| Dogwood Wealth Management LLC | 0 | $8 | 0.00% | 0 | New |
| Sofos Investments, Inc. | 0 | $353 | 0.00% | 0 | Unchanged |
| Coston, McIsaac & Partners | 1 | $2.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1 | $2.59K | 0.00% | −1−50.0% | Reduced |
| Macroview Investment Management LLC | 1 | $2.59K | 0.00% | −1−50.0% | Reduced |
| Longfellow Investment Management Co LLC | 1 | $2.59K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1 | $2.59K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 1 | $2.59K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1 | $2.59K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1 | $2.59K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1 | $2.59K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1 | $2.59K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 1 | $2.59K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1 | $2.59K | 0.00% | +1 | New |
| True Wealth Design, LLC | 1 | $2.59K | 0.00% | +1 | New |
| Aspect Partners, LLC | 1 | $2.59K | 0.00% | +1 | New |
| EdgeRock Capital LLC | 1 | $2.82K | 0.00% | +1 | New |
| TSFG, LLC | 1 | $3.00K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $3.02K | 0.00% | +1 | New |
| Capital Advisors, Ltd. LLC | 2 | $5.00K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 2 | $5.17K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 2 | $5.17K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2 | $5.17K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 2 | $5.17K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 2 | $5.17K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 2 | $5.17K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2 | $5.17K | 0.00% | +2 | New |
| Laffer Tengler Investments | 2 | $5.17K | 0.00% | +2 | New |
| Aspire Private Capital, LLC | 2 | $5.17K | 0.00% | +2 | New |
| Northwest Financial Advisors | 2 | $5.17K | 0.00% | +2 | New |
| Fairman Group, LLC | 2 | $5.17K | 0.00% | +2 | New |
| Lee Financial Co | 2 | $5.17K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 2 | $5.17K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 2 | $5.17K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 2 | $5.17K | 0.00% | +2 | New |
| Hexagon Capital Partners LLC | 2 | $5.17K | 0.00% | +2 | New |
| DiNuzzo Private Wealth, Inc. | 2 | $5.17K | 0.00% | +2 | New |
| PEAK6 Investments LLC | 2 | $5.78K | 0.00% | −1,156−99.8% | Reduced |
| Raffa Wealth Management, LLC | 3 | $7.76K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 3 | $7.76K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 3 | $7.76K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3 | $7.76K | 0.00% | +1+50.0% | Added |
| Capstone Investment Advisors, LLC | 3 | $7.76K | 0.00% | +3 | New |
| Frazier Financial Advisors, LLC | 3 | $7.76K | 0.01% | +3 | New |
| Asset Dedication, LLC | 4 | $10.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 4 | $10.3K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 4 | $10.3K | 0.00% | +4 | New |
| Fortitude Family Office, LLC | 4 | $10.3K | 0.01% | +4 | New |
| Cetera Trust Company, N.A | 4 | $10.3K | 0.01% | +4 | New |
| BKM Wealth Management, LLC | 4 | $10.3K | 0.00% | +4 | New |
| Naples Money Management LLC | 4 | $10.3K | 0.01% | +4 | New |
| Richardson Financial Services Inc. | 4 | $10.3K | 0.01% | +4 | New |
| Transcendent Capital Group LLC | 4 | $10.3K | 0.01% | +4 | New |
| Semmax Financial Advisors Inc. | 4 | $10.9K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 5 | $12.9K | 0.01% | −2−28.6% | Reduced |
| Silicon Valley Capital Partners | 5 | $12.9K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 5 | $12.9K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 5 | $12.9K | 0.01% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 5 | $12.9K | 0.00% | +5 | New |
| Lummis Asset Management, LP | 5 | $12.9K | 0.01% | +5 | New |
| TFC Financial Management | 5 | $12.9K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 5 | $12.9K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 5 | $12.9K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 5 | $12.9K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 5 | $13.0K | 0.00% | −2−28.6% | Reduced |
| FSA Wealth Management LLC | 5 | $13.0K | 0.01% | +5 | New |
| Long Island Wealth Management, Inc. | 5 | $13.0K | 0.01% | +5 | New |
| Bartlett & Co. LLC | 6 | $15.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 6 | $15.4K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 6 | $15.5K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 6 | $15.5K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 6 | $15.5K | 0.00% | +1+20.0% | Added |
| Old Point Trust & Financial Services N A | 6 | $15.5K | 0.01% | +6 | New |
| Financial Management Professionals, Inc. | 6 | $16.0K | 0.00% | 00.0% | Unchanged |
| HWG Holdings LP | 7 | $18.1K | 0.01% | −5−41.7% | Reduced |
| Pinnacle Bancorp, Inc. | 7 | $18.1K | 0.01% | −5−41.7% | Reduced |
| Hobbs Group Advisors, LLC | 7 | $18.1K | 0.01% | +7 | New |
| Sandy Spring Bank | 7 | $18.1K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 7 | $18.1K | 0.01% | +7 | New |
| NVWM, LLC | 8 | $20.7K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 9 | $23.3K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 9 | $23.3K | 0.00% | +1+12.5% | Added |
| Arlington Partners LLC | 9 | $23.3K | 0.01% | +9 | New |
| Arlington Trust Co LLC | 9 | $23.3K | 0.01% | +9 | New |
| JFS Wealth Advisors, LLC | 9 | $23.3K | 0.00% | +2+28.6% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 10 | $25.0K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 10 | $25.9K | 0.00% | −1−9.1% | Reduced |
| Focused Wealth Management, Inc | 10 | $25.9K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 10 | $25.9K | 0.01% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 10 | $25.9K | 0.01% | +10 | New |
| Prestige Wealth Management Group LLC | 10 | $25.9K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 10 | $26.0K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 10 | $26.0K | 0.00% | +10 | New |
| Rocky Mountain Advisers, LLC | 11 | $28.4K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 11 | $28.4K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 11 | $28.4K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 12 | $31.0K | 0.02% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 12 | $31.0K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 12 | $31.0K | 0.01% | −2−14.3% | Reduced |
| Atwood & Palmer Inc | 12 | $31.0K | 0.00% | 00.0% | Unchanged |