| Trust Co of Toledo NA | 1 | $396 | 0.00% | −21−95.5% | Reduced |
| Murphy & Mullick Capital Management Corp | 1 | $396 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1 | $396 | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 1 | $396 | 0.00% | +1 | New |
| Beaird Harris Wealth Management, LLC | 1 | $397 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 1 | $397 | 0.00% | 00.0% | Unchanged |
| Motco | 2 | $793 | 0.00% | −12−85.7% | Reduced |
| HFM Investment Advisors, LLC | 2 | $793 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 2 | $793 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 2 | $793 | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 2 | $793 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 2 | $793 | 0.00% | +1+100.0% | Added |
| Redwood Park Advisors LLC | 2 | $793 | 0.00% | +1+100.0% | Added |
| Investors Research Corp | 2 | $793 | 0.00% | +2 | New |
| Caitlin John, LLC | 2 | $793 | 0.00% | +2 | New |
| Synergy Investment Management, LLC | 2 | $793 | 0.00% | +2 | New |
| Roble, Belko & Company, Inc | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $1.19K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 3 | $1.19K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 3 | $1.19K | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 3 | $1.19K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 3 | $1.19K | 0.00% | +3 | New |
| Retiremitten Financial LLC | 3 | $1.19K | 0.00% | +3 | New |
| Albion Financial Group | 3 | $1.19K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 3 | $1.19K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 4 | $1.59K | 0.00% | −23−85.2% | Reduced |
| Aspect Partners, LLC | 4 | $1.59K | 0.00% | −8−66.7% | Reduced |
| Nemes Rush Group LLC | 4 | $1.59K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 4 | $1.59K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 4 | $1.59K | 0.00% | +4 | New |
| Capital & Planning, LLC | 4 | $1.59K | 0.00% | +4 | New |
| Rialto Wealth Management, LLC | 4 | $1.59K | 0.00% | +4 | New |
| Gilpin Wealth Management, LLC | 4 | $1.59K | 0.00% | +4 | New |
| Portus Wealth Advisors, LLC | 4 | $1.59K | 0.00% | +4 | New |
| PayPay Securities Corp | 4 | $1.76K | 0.06% | −1−20.0% | Reduced |
| Wealth Science Advisors LLC | 4 | $1.88K | 0.00% | +4 | New |
| Strategic Advocates LLC | 5 | $1.98K | 0.01% | −395−98.8% | Reduced |
| Bayban | 5 | $1.98K | 0.00% | −11−68.8% | Reduced |
| Hollencrest Capital Management | 5 | $1.98K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 5 | $1.98K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 5 | $1.98K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 5 | $1.98K | 0.00% | +5 | New |
| Tradewinds Capital Management, LLC | 5 | $1.98K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 6 | $2.38K | 0.00% | −28−82.4% | Reduced |
| 1015 Capital Partners, LLC | 6 | $2.38K | 0.00% | +2+50.0% | Added |
| United Community Bank | 7 | $2.77K | 0.00% | −21−75.0% | Reduced |
| Bare Financial Services, Inc | 7 | $2.77K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 7 | $2.77K | 0.00% | +7 | New |
| Pacific Center for Financial Services | 7 | $2.78K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 7 | $2.78K | 0.00% | +3+75.0% | Added |
| Retirement Wealth Solutions LLC | 8 | $3.17K | 0.00% | +6+300.0% | Added |
| Hoey Investments, Inc | 8 | $3.17K | 0.00% | +8 | New |
| Community Financial Services Group, LLC | 8 | $3.17K | 0.00% | +8 | New |
| Darwin Advisors, LLC | 8 | $3.21K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 9 | $3.57K | 0.00% | −2−18.2% | Reduced |
| Kennebec Savings Bank | 9 | $3.57K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 9 | $3.57K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 9 | $3.57K | 0.00% | +9 | New |
| Burk Holdings LLC | 9 | $3.57K | 0.00% | +9 | New |
| Addison Advisors LLC | 9 | $3.57K | 0.00% | −20−69.0% | Reduced |
| Clark Wealth Partners | 9 | $3.57K | 0.00% | −7−43.8% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 9 | $3.67K | 0.00% | +9 | New |
| Corsicana & Co. | 9 | $3.86K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 10 | $3.96K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 10 | $3.96K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 10 | $3.96K | 0.00% | +10 | New |
| Strive Financial Group ,LLC | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 11 | $4.36K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 11 | $4.36K | 0.00% | +2+22.2% | Added |
| Bay Harbor Wealth Management, LLC | 12 | $4.76K | 0.00% | +5+71.4% | Added |
| Your Advocates Ltd., LLP | 12 | $4.76K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 12 | $4.76K | 0.00% | +6+100.0% | Added |
| Greykasell Wealth Strategies, Inc. | 12 | $4.76K | 0.00% | +12 | New |
| Strategic Wealth Partners, Ltd. | 12 | $4.80K | 0.00% | +2+20.0% | Added |
| First PREMIER Bank | 13 | $5.00K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 13 | $5.15K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 13 | $5.15K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 13 | $5.15K | 0.00% | +3+30.0% | Added |
| Triumph Capital Management | 13 | $5.15K | 0.00% | +5+62.5% | Added |
| Vermillion Wealth Management, Inc. | 13 | $5.15K | 0.00% | +13 | New |
| Byrne Asset Management LLC | 13 | $5.15K | 0.00% | +13 | New |
| Signature Resources Capital Management, LLC | 13 | $5.15K | 0.00% | +13 | New |
| Asset Dedication, LLC | 14 | $5.55K | 0.00% | −22−61.1% | Reduced |
| Valued Wealth Advisors LLC | 14 | $5.55K | 0.00% | −1−6.7% | Reduced |
| Hughes Financial Services, LLC | 14 | $5.55K | 0.00% | +7+100.0% | Added |
| McGuire Capital Advisors Inc | 14 | $5.55K | 0.00% | +13+1,300.0% | Added |
| Southern Michigan Bank & Trust | 14 | $5.55K | 0.00% | +14 | New |
| Innovative Asset Advisors Group, LLC | 14 | $5.55K | 0.00% | +14 | New |
| American National Bank | 15 | $5.95K | 0.00% | −16−51.6% | Reduced |
| Evelyn Partners Investment Management LLP | 15 | $5.95K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 15 | $5.95K | 0.00% | +15 | New |
| Westside Investment Management, Inc. | 16 | $6.33K | 0.00% | 00.0% | Unchanged |
| Lavaca Capital LLC | 16 | $6.34K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 16 | $6.34K | 0.00% | 00.0% | Unchanged |
| Align Financial, LLC | 16 | $6.34K | 0.00% | −7,500−99.8% | Reduced |
| Arlington Trust Co LLC | 16 | $6.34K | 0.00% | +3+23.1% | Added |
| RMG Wealth Management LLC | 13 | $6.71K | 0.00% | +13 | New |
| Brown, Lisle/Cummings, Inc. | 17 | $6.74K | 0.00% | +12+240.0% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 18 | $7.14K | 0.01% | −12−40.0% | Reduced |
| Webster Bank, N. A. | 18 | $7.14K | 0.00% | 00.0% | Unchanged |