| Dogwood Wealth Management LLC | 0 | $19 | 0.00% | 0 | New |
| Castleview Partners, LLC | 1 | $199 | 0.00% | +1 | New |
| Quest Partners LLC | 1 | $199 | 0.00% | +1 | New |
| Financial Perspectives, Inc | 2 | $397 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 3 | $596 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 3 | $596 | 0.00% | +3 | New |
| Main Street Group, LTD | 4 | $794 | 0.00% | +4 | New |
| ClariVest Asset Management LLC | 4 | $801 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 6 | $985 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5 | $993 | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 5 | $993 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 7 | $1.36K | 0.00% | +1+16.7% | Added |
| Sound Income Strategies, LLC | 8 | $1.59K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 9 | $1.79K | 0.00% | −51−85.0% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 9 | $1.79K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 10 | $1.99K | 0.00% | −208,964−100.0% | Reduced |
| Delta Asset Management LLC | 10 | $1.99K | 0.00% | −5−33.3% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 10 | $1.99K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $1.99K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 13 | $2.28K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 12 | $2.38K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 12 | $2.38K | 0.00% | 00.0% | Unchanged |
| Able Wealth Management LLC | 12 | $2.38K | 0.00% | +12 | New |
| Caldwell Sutter Capital, Inc. | 13 | $2.58K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 13 | $2.58K | 0.00% | +13 | New |
| Winch Advisory Services, LLC | 14 | $2.83K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 17 | $3.38K | 0.00% | +17 | New |
| Tompkins Financial Corp | 18 | $3.57K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 20 | $3.97K | 0.00% | +3+17.6% | Added |
| PayPay Securities Corp | 20 | $4.01K | 0.20% | +2+11.1% | Added |
| Rakuten Securities, Inc. | 21 | $4.17K | 0.00% | +21 | New |
| Frazier Financial Advisors, LLC | 22 | $4.37K | 0.00% | +22 | New |
| Country Trust Bank | 24 | $4.76K | 0.00% | +10+71.4% | Added |
| Hoey Investments, Inc | 24 | $4.77K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 25 | $4.96K | 0.00% | +25 | New |
| FSA Wealth Management LLC | 24 | $5.00K | 0.00% | +24 | New |
| First Command Advisory Services, Inc. | 27 | $5.36K | 0.00% | −48−64.0% | Reduced |
| Rocky Mountain Advisers, LLC | 27 | $5.36K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 27 | $5.36K | 0.01% | −96−78.0% | Reduced |
| REAP Financial Group, LLC | 27 | $5.38K | 0.00% | +27 | New |
| Mascoma Wealth Management LLC | 29 | $5.76K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 29 | $5.76K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 32 | $6.35K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 32 | $6.35K | 0.00% | +32 | New |
| Citizens National Bank Trust Department | 33 | $6.55K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 33 | $6.57K | 0.00% | +33 | New |
| Chesapeake Asset Management LLC | 35 | $6.95K | 0.01% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 35 | $6.95K | 0.00% | +35 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 35 | $6.95K | 0.01% | +35 | New |
| First PREMIER Bank | 33 | $7.00K | 0.00% | +33 | New |
| Pineridge Advisors LLC | 36 | $7.15K | 0.00% | +36 | New |
| RFP Financial Group LLC | 37 | $7.35K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 37 | $7.42K | 0.01% | +37 | New |
| Raleigh Capital Management Inc. | 38 | $7.52K | 0.00% | +31+442.9% | Added |
| Beacon Capital Management, LLC | 43 | $7.53K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 39 | $7.74K | 0.00% | +39 | New |
| Clear Street Markets LLC | 40 | $8.00K | 0.00% | −16−28.6% | Reduced |
| WealthCollab, LLC | 41 | $8.14K | 0.01% | +41 | New |
| Providence Capital Advisors, LLC | 42 | $8.34K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 50 | $9.93K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 50 | $9.93K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 51 | $10.1K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 52 | $10.3K | 0.00% | +52 | New |
| Global Financial Private Client, LLC | 55 | $10.9K | 0.01% | 00.0% | Unchanged |
| Centennial Bank | 57 | $11.3K | 0.01% | +13+29.5% | Added |
| Creative Capital Management Investments LLC | 58 | $11.5K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 58 | $11.5K | 0.00% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 59 | $11.7K | 0.00% | +59 | New |
| Glen Eagle Advisors, LLC | 60 | $11.9K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 61 | $12.1K | 0.01% | +61 | New |
| Capula Management Ltd | 64 | $12.7K | 0.00% | −2,973−97.9% | Reduced |
| SRS Capital Advisors, Inc. | 67 | $13.3K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 67 | $13.3K | 0.00% | +1+1.5% | Added |
| Provenance Wealth Advisors, LLC | 70 | $13.9K | 0.00% | +70 | New |
| Archer Investment Corp | 72 | $14.3K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 72 | $14.3K | 0.00% | −13−15.3% | Reduced |
| Annapolis Financial Services, LLC | 72 | $14.3K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 74 | $14.7K | 0.00% | 00.0% | Unchanged |
| Provence Wealth Management Group | 76 | $15.1K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 79 | $15.7K | 0.01% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 80 | $16.0K | 0.00% | +5+6.7% | Added |
| Cassady Schiller Wealth Management, LLC | 84 | $16.7K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 85 | $16.9K | 0.00% | −8−8.6% | Reduced |
| Cedar Mountain Advisors, LLC | 91 | $18.1K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 92 | $18.3K | 0.01% | +67+268.0% | Added |
| Readystate Asset Management LP | 94 | $18.7K | 0.00% | +94 | New |
| Caitlin John, LLC | 95 | $18.9K | 0.02% | +95 | New |
| Investors Research Corp | 98 | $19.5K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 100 | $19.9K | 0.01% | 00.0% | Unchanged |
| Close Asset Management Ltd | 100 | $20.0K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 102 | $20.0K | 0.01% | +102 | New |
| Paloma Partners Management Co | 104 | $20.6K | 0.00% | +104 | New |
| Valued Wealth Advisors LLC | 119 | $20.8K | 0.02% | +119 | New |
| Clean Yield Group | 105 | $20.8K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 105 | $21.0K | 0.01% | +6+6.1% | Added |
| Abound Wealth Management | 107 | $21.3K | 0.01% | +14+15.1% | Added |
| CVA Family Office, LLC | 109 | $21.6K | 0.00% | +109 | New |
| Aspire Private Capital, LLC | 109 | $21.7K | 0.01% | +1+0.9% | Added |
| Legend Financial Advisors, Inc. | 110 | $21.8K | 0.02% | 00.0% | Unchanged |