| Dogwood Wealth Management LLC | 0 | $4 | 0.00% | 0 | Unchanged |
| China Universal Asset Management Co., Ltd. | 1 | $222 | 0.00% | −8,437−100.0% | Reduced |
| MCF Advisors LLC | 1 | $223 | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 2 | $444 | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 2 | $444 | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 2 | $445 | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 2 | $445 | 0.00% | +2 | New |
| Brown, Lisle/Cummings, Inc. | 3 | $667 | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 3 | $667 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 4 | $889 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 4 | $889 | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 5 | $1.11K | 0.00% | +5 | New |
| Register Financial Advisors LLC | 6 | $1.33K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 6 | $1.33K | 0.00% | +1+20.0% | Added |
| Triad Wealth Partners, LLC | 6 | $1.33K | 0.00% | +6 | New |
| Godsey & Gibb Associates | 6 | $1.33K | 0.00% | +1+20.0% | Added |
| WealthCollab, LLC | 7 | $1.56K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 7 | $1.56K | 0.00% | +1+16.7% | Added |
| William B. Walkup & Associates, Inc. | 7 | $1.56K | 0.00% | +7 | New |
| Evergreen Private Wealth LLC | 8 | $1.78K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 8 | $1.78K | 0.00% | +8 | New |
| RFP Financial Group LLC | 8 | $1.78K | 0.00% | +8 | New |
| NBC Securities, Inc. | 12 | $2.00K | 0.00% | −24−66.7% | Reduced |
| Kimelman & Baird, LLC | 9 | $2.00K | 0.00% | +9 | New |
| Berkshire Capital Holdings Inc | 10 | $2.22K | 0.00% | −42,300−100.0% | Reduced |
| Washington Trust Co | 10 | $2.22K | 0.00% | −10−50.0% | Reduced |
| Beacon Capital Management, LLC | 10 | $2.22K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 10 | $2.22K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 10 | $2.22K | 0.00% | +10 | New |
| Trust Co | 10 | $2.22K | 0.00% | +10 | New |
| Studio Investment Management LLC | 10 | $2.22K | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 10 | $2.22K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 10 | $2.22K | 0.00% | +10 | New |
| Beaird Harris Wealth Management, LLC | 11 | $2.41K | 0.00% | +1+10.0% | Added |
| Pacific Capital Wealth Advisors, Inc | 11 | $2.44K | 0.00% | +1+10.0% | Added |
| Duncker Streett & Co Inc | 12 | $2.67K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 12 | $2.67K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 13 | $2.89K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 13 | $2.89K | 0.00% | +13 | New |
| Fortitude Family Office, LLC | 15 | $3.33K | 0.00% | +15 | New |
| Riggs Asset Managment Co. Inc. | 17 | $3.78K | 0.00% | +1+6.3% | Added |
| Centerpoint Advisors, LLC | 17 | $4.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 16 | $4.00K | 0.00% | +1+6.7% | Added |
| Sawyer & Company, Inc | 20 | $4.00K | 0.00% | +20 | New |
| CBIZ Investment Advisory Services, LLC | 19 | $4.22K | 0.00% | +19 | New |
| Prestige Wealth Management Group LLC | 19 | $4.22K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 19 | $4.22K | 0.00% | +19 | New |
| Bellevue Asset Management, LLC | 20 | $4.44K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 20 | $4.45K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 20 | $4.45K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 20 | $4.45K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 20 | $4.45K | 0.00% | +20 | New |
| Pathway Financial Advisers, LLC | 21 | $4.46K | 0.00% | −7−25.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 21 | $4.67K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 21 | $4.67K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 21 | $4.67K | 0.00% | +4+23.5% | Added |
| PayPay Securities Corp | 22 | $4.89K | 0.41% | −3−12.0% | Reduced |
| Rise Advisors, LLC | 23 | $5.11K | 0.00% | +8+53.3% | Added |
| TFC Financial Management | 23 | $5.11K | 0.00% | −1−4.2% | Reduced |
| Unique Wealth Strategies, LLC | 20 | $5.30K | 0.00% | +20 | New |
| Eukles Asset Management | 25 | $5.56K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 25 | $5.56K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 25 | $5.56K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 26 | $5.78K | 0.00% | −15−36.6% | Reduced |
| Concord Wealth Partners | 27 | $6.00K | 0.00% | −87−76.3% | Reduced |
| Raffa Wealth Management, LLC | 27 | $6.00K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 27 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 27 | $6.00K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 28 | $6.22K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 30 | $6.67K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 30 | $6.67K | 0.00% | +20+200.0% | Added |
| Ibex Wealth Advisors | 30 | $6.67K | 0.00% | +30 | New |
| JFS Wealth Advisors, LLC | 31 | $6.89K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 31 | $6.89K | 0.00% | −15−32.6% | Reduced |
| Close Asset Management Ltd | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 33 | $7.33K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 33 | $7.33K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 34 | $7.56K | 0.01% | +20+142.9% | Added |
| Cornerstone Planning Group LLC | 40 | $7.58K | 0.00% | +9+29.0% | Added |
| Glass Jacobson Investment Advisors llc | 35 | $7.78K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 36 | $8.00K | 0.00% | +16+80.0% | Added |
| Gradient Investments LLC | 37 | $8.22K | 0.00% | +3+8.8% | Added |
| Zions Bancorporation, N.A. | 39 | $8.67K | 0.00% | −58−59.8% | Reduced |
| EntryPoint Capital, LLC | 39 | $8.67K | 0.00% | −43−52.4% | Reduced |
| WR Wealth Planners, LLC | 39 | $8.67K | 0.00% | +12+44.4% | Added |
| Clean Yield Group | 40 | $8.89K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 40 | $8.89K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 42 | $9.33K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 42 | $9.33K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 42 | $9.43K | 0.00% | −15−26.3% | Reduced |
| Tidemark, LLC | 43 | $9.56K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 43 | $9.56K | 0.00% | +43 | New |
| St Germain D J Co Inc | 45 | $10.0K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 43 | $10.0K | 0.00% | 00.0% | Unchanged |
| Cypress Capital, LLC | 46 | $10.2K | 0.00% | +46 | New |
| Valued Wealth Advisors LLC | 46 | $10.2K | 0.01% | +46 | New |
| ICA Group Wealth Management, LLC | 47 | $10.4K | 0.01% | −703−93.7% | Reduced |