| Caitlin John, LLC | 0 | $75 | 0.00% | −61−100.0% | Reduced |
| Quest 10 Wealth Builders, Inc. | 1 | $463 | 0.00% | 00.0% | Unchanged |
| Atomic Invest LLC | 1 | $515 | 0.00% | +1 | New |
| Three Bearings Fiduciary Advisors, Inc. | 1 | $742 | 0.00% | +1 | New |
| Delos Wealth Advisors, LLC | 1 | $772 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 1 | $772 | 0.00% | 00.0% | Unchanged |
| Motco | 1 | $772 | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 1 | $772 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 1 | $772 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 1 | $772 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1 | $772 | 0.00% | +1 | New |
| Seneschal Advisors, LLC | 1 | $772 | 0.00% | +1 | New |
| Godfrey Financial Associates, Inc. | 1 | $772 | 0.00% | +1 | New |
| Atlantic Private Wealth, LLC | 1 | $773 | 0.00% | +1 | New |
| Quattro Advisors LLC | 1 | $773 | 0.00% | +1 | New |
| Beaird Harris Wealth Management, LLC | 1 | $796 | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 2 | $1.54K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 2 | $1.54K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 2 | $1.54K | 0.00% | +1+100.0% | Added |
| Networth Advisors, LLC | 2 | $1.54K | 0.00% | +2 | New |
| Signature Equity Partners, LLC | 2 | $1.54K | 0.00% | +2 | New |
| PEAK6 LLC | 3 | $2.03K | 0.00% | −11,844−100.0% | Reduced |
| Cape Investment Advisory, Inc. | 3 | $2.32K | 0.00% | −11−78.6% | Reduced |
| Team Financial Group, LLC | 3 | $2.32K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 3 | $2.32K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $2.32K | 0.00% | +1+50.0% | Added |
| Legacy Wealth Managment, LLC | 3 | $2.32K | 0.00% | +1+50.0% | Added |
| PayPay Securities Corp | 3 | $2.32K | 0.07% | +1+50.0% | Added |
| JNBA Financial Advisors | 3 | $2.32K | 0.00% | +3 | New |
| Foster Dykema Cabot & Partners, LLC | 3 | $2.32K | 0.00% | +3 | New |
| Rialto Wealth Management, LLC | 3 | $2.32K | 0.00% | +3 | New |
| Optima Capital LLC | 3 | $2.32K | 0.00% | +3 | New |
| Dunhill Financial, LLC | 4 | $2.97K | 0.00% | +2+100.0% | Added |
| CNB Bank | 4 | $3.09K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 4 | $3.09K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 4 | $3.09K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 4 | $3.09K | 0.00% | 00.0% | Unchanged |
| Eq Wealth Advisors, LLC | 4 | $3.09K | 0.00% | +4 | New |
| Intesa Sanpaolo Wealth Management | 4 | $3.09K | 0.00% | +4 | New |
| Hartford Financial Management Inc. | 4 | $3.09K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 4 | $3.09K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 4 | $3.09K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 4 | $3.09K | 0.00% | +4 | New |
| Silicon Valley Capital Partners | 4 | $3.10K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 5 | $3.56K | 0.02% | +5 | New |
| Clark Wealth Partners | 5 | $3.86K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 5 | $3.86K | 0.00% | +2+66.7% | Added |
| DV Trading LLC | 5 | $3.86K | 0.00% | +5 | New |
| First Command Advisory Services, Inc. | 5 | $3.86K | 0.00% | +5 | New |
| Elevated Capital Advisors, LLC | 5 | $3.86K | 0.00% | +5 | New |
| Bank of Jackson Hole Trust | 5 | $3.86K | 0.00% | +5 | New |
| Wealth Enhancement Trust Services, Inc. | 5 | $3.86K | 0.00% | +5 | New |
| McGuire Capital Advisors Inc | 5 | $3.86K | 0.00% | +5 | New |
| Winnow Wealth LLC | 5 | $3.86K | 0.00% | +4+400.0% | Added |
| Clarity Asset Management, Inc. | 5 | $3.88K | 0.00% | 00.0% | Unchanged |
| Motiv8 Investments LLC | 5 | $4.00K | 0.00% | +5 | New |
| Kozak & Associates, Inc. | 5 | $4.01K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 6 | $4.63K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 6 | $4.63K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 6 | $4.63K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 6 | $4.63K | 0.00% | +6 | New |
| Armstrong Advisory Group, Inc | 6 | $4.63K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $4.63K | 0.00% | +2+50.0% | Added |
| Trust Co of Toledo NA | 7 | $5.40K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 7 | $5.40K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 7 | $5.40K | 0.00% | +4+133.3% | Added |
| United Financial Planning Group LLC | 7 | $5.40K | 0.00% | +7 | New |
| Cornerstone Financial Management LLC | 7 | $5.40K | 0.01% | +7 | New |
| Moisand Fitzgerald Tamayo, LLC | 7 | $5.40K | 0.00% | −6−46.2% | Reduced |
| Hollencrest Capital Management | 7 | $5.43K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 8 | $6.17K | 0.00% | +6+300.0% | Added |
| S&T Bank | 8 | $6.17K | 0.00% | −2−20.0% | Reduced |
| Bare Financial Services, Inc | 8 | $6.17K | 0.00% | −2−20.0% | Reduced |
| Crewe Advisors LLC | 8 | $6.17K | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 8 | $6.17K | 0.00% | +8 | New |
| Nemes Rush Group LLC | 8 | $6.17K | 0.00% | +8 | New |
| Red Tortoise LLC | 9 | $6.95K | 0.00% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 9 | $6.95K | 0.01% | +9 | New |
| Roxbury Financial LLC | 9 | $6.98K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 10 | $7.72K | 0.00% | −4−28.6% | Reduced |
| DT Investment Partners, LLC | 10 | $7.72K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 10 | $7.72K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 10 | $7.72K | 0.00% | +1+11.1% | Added |
| North Star Investment Management Corp. | 10 | $7.72K | 0.00% | +10 | New |
| Strive Financial Group ,LLC | 10 | $7.72K | 0.00% | +10 | New |
| Hilton Head Capital Partners, LLC | 10 | $7.72K | 0.00% | +10 | New |
| Kerr Financial Planning Corp | 10 | $7.78K | 0.01% | +1+11.1% | Added |
| CKW Financial Group | 10 | $8.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 11 | $8.49K | 0.00% | −4−26.7% | Reduced |
| ZRC Wealth Management, LLC | 11 | $8.49K | 0.00% | +5+83.3% | Added |
| Wealth Watch Advisors, INC | 11 | $8.49K | 0.00% | +5+83.3% | Added |
| Steigerwald, Gordon & Koch Inc. | 12 | $9.26K | 0.00% | +2+20.0% | Added |
| Financial Consulate, Inc | 12 | $9.26K | 0.00% | 00.0% | Unchanged |
| Garton & Associates Financial Advisors LLC | 12 | $9.29K | 0.01% | +12 | New |
| Addison Advisors LLC | 13 | $10.0K | 0.00% | +2+18.2% | Added |
| Jackson, Grant Investment Advisers, Inc. | 14 | $10.8K | 0.00% | −3−17.6% | Reduced |
| Joseph Group Capital Management | 14 | $10.8K | 0.00% | +14 | New |
| Marquette Asset Management, LLC | 14 | $10.8K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 14 | $10.8K | 0.01% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 15 | $11.6K | 0.00% | 00.0% | Unchanged |