
| Davis Capital Management | 5 | $1.41K | 0.00% | +5 | New |
| Glen Eagle Advisors, LLC | 5 | $1.41K | 0.00% | +5 | New |
| Quaker Wealth Management, LLC | 5 | $1.41K | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 5 | $1.41K | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 5 | $1.41K | 0.00% | 00.0% | Unchanged |
| Mosley Wealth Management | 6 | $1.69K | 0.00% | +6 | New |
| TFC Financial Management | 6 | $1.69K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 7 | $1.97K | 0.00% | −44−86.3% | Reduced |
| Bangor Savings Bank | 7 | $1.97K | 0.00% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 7 | $1.97K | 0.00% | 00.0% | Unchanged |
| EFG International AG | 7 | $1.97K | 0.00% | +1+16.7% | Added |
| FWL Investment Management, LLC | 7 | $1.97K | 0.00% | +7 | New |
| Lummis Asset Management, LP | 7 | $1.97K | 0.00% | +7 | New |
| Pacifica Partners Inc. | 8 | $2.19K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 9 | $2.53K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 9 | $2.53K | 0.00% | +1+12.5% | Added |
| Park Square Financial Group, LLC | 9 | $2.53K | 0.02% | +9 | New |
| American Capital Advisory, LLC | 9 | $2.53K | 0.00% | +6+200.0% | Added |
| Beaird Harris Wealth Management, LLC | 10 | $2.77K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 10 | $2.81K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $2.81K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 10 | $2.81K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 11 | $3.09K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 11 | $3.09K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 11 | $3.09K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 12 | $3.37K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 12 | $3.37K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 15 | $3.55K | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 13 | $3.65K | 0.00% | +13 | New |
| Hickory Point Bank & Trust | 14 | $3.93K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 14 | $3.93K | 0.00% | 00.0% | Unchanged |
| Downshift Financial, LLC | 14 | $3.93K | 0.00% | +14 | New |
| NBH Bank | 14 | $3.93K | 0.00% | +14 | New |
| Golden State Equity Partners | 15 | $4.21K | 0.01% | −379−96.2% | Reduced |
| General Partner, Inc. | 15 | $4.21K | 0.00% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 15 | $4.21K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 15 | $4.22K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 15 | $4.22K | 0.00% | +6+66.7% | Added |
| Dunhill Financial, LLC | 15 | $4.22K | 0.00% | +9+150.0% | Added |
| Millstone Evans Group, LLC | 17 | $4.78K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 17 | $4.78K | 0.00% | +9+112.5% | Added |
| Lloyd Advisory Services, LLC. | 18 | $5.06K | 0.00% | −2−10.0% | Reduced |
| Proffitt & Goodson Inc | 18 | $5.06K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 18 | $5.06K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 18 | $5.06K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 18 | $5.09K | 0.00% | −26−59.1% | Reduced |
| Kingdom Financial Group LLC. | 20 | $5.74K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 21 | $5.80K | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 21 | $5.90K | 0.00% | −94−81.7% | Reduced |
| Richard W. Paul & Associates, LLC | 21 | $5.90K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 21 | $5.90K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 21 | $5.90K | 0.00% | +4+23.5% | Added |
| TSFG, LLC | 21 | $6.00K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 23 | $6.46K | 0.00% | +23 | New |
| Capula Management Ltd | 24 | $6.75K | 0.00% | −2,858−99.2% | Reduced |
| Murphy & Mullick Capital Management Corp | 24 | $6.75K | 0.00% | −3−11.1% | Reduced |
| Independence Bank of Kentucky | 25 | $7.03K | 0.00% | 00.0% | Unchanged |
| City State Bank | 25 | $7.03K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 25 | $7.03K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 26 | $7.27K | 0.01% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 27 | $7.59K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 27 | $7.59K | 0.00% | +2+8.0% | Added |
| Dogwood Wealth Management LLC | 28 | $7.87K | 0.00% | +11+64.7% | Added |
| Cornerstone Planning Group LLC | 29 | $8.09K | 0.00% | +13+81.3% | Added |
| S&T Bank | 29 | $8.15K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 29 | $8.15K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 29 | $8.15K | 0.00% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 30 | $8.43K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 30 | $8.43K | 0.00% | 00.0% | Unchanged |