| Avion Wealth | 2 | $0 | 0.00% | −2−50.0% | Reduced |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| HighMark Wealth Management LLC | 0 | $4 | 0.00% | 0 | New |
| Front Row Advisors LLC | 1 | $389 | 0.00% | −23−95.8% | Reduced |
| Strengthening Families & Communities, LLC | 1 | $389 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 1 | $389 | 0.00% | +1 | New |
| Oliver Lagore Vanvalin Investment Group | 1 | $389 | 0.00% | +1 | New |
| Tradewinds Capital Management, LLC | 1 | $390 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 2 | $778 | 0.00% | −28−93.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 2 | $778 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2 | $778 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 2 | $778 | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 2 | $778 | 0.00% | +2 | New |
| Cherry Tree Wealth Management, LLC | 2 | $779 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 2 | $779 | 0.00% | +2 | New |
| Winthrop Capital Management, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 3 | $1.17K | 0.00% | +3 | New |
| Sachetta, LLC | 3 | $1.17K | 0.00% | −7−70.0% | Reduced |
| True Wealth Design, LLC | 3 | $1.17K | 0.00% | +1+50.0% | Added |
| Bruce G. Allen Investments, LLC | 4 | $1.56K | 0.00% | −16−80.0% | Reduced |
| Darwin Advisors, LLC | 4 | $1.56K | 0.00% | +4 | New |
| Legacy Investment Solutions, LLC | 5 | $1.91K | 0.00% | +5 | New |
| Legacy Wealth Managment, LLC | 5 | $1.91K | 0.00% | +5 | New |
| Field & Main Bank | 5 | $1.95K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 5 | $1.95K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 5 | $1.95K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 5 | $1.95K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 5 | $1.95K | 0.00% | +1+25.0% | Added |
| Financial Management Professionals, Inc. | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 6 | $2.33K | 0.00% | −78−92.9% | Reduced |
| Hartford Financial Management Inc. | 6 | $2.33K | 0.00% | −14−70.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 6 | $2.33K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 6 | $2.33K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 6 | $2.33K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 6 | $2.33K | 0.00% | +5+500.0% | Added |
| Fortitude Family Office, LLC | 7 | $2.72K | 0.00% | −4−36.4% | Reduced |
| Bogart Wealth, LLC | 7 | $2.72K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 8 | $3.11K | 0.00% | −4−33.3% | Reduced |
| Redmont Wealth Advisors LLC | 8 | $3.11K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 8 | $3.11K | 0.00% | +8 | New |
| Colonial Trust Advisors | 9 | $3.50K | 0.00% | +9 | New |
| China Universal Asset Management Co., Ltd. | 9 | $3.50K | 0.00% | +9 | New |
| Raffa Wealth Management, LLC | 10 | $3.89K | 0.00% | +4+66.7% | Added |
| Abound Wealth Management | 10 | $3.89K | 0.00% | +2+25.0% | Added |
| Aspect Partners, LLC | 11 | $4.28K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 11 | $4.28K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 11 | $4.28K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 11 | $4.38K | 0.00% | +5+83.3% | Added |
| Core Alternative Capital | 12 | $4.67K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 12 | $4.67K | 0.00% | −1−7.7% | Reduced |
| SJS Investment Consulting Inc. | 12 | $4.67K | 0.00% | +4+50.0% | Added |
| SOA Wealth Advisors, LLC. | 13 | $5.06K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 13 | $5.06K | 0.00% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 13 | $5.06K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 14 | $5.45K | 0.00% | −3−17.6% | Reduced |
| Stuart Chaussee & Associates, Inc. | 14 | $5.45K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 14 | $5.45K | 0.00% | +14 | New |
| Private Wealth Management Group, LLC | 15 | $5.84K | 0.00% | −21−58.3% | Reduced |
| Brown, Lisle/Cummings, Inc. | 15 | $5.84K | 0.00% | 00.0% | Unchanged |
| Pier Capital, LLC | 15 | $5.84K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 15 | $5.84K | 0.00% | +5+50.0% | Added |
| Flaharty Asset Management, LLC | 15 | $5.84K | 0.00% | +15 | New |
| MRP Capital Investments, LLC | 15 | $5.84K | 0.01% | +15 | New |
| Cornerstone Planning Group LLC | 16 | $6.08K | 0.00% | −5−23.8% | Reduced |
| Pacific Center for Financial Services | 16 | $6.24K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 17 | $6.61K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 17 | $6.61K | 0.00% | −2,761−99.4% | Reduced |
| VitalStone Financial, LLC | 17 | $6.62K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 18 | $7.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 18 | $7.00K | 0.00% | +4+28.6% | Added |
| Hexagon Capital Partners LLC | 19 | $7.39K | 0.00% | −2−9.5% | Reduced |
| Key Financial Inc | 19 | $7.39K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 19 | $7.39K | 0.00% | +9+90.0% | Added |
| Hilltop National Bank | 20 | $7.78K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 20 | $7.78K | 0.00% | +7+53.8% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 20 | $7.78K | 0.01% | +20 | New |
| Harel Insurance Investments & Financial Services Ltd. | 20 | $8.00K | 0.00% | −691−97.2% | Reduced |
| Bell Investment Advisors, Inc | 21 | $8.17K | 0.00% | −3−12.5% | Reduced |
| First Financial Corp | 23 | $8.95K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 23 | $9.00K | 0.00% | −4−14.8% | Reduced |
| Global Wealth Strategies & Associates | 24 | $9.34K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 24 | $9.34K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 25 | $9.73K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $9.73K | 0.01% | – | – |
| American Capital Advisory, LLC | 25 | $9.73K | 0.01% | +25 | New |
| Criterion Capital Advisors, LLC | 26 | $10.0K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 27 | $10.5K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 27 | $10.5K | 0.00% | −17−38.6% | Reduced |
| Montag A & Associates Inc | 27 | $10.5K | 0.00% | +27 | New |
| Prestige Wealth Management Group LLC | 28 | $10.9K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 28 | $10.9K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 30 | $11.0K | 0.00% | +30 | New |
| Rise Advisors, LLC | 29 | $11.3K | 0.01% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 29 | $11.3K | 0.00% | +29 | New |
| LRI Investments, LLC | 30 | $11.5K | 0.00% | −9−23.1% | Reduced |
| Larson Financial Group LLC | 30 | $11.7K | 0.00% | −97−76.4% | Reduced |
| Semmax Financial Advisors Inc. | 31 | $11.8K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 32 | $12.5K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 33 | $12.8K | 0.00% | 00.0% | Unchanged |
