| Beutel, Goodman & Co Ltd. | 12 | $0 | 0.00% | −24−66.7% | Reduced |
| Harvest Fund Management Co., Ltd | 2 | $0 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 1 | $65 | 0.00% | 00.0% | Unchanged |
| United Community Bank | 1 | $65 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 1 | $65 | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 2 | $130 | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 2 | $131 | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 2 | $131 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 2 | $131 | 0.00% | +1+100.0% | Added |
| Financial Management Professionals, Inc. | 3 | $196 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 3 | $196 | 0.00% | 00.0% | Unchanged |
| Mosley Wealth Management | 3 | $219 | 0.00% | +3 | New |
| WestEnd Advisors, LLC | 4 | $261 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 4 | $261 | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 4 | $262 | 0.00% | −17−81.0% | Reduced |
| Evelyn Partners Investment Management LLP | 5 | $327 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 6 | $392 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 6 | $392 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 6 | $392 | 0.00% | +3+100.0% | Added |
| TopTier Wealth Management, LLC | 6 | $392 | 0.00% | +6 | New |
| Independence Bank of Kentucky | 7 | $457 | 0.00% | −500−98.6% | Reduced |
| Roxbury Financial LLC | 7 | $457 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 7 | $457 | 0.00% | +7 | New |
| Clark Wealth Partners | 7 | $458 | 0.00% | −15−68.2% | Reduced |
| Nvest Wealth Strategies, Inc. | 7 | $458 | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 8 | $523 | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 8 | $523 | 0.00% | +8 | New |
| Centennial Bank | 9 | $588 | 0.00% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 9 | $588 | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 10 | $653 | 0.00% | 00.0% | Unchanged |
| Raelipskie Partnership | 10 | $653 | 0.00% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 11 | $718 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 11 | $718 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 11 | $743 | 0.00% | −2−15.4% | Reduced |
| Stone House Investment Management, LLC | 12 | $784 | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 12 | $784 | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 12 | $784 | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 12 | $784 | 0.00% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 12 | $784 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 12 | $784 | 0.00% | +9+300.0% | Added |
| Wealth Preservation Advisors, LLC | 13 | $849 | 0.00% | +13 | New |
| Synergy Investment Management, LLC | 14 | $914 | 0.00% | +14 | New |
| Aspect Partners, LLC | 15 | $979 | 0.00% | 00.0% | Unchanged |
| Portus Wealth Advisors, LLC | 15 | $980 | 0.00% | +15 | New |
| Cornerstone Financial Management LLC | 15 | $980 | 0.00% | +15 | New |
| Virginia Estate & Retirement Planning Advisors Inc. | 15 | $980 | 0.00% | +15 | New |
| Centerpoint Advisors, LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 16 | $1.04K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 16 | $1.04K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 17 | $1.06K | 0.00% | −29−63.0% | Reduced |
| Robinswood Financial LLC | 17 | $1.11K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 17 | $1.11K | 0.00% | +9+112.5% | Added |
| Atlantic Edge Private Wealth Management, LLC | 17 | $1.11K | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 17 | $1.29K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 20 | $1.31K | 0.00% | −25−55.6% | Reduced |
| Elevated Capital Advisors, LLC | 20 | $1.31K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 21 | $1.37K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 21 | $1.37K | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 22 | $1.44K | 0.00% | −8−26.7% | Reduced |
| Front Row Advisors LLC | 22 | $1.44K | 0.00% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 19 | $1.45K | 0.00% | +6+46.2% | Added |
| Bellevue Asset Management, LLC | 23 | $1.50K | 0.00% | 00.0% | Unchanged |
| Motco | 23 | $1.50K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 23 | $1.50K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 24 | $1.57K | 0.00% | +24 | New |
| South State Corp. | 24 | $1.57K | 0.00% | −113−82.5% | Reduced |
| Newton One Investments LLC | 24 | $1.57K | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 25 | $1.63K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 25 | $1.63K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 25 | $1.63K | 0.00% | −75−75.0% | Reduced |
| TD Capital Management LLC | 25 | $1.63K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 25 | $1.63K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 25 | $1.63K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 25 | $1.63K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 25 | $1.63K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 25 | $1.63K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 25 | $1.63K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 26 | $1.70K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 27 | $1.76K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 27 | $1.76K | 0.00% | +27 | New |
| JFS Wealth Advisors, LLC | 27 | $1.76K | 0.00% | −26−49.1% | Reduced |
| Rialto Wealth Management, LLC | 28 | $1.83K | 0.00% | +21+300.0% | Added |
| Darwin Advisors, LLC | 28 | $1.84K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 29 | $1.89K | 0.00% | −29−50.0% | Reduced |
| Sfam, LLC | 29 | $1.89K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 29 | $1.89K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 29 | $1.89K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 29 | $1.89K | 0.00% | +29 | New |
| TSFG, LLC | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 31 | $2.02K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 31 | $2.02K | 0.00% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 31 | $2.02K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 32 | $2.07K | 0.00% | −6,524−99.5% | Reduced |
| Financial Freedom, LLC | 32 | $2.09K | 0.00% | −2−5.9% | Reduced |
| Pittenger & Anderson Inc | 34 | $2.22K | 0.00% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 35 | $2.29K | 0.00% | +35 | New |
| Fortis Group Advisors, LLC | 37 | $2.42K | 0.00% | 00.0% | Unchanged |
| NCP Inc. | 38 | $2.45K | 0.00% | −74−66.1% | Reduced |
| Tripletail Wealth Management, LLC | 39 | $2.48K | 0.00% | 00.0% | Unchanged |