| Kingdom Financial Group LLC. | 0 | $2 | 0.00% | 0 | New |
| Copia Wealth Management | 0 | $18 | 0.00% | 0 | Unchanged |
| Cordant, Inc. | 0 | $100 | 0.00% | 0 | New |
| Darwin Advisors, LLC | 0 | $449 | 0.00% | 0 | New |
| Halbert Hargrove Global Advisors, LLC | 1 | $524 | 0.00% | +1 | New |
| N.E.W. Advisory Services LLC | 1 | $624 | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 1 | $624 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 1 | $624 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1 | $624 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 1 | $624 | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 1 | $624 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1 | $624 | 0.00% | +1 | New |
| Hoey Investments, Inc | 1 | $624 | 0.00% | +1 | New |
| Morton Brown Family Wealth, LLC | 1 | $624 | 0.00% | +1 | New |
| Spectrum Wealth Advisory Group, LLC | 1 | $625 | 0.00% | +1 | New |
| Beaird Harris Wealth Management, LLC | 1 | $643 | 0.00% | 00.0% | Unchanged |
| Networth Advisors, LLC | 2 | $1.25K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 2 | $1.25K | 0.05% | 00.0% | Unchanged |
| Davis Capital Management | 2 | $1.25K | 0.00% | +1+100.0% | Added |
| Alerus Financial NA | 2 | $1.25K | 0.00% | +2 | New |
| Park Square Financial Group, LLC | 2 | $1.25K | 0.01% | +2 | New |
| Oakmont Advisory Group, LLC | 2 | $1.25K | 0.00% | +2 | New |
| Addison Advisors LLC | 2 | $1.25K | 0.00% | −10−83.3% | Reduced |
| Quaker Wealth Management, LLC | 2 | $1.25K | 0.00% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 2 | $1.25K | 0.00% | +2 | New |
| Front Row Advisors LLC | 2 | $1.59K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 3 | $1.87K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 3 | $1.87K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 3 | $1.87K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 3 | $1.87K | 0.00% | 00.0% | Unchanged |
| Motco | 3 | $1.87K | 0.00% | +2+200.0% | Added |
| CNB Bank | 4 | $2.49K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 4 | $2.49K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 4 | $2.49K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 4 | $2.50K | 0.00% | −1−20.0% | Reduced |
| Hartford Financial Management Inc. | 4 | $2.50K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 4 | $2.50K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 4 | $2.50K | 0.00% | +1+33.3% | Added |
| Torren Management, LLC | 4 | $2.51K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 4 | $2.52K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 4 | $2.73K | 0.00% | 00.0% | Unchanged |
| TIAA Wealth Investment Management LLC | 5 | $2.81K | 0.00% | −3−37.5% | Reduced |
| Activest Wealth Management | 5 | $3.12K | 0.00% | −81−94.2% | Reduced |
| Aspect Partners, LLC | 5 | $3.12K | 0.00% | −17−77.3% | Reduced |
| Rialto Wealth Management, LLC | 5 | $3.12K | 0.00% | −2−28.6% | Reduced |
| First Command Advisory Services, Inc. | 5 | $3.12K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 5 | $3.12K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 5 | $3.12K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 5 | $3.12K | 0.00% | +2+66.7% | Added |
| Cape Investment Advisory, Inc. | 5 | $3.12K | 0.00% | +5 | New |
| NBH Bank | 5 | $3.12K | 0.00% | +5 | New |
| Signature Equity Partners, LLC | 5 | $3.12K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 5 | $3.15K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 6 | $3.74K | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 6 | $3.74K | 0.00% | +6 | New |
| Armstrong Advisory Group, Inc | 6 | $3.74K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $3.74K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 5 | $3.86K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 7 | $4.37K | 0.00% | −9−56.3% | Reduced |
| United Financial Planning Group LLC | 7 | $4.37K | 0.00% | −7−50.0% | Reduced |
| North Star Investment Management Corp. | 7 | $4.37K | 0.00% | −4−36.4% | Reduced |
| Trust Co of Toledo NA | 7 | $4.37K | 0.00% | −1−12.5% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 7 | $4.37K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 7 | $4.37K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 7 | $4.37K | 0.00% | +5+250.0% | Added |
| BOK Financial Private Wealth, Inc. | 7 | $4.37K | 0.00% | +7 | New |
| Creative Capital Management Investments LLC | 7 | $4.37K | 0.00% | +7 | New |
| Marshall Investment Management, LLC | 7 | $4.37K | 0.00% | +7 | New |
| Hollencrest Capital Management | 7 | $4.39K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 8 | $4.99K | 0.00% | −3−27.3% | Reduced |
| Nemes Rush Group LLC | 8 | $4.99K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 8 | $4.99K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 8 | $4.99K | 0.00% | +8 | New |
| Kerr Financial Planning Corp | 10 | $5.64K | 0.01% | −1−9.1% | Reduced |
| Roxbury Financial LLC | 9 | $5.65K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 10 | $6.00K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 10 | $6.24K | 0.00% | −1−9.1% | Reduced |
| Hilton Head Capital Partners, LLC | 10 | $6.24K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 10 | $6.24K | 0.00% | +10 | New |
| DT Investment Partners, LLC | 10 | $6.24K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 10 | $6.24K | 0.00% | +2+25.0% | Added |
| Rakuten Securities, Inc. | 11 | $6.86K | 0.00% | −27−71.1% | Reduced |
| Strive Financial Group ,LLC | 11 | $6.86K | 0.00% | +1+10.0% | Added |
| Strategic Investment Solutions, Inc. | 11 | $6.86K | 0.00% | +5+83.3% | Added |
| Fourth Dimension Wealth, LLC | 11 | $6.86K | 0.00% | +11 | New |
| Bank of New Hampshire | 12 | $7.48K | 0.00% | −12−50.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 12 | $7.48K | 0.00% | +2+20.0% | Added |
| Hughes Financial Services, LLC | 12 | $7.48K | 0.00% | +3+33.3% | Added |
| Tompkins Financial Corp | 13 | $8.11K | 0.00% | +13 | New |
| Financial Consulate, Inc | 13 | $8.11K | 0.00% | −7−35.0% | Reduced |
| Marquette Asset Management, LLC | 14 | $8.73K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 14 | $8.73K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 14 | $8.73K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 14 | $8.73K | 0.01% | +3+27.3% | Added |
| JPL Wealth Management, LLC | 14 | $8.73K | 0.00% | −11−44.0% | Reduced |
| Capital Advisors, Ltd. LLC | 15 | $9.00K | 0.00% | −10−40.0% | Reduced |
| Avion Wealth | 15 | $9.00K | 0.00% | −9−37.5% | Reduced |
| Hazlett, Burt & Watson, Inc. | 14 | $9.00K | 0.00% | 00.0% | Unchanged |
| Joseph Group Capital Management | 15 | $9.35K | 0.00% | −16−51.6% | Reduced |
| Golden State Wealth Management, LLC | 15 | $9.35K | 0.00% | −5−25.0% | Reduced |