| Ogorek Anthony Joseph | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 1 | $147 | 0.00% | −9−90.0% | Reduced |
| Retirement Wealth Solutions LLC | 1 | $148 | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 2 | $271 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 2 | $295 | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 2 | $295 | 0.00% | +2 | New |
| Parkworth Wealth Management, Inc. | 2 | $295 | 0.00% | +2 | New |
| Principia Wealth Advisory, LLC | 3 | $442 | 0.00% | 00.0% | Unchanged |
| Total Investment Management Inc | 3 | $442 | 0.00% | +3 | New |
| American Capital Advisory, LLC | 3 | $443 | 0.00% | −1−25.0% | Reduced |
| Quaker Wealth Management, LLC | 3 | $443 | 0.00% | +3 | New |
| Capital A Wealth Management, LLC | 3 | $481 | 0.01% | +3 | New |
| Highline Wealth Partners LLC | 4 | $590 | 0.00% | −10−71.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 4 | $590 | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 6 | $874 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 6 | $885 | 0.00% | +6 | New |
| Activest Wealth Management | 7 | $1.03K | 0.00% | −9−56.3% | Reduced |
| Whipplewood Advisors, LLC | 7 | $1.03K | 0.00% | −17−70.8% | Reduced |
| Aspect Partners, LLC | 7 | $1.03K | 0.00% | −1−12.5% | Reduced |
| NVWM, LLC | 7 | $1.03K | 0.00% | +3+75.0% | Added |
| BOK Financial Private Wealth, Inc. | 7 | $1.03K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 7 | $1.03K | 0.00% | +7 | New |
| ORG Partners LLC | 7 | $1.05K | 0.00% | +2+40.0% | Added |
| Sierra Ocean, LLC | 8 | $1.18K | 0.00% | −24−75.0% | Reduced |
| Colonial Trust Co | 8 | $1.18K | 0.00% | +4+100.0% | Added |
| Princeton Global Asset Management LLC | 8 | $1.18K | 0.00% | +8 | New |
| Rialto Wealth Management, LLC | 8 | $1.18K | 0.00% | +8 | New |
| Salomon & Ludwin, LLC | 8 | $1.21K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 9 | $1.33K | 0.00% | +9 | New |
| AdvisorNet Financial, Inc | 9 | $1.33K | 0.00% | −44−83.0% | Reduced |
| Hughes Financial Services, LLC | 11 | $1.52K | 0.00% | −4−26.7% | Reduced |
| TFC Financial Management | 11 | $1.62K | 0.00% | −4−26.7% | Reduced |
| North Capital, Inc. | 11 | $1.62K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 11 | $1.62K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 11 | $1.62K | 0.00% | +11 | New |
| Cullen/Frost Bankers, Inc. | 11 | $1.64K | 0.00% | +11 | New |
| Dunhill Financial, LLC | 11 | $1.71K | 0.00% | −14−56.0% | Reduced |
| Strengthening Families & Communities, LLC | 12 | $1.77K | 0.00% | +3+33.3% | Added |
| Hollencrest Capital Management | 13 | $1.92K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 14 | $2.06K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 14 | $2.06K | 0.00% | +14 | New |
| Iron Horse Wealth Management, LLC | 15 | $2.21K | 0.00% | 00.0% | Unchanged |
| Motco | 18 | $2.42K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 17 | $2.51K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 17 | $2.51K | 0.00% | +11+183.3% | Added |
| Rossby Financial, LCC | 17 | $2.51K | 0.00% | +17 | New |
| Raffa Wealth Management, LLC | 18 | $2.65K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 18 | $2.65K | 0.00% | +18 | New |
| Harbor Investment Advisory, LLC | 19 | $2.80K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 19 | $2.80K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 19 | $2.80K | 0.00% | +10+111.1% | Added |
| Ancora Advisors, LLC | 20 | $2.95K | 0.00% | +20 | New |
| Abound Wealth Management | 20 | $2.95K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 20 | $3.01K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 21 | $3.10K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 22 | $3.24K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 22 | $3.24K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 23 | $3.39K | 0.00% | +6+35.3% | Added |
| Gold Investment Management Ltd. | 24 | $3.61K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 25 | $3.69K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 25 | $3.69K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 25 | $3.69K | 0.00% | +5+25.0% | Added |
| Legacy Investment Solutions, LLC | 25 | $3.69K | 0.00% | +25 | New |
| Kilter Group LLC | 25 | $3.69K | 0.00% | +25 | New |
| Trust Co of Vermont | 26 | $3.83K | 0.00% | −29−52.7% | Reduced |
| Wolff Wiese Magana LLC | 27 | $3.98K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 29 | $4.02K | 0.00% | +9+45.0% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 30 | $4.42K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 31 | $4.57K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 34 | $5.01K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 39 | $5.75K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 39 | $5.75K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 42 | $6.19K | 0.00% | +42 | New |
| Marshall & Sterling Wealth Advisors Inc. | 45 | $6.63K | 0.00% | −2−4.3% | Reduced |
| Howard Hughes Medical Institute | 45 | $6.63K | 0.00% | +45 | New |
| Evolution Advisers, Inc. | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 49 | $7.22K | 0.00% | +49 | New |
| Byrne Asset Management LLC | 50 | $7.37K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 51 | $7.52K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 59 | $8.00K | 0.00% | +20+51.3% | Added |
| Dogwood Wealth Management LLC | 54 | $8.09K | 0.00% | +44+440.0% | Added |
| Gould Capital, LLC | 55 | $8.11K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 56 | $8.26K | 0.00% | −4−6.7% | Reduced |
| LRI Investments, LLC | 64 | $9.44K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 65 | $9.58K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 65 | $9.58K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 72 | $10.6K | 0.00% | −53−42.4% | Reduced |
| South State Corp. | 72 | $10.6K | 0.00% | −20−21.7% | Reduced |
| Bell Investment Advisors, Inc | 72 | $10.6K | 0.00% | +7+10.8% | Added |
| Logan Capital Management Inc | 73 | $10.8K | 0.00% | −229−75.8% | Reduced |
| TSFG, LLC | 75 | $11.0K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 75 | $11.1K | 0.00% | +75 | New |
| MV Capital Management, Inc. | 79 | $11.6K | 0.00% | −9−10.2% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 87 | $11.8K | 0.00% | +87 | New |
| Missouri Trust & Investment Co | 90 | $13.3K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 95 | $14.0K | 0.00% | −7−6.9% | Reduced |
| Dynamic Wealth Strategies, LLC | 97 | $14.3K | 0.01% | −99−50.5% | Reduced |
| Bogart Wealth, LLC | 99 | $14.6K | 0.00% | +63+175.0% | Added |
| Johnson Financial Group, Inc. | 100 | $14.7K | 0.00% | −1,702−94.5% | Reduced |
| Heritage Wealth Advisors | 100 | $14.7K | 0.00% | 00.0% | Unchanged |