| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | New |
| Tfo-TDC, LLC | 1 | $132 | 0.00% | −4−80.0% | Reduced |
| WestEnd Advisors, LLC | 1 | $132 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 1 | $132 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 1 | $132 | 0.00% | +1 | New |
| Versant Capital Management, Inc | 2 | $264 | 0.00% | −17−89.5% | Reduced |
| Cornerstone Planning Group LLC | 2 | $264 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 2 | $265 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $265 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 2 | $265 | 0.00% | +2 | New |
| Whittier Trust Co of Nevada Inc | 3 | $396 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 3 | $396 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 3 | $396 | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 3 | $397 | 0.00% | −10−76.9% | Reduced |
| Evermay Wealth Management LLC | 3 | $397 | 0.00% | +3 | New |
| MCF Advisors LLC | 5 | $661 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $661 | 0.00% | +5 | New |
| Center for Financial Planning, Inc. | 6 | $793 | 0.00% | +6 | New |
| ICA Group Wealth Management, LLC | 6 | $793 | 0.00% | +6 | New |
| Winthrop Capital Management, LLC | 6 | $793 | 0.00% | +6 | New |
| Valley National Advisers Inc | 15 | $1.00K | 0.00% | +10+200.0% | Added |
| Horrell Capital Management, Inc. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 5 | $1.00K | 0.00% | −4−44.4% | Reduced |
| HBC Financial Services, PLLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 8 | $1.06K | 0.00% | −33−80.5% | Reduced |
| Able Wealth Management LLC | 8 | $1.06K | 0.00% | +8 | New |
| SJS Investment Consulting Inc. | 8 | $1.06K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 9 | $1.19K | 0.00% | −457−98.1% | Reduced |
| Sachetta, LLC | 9 | $1.19K | 0.00% | +9 | New |
| Gradient Investments LLC | 10 | $1.32K | 0.00% | −2,462−99.6% | Reduced |
| Anchor Investment Management, LLC | 10 | $1.32K | 0.00% | −34−77.3% | Reduced |
| SOA Wealth Advisors, LLC. | 10 | $1.32K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 10 | $1.32K | 0.00% | +10 | New |
| Valued Wealth Advisors LLC | 11 | $1.32K | 0.00% | +11 | New |
| Planning Capital Management Corp | 10 | $1.32K | 0.00% | +10 | New |
| NVWM, LLC | 11 | $1.45K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 11 | $1.51K | 0.00% | +11 | New |
| DT Investment Partners, LLC | 15 | $1.60K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 14 | $1.85K | 0.00% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 15 | $1.98K | 0.00% | +15 | New |
| Bell Investment Advisors, Inc | 15 | $1.98K | 0.00% | −12−44.4% | Reduced |
| Salem Investment Counselors Inc | 15 | $1.98K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 17 | $2.00K | 0.00% | +17 | New |
| JFS Wealth Advisors, LLC | 16 | $2.12K | 0.00% | +7+77.8% | Added |
| Highline Wealth Partners LLC | 17 | $2.25K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 17 | $2.25K | 0.00% | +7+70.0% | Added |
| Manchester Capital Management LLC | 19 | $2.51K | 0.00% | +14+280.0% | Added |
| Beaird Harris Wealth Management, LLC | 20 | $2.64K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 20 | $2.64K | 0.00% | +20 | New |
| Assetmark, Inc | 22 | $2.91K | 0.00% | +22 | New |
| Clearstead Advisors, LLC | 22 | $2.91K | 0.00% | +22 | New |
| Capital Advisors, Ltd. LLC | 22 | $3.00K | 0.00% | +15+214.3% | Added |
| Wetzel Investment Advisors, Inc. | 25 | $3.00K | 0.00% | +25 | New |
| Colonial Trust Advisors | 24 | $3.17K | 0.00% | +1+4.3% | Added |
| Prestige Wealth Management Group LLC | 24 | $3.17K | 0.00% | +12+100.0% | Added |
| Umb Bank N A | 25 | $3.30K | 0.00% | −44−63.8% | Reduced |
| Zions Bancorporation, N.A. | 25 | $3.30K | 0.00% | −2−7.4% | Reduced |
| Barrett & Company, Inc. | 25 | $3.30K | 0.00% | +25 | New |
| Abound Wealth Management | 26 | $3.50K | 0.00% | +7+36.8% | Added |
| CoreFirst Bank & Trust | 30 | $3.96K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 30 | $3.96K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 30 | $3.96K | 0.00% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 28 | $4.00K | 0.00% | −24−46.2% | Reduced |
| City State Bank | 29 | $4.00K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 32 | $4.23K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 34 | $4.49K | 0.00% | −46−57.5% | Reduced |
| St Germain D J Co Inc | 35 | $4.63K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 38 | $5.00K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 40 | $5.29K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 41 | $5.49K | 0.27% | −39−48.8% | Reduced |
| Pacifica Partners Inc. | 50 | $5.50K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 47 | $6.21K | 0.00% | +47 | New |
| JJJ Advisors Inc. | 50 | $6.61K | 0.00% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 50 | $6.61K | 0.00% | +50 | New |
| Abich Financial Wealth Management LLC | 51 | $6.74K | 0.01% | +51 | New |
| Core Alternative Capital | 55 | $7.27K | 0.00% | −10−15.4% | Reduced |
| Strengthening Families & Communities, LLC | 60 | $7.93K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 60 | $7.93K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 62 | $8.00K | 0.00% | +9+17.0% | Added |
| Armstrong Advisory Group, Inc | 65 | $8.59K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 66 | $8.72K | 0.00% | −1,034−94.0% | Reduced |
| Whittier Trust Co | 68 | $8.98K | 0.00% | −15−18.1% | Reduced |
| Piscataqua Savings Bank | 75 | $9.91K | 0.01% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 75 | $9.91K | 0.00% | −131−63.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 75 | $9.91K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 75 | $9.91K | 0.00% | +73+3,650.0% | Added |
| MidAtlantic Capital Management, Inc. | 75 | $9.91K | 0.01% | +75 | New |
| Quarry LP | 76 | $10.0K | 0.01% | −114−60.0% | Reduced |
| RFP Financial Group LLC | 83 | $11.0K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 89 | $11.0K | 0.00% | −246−73.4% | Reduced |
| EverSource Wealth Advisors, LLC | 85 | $11.2K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 87 | $11.5K | 0.00% | +26+42.6% | Added |
| Millburn Ridgefield Corp | 90 | $11.9K | 0.00% | −1−1.1% | Reduced |
| Farmers & Merchants Investments Inc | 91 | $12.0K | 0.00% | −41−31.1% | Reduced |
| USCF Advisers LLC | 100 | $13.2K | 3.32% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 100 | $13.2K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 100 | $13.2K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 100 | $13.2K | 0.00% | +100 | New |
| Glassman Wealth Services | 107 | $14.1K | 0.00% | +59+122.9% | Added |