| Asset Dedication, LLC | 48 | $0 | 0.00% | −47−49.5% | Reduced |
| Tower View Investment Management & Research LLC | 100 | $0 | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 50 | $0 | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 138 | $0 | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 5 | $0 | 0.00% | +5 | New |
| Financial Connections Group, Inc. | 155 | $0 | 0.00% | +155 | New |
| TFC Financial Management | 1 | $5 | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 1 | $5 | 0.00% | +1 | New |
| VisionPoint Advisory Group, LLC | 2 | $8 | 0.00% | −197−99.0% | Reduced |
| Cornerstone Planning Group LLC | 2 | $8 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 2 | $8 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $13 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 4 | $17 | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 4 | $22 | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 8 | $33 | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 8 | $34 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 8 | $34 | 0.00% | +8 | New |
| FinTrust Capital Advisors, LLC | 10 | $43 | 0.00% | −90−90.0% | Reduced |
| True Wealth Design, LLC | 15 | $64 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 16 | $67 | 0.00% | 00.0% | Unchanged |
| Raelipskie Partnership | 20 | $84 | 0.00% | +20 | New |
| Voisard Asset Management Group, Inc. | 20 | $85 | 0.00% | +20 | New |
| Focused Wealth Management, Inc | 22 | $93 | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 25 | $105 | 0.00% | −202−89.0% | Reduced |
| REAP Financial Group, LLC | 25 | $105 | 0.00% | +25 | New |
| PSI Advisors, LLC | 30 | $126 | 0.00% | −100−76.9% | Reduced |
| Tompkins Financial Corp | 30 | $126 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 31 | $131 | 0.00% | +31 | New |
| Bokf, NA | 34 | $143 | 0.00% | 00.0% | Unchanged |
| Able Wealth Management LLC | 39 | $165 | 0.00% | +39 | New |
| Orion Capital Management LLC | 45 | $189 | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 45 | $190 | 0.00% | +45 | New |
| First Horizon Advisors, Inc. | 48 | $202 | 0.00% | +48 | New |
| DiNuzzo Private Wealth, Inc. | 49 | $207 | 0.00% | +49 | New |
| Key Financial Inc | 50 | $210 | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 50 | $211 | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 50 | $211 | 0.00% | 00.0% | Unchanged |
| CNB Bank | 50 | $211 | 0.00% | +50 | New |
| AdvisorNet Financial, Inc | 55 | $232 | 0.00% | −37−40.2% | Reduced |
| St Germain D J Co Inc | 57 | $240 | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 95 | $274 | 0.00% | +95 | New |
| Beacon Capital Management, LLC | 50 | $280 | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 75 | $316 | 0.00% | −150−66.7% | Reduced |
| Burkett Financial Services, LLC | 78 | $328 | 0.00% | +78 | New |
| Tidemark, LLC | 89 | $375 | 0.00% | +89 | New |
| AllSquare Wealth Management LLC | 90 | $379 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 90 | $379 | 0.00% | +90 | New |
| JFS Wealth Advisors, LLC | 91 | $384 | 0.00% | −163−64.2% | Reduced |
| Iron Horse Wealth Management, LLC | 94 | $396 | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 96 | $404 | 0.00% | +48+100.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 100 | $421 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 100 | $421 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 100 | $421 | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 100 | $421 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 100 | $421 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 100 | $421 | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 100 | $421 | 0.00% | +100 | New |
| DHJJ Financial Advisors, Ltd. | 100 | $421 | 0.00% | +100 | New |
| Sachetta, LLC | 104 | $438 | 0.00% | +104 | New |
| Colonial Trust Advisors | 105 | $442 | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 108 | $455 | 0.00% | +108 | New |
| Creekmur Asset Management LLC | 119 | $501 | 0.00% | +119 | New |
| Massmutual Trust Co FSB | 152 | $640 | 0.00% | +152 | New |
| Garner Asset Management Corp | 200 | $690 | 0.00% | +200 | New |
| 1832 Asset Management L.P. | 170 | $716 | 0.00% | −5,480−97.0% | Reduced |
| Prestige Wealth Management Group LLC | 175 | $737 | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 185 | $779 | 0.00% | +185 | New |
| Castleview Partners, LLC | 197 | $829 | 0.00% | +197 | New |
| Rockbridge Investment Management, LCC | 200 | $842 | 0.00% | +200 | New |
| Whittier Trust Co | 205 | $863 | 0.00% | +35+20.6% | Added |
| TD Capital Management LLC | 211 | $888 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 224 | $943 | 0.00% | −130−36.7% | Reduced |
| McIlrath & Eck, LLC | 225 | $947 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 227 | $956 | 0.00% | +100+78.7% | Added |
| Versant Capital Management, Inc | 228 | $960 | 0.00% | −190−45.5% | Reduced |
| Hazlett, Burt & Watson, Inc. | 325 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 126 | $1.00K | 0.00% | −397−75.9% | Reduced |
| City State Bank | 350 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 277 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 263 | $1.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 200 | $1.00K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 250 | $1.05K | 0.00% | +250 | New |
| Signature Resources Capital Management, LLC | 275 | $1.16K | 0.00% | +275 | New |
| Beaird Harris Wealth Management, LLC | 276 | $1.16K | 0.00% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 278 | $1.17K | 0.00% | +278 | New |
| SOA Wealth Advisors, LLC. | 300 | $1.26K | 0.00% | −308−50.7% | Reduced |
| Cypress Capital Management LLC (WY) | 300 | $1.26K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 300 | $1.26K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 300 | $1.26K | 0.00% | +300 | New |
| Armstrong Advisory Group, Inc | 302 | $1.27K | 0.00% | −3,531−92.1% | Reduced |
| Central Trust Co | 310 | $1.31K | 0.00% | +200+181.8% | Added |
| Bell Investment Advisors, Inc | 339 | $1.43K | 0.00% | −47−12.2% | Reduced |
| ZRC Wealth Management, LLC | 287 | $1.60K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 389 | $1.64K | 0.00% | +389 | New |
| Peoples Financial Services Corp. | 400 | $1.68K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 409 | $1.72K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 414 | $1.75K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 420 | $1.77K | 0.00% | −30−6.7% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 437 | $1.84K | 0.00% | +437 | New |