| Dogwood Wealth Management LLC | 0 | $6 | 0.00% | 0 | Unchanged |
| Northwest Capital Management Inc | 0 | $46 | 0.00% | 0 | Unchanged |
| Country Trust Bank | 1 | $191 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 1 | $191 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 1 | $191 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 2 | $382 | 0.00% | 00.0% | Unchanged |
| City State Bank | 2 | $382 | 0.00% | +2 | New |
| Flaharty Asset Management, LLC | 3 | $572 | 0.00% | +3 | New |
| NVWM, LLC | 4 | $763 | 0.00% | +3+300.0% | Added |
| Riggs Asset Managment Co. Inc. | 4 | $764 | 0.00% | +4 | New |
| Chesapeake Asset Management LLC | 5 | $953 | 0.00% | +5 | New |
| Tortoise Investment Management, LLC | 5 | $954 | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 5 | $954 | 0.00% | +5 | New |
| Legacy Investment Solutions, LLC | 6 | $967 | 0.00% | +6 | New |
| Legacy Wealth Managment, LLC | 6 | $967 | 0.00% | +6 | New |
| Financial Network Wealth Advisors LLC | 6 | $1.15K | 0.00% | +5+500.0% | Added |
| 1620 Investment Advisors, Inc. | 6 | $1.24K | 0.00% | +6 | New |
| ClariVest Asset Management LLC | 10 | $1.41K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 8 | $1.53K | 0.00% | +8 | New |
| Asset Dedication, LLC | 9 | $1.72K | 0.00% | −16−64.0% | Reduced |
| Longfellow Investment Management Co LLC | 9 | $1.72K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 10 | $1.91K | 0.00% | +10 | New |
| Valley National Advisers Inc | 12 | $2.00K | 0.00% | −849−98.6% | Reduced |
| Legacy Bridge, LLC | 11 | $2.10K | 0.00% | +11 | New |
| Semmax Financial Advisors Inc. | 13 | $2.13K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 12 | $2.33K | 0.00% | +2+20.0% | Added |
| Delta Asset Management LLC | 13 | $2.48K | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 13 | $2.48K | 0.00% | +13 | New |
| Koesten, Hirschmann & Crabtree, INC. | 13 | $2.48K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 13 | $2.52K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 15 | $2.54K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 16 | $3.05K | 0.00% | +3+23.1% | Added |
| Sound Income Strategies, LLC | 16 | $3.10K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 17 | $3.24K | 0.00% | −5−22.7% | Reduced |
| North Star Investment Management Corp. | 17 | $3.24K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 20 | $3.81K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 20 | $3.82K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 22 | $4.20K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 23 | $4.39K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 23 | $4.39K | 0.00% | +5+27.8% | Added |
| Colonial Trust Advisors | 26 | $4.96K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 24 | $5.00K | 0.00% | +22+1,100.0% | Added |
| WealthCollab, LLC | 27 | $5.15K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 30 | $5.72K | 0.00% | −444−93.7% | Reduced |
| Carolina Wealth Advisors, LLC | 30 | $5.72K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 30 | $5.72K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 42 | $5.92K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 35 | $6.00K | 0.00% | +8+29.6% | Added |
| WR Wealth Planners, LLC | 33 | $6.29K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 33 | $6.30K | 0.00% | +14+73.7% | Added |
| Redmont Wealth Advisors LLC | 35 | $6.68K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 35 | $6.68K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 36 | $6.87K | 0.00% | −2−5.3% | Reduced |
| First PREMIER Bank | 35 | $7.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 37 | $7.07K | 0.00% | +9+32.1% | Added |
| Archer Investment Corp | 40 | $7.63K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 42 | $8.01K | 0.00% | +11+35.5% | Added |
| Activest Wealth Management | 44 | $8.33K | 0.00% | +44 | New |
| Capital Performance Advisors LLP | 45 | $8.59K | 0.00% | +45 | New |
| Ruedi Wealth Management, Inc. | 47 | $8.97K | 0.00% | −47−50.0% | Reduced |
| Key Financial Inc | 47 | $8.97K | 0.00% | +4+9.3% | Added |
| Prestige Wealth Management Group LLC | 50 | $9.54K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 53 | $10.1K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 55 | $10.5K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 57 | $10.9K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 60 | $11.4K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 64 | $12.2K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $12.4K | 0.01% | – | – |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 68 | $13.0K | 0.00% | +7+11.5% | Added |
| Bokf, NA | 74 | $14.1K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 78 | $14.9K | 0.00% | −1−1.3% | Reduced |
| Talon Private Wealth, LLC | 79 | $15.1K | 0.00% | +79 | New |
| Cornerstone Planning Group LLC | 92 | $15.4K | 0.00% | −19−17.1% | Reduced |
| Indiana Trust & Investment Management CO | 81 | $15.5K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 82 | $15.6K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 84 | $16.0K | 0.00% | +32+61.5% | Added |
| SJS Investment Consulting Inc. | 85 | $16.2K | 0.00% | −2−2.3% | Reduced |
| Beacon Capital Management, LLC | 87 | $16.6K | 0.00% | +21+31.8% | Added |
| Voisard Asset Management Group, Inc. | 90 | $17.2K | 0.01% | −70−43.8% | Reduced |
| Nemes Rush Group LLC | 110 | $18.1K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 100 | $19.1K | 0.01% | +100 | New |
| CBIZ Investment Advisory Services, LLC | 100 | $19.2K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 107 | $20.5K | 0.00% | −6−5.3% | Reduced |
| Rosenberg Matthew Hamilton | 108 | $20.6K | 0.01% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 109 | $20.8K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 112 | $21.4K | 0.00% | +112 | New |
| Plante Moran Financial Advisors, LLC | 117 | $22.3K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 117 | $22.3K | 0.00% | +117 | New |
| Valued Wealth Advisors LLC | 118 | $22.5K | 0.01% | +1+0.9% | Added |
| Dunhill Financial, LLC | 127 | $24.3K | 0.01% | +32+33.7% | Added |
| Creekmur Asset Management LLC | 133 | $25.4K | 0.01% | −6−4.3% | Reduced |
| Oarsman Capital, Inc. | 135 | $25.7K | 0.00% | +135 | New |
| Ridgewood Investments LLC | 135 | $25.8K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 135 | $26.0K | 0.01% | +18+15.4% | Added |
| Foster Dykema Cabot & Partners, LLC | 137 | $26.1K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 138 | $26.3K | 0.00% | +138 | New |
| GW&K Investment Management, LLC | 141 | $27.0K | 0.00% | +18+14.6% | Added |
| Armstrong Advisory Group, Inc | 144 | $27.5K | 0.00% | −13−8.3% | Reduced |
| Pinnacle Holdings, LLC | 150 | $28.6K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 152 | $28.9K | 0.00% | −139−47.8% | Reduced |