| Winnow Wealth LLC | 1 | $379 | 0.00% | +1 | New |
| Carolinas Wealth Consulting LLC | 1 | $577 | 0.00% | −2−66.7% | Reduced |
| St Germain D J Co Inc | 1 | $577 | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1 | $577 | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 1 | $577 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 1 | $577 | 0.00% | +1 | New |
| Global Financial Private Client, LLC | 1 | $577 | 0.00% | +1 | New |
| Transce3nd, LLC | 1 | $577 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $577 | 0.00% | +1 | New |
| Principia Wealth Advisory, LLC | 1 | $577 | 0.00% | +1 | New |
| Highline Wealth Partners LLC | 1 | $577 | 0.00% | +1 | New |
| Redwood Park Advisors LLC | 1 | $577 | 0.00% | +1 | New |
| Aventura Private Wealth, LLC | 1 | $577 | 0.00% | +1 | New |
| Eagle Bay Advisors LLC | 2 | $1.15K | 0.00% | −4−66.7% | Reduced |
| Raffa Wealth Management, LLC | 2 | $1.15K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 2 | $1.15K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 2 | $1.15K | 0.00% | +1+100.0% | Added |
| Hexagon Capital Partners LLC | 2 | $1.15K | 0.00% | +2 | New |
| Sittner & Nelson, LLC | 2 | $1.15K | 0.00% | +2 | New |
| Clark Wealth Partners | 2 | $1.15K | 0.00% | +2 | New |
| HHM Wealth Advisors, LLC | 2 | $1.15K | 0.00% | +2 | New |
| Fairman Group, LLC | 3 | $1.73K | 0.00% | −3−50.0% | Reduced |
| SJS Investment Consulting Inc. | 3 | $1.73K | 0.00% | −2−40.0% | Reduced |
| True Wealth Design, LLC | 3 | $1.73K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 3 | $1.73K | 0.00% | +1+50.0% | Added |
| UMA Financial Services, Inc. | 3 | $1.73K | 0.00% | +3 | New |
| Cassady Schiller Wealth Management, LLC | 3 | $1.73K | 0.00% | +3 | New |
| Capital Advisors, Ltd. LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 4 | $2.31K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 4 | $2.31K | 0.00% | +4 | New |
| Riggs Asset Managment Co. Inc. | 4 | $2.32K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 5 | $2.88K | 0.00% | −1−16.7% | Reduced |
| Concord Wealth Partners | 5 | $2.88K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 5 | $2.88K | 0.00% | +2+66.7% | Added |
| Newbridge Financial Services Group, Inc. | 5 | $2.88K | 0.00% | +5 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 5 | $2.88K | 0.01% | −135−96.4% | Reduced |
| Manchester Capital Management LLC | 5 | $2.88K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 5 | $2.88K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $3.46K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 6 | $3.46K | 0.00% | +6 | New |
| Rakuten Securities, Inc. | 6 | $3.46K | 0.00% | +6 | New |
| Synergy Investment Management, LLC | 6 | $3.46K | 0.00% | +6 | New |
| Bruce G. Allen Investments, LLC | 7 | $4.04K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 7 | $4.04K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 7 | $4.04K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 7 | $4.22K | 0.00% | +5+250.0% | Added |
| Cape Investment Advisory, Inc. | 8 | $4.61K | 0.00% | +1+14.3% | Added |
| Modus Advisors, LLC | 8 | $4.61K | 0.00% | +8 | New |
| Zions Bancorporation, N.A. | 9 | $5.19K | 0.00% | −1−10.0% | Reduced |
| Mendota Financial Group, LLC | 9 | $5.19K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 9 | $5.19K | 0.00% | +5+125.0% | Added |
| Eastern Bank | 10 | $5.77K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 10 | $5.77K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 10 | $5.88K | 0.00% | +2+25.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11 | $6.34K | 0.00% | +8+266.7% | Added |
| Centricity Wealth Management, LLC | 11 | $6.34K | 0.01% | +11 | New |
| Prestige Wealth Management Group LLC | 11 | $6.34K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 12 | $6.92K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 12 | $6.92K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 13 | $7.50K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 13 | $7.50K | 0.00% | +13 | New |
| Financial Management Professionals, Inc. | 14 | $8.07K | 0.00% | +5+55.6% | Added |
| Ranger Investment Management, L.P. | 15 | $8.65K | 0.00% | −6−28.6% | Reduced |
| JFS Wealth Advisors, LLC | 15 | $8.65K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 17 | $9.80K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 19 | $11.0K | 0.00% | −1,101−98.3% | Reduced |
| Whipplewood Advisors, LLC | 20 | $11.5K | 0.01% | +20 | New |
| Valued Wealth Advisors LLC | 20 | $11.5K | 0.01% | 00.0% | Unchanged |
| Human Investing LLC | 20 | $11.5K | 0.00% | +20 | New |
| Cornerstone Planning Group LLC | 19 | $11.5K | 0.00% | +1+5.6% | Added |
| Johnson Financial Group, Inc. | 20 | $12.0K | 0.00% | +15+300.0% | Added |
| Financial Network Wealth Advisors LLC | 22 | $12.7K | 0.02% | −10−31.3% | Reduced |
| Elequin Capital LP | 23 | $13.3K | 0.00% | +23 | New |
| West Branch Capital LLC | 24 | $13.8K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 27 | $15.6K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 27 | $15.6K | 0.00% | −1−3.6% | Reduced |
| Rothschild Investment LLC | 28 | $16.1K | 0.00% | −1−3.4% | Reduced |
| Farmers & Merchants Investments Inc | 28 | $16.1K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 29 | $16.7K | 0.00% | −3−9.4% | Reduced |
| FWL Investment Management, LLC | 30 | $17.3K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 30 | $17.3K | 0.01% | +1+3.4% | Added |
| North Star Investment Management Corp. | 30 | $17.3K | 0.00% | +30 | New |
| Continuum Advisory, LLC | 32 | $18.5K | 0.00% | −1−3.0% | Reduced |
| Covestor Ltd | 33 | $19.0K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 33 | $19.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 34 | $19.6K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 40 | $23.1K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 42 | $24.2K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 44 | $25.4K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 45 | $25.9K | 0.00% | +31+221.4% | Added |
| Fortitude Family Office, LLC | 46 | $26.5K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 47 | $27.1K | 0.06% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 48 | $27.7K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 50 | $28.8K | 0.01% | −55−52.4% | Reduced |
| Independence Bank of Kentucky | 50 | $28.8K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 50 | $28.8K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 55 | $31.7K | 0.00% | −4−6.8% | Reduced |
| Spire Wealth Management | 55 | $31.7K | 0.00% | 00.0% | Unchanged |