| PrairieView Partners, LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 1 | $137 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 1 | $137 | 0.00% | +1 | New |
| Salomon & Ludwin, LLC | 2 | $274 | 0.00% | +2 | New |
| True Wealth Design, LLC | 2 | $275 | 0.00% | +2 | New |
| JJJ Advisors Inc. | 3 | $412 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $412 | 0.00% | +3 | New |
| Eagle Bay Advisors LLC | 3 | $412 | 0.00% | +3 | New |
| Coppell Advisory Solutions LLC | 5 | $428 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 4 | $549 | 0.00% | +4 | New |
| Plante Moran Financial Advisors, LLC | 5 | $686 | 0.00% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 5 | $686 | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 5 | $686 | 0.00% | 00.0% | Unchanged |
| Motco | 5 | $686 | 0.00% | +1+25.0% | Added |
| Hibernia Wealth Partners, LLC | 5 | $686 | 0.00% | +5 | New |
| Financial Synergies Wealth Advisors, Inc. | 5 | $687 | 0.00% | +5 | New |
| Oliver Lagore Vanvalin Investment Group | 5 | $709 | 0.00% | −2−28.6% | Reduced |
| Clear Investment Research, LLC | 7 | $960 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 7 | $960 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 4 | $1.00K | 0.00% | +4 | New |
| Washington Trust Co | 10 | $1.37K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $1.37K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 10 | $1.37K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 10 | $1.37K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 10 | $1.37K | 0.00% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 10 | $1.37K | 0.00% | +10 | New |
| Center for Financial Planning, Inc. | 10 | $1.37K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 23 | $1.45K | 0.07% | +8+53.3% | Added |
| Exchange Traded Concepts, LLC | 12 | $1.65K | 0.00% | −441−97.4% | Reduced |
| Kathleen S. Wright Associates Inc. | 12 | $1.65K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 12 | $1.65K | 0.00% | +2+20.0% | Added |
| Delos Wealth Advisors, LLC | 13 | $1.71K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 14 | $1.92K | 0.00% | −14−50.0% | Reduced |
| VitalStone Financial, LLC | 20 | $2.00K | 0.00% | −90−81.8% | Reduced |
| KB Financial Partners, LLC | 12 | $2.00K | 0.00% | +12 | New |
| Brown Brothers Harriman & Co | 15 | $2.06K | 0.00% | −877−98.3% | Reduced |
| Glass Jacobson Investment Advisors llc | 15 | $2.06K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 18 | $2.47K | 0.00% | −42−70.0% | Reduced |
| Laurel Wealth Advisors LLC | 20 | $2.75K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 27 | $3.00K | 0.00% | −99−78.6% | Reduced |
| Asset Dedication, LLC | 21 | $3.00K | 0.00% | −71−77.2% | Reduced |
| Smithfield Trust Co | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 22 | $3.02K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 23 | $3.16K | 0.00% | −23−50.0% | Reduced |
| GoalVest Advisory LLC | 23 | $3.16K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 25 | $3.43K | 0.00% | −15−37.5% | Reduced |
| Solstein Capital, LLC | 25 | $3.43K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 25 | $3.43K | 0.02% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 25 | $3.43K | 0.00% | +25 | New |
| Beaird Harris Wealth Management, LLC | 27 | $3.71K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 29 | $3.98K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 32 | $4.39K | 0.00% | +14+77.8% | Added |
| Versant Capital Management, Inc | 32 | $4.39K | 0.00% | +23+255.6% | Added |
| MB, Levis & Associates, LLC | 33 | $4.53K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 34 | $4.67K | 0.00% | +15+78.9% | Added |
| Hartford Financial Management Inc. | 35 | $4.80K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 39 | $5.35K | 0.00% | −38−49.4% | Reduced |
| Blue Bell Private Wealth Management, LLC | 40 | $5.49K | 0.00% | −6−13.0% | Reduced |
| Coston, McIsaac & Partners | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 45 | $6.17K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 46 | $6.31K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 48 | $6.59K | 0.00% | +48 | New |
| PSI Advisors, LLC | 50 | $6.86K | 0.00% | −40−44.4% | Reduced |
| Godsey & Gibb Associates | 50 | $6.86K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 50 | $6.86K | 0.00% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 50 | $6.86K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 49 | $7.00K | 0.00% | +5+11.4% | Added |
| Winch Advisory Services, LLC | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 48 | $7.00K | 0.00% | +48 | New |
| Macroview Investment Management LLC | 52 | $7.13K | 0.01% | −73−58.4% | Reduced |
| CGC Financial Services, LLC | 52 | $7.13K | 0.00% | −33−38.8% | Reduced |
| Zions Bancorporation, N.A. | 54 | $7.41K | 0.00% | +29+116.0% | Added |
| Sutton Wealth Advisors Inc. | 54 | $7.41K | 0.00% | +30+125.0% | Added |
| Concord Wealth Partners | 58 | $7.96K | 0.00% | −15−20.5% | Reduced |
| Sound Income Strategies, LLC | 58 | $7.96K | 0.00% | +38+190.0% | Added |
| Carolinas Wealth Consulting LLC | 68 | $8.04K | 0.00% | +4+6.3% | Added |
| Raleigh Capital Management Inc. | 63 | $8.69K | 0.00% | +13+26.0% | Added |
| St Germain D J Co Inc | 65 | $8.92K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 67 | $9.19K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 73 | $10.0K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 74 | $10.2K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 75 | $10.3K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 75 | $10.3K | 0.00% | +68+971.4% | Added |
| Hexagon Capital Partners LLC | 77 | $10.6K | 0.00% | +19+32.8% | Added |
| PFS Partners, LLC | 77 | $10.6K | 0.01% | −23−23.0% | Reduced |
| Global Wealth Strategies & Associates | 80 | $11.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 85 | $11.7K | 0.00% | +85 | New |
| City State Bank | 84 | $12.0K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 98 | $12.7K | 0.01% | +2+2.1% | Added |
| McIlrath & Eck, LLC | 94 | $12.9K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 102 | $13.0K | 0.00% | +102 | New |
| Washington Trust Advisors, Inc. | 96 | $13.1K | 0.00% | −11−10.3% | Reduced |
| Activest Wealth Management | 96 | $13.2K | 0.01% | +96 | New |
| Cape Investment Advisory, Inc. | 99 | $13.6K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 100 | $13.7K | 0.00% | −65−39.4% | Reduced |
| Heritage Wealth Advisors | 100 | $13.7K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 100 | $13.7K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 100 | $13.7K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 101 | $13.9K | 0.00% | 00.0% | Unchanged |