| PrairieView Partners, LLC | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 0 | $9 | 0.00% | −16−100.0% | Reduced |
| TFC Financial Management | 1 | $23 | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 1 | $23 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 3 | $68 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 4 | $90 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 6 | $135 | 0.00% | −1,910−99.7% | Reduced |
| NewSquare Capital LLC | 9 | $203 | 0.00% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 10 | $225 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 10 | $226 | 0.00% | −149−93.7% | Reduced |
| Hollencrest Capital Management | 10 | $226 | 0.00% | +10 | New |
| Private Wealth Management Group, LLC | 11 | $249 | 0.00% | −63−85.1% | Reduced |
| SOA Wealth Advisors, LLC. | 11 | $253 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 13 | $293 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 14 | $316 | 0.00% | −42−75.0% | Reduced |
| Laurel Wealth Advisors LLC | 16 | $362 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 16 | $362 | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 20 | $451 | 0.00% | −200−90.9% | Reduced |
| Hallmark Capital Management Inc | 20 | $451 | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 20 | $451 | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 20 | $451 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 20 | $452 | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 20 | $452 | 0.00% | +20 | New |
| Sachetta, LLC | 20 | $475 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 22 | $497 | 0.00% | +22 | New |
| Burkett Financial Services, LLC | 24 | $539 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 23 | $544 | 0.00% | +23 | Added |
| Wetzel Investment Advisors, Inc. | 22 | $578 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 26 | $587 | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 29 | $655 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 30 | $677 | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 30 | $677 | 0.00% | +30 | New |
| Smartleaf Asset Management LLC | 34 | $785 | 0.00% | −25−42.4% | Reduced |
| Bangor Savings Bank | 35 | $790 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 35 | $790 | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 40 | $903 | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 40 | $903 | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 40 | $903 | 0.00% | +40 | New |
| Kelly Financial Services LLC | 43 | $967 | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 43 | $971 | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 55 | $1.00K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 60 | $1.00K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 45 | $1.02K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 48 | $1.08K | 0.00% | +48 | New |
| Global Retirement Partners, LLC | 50 | $1.13K | 0.00% | −7−12.3% | Reduced |
| CVA Family Office, LLC | 50 | $1.13K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 50 | $1.13K | 0.00% | +50 | New |
| AllSquare Wealth Management LLC | 52 | $1.17K | 0.00% | 00.0% | Unchanged |
| Family Firm, Inc. | 54 | $1.21K | 0.00% | +54 | New |
| Concord Wealth Partners | 54 | $1.22K | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 54 | $1.22K | 0.00% | +54 | New |
| Sugarloaf Wealth Management, LLC | 60 | $1.35K | 0.00% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 60 | $1.35K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 60 | $1.35K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 60 | $1.35K | 0.00% | 00.0% | Unchanged |
| Cultivar Capital, Inc. | 60 | $1.35K | 0.00% | +60 | New |
| Camelot Portfolios, LLC | 63 | $1.42K | 0.00% | +63 | New |
| Armstrong Advisory Group, Inc | 63 | $1.42K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 65 | $1.47K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 67 | $1.51K | 0.00% | −113−62.8% | Reduced |
| Cornerstone Planning Group LLC | 82 | $1.53K | 0.00% | +1+1.2% | Added |
| Clearstead Advisors, LLC | 68 | $1.53K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 70 | $1.58K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 71 | $1.60K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 72 | $1.63K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 93 | $1.68K | 0.00% | +1+1.1% | Added |
| Cassady Schiller Wealth Management, LLC | 80 | $1.81K | 0.00% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 80 | $1.81K | 0.00% | +80 | New |
| New England Capital Financial Advisors LLC | 84 | $1.91K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 80 | $2.00K | 0.00% | +1+1.3% | Added |
| HHM Wealth Advisors, LLC | 90 | $2.03K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 97 | $2.19K | 0.00% | +97 | New |
| MV Capital Management, Inc. | 97 | $2.19K | 0.00% | +6+6.6% | Added |
| Bank of New Hampshire | 100 | $2.26K | 0.00% | −2,560−96.2% | Reduced |
| Beacon Capital Management, LLC | 100 | $2.26K | 0.00% | −9−8.3% | Reduced |
| HM Payson & Co | 100 | $2.26K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 100 | $2.26K | 0.00% | +100 | New |
| Strategic Investment Solutions, Inc. | 80 | $2.33K | 0.00% | +80 | New |
| Meeder Asset Management Inc | 105 | $2.37K | 0.00% | +105 | New |
| Main Street Group, LTD | 106 | $2.39K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 106 | $2.39K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 100 | $2.42K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 109 | $2.46K | 0.00% | +59+118.0% | Added |
| Prestige Wealth Management Group LLC | 118 | $2.66K | 0.00% | +47+66.2% | Added |
| Institutional & Family Asset Management, LLC | 120 | $2.71K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 120 | $2.71K | 0.00% | +120 | New |
| Iron Horse Wealth Management, LLC | 126 | $2.84K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 127 | $2.87K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 131 | $2.95K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 132 | $2.98K | 0.00% | +132 | New |
| Quent Capital, LLC | 137 | $3.09K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 140 | $3.16K | 0.00% | −1,148−89.1% | Reduced |
| Manchester Capital Management LLC | 152 | $3.43K | 0.00% | +152 | New |
| Johnson Financial Group, Inc. | 153 | $3.45K | 0.00% | −12−7.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 158 | $3.57K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 167 | $3.77K | 0.00% | −320−65.7% | Reduced |
| Asset Dedication, LLC | 167 | $3.77K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 170 | $3.84K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 172 | $3.88K | 0.00% | 00.0% | Unchanged |