| McClarren Financial Advisors, Inc. | 172 | $0 | 0.00% | +172 | New |
| ROSS\JOHNSON & Associates LLC | 1 | $172 | 0.00% | +1 | New |
| MCF Advisors LLC | 1 | $173 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 1 | $173 | 0.00% | +1 | New |
| Salomon & Ludwin, LLC | 2 | $344 | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 2 | $344 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 2 | $344 | 0.00% | +2 | New |
| MorganRosel Wealth Management, LLC | 2 | $344 | 0.00% | +2 | New |
| Bare Financial Services, Inc | 2 | $344 | 0.00% | +2 | New |
| Marquette Asset Management, LLC | 2 | $345 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 3 | $517 | 0.00% | −13−81.3% | Reduced |
| Estabrook Capital Management | 3 | $517 | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 3 | $517 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 3 | $517 | 0.00% | +3 | New |
| True Wealth Design, LLC | 3 | $517 | 0.00% | +3 | New |
| Principia Wealth Advisory, LLC | 3 | $531 | 0.00% | −2−40.0% | Reduced |
| Quest 10 Wealth Builders, Inc. | 3 | $549 | 0.00% | −2−40.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 4 | $688 | 0.00% | +4 | New |
| Smallwood Wealth Investment Management, LLC | 4 | $688 | 0.00% | +4 | New |
| Wood Tarver Financial Group, LLC | 4 | $689 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 4 | $689 | 0.00% | +4 | New |
| Rise Advisors, LLC | 4 | $689 | 0.00% | +4 | New |
| Winnow Wealth LLC | 5 | $799 | 0.00% | +1+25.0% | Added |
| Bogart Wealth, LLC | 5 | $861 | 0.00% | −203−97.6% | Reduced |
| Hurley Capital, LLC | 5 | $861 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 5 | $861 | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 5 | $861 | 0.00% | +5 | New |
| Friedenthal Financial | 5 | $862 | 0.00% | −30−85.7% | Reduced |
| GHP Investment Advisors, Inc. | 5 | $862 | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 6 | $1.03K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 6 | $1.03K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 7 | $1.21K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 7 | $1.21K | 0.00% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 7 | $1.21K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 7 | $1.21K | 0.00% | +7 | New |
| Dogwood Wealth Management LLC | 7 | $1.21K | 0.00% | +7 | New |
| Evergreen Private Wealth LLC | 8 | $1.38K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 8 | $1.38K | 0.00% | +5+166.7% | Added |
| Kimelman & Baird, LLC | 9 | $1.55K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 9 | $1.55K | 0.00% | +9 | New |
| Berkshire Capital Holdings Inc | 10 | $1.72K | 0.00% | 00.0% | Unchanged |
| Trust Co | 10 | $1.72K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 10 | $1.72K | 0.00% | +4+66.7% | Added |
| Private Wealth Asset Management, LLC | 10 | $1.72K | 0.00% | +10 | New |
| Cromwell Holdings LLC | 10 | $1.72K | 0.00% | +10 | New |
| Central Trust Co | 10 | $1.72K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 11 | $1.90K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 11 | $1.90K | 0.00% | 00.0% | Unchanged |
| Greenline Partners, LLC | 11 | $1.90K | 0.00% | +11 | New |
| Sierra Ocean, LLC | 12 | $2.07K | 0.00% | −2−14.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 12 | $2.07K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 13 | $2.24K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 13 | $2.24K | 0.00% | +11+550.0% | Added |
| Kennebec Savings Bank | 13 | $2.24K | 0.00% | +13 | New |
| Washington Trust Advisors, Inc. | 14 | $2.35K | 0.00% | +4+40.0% | Added |
| Aspect Partners, LLC | 15 | $2.58K | 0.00% | +15 | New |
| Riggs Asset Managment Co. Inc. | 15 | $2.58K | 0.00% | −2−11.8% | Reduced |
| CBIZ Investment Advisory Services, LLC | 17 | $2.93K | 0.00% | −9−34.6% | Reduced |
| Atlantic Trust, LLC | 17 | $2.93K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 17 | $2.93K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 17 | $3.00K | 0.00% | −39−69.6% | Reduced |
| NBC Securities, Inc. | 18 | $3.00K | 0.00% | +18 | New |
| Pacer Advisors, Inc. | 18 | $3.10K | 0.00% | +13+260.0% | Added |
| PayPay Securities Corp | 18 | $3.12K | 0.18% | −22−55.0% | Reduced |
| Capital A Wealth Management, LLC | 19 | $3.27K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 19 | $3.27K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 20 | $3.44K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 20 | $3.44K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 20 | $3.44K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 20 | $3.44K | 0.00% | 00.0% | Unchanged |
| Promus Capital, LLC | 20 | $3.44K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 20 | $3.44K | 0.00% | +20 | New |
| Pension & Wealth Management Advisors, Inc. | 20 | $3.60K | 0.00% | +8+66.7% | Added |
| Banque Transatlantique SA | 21 | $3.62K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 21 | $3.62K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 22 | $3.79K | 0.00% | +22 | New |
| Hughes Financial Services, LLC | 22 | $3.84K | 0.00% | +22 | New |
| Raffa Wealth Management, LLC | 23 | $3.96K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 23 | $3.96K | 0.00% | +23 | New |
| Roble, Belko & Company, Inc | 23 | $4.00K | 0.00% | +7+43.8% | Added |
| Trust Co of Vermont | 25 | $4.31K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 25 | $4.31K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 25 | $4.31K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 25 | $4.31K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 25 | $4.31K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 25 | $4.31K | 0.00% | +25 | New |
| Bruce G. Allen Investments, LLC | 26 | $4.48K | 0.00% | −5−16.1% | Reduced |
| Cheviot Value Management, LLC | 24 | $4.79K | 0.00% | +24 | New |
| Main Street Group, LTD | 28 | $4.82K | 0.00% | +5+21.7% | Added |
| Tradewinds Capital Management, LLC | 29 | $5.00K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| Pilgrim Partners Asia Pte Ltd | 30 | $5.17K | 0.00% | −10,000−99.7% | Reduced |
| Nova Wealth Management, Inc. | 30 | $5.17K | 0.00% | −24−44.4% | Reduced |
| Vision Financial Markets LLC | 30 | $5.17K | 0.01% | −20−40.0% | Reduced |
| Wealth Preservation Advisors, LLC | 30 | $5.17K | 0.00% | +30 | New |
| Archer Investment Corp | 31 | $5.34K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 32 | $5.46K | 0.00% | +14+77.8% | Added |
| MV Capital Management, Inc. | 32 | $5.51K | 0.00% | −46−59.0% | Reduced |