| Y.D. More Investments Ltd | 28 | $47 | 0.00% | +28 | New |
| Quest 10 Wealth Builders, Inc. | 1 | $337 | 0.00% | 00.0% | Unchanged |
| Motco | 1 | $562 | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 1 | $562 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 1 | $562 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 1 | $562 | 0.00% | +1 | New |
| Avalon Trust Co | 1 | $563 | 0.00% | −49−98.0% | Reduced |
| Quaker Wealth Management, LLC | 1 | $563 | 0.00% | −1−50.0% | Reduced |
| Delos Wealth Advisors, LLC | 1 | $563 | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 1 | $563 | 0.00% | +1 | New |
| Breakwater Investment Management | 1 | $563 | 0.00% | +1 | New |
| Winnow Wealth LLC | 1 | $563 | 0.00% | +1 | New |
| Graney & King, LLC | 1 | $565 | 0.00% | −3−75.0% | Reduced |
| Beaird Harris Wealth Management, LLC | 1 | $580 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $600 | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 2 | $934 | 0.03% | −1−33.3% | Reduced |
| Bay Harbor Wealth Management, LLC | 2 | $1.12K | 0.00% | +1+100.0% | Added |
| Hurley Capital, LLC | 2 | $1.13K | 0.00% | −13−86.7% | Reduced |
| Front Row Advisors LLC | 2 | $1.13K | 0.00% | −1−33.3% | Reduced |
| DAGCO, Inc. | 2 | $1.13K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 2 | $1.13K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2 | $1.13K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 2 | $1.13K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 2 | $1.13K | 0.00% | +2 | New |
| Dunhill Financial, LLC | 2 | $1.40K | 0.00% | −2−50.0% | Reduced |
| MRP Capital Investments, LLC | 3 | $1.57K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $1.69K | 0.00% | −1−25.0% | Reduced |
| Longfellow Investment Management Co LLC | 3 | $1.69K | 0.00% | 00.0% | Unchanged |
| Team Financial Group, LLC | 3 | $1.69K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 3 | $1.69K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 3 | $1.69K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 3 | $1.71K | 0.00% | −2−40.0% | Reduced |
| Cloud Capital Management, LLC | 5 | $2.00K | 0.00% | +5 | New |
| Core Alternative Capital | 4 | $2.25K | 0.00% | −39−90.7% | Reduced |
| CNB Bank | 4 | $2.25K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 4 | $2.25K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 4 | $2.25K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 4 | $2.25K | 0.00% | +4 | New |
| Abich Financial Wealth Management LLC | 4 | $2.25K | 0.00% | +4 | New |
| Hartford Financial Management Inc. | 4 | $2.25K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 4 | $2.25K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 4 | $2.25K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 4 | $2.25K | 0.00% | +2+100.0% | Added |
| Halbert Hargrove Global Advisors, LLC | 4 | $2.25K | 0.00% | +4 | New |
| Silicon Valley Capital Partners | 4 | $2.26K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 4 | $2.32K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 5 | $2.81K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 5 | $2.82K | 0.00% | +1+25.0% | Added |
| Clarity Asset Management, Inc. | 5 | $2.83K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 6 | $3.37K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 6 | $3.37K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 6 | $3.37K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 6 | $3.37K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 6 | $3.37K | 0.00% | +6 | New |
| Wealth Watch Advisors, INC | 6 | $3.37K | 0.00% | +6 | New |
| Kozak & Associates, Inc. | 5 | $3.54K | 0.00% | 00.0% | Unchanged |
| Prudent Man Investment Management, Inc. | 5 | $3.56K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 148 | $3.58K | 0.00% | +134+957.1% | Added |
| Clark Wealth Partners | 5 | $3.86K | 0.00% | +5 | New |
| Hughes Financial Services, LLC | 6 | $3.93K | 0.00% | +5+500.0% | Added |
| Trust Co of Toledo NA | 7 | $3.94K | 0.00% | −1−12.5% | Reduced |
| Farmers & Merchants Investments Inc | 7 | $3.94K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 7 | $3.95K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 8 | $4.50K | 0.00% | +1+14.3% | Added |
| Crewe Advisors LLC | 8 | $4.50K | 0.00% | +8 | New |
| Red Tortoise LLC | 9 | $5.06K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 9 | $5.06K | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 9 | $5.06K | 0.00% | +9 | New |
| Roxbury Financial LLC | 9 | $5.08K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 10 | $5.62K | 0.00% | −15−60.0% | Reduced |
| DT Investment Partners, LLC | 10 | $5.62K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 10 | $5.62K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 10 | $5.62K | 0.00% | +3+42.9% | Added |
| Bare Financial Services, Inc | 10 | $5.62K | 0.00% | +3+42.9% | Added |
| Transamerica Financial Advisors, Inc. | 10 | $5.62K | 0.00% | +10 | New |
| Steigerwald, Gordon & Koch Inc. | 10 | $5.62K | 0.00% | +10 | New |
| Pacifica Partners Inc. | 10 | $6.00K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 10 | $6.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 11 | $6.19K | 0.00% | +4+57.1% | Added |
| Kerr Financial Planning Corp | 9 | $6.38K | 0.01% | +9 | New |
| Financial Consulate, Inc | 12 | $6.75K | 0.00% | +12 | New |
| JPL Wealth Management, LLC | 12 | $6.75K | 0.00% | +12 | New |
| Avion Wealth | 13 | $7.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 13 | $7.31K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 13 | $7.31K | 0.00% | +13 | New |
| Missouri Trust & Investment Co | 14 | $7.87K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 14 | $7.87K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 14 | $7.87K | 0.01% | +6+75.0% | Added |
| Marquette Asset Management, LLC | 14 | $7.87K | 0.00% | +14 | New |
| Sunbelt Securities, Inc. | 14 | $7.88K | 0.00% | −23−62.2% | Reduced |
| Fortitude Family Office, LLC | 15 | $8.43K | 0.00% | −3−16.7% | Reduced |
| Bogart Wealth, LLC | 15 | $8.43K | 0.00% | +3+25.0% | Added |
| J.Safra Asset Management Corp | 15 | $8.43K | 0.00% | +15 | New |
| Kilter Group LLC | 15 | $8.44K | 0.00% | −7−31.8% | Reduced |
| Hanson & Doremus Investment Management | 16 | $9.00K | 0.00% | +16 | New |
| CBIZ Investment Advisory Services, LLC | 17 | $9.56K | 0.00% | −34−66.7% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 17 | $9.56K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 18 | $10.0K | 0.00% | +4+28.6% | Added |
| Capital Advisors, Ltd. LLC | 17 | $10.0K | 0.00% | +17 | New |
| Pinnacle Bancorp, Inc. | 18 | $10.1K | 0.00% | +18 | New |