| Dogwood Wealth Management LLC | 0 | $9 | 0.00% | 0 | Unchanged |
| ZRC Wealth Management, LLC | 0 | $18 | 0.00% | 0 | Unchanged |
| Y.D. More Investments Ltd | 294 | $89 | 0.00% | +14+5.0% | Added |
| Mendota Financial Group, LLC | 1 | $112 | 0.00% | +1 | New |
| First Personal Financial Services | 2 | $224 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 4 | $447 | 0.00% | +1+33.3% | Added |
| Belpointe Asset Management LLC | 8 | $894 | 0.00% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 9 | $1.01K | 0.00% | +9 | New |
| SOA Wealth Advisors, LLC. | 10 | $1.08K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 11 | $1.23K | 0.00% | +11 | New |
| JDM Financial Group LLC | 12 | $1.34K | 0.00% | +12 | New |
| TD Capital Management LLC | 12 | $1.35K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 13 | $1.45K | 0.00% | −49−79.0% | Reduced |
| Quest Partners LLC | 14 | $1.56K | 0.00% | +14 | New |
| Wolff Wiese Magana LLC | 15 | $1.68K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 17 | $1.90K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 19 | $2.13K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 23 | $2.54K | 0.00% | +23 | New |
| Legacy Wealth Managment, LLC | 23 | $2.54K | 0.00% | +23 | New |
| TFC Financial Management | 23 | $2.57K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 27 | $3.02K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 32 | $3.58K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 33 | $3.69K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 40 | $4.47K | 0.00% | +40 | New |
| Trifecta Capital Advisors, LLC | 42 | $4.70K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 44 | $4.97K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 46 | $5.00K | 0.00% | −65−58.6% | Reduced |
| C M Bidwell & Associates Ltd | 45 | $5.03K | 0.00% | +45 | New |
| 1620 Investment Advisors, Inc. | 46 | $5.12K | 0.00% | +8+21.1% | Added |
| Atlas Capital Advisors LLC | 46 | $5.14K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 50 | $5.59K | 0.00% | −40−44.4% | Reduced |
| WealthCollab, LLC | 51 | $5.70K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 52 | $5.78K | 0.00% | −300−85.2% | Reduced |
| FWL Investment Management, LLC | 53 | $5.92K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 53 | $5.93K | 0.00% | +5+10.4% | Added |
| Avion Wealth | 57 | $6.00K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 60 | $6.71K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 61 | $6.97K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 64 | $7.16K | 0.00% | +64 | New |
| Hollencrest Capital Management | 65 | $7.27K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 67 | $7.49K | 0.00% | +2+3.1% | Added |
| McClarren Financial Advisors, Inc. | 73 | $8.00K | 0.01% | −16−18.0% | Reduced |
| Ruedi Wealth Management, Inc. | 78 | $8.72K | 0.00% | −9−10.3% | Reduced |
| Capital Performance Advisors LLP | 78 | $8.75K | 0.00% | +78 | New |
| Kayne Anderson Rudnick Investment Management LLC | 78 | $8.81K | 0.00% | −6−7.1% | Reduced |
| Winch Advisory Services, LLC | 80 | $8.89K | 0.00% | +1+1.3% | Added |
| Highline Wealth Partners LLC | 83 | $9.28K | 0.00% | +12+16.9% | Added |
| Financial Freedom, LLC | 83 | $9.30K | 0.00% | 00.0% | Unchanged |
| Wells Financial Advisors INC | 85 | $9.50K | 0.01% | +85 | New |
| Live Oak Investment Partners | – | $9.84K | 0.01% | – | – |
| Versant Capital Management, Inc | 89 | $9.95K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 92 | $10.3K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 93 | $10.4K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 94 | $10.5K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 96 | $10.7K | 0.00% | +19+24.7% | Added |
| Bay Harbor Wealth Management, LLC | 99 | $11.1K | 0.00% | +99 | New |
| NewSquare Capital LLC | 100 | $11.2K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 102 | $11.4K | 0.00% | +7+7.4% | Added |
| West Financial Advisors, LLC | 105 | $11.7K | 0.00% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 125 | $13.0K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 118 | $13.2K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 120 | $13.4K | 0.00% | −60−33.3% | Reduced |
| Semmax Financial Advisors Inc. | 121 | $13.4K | 0.00% | +51+72.9% | Added |
| Broadwater Capital Management LLC | 138 | $15.4K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 144 | $15.9K | 0.00% | −63−30.4% | Reduced |
| New Age Alpha Advisors, LLC | 148 | $16.5K | 0.01% | +148 | New |
| Archer Investment Corp | 154 | $17.2K | 0.00% | +154 | New |
| Northwest Investment Counselors, LLC | 160 | $17.9K | 0.00% | +160 | New |
| Ogorek Anthony Joseph | 164 | $18.0K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 210 | $18.0K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 163 | $18.2K | 0.01% | −13−7.4% | Reduced |
| Meeder Asset Management Inc | 174 | $19.5K | 0.00% | +5+3.0% | Added |
| Aspect Partners, LLC | 177 | $19.8K | 0.01% | −28−13.7% | Reduced |
| City State Bank | 193 | $21.6K | 0.01% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 200 | $22.4K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 200 | $22.4K | 0.00% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 200 | $22.4K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 200 | $22.4K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 200 | $22.4K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 205 | $23.0K | 0.00% | +25+13.9% | Added |
| Guardian Wealth Management, Inc. | 215 | $24.0K | 0.02% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 220 | $24.6K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 222 | $24.8K | 0.02% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 226 | $25.3K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 226 | $25.3K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 226 | $25.3K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 256 | $28.6K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 265 | $29.6K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 273 | $30.5K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 278 | $31.1K | 0.01% | −138−33.2% | Reduced |
| Investors Research Corp | 282 | $31.5K | 0.01% | −350−55.4% | Reduced |
| GW&K Investment Management, LLC | 287 | $32.0K | 0.00% | +21+7.9% | Added |
| Financial Perspectives, Inc | 289 | $32.3K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 290 | $32.4K | 0.03% | −68−19.0% | Reduced |
| Bogart Wealth, LLC | 290 | $32.4K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 300 | $33.5K | 0.01% | 00.0% | Unchanged |
| Syntax Research, Inc. | 300 | $33.5K | 0.02% | 00.0% | Unchanged |
| Hilltop National Bank | 300 | $33.5K | 0.01% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 305 | $34.1K | 0.01% | +305 | New |
| Integrated Investment Consultants, LLC | 24,293 | $34.3K | 0.01% | +24,293 | New |