| Coston, McIsaac & Partners | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 1 | $255 | 0.00% | +1 | New |
| Strive Financial Group ,LLC | 1 | $459 | 0.00% | −146−99.3% | Reduced |
| Greykasell Wealth Strategies, Inc. | 1 | $459 | 0.00% | −38−97.4% | Reduced |
| Southern Michigan Bank & Trust | 1 | $459 | 0.00% | −10−90.9% | Reduced |
| PayPay Securities Corp | 1 | $459 | 0.02% | −1−50.0% | Reduced |
| Gould Capital, LLC | 1 | $459 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 1 | $459 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1 | $459 | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1 | $459 | 0.00% | +1 | New |
| Islay Capital Management, LLC | 1 | $459 | 0.00% | +1 | New |
| SWAN Capital LLC | 1 | $459 | 0.00% | +1 | New |
| Creative Capital Management Investments LLC | 1 | $459 | 0.00% | +1 | New |
| Sims Investment Management, LLC | 1 | $459 | 0.00% | +1 | New |
| Monetary Solutions, Ltd | 1 | $459 | 0.00% | +1 | New |
| Private Wealth Management Group, LLC | 1 | $460 | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 1 | $501 | 0.00% | −2−66.7% | Reduced |
| Hoertkorn Richard Charles | 2 | $918 | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 2 | $918 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 2 | $918 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 2 | $918 | 0.00% | +2 | New |
| West Financial Advisors, LLC | 2 | $919 | 0.00% | +2 | New |
| Sittner & Nelson, LLC | 2 | $919 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 2 | $945 | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 3 | $1.38K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 3 | $1.38K | 0.00% | +3 | New |
| Axiom Investment Management LLC | 3 | $1.38K | 0.00% | +3 | New |
| LifeSteps Financial, Inc. | 3 | $1.38K | 0.00% | +3 | New |
| Stone House Investment Management, LLC | 4 | $1.84K | 0.00% | −2−33.3% | Reduced |
| Blume Capital Management, Inc. | 4 | $1.84K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 4 | $1.84K | 0.00% | +2+100.0% | Added |
| Plante Moran Financial Advisors, LLC | 4 | $1.84K | 0.00% | +3+300.0% | Added |
| Smallwood Wealth Investment Management, LLC | 5 | $2.29K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 5 | $2.30K | 0.00% | −20−80.0% | Reduced |
| Godsey & Gibb Associates | 5 | $2.30K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $2.30K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 5 | $2.30K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 5 | $2.30K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 5 | $2.30K | 0.00% | +5 | New |
| Point Nemo Capital, LLC | 5 | $2.30K | 0.00% | +5 | New |
| Colonial Trust Co | 5 | $2.41K | 0.00% | −71−93.4% | Reduced |
| Your Advocates Ltd., LLP | 6 | $2.75K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 6 | $2.75K | 0.00% | +6 | New |
| Brown, Lisle/Cummings, Inc. | 7 | $3.07K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 7 | $3.21K | 0.00% | −8−53.3% | Reduced |
| Hughes Financial Services, LLC | 7 | $3.21K | 0.00% | −5−41.7% | Reduced |
| C M Bidwell & Associates Ltd | 7 | $3.21K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 7 | $3.21K | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 7 | $3.21K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 8 | $3.67K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 8 | $3.67K | 0.00% | −37−82.2% | Reduced |
| Cedar Mountain Advisors, LLC | 8 | $3.67K | 0.00% | −2−20.0% | Reduced |
| Evolution Wealth Management Inc. | 8 | $3.67K | 0.00% | −2−20.0% | Reduced |
| Oakmont Advisory Group, LLC | 8 | $3.67K | 0.00% | +8 | New |
| ORG Wealth Partners, LLC | 9 | $4.13K | 0.00% | −2−18.2% | Reduced |
| Bay Harbor Wealth Management, LLC | 9 | $4.13K | 0.00% | −1−10.0% | Reduced |
| Benson Wealth Management INC | 9 | $4.13K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 9 | $4.13K | 0.00% | +9 | New |
| Luminist Capital LLC | 10 | $4.59K | 0.01% | +10 | New |
| West Paces Advisors Inc. | 10 | $4.59K | 0.00% | +10 | New |
| Salem Investment Counselors Inc | 10 | $4.59K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 10 | $5.00K | 0.00% | −3−23.1% | Reduced |
| Fortitude Family Office, LLC | 11 | $5.05K | 0.00% | −7−38.9% | Reduced |
| Principia Wealth Advisory, LLC | 11 | $5.05K | 0.00% | +3+37.5% | Added |
| HHM Wealth Advisors, LLC | 11 | $5.05K | 0.00% | +11 | New |
| Financially Speaking Inc | 11 | $5.33K | 0.03% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 12 | $5.51K | 0.00% | −1−7.7% | Reduced |
| Bare Financial Services, Inc | 12 | $5.51K | 0.00% | +2+20.0% | Added |
| Buck Wealth Strategies, LLC | 12 | $5.51K | 0.00% | +12 | New |
| Tounjian Advisory Partners, LLC | 12 | $5.51K | 0.00% | +12 | New |
| Highland Investment Advisors LLC | 12 | $5.51K | 0.00% | +12 | New |
| Mark Sheptoff Financial Planning, LLC | 13 | $5.97K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 13 | $5.97K | 0.00% | +13 | New |
| SOA Wealth Advisors, LLC. | 5,972 | $5.97K | 0.00% | +5,972 | New |
| Strategic Wealth Advisors LLC | 12 | $6.00K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 14 | $6.43K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 14 | $6.43K | 0.00% | +5+55.6% | Added |
| Ameriflex Group, Inc. | 14 | $6.43K | 0.00% | +10+250.0% | Added |
| Truvestments Capital LLC | 15 | $6.89K | 0.00% | −37−71.2% | Reduced |
| St Germain D J Co Inc | 15 | $6.89K | 0.00% | −2−11.8% | Reduced |
| Murphy & Mullick Capital Management Corp | 15 | $6.89K | 0.00% | −1−6.3% | Reduced |
| Nalls Sherbakoff Group, LLC | 15 | $6.89K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 15 | $6.89K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 16 | $7.35K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 16 | $7.35K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 17 | $7.80K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 17 | $7.81K | 0.00% | +2+13.3% | Added |
| Chilton Capital Management LLC | 18 | $8.27K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 18 | $8.27K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 19 | $8.72K | 0.00% | +19 | New |
| Atlantic Trust, LLC | 19 | $8.72K | 0.00% | +2+11.8% | Added |
| Centerpoint Advisors, LLC | 20 | $9.00K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 20 | $9.18K | 0.00% | −15−42.9% | Reduced |
| Albion Financial Group | 20 | $9.18K | 0.00% | −5−20.0% | Reduced |
| Montag A & Associates Inc | 20 | $9.18K | 0.00% | −2−9.1% | Reduced |
| Orion Capital Management LLC | 20 | $9.18K | 0.00% | +10+100.0% | Added |
| Avalon Trust Co | 21 | $9.64K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 22 | $10.1K | 0.01% | −46−67.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 22 | $10.1K | 0.00% | −3−12.0% | Reduced |
| Center for Financial Planning, Inc. | 22 | $10.1K | 0.00% | 00.0% | Unchanged |