| Coston, McIsaac & Partners | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $4 | 0.00% | 0 | Unchanged |
| WestEnd Advisors, LLC | 1 | $271 | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 1 | $271 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 1 | $271 | 0.00% | +1 | New |
| Financial Gravity Companies, Inc. | 1 | $271 | 0.00% | +1 | New |
| Tradewinds Capital Management, LLC | 1 | $272 | 0.00% | −50−98.0% | Reduced |
| ClariVest Asset Management LLC | 1 | $308 | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 1 | $407 | 0.00% | +1 | New |
| ORG Wealth Partners, LLC | 2 | $542 | 0.00% | +2 | New |
| Riverview Trust Co | 2 | $543 | 0.00% | −73−97.3% | Reduced |
| Albion Financial Group | 2 | $543 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 2 | $543 | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 2 | $543 | 0.05% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 2 | $543 | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 2 | $543 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 2 | $543 | 0.00% | +2 | New |
| JDM Financial Group LLC | 2 | $543 | 0.00% | +2 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3 | $814 | 0.00% | −25−89.3% | Reduced |
| DecisionPoint Financial, LLC | 3 | $815 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 3 | $815 | 0.00% | +1+50.0% | Added |
| Capital Analysts, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Financial Network Wealth Advisors LLC | 4 | $1.08K | 0.00% | −67−94.4% | Reduced |
| REAP Financial Group, LLC | 4 | $1.08K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 4 | $1.09K | 0.00% | −2−33.3% | Reduced |
| MCF Advisors LLC | 4 | $1.09K | 0.00% | +4 | New |
| Voisard Asset Management Group, Inc. | 4 | $1.09K | 0.00% | +4 | New |
| Bullock Wealth Management Group | 5 | $1.33K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 5 | $1.36K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $1.36K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 5 | $1.36K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 5 | $1.36K | 0.00% | +5 | New |
| Prestige Wealth Management Group LLC | 5 | $1.36K | 0.00% | −12−70.6% | Reduced |
| Zions Bancorporation, N.A. | 6 | $1.63K | 0.00% | −28−82.4% | Reduced |
| Golden State Equity Partners | 6 | $1.63K | 0.00% | +6 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $1.63K | 0.00% | −2−25.0% | Reduced |
| Costello Asset Management, INC | 7 | $1.90K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 7 | $1.90K | 0.00% | +2+40.0% | Added |
| FPC Investment Advisory, Inc. | 7 | $1.91K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 8 | $2.24K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 9 | $2.44K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 8 | $2.64K | 0.00% | +6+300.0% | Added |
| Thompson Investment Management, Inc. | 10 | $2.71K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 10 | $2.71K | 0.00% | +10 | New |
| Jackson, Grant Investment Advisers, Inc. | 10 | $2.71K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 10 | $2.71K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 10 | $2.71K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 10 | $2.71K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 10 | $2.71K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 11 | $2.98K | 0.00% | −12−52.2% | Reduced |
| Clear Investment Research, LLC | 11 | $2.98K | 0.00% | +11 | New |
| Cornerstone Planning Group LLC | 10 | $3.05K | 0.00% | +3+42.9% | Added |
| Macroview Investment Management LLC | 12 | $3.26K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 13 | $3.53K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 13 | $3.53K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 13 | $3.53K | 0.00% | +6+85.7% | Added |
| Valley National Advisers Inc | 15 | $4.00K | 0.00% | +6+66.7% | Added |
| Bear Mountain Capital, Inc. | 14 | $4.03K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 16 | $4.34K | 0.00% | −8−33.3% | Reduced |
| Pacific Center for Financial Services | 16 | $4.34K | 0.00% | +10+166.7% | Added |
| BOK Financial Private Wealth, Inc. | 17 | $4.61K | 0.00% | −2,227−99.2% | Reduced |
| Sachetta, LLC | 17 | $4.61K | 0.00% | +1+6.3% | Added |
| Dunhill Financial, LLC | 18 | $4.78K | 0.00% | +15+500.0% | Added |
| Park Place Capital Corp | 18 | $4.88K | 0.00% | −10−35.7% | Reduced |
| Olistico Wealth, LLC | 18 | $4.88K | 0.00% | +18 | New |
| Talon Private Wealth, LLC | 18 | $4.88K | 0.00% | +18 | New |
| Financial Management Professionals, Inc. | 17 | $5.00K | 0.00% | +11+183.3% | Added |
| Oakworth Capital, Inc. | 19 | $5.16K | 0.00% | −12−38.7% | Reduced |
| Private Wealth Management Group, LLC | 20 | $5.43K | 0.00% | +13+185.7% | Added |
| Peregrine Capital Management LLC | 21 | $5.70K | 0.00% | −93,625−100.0% | Reduced |
| Sound Income Strategies, LLC | 21 | $5.70K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 21 | $5.70K | 0.00% | +20+2,000.0% | Added |
| Stephens Consulting, LLC | 21 | $5.70K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 22 | $5.97K | 0.00% | +15+214.3% | Added |
| Planned Solutions, Inc. | 22 | $5.97K | 0.00% | +22 | New |
| Highline Wealth Partners LLC | 22 | $5.97K | 0.00% | +22 | New |
| Financial Connections Group, Inc. | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 23 | $6.24K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 24 | $6.51K | 0.00% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 24 | $6.51K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 25 | $6.78K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 25 | $6.78K | 0.00% | +5+25.0% | Added |
| Avion Wealth | 27 | $7.00K | 0.00% | +5+22.7% | Added |
| Global Wealth Strategies & Associates | 26 | $7.05K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 27 | $7.33K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 28 | $7.60K | 0.00% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 28 | $7.60K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 28 | $7.60K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 29 | $7.87K | 0.00% | 00.0% | Unchanged |
| Northwest Financial Advisors | 31 | $8.41K | 0.01% | +31 | New |
| Archer Investment Corp | 32 | $8.68K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 35 | $9.00K | 0.00% | −14−28.6% | Reduced |
| Sawyer & Company, Inc | 35 | $9.00K | 0.00% | +35 | New |
| Hemington Wealth Management | 31 | $9.00K | 0.00% | +31 | New |
| SJS Investment Consulting Inc. | 34 | $9.23K | 0.00% | +10+41.7% | Added |
| Estabrook Capital Management | 35 | $9.50K | 0.00% | +23+191.7% | Added |
| Global Financial Private Client, LLC | 35 | $9.50K | 0.00% | +35 | New |
| Clean Yield Group | 36 | $9.77K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 38 | $10.3K | 0.00% | +19+100.0% | Added |