| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| Plante Moran Financial Advisors, LLC | 1 | $202 | 0.00% | +1 | New |
| NVWM, LLC | 1 | $202 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 1 | $202 | 0.00% | +1 | New |
| Downshift Financial, LLC | 1 | $202 | 0.00% | +1 | New |
| Aspect Partners, LLC | 2 | $403 | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 2 | $403 | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 2 | $404 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 2 | $404 | 0.00% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 2 | $418 | 0.00% | +2 | New |
| Halbert Hargrove Global Advisors, LLC | 3 | $574 | 0.00% | +3 | New |
| Cherry Tree Wealth Management, LLC | 3 | $605 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 3 | $605 | 0.00% | +3 | New |
| Decker Retirement Planning Inc. | 3 | $675 | 0.00% | +3 | New |
| Westend Capital Management, LLC | 4 | $806 | 0.00% | −1−20.0% | Reduced |
| Activest Wealth Management | 4 | $806 | 0.00% | +4 | New |
| DecisionPoint Financial, LLC | 4 | $806 | 0.00% | +4 | New |
| Marshall Investment Management, LLC | 4 | $806 | 0.00% | +4 | New |
| Seneschal Advisors, LLC | 4 | $807 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 5 | $1.01K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 5 | $1.01K | 0.00% | +5 | New |
| Quaker Wealth Management, LLC | 6 | $1.21K | 0.00% | +1+20.0% | Added |
| WestEnd Advisors, LLC | 6 | $1.21K | 0.00% | +1+20.0% | Added |
| Davis Capital Management | 6 | $1.21K | 0.00% | +4+200.0% | Added |
| Provenance Wealth Advisors, LLC | 6 | $1.21K | 0.00% | +6 | New |
| Kentucky Trust Co | 7 | $1.41K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 7 | $1.41K | 0.00% | +7 | New |
| Investors Portfolio Services LLC | 7 | $1.41K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 7 | $1.41K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 8 | $1.61K | 0.00% | −223−96.5% | Reduced |
| Whipplewood Advisors, LLC | 9 | $1.81K | 0.00% | −6−40.0% | Reduced |
| POM Investment Strategies, LLC | 9 | $1.81K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 10 | $2.02K | 0.00% | −7−41.2% | Reduced |
| United Community Bank | 10 | $2.02K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 10 | $2.02K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 10 | $2.02K | 0.00% | +10 | New |
| ZRC Wealth Management, LLC | 10 | $2.02K | 0.00% | −2−16.7% | Reduced |
| Wolff Wiese Magana LLC | 10 | $2.02K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 11 | $2.22K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 11 | $2.22K | 0.00% | 00.0% | Unchanged |
| Mosley Wealth Management | 11 | $2.22K | 0.00% | +11 | New |
| Cypress Capital Management LLC (WY) | 12 | $2.42K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 12 | $2.42K | 0.00% | 00.0% | Unchanged |
| Lavaca Capital LLC | 12 | $2.42K | 0.00% | +12 | New |
| Burk Holdings LLC | 13 | $2.62K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 14 | $2.82K | 0.00% | −58−80.6% | Reduced |
| Triumph Capital Management | 14 | $2.82K | 0.00% | −3−17.6% | Reduced |
| American Capital Advisory, LLC | 14 | $2.82K | 0.00% | +3+27.3% | Added |
| HFM Investment Advisors, LLC | 14 | $2.82K | 0.00% | +5+55.6% | Added |
| Fiduciary Advisors, Inc. | 14 | $2.82K | 0.00% | +14 | New |
| Hazlett, Burt & Watson, Inc. | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 15 | $3.02K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 15 | $3.02K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 15 | $3.02K | 0.00% | +15 | New |
| Mechanics Financial Corp | 16 | $3.23K | 0.00% | +16 | New |
| Meramec Financial Planners, LLC | 17 | $3.53K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 18 | $3.63K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 18 | $3.63K | 0.00% | +6+50.0% | Added |
| Winch Advisory Services, LLC | 19 | $3.89K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 24 | $4.00K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 20 | $4.03K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 20 | $4.03K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 20 | $4.03K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 20 | $4.03K | 0.00% | +20 | New |
| BOK Financial Private Wealth, Inc. | 20 | $4.03K | 0.00% | +20 | New |
| Gilpin Wealth Management, LLC | 22 | $4.44K | 0.00% | 00.0% | Unchanged |
| Beutel, Goodman & Co Ltd. | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 25 | $5.04K | 0.05% | −9−26.5% | Reduced |
| High Note Wealth, LLC | 25 | $5.04K | 0.00% | −8−24.2% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 25 | $5.04K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 26 | $5.24K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 26 | $5.24K | 0.00% | +26 | New |
| Buck Wealth Strategies, LLC | 26 | $5.24K | 0.00% | +26 | New |
| Caldwell Sutter Capital, Inc. | 27 | $5.44K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 28 | $5.64K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 28 | $5.64K | 0.00% | +28 | New |
| Creative Capital Management Investments LLC | 28 | $5.64K | 0.00% | +28 | New |
| DiNuzzo Private Wealth, Inc. | 28 | $5.65K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 29 | $5.85K | 0.00% | −57−66.3% | Reduced |
| LGT Financial Advisors LLC | 29 | $5.94K | 0.03% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 29 | $6.00K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 30 | $6.05K | 0.00% | −30−50.0% | Reduced |
| Kingdom Financial Group LLC. | 30 | $6.05K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 30 | $6.05K | 0.00% | 00.0% | Unchanged |
| Bard Associates Inc | 32 | $6.45K | 0.00% | +32 | New |
| Global Trust Asset Management, LLC | 33 | $6.65K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 33 | $6.65K | 0.01% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 33 | $6.65K | 0.00% | +33 | New |
| Heritage Wealth Advisors | 34 | $6.86K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 34 | $6.86K | 0.00% | +34 | New |
| Planning Strategies Inc. | 35 | $7.06K | 0.00% | +35 | New |
| Arlington Trust Co LLC | 37 | $7.46K | 0.00% | −157−80.9% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 39 | $7.86K | 0.01% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 40 | $8.06K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 41 | $8.27K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 42 | $8.47K | 0.00% | +19+82.6% | Added |
| Harbor Investment Advisory, LLC | 43 | $8.67K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 43 | $8.67K | 0.01% | +43 | New |
| WPG Advisers, LLC | 44 | $8.87K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 45 | $9.07K | 0.00% | 00.0% | Unchanged |