| Johnson Financial Group, Inc. | 1 | $540 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 1 | $540 | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 1 | $540 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $540 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 1 | $1.00K | 0.00% | +1 | New |
| Financial Synergies Wealth Advisors, Inc. | 2 | $1.08K | 0.00% | −22−91.7% | Reduced |
| Salem Investment Counselors Inc | 2 | $1.08K | 0.00% | +2 | New |
| Bellevue Asset Management, LLC | 2 | $1.08K | 0.00% | +2 | New |
| Core Alternative Capital | 3 | $1.62K | 0.00% | −20−87.0% | Reduced |
| Longfellow Investment Management Co LLC | 3 | $1.62K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 3 | $1.62K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $1.62K | 0.00% | +2+200.0% | Added |
| Winthrop Capital Management, LLC | 3 | $2.00K | 0.00% | +3 | New |
| North Star Investment Management Corp. | 4 | $2.16K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 4 | $2.16K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 4 | $2.16K | 0.00% | +1+33.3% | Added |
| SRS Capital Advisors, Inc. | 4 | $2.16K | 0.00% | +2+100.0% | Added |
| Signature Resources Capital Management, LLC | 4 | $2.22K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 5 | $2.70K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 5 | $2.70K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 5 | $2.70K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 5 | $2.70K | 0.00% | +5 | New |
| Penserra Capital Management LLC | 6 | $3.00K | 0.00% | −819−99.3% | Reduced |
| VitalStone Financial, LLC | 5 | $3.00K | 0.00% | +5 | New |
| Pacific Center for Financial Services | 6 | $3.24K | 0.00% | +6 | New |
| Dunhill Financial, LLC | 7 | $3.68K | 0.00% | +1+16.7% | Added |
| ORG Partners LLC | 7 | $3.72K | 0.01% | +2+40.0% | Added |
| Larson Financial Group LLC | 7 | $3.78K | 0.00% | −10−58.8% | Reduced |
| DiNuzzo Private Wealth, Inc. | 7 | $3.78K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 7 | $3.78K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 7 | $3.78K | 0.00% | +7 | New |
| Cedar Wealth Management, LLC | 7 | $3.78K | 0.00% | +7 | New |
| Financial Management Professionals, Inc. | 7 | $4.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 8 | $4.32K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 8 | $4.32K | 0.00% | +3+60.0% | Added |
| Planning Capital Management Corp | 8 | $4.32K | 0.00% | −15−65.2% | Reduced |
| Beaird Harris Wealth Management, LLC | 8 | $4.32K | 0.00% | −8−50.0% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 8 | $4.32K | 0.01% | −2−20.0% | Reduced |
| Hartford Financial Management Inc. | 8 | $4.32K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 10 | $4.78K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 9 | $4.86K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 10 | $5.40K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 10 | $5.40K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 10 | $5.40K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 10 | $5.40K | 0.01% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 10 | $5.40K | 0.01% | +10 | New |
| Frazier Financial Advisors, LLC | 10 | $5.40K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 10 | $5.40K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 12 | $6.48K | 0.00% | 00.0% | Unchanged |
| Pier Capital, LLC | 12 | $6.48K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 12 | $6.48K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 12 | $6.48K | 0.00% | +12 | New |
| Macroview Investment Management LLC | 12 | $6.48K | 0.01% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 13 | $6.62K | 0.00% | +5+62.5% | Added |
| Westend Capital Management, LLC | 13 | $7.02K | 0.00% | +13 | New |
| Jones Financial Companies LLLP | 14 | $7.56K | 0.00% | +5+55.6% | Added |
| Moisand Fitzgerald Tamayo, LLC | 14 | $7.56K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 14 | $7.56K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 14 | $7.77K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 15 | $8.10K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 15 | $8.10K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 16 | $8.64K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 17 | $9.18K | 0.00% | −1,145−98.5% | Reduced |
| IAG Wealth Partners, LLC | 17 | $9.18K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 17 | $9.18K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 20 | $10.0K | 0.00% | +20 | New |
| Main Street Group, LTD | 20 | $10.6K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 20 | $10.8K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 20 | $10.8K | 0.00% | −1−4.8% | Reduced |
| Beacon Capital Management, LLC | 20 | $10.8K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 21 | $11.3K | 0.00% | +1+5.0% | Added |
| Central Bank & Trust Co | 21 | $11.3K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 21 | $11.3K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 21 | $11.3K | 0.01% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 22 | $11.9K | 0.00% | −9−29.0% | Reduced |
| Laurel Wealth Advisors LLC | 22 | $11.9K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 23 | $12.4K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 23 | $12.4K | 0.00% | +1+4.5% | Added |
| Meeder Asset Management Inc | 24 | $13.0K | 0.00% | +24 | New |
| Avion Wealth | 24 | $13.0K | 0.00% | +2+9.1% | Added |
| Clear Investment Research, LLC | 25 | $13.5K | 0.02% | 00.0% | Unchanged |
| Grove Bank & Trust | 25 | $13.5K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 25 | $13.5K | 0.01% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 25 | $13.5K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 25 | $13.5K | 0.01% | +4+19.0% | Added |
| St Germain D J Co Inc | 27 | $14.6K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 27 | $14.6K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 28 | $15.1K | 0.00% | +20+250.0% | Added |
| Coston, McIsaac & Partners | 31 | $16.0K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 30 | $16.2K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 32 | $17.3K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 33 | $17.8K | 0.00% | +11+50.0% | Added |
| Armstrong Advisory Group, Inc | 34 | $18.9K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 35 | $18.9K | 0.01% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 35 | $18.9K | 0.03% | 00.0% | Unchanged |
| FIL Ltd | 36 | $19.4K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 39 | $21.1K | 0.01% | +29+290.0% | Added |
| Cornerstone Planning Group LLC | 46 | $22.1K | 0.01% | −14−23.3% | Reduced |
| Colonial Trust Co | 45 | $24.3K | 0.00% | 00.0% | Unchanged |