| Three Bearings Fiduciary Advisors, Inc. | 1 | $783 | 0.00% | +1 | New |
| Cedar Mountain Advisors, LLC | 1 | $809 | 0.00% | −33−97.1% | Reduced |
| Cape Investment Advisory, Inc. | 1 | $809 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1 | $809 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 1 | $809 | 0.00% | +1 | New |
| Wealth Enhancement Trust Services, Inc. | 1 | $809 | 0.00% | +1 | New |
| United Financial Planning Group LLC | 1 | $809 | 0.00% | +1 | New |
| Benson Wealth Management INC | 1 | $809 | 0.00% | +1 | New |
| JNBA Financial Advisors | 1 | $810 | 0.00% | +1 | New |
| Atlantic Private Wealth, LLC | 1 | $811 | 0.00% | +1 | New |
| Jessup Wealth Management, Inc | 1 | $811 | 0.00% | +1 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 1 | $812 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 1 | $1.02K | 0.00% | +1 | New |
| Investors Portfolio Services LLC | 2 | $1.34K | 0.00% | +2 | New |
| Optima Capital LLC | 2 | $1.62K | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 2 | $1.62K | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 2 | $1.62K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2 | $1.62K | 0.00% | +1+100.0% | Added |
| Winnow Wealth LLC | 2 | $1.62K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 3 | $2.43K | 0.00% | +3 | New |
| Turning Point Benefit Group, Inc. | 3 | $2.43K | 0.00% | +3 | New |
| Horizon Financial Services, LLC | 3 | $2.43K | 0.00% | −2−40.0% | Reduced |
| Barrett & Company, Inc. | 3 | $2.43K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 3 | $2.43K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 3 | $2.43K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 3 | $2.43K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 3 | $2.43K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $2.43K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 3 | $2.43K | 0.00% | +1+50.0% | Added |
| Key Capital Management, INC | 3 | $2.43K | 0.00% | +3 | New |
| SWAN Capital LLC | 4 | $3.24K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 4 | $3.24K | 0.00% | +1+33.3% | Added |
| BFSG, LLC | 4 | $3.24K | 0.00% | −1−20.0% | Reduced |
| Tradewinds Capital Management, LLC | 4 | $3.24K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 4 | $3.24K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 4 | $3.24K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 4 | $3.82K | 0.00% | +4 | New |
| Clayton Financial Group LLC | 5 | $4.05K | 0.00% | −7−58.3% | Reduced |
| Marquette Asset Management, LLC | 5 | $4.05K | 0.00% | −1−16.7% | Reduced |
| Wealth Preservation Advisors, LLC | 5 | $4.05K | 0.00% | +1+25.0% | Added |
| Prosperity Bancshares Inc | 5 | $4.05K | 0.00% | +5 | New |
| American National Bank | 5 | $4.05K | 0.00% | +5 | New |
| First Eagle Investment Management, LLC | 5 | $4.05K | 0.00% | +5 | New |
| J.Safra Asset Management Corp | 5 | $4.05K | 0.00% | +5 | New |
| Reyes Financial Architecture, Inc. | 5 | $4.05K | 0.00% | +5 | New |
| 1015 Capital Partners, LLC | 5 | $4.05K | 0.00% | +5 | New |
| Valued Wealth Advisors LLC | 5 | $4.07K | 0.00% | +2+66.7% | Added |
| Provenance Wealth Advisors, LLC | 6 | $4.86K | 0.00% | −200−97.1% | Reduced |
| Trifecta Capital Advisors, LLC | 6 | $4.86K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 6 | $4.86K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 6 | $4.86K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 6 | $4.86K | 0.00% | +1+20.0% | Added |
| Independence Bank of Kentucky | 6 | $4.86K | 0.00% | +6 | New |
| Elevated Capital Advisors, LLC | 6 | $4.86K | 0.00% | +6 | New |
| Wilkerson Advisory Group LLC | 6 | $4.86K | 0.00% | +6 | New |
| Brown, Lisle/Cummings, Inc. | 7 | $5.65K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 7 | $5.67K | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 7 | $5.67K | 0.00% | +7 | New |
| IMG Wealth Management, Inc. | 7 | $5.67K | 0.00% | +7 | New |
| Quaker Wealth Management, LLC | 7 | $5.67K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 7 | $5.68K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 8 | $6.47K | 0.00% | +2+33.3% | Added |
| Park Place Capital Corp | 8 | $6.47K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 8 | $6.47K | 0.00% | +1+14.3% | Added |
| Dougherty Wealth Advisers LLC | 8 | $6.47K | 0.00% | +8 | New |
| Costello Asset Management, INC | 8 | $6.47K | 0.00% | +8 | New |
| Cornerstone Financial Management LLC | 8 | $6.47K | 0.01% | +8 | New |
| Beaird Harris Wealth Management, LLC | 9 | $7.28K | 0.00% | −36−80.0% | Reduced |
| Byrne Asset Management LLC | 9 | $7.28K | 0.00% | −4−30.8% | Reduced |
| LFA - Lugano Financial Advisors SA | 9 | $7.28K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 9 | $7.28K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 7,817 | $7.82K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 10 | $8.09K | 0.00% | −1−9.1% | Reduced |
| Redmont Wealth Advisors LLC | 10 | $8.09K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 10 | $8.09K | 0.00% | +5+100.0% | Added |
| Vermillion & White Wealth Management Group, LLC | 10 | $8.09K | 0.00% | +6+150.0% | Added |
| Tidemark, LLC | 10 | $8.09K | 0.00% | +10 | New |
| TFC Financial Management | 10 | $8.09K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 10 | $8.09K | 0.00% | +10 | New |
| Cheviot Value Management, LLC | 9 | $8.13K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 11 | $8.90K | 0.00% | −13−54.2% | Reduced |
| Armstrong Advisory Group, Inc | 11 | $8.90K | 0.00% | −8−42.1% | Reduced |
| Quest 10 Wealth Builders, Inc. | 11 | $8.90K | 0.01% | −4−26.7% | Reduced |
| Stone House Investment Management, LLC | 11 | $8.90K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 12 | $9.71K | 0.00% | −3−20.0% | Reduced |
| LRI Investments, LLC | 12 | $9.71K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 12 | $9.71K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 11 | $9.95K | 0.00% | +8+266.7% | Added |
| ORG Partners LLC | 13 | $10.5K | 0.00% | +4+44.4% | Added |
| Security National Bank | 13 | $10.5K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 13 | $10.5K | 0.00% | −1−7.1% | Reduced |
| Abound Wealth Management | 13 | $10.7K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 14 | $11.3K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 14 | $11.3K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 14 | $11.3K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 14 | $11.3K | 0.01% | 00.0% | Unchanged |
| Essential Partners LLC | 14 | $11.3K | 0.00% | +3+27.3% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 14 | $11.5K | 0.00% | −124−89.9% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 13 | $11.8K | 0.00% | +13 | New |
| Avion Wealth | 16 | $12.0K | 0.00% | −1−5.9% | Reduced |