| Avion Wealth | 178 | $0 | 0.00% | −175−49.6% | Reduced |
| Ogorek Anthony Joseph | 277 | $0 | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 50 | $0 | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 141 | $0 | 0.00% | +12+9.3% | Added |
| PrairieView Partners, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 155 | $0 | 0.00% | +155 | New |
| Toronto Dominion Bank | 2 | $5 | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 2 | $5 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 4 | $10 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 5 | $14 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 6 | $16 | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 7 | $18 | 0.00% | −268−97.5% | Reduced |
| Insight Financial Services | 8 | $20 | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 8 | $21 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 16 | $42 | 0.00% | 00.0% | Unchanged |
| Raelipskie Partnership | 20 | $52 | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 20 | $52 | 0.00% | +20 | New |
| Voisard Asset Management Group, Inc. | 20 | $53 | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 25 | $65 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 32 | $84 | 0.00% | +8+33.3% | Added |
| Brown Brothers Harriman & Co | 37 | $97 | 0.00% | +37 | New |
| St Germain D J Co Inc | 40 | $104 | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 40 | $105 | 0.00% | +40 | New |
| BFSG, LLC | 45 | $118 | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 48 | $125 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 50 | $130 | 0.00% | −1,781−97.3% | Reduced |
| Key Financial Inc | 50 | $130 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 50 | $131 | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 50 | $131 | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 50 | $131 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 50 | $131 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 50 | $132 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 57 | $149 | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 40 | $170 | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 69 | $181 | 0.00% | +69 | New |
| Iron Horse Wealth Management, LLC | 70 | $183 | 0.00% | −24−25.5% | Reduced |
| Burkett Financial Services, LLC | 78 | $204 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 80 | $209 | 0.00% | +30+60.0% | Added |
| Mather Group, LLC. | 81 | $231 | 0.00% | +81 | New |
| Tidemark, LLC | 89 | $232 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 90 | $235 | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $261 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 100 | $261 | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 100 | $261 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 100 | $261 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 100 | $261 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 100 | $261 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 101 | $264 | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 100 | $264 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 105 | $274 | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 108 | $282 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 119 | $311 | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 150 | $391 | 0.00% | +150 | New |
| Carmichael Hill & Associates, Inc. | 150 | $392 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 172 | $449 | 0.00% | +170+8,500.0% | Added |
| FPC Investment Advisory, Inc. | 119 | $452 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 175 | $457 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 182 | $475 | 0.00% | +182 | New |
| Private Wealth Management Group, LLC | 196 | $512 | 0.00% | +196 | New |
| Castleview Partners, LLC | 197 | $514 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 211 | $551 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 227 | $592 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 227 | $593 | 0.00% | −162−41.6% | Reduced |
| WealthCollab, LLC | 275 | $718 | 0.00% | −175−38.9% | Reduced |
| HM Payson & Co | 282 | $737 | 0.00% | −500−63.9% | Reduced |
| ZRC Wealth Management, LLC | 287 | $750 | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 300 | $783 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 310 | $810 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 340 | $887 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 341 | $890 | 0.00% | 00.0% | Unchanged |
| City State Bank | 350 | $914 | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 350 | $914 | 0.00% | +350 | New |
| MCF Advisors LLC | 363 | $948 | 0.00% | −1,340−78.7% | Reduced |
| Beaird Harris Wealth Management, LLC | 380 | $992 | 0.00% | +104+37.7% | Added |
| Hazlett, Burt & Watson, Inc. | 325 | $1.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 200 | $1.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 390 | $1.02K | 0.00% | +319+449.3% | Added |
| McMahon Financial Advisors, LLC | 395 | $1.03K | 0.00% | +395 | New |
| Peoples Financial Services Corp. | 400 | $1.04K | 0.00% | 00.0% | Unchanged |
| Chris Bulman Inc | 400 | $1.04K | 0.00% | +400 | New |
| EverSource Wealth Advisors, LLC | 300 | $1.06K | 0.00% | −744−71.3% | Reduced |
| Bruce G. Allen Investments, LLC | 414 | $1.08K | 0.00% | −570−57.9% | Reduced |
| RFP Financial Group LLC | 414 | $1.08K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 423 | $1.10K | 0.00% | +15+3.7% | Added |
| Harbor Investment Advisory, LLC | 444 | $1.16K | 0.00% | +24+5.7% | Added |
| Salem Investment Counselors Inc | 445 | $1.16K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 450 | $1.17K | 0.00% | +450 | New |
| Trifecta Capital Advisors, LLC | 450 | $1.18K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 454 | $1.19K | 0.00% | +45+11.0% | Added |
| Foster Dykema Cabot & Partners, LLC | 470 | $1.23K | 0.00% | +33+7.6% | Added |
| American Capital Advisory, LLC | 300 | $1.26K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 500 | $1.30K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 500 | $1.30K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 500 | $1.30K | 0.00% | +500 | New |
| TFC Financial Management | 501 | $1.31K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 513 | $1.34K | 0.00% | +411+402.9% | Added |
| Bartlett & Co. Wealth Management LLC | 540 | $1.41K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 550 | $1.44K | 0.00% | +450+450.0% | Added |
| Macroview Investment Management LLC | 585 | $1.53K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 600 | $1.57K | 0.00% | −650−52.0% | Reduced |