| Evolution Advisers, Inc. | 1 | $0 | 0.00% | +1 | New |
| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| IMA Wealth, Inc. | 1 | $978 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 1 | $978 | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 1 | $978 | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 1 | $978 | 0.00% | +1 | New |
| Noble Wealth Management PBC | 1 | $978 | 0.00% | +1 | New |
| Downshift Financial, LLC | 1 | $978 | 0.00% | +1 | New |
| Breakwater Investment Management | 1 | $979 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1 | $979 | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 1 | $980 | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 2 | $1.96K | 0.00% | −14−87.5% | Reduced |
| Signature Resources Capital Management, LLC | 2 | $1.96K | 0.00% | −3−60.0% | Reduced |
| Align Financial, LLC | 2 | $1.96K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 2 | $1.96K | 0.00% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 2 | $1.96K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 2 | $1.96K | 0.00% | +2 | New |
| Imprint Wealth LLC | 2 | $1.96K | 0.01% | +2 | New |
| Addison Advisors LLC | 2 | $1.96K | 0.00% | −73−97.3% | Reduced |
| Three Bearings Fiduciary Advisors, Inc. | 2 | $1.96K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 2 | $1.96K | 0.00% | +2 | New |
| JNBA Financial Advisors | 2 | $1.96K | 0.00% | +2 | New |
| Caitlin John, LLC | 2 | $2.02K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 2 | $2.46K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 3 | $2.93K | 0.01% | −560−99.5% | Reduced |
| Burk Holdings LLC | 3 | $2.93K | 0.00% | −1−25.0% | Reduced |
| Hickory Point Bank & Trust | 3 | $2.93K | 0.00% | 00.0% | Unchanged |
| Benson Wealth Management INC | 3 | $2.93K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 3 | $2.93K | 0.00% | +3 | New |
| NBH Bank | 3 | $2.93K | 0.00% | +3 | New |
| Avalon Trust Co | 3 | $2.94K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 3 | $2.94K | 0.00% | +1+50.0% | Added |
| Coston, McIsaac & Partners | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 4 | $3.91K | 0.00% | −93−95.9% | Reduced |
| Country Trust Bank | 4 | $3.91K | 0.00% | −18−81.8% | Reduced |
| Smallwood Wealth Investment Management, LLC | 4 | $3.91K | 0.00% | −4−50.0% | Reduced |
| Southern Michigan Bank & Trust | 4 | $3.91K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 4 | $3.91K | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 4 | $3.91K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 4 | $3.91K | 0.15% | +1+33.3% | Added |
| Prosperity Bancshares Inc | 4 | $3.91K | 0.00% | +4 | New |
| Financial Gravity Companies, Inc. | 4 | $3.91K | 0.00% | +4 | New |
| Creative Capital Management Investments LLC | 4 | $3.91K | 0.00% | +4 | New |
| Evolution Wealth Management Inc. | 4 | $3.91K | 0.00% | +4 | New |
| Planning Strategies Inc. | 4 | $3.91K | 0.00% | +4 | New |
| Cranbrook Wealth Management, LLC | 4 | $3.91K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 4 | $3.91K | 0.00% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 4 | $3.92K | 0.00% | +4 | New |
| Purpose Unlimited Inc. | 4 | $3.95K | 0.00% | −441−99.1% | Reduced |
| Meramec Financial Planners, LLC | 4 | $3.95K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 5 | $4.86K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 5 | $4.89K | 0.00% | −5−50.0% | Reduced |
| Indiana Trust & Investment Management CO | 5 | $4.89K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 5 | $4.89K | 0.00% | +5 | New |
| Global Trust Asset Management, LLC | 5 | $4.89K | 0.00% | +5 | New |
| Godfrey Financial Associates, Inc. | 5 | $4.89K | 0.00% | +5 | New |
| Ogorek Anthony Joseph | 6 | $5.00K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 6 | $5.87K | 0.00% | −2−25.0% | Reduced |
| Clark Wealth Partners | 6 | $5.87K | 0.00% | −2−25.0% | Reduced |
| Beaird Harris Wealth Management, LLC | 6 | $5.87K | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 6 | $5.87K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 7 | $6.85K | 0.00% | −2−22.2% | Reduced |
| Barrett & Company, Inc. | 7 | $6.85K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 7 | $6.85K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 7 | $6.85K | 0.00% | +2+40.0% | Added |
| Keb Asset Management, LLC | 7 | $6.85K | 0.00% | +7 | New |
| Redwood Park Advisors LLC | 7 | $6.91K | 0.00% | 00.0% | Unchanged |
| Vega Investment Solutions | 8 | $7.83K | 0.00% | −1,769−99.5% | Reduced |
| Activest Wealth Management | 8 | $7.83K | 0.00% | −3−27.3% | Reduced |
| Orion Capital Management LLC | 8 | $7.83K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 8 | $7.83K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 8 | $7.83K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 8 | $7.83K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 9 | $8.80K | 0.01% | −12−57.1% | Reduced |
| Luken Investment Analytics, LLC | 9 | $8.80K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 9 | $8.80K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 9 | $8.80K | 0.00% | +7+350.0% | Added |
| Tidemark, LLC | 9 | $8.92K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 9 | $9.63K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 10 | $9.78K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 10 | $9.78K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 10 | $9.78K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 10 | $9.78K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 10 | $9.78K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 10 | $9.78K | 0.00% | +2+25.0% | Added |
| Ameriflex Group, Inc. | 11 | $10.8K | 0.00% | +5+83.3% | Added |
| SWAN Capital LLC | 11 | $10.8K | 0.00% | +11 | New |
| Park Square Financial Group, LLC | 12 | $11.7K | 0.11% | −6−33.3% | Reduced |
| CGC Financial Services, LLC | 12 | $11.7K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 12 | $11.7K | 0.00% | +1+9.1% | Added |
| Davis Capital Management | 12 | $11.7K | 0.01% | +11+1,100.0% | Added |
| Chilton Capital Management LLC | 12 | $11.7K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 12 | $11.7K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 13 | $12.7K | 0.00% | −21−61.8% | Reduced |
| Hughes Financial Services, LLC | 13 | $12.7K | 0.00% | +5+62.5% | Added |
| Commonwealth Retirement Investments LLC | 14 | $13.7K | 0.00% | +14 | New |
| Ares Financial Consulting, LLC | 15 | $14.7K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 15 | $14.7K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 15 | $14.7K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 15 | $14.7K | 0.01% | 00.0% | Unchanged |