| Capital Advisors, Ltd. LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 10 | $0 | 0.00% | +10 | New |
| Elevated Capital Advisors, LLC | 1 | $40 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1 | $58 | 0.00% | −121−99.2% | Reduced |
| Huntington National Bank | 1 | $58 | 0.00% | −13−92.9% | Reduced |
| Principia Wealth Advisory, LLC | 1 | $58 | 0.00% | −1−50.0% | Reduced |
| Contravisory Investment Management, Inc. | 1 | $58 | 0.00% | +1 | New |
| AdvisorNet Financial, Inc | 1 | $58 | 0.00% | +1 | New |
| Gilpin Wealth Management, LLC | 1 | $58 | 0.00% | +1 | New |
| True Wealth Design, LLC | 3 | $174 | 0.00% | +3 | New |
| Kerr Financial Planning Corp | 4 | $232 | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 4 | $232 | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 4 | $232 | 0.00% | +4 | New |
| Keating Financial Advisory Services, Inc. | 4 | $232 | 0.00% | +4 | New |
| Signature Equity Partners, LLC | 5 | $290 | 0.00% | −8−61.5% | Reduced |
| Kilter Group LLC | 5 | $290 | 0.00% | +5 | New |
| Horizon Investments, LLC | 6 | $348 | 0.00% | +6 | New |
| Transamerica Financial Advisors, Inc. | 7 | $405 | 0.00% | +2+40.0% | Added |
| Activest Wealth Management | 7 | $406 | 0.00% | +7 | New |
| Buck Wealth Strategies, LLC | 7 | $406 | 0.00% | +7 | New |
| Sachetta, LLC | 8 | $464 | 0.00% | +8 | New |
| Bryn Mawr Trust Co | 9 | $521 | 0.00% | +9 | New |
| Financial Management Professionals, Inc. | 9 | $521 | 0.00% | +9 | New |
| Barrett & Company, Inc. | 10 | $579 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $579 | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 10 | $579 | 0.00% | +10 | New |
| Frazier Financial Advisors, LLC | 10 | $580 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 10 | $580 | 0.00% | +10 | New |
| City State Bank | 13 | $753 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 13 | $754 | 0.00% | +4+44.4% | Added |
| Ritter Daniher Financial Advisory LLC | 13 | $754 | 0.00% | +13 | New |
| HighMark Wealth Management LLC | 14 | $784 | 0.00% | −178−92.7% | Reduced |
| Caitlin John, LLC | 15 | $869 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 15 | $869 | 0.00% | +15 | New |
| Strategic Investment Solutions, Inc. | 15 | $869 | 0.00% | +15 | New |
| Silver Grove Financial Group, Inc. | 15 | $869 | 0.00% | +15 | New |
| Manning & Napier Advisors LLC | 15 | $875 | 0.00% | +15 | New |
| Investors Portfolio Services LLC | 18 | $1.03K | 0.00% | +1+5.9% | Added |
| Salomon & Ludwin, LLC | 17 | $1.05K | 0.00% | +17 | New |
| SHP Wealth Management | 20 | $1.16K | 0.00% | −4−16.7% | Reduced |
| North Star Investment Management Corp. | 20 | $1.16K | 0.00% | +20 | New |
| UMA Financial Services, Inc. | 20 | $1.16K | 0.00% | +20 | New |
| Action Point Financial Planning, LLC | 22 | $1.27K | 0.00% | +22 | New |
| IMA Wealth, Inc. | 23 | $1.33K | 0.00% | +9+64.3% | Added |
| Stone House Investment Management, LLC | 24 | $1.39K | 0.00% | +24 | New |
| Smartleaf Asset Management LLC | 24 | $1.40K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 25 | $1.45K | 0.00% | +14+127.3% | Added |
| Oakmont Advisory Group, LLC | 26 | $1.50K | 0.00% | +26 | New |
| Golden State Wealth Management, LLC | 27 | $1.56K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 29 | $1.68K | 0.00% | 00.0% | Unchanged |
| Trust Co | 31 | $1.80K | 0.00% | +31 | New |
| Cromwell Holdings LLC | 34 | $1.97K | 0.00% | +17+100.0% | Added |
| TSFG, LLC | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 39 | $2.26K | 0.00% | +35+875.0% | Added |
| Parkside Financial Bank & Trust | 40 | $2.32K | 0.00% | +20+100.0% | Added |
| Marshall Investment Management, LLC | 44 | $2.55K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 45 | $2.61K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 45 | $2.61K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 45 | $2.61K | 0.00% | +45 | New |
| Cornerstone Planning Group LLC | 60 | $2.82K | 0.00% | +50+500.0% | Added |
| Concord Wealth Partners | 49 | $2.83K | 0.00% | +49 | New |
| Quarry LP | 49 | $2.84K | 0.00% | +49 | New |
| Cassaday & Co Wealth Management LLC | 50 | $2.90K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 51 | $2.95K | 0.00% | −603−92.2% | Reduced |
| Meeder Asset Management Inc | 51 | $2.95K | 0.00% | −86−62.8% | Reduced |
| Copia Wealth Management | 53 | $3.07K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 53 | $3.07K | 0.00% | 00.0% | Unchanged |
| Vision Retirement, LLC | 57 | $3.30K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 60 | $3.48K | 0.00% | −60−50.0% | Reduced |
| Zions Bancorporation, National Association | 62 | $3.59K | 0.00% | +62 | New |
| Truvestments Capital LLC | 66 | $3.82K | 0.00% | −165−71.4% | Reduced |
| Bessemer Group Inc | 71 | $4.00K | 0.00% | +71 | New |
| Louisbourg Investments Inc. | 70 | $4.05K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 82 | $4.75K | 0.00% | +81+8,100.0% | Added |
| Wealth Enhancement Trust Services, Inc. | 83 | $4.81K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 83 | $4.81K | 0.00% | +83 | New |
| Strive Financial Group ,LLC | 90 | $5.21K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 95 | $5.50K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 95 | $5.50K | 0.00% | +95 | New |
| Crewe Advisors LLC | 100 | $5.79K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 100 | $5.79K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 102 | $5.91K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 114 | $7.00K | 0.00% | −12−9.5% | Reduced |
| NBH Bank | 127 | $7.36K | 0.00% | +127 | New |
| WealthCollab, LLC | 127 | $7.36K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 137 | $7.94K | 0.01% | +37+37.0% | Added |
| Clearstead Advisors, LLC | 160 | $9.27K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 158 | $9.30K | 0.00% | 00.0% | Unchanged |
| Havemeyer Place LP | 162 | $9.38K | 0.00% | −15,373−99.0% | Reduced |
| Rothschild Investment LLC | 188 | $10.9K | 0.00% | −60−24.2% | Reduced |
| Strategic Wealth Partners, Ltd. | 188 | $10.9K | 0.00% | +100+113.6% | Added |
| Beaird Harris Wealth Management, LLC | 195 | $11.3K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 198 | $11.5K | 0.00% | +194+4,850.0% | Added |
| Blume Capital Management, Inc. | 200 | $11.6K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 200 | $11.6K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 200 | $11.6K | 0.01% | +100+100.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 202 | $11.7K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 207 | $12.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 215 | $12.5K | 0.00% | +215 | New |
| Toth Financial Advisory Corp | 225 | $13.0K | 0.00% | +25+12.5% | Added |