| Strengthening Families & Communities, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 1 | $418 | 0.00% | +1 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 1 | $419 | 0.00% | +1 | New |
| Global Assets Advisory, LLC | 330,077 | $785 | 0.04% | +330,077 | New |
| Delta Asset Management LLC | 2 | $836 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $836 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 2 | $836 | 0.00% | +2 | New |
| Tradewinds Capital Management, LLC | 2 | $837 | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 2 | $993 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 3 | $1.25K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 4 | $1.67K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 4 | $1.67K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 4 | $1.67K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 5 | $2.00K | 0.00% | +5 | New |
| Western Pacific Wealth Management, LP | 5 | $2.09K | 0.00% | +5 | New |
| True Wealth Design, LLC | 5 | $2.09K | 0.00% | +2+66.7% | Added |
| Jamison Private Wealth Management, Inc. | 5 | $2.09K | 0.00% | +5 | New |
| Longfellow Investment Management Co LLC | 6 | $2.51K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 6 | $2.51K | 0.00% | +6 | New |
| Tucker Asset Management LLC | 6 | $2.51K | 0.00% | +6 | New |
| West Paces Advisors Inc. | 7 | $2.93K | 0.00% | −8−53.3% | Reduced |
| Bank of New Hampshire | 7 | $2.93K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 7 | $2.93K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 7 | $2.93K | 0.00% | +7 | New |
| POM Investment Strategies, LLC | 8 | $3.34K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 8 | $3.36K | 0.01% | −7−46.7% | Reduced |
| Tidemark, LLC | 9 | $3.76K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 9 | $3.76K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 8 | $3.92K | 0.00% | +8 | New |
| Ulland Investment Advisors, LLC | 9 | $4.00K | 0.00% | +9 | New |
| C M Bidwell & Associates Ltd | 10 | $4.18K | 0.00% | −946−99.0% | Reduced |
| Highline Wealth Partners LLC | 10 | $4.18K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 10 | $4.18K | 0.00% | 00.0% | Unchanged |
| American National Bank | 11 | $4.60K | 0.00% | −63−85.1% | Reduced |
| HighMark Wealth Management LLC | 11 | $4.60K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 11 | $4.60K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 11 | $4.60K | 0.00% | +11 | New |
| LRI Investments, LLC | 11 | $4.60K | 0.00% | +11 | New |
| Cherry Tree Wealth Management, LLC | 12 | $4.81K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 14 | $5.00K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 13 | $5.00K | 0.00% | +13 | New |
| Bruce G. Allen Investments, LLC | 12 | $5.02K | 0.00% | −3−20.0% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 12 | $5.02K | 0.00% | −5−29.4% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 12 | $5.02K | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 12 | $5.02K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 12 | $5.02K | 0.00% | +12 | New |
| Hoey Investments, Inc | 13 | $5.43K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 13 | $5.43K | 0.00% | +13 | New |
| Kozak & Associates, Inc. | 13 | $5.73K | 0.00% | 00.0% | Unchanged |
| Motco | 14 | $5.85K | 0.00% | −15−51.7% | Reduced |
| Riggs Asset Managment Co. Inc. | 14 | $5.85K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 14 | $5.85K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 15 | $6.27K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 15 | $6.27K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 15 | $6.27K | 0.00% | +1+7.1% | Added |
| Jones Financial Companies LLLP | 15 | $6.27K | 0.00% | +9+150.0% | Added |
| Redmont Wealth Advisors LLC | 15 | $6.27K | 0.01% | +15 | New |
| DT Investment Partners, LLC | 15 | $6.27K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 16 | $6.69K | 0.00% | −408−96.2% | Reduced |
| DiNuzzo Private Wealth, Inc. | 16 | $6.69K | 0.00% | −1−5.9% | Reduced |
| Semmax Financial Advisors Inc. | 17 | $7.31K | 0.00% | −3−15.0% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 18 | $7.52K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 18 | $7.53K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 19 | $7.94K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 19 | $7.94K | 0.00% | +19 | New |
| Atticus Wealth Management, LLC | 19 | $7.94K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 21 | $8.00K | 0.00% | −1,685−98.8% | Reduced |
| Avion Wealth | 17 | $8.00K | 0.00% | +3+21.4% | Added |
| Indiana Trust & Investment Management CO | 20 | $8.36K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 20 | $8.36K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 21 | $8.78K | 0.01% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 21 | $8.78K | 0.01% | +3+16.7% | Added |
| Caldwell Sutter Capital, Inc. | 22 | $9.20K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 24 | $9.96K | 0.00% | −62−72.1% | Reduced |
| Creative Capital Management Investments LLC | 24 | $10.0K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 25 | $10.4K | 0.00% | −1−3.8% | Reduced |
| Tanglewood Legacy Advisors, LLC | 25 | $10.4K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 25 | $10.5K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 27 | $11.3K | 0.01% | +14+107.7% | Added |
| Naples Money Management LLC | 28 | $11.7K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 29 | $12.1K | 0.01% | +3+11.5% | Added |
| First Financial Corp | 29 | $12.1K | 0.01% | −88−75.2% | Reduced |
| Lummis Asset Management, LP | 29 | $12.1K | 0.02% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 29 | $12.1K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 30 | $12.5K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 31 | $13.0K | 0.01% | −225−87.9% | Reduced |
| Caitlin John, LLC | 31 | $13.0K | 0.01% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 32 | $13.0K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 32 | $13.4K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 34 | $14.2K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 34 | $14.2K | 0.00% | +34 | New |
| Private Wealth Management Group, LLC | 34 | $14.2K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 36 | $15.0K | 0.00% | +6+20.0% | Added |
| Archer Investment Corp | 36 | $15.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 38 | $15.9K | 0.00% | −116−75.3% | Reduced |
| Hantz Financial Services, Inc. | 38 | $16.0K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 39 | $16.3K | 0.00% | +27+225.0% | Added |
| Central Bank & Trust Co | 40 | $16.7K | 0.00% | −58−59.2% | Reduced |
| Northwest Investment Counselors, LLC | 40 | $16.7K | 0.00% | +40 | New |