| PrairieView Partners, LLC | 5 | $0 | 0.00% | −33−86.8% | Reduced |
| Winch Advisory Services, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 4 | $0 | 0.00% | +4 | New |
| Briaud Financial Planning, Inc | 6 | $0 | 0.00% | +6 | New |
| McClarren Financial Advisors, Inc. | 10 | $0 | 0.00% | +10 | New |
| Perritt Capital Management Inc | 1 | $68 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1 | $68 | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 1 | $68 | 0.00% | +1 | New |
| Kathleen S. Wright Associates Inc. | 1 | $68 | 0.00% | +1 | New |
| Gould Capital, LLC | 2 | $136 | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $272 | 0.00% | – | – |
| Deane Retirement Strategies, Inc. | 4 | $272 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 4 | $273 | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 4 | $295 | 0.00% | −90−95.7% | Reduced |
| WestEnd Advisors, LLC | 5 | $340 | 0.00% | +5 | New |
| Goodman Advisory Group, LLC | 6 | $408 | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 6 | $408 | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 6 | $409 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 7 | $476 | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 7 | $476 | 0.00% | +7 | New |
| Peoples Bank | 7 | $476 | 0.00% | +7 | New |
| Retirement Group, LLC | 7 | $477 | 0.00% | 00.0% | Unchanged |
| Savior LLC | 7 | $477 | 0.00% | 00.0% | Unchanged |
| HWG Holdings LP | 8 | $544 | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 8 | $545 | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 9 | $612 | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 10 | $680 | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 11 | $748 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 11 | $777 | 0.00% | +11 | New |
| Global Wealth Management Investment Advisory, Inc. | 12 | $816 | 0.00% | −25−67.6% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 12 | $816 | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 12 | $816 | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 13 | $879 | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 10 | $1.00K | 0.00% | +10 | New |
| West Financial Advisors, LLC | 15 | $1.02K | 0.00% | 00.0% | Unchanged |
| Hibernia Wealth Partners, LLC | 15 | $1.02K | 0.00% | +15 | New |
| Hoey Investments, Inc | 16 | $1.09K | 0.00% | +2+14.3% | Added |
| Country Trust Bank | 18 | $1.23K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 18 | $1.23K | 0.00% | +4+28.6% | Added |
| Robbins Farley LLC | 19 | $1.29K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 20 | $1.36K | 0.00% | +8+66.7% | Added |
| ZRC Wealth Management, LLC | 20 | $1.36K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 20 | $1.36K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 20 | $1.36K | 0.00% | +20 | New |
| Newton One Investments LLC | 20 | $1.36K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 21 | $1.43K | 0.00% | −29−58.0% | Reduced |
| Ruedi Wealth Management, Inc. | 21 | $1.43K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 24 | $1.63K | 0.00% | +20+500.0% | Added |
| Grayhawk Investment Strategies Inc. | 27 | $1.84K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 28 | $1.91K | 0.00% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 29 | $2.00K | 0.00% | −12,736−99.8% | Reduced |
| Capital Management Associates | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 31 | $2.11K | 0.00% | 00.0% | Unchanged |
| Performa Ltd (US), LLC | 33 | $2.25K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 33 | $2.25K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 33 | $2.25K | 0.00% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 33 | $2.25K | 0.00% | +33 | New |
| Kayne Anderson Rudnick Investment Management LLC | 34 | $2.31K | 0.00% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 35 | $2.38K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 36 | $2.45K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 37 | $2.52K | 0.00% | +20+117.6% | Added |
| United Community Bank | 37 | $2.52K | 0.00% | +37 | New |
| WR Wealth Planners, LLC | 37 | $2.52K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 39 | $2.65K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 40 | $2.72K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 41 | $2.79K | 0.00% | −34−45.3% | Reduced |
| Northwest Capital Management Inc | 41 | $2.79K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 41 | $2.79K | 0.00% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 41 | $2.79K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 42 | $2.86K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 43 | $2.93K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 51 | $3.00K | 0.00% | −19−27.1% | Reduced |
| Capital Analysts, LLC | 44 | $3.00K | 0.00% | −30−40.5% | Reduced |
| Capital Advisors, Ltd. LLC | 44 | $3.00K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 46 | $3.00K | 0.00% | −5−9.8% | Reduced |
| SJS Investment Consulting Inc. | 45 | $3.06K | 0.00% | +12+36.4% | Added |
| Rogco, LP | 45 | $3.06K | 0.00% | +45 | New |
| Creative Capital Management Investments LLC | 47 | $3.20K | 0.00% | −1−2.1% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 49 | $3.33K | 0.00% | −41−45.6% | Reduced |
| Impact Partnership Wealth, LLC | 49 | $3.33K | 0.00% | +47+2,350.0% | Added |
| Private Ocean, LLC | 50 | $3.40K | 0.00% | −20−28.6% | Reduced |
| Knights of Columbus Asset Advisors LLC | 50 | $3.40K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 52 | $3.54K | 0.00% | −833−94.1% | Reduced |
| Cedar Mountain Advisors, LLC | 52 | $3.54K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 51 | $3.59K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 54 | $3.67K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 54 | $3.67K | 0.00% | +14+35.0% | Added |
| Kelly Financial Services LLC | 54 | $3.67K | 0.00% | −65−54.6% | Reduced |
| Prestige Wealth Management Group LLC | 56 | $3.81K | 0.00% | −1−1.8% | Reduced |
| Steward Financial Group LLC | 64 | $4.00K | 0.00% | +64 | New |
| Motco | 59 | $4.01K | 0.00% | −38−39.2% | Reduced |
| Morton Brown Family Wealth, LLC | 60 | $4.08K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 60 | $4.08K | 0.00% | +52+650.0% | Added |
| Bray Capital Advisors | 62 | $4.22K | 0.00% | 00.0% | Unchanged |