| Dogwood Wealth Management LLC | 0 | $9 | 0.00% | 0 | Unchanged |
| Davis Capital Management | 0 | $99 | 0.00% | 0 | New |
| PEAK6 Investments LLC | 0 | $1.41K | 0.00% | −2−100.0% | Reduced |
| Coston, McIsaac & Partners | 1 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1 | $2.96K | 0.00% | −4−80.0% | Reduced |
| Longfellow Investment Management Co LLC | 1 | $2.96K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 1 | $2.96K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1 | $2.96K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1 | $2.96K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 1 | $2.96K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 1 | $2.96K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 1 | $2.96K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 1 | $2.96K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 1 | $2.96K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 1 | $2.96K | 0.00% | +1 | New |
| Abich Financial Wealth Management LLC | 1 | $2.96K | 0.00% | +1 | New |
| Glen Eagle Advisors, LLC | 1 | $2.96K | 0.00% | +1 | New |
| JNBA Financial Advisors | 1 | $2.96K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 1 | $2.96K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1 | $2.96K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1 | $2.96K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1 | $2.96K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 1 | $2.96K | 0.00% | +1 | New |
| Unique Wealth Strategies, LLC | 1 | $3.15K | 0.00% | +1 | New |
| Beaird Harris Wealth Management, LLC | 1 | $4.00K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 2 | $5.23K | 0.00% | +1+100.0% | Added |
| Cetera Trust Company, N.A | 2 | $5.93K | 0.00% | −2−50.0% | Reduced |
| Global Financial Private Client, LLC | 2 | $5.93K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 2 | $5.93K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 2 | $5.93K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2 | $5.93K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 2 | $5.93K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 2 | $5.93K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 2 | $5.93K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 2 | $5.93K | 0.00% | +2 | New |
| HWG Holdings LP | 2 | $5.93K | 0.00% | +2 | New |
| Gould Capital, LLC | 2 | $5.93K | 0.00% | +2 | New |
| Abound Wealth Management | 2 | $5.93K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 2 | $5.93K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2 | $5.93K | 0.00% | −9−81.8% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3 | $8.89K | 0.00% | −26−89.7% | Reduced |
| Raffa Wealth Management, LLC | 3 | $8.89K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 3 | $8.89K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 3 | $8.89K | 0.00% | +3 | New |
| Carmichael Hill & Associates, Inc. | 3 | $8.89K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 4 | $11.3K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 4 | $11.9K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 4 | $11.9K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 4 | $11.9K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 4 | $11.9K | 0.00% | +2+100.0% | Added |
| Semmax Financial Advisors Inc. | 4 | $12.6K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 5 | $14.8K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 5 | $14.8K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 5 | $14.8K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 5 | $14.8K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 5 | $14.8K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 5 | $14.8K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 5 | $14.8K | 0.01% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 5 | $14.8K | 0.02% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 5 | $14.8K | 0.01% | +5 | New |
| Capital Advisors, Ltd. LLC | 5 | $15.0K | 0.00% | +2+66.7% | Added |
| First Financial Corp | 6 | $17.8K | 0.01% | −5−45.5% | Reduced |
| Arlington Trust Co LLC | 6 | $17.8K | 0.00% | −3−33.3% | Reduced |
| Old Point Trust & Financial Services N A | 6 | $17.8K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 6 | $17.8K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 6 | $17.8K | 0.01% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 6 | $17.8K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 6 | $17.8K | 0.00% | +1+20.0% | Added |
| Frazier Financial Advisors, LLC | 6 | $17.8K | 0.01% | +3+100.0% | Added |
| Hanson & Doremus Investment Management | 6 | $18.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 6 | $18.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 7 | $20.7K | 0.00% | −2−22.2% | Reduced |
| Bank of New Hampshire | 7 | $20.7K | 0.01% | −2−22.2% | Reduced |
| Sandy Spring Bank | 7 | $20.7K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 7 | $20.7K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 7 | $20.7K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 7 | $20.7K | 0.01% | +3+75.0% | Added |
| Hobbs Group Advisors, LLC | 7 | $20.7K | 0.01% | +7 | New |
| GW&K Investment Management, LLC | 7 | $21.0K | 0.00% | +2+40.0% | Added |
| Sachetta, LLC | 7 | $21.8K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 8 | $23.7K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 8 | $23.7K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 8 | $23.7K | 0.00% | +2+33.3% | Added |
| Cherry Tree Wealth Management, LLC | 8 | $23.7K | 0.01% | +3+60.0% | Added |
| Harbour Investments, Inc. | 8 | $23.7K | 0.00% | +6+300.0% | Added |
| Redwood Wealth Management Group, LLC | 8 | $23.7K | 0.02% | +8 | New |
| JFS Wealth Advisors, LLC | 9 | $26.7K | 0.00% | 00.0% | Unchanged |
| Cypress Capital, LLC | 9 | $26.7K | 0.01% | +9 | New |
| Householder Group Estate & Retirement Specialist, LLC | 10 | $29.0K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 10 | $29.6K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 10 | $29.6K | 0.02% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 10 | $29.6K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 11 | $32.6K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 12 | $35.6K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 12 | $35.6K | 0.02% | 00.0% | Unchanged |
| RFP Financial Group LLC | 12 | $35.6K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 12 | $35.6K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 12 | $35.6K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 13 | $38.5K | 0.04% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 13 | $38.5K | 0.02% | 00.0% | Unchanged |