| Spectrum Wealth Counsel, LLC | 1 | $976 | 0.00% | +1 | New |
| Ogorek Anthony Joseph | 1 | $1.00K | 0.00% | +1 | New |
| Darwin Advisors, LLC | 1 | $1.70K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 1 | $1.95K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 1 | $1.95K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1 | $1.95K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1 | $1.95K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $1.95K | 0.00% | 00.0% | Unchanged |
| Trust Co | 1 | $1.95K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 1 | $1.95K | 0.00% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 1 | $1.95K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 1 | $1.95K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 1 | $1.95K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 1 | $1.95K | 0.00% | +1 | New |
| Flaharty Asset Management, LLC | 1 | $1.95K | 0.00% | +1 | New |
| Aspect Partners, LLC | 1 | $1.95K | 0.00% | +1 | New |
| Millstone Evans Group, LLC | 1 | $1.95K | 0.00% | +1 | New |
| American National Bank | 1 | $2.10K | 0.00% | +1 | New |
| PayPay Securities Corp | 1 | $2.23K | 0.13% | −1−50.0% | Reduced |
| Cheviot Value Management, LLC | 1 | $2.25K | 0.00% | +1 | New |
| Carolinas Wealth Consulting LLC | 1 | $2.68K | 0.00% | −33−97.1% | Reduced |
| PEAK6 LLC | 2 | $3.50K | 0.00% | −11,576−100.0% | Reduced |
| Westside Investment Management, Inc. | 2 | $3.83K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 2 | $3.90K | 0.00% | −36−94.7% | Reduced |
| VSM Wealth Advisory, LLC | 2 | $3.90K | 0.00% | −20−90.9% | Reduced |
| Delta Asset Management LLC | 2 | $3.90K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 2 | $3.90K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 2 | $3.90K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 2 | $3.90K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 2 | $3.90K | 0.00% | 00.0% | Unchanged |
| Inlight Wealth Management, LLC | 2 | $3.90K | 0.00% | +2 | New |
| Resources Management Corp | 2 | $4.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 2 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 2 | $4.00K | 0.00% | +1+100.0% | Added |
| Rossby Financial, LCC | 2 | $4.45K | 0.00% | +2 | New |
| ORG Wealth Partners, LLC | 3 | $5.75K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 3 | $5.85K | 0.00% | −2−40.0% | Reduced |
| Cranbrook Wealth Management, LLC | 3 | $5.85K | 0.00% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 3 | $5.85K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 3 | $5.85K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 3 | $5.85K | 0.00% | +1+50.0% | Added |
| Channing Global Advisors, LLC | 3 | $5.85K | 0.00% | +2+200.0% | Added |
| Dogwood Wealth Management LLC | 3 | $5.85K | 0.00% | +3 | New |
| Colonial Trust Co | 3 | $6.79K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 4 | $7.80K | 0.00% | −6−60.0% | Reduced |
| Hallmark Capital Management Inc | 4 | $7.80K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 4 | $7.80K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 4 | $7.80K | 0.00% | +2+100.0% | Added |
| Accent Capital Management, LLC | 4 | $7.80K | 0.00% | +4 | New |
| Nova Wealth Management, Inc. | 4 | $7.80K | 0.01% | +4 | New |
| Legacy Wealth Managment, LLC | 4 | $7.80K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 4 | $7.80K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 4 | $7.80K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 4 | $8.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 5 | $8.87K | 0.00% | 00.0% | Unchanged |
| Provida Pension Fund Administrator | 5 | $9.75K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 5 | $9.75K | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 5 | $9.75K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 5 | $9.75K | 0.00% | +1+25.0% | Added |
| Sierra Ocean, LLC | 5 | $9.75K | 0.01% | +4+400.0% | Added |
| Tower View Investment Management & Research LLC | 5 | $9.76K | 0.01% | −1−16.7% | Reduced |
| HM Payson & Co | 5 | $9.76K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 5 | $9.76K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 5 | $9.76K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 5 | $9.76K | 0.00% | +5 | New |
| Oakworth Capital, Inc. | 6 | $11.7K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 6 | $11.7K | 0.01% | +6 | New |
| Moisand Fitzgerald Tamayo, LLC | 6 | $11.7K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 6 | $11.7K | 0.00% | +6 | New |
| Migdal Insurance & Financial Holdings Ltd. | 6 | $12.0K | 0.00% | +5+500.0% | Added |
| Trust Co of Vermont | 7 | $13.7K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 7 | $14.0K | 0.00% | 00.0% | Unchanged |
| EMC Capital Management | 8 | $15.0K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 8 | $15.0K | 0.00% | +2+33.3% | Added |
| Global Trust Asset Management, LLC | 8 | $15.6K | 0.01% | −5−38.5% | Reduced |
| Turim 21 Investimentos Ltda. | 8 | $15.6K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 8 | $15.6K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 8 | $15.6K | 0.00% | +5+166.7% | Added |
| Ravenstone Capital Management Inc. | 9 | $17.6K | 0.01% | −91−91.0% | Reduced |
| Cape Investment Advisory, Inc. | 9 | $17.6K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 9 | $17.6K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 9 | $17.6K | 0.01% | +2+28.6% | Added |
| Glass Jacobson Investment Advisors llc | 11 | $18.7K | 0.01% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 10 | $19.0K | 0.01% | +10 | New |
| Heritage Wealth Advisors | 10 | $19.5K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 10 | $19.5K | 0.01% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 10 | $19.5K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 10 | $19.5K | 0.01% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 10 | $19.5K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 10 | $19.5K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 10 | $19.5K | 0.01% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 10 | $19.5K | 0.02% | 00.0% | Unchanged |
| Bokf, NA | 10 | $19.5K | 0.00% | +2+25.0% | Added |
| Clal Insurance Enterprises Holdings Ltd | 11 | $21.0K | 0.00% | +9+450.0% | Added |
| Hexagon Capital Partners LLC | 11 | $21.5K | 0.00% | −1−8.3% | Reduced |
| Pin Oak Investment Advisors Inc | 11 | $23.0K | 0.02% | +2+22.2% | Added |
| Bayforest Capital Ltd | 12 | $23.4K | 0.01% | −64−84.2% | Reduced |
| Glynn Capital Management LLC | 12 | $23.4K | 0.01% | 00.0% | Unchanged |
| General Partner, Inc. | 12 | $23.4K | 0.02% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 12 | $23.4K | 0.01% | 00.0% | Unchanged |