| Dogwood Wealth Management LLC | 0 | $10 | 0.00% | 0 | New |
| ZRC Wealth Management, LLC | 0 | $13 | 0.00% | 0 | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 7 | $504 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 8 | $660 | 0.00% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 9 | $784 | 0.17% | −8,011−99.9% | Reduced |
| TD Capital Management LLC | 12 | $995 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 15 | $1.00K | 0.00% | −22−59.5% | Reduced |
| Wolff Wiese Magana LLC | 15 | $1.24K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 19 | $1.57K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 19 | $1.57K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 20 | $1.65K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 20 | $1.65K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Long Island Wealth Management, Inc. | 24 | $2.00K | 0.00% | +24 | New |
| Boyd Watterson Asset Management LLC | 27 | $2.23K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 29 | $2.35K | 0.00% | +1+3.6% | Added |
| Tennessee Valley Asset Management Partners | 31 | $2.52K | 0.00% | +31 | New |
| Global Wealth Strategies & Associates | 32 | $2.64K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 33 | $2.72K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 35 | $2.92K | 0.00% | +35 | New |
| Frazier Financial Advisors, LLC | 38 | $3.13K | 0.00% | +38 | New |
| Blue Bell Private Wealth Management, LLC | 40 | $3.30K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 42 | $3.46K | 0.00% | −17−28.8% | Reduced |
| Nalls Sherbakoff Group, LLC | 44 | $3.63K | 0.00% | 00.0% | Unchanged |
| Northwest Financial Advisors | 44 | $3.63K | 0.00% | +44 | New |
| Atlas Capital Advisors LLC | 46 | $3.79K | 0.00% | 00.0% | Unchanged |
| City State Bank | 43 | $4.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 50 | $4.13K | 0.00% | −123−71.1% | Reduced |
| Leonteq Securities AG | 50 | $4.13K | 0.00% | +2+4.2% | Added |
| WealthCollab, LLC | 51 | $4.21K | 0.00% | +51 | New |
| True Wealth Design, LLC | 52 | $4.26K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 50 | $4.28K | 0.00% | −11−18.0% | Reduced |
| Creekmur Asset Management LLC | 52 | $4.29K | 0.00% | +52 | New |
| First Pacific Financial | 53 | $4.37K | 0.00% | +53 | New |
| Pacific Capital Wealth Advisors, Inc | 60 | $4.95K | 0.00% | +60 | New |
| Hazlett, Burt & Watson, Inc. | 55 | $5.00K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 70 | $5.36K | 0.00% | +70 | New |
| Hollencrest Capital Management | 65 | $5.36K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 65 | $5.36K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 68 | $5.67K | 0.00% | +27+65.9% | Added |
| Ruedi Wealth Management, Inc. | 69 | $5.69K | 0.00% | +69 | New |
| Wiser Advisor Group LLC | 75 | $6.19K | 0.01% | +75 | New |
| Raffa Wealth Management, LLC | 77 | $6.35K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 78 | $6.45K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 82 | $6.75K | 0.00% | +1+1.2% | Added |
| Live Oak Investment Partners | – | $7.26K | 0.01% | – | – |
| Versant Capital Management, Inc | 89 | $7.34K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 92 | $7.59K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 93 | $7.67K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 100 | $8.00K | 0.01% | +100 | New |
| NewSquare Capital LLC | 100 | $8.25K | 0.00% | −25−20.0% | Reduced |
| Independence Bank of Kentucky | 100 | $8.25K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 103 | $8.50K | 0.00% | +103 | New |
| West Financial Advisors, LLC | 105 | $8.66K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 121 | $9.00K | 0.00% | +20+19.8% | Added |
| Cetera Trust Company, N.A | 118 | $9.73K | 0.01% | +118 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 120 | $9.90K | 0.00% | +55+84.6% | Added |
| Quarry LP | 121 | $9.98K | 0.01% | +121 | New |
| Rakuten Securities, Inc. | 123 | $10.1K | 0.01% | +123 | New |
| Tucker Asset Management LLC | 132 | $10.9K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 134 | $11.1K | 0.00% | +134 | New |
| Broadwater Capital Management LLC | 138 | $11.4K | 0.01% | +138 | New |
| MCF Advisors LLC | 147 | $12.1K | 0.00% | +147 | New |
| Beacon Capital Management, Inc. | 150 | $12.4K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 164 | $13.0K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 160 | $13.2K | 0.00% | +5+3.2% | Added |
| Trifecta Capital Advisors, LLC | 169 | $13.9K | 0.00% | +127+302.4% | Added |
| McClarren Financial Advisors, Inc. | 175 | $14.0K | 0.01% | +2+1.2% | Added |
| Beacon Capital Management, LLC | 185 | $14.2K | 0.00% | −86−31.7% | Reduced |
| Atwood & Palmer Inc | 175 | $14.4K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 183 | $15.1K | 0.00% | +11+6.4% | Added |
| GW&K Investment Management, LLC | 192 | $16.0K | 0.00% | +7+3.8% | Added |
| VisionPoint Advisory Group, LLC | 194 | $16.0K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 194 | $16.0K | 0.01% | +194 | New |
| Atlantic Edge Private Wealth Management, LLC | 196 | $16.2K | 0.01% | +196 | New |
| Marquette Asset Management, LLC | 200 | $16.5K | 0.00% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 200 | $16.5K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 200 | $16.5K | 0.01% | +200 | New |
| Pacifica Partners Inc. | 200 | $16.5K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 200 | $16.5K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 201 | $16.6K | 0.01% | +21+11.7% | Added |
| Scarborough Advisors, LLC | 206 | $17.0K | 0.00% | +206 | New |
| Beaird Harris Wealth Management, LLC | 206 | $17.0K | 0.00% | −49−19.2% | Reduced |
| Tyler-Stone Wealth Management | 207 | $17.1K | 0.01% | +139+204.4% | Added |
| Nemes Rush Group LLC | 210 | $17.3K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 214 | $17.7K | 0.01% | +165+336.7% | Added |
| Pacific Center for Financial Services | 220 | $18.1K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 224 | $18.5K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 226 | $18.6K | 0.01% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 227 | $18.7K | 0.02% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 15,279 | $18.8K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 246 | $20.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 246 | $20.3K | 0.01% | +131+113.9% | Added |
| Private Wealth Management Group, LLC | 246 | $20.3K | 0.01% | +246 | New |
| Stephens Consulting, LLC | 250 | $20.6K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 250 | $20.6K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 256 | $21.1K | 0.01% | −478−65.1% | Reduced |
| McIlrath & Eck, LLC | 258 | $21.3K | 0.00% | +115+80.4% | Added |
| Covestor Ltd | 261 | $22.0K | 0.02% | −59−18.4% | Reduced |
| Community Bank, N.A. | 273 | $22.5K | 0.00% | 00.0% | Unchanged |