| Ogorek Anthony Joseph | 3 | $0 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 2 | $576 | 0.00% | −2−50.0% | Reduced |
| Rothschild Investment LLC | 2 | $576 | 0.00% | −1−33.3% | Reduced |
| Delta Asset Management LLC | 2 | $576 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 2 | $576 | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 2 | $576 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 3 | $849 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 3 | $863 | 0.00% | −54−94.7% | Reduced |
| HFM Investment Advisors, LLC | 3 | $864 | 0.00% | +1+50.0% | Added |
| Parkworth Wealth Management, Inc. | 3 | $864 | 0.00% | +1+50.0% | Added |
| American Capital Advisory, LLC | 3 | $864 | 0.00% | +2+200.0% | Added |
| Quaker Wealth Management, LLC | 3 | $864 | 0.00% | +3 | New |
| Stephens Consulting, LLC | 3 | $864 | 0.00% | +3 | New |
| Activest Wealth Management | 4 | $1.15K | 0.00% | −9−69.2% | Reduced |
| Darwin Advisors, LLC | 5 | $1.44K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 5 | $1.44K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 5 | $1.44K | 0.00% | +1+25.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 6 | $1.57K | 0.00% | +6 | New |
| Bay Harbor Wealth Management, LLC | 6 | $1.73K | 0.00% | +3+100.0% | Added |
| Nalls Sherbakoff Group, LLC | 6 | $1.73K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 6 | $1.73K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 6 | $1.73K | 0.00% | +6 | New |
| Dogwood Wealth Management LLC | 7 | $1.96K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 7 | $2.02K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 7 | $2.02K | 0.00% | +1+16.7% | Added |
| Capital A Wealth Management, LLC | 13 | $2.50K | 0.03% | −1,036−98.8% | Reduced |
| Missouri Trust & Investment Co | 9 | $2.59K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 9 | $2.59K | 0.00% | +9 | New |
| WealthTrak Capital Management LLC | 10 | $2.88K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 10 | $2.88K | 0.00% | 00.0% | Unchanged |
| Total Investment Management Inc | 10 | $2.88K | 0.00% | +10 | New |
| Fortitude Family Office, LLC | 10 | $2.88K | 0.00% | +10 | New |
| DiNuzzo Private Wealth, Inc. | 12 | $3.46K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 12 | $3.46K | 0.00% | +1+9.1% | Added |
| Bellevue Asset Management, LLC | 13 | $3.74K | 0.00% | +1+8.3% | Added |
| Nemes Rush Group LLC | 13 | $3.74K | 0.00% | +4+44.4% | Added |
| Sierra Ocean, LLC | 13 | $3.74K | 0.00% | +9+225.0% | Added |
| American National Bank | 13 | $3.74K | 0.00% | +13 | New |
| Valued Wealth Advisors LLC | 14 | $4.03K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 14 | $4.03K | 0.00% | +14 | New |
| Carolina Wealth Advisors, LLC | 16 | $4.61K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 16 | $4.61K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 16 | $4.61K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 17 | $4.80K | 0.00% | +17 | New |
| Red Tortoise LLC | 17 | $4.90K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 18 | $5.09K | 0.00% | −8−30.8% | Reduced |
| Riggs Asset Managment Co. Inc. | 19 | $5.47K | 0.00% | +16+533.3% | Added |
| Smallwood Wealth Investment Management, LLC | 20 | $5.76K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 20 | $5.76K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 20 | $5.76K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 20 | $5.76K | 0.00% | +20 | New |
| MCF Advisors LLC | 21 | $6.05K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 21 | $6.05K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 21 | $6.05K | 0.00% | +20+2,000.0% | Added |
| NBT Bank N A | 22 | $6.34K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 23 | $6.62K | 0.00% | 00.0% | Unchanged |
| Inlight Wealth Management, LLC | 23 | $6.62K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 23 | $6.62K | 0.00% | +13+130.0% | Added |
| WPG Advisers, LLC | 24 | $6.91K | 0.01% | −7−22.6% | Reduced |
| West Branch Capital LLC | 24 | $6.91K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 24 | $6.91K | 0.00% | +6+33.3% | Added |
| Cromwell Holdings LLC | 24 | $6.91K | 0.00% | +18+300.0% | Added |
| Mid-American Wealth Advisory Group, Inc. | 24 | $6.91K | 0.00% | +24 | New |
| City State Bank | 25 | $7.20K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 25 | $7.20K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 25 | $7.20K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 25 | $7.20K | 0.00% | 00.0% | Unchanged |
| Putney Financial Group LLC | 27 | $7.78K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 27 | $7.78K | 0.00% | +6+28.6% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 27 | $7.78K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 27 | $7.78K | 0.00% | +2+8.0% | Added |
| GPS Wealth Strategies Group, LLC | 28 | $8.06K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 28 | $8.06K | 0.00% | +28 | New |
| TFC Financial Management | 28 | $8.06K | 0.00% | +1+3.7% | Added |
| Morse Asset Management, Inc | 30 | $8.64K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 31 | $8.77K | 0.00% | +31 | New |
| Newbridge Financial Services Group, Inc. | 31 | $8.93K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 33 | $9.50K | 0.01% | +33 | New |
| Briaud Financial Planning, Inc | 36 | $10.0K | 0.00% | +36 | New |
| Meeder Asset Management Inc | 35 | $10.1K | 0.00% | −2−5.4% | Reduced |
| Eastern Bank | 35 | $10.1K | 0.00% | +35 | New |
| Accent Capital Management, LLC | 36 | $10.4K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 37 | $10.7K | 0.00% | +37 | New |
| Raffa Wealth Management, LLC | 38 | $10.9K | 0.00% | +17+81.0% | Added |
| Avion Wealth | 39 | $11.0K | 0.00% | −108−73.5% | Reduced |
| Smithfield Trust Co | 36 | $11.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 39 | $11.2K | 0.00% | −1−2.5% | Reduced |
| JFS Wealth Advisors, LLC | 39 | $11.2K | 0.00% | −9−18.8% | Reduced |
| Global X Japan Co., Ltd. | 40 | $11.5K | 0.00% | −82−67.2% | Reduced |
| Golden State Wealth Management, LLC | 40 | $11.5K | 0.00% | −11−21.6% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 40 | $11.5K | 0.00% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 40 | $11.5K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 40 | $11.5K | 0.00% | +40 | New |
| Asset Dedication, LLC | 41 | $11.8K | 0.00% | +40+4,000.0% | Added |
| Baillie Gifford & Co | 42 | $12.1K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 46 | $13.2K | 0.00% | +15+48.4% | Added |
| Hanson & Doremus Investment Management | 48 | $14.0K | 0.00% | +48 | New |
| Hartford Financial Management Inc. | 50 | $14.4K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 50 | $14.4K | 0.01% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 50 | $14.4K | 0.00% | +50 | New |