| Centerpoint Advisors, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 1 | $218 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $218 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 1 | $218 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 1 | $218 | 0.00% | +1 | New |
| Grove Bank & Trust | 2 | $436 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 2 | $436 | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 2 | $436 | 0.00% | +2 | New |
| Highline Wealth Partners LLC | 2 | $446 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 3 | $654 | 0.00% | −195−98.5% | Reduced |
| Abound Wealth Management | 3 | $654 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $654 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 3 | $654 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 3 | $654 | 0.00% | +3 | New |
| Palisade Asset Management, LLC | 3 | $654 | 0.00% | +3 | New |
| Financial Consulate, Inc | 3 | $654 | 0.00% | +3 | New |
| Seneschal Advisors, LLC | 3 | $654 | 0.00% | +3 | New |
| CBIZ Investment Advisory Services, LLC | 3 | $658 | 0.00% | +3 | New |
| Proffitt & Goodson Inc | 4 | $872 | 0.00% | +3+300.0% | Added |
| Picton Mahoney Asset Management | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 5 | $1.09K | 0.00% | −3,769−99.9% | Reduced |
| Binnacle Investments Inc | 5 | $1.09K | 0.00% | +5 | New |
| Aventura Private Wealth, LLC | 6 | $1.31K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 115 | $1.41K | 0.00% | +59+105.4% | Added |
| Salomon & Ludwin, LLC | 7 | $1.50K | 0.00% | +1+16.7% | Added |
| Turning Point Benefit Group, Inc. | 7 | $1.50K | 0.00% | +7 | New |
| Bay Harbor Wealth Management, LLC | 7 | $1.52K | 0.00% | +1+16.7% | Added |
| Bell Investment Advisors, Inc | 7 | $1.53K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 7 | $1.53K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 7 | $1.53K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 7 | $1.53K | 0.00% | +7 | New |
| Sound Income Strategies, LLC | 8 | $1.69K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 8 | $1.74K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 8 | $1.74K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 8 | $1.75K | 0.00% | +8 | New |
| Pacifica Partners Inc. | 9 | $1.93K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 9 | $1.93K | 0.00% | +9 | New |
| Trust Co | 9 | $1.96K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 9 | $1.96K | 0.00% | +9 | New |
| MPWM Advisory Solutions, LLC | 10 | $2.18K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 10 | $2.18K | 0.00% | +10 | New |
| Guerra Advisors Inc | 10 | $2.18K | 0.00% | +10 | New |
| Prestige Wealth Management Group LLC | 10 | $2.19K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 12 | $2.62K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 12 | $2.63K | 0.00% | +12 | New |
| Albion Financial Group | 13 | $2.83K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 13 | $2.83K | 0.00% | +13 | New |
| Johnson Financial Group, Inc. | 13 | $2.83K | 0.00% | +13 | New |
| Financial Management Professionals, Inc. | 13 | $2.85K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 17 | $3.00K | 0.00% | +2+13.3% | Added |
| Key Financial Inc | 14 | $3.01K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 14 | $3.05K | 0.00% | +2+16.7% | Added |
| North Star Investment Management Corp. | 15 | $3.33K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 16 | $3.39K | 0.00% | +6+60.0% | Added |
| N.E.W. Advisory Services LLC | 16 | $3.49K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 19 | $3.81K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 18 | $3.92K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 18 | $3.92K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 19 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 19 | $4.00K | 0.00% | +19 | New |
| Howard Hughes Medical Institute | 19 | $4.14K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 20 | $4.36K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 20 | $4.36K | 0.00% | +20 | New |
| UMA Financial Services, Inc. | 20 | $4.36K | 0.00% | +20 | New |
| DiNuzzo Private Wealth, Inc. | 20 | $4.36K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 20 | $4.38K | 0.00% | +2+11.1% | Added |
| Clark Wealth Partners | 22 | $4.54K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 22 | $4.79K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 26 | $5.00K | 0.00% | +26 | New |
| Frazier Financial Advisors, LLC | 23 | $5.01K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 26 | $5.67K | 0.00% | +26 | New |
| Solstein Capital, LLC | 28 | $6.10K | 0.00% | −45−61.6% | Reduced |
| WFA of San Diego, LLC | 35 | $7.63K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 39 | $8.50K | 0.00% | +23+143.8% | Added |
| Red Tortoise LLC | 41 | $8.94K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 45 | $9.73K | 0.00% | +1+2.3% | Added |
| First Horizon Corp | 48 | $10.5K | 0.00% | +48 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 50 | $10.9K | 0.02% | −207−80.5% | Reduced |
| Family Legacy Financial Solutions, LLC | 50 | $10.9K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 50 | $10.9K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 53 | $11.6K | 0.00% | +7+15.2% | Added |
| CoreCap Advisors, LLC | 56 | $12.2K | 0.00% | +20+55.6% | Added |
| Farmers & Merchants Investments Inc | 59 | $12.9K | 0.00% | −11−15.7% | Reduced |
| Covestor Ltd | 65 | $14.0K | 0.01% | −2−3.0% | Reduced |
| GW&K Investment Management, LLC | 66 | $14.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 65 | $14.2K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 67 | $14.6K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 67 | $14.6K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 70 | $15.3K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 73 | $15.9K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 73 | $15.9K | 0.00% | +73 | New |
| Quarry LP | 78 | $17.0K | 0.00% | +78 | New |
| Coston, McIsaac & Partners | 81 | $17.0K | 0.00% | +1+1.3% | Added |
| Point72 Europe (London) LLP | 80 | $17.4K | 0.00% | +80 | New |
| Private Wealth Management Group, LLC | 80 | $17.4K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 81 | $17.7K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 84 | $18.0K | 0.00% | +42+100.0% | Added |
| Mascoma Wealth Management LLC | 84 | $18.3K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 85 | $18.5K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 87 | $19.0K | 0.00% | 00.0% | Unchanged |