| Transamerica Financial Advisors, Inc. | 1 | $185 | 0.00% | −4−80.0% | Reduced |
| WFA Asset Management Corp | 1 | $468 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $500 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $504 | 0.00% | +1 | New |
| Valued Wealth Advisors LLC | 2 | $874 | 0.00% | −2−50.0% | Reduced |
| Chilton Capital Management LLC | 2 | $1.00K | 0.00% | −44−95.7% | Reduced |
| Tradewinds Capital Management, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Centerpoint Advisors, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Pineridge Advisors LLC | 2 | $1.00K | 0.00% | +2 | New |
| PEAK6 LLC | 2 | $1.04K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 3 | $1.50K | 0.00% | −16−84.2% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 3 | $1.50K | 0.00% | −2−40.0% | Reduced |
| NVWM, LLC | 3 | $1.50K | 0.00% | −1−25.0% | Reduced |
| New England Capital Financial Advisors LLC | 3 | $1.50K | 0.00% | 00.0% | Unchanged |
| GFG Capital, LLC | 3 | $1.50K | 0.00% | +3 | New |
| FWL Investment Management, LLC | 3 | $1.50K | 0.00% | +3 | New |
| Bay Harbor Wealth Management, LLC | 4 | $2.00K | 0.00% | +1+33.3% | Added |
| PayPay Securities Corp | 4 | $2.00K | 0.10% | −6−60.0% | Reduced |
| 1620 Investment Advisors, Inc. | 4 | $2.00K | 0.00% | −2−33.3% | Reduced |
| SJS Investment Consulting Inc. | 5 | $2.50K | 0.00% | −3−37.5% | Reduced |
| BFSG, LLC | 5 | $2.50K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 5 | $2.50K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 5 | $2.50K | 0.00% | +2+66.7% | Added |
| Principia Wealth Advisory, LLC | 5 | $2.50K | 0.00% | +3+150.0% | Added |
| Mid-American Wealth Advisory Group, Inc. | 5 | $2.50K | 0.00% | +5 | New |
| Fairscale Capital, LLC | 5 | $2.88K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 6 | $3.00K | 0.00% | −22−78.6% | Reduced |
| Cape Investment Advisory, Inc. | 6 | $3.00K | 0.00% | +4+200.0% | Added |
| TCTC Holdings, LLC | 7 | $3.50K | 0.00% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 7 | $3.50K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 7 | $3.50K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 7 | $3.50K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 7 | $3.50K | 0.00% | +2+40.0% | Added |
| Perkins Coie Trust Co | 8 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 8 | $4.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 8 | $4.00K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 8 | $4.00K | 0.00% | 00.0% | Unchanged |
| Total Investment Management Inc | 8 | $4.09K | 0.00% | +8 | New |
| MPWM Advisory Solutions, LLC | 9 | $4.50K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 9 | $4.54K | 0.00% | +8+800.0% | Added |
| Vision Financial Markets LLC | 10 | $4.78K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 10 | $5.00K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 10 | $5.00K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 10 | $5.00K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 10 | $5.00K | 0.00% | 00.0% | Unchanged |
| Peterson Wealth Services | 10 | $5.00K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 10 | $5.00K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 10 | $5.00K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 10 | $5.00K | 0.00% | +10 | New |
| Catherine Avery Investment Management LLC | 12 | $6.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 12 | $6.00K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 12 | $6.00K | 0.01% | +12 | New |
| Banque Transatlantique SA | 12 | $6.03K | 0.00% | −45−78.9% | Reduced |
| DiNuzzo Private Wealth, Inc. | 13 | $6.50K | 0.00% | −1−7.1% | Reduced |
| Iron Horse Wealth Management, LLC | 13 | $6.50K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 13 | $6.50K | 0.00% | +13 | New |
| Bare Financial Services, Inc | 14 | $7.00K | 0.00% | +14 | New |
| Chesapeake Asset Management LLC | 15 | $7.50K | 0.01% | +2+15.4% | Added |
| Comprehensive Financial Planning, Inc. | 15 | $7.57K | 0.01% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 15 | $7.83K | 0.00% | −1−6.3% | Reduced |
| Avion Wealth | 17 | $8.00K | 0.00% | +6+54.5% | Added |
| UMA Financial Services, Inc. | 16 | $8.00K | 0.00% | +10+166.7% | Added |
| Activest Wealth Management | 16 | $8.00K | 0.00% | +12+300.0% | Added |
| Minot DeBlois Advisors LLC | 17 | $8.50K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 18 | $9.00K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 18 | $9.00K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 18 | $9.00K | 0.00% | +7+63.6% | Added |
| Abound Wealth Management | 19 | $9.58K | 0.00% | +5+35.7% | Added |
| Atlantic Trust, LLC | 20 | $10.0K | 0.00% | −174−89.7% | Reduced |
| Carolina Wealth Advisors, LLC | 20 | $10.0K | 0.00% | 00.0% | Unchanged |
| Traub Capital Management LLC | 20 | $10.0K | 0.01% | +20 | New |
| Access Investment Management LLC | 22 | $11.0K | 0.00% | +22 | New |
| Plato Investment Management Ltd | 23 | $11.5K | 0.00% | −30−56.6% | Reduced |
| Vermillion Wealth Management, Inc. | 23 | $11.5K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 24 | $12.0K | 0.00% | −2−7.7% | Reduced |
| Garde Capital, Inc. | 24 | $12.0K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 24 | $12.2K | 0.00% | +14+140.0% | Added |
| Cherry Tree Wealth Management, LLC | 25 | $12.5K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 25 | $12.5K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 25 | $12.5K | 0.01% | +3+13.6% | Added |
| Signature Resources Capital Management, LLC | 25 | $12.5K | 0.01% | +13+108.3% | Added |
| TFC Financial Management | 25 | $12.5K | 0.00% | +22+733.3% | Added |
| Financial Management Professionals, Inc. | 26 | $13.0K | 0.00% | +12+85.7% | Added |
| Red Tortoise LLC | 27 | $13.5K | 0.01% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 27 | $13.5K | 0.01% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 27 | $13.5K | 0.00% | +3+12.5% | Added |
| Financial Perspectives, Inc | 28 | $14.0K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 29 | $14.0K | 0.00% | −4−12.1% | Reduced |
| Financial Connections Group, Inc. | 30 | $14.0K | 0.01% | −4−11.8% | Reduced |
| Horrell Capital Management, Inc. | 29 | $14.5K | 0.01% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 29 | $14.5K | 0.01% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 29 | $14.5K | 0.01% | +29 | New |
| Thompson Investment Management, Inc. | 30 | $15.0K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 30 | $15.0K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 31 | $15.5K | 0.00% | +1+3.3% | Added |
| C M Bidwell & Associates Ltd | 32 | $16.0K | 0.01% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 32 | $16.0K | 0.01% | 00.0% | Unchanged |