| Coston, McIsaac & Partners | 25 | $0 | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Wetzel Investment Advisors, Inc. | 1 | $36 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 3 | $114 | 0.00% | +3 | New |
| Albion Financial Group | 3 | $115 | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 3 | $115 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $115 | 0.00% | +1+50.0% | Added |
| Frazier Financial Advisors, LLC | 3 | $115 | 0.00% | +3 | New |
| REAP Financial Group, LLC | 4 | $153 | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 5 | $191 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 5 | $191 | 0.00% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 5 | $191 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 5 | $191 | 0.00% | +5 | New |
| Sandy Spring Bank | 6 | $230 | 0.00% | +2+50.0% | Added |
| Federated Hermes, Inc. | 7 | $267 | 0.00% | −210,767−100.0% | Reduced |
| Perritt Capital Management Inc | 7 | $267 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 10 | $382 | 0.00% | −485−98.0% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $382 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 10 | $382 | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 10 | $382 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 10 | $382 | 0.00% | +4+66.7% | Added |
| Hexagon Capital Partners LLC | 12 | $458 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 12 | $458 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 13 | $497 | 0.00% | +2+18.2% | Added |
| Planning Capital Management Corp | 14 | $535 | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 15 | $573 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 15 | $573 | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 16 | $610 | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 16 | $611 | 0.00% | +16 | New |
| Signature Resources Capital Management, LLC | 14 | $640 | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 18 | $687 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 18 | $687 | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 20 | $764 | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 20 | $764 | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 20 | $764 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 20 | $764 | 0.00% | +20 | New |
| Eukles Asset Management | 23 | $878 | 0.00% | −1−4.2% | Reduced |
| Investment Research & Advisory Group, Inc. | 60 | $928 | 0.00% | +30+100.0% | Added |
| Chesapeake Asset Management LLC | 25 | $954 | 0.00% | −15−37.5% | Reduced |
| Bay Harbor Wealth Management, LLC | 25 | $954 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 25 | $955 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 25 | $955 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 26 | $993 | 0.00% | +8+44.4% | Added |
| Evolution Advisers, Inc. | 10 | $1.00K | 0.00% | +10 | New |
| Stone House Investment Management, LLC | 28 | $1.07K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 28 | $1.07K | 0.00% | +21+300.0% | Added |
| Jamison Private Wealth Management, Inc. | 32 | $1.22K | 0.00% | −132−80.5% | Reduced |
| Beaird Harris Wealth Management, LLC | 33 | $1.26K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 35 | $1.34K | 0.00% | +35 | New |
| Continuum Advisory, LLC | 44 | $1.34K | 0.00% | +44 | New |
| Bokf, NA | 36 | $1.36K | 0.00% | −98−73.1% | Reduced |
| JFS Wealth Advisors, LLC | 36 | $1.38K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 40 | $1.53K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 40 | $1.53K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 41 | $1.57K | 0.00% | +33+412.5% | Added |
| Venturi Wealth Management, LLC | 43 | $1.64K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 44 | $1.68K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 46 | $1.76K | 0.00% | +46 | New |
| Addison Advisors LLC | 48 | $1.83K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 50 | $1.89K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 50 | $1.91K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 51 | $1.95K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 50 | $2.00K | 0.00% | +50 | New |
| Householder Group Estate & Retirement Specialist, LLC | 54 | $2.06K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 60 | $2.29K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 61 | $2.33K | 0.00% | −192−75.9% | Reduced |
| Zions Bancorporation, N.A. | 64 | $2.44K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 69 | $2.51K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 67 | $2.56K | 0.00% | −30−30.9% | Reduced |
| Versant Capital Management, Inc | 67 | $2.56K | 0.00% | −11−14.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 67 | $2.56K | 0.00% | +5+8.1% | Added |
| Bullock Wealth Management Group | 69 | $2.61K | 0.00% | +69 | New |
| Atwood & Palmer Inc | 70 | $2.67K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 70 | $2.67K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 70 | $2.67K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 71 | $2.71K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 62 | $2.83K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 76 | $2.90K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 75 | $3.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 97 | $3.00K | 0.00% | +10+11.5% | Added |
| Global Assets Advisory, LLC | 115,261 | $3.05K | 0.14% | +115,261 | New |
| Trust Co of Vermont | 80 | $3.05K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 81 | $3.07K | 0.00% | +81 | New |
| Mather Group, LLC. | 70 | $3.20K | 0.00% | +70 | New |
| PayPay Securities Corp | 87 | $3.32K | 0.17% | +12+16.0% | Added |
| Northwest Capital Management Inc | 98 | $3.74K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 100 | $3.82K | 0.00% | −3,200−97.0% | Reduced |
| Larson Financial Group LLC | 100 | $3.82K | 0.00% | −200−66.7% | Reduced |
| Toth Financial Advisory Corp | 100 | $3.82K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 100 | $3.82K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 100 | $3.82K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 100 | $3.82K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 100 | $3.82K | 0.00% | +100 | New |
| Colonial Trust Advisors | 101 | $3.86K | 0.00% | +100+10,000.0% | Added |
| Valley National Advisers Inc | 105 | $4.00K | 0.00% | −195−65.0% | Reduced |
| Resources Management Corp | 105 | $4.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 96 | $4.00K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 107 | $4.08K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 114 | $4.35K | 0.00% | 00.0% | Unchanged |