| Mowery & Schoenfeld Wealth Management, LLC | 0 | $9 | 0.00% | −15−100.0% | Reduced |
| First Pacific Financial | 1 | $354 | 0.00% | −1,478−99.9% | Reduced |
| HFM Investment Advisors, LLC | 1 | $354 | 0.00% | −2−66.7% | Reduced |
| 1015 Capital Partners, LLC | 1 | $354 | 0.00% | −2−66.7% | Reduced |
| Seneschal Advisors, LLC | 1 | $354 | 0.00% | −1−50.0% | Reduced |
| Beaird Harris Wealth Management, LLC | 1 | $354 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 1 | $354 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 1 | $354 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 1 | $354 | 0.00% | 00.0% | Unchanged |
| Trust Co | 1 | $354 | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 1 | $354 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 1 | $354 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 1 | $354 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 1 | $354 | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 1 | $354 | 0.00% | +1 | New |
| Vermillion Wealth Management, Inc. | 1 | $354 | 0.00% | +1 | New |
| Tidemark, LLC | 1 | $354 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $354 | 0.00% | +1 | New |
| Napier Financial, LLC | 1 | $354 | 0.00% | +1 | New |
| Portus Wealth Advisors, LLC | 1 | $354 | 0.00% | +1 | New |
| 3 Factor Indexing, LLC | 1 | $354 | 0.00% | +1 | New |
| Arcadia Investment Management Corp | 2 | $708 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $708 | 0.00% | 00.0% | Unchanged |
| TopTier Wealth Management, LLC | 2 | $708 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 2 | $843 | 0.00% | −6−75.0% | Reduced |
| Valley National Advisers Inc | 5 | $1.00K | 0.00% | +5 | New |
| Geneos Wealth Management Inc. | 4 | $1.42K | 0.00% | −152−97.4% | Reduced |
| North Star Investment Management Corp. | 4 | $1.42K | 0.00% | −7−63.6% | Reduced |
| Arlington Trust Co LLC | 4 | $1.42K | 0.00% | +4 | New |
| Silver Grove Financial Group, Inc. | 4 | $1.42K | 0.00% | +4 | New |
| Central Trust Co | 4 | $1.42K | 0.00% | −83−95.4% | Reduced |
| TFC Financial Management | 4 | $1.42K | 0.00% | −1−20.0% | Reduced |
| Three Bearings Fiduciary Advisors, Inc. | 4 | $1.42K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 4 | $1.42K | 0.00% | +1+33.3% | Added |
| Quaker Wealth Management, LLC | 4 | $1.42K | 0.00% | +2+100.0% | Added |
| Sound Income Strategies, LLC | 4 | $1.42K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 5 | $1.61K | 0.00% | +5 | New |
| Bay Harbor Wealth Management, LLC | 5 | $1.77K | 0.00% | −4−44.4% | Reduced |
| Bank of Jackson Hole Trust | 5 | $1.77K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 5 | $1.77K | 0.00% | +5 | New |
| Imprint Wealth LLC | 6 | $2.12K | 0.01% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 6 | $2.12K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 6 | $2.12K | 0.00% | +1+20.0% | Added |
| Mascoma Wealth Management LLC | 6 | $2.12K | 0.00% | +6 | New |
| Pinnacle Bancorp, Inc. | 6 | $2.12K | 0.00% | +6 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $2.12K | 0.00% | −4−40.0% | Reduced |
| Addison Advisors LLC | 6 | $2.12K | 0.00% | +6 | New |
| Clayton Financial Group LLC | 6 | $2.12K | 0.00% | +6 | New |
| Tiaa Trust, National Association | 7 | $2.48K | 0.00% | −1,799−99.6% | Reduced |
| Fortitude Family Office, LLC | 7 | $2.48K | 0.00% | −3−30.0% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 7 | $2.48K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 7 | $2.48K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 7 | $2.48K | 0.00% | +7 | New |
| Albion Financial Group | 7 | $2.48K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 7 | $2.48K | 0.00% | +5+250.0% | Added |
| Atwood & Palmer Inc | 8 | $2.83K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 8 | $2.83K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 8 | $2.83K | 0.00% | +8 | New |
| Valued Wealth Advisors LLC | 9 | $3.19K | 0.00% | −2−18.2% | Reduced |
| Financial Consulate, Inc | 9 | $3.19K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 9 | $3.19K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 10 | $3.54K | 0.00% | −5−33.3% | Reduced |
| Aspect Partners, LLC | 10 | $3.54K | 0.00% | −5−33.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 10 | $3.54K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 10 | $3.54K | 0.00% | +10 | New |
| Magnolia Wealth Management, LLC | 10 | $3.54K | 0.00% | +10 | New |
| Westfuller Advisors, LLC | 10 | $3.55K | 0.00% | −3−23.1% | Reduced |
| International Assets Investment Management, LLC | 11 | $3.92K | 0.00% | −6−35.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 11 | $3.94K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 14 | $4.00K | 0.00% | +5+55.6% | Added |
| Corsicana & Co. | 7 | $4.13K | 0.00% | +3+75.0% | Added |
| Brown, Lisle/Cummings, Inc. | 12 | $4.25K | 0.00% | −27−69.2% | Reduced |
| Kingdom Financial Group LLC. | 12 | $4.36K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 12 | $4.36K | 0.00% | +12 | New |
| Carolina Wealth Advisors, LLC | 13 | $4.60K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 13 | $4.60K | 0.00% | +3+30.0% | Added |
| Abound Wealth Management | 13 | $4.60K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 14 | $4.95K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 14 | $4.95K | 0.00% | +1+7.7% | Added |
| Coston, McIsaac & Partners | 16 | $5.00K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 15 | $5.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 15 | $5.31K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 16 | $5.66K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 16 | $5.66K | 0.00% | +7+77.8% | Added |
| PlanVest Financial, Inc | 16 | $5.66K | 0.00% | +16 | New |
| Synergy Investment Management, LLC | 16 | $5.67K | 0.00% | +16 | New |
| Cornerstone Financial Management LLC | 17 | $6.02K | 0.01% | +13+325.0% | Added |
| Highline Wealth Partners LLC | 17 | $6.02K | 0.00% | +15+750.0% | Added |
| Ares Financial Consulting, LLC | 17 | $6.05K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 18 | $6.37K | 0.00% | −14−43.8% | Reduced |
| Ancora Advisors, LLC | 19 | $6.72K | 0.00% | −8−29.6% | Reduced |
| Perkins Coie Trust Co | 20 | $7.08K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 20 | $7.08K | 0.00% | +20 | New |
| Oakworth Capital, Inc. | 21 | $7.43K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 21 | $7.43K | 0.00% | +15+250.0% | Added |
| Whipplewood Advisors, LLC | 21 | $7.43K | 0.00% | +21 | New |
| SJS Investment Consulting Inc. | 21 | $7.43K | 0.00% | +11+110.0% | Added |
| Strengthening Families & Communities, LLC | 21 | $7.47K | 0.00% | +21 | New |
| Bare Financial Services, Inc | 22 | $7.79K | 0.00% | +17+340.0% | Added |
| WPG Advisers, LLC | 23 | $8.14K | 0.01% | −11−32.4% | Reduced |