| Kingdom Financial Group LLC. | 0 | $79 | 0.00% | 0 | Unchanged |
| Lloyd Advisory Services, LLC. | 0 | $79 | 0.00% | 0 | New |
| TFC Financial Management | 1 | $180 | 0.00% | 00.0% | Unchanged |
| NorthAvenue LLC | 1 | $180 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 1 | $180 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1 | $180 | 0.00% | +1 | New |
| Asset Dedication, LLC | 1 | $180 | 0.00% | +1 | New |
| Tidemark, LLC | 1 | $180 | 0.00% | +1 | New |
| Harbor Investment Advisory, LLC | 2 | $360 | 0.00% | +2 | New |
| First Pacific Financial | 2 | $360 | 0.00% | +2 | New |
| Curio Wealth, LLC | 2 | $360 | 0.00% | +2 | New |
| TopTier Wealth Management, LLC | 2 | $360 | 0.00% | +2 | New |
| IMA Wealth, Inc. | 2 | $361 | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 3 | $540 | 0.00% | +3 | New |
| Quaker Wealth Management, LLC | 4 | $720 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 4 | $720 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 4 | $720 | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 4 | $720 | 0.00% | +4 | New |
| Rakuten Securities, Inc. | 5 | $900 | 0.00% | −45−90.0% | Reduced |
| South State Corp. | 5 | $900 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $900 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 5 | $900 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 5 | $900 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 5 | $900 | 0.00% | +5 | New |
| Investors Portfolio Services LLC | 4 | $948 | 0.00% | +4 | New |
| Phillip James Consulting Co. | 4 | $1.00K | 0.00% | +4 | New |
| Principia Wealth Advisory, LLC | 6 | $1.08K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 6 | $1.08K | 0.00% | +6 | New |
| Washington Trust Advisors, Inc. | 6 | $1.08K | 0.00% | +6 | New |
| IMG Wealth Management, Inc. | 6 | $1.08K | 0.00% | +6 | New |
| Portus Wealth Advisors, LLC | 6 | $1.08K | 0.00% | +6 | New |
| Wilkerson Advisory Group LLC | 7 | $1.26K | 0.00% | −24−77.4% | Reduced |
| American Capital Advisory, LLC | 7 | $1.26K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 7 | $1.26K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 7 | $1.26K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 7 | $1.26K | 0.00% | +7 | New |
| Intentional Wealth Strategies, LLC | 7 | $1.26K | 0.00% | +7 | New |
| Vermillion Wealth Management, Inc. | 8 | $1.44K | 0.00% | +8 | New |
| Financial Management Professionals, Inc. | 8 | $1.44K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 9 | $1.62K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 9 | $1.62K | 0.00% | +9 | New |
| Triumph Capital Management | 9 | $1.63K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 9 | $1.63K | 0.00% | +2+28.6% | Added |
| HFM Investment Advisors, LLC | 10 | $1.80K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 10 | $1.80K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 10 | $1.83K | 0.00% | +6+150.0% | Added |
| UMA Financial Services, Inc. | 11 | $1.98K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 12 | $2.16K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 12 | $2.16K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 12 | $2.18K | 0.00% | −9−42.9% | Reduced |
| Cornerstone Financial Management LLC | 13 | $2.34K | 0.00% | +3+30.0% | Added |
| Whittier Trust Co of Nevada Inc | 15 | $2.65K | 0.00% | +15 | New |
| Financial Consulate, Inc | 15 | $2.70K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 4,999 | $2.84K | 0.00% | −107−2.1% | Reduced |
| Marquette Asset Management, LLC | 16 | $2.88K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 18 | $3.00K | 0.00% | −7−28.0% | Reduced |
| Kilter Group LLC | 18 | $3.24K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 20 | $3.60K | 0.00% | +4+25.0% | Added |
| Stone House Investment Management, LLC | 21 | $3.78K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 22 | $3.96K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 22 | $4.02K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 23 | $4.14K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 25 | $4.50K | 0.00% | +4+19.0% | Added |
| Pin Oak Investment Advisors Inc | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 27 | $5.03K | 0.00% | +8+42.1% | Added |
| American National Bank | 28 | $5.04K | 0.00% | −28−50.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 28 | $5.04K | 0.00% | +7+33.3% | Added |
| CoreCap Advisors, LLC | 29 | $5.32K | 0.00% | +1+3.6% | Added |
| Atlantic Trust, LLC | 30 | $5.40K | 0.00% | −3−9.1% | Reduced |
| Rialto Wealth Management, LLC | 32 | $5.76K | 0.00% | +6+23.1% | Added |
| Glen Eagle Advisors, LLC | 32 | $5.80K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 34 | $6.13K | 0.00% | −5,350−99.4% | Reduced |
| HighMark Wealth Management LLC | 38 | $6.84K | 0.00% | −3−7.3% | Reduced |
| Truvestments Capital LLC | 39 | $7.02K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 40 | $7.20K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 40 | $7.20K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 40 | $7.20K | 0.00% | +2+5.3% | Added |
| Cornerstone Planning Group LLC | 32 | $7.37K | 0.00% | +21+190.9% | Added |
| Bell Investment Advisors, Inc | 41 | $7.38K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 41 | $7.38K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 44 | $7.92K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 45 | $8.10K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 48 | $8.64K | 0.00% | +48 | New |
| Timothy G. Youngquist 2020 Irrevocable Trust | 48 | $8.64K | 0.00% | +48 | New |
| Clear Street Markets LLC | 49 | $8.82K | 0.00% | −2,655−98.2% | Reduced |
| MV Capital Management, Inc. | 49 | $8.82K | 0.00% | −109−69.0% | Reduced |
| Sachetta, LLC | 49 | $8.82K | 0.00% | +13+36.1% | Added |
| Whittier Trust Co | 50 | $8.83K | 0.00% | −271−84.4% | Reduced |
| Byrne Asset Management LLC | 50 | $9.00K | 0.01% | −40−44.4% | Reduced |
| Southern Michigan Bank & Trust | 50 | $9.00K | 0.00% | +50 | New |
| Salomon & Ludwin, LLC | 50 | $9.01K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 54 | $9.72K | 0.00% | +21+63.6% | Added |
| Kemnay Advisory Services Inc. | 54 | $9.72K | 0.00% | +54 | New |
| Raffa Wealth Management, LLC | 55 | $9.90K | 0.00% | −2−3.5% | Reduced |
| United Financial Planning Group LLC | 59 | $10.6K | 0.01% | +59 | New |
| Pinnacle Bancorp, Inc. | 62 | $11.2K | 0.00% | +62 | New |
| Signature Equity Partners, LLC | 66 | $11.9K | 0.01% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 68 | $12.2K | 0.00% | +68 | New |