| Copia Wealth Management | 0 | $22 | 0.00% | 0 | New |
| Caitlin John, LLC | 0 | $75 | 0.00% | 0 | Unchanged |
| Atlantic Private Wealth, LLC | 1 | $773 | 0.00% | 00.0% | Unchanged |
| Motco | 1 | $773 | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 1 | $773 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 1 | $773 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 1 | $773 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1 | $773 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 1 | $773 | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 1 | $773 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1 | $773 | 0.00% | +1 | New |
| Operose Advisors LLC | 1 | $773 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $773 | 0.00% | +1 | New |
| Napier Financial, LLC | 1 | $773 | 0.00% | +1 | New |
| TopTier Wealth Management, LLC | 1 | $773 | 0.00% | +1 | New |
| Intentional Wealth Strategies, LLC | 1 | $773 | 0.00% | +1 | New |
| Beaird Harris Wealth Management, LLC | 1 | $796 | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 2 | $1.49K | 0.05% | −1−33.3% | Reduced |
| Front Row Advisors LLC | 2 | $1.54K | 0.00% | 00.0% | Unchanged |
| Networth Advisors, LLC | 2 | $1.54K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $1.54K | 0.00% | +1+100.0% | Added |
| Quaker Wealth Management, LLC | 2 | $1.55K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 3 | $2.32K | 0.00% | −7−70.0% | Reduced |
| McGuire Capital Advisors Inc | 3 | $2.32K | 0.00% | −2−40.0% | Reduced |
| JNBA Financial Advisors | 3 | $2.32K | 0.00% | 00.0% | Unchanged |
| Team Financial Group, LLC | 3 | $2.32K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 3 | $2.32K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 3 | $2.32K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 3 | $2.32K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 3 | $2.32K | 0.00% | +3 | New |
| Valued Wealth Advisors LLC | 3 | $2.32K | 0.00% | +3 | New |
| Synergy Investment Management, LLC | 3 | $2.32K | 0.00% | +3 | New |
| Corsicana & Co. | 4 | $2.54K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 4 | $3.09K | 0.00% | −4−50.0% | Reduced |
| 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 |
| CNB Bank | 4 | $3.09K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 4 | $3.09K | 0.00% | 00.0% | Unchanged |
| Intesa Sanpaolo Wealth Management | 4 | $3.09K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 4 | $3.09K | 0.00% | +4 | New |
| Dunhill Financial, LLC | 4 | $3.10K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 4 | $3.11K | 0.00% | −45−91.8% | Reduced |
| Silicon Valley Capital Partners | 4 | $3.11K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 5 | $3.76K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 5 | $3.86K | 0.00% | −12−70.6% | Reduced |
| First Command Advisory Services, Inc. | 5 | $3.86K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 5 | $3.86K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 5 | $3.86K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 5 | $3.86K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 5 | $3.86K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 5 | $3.86K | 0.00% | +2+66.7% | Added |
| Signature Equity Partners, LLC | 5 | $3.87K | 0.00% | +3+150.0% | Added |
| Clarity Asset Management, Inc. | 5 | $3.89K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 6 | $4.64K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $4.64K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 6 | $4.64K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 6 | $4.64K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 8 | $5.07K | 0.00% | −264−97.1% | Reduced |
| Farmers & Merchants Investments Inc | 7 | $5.41K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 7 | $5.41K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 7 | $5.41K | 0.00% | +4+133.3% | Added |
| Hollencrest Capital Management | 7 | $5.44K | 0.00% | 00.0% | Unchanged |
| TIAA Wealth Investment Management LLC | 8 | $6.13K | 0.00% | +8 | New |
| Nemes Rush Group LLC | 8 | $6.18K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 8 | $6.18K | 0.00% | +1+14.3% | Added |
| Vermillion Wealth Management, Inc. | 8 | $6.18K | 0.00% | +8 | New |
| Burk Holdings LLC | 8 | $6.18K | 0.00% | +8 | New |
| Crewe Advisors LLC | 8 | $6.18K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 9 | $6.95K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 9 | $6.95K | 0.00% | +3+50.0% | Added |
| Roxbury Financial LLC | 9 | $6.99K | 0.01% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 11 | $7.40K | 0.01% | +1+10.0% | Added |
| Steigerwald, Gordon & Koch Inc. | 10 | $7.73K | 0.00% | −2−16.7% | Reduced |
| MTM Investment Management, LLC | 10 | $7.73K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 10 | $7.73K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 10 | $7.73K | 0.00% | +2+25.0% | Added |
| DT Investment Partners, LLC | 10 | $7.73K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 10 | $8.00K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 10 | $8.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 11 | $8.50K | 0.00% | +1+10.0% | Added |
| S&T Bank | 11 | $8.50K | 0.00% | +3+37.5% | Added |
| Cornerstone Financial Management LLC | 11 | $8.50K | 0.01% | +4+57.1% | Added |
| Wilkerson Advisory Group LLC | 11 | $8.50K | 0.00% | +5+83.3% | Added |
| ZRC Wealth Management, LLC | 12 | $9.27K | 0.00% | +1+9.1% | Added |
| Addison Advisors LLC | 12 | $9.27K | 0.00% | −1−7.7% | Reduced |
| Atlantic Trust, LLC | 13 | $10.0K | 0.00% | +13 | New |
| Marquette Asset Management, LLC | 14 | $10.8K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 14 | $10.8K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 14 | $10.8K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 14 | $10.8K | 0.01% | +7+100.0% | Added |
| Hazlett, Burt & Watson, Inc. | 14 | $11.0K | 0.00% | +14 | New |
| J.Safra Asset Management Corp | 15 | $11.6K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 16 | $12.0K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 16 | $12.4K | 0.01% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 16 | $12.4K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 16 | $12.4K | 0.00% | +12+300.0% | Added |
| Sunbelt Securities, Inc. | 16 | $12.4K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 18 | $13.9K | 0.00% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 19 | $14.7K | 0.01% | +10+111.1% | Added |