| Coston, McIsaac & Partners | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $5 | 0.00% | 0 | Unchanged |
| Bruce G. Allen Investments, LLC | 1 | $391 | 0.00% | −4−80.0% | Reduced |
| WestEnd Advisors, LLC | 1 | $391 | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 1 | $391 | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 1 | $391 | 0.00% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 2 | $721 | 0.00% | +2 | New |
| Richardson Financial Services Inc. | 2 | $781 | 0.00% | −58−96.7% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 2 | $781 | 0.00% | −7−77.8% | Reduced |
| PayPay Securities Corp | 2 | $781 | 0.04% | 00.0% | Unchanged |
| Castleview Partners, LLC | 2 | $781 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 2 | $781 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 2 | $781 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 2 | $781 | 0.00% | +2 | New |
| Albion Financial Group | 2 | $782 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 2 | $782 | 0.00% | +2 | New |
| Financial Management Professionals, Inc. | 3 | $1.00K | 0.00% | −7−70.0% | Reduced |
| McClarren Financial Advisors, Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 3 | $1.09K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 3 | $1.14K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 3 | $1.17K | 0.00% | +2+200.0% | Added |
| Frazier Financial Advisors, LLC | 3 | $1.17K | 0.00% | +3 | New |
| Whittier Trust Co of Nevada Inc | 4 | $1.56K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 4 | $1.56K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 4 | $1.56K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 5 | $1.95K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 5 | $1.95K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 5 | $1.95K | 0.00% | +5 | New |
| Winthrop Capital Management, LLC | 4 | $2.00K | 0.00% | +4 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $2.34K | 0.00% | −2−25.0% | Reduced |
| Pacific Center for Financial Services | 6 | $2.34K | 0.00% | +6 | New |
| Continuum Advisory, LLC | 7 | $2.47K | 0.00% | +7 | New |
| Cornerstone Planning Group LLC | 7 | $2.49K | 0.00% | +3+75.0% | Added |
| FPC Investment Advisory, Inc. | 7 | $2.55K | 0.00% | +7 | New |
| Costello Asset Management, INC | 7 | $2.73K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 7 | $2.73K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 7 | $2.73K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 7 | $3.00K | 0.00% | −1−12.5% | Reduced |
| Capital Analysts, LLC | 7 | $3.00K | 0.00% | +3+75.0% | Added |
| Altshuler Shaham Ltd | 8 | $3.13K | 0.00% | −32−80.0% | Reduced |
| Pineridge Advisors LLC | 8 | $3.13K | 0.00% | −6−42.9% | Reduced |
| VisionPoint Advisory Group, LLC | 8 | $3.13K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 8 | $3.13K | 0.00% | −5−38.5% | Reduced |
| RFP Financial Group LLC | 8 | $3.21K | 0.00% | +5+166.7% | Added |
| HighMark Wealth Management LLC | 4 | $3.52K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 10 | $3.91K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 10 | $3.91K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 10 | $3.91K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 10 | $3.91K | 0.00% | +10 | New |
| First PREMIER Bank | 11 | $4.00K | 0.00% | +11 | New |
| Raffa Wealth Management, LLC | 11 | $4.30K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 11 | $4.30K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 12 | $4.69K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 12 | $4.69K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 13 | $5.00K | 0.00% | +3+30.0% | Added |
| Transamerica Financial Advisors, Inc. | 13 | $5.00K | 0.00% | +7+116.7% | Added |
| Red Tortoise LLC | 13 | $5.08K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 13 | $5.08K | 0.00% | +13 | New |
| TCTC Holdings, LLC | 14 | $5.47K | 0.00% | +14 | New |
| Bullock Wealth Management Group | 15 | $5.78K | 0.00% | +15 | New |
| Davidson Capital Management Inc. | 15 | $5.86K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 16 | $6.25K | 0.00% | +1+6.7% | Added |
| Heritage Wealth Advisors | 17 | $6.64K | 0.00% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 17 | $6.64K | 0.01% | +17 | New |
| Valued Wealth Advisors LLC | 17 | $6.64K | 0.00% | +10+142.9% | Added |
| VitalStone Financial, LLC | 17 | $7.00K | 0.01% | +16+1,600.0% | Added |
| Abich Financial Wealth Management LLC | 19 | $7.42K | 0.01% | +19 | New |
| Creekmur Asset Management LLC | 19 | $7.42K | 0.00% | +19 | New |
| Glen Eagle Advisors, LLC | 20 | $7.81K | 0.00% | +19+1,900.0% | Added |
| Stephens Consulting, LLC | 21 | $8.20K | 0.00% | −12−36.4% | Reduced |
| Sound Income Strategies, LLC | 21 | $8.20K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 23 | $8.98K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 23 | $8.98K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 24 | $9.38K | 0.00% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 24 | $9.38K | 0.01% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 24 | $9.38K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 25 | $9.77K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 25 | $10.0K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 26 | $10.2K | 0.00% | −1−3.7% | Reduced |
| Global Wealth Strategies & Associates | 26 | $10.2K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 26 | $10.2K | 0.00% | +1+4.0% | Added |
| SJS Investment Consulting Inc. | 26 | $10.2K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 27 | $10.4K | 0.00% | +4+17.4% | Added |
| Optimum Investment Advisors | 28 | $10.9K | 0.01% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 28 | $10.9K | 0.01% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 28 | $10.9K | 0.00% | +3+12.0% | Added |
| MV Capital Management, Inc. | 29 | $11.3K | 0.00% | −1−3.3% | Reduced |
| Stone House Investment Management, LLC | 29 | $11.3K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 30 | $11.7K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 30 | $11.7K | 0.00% | +30 | New |
| Bear Mountain Capital, Inc. | 34 | $11.7K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 31 | $12.1K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 32 | $12.5K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 34 | $13.3K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 35 | $13.7K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 36 | $14.1K | 0.01% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 36 | $14.3K | 0.00% | +31+620.0% | Added |
| Sachetta, LLC | 28 | $14.3K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 38 | $14.8K | 0.00% | −427−91.8% | Reduced |
| Knott David M Jr | 39 | $15.0K | 0.01% | 00.0% | Unchanged |