| Retirement Group, LLC | 1 | $0 | 0.00% | −16−94.1% | Reduced |
| PrairieView Partners, LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 3 | $0 | 0.00% | +3 | New |
| Evolution Advisers, Inc. | 6 | $0 | 0.00% | +6 | New |
| Fortis Capital Advisors, LLC | 1 | $124 | 0.00% | +1 | New |
| JJJ Advisors Inc. | 3 | $344 | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 3 | $373 | 0.00% | +3 | New |
| Koesten, Hirschmann & Crabtree, INC. | 4 | $498 | 0.00% | +4 | New |
| 25 LLC | 4 | $503 | 0.00% | +4 | New |
| Dakota Community Bank & Trust NA | 5 | $622 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 5 | $622 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $622 | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 5 | $622 | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 7 | $871 | 0.00% | −1−12.5% | Reduced |
| Clearview Wealth Advisors LLC | 7 | $871 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 7 | $871 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 8 | $985 | 0.00% | +3+60.0% | Added |
| Capital Advisors, Ltd. LLC | 10 | $1.00K | 0.00% | +2+25.0% | Added |
| HBC Financial Services, PLLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Oliver Lagore Vanvalin Investment Group | 8 | $1.02K | 0.00% | −1−11.1% | Reduced |
| HighMark Wealth Management LLC | 9 | $1.12K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 10 | $1.24K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $1.24K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 10 | $1.24K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 10 | $1.24K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 10 | $1.24K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 10 | $1.24K | 0.00% | +10 | New |
| MRP Capital Investments, LLC | 10 | $1.24K | 0.00% | +10 | New |
| Kathleen S. Wright Associates Inc. | 12 | $1.49K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 13 | $1.62K | 0.00% | −101−88.6% | Reduced |
| First Financial Corp | 13 | $1.62K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 16 | $1.99K | 0.00% | −50−75.8% | Reduced |
| TD Ameritrade Investment Management, LLC | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 17 | $2.12K | 0.00% | −241−93.4% | Reduced |
| Delos Wealth Advisors, LLC | 18 | $2.24K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 20 | $2.49K | 0.00% | −4−16.7% | Reduced |
| Syverson Strege & Co | 20 | $2.49K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 20 | $2.49K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 20 | $2.49K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 20 | $2.49K | 0.00% | +20 | New |
| PayPay Securities Corp | 22 | $2.74K | 0.18% | −6−21.4% | Reduced |
| Financial Freedom, LLC | 22 | $2.74K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 23 | $2.86K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 23 | $2.87K | 0.00% | −13−36.1% | Reduced |
| Sutton Wealth Advisors Inc. | 24 | $2.99K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 29 | $3.00K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 25 | $3.11K | 0.00% | −10−28.6% | Reduced |
| St. Johns Investment Management Company, LLC | 27 | $3.36K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 28 | $3.48K | 0.00% | +14+100.0% | Added |
| Estabrook Capital Management | 29 | $3.61K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 30 | $3.73K | 0.00% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 30 | $3.73K | 0.00% | +30 | New |
| Johnson Midwest Financial, LLC | 32 | $3.98K | 0.01% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 33 | $4.11K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 35 | $4.35K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 35 | $4.35K | 0.00% | +16+84.2% | Added |
| Kalos Management, Inc. | 35 | $4.35K | 0.01% | +35 | New |
| North Star Investment Management Corp. | 40 | $4.98K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 44 | $5.00K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 45 | $5.60K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 45 | $5.60K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 46 | $5.72K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 47 | $5.85K | 0.00% | +23+95.8% | Added |
| Winch Advisory Services, LLC | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 49 | $6.10K | 0.00% | +49 | New |
| Colonial Trust Advisors | 50 | $6.22K | 0.00% | +30+150.0% | Added |
| Godsey & Gibb Associates | 50 | $6.22K | 0.00% | +50 | New |
| Nordwand Advisors, LLC | 50 | $6.22K | 0.00% | +50 | New |
| Grey Fox Wealth Advisors, LLC | 51 | $6.34K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 52 | $6.47K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 55 | $6.84K | 0.00% | +55 | New |
| Concord Wealth Partners | 57 | $7.09K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 60 | $7.46K | 0.00% | −15,000−99.6% | Reduced |
| Anchor Investment Management, LLC | 60 | $7.46K | 0.00% | −40−40.0% | Reduced |
| WFA Asset Management Corp | 60 | $7.46K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 62 | $7.71K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 64 | $7.96K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 67 | $8.19K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 68 | $8.46K | 0.00% | −30−30.6% | Reduced |
| Paloma Partners Management Co | 70 | $8.71K | 0.00% | −15,723−99.6% | Reduced |
| TD Private Client Wealth LLC | 75 | $9.33K | 0.00% | −6−7.4% | Reduced |
| Avalon Trust Co | 75 | $9.33K | 0.00% | +75 | New |
| Itau Unibanco Holding S.A. | 76 | $9.45K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 76 | $9.46K | 0.00% | +43+130.3% | Added |
| Global Wealth Strategies & Associates | 80 | $9.95K | 0.01% | 00.0% | Unchanged |
| City State Bank | 84 | $10.0K | 0.01% | −50−37.3% | Reduced |
| Asset Dedication, LLC | 82 | $10.0K | 0.00% | +1+1.2% | Added |
| Bartlett & Co. LLC | 83 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 83 | $10.3K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 99 | $10.8K | 0.01% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 90 | $11.0K | 0.00% | +90 | New |
| PSI Advisors, LLC | 90 | $11.2K | 0.01% | −135−60.0% | Reduced |
| Activest Wealth Management | 96 | $11.7K | 0.01% | +96 | New |
| Clean Yield Group | 96 | $11.9K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 99 | $12.3K | 0.01% | +99 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 100 | $12.4K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 100 | $12.4K | 0.00% | 00.0% | Unchanged |