| Winch Advisory Services, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 4 | $0 | 0.00% | +4 | New |
| VitalStone Financial, LLC | 1 | $0 | 0.00% | +1 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | $49 | 0.00% | +1 | New |
| Salem Investment Counselors Inc | 1 | $79 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 1 | $79 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1 | $79 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $79 | 0.00% | +1 | New |
| Bourgeon Capital Management LLC | 2 | $158 | 0.00% | −41−95.3% | Reduced |
| Paragon Wealth Strategies, LLC | 2 | $158 | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 2 | $158 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 3 | $237 | 0.00% | −2−40.0% | Reduced |
| Disciplined Investments, LLC | 4 | $316 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 4 | $316 | 0.00% | +4 | New |
| McIlrath & Eck, LLC | 5 | $395 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $395 | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 5 | $395 | 0.00% | +5 | New |
| Fiduciary Alliance LLC | 6 | $474 | 0.00% | +6 | New |
| Proequities, Inc. | 7 | $552 | 0.00% | +7 | New |
| C M Bidwell & Associates Ltd | 7 | $553 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 8 | $632 | 0.00% | −163−95.3% | Reduced |
| Schubert & Co | 8 | $632 | 0.00% | +3+60.0% | Added |
| JFS Wealth Advisors, LLC | 9 | $711 | 0.00% | −11−55.0% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $790 | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 10 | $790 | 0.00% | +2+25.0% | Added |
| Beaird Harris Wealth Management, LLC | 10 | $790 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 10 | $790 | 0.00% | +8+400.0% | Added |
| BerganKDV Wealth Management, LLC | 11 | $868 | 0.00% | +1+10.0% | Added |
| Private Trust Co NA | 10 | $1.00K | 0.00% | +3+42.9% | Added |
| Benjamin Edwards Inc | 11 | $1.00K | 0.00% | +2+22.2% | Added |
| Capital Analysts, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 8 | $1.00K | 0.00% | +8 | New |
| Raffa Wealth Management, LLC | 13 | $1.03K | 0.00% | −12−48.0% | Reduced |
| Crewe Advisors LLC | 14 | $1.10K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 14 | $1.10K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 15 | $1.18K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 16 | $1.26K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 16 | $1.26K | 0.00% | +16 | New |
| Armstrong Advisory Group, Inc | 18 | $1.42K | 0.00% | +18 | New |
| First Horizon Advisors, Inc. | 19 | $1.50K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 20 | $1.58K | 0.11% | +20 | New |
| BBJS Financial Advisors, LLC | 23 | $1.82K | 0.00% | +23 | New |
| Peoples Financial Services Corp. | 25 | $1.97K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 25 | $1.97K | 0.00% | −13−34.2% | Reduced |
| Albion Financial Group | 25 | $1.97K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 25 | $1.97K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 25 | $1.97K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 30 | $2.00K | 0.00% | −1,990−98.5% | Reduced |
| Ancora Advisors, LLC | 28 | $2.00K | 0.00% | −16−36.4% | Reduced |
| Level Financial Advisors, Inc. | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Corrado Advisors, LLC | 26 | $2.05K | 0.00% | +26 | New |
| Column Capital Advisors, LLC | 28 | $2.21K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 29 | $2.29K | 0.00% | +20+222.2% | Added |
| Edmond de Rothschild Holding S.A. | 30 | $2.37K | 0.00% | 00.0% | Unchanged |
| Madden Securities Corp | 30 | $2.37K | 0.00% | +30 | New |
| Romano Brothers and Company | 31 | $2.45K | 0.00% | +31 | New |
| Allworth Financial LP | 35 | $2.76K | 0.00% | −4−10.3% | Reduced |
| Concord Wealth Partners | 35 | $2.76K | 0.00% | +35 | New |
| Center for Financial Planning, Inc. | 37 | $2.92K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 33 | $3.00K | 0.00% | −85−72.0% | Reduced |
| Westside Investment Management, Inc. | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 85 | $3.00K | 0.00% | +67+372.2% | Added |
| Clearstead Advisors, LLC | 39 | $3.08K | 0.00% | +28+254.5% | Added |
| Creative Financial Designs Inc | 40 | $3.16K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 44 | $3.43K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 44 | $3.47K | 0.00% | +44 | New |
| Johnson Financial Group, Inc. | 45 | $3.55K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 46 | $3.63K | 0.00% | +46 | New |
| Rise Advisors, LLC | 48 | $3.79K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 50 | $3.95K | 0.00% | −13−20.6% | Reduced |
| Atwood & Palmer Inc | 50 | $3.95K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 45 | $4.00K | 0.00% | +45 | New |
| Fifth Third Bancorp | 55 | $4.34K | 0.00% | −75−57.7% | Reduced |
| WFA Asset Management Corp | 55 | $4.34K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 59 | $4.66K | 0.00% | +59 | New |
| Zions Bancorporation, N.A. | 65 | $5.13K | 0.00% | +65 | New |
| Comerica Securities,inc. | 67 | $5.29K | 0.00% | +67 | New |
| Earnest Partners LLC | 68 | $5.37K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 70 | $5.53K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 72 | $5.68K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 75 | $5.92K | 0.00% | +75 | New |
| Webster Bank, N. A. | 70 | $6.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 84 | $6.63K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 89 | $7.03K | 0.00% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 78 | $7.08K | 0.00% | +78 | New |
| Lindbrook Capital, LLC | 95 | $7.51K | 0.00% | −89−48.4% | Reduced |
| Harbour Investments, Inc. | 100 | $7.89K | 0.00% | −19−16.0% | Reduced |
| HM Payson & Co | 100 | $7.89K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 100 | $7.89K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 95 | $8.00K | 0.00% | −60−38.7% | Reduced |
| Harbor Investment Advisory, LLC | 108 | $8.53K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 110 | $8.68K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 110 | $8.69K | 0.00% | +10+10.0% | Added |