| Harvest Fund Management Co., Ltd | 2 | $0 | 0.00% | −60−96.8% | Reduced |
| Wood Tarver Financial Group, LLC | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 1 | $76 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 1 | $76 | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 2 | $152 | 0.00% | −1−33.3% | Reduced |
| Stone House Investment Management, LLC | 2 | $152 | 0.00% | +2 | New |
| Financial Management Professionals, Inc. | 3 | $228 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 3 | $228 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 3 | $228 | 0.00% | +3 | New |
| Evolution Wealth Management Inc. | 3 | $228 | 0.00% | +3 | New |
| Morse Asset Management, Inc | 4 | $303 | 0.00% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 4 | $303 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 4 | $303 | 0.01% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 4 | $304 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 5 | $339 | 0.00% | −1−16.7% | Reduced |
| Evelyn Partners Investment Management LLP | 5 | $379 | 0.00% | −27−84.4% | Reduced |
| Smallwood Wealth Investment Management, LLC | 5 | $379 | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 5 | $379 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 5 | $379 | 0.00% | +2+66.7% | Added |
| WealthTrak Capital Management LLC | 5 | $380 | 0.00% | −5−50.0% | Reduced |
| United Community Bank | 6 | $455 | 0.00% | −199−97.1% | Reduced |
| WestEnd Advisors, LLC | 6 | $455 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 7 | $531 | 0.00% | −8−53.3% | Reduced |
| Rialto Wealth Management, LLC | 7 | $531 | 0.00% | −2−22.2% | Reduced |
| Roxbury Financial LLC | 7 | $531 | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 7 | $531 | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 7 | $531 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 7 | $531 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 7 | $531 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 7 | $531 | 0.00% | +7 | New |
| Nalls Sherbakoff Group, LLC | 8 | $607 | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 8 | $607 | 0.00% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 9 | $683 | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 9 | $683 | 0.00% | 00.0% | Unchanged |
| PMV Capital Advisers, LLC | 10 | $758 | 0.00% | +10 | New |
| Caitong International Asset Management Co., Ltd | 11 | $834 | 0.00% | −19−63.3% | Reduced |
| Dougherty Wealth Advisers LLC | 11 | $834 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 11 | $834 | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 12 | $910 | 0.00% | −52−81.3% | Reduced |
| Financial Gravity Companies, Inc. | 12 | $910 | 0.00% | +12 | New |
| Harbor Asset Planning, Inc. | 12 | $910 | 0.00% | +12 | New |
| Garde Capital, Inc. | 12 | $911 | 0.00% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 13 | $985 | 0.00% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 13 | $986 | 0.00% | −6−31.6% | Reduced |
| WPG Advisers, LLC | 13 | $986 | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 16 | $1.21K | 0.00% | −25−61.0% | Reduced |
| Union Bancaire Privee, UBP SA | 17 | $1.28K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 17 | $1.29K | 0.00% | −182−91.5% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 17 | $1.29K | 0.00% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 17 | $1.29K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 20 | $1.52K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 20 | $1.52K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 20 | $1.52K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 21 | $1.59K | 0.00% | 00.0% | Unchanged |
| Motco | 23 | $1.64K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 22 | $1.67K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 22 | $1.67K | 0.00% | +22 | New |
| Bellevue Asset Management, LLC | 23 | $1.74K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 25 | $1.78K | 0.00% | −103−80.5% | Reduced |
| Newton One Investments LLC | 24 | $1.82K | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 25 | $1.83K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 25 | $1.90K | 0.00% | −61−70.9% | Reduced |
| TD Capital Management LLC | 25 | $1.90K | 0.00% | −3−10.7% | Reduced |
| Minot DeBlois Advisors LLC | 25 | $1.90K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 25 | $1.90K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 25 | $1.90K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 25 | $1.90K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 25 | $1.90K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 25 | $1.90K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 25 | $1.90K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 25 | $1.90K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 25 | $1.90K | 0.00% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 25 | $1.90K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 25 | $1.90K | 0.00% | −25−50.0% | Reduced |
| Mid-American Wealth Advisory Group, Inc. | 25 | $1.90K | 0.00% | +25 | New |
| Beutel, Goodman & Co Ltd. | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 30 | $2.00K | 0.00% | +8+36.4% | Added |
| Inlight Wealth Management, LLC | 27 | $2.05K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 28 | $2.14K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 29 | $2.16K | 0.00% | −250−89.6% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 29 | $2.20K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 29 | $2.20K | 0.00% | +29 | New |
| Cornerstone Planning Group LLC | 31 | $2.25K | 0.00% | +5+19.2% | Added |
| Trust Co | 30 | $2.27K | 0.00% | 00.0% | Unchanged |
| Promus Capital, LLC | 31 | $2.35K | 0.00% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 31 | $2.35K | 0.00% | −16−34.0% | Reduced |
| Hoey Investments, Inc | 31 | $2.35K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 32 | $2.43K | 0.00% | +32 | New |
| MCF Advisors LLC | 34 | $2.58K | 0.00% | 00.0% | Unchanged |
| Raelipskie Partnership | 35 | $2.65K | 0.00% | 00.0% | Unchanged |
| Disciplined Equity Management, Inc. | 35 | $2.65K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 35 | $2.65K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 36 | $2.73K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 36 | $2.73K | 0.00% | +1+2.9% | Added |
| Fortis Group Advisors, LLC | 37 | $2.81K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 39 | $2.96K | 0.00% | 00.0% | Unchanged |