| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| WestEnd Advisors, LLC | 1 | $241 | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 1 | $241 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1 | $241 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1 | $241 | 0.00% | +1 | New |
| Ruedi Wealth Management, Inc. | 1 | $241 | 0.00% | +1 | New |
| Redwood Wealth Management Group, LLC | 1 | $241 | 0.00% | +1 | New |
| True Wealth Design, LLC | 1 | $242 | 0.00% | −1−50.0% | Reduced |
| Carolinas Wealth Consulting LLC | 2 | $483 | 0.00% | −1−33.3% | Reduced |
| WR Wealth Planners, LLC | 2 | $483 | 0.00% | −1−33.3% | Reduced |
| Gradient Investments LLC | 2 | $483 | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 2 | $483 | 0.00% | +2 | New |
| Tucker Asset Management LLC | 2 | $483 | 0.00% | +2 | New |
| Triad Wealth Partners, LLC | 2 | $483 | 0.00% | +2 | New |
| Anchor Investment Management, LLC | 3 | $724 | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 3 | $724 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 3 | $724 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 3 | $724 | 0.00% | +3 | New |
| JJJ Advisors Inc. | 3 | $725 | 0.00% | −13−81.3% | Reduced |
| SJS Investment Consulting Inc. | 3 | $725 | 0.00% | −2−40.0% | Reduced |
| ClariVest Asset Management LLC | 4 | $966 | 0.00% | −4−50.0% | Reduced |
| Glen Eagle Advisors, LLC | 4 | $966 | 0.00% | +4 | New |
| Avion Wealth | 7 | $1.00K | 0.00% | +2+40.0% | Added |
| Penserra Capital Management LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 5 | $1.21K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 5 | $1.21K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 5 | $1.21K | 0.00% | +5 | New |
| Unique Wealth Strategies, LLC | 4 | $1.31K | 0.00% | +4 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $1.45K | 0.00% | +1+20.0% | Added |
| Rakuten Securities, Inc. | 7 | $1.69K | 0.00% | +6+600.0% | Added |
| FinTrust Capital Advisors, LLC | 7 | $1.69K | 0.00% | +7 | New |
| CBIZ Investment Advisory Services, LLC | 8 | $1.93K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 8 | $1.93K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 8 | $1.93K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 9 | $2.00K | 0.00% | −1−10.0% | Reduced |
| Coston, McIsaac & Partners | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 10 | $2.31K | 0.00% | +8+400.0% | Added |
| Adirondack Trust Co | 10 | $2.41K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 10 | $2.41K | 0.00% | +10 | New |
| Front Row Advisors LLC | 11 | $2.66K | 0.00% | −16−59.3% | Reduced |
| Opal Wealth Advisors, LLC | 11 | $2.66K | 0.00% | +11 | New |
| NVWM, LLC | 12 | $2.90K | 0.00% | −1−7.7% | Reduced |
| Kelly Lawrence W & Associates Inc | 12 | $2.90K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 12 | $2.90K | 0.00% | −2−14.3% | Reduced |
| Asset Dedication, LLC | 12 | $2.90K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 12 | $2.96K | 0.00% | −4−25.0% | Reduced |
| City State Bank | 14 | $3.38K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 14 | $3.38K | 0.00% | +14 | New |
| JFS Wealth Advisors, LLC | 14 | $3.38K | 0.00% | +1+7.7% | Added |
| Barrett & Company, Inc. | 15 | $3.62K | 0.00% | −308−95.4% | Reduced |
| St Germain D J Co Inc | 15 | $3.62K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 15 | $3.62K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 16 | $3.86K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 16 | $3.86K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 16 | $3.86K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 16 | $3.86K | 0.00% | +3+23.1% | Added |
| Investors Research Corp | 17 | $4.10K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 17 | $4.10K | 0.00% | +16+1,600.0% | Added |
| Atticus Wealth Management, LLC | 17 | $4.11K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 17 | $4.11K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 18 | $4.35K | 0.00% | +18 | New |
| Fairfield Financial Advisors, LTD | 18 | $4.35K | 0.00% | +18 | New |
| Toth Financial Advisory Corp | 20 | $4.83K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 22 | $5.31K | 0.00% | −3−12.0% | Reduced |
| Cornerstone Planning Group LLC | 29 | $6.03K | 0.00% | −28−49.1% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 25 | $6.04K | 0.00% | −27−51.9% | Reduced |
| Bell Investment Advisors, Inc | 28 | $6.76K | 0.00% | −4−12.5% | Reduced |
| Financial Connections Group, Inc. | 33 | $7.00K | 0.00% | +14+73.7% | Added |
| Meeder Asset Management Inc | 29 | $7.00K | 0.00% | +17+141.7% | Added |
| Lowe Wealth Advisors, LLC | 30 | $7.24K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 35 | $7.46K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 32 | $7.73K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 32 | $7.73K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 33 | $7.97K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 33 | $8.00K | 0.00% | +33 | New |
| Nemes Rush Group LLC | 35 | $8.45K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 39 | $9.00K | 0.00% | +5+14.7% | Added |
| LGT Financial Advisors LLC | 38 | $9.17K | 0.02% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 38 | $9.17K | 0.00% | +30+375.0% | Added |
| TFC Financial Management | 39 | $9.42K | 0.00% | −1−2.5% | Reduced |
| Fortitude Family Office, LLC | 40 | $9.66K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 47 | $11.3K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 48 | $11.6K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 50 | $12.1K | 0.00% | −13−20.6% | Reduced |
| GHP Investment Advisors, Inc. | 50 | $12.1K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 53 | $13.0K | 0.01% | −61−53.5% | Reduced |
| Colonial Trust Co | 55 | $13.4K | 0.00% | −16−22.5% | Reduced |
| Prestige Wealth Management Group LLC | 58 | $14.0K | 0.00% | +5+9.4% | Added |
| Rise Advisors, LLC | 59 | $14.2K | 0.01% | −11−15.7% | Reduced |
| Castleview Partners, LLC | 60 | $14.5K | 0.01% | −368−86.0% | Reduced |
| Activest Wealth Management | 63 | $15.2K | 0.01% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 65 | $15.7K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 67 | $16.2K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 68 | $16.2K | 0.00% | +51+300.0% | Added |
| Spire Wealth Management | 69 | $16.7K | 0.00% | +9+15.0% | Added |
| Cedar Wealth Management, LLC | 70 | $16.9K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 70 | $16.9K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 72 | $17.4K | 0.00% | −44−37.9% | Reduced |