| Avalon Trust Co | 16 | $21.3K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 16 | $21.3K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 16 | $21.3K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 16 | $21.3K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 16 | $21.3K | 0.00% | +2+14.3% | Added |
| Cornerstone Financial Management LLC | 16 | $21.3K | 0.02% | +6+60.0% | Added |
| UMA Financial Services, Inc. | 16 | $21.3K | 0.00% | +12+300.0% | Added |
| Institute for Wealth Management, LLC. | 16 | $21.3K | 0.00% | +16 | New |
| Hanson & Doremus Investment Management | 15 | $20.0K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 15 | $20.0K | 0.01% | +1+7.1% | Added |
| Banque Transatlantique SA | 15 | $19.4K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 14 | $18.6K | 0.00% | −5−26.3% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 14 | $18.6K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 14 | $18.6K | 0.00% | +5+55.6% | Added |
| Allied Private Wealth LLC | 14 | $18.1K | 0.01% | +14 | New |
| MCF Advisors LLC | 13 | $17.3K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 13 | $17.3K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 13 | $17.3K | 0.00% | +4+44.4% | Added |
| Bell Investment Advisors, Inc | 12 | $16.0K | 0.00% | −4−25.0% | Reduced |
| Princeton Global Asset Management LLC | 12 | $16.0K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 12 | $16.0K | 0.00% | 00.0% | Unchanged |
| Joseph Group Capital Management | 12 | $16.0K | 0.00% | +5+71.4% | Added |
| Wall Street Access Asset Management, LLC | 12 | $16.0K | 0.00% | +6+100.0% | Added |
| Action Point Financial Planning, LLC | 12 | $16.0K | 0.00% | +12 | New |
| Covestor Ltd | 11 | $15.0K | 0.01% | −19−63.3% | Reduced |
| MTM Investment Management, LLC | 11 | $14.7K | 0.00% | 00.0% | Unchanged |
| City State Bank | 11 | $14.7K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 11 | $14.7K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 11 | $14.7K | 0.01% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 11 | $14.7K | 0.00% | +2+22.2% | Added |
| SJS Investment Consulting Inc. | 10 | $13.3K | 0.00% | +4+66.7% | Added |
| Rakuten Securities, Inc. | 10 | $13.3K | 0.00% | −24−70.6% | Reduced |
| MidFirst Bank | 10 | $13.3K | 0.00% | −3−23.1% | Reduced |
| Raffa Wealth Management, LLC | 10 | $13.3K | 0.00% | +1+11.1% | Added |
| Itau Unibanco Holding S.A. | 10 | $13.3K | 0.00% | +8+400.0% | Added |
| LifeSteps Financial, Inc. | 10 | $13.3K | 0.01% | +10 | New |
| Cornerstone Planning Group LLC | 11 | $13.1K | 0.00% | +1+10.0% | Added |
| ZRC Wealth Management, LLC | 9 | $12.0K | 0.00% | −7−43.8% | Reduced |
| Indiana Trust & Investment Management CO | 9 | $12.0K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 9 | $12.0K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 9 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 9 | $12.0K | 0.00% | +6+200.0% | Added |
| West Paces Advisors Inc. | 9 | $12.0K | 0.00% | +9 | New |
| Downshift Financial, LLC | 9 | $12.0K | 0.01% | +9 | New |
| NBH Bank | 9 | $12.0K | 0.01% | +9 | New |
| Capital Advisors, Ltd. LLC | 8 | $11.0K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 8 | $10.7K | 0.01% | 00.0% | Unchanged |
| Kilter Group LLC | 8 | $10.7K | 0.00% | +4+100.0% | Added |
| Marquette Asset Management, LLC | 8 | $10.7K | 0.00% | +6+300.0% | Added |
| Arlington Trust Co LLC | 8 | $10.7K | 0.00% | −46−85.2% | Reduced |
| Global Trust Asset Management, LLC | 8 | $10.7K | 0.00% | −10−55.6% | Reduced |
| Carolina Wealth Advisors, LLC | 8 | $10.7K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 8 | $10.7K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 8 | $10.7K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 8 | $10.7K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 8 | $10.7K | 0.00% | +5+166.7% | Added |
| Frazier Financial Advisors, LLC | 7 | $9.32K | 0.00% | −50−87.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 7 | $9.32K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 7 | $9.32K | 0.00% | +2+40.0% | Added |
| LRI Investments, LLC | 7 | $9.32K | 0.00% | −43−86.0% | Reduced |
| Whipplewood Advisors, LLC | 7 | $9.32K | 0.01% | −41−85.4% | Reduced |
| Avion Wealth | 7 | $9.00K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 6 | $8.16K | 0.00% | +3+100.0% | Added |
| Penserra Capital Management LLC | 6 | $7.00K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 5 | $6.66K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 5 | $6.66K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 5 | $6.66K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 5 | $6.66K | 0.00% | −9−64.3% | Reduced |
| Heritage Wealth Advisors | 5 | $6.66K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 5 | $6.66K | 0.00% | +1+25.0% | Added |
| Prosperity Bancshares Inc | 5 | $6.66K | 0.00% | +5 | New |
| McDonald Partners LLC | 5 | $6.66K | 0.00% | +5 | New |
| Beaird Harris Wealth Management, LLC | 5 | $6.23K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 4 | $6.02K | 0.00% | +3+300.0% | Added |
| True Wealth Design, LLC | 4 | $5.33K | 0.00% | −8−66.7% | Reduced |
| Clark Wealth Partners | 4 | $5.33K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 4 | $5.33K | 0.00% | −4−50.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 4 | $5.33K | 0.00% | −2−33.3% | Reduced |
| Hollencrest Capital Management | 4 | $5.33K | 0.00% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 4 | $5.33K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 4 | $5.33K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 4 | $5.33K | 0.00% | +4 | New |
| Compass Financial Management LLC | 4 | $5.33K | 0.00% | +4 | New |
| Abound Wealth Management | 3 | $4.41K | 0.00% | −6−66.7% | Reduced |
| American Capital Advisory, LLC | 3 | $4.00K | 0.00% | +2+200.0% | Added |
| Beacon Investment Advisory Services, Inc. | 3 | $4.00K | 0.00% | +3 | New |
| United Community Bank | 3 | $4.00K | 0.00% | −12−80.0% | Reduced |
| Bravera Wealth | 3 | $4.00K | 0.00% | −11−78.6% | Reduced |
| Creative Financial Designs Inc | 3 | $4.00K | 0.00% | 00.0% | Unchanged |
| Trust Co | 3 | $4.00K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 3 | $4.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 3 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 3 | $4.00K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 3 | $4.00K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 3 | $4.00K | 0.00% | +1+50.0% | Added |
| Washington Trust Advisors, Inc. | 3 | $4.00K | 0.00% | +1+50.0% | Added |
| Highline Wealth Partners LLC | 3 | $4.00K | 0.00% | +1+50.0% | Added |
| Essential Partners LLC | 3 | $4.00K | 0.00% | +1+50.0% | Added |
| IFG Advisory, LLC | 3 | $4.00K | 0.00% | +3 | New |
| Activest Wealth Management | 3 | $4.00K | 0.00% | +3 | New |