| Salomon & Ludwin, LLC | 1 | $284 | 0.00% | −31−96.9% | Reduced |
| Activest Wealth Management | 1 | $284 | 0.00% | −1−50.0% | Reduced |
| Private Wealth Asset Management, LLC | 1 | $284 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 1 | $284 | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 1 | $284 | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 1 | $284 | 0.00% | +1 | New |
| Triumph Capital Management | 1 | $284 | 0.00% | +1 | New |
| Central Trust Co | 1 | $285 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1 | $285 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1 | $285 | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 1 | $285 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 1 | $285 | 0.00% | +1 | New |
| Investors Portfolio Services LLC | 2 | $455 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 2 | $568 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 2 | $568 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 2 | $568 | 0.00% | +2 | New |
| Prosperity Bancshares Inc | 2 | $568 | 0.00% | +2 | New |
| Optima Capital LLC | 2 | $568 | 0.00% | +2 | New |
| Basepoint Wealth LLC | 2 | $568 | 0.00% | +2 | New |
| Rialto Wealth Management, LLC | 2 | $569 | 0.00% | −2−50.0% | Reduced |
| HFM Investment Advisors, LLC | 2 | $569 | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 2 | $569 | 0.00% | +2 | New |
| Acumen Wealth Advisors, LLC | 2 | $569 | 0.00% | +2 | New |
| Three Bearings Fiduciary Advisors, Inc. | 3 | $768 | 0.00% | +3 | New |
| Aspect Partners, LLC | 3 | $852 | 0.00% | +2+200.0% | Added |
| SHP Wealth Management | 3 | $852 | 0.00% | +3 | New |
| Beaird Harris Wealth Management, LLC | 3 | $853 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 3 | $853 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 3 | $853 | 0.00% | +1+50.0% | Added |
| 1015 Capital Partners, LLC | 3 | $853 | 0.00% | +3 | New |
| Navigoe, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 6 | $1.00K | 0.00% | +3+100.0% | Added |
| Private Wealth Management Group, LLC | 4 | $1.14K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 4 | $1.14K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 4 | $1.14K | 0.00% | +1+33.3% | Added |
| Cornerstone Financial Management LLC | 4 | $1.14K | 0.00% | +4 | New |
| Essential Partners LLC | 5 | $1.42K | 0.00% | −49−90.7% | Reduced |
| Financial Network Wealth Advisors LLC | 5 | $1.42K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 5 | $1.42K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5 | $1.42K | 0.00% | +5 | New |
| South State Corp. | 5 | $1.42K | 0.00% | −5−50.0% | Reduced |
| Clayton Financial Group LLC | 5 | $1.42K | 0.00% | +5 | New |
| Sound Income Strategies, LLC | 5 | $1.44K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 6 | $1.71K | 0.00% | +2+50.0% | Added |
| Transamerica Financial Advisors, Inc. | 6 | $1.71K | 0.00% | +6 | New |
| Lodestone Wealth Management LLC | 6 | $1.71K | 0.00% | +6 | New |
| Kilter Group LLC | 6 | $1.71K | 0.00% | −4−40.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 6 | $1.71K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 6 | $1.71K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 7 | $1.99K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 7 | $1.99K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 7 | $1.99K | 0.00% | +6+600.0% | Added |
| Global Trust Asset Management, LLC | 7 | $1.99K | 0.00% | +7 | New |
| Crewe Advisors LLC | 7 | $1.99K | 0.00% | +7 | New |
| Capital Advisors, Ltd. LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 8 | $2.14K | 0.00% | +2+33.3% | Added |
| Clark Wealth Partners | 8 | $2.27K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 9 | $2.48K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 9 | $2.56K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 9 | $2.56K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 9 | $2.56K | 0.00% | +9 | New |
| Sachetta, LLC | 9 | $2.56K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 9 | $2.56K | 0.00% | +2+28.6% | Added |
| Abound Wealth Management | 10 | $2.74K | 0.00% | +1+11.1% | Added |
| RMG Wealth Management LLC | 10 | $2.76K | 0.00% | +10 | New |
| CoreCap Advisors, LLC | 10 | $2.84K | 0.00% | +2+25.0% | Added |
| Prestige Wealth Management Group LLC | 10 | $2.84K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 10 | $2.84K | 0.00% | +5+100.0% | Added |
| Greenline Wealth Management LLC | 10 | $2.94K | 0.00% | +10 | New |
| Cornerstone Planning Group LLC | 12 | $3.10K | 0.00% | +1+9.1% | Added |
| IMA Wealth, Inc. | 11 | $3.13K | 0.00% | +10+1,000.0% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 11 | $3.13K | 0.00% | −1−8.3% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 11 | $3.13K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 11 | $3.13K | 0.00% | +11 | New |
| Foster Dykema Cabot & Partners, LLC | 12 | $3.41K | 0.00% | +12 | New |
| Ameriflex Group, Inc. | 13 | $3.69K | 0.00% | −13−50.0% | Reduced |
| Trust Co of Vermont | 14 | $3.98K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 15 | $4.24K | 0.00% | +1+7.1% | Added |
| Howard Hughes Medical Institute | 15 | $4.26K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 15 | $4.26K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 16 | $4.55K | 0.00% | +6+60.0% | Added |
| Bangor Savings Bank | 17 | $4.83K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 17 | $4.83K | 0.00% | +17 | New |
| Cygnus Capital Advisors, LLC | 19 | $5.00K | 0.00% | +19 | New |
| Torren Management, LLC | 19 | $5.40K | 0.00% | +19 | New |
| ORG Partners LLC | 20 | $5.68K | 0.00% | +10+100.0% | Added |
| Johnson Financial Group, Inc. | 20 | $5.68K | 0.00% | −1−4.8% | Reduced |
| Anfield Capital Management, LLC | 20 | $5.68K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 20 | $5.68K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 20 | $5.68K | 0.00% | +2+11.1% | Added |
| Webster Bank, N. A. | 22 | $6.25K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 22 | $6.25K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 23 | $6.54K | 0.00% | −7−23.3% | Reduced |
| Ares Financial Consulting, LLC | 23 | $6.54K | 0.01% | +23 | New |
| MidFirst Bank | 1,385 | $6.82K | 0.00% | +1,385 | New |
| Avion Wealth | 26 | $7.00K | 0.00% | +2+8.3% | Added |
| Kerr Financial Planning Corp | 29 | $7.07K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 25 | $7.11K | 0.00% | −523−95.4% | Reduced |
| Keating Financial Advisory Services, Inc. | 27 | $7.67K | 0.00% | +27 | New |
| Asset Dedication, LLC | 27 | $7.67K | 0.00% | 00.0% | Unchanged |