| Capital Advisors, Ltd. LLC | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1 | $15 | 0.00% | −1−50.0% | Reduced |
| Tradewinds Capital Management, LLC | 1 | $15 | 0.00% | +1 | New |
| Keating Financial Advisory Services, Inc. | 2 | $29 | 0.00% | −160−98.8% | Reduced |
| City State Bank | 2 | $29 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3 | $44 | 0.00% | −10−76.9% | Reduced |
| Raffa Wealth Management, LLC | 3 | $44 | 0.00% | +3 | New |
| Wolff Wiese Magana LLC | 4 | $59 | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 6 | $88 | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 7 | $101 | 0.00% | +7 | New |
| Valued Wealth Advisors LLC | 7 | $102 | 0.00% | +5+250.0% | Added |
| Advisory Services Network, LLC | 7 | $102 | 0.00% | +7 | New |
| Private Trust Co NA | 8 | $116 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 10 | $146 | 0.00% | −24−70.6% | Reduced |
| Principia Wealth Advisory, LLC | 11 | $160 | 0.00% | −2−15.4% | Reduced |
| Alerus Financial NA | 12 | $174 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 12 | $174 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 14 | $203 | 0.00% | −6−30.0% | Reduced |
| American Capital Advisory, LLC | 14 | $204 | 0.00% | −51−78.5% | Reduced |
| Triumph Capital Management | 15 | $218 | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 17 | $247 | 0.00% | +13+325.0% | Added |
| Boreal Capital Management LLC | 19 | $276 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 24 | $349 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 27 | $392 | 0.00% | −5−15.6% | Reduced |
| Sound Income Strategies, LLC | 30 | $437 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 31 | $451 | 0.00% | −40−56.3% | Reduced |
| UMA Financial Services, Inc. | 35 | $509 | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 38 | $552 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 39 | $567 | 0.00% | −15−27.8% | Reduced |
| McIlrath & Eck, LLC | 39 | $567 | 0.00% | +39 | New |
| Strategic Wealth Partners, Ltd. | 40 | $581 | 0.00% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 40 | $581 | 0.00% | +40 | New |
| DiNuzzo Private Wealth, Inc. | 44 | $640 | 0.00% | −11−20.0% | Reduced |
| Dunhill Financial, LLC | 44 | $647 | 0.00% | +38+633.3% | Added |
| Salomon & Ludwin, LLC | 47 | $675 | 0.00% | −119−71.7% | Reduced |
| Cromwell Holdings LLC | 48 | $697 | 0.00% | +20+71.4% | Added |
| Whittier Trust Co | 49 | $711 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 50 | $727 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 50 | $727 | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 50 | $727 | 0.00% | +50 | New |
| Assetmark, Inc | 51 | $741 | 0.00% | −98−65.8% | Reduced |
| Red Tortoise LLC | 57 | $828 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 61 | $886 | 0.00% | −38,365−99.8% | Reduced |
| N.E.W. Advisory Services LLC | 62 | $901 | 0.00% | +62 | New |
| Millstone Evans Group, LLC | 63 | $915 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 65 | $944 | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 71 | $1.03K | 0.00% | +8+12.7% | Added |
| Vermillion Wealth Management, Inc. | 72 | $1.05K | 0.00% | +26+56.5% | Added |
| Rialto Wealth Management, LLC | 84 | $1.22K | 0.00% | +18+27.3% | Added |
| Clearstead Advisors, LLC | 95 | $1.38K | 0.00% | −838−89.8% | Reduced |
| Rossby Financial, LCC | 96 | $1.40K | 0.00% | +86+860.0% | Added |
| Center for Financial Planning, Inc. | 97 | $1.41K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 100 | $1.45K | 0.00% | −1−1.0% | Reduced |
| Tompkins Financial Corp | 100 | $1.45K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 100 | $1.45K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 100 | $1.45K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 100 | $1.45K | 0.00% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 100 | $1.45K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 100 | $1.45K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 102 | $1.49K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 106 | $1.50K | 0.00% | −544−83.7% | Reduced |
| Abound Financial, LLC | 112 | $1.63K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 115 | $1.67K | 0.00% | +115 | New |
| JFS Wealth Advisors, LLC | 121 | $1.76K | 0.00% | −123−50.4% | Reduced |
| CVA Family Office, LLC | 128 | $1.86K | 0.00% | +128 | New |
| Flagship Wealth Advisors, LLC | 97 | $1.91K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 132 | $1.92K | 0.00% | −22−14.3% | Reduced |
| Washington Trust Advisors, Inc. | 133 | $1.93K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 136 | $1.98K | 0.00% | +95+231.7% | Added |
| Avion Wealth | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 148 | $2.00K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 140 | $2.03K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 150 | $2.18K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 151 | $2.19K | 0.00% | +34+29.1% | Added |
| Harbor Investment Advisory, LLC | 152 | $2.21K | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 197 | $2.86K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 200 | $2.91K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 200 | $2.91K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 150 | $2.98K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 207 | $3.01K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 214 | $3.11K | 0.00% | +105+96.3% | Added |
| Zions Bancorporation, National Association | 233 | $3.38K | 0.00% | +233 | New |
| Huntington National Bank | 243 | $3.53K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 250 | $3.63K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 270 | $3.92K | 0.00% | +270 | New |
| Farmers & Merchants Investments Inc | 280 | $4.07K | 0.00% | −12−4.1% | Reduced |
| GWM Advisors LLC | 280 | $4.07K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 350 | $5.09K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 389 | $5.66K | 0.00% | +389 | New |
| Cornerstone Planning Group LLC | 392 | $5.77K | 0.00% | −116−22.8% | Reduced |
| Boyd Watterson Asset Management LLC | 464 | $6.74K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 467 | $6.79K | 0.00% | −421−47.4% | Reduced |
| Global X Japan Co., Ltd. | 489 | $7.11K | 0.00% | −587−54.6% | Reduced |
| Parkside Financial Bank & Trust | 496 | $7.21K | 0.00% | −194−28.1% | Reduced |
| Larson Financial Group LLC | 499 | $7.25K | 0.00% | −582−53.8% | Reduced |
| SRS Capital Advisors, Inc. | 559 | $8.12K | 0.00% | −850−60.3% | Reduced |
| Ancora Advisors, LLC | 579 | $8.41K | 0.00% | −451−43.8% | Reduced |
| Danske Bank A/S | 600 | $8.72K | 0.00% | −2,300−79.3% | Reduced |
| Tanglewood Legacy Advisors, LLC | 600 | $8.72K | 0.00% | 00.0% | Unchanged |