| CKW Financial Group | 3 | $0 | 0.00% | +3 | New |
| Evolution Advisers, Inc. | 1 | $0 | 0.00% | +1 | New |
| Manning & Napier Advisors LLC | 1 | $135 | 0.00% | +1 | New |
| Contravisory Investment Management, Inc. | 1 | $136 | 0.00% | +1 | New |
| Plante Moran Financial Advisors, LLC | 1 | $136 | 0.00% | +1 | New |
| Mosley Wealth Management | 1 | $136 | 0.00% | +1 | New |
| ROSS\JOHNSON & Associates LLC | 1 | $136 | 0.00% | +1 | New |
| Cordant, Inc. | 1 | $169 | 0.00% | +1 | New |
| Fort Vancouver Investment Management, LLC | 2 | $272 | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 2 | $272 | 0.00% | 00.0% | Unchanged |
| NorthAvenue LLC | 3 | $408 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 3 | $408 | 0.00% | +3 | New |
| Medallion Wealth Advisors, LLC | 3 | $408 | 0.00% | +3 | New |
| Compass Financial Management LLC | 3 | $408 | 0.00% | +3 | New |
| Whittier Trust Co | 4 | $530 | 0.00% | +4 | New |
| Cherry Tree Wealth Management, LLC | 4 | $544 | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 4 | $544 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 4 | $544 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 4 | $544 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 4 | $550 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 5 | $631 | 0.00% | +5 | New |
| Investors Portfolio Services LLC | 5 | $680 | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 5 | $680 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 5 | $680 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 5 | $680 | 0.00% | +5 | New |
| Spectrum Wealth Advisory Group, LLC | 5 | $680 | 0.00% | +5 | New |
| PayPay Securities Corp | 6 | $816 | 0.03% | −4−40.0% | Reduced |
| Davis Capital Management | 6 | $816 | 0.00% | +3+100.0% | Added |
| Barnes Dennig Private Wealth Management LLC | 6 | $816 | 0.00% | +6 | New |
| Motco | 7 | $952 | 0.00% | +7 | New |
| Planning Strategies Inc. | 7 | $952 | 0.00% | +7 | New |
| Ogorek Anthony Joseph | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 13 | $1.00K | 0.00% | +13 | New |
| DecisionPoint Financial, LLC | 8 | $1.08K | 0.00% | +8 | New |
| Darwin Advisors, LLC | 8 | $1.16K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 9 | $1.22K | 0.00% | +9 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 10 | $1.36K | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 10 | $1.36K | 0.00% | −1−9.1% | Reduced |
| Hollencrest Capital Management | 10 | $1.36K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 10 | $1.36K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 10 | $1.36K | 0.00% | +10 | New |
| Country Trust Bank | 13 | $1.77K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 13 | $1.77K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 13 | $1.77K | 0.00% | +6+85.7% | Added |
| Marquette Asset Management, LLC | 14 | $1.90K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 14 | $1.90K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 14 | $1.90K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 14 | $1.90K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 14 | $1.90K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 15 | $2.04K | 0.00% | −39−72.2% | Reduced |
| Activest Wealth Management | 16 | $2.18K | 0.00% | −386−96.0% | Reduced |
| Park Square Financial Group, LLC | 16 | $2.18K | 0.02% | −17−51.5% | Reduced |
| RMG Wealth Management LLC | 18 | $2.25K | 0.00% | +18 | New |
| JNBA Financial Advisors | 17 | $2.31K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 20 | $2.72K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 20 | $2.72K | 0.00% | +20 | New |
| Buck Wealth Strategies, LLC | 20 | $2.72K | 0.00% | +20 | New |
| Lummis Asset Management, LP | 21 | $2.86K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 21 | $2.86K | 0.00% | +21 | New |
| American Capital Advisory, LLC | 22 | $2.99K | 0.00% | −3−12.0% | Reduced |
| NBT Bank N A | 22 | $2.99K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 22 | $2.99K | 0.00% | +22 | New |
| Silver Grove Financial Group, Inc. | 22 | $2.99K | 0.00% | +22 | New |
| Penserra Capital Management LLC | 27 | $3.00K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 24 | $3.26K | 0.00% | −5−17.2% | Reduced |
| Prestige Wealth Management Group LLC | 24 | $3.26K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 24 | $3.26K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 25 | $3.40K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 25 | $3.40K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 25 | $3.40K | 0.00% | +25 | New |
| Meramec Financial Planners, LLC | 30 | $3.62K | 0.00% | +5+20.0% | Added |
| Nemes Rush Group LLC | 28 | $3.81K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 30 | $4.08K | 0.00% | −63−67.7% | Reduced |
| Whipplewood Advisors, LLC | 31 | $4.22K | 0.00% | −72−69.9% | Reduced |
| Raffa Wealth Management, LLC | 31 | $4.22K | 0.00% | +4+14.8% | Added |
| WestEnd Advisors, LLC | 32 | $4.35K | 0.00% | +32 | New |
| Retirement Wealth Solutions LLC | 33 | $4.49K | 0.00% | +8+32.0% | Added |
| Burk Holdings LLC | 34 | $4.62K | 0.00% | −9−20.9% | Reduced |
| Crewe Advisors LLC | 34 | $4.62K | 0.00% | +14+70.0% | Added |
| Pacific Center for Financial Services | 35 | $4.76K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 35 | $4.76K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 36 | $4.90K | 0.00% | +18+100.0% | Added |
| Capital Advisors, Ltd. LLC | 38 | $5.00K | 0.00% | −1−2.6% | Reduced |
| Ossiam | 37 | $5.03K | 0.00% | +37 | New |
| Decker Retirement Planning Inc. | 40 | $5.44K | 0.00% | +40 | New |
| Armstrong Advisory Group, Inc | 43 | $5.85K | 0.00% | −80−65.0% | Reduced |
| Eukles Asset Management | 45 | $6.12K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 45 | $6.12K | 0.00% | +17+60.7% | Added |
| Signature Equity Partners, LLC | 46 | $6.26K | 0.00% | +10+27.8% | Added |
| Investors Research Corp | 50 | $6.80K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 50 | $6.80K | 0.00% | +50 | New |
| United Financial Planning Group LLC | 51 | $6.93K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 53 | $7.21K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 53 | $7.21K | 0.00% | +9+20.5% | Added |
| Byrne Asset Management LLC | 55 | $7.48K | 0.00% | +55 | New |
| MCF Advisors LLC | 55 | $7.48K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 57 | $7.75K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 57 | $7.75K | 0.00% | +6+11.8% | Added |
| Valued Wealth Advisors LLC | 61 | $8.30K | 0.00% | +36+144.0% | Added |
| Kemnay Advisory Services Inc. | 63 | $8.57K | 0.00% | +11+21.2% | Added |