| Coston, McIsaac & Partners | 11 | $0 | 0.00% | −5−31.3% | Reduced |
| Hazlett, Burt & Watson, Inc. | 3 | $0 | 0.00% | −3−50.0% | Reduced |
| iA Global Asset Management Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Richardson Financial Services Inc. | 1 | $89 | 0.00% | −3−75.0% | Reduced |
| SJS Investment Consulting Inc. | 1 | $89 | 0.00% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 1 | $89 | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 1 | $89 | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 1 | $89 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 1 | $89 | 0.00% | +1 | New |
| CBIZ Investment Advisory Services, LLC | 1 | $89 | 0.00% | +1 | New |
| Gen-Wealth Partners Inc | 1 | $89 | 0.00% | +1 | New |
| Bear Mountain Capital, Inc. | 1 | $91 | 0.00% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 12,081 | $138 | 0.01% | +12,081 | New |
| Sofos Investments, Inc. | 2 | $155 | 0.00% | +2 | Added |
| Frazier Financial Advisors, LLC | 2 | $178 | 0.00% | −26−92.9% | Reduced |
| FRG Family Wealth Advisors LLC | 2 | $187 | 0.00% | +2 | New |
| Bullock Wealth Management Group | 3 | $263 | 0.00% | +3 | New |
| Tucker Asset Management LLC | 3 | $266 | 0.00% | −11−78.6% | Reduced |
| POM Investment Strategies, LLC | 3 | $266 | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 4 | $355 | 0.00% | −4−50.0% | Reduced |
| Byrne Asset Management LLC | 4 | $355 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 4 | $355 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 4 | $355 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 4 | $355 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 4 | $355 | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 4 | $355 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 4 | $356 | 0.00% | +4 | New |
| Nemes Rush Group LLC | 5 | $444 | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 5 | $444 | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 6 | $532 | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 6 | $532 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 6 | $532 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 6 | $532 | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 6 | $532 | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 7 | $620 | 0.00% | −827−99.2% | Reduced |
| Trifecta Capital Advisors, LLC | 7 | $621 | 0.00% | −45−86.5% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 7 | $621 | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 7 | $621 | 0.00% | 00.0% | Unchanged |
| Mma Asset Management LLC | 7 | $621 | 0.00% | +7 | New |
| Gilliland Jeter Wealth Management LLC | 7 | $621 | 0.00% | +7 | New |
| Paladin Advisory Group, LLC | 8 | $700 | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 8 | $709 | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 8 | $709 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 8 | $711 | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 9 | $798 | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 10 | $887 | 0.00% | −5−33.3% | Reduced |
| Cranbrook Wealth Management, LLC | 10 | $887 | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 11 | $975 | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 11 | $975 | 0.00% | +11 | New |
| Planning Capital Management Corp | 11 | $976 | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 12 | $987 | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 21 | $1.00K | 0.00% | −998−97.9% | Reduced |
| Carolinas Wealth Consulting LLC | 12 | $1.06K | 0.00% | −91−88.3% | Reduced |
| CGC Financial Services, LLC | 13 | $1.15K | 0.00% | +13 | New |
| Bruce G. Allen Investments, LLC | 14 | $1.24K | 0.00% | −14−50.0% | Reduced |
| Grayhawk Investment Strategies Inc. | 14 | $1.24K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 15 | $1.33K | 0.00% | −623−97.6% | Reduced |
| BFSG, LLC | 15 | $1.33K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 16 | $1.42K | 0.00% | +6+60.0% | Added |
| Hilltop National Bank | 16 | $1.42K | 0.00% | +16 | New |
| Caitlin John, LLC | 16 | $1.42K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 17 | $1.51K | 0.00% | +17 | New |
| Crewe Advisors LLC | 17 | $1.51K | 0.00% | +17 | New |
| Twin Lakes Capital Management, LLC | 17 | $1.51K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 18 | $1.63K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 19 | $1.68K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 19 | $1.69K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 19 | $1.69K | 0.00% | +8+72.7% | Added |
| Creekmur Asset Management LLC | 19 | $1.69K | 0.00% | +16+533.3% | Added |
| Retirement Group, LLC | 20 | $1.77K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 20 | $1.77K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 22 | $1.93K | 0.00% | 00.0% | Unchanged |
| City State Bank | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 21 | $2.00K | 0.00% | +21 | New |
| Tidemark, LLC | 25 | $2.22K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 25 | $2.22K | 0.00% | +25 | New |
| Peoples Financial Services Corp. | 26 | $2.30K | 0.00% | −154−85.6% | Reduced |
| WealthCollab, LLC | 26 | $2.31K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 27 | $2.39K | 0.00% | +27 | New |
| Logan Capital Management Inc | 28 | $2.48K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 28 | $2.48K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 28 | $2.48K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 30 | $2.66K | 0.00% | −73−70.9% | Reduced |
| Glass Jacobson Investment Advisors llc | 30 | $2.66K | 0.00% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 30 | $2.66K | 0.00% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 30 | $2.66K | 0.00% | +30 | New |
| Tortoise Investment Management, LLC | 31 | $2.75K | 0.00% | +9+40.9% | Added |
| GPS Wealth Strategies Group, LLC | 32 | $2.84K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 32 | $2.84K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 32 | $2.84K | 0.00% | +32 | New |
| DHJJ Financial Advisors, Ltd. | 32 | $2.84K | 0.00% | 00.0% | Unchanged |
| Dixon Mitchell Investment Counsel Inc. | 33 | $2.93K | 0.00% | +33 | New |
| TSFG, LLC | 33 | $3.00K | 0.00% | +29+725.0% | Added |
| Baldwin Brothers Inc | 34 | $3.01K | 0.00% | −196−85.2% | Reduced |
| Raffa Wealth Management, LLC | 34 | $3.01K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 32 | $3.04K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 36 | $3.19K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 38 | $3.37K | 0.00% | −90−70.3% | Reduced |
| Cedar Mountain Advisors, LLC | 38 | $3.37K | 0.00% | 00.0% | Unchanged |