| Nicola Wealth Management Ltd. | 67,000 | $0 | 0.00% | −24,000−26.4% | Reduced |
| Coston, McIsaac & Partners | 3 | $0 | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 1 | $132 | 0.00% | −175−99.4% | Reduced |
| West Branch Capital LLC | 1 | $153 | 0.00% | 00.0% | Unchanged |
| Measured Risk Portfolios, Inc. | 1 | $197 | 0.00% | +1 | New |
| DHJJ Financial Advisors, Ltd. | 2 | $395 | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 2 | $395 | 0.00% | +2 | New |
| Kentucky Trust Co | 5 | $987 | 0.00% | +5 | New |
| Innovative Advisory Group, LLC | 5 | $987 | 0.00% | +5 | New |
| NBC Securities, Inc. | 5 | $991 | 0.09% | −5,587−99.9% | Reduced |
| Horrell Capital Management, Inc. | 5 | $1.00K | 0.00% | +5 | New |
| Wood Tarver Financial Group, LLC | 7 | $1.00K | 0.00% | +7 | New |
| Moisand Fitzgerald Tamayo, LLC | 6 | $1.19K | 0.00% | −23−79.3% | Reduced |
| Laurel Wealth Advisors LLC | 6 | $1.19K | 0.00% | +1+20.0% | Added |
| Red Tortoise LLC | 7 | $1.38K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 8 | $1.58K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 8 | $1.58K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 10 | $1.98K | 0.00% | 00.0% | Unchanged |
| Demars Financial Group, LLC | 394,980 | $2.00K | 0.06% | +394,980 | New |
| Ameriflex Group, Inc. | 14 | $2.60K | 0.00% | +14 | New |
| FPC Investment Advisory, Inc. | 13 | $2.72K | 0.00% | +13 | New |
| Bank of New Hampshire | 15 | $2.96K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 15 | $3.13K | 0.00% | +15 | New |
| Kings Path Partners LLC | 19 | $3.75K | 0.00% | 00.0% | Unchanged |
| Fiduciary Advisors, Inc. | 20 | $3.95K | 0.00% | +20 | New |
| ORG Wealth Partners, LLC | 21 | $4.15K | 0.00% | +21 | New |
| Salomon & Ludwin, LLC | 23 | $4.54K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 24 | $4.74K | 0.00% | 00.0% | Unchanged |
| Nova Wealth Management, Inc. | 25 | $4.94K | 0.00% | +25 | New |
| POM Investment Strategies, LLC | 26 | $5.13K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 27 | $5.33K | 0.00% | 00.0% | Unchanged |
| Sugar Maple Asset Management, LLC | 27 | $5.37K | 0.00% | +27 | New |
| Hurley Capital, LLC | 26 | $5.42K | 0.00% | +26 | New |
| Richard W. Paul & Associates, LLC | 30 | $5.94K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 32 | $6.32K | 0.00% | 00.0% | Unchanged |
| Talon Private Wealth, LLC | 35 | $6.91K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 35 | $6.91K | 0.00% | +35 | New |
| Game Plan Financial Advisors, LLC | 35 | $6.94K | 0.00% | +35 | New |
| Webster Bank, N. A. | 36 | $7.11K | 0.00% | 00.0% | Unchanged |
| Conquis Financial LLC | 38 | $7.50K | 0.01% | +38 | New |
| Estabrook Capital Management | 40 | $7.90K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 40 | $7.90K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 40 | $7.90K | 0.01% | +40 | New |
| Tacita Capital Inc | 45 | $8.89K | 0.01% | +45 | New |
| Wolff Wiese Magana LLC | 45 | $8.89K | 0.01% | +45 | New |
| Activest Wealth Management | 45 | $8.91K | 0.00% | −25−35.7% | Reduced |
| Duncker Streett & Co Inc | 46 | $9.09K | 0.00% | +46 | New |
| City Holding Co | 50 | $9.87K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 50 | $9.87K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 50 | $9.88K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 50 | $9.88K | 0.01% | +50 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 50 | $9.90K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $10.3K | 0.01% | – | – |
| Fairman Group, LLC | 52 | $10.3K | 0.01% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 57 | $11.3K | 0.00% | 00.0% | Unchanged |
| Greenline Partners, LLC | 57 | $11.3K | 0.00% | +57 | New |
| Clark Wealth Partners | 60 | $11.8K | 0.01% | +60 | New |
| Prudent Man Investment Management, Inc. | 60 | $11.8K | 0.01% | +60 | New |
| Noble Wealth Management PBC | 61 | $12.0K | 0.01% | +61 | New |
| Chesapeake Asset Management LLC | 62 | $12.2K | 0.01% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 63 | $12.4K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 64 | $12.5K | 0.00% | +26+68.4% | Added |
| Main Street Group, LTD | 65 | $12.8K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 68 | $13.4K | 0.00% | +68 | New |
| Cedar Wealth Management, LLC | 70 | $13.8K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 72 | $14.2K | 0.01% | +72 | New |
| FLP Wealth Management, LLC | 73 | $14.4K | 0.04% | +73 | New |
| Jackson, Grant Investment Advisers, Inc. | 73 | $14.4K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 74 | $14.7K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 77 | $15.2K | 0.00% | +35+83.3% | Added |
| Mascoma Wealth Management LLC | 79 | $15.6K | 0.00% | +79 | New |
| Cornerstone Planning Group LLC | 82 | $15.8K | 0.00% | −36−30.5% | Reduced |
| Signature Resources Capital Management, LLC | 80 | $15.8K | 0.01% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 80 | $15.9K | 0.01% | +20+33.3% | Added |
| SJS Investment Consulting Inc. | 85 | $16.8K | 0.00% | +50+142.9% | Added |
| Pacifica Partners Inc. | 85 | $17.1K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 100 | $19.7K | 0.00% | −5−4.8% | Reduced |
| Horizon Financial Services, LLC | 100 | $19.7K | 0.01% | −58−36.7% | Reduced |
| Biglari Capital Corp. | 100 | $19.7K | 0.00% | 00.0% | Unchanged |
| Lam Group, Inc. | 100 | $19.7K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 100 | $19.7K | 0.01% | +100 | New |
| R Squared Ltd | 100 | $19.7K | 0.02% | +100 | New |
| Koesten, Hirschmann & Crabtree, INC. | 100 | $19.7K | 0.01% | +100 | New |
| Pinney & Scofield, Inc. | 100 | $19.7K | 0.02% | +100 | New |
| Cohen & Steers, Inc. | 102 | $20.0K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 102 | $20.1K | 0.01% | +42+70.0% | Added |
| IAG Wealth Partners, LLC | 103 | $20.3K | 0.00% | +103 | New |
| Fairway Wealth LLC | 104 | $20.5K | 0.01% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 104 | $20.6K | 0.01% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 105 | $20.7K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 105 | $20.8K | 0.00% | −81−43.5% | Reduced |
| Kozak & Associates, Inc. | 101 | $21.1K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 204 | $21.2K | 0.01% | −800−79.7% | Reduced |
| FSA Wealth Management LLC | 112 | $22.1K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 113 | $22.3K | 0.01% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 113 | $22.3K | 0.01% | +113 | New |
| Northwest Capital Management Inc | 115 | $22.7K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 116 | $23.0K | 0.01% | −200−63.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 121 | $23.9K | 0.01% | −8−6.2% | Reduced |
| Raffa Wealth Management, LLC | 121 | $23.9K | 0.01% | +17+16.3% | Added |