| Tanglewood Legacy Advisors, LLC | 2 | $889 | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 2 | $889 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 2 | $890 | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 3 | $1.33K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $1.33K | 0.00% | +1+50.0% | Added |
| JCIC Asset Management Inc. | 3 | $1.33K | 0.00% | +3 | New |
| Chesapeake Asset Management LLC | 4 | $1.78K | 0.00% | +1+33.3% | Added |
| Gould Capital, LLC | 4 | $1.78K | 0.00% | −49−92.5% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 4 | $1.78K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 5 | $2.00K | 0.01% | −513−99.0% | Reduced |
| NBC Securities, Inc. | 5 | $2.63K | 0.24% | −6,077−99.9% | Reduced |
| Richardson Capital Management LLC | 6 | $2.67K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 6 | $2.67K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 7 | $3.11K | 0.00% | 00.0% | Unchanged |
| Compass Financial Services Inc | 7 | $3.11K | 0.00% | +7 | New |
| Pacific Center for Financial Services | 7 | $3.12K | 0.00% | −20−74.1% | Reduced |
| Riggs Asset Managment Co. Inc. | 7 | $3.12K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 8 | $3.56K | 0.00% | +1+14.3% | Added |
| BOK Financial Private Wealth, Inc. | 8 | $3.56K | 0.00% | +8 | New |
| HBC Financial Services, PLLC | 11 | $4.00K | 0.00% | 00.0% | Unchanged |
| LSV Asset Management | 8 | $4.00K | 0.00% | +8 | New |
| Bruce G. Allen Investments, LLC | 9 | $4.00K | 0.00% | −1−10.0% | Reduced |
| Longfellow Investment Management Co LLC | 9 | $4.00K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 9 | $4.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 9 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 9 | $4.00K | 0.01% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 9 | $4.00K | 0.00% | +9 | New |
| Winnow Wealth LLC | 10 | $4.27K | 0.00% | +10 | New |
| Berkshire Capital Holdings Inc | 10 | $4.45K | 0.00% | 00.0% | Unchanged |
| Providence First Trust Co | 10 | $4.45K | 0.00% | +10 | New |
| PayPay Securities Corp | 11 | $4.89K | 0.21% | −1−8.3% | Reduced |
| Christopher J. Hasenberg, Inc | 11 | $4.89K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 11 | $4.89K | 0.00% | +11 | New |
| Principia Wealth Advisory, LLC | 11 | $4.89K | 0.00% | +11 | New |
| Householder Group Estate & Retirement Specialist, LLC | 13 | $5.00K | 0.00% | −36−73.5% | Reduced |
| Salomon & Ludwin, LLC | 13 | $5.78K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 13 | $5.78K | 0.00% | +13 | New |
| Prudent Man Investment Management, Inc. | 13 | $5.78K | 0.00% | +13 | New |
| Glynn Capital Management LLC | 14 | $6.23K | 0.00% | −23−62.2% | Reduced |
| Transce3nd, LLC | 14 | $6.23K | 0.00% | +14 | New |
| Compass Planning Associates Inc | 15 | $6.67K | 0.01% | +15 | New |
| Runnymede Capital Advisors, Inc. | 15 | $6.67K | 0.01% | +15 | New |
| Noble Wealth Management PBC | 15 | $6.67K | 0.00% | +15 | New |
| 1620 Investment Advisors, Inc. | 16 | $7.07K | 0.01% | 00.0% | Unchanged |
| Estabrook Capital Management | 16 | $7.12K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 16 | $7.12K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 16 | $7.12K | 0.01% | +16 | New |
| JDM Financial Group LLC | 17 | $7.56K | 0.00% | −5−22.7% | Reduced |
| Financial Gravity Companies, Inc. | 17 | $7.56K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 17 | $7.56K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 18 | $8.00K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 18 | $8.00K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 19 | $8.45K | 0.00% | +2+11.8% | Added |
| Criterion Capital Advisors, LLC | 16 | $8.89K | 0.01% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 20 | $8.89K | 0.01% | −10−33.3% | Reduced |
| Intelligent Financial Strategies | 20 | $8.89K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 20 | $8.89K | 0.01% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 20 | $8.89K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 21 | $9.00K | 0.00% | −2−8.7% | Reduced |
| Dogwood Wealth Management LLC | 21 | $9.34K | 0.00% | −1,184−98.3% | Reduced |
| MUFG Securities EMEA plc | 22 | $9.78K | 0.00% | −55,725−100.0% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 22 | $9.78K | 0.00% | +22 | New |
| Clark Wealth Partners | 22 | $9.78K | 0.01% | +22 | New |
| Pineridge Advisors LLC | 23 | $10.2K | 0.00% | +23 | New |
| Rialto Wealth Management, LLC | 23 | $10.2K | 0.00% | +23 | New |
| Beaird Harris Wealth Management, LLC | 24 | $10.7K | 0.00% | +16+200.0% | Added |
| Rocky Mountain Advisers, LLC | 25 | $11.1K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 25 | $11.1K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 25 | $11.1K | 0.00% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 25 | $11.1K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 25 | $11.1K | 0.00% | +10+66.7% | Added |
| FPC Investment Advisory, Inc. | 26 | $11.4K | 0.01% | +20+333.3% | Added |
| DiNuzzo Private Wealth, Inc. | 26 | $11.6K | 0.00% | −4−13.3% | Reduced |
| Investment Management Corp | 26 | $11.6K | 0.01% | +26 | New |
| Highline Wealth Partners LLC | 27 | $12.0K | 0.00% | −46−63.0% | Reduced |
| Blue Bell Private Wealth Management, LLC | 30 | $13.3K | 0.00% | −35−53.8% | Reduced |
| Battery Global Advisors, LLC | 30 | $13.3K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 30 | $13.3K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 30 | $13.3K | 0.01% | 00.0% | Unchanged |
| Friedenthal Financial | 30 | $13.3K | 0.01% | +30 | New |
| Global Financial Private Client, LLC | 31 | $13.8K | 0.01% | −11−26.2% | Reduced |
| Stephenson National Bank & Trust | 32 | $14.2K | 0.00% | −39−54.9% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 32 | $14.2K | 0.00% | 00.0% | Unchanged |
| Endeavor Private Wealth, Inc. | 32 | $14.2K | 0.01% | +32 | New |
| Synergy Investment Management, LLC | 33 | $14.7K | 0.01% | +33 | New |
| Knott David M Jr | 35 | $15.6K | 0.01% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 35 | $16.0K | 0.01% | +28+400.0% | Added |
| Financial Life Planners | 36 | $16.0K | 0.01% | +36 | New |
| Valued Wealth Advisors LLC | 38 | $16.9K | 0.01% | +1+2.7% | Added |
| Bullock Wealth Management Group | 38 | $16.9K | 0.01% | −1,389−97.3% | Reduced |
| Hurley Capital, LLC | 42 | $18.1K | 0.01% | +42 | New |
| Old Point Trust & Financial Services N A | 41 | $18.2K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 42 | $18.7K | 0.01% | +35+500.0% | Added |
| Kames Capital plc | 43 | $19.1K | 0.00% | +43 | New |
| Kiely Wealth Advisory Group, Inc. | 44 | $19.8K | 0.01% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 46 | $20.5K | 0.02% | +46 | New |
| Legacy Investment Solutions, LLC | 48 | $20.8K | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 48 | $20.8K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 49 | $21.5K | 0.01% | −16−24.6% | Reduced |
| Aspect Partners, LLC | 49 | $21.8K | 0.01% | −6−10.9% | Reduced |
