| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| WestEnd Advisors, LLC | 1 | $254 | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 1 | $254 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1 | $254 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 1 | $254 | 0.00% | +1 | New |
| Plante Moran Financial Advisors, LLC | 1 | $254 | 0.00% | +1 | New |
| ORG Wealth Partners, LLC | 1 | $254 | 0.00% | +1 | New |
| Sanctuary Wealth Management, L.L.C. | 2 | $509 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 2 | $509 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 2 | $509 | 0.00% | +2 | New |
| Valued Wealth Advisors LLC | 2 | $509 | 0.00% | +2 | New |
| Heritage Wealth Advisors | 3 | $763 | 0.00% | −197−98.5% | Reduced |
| SJS Investment Consulting Inc. | 3 | $763 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 3 | $763 | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 3 | $763 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 3 | $763 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 3 | $763 | 0.00% | +2+200.0% | Added |
| Darwin Advisors, LLC | 3 | $763 | 0.00% | +3 | New |
| Coppell Advisory Solutions LLC | 3 | $764 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 4 | $966 | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 4 | $1.02K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 5 | $1.27K | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 5 | $1.27K | 0.00% | −1−16.7% | Reduced |
| Key Financial Inc | 5 | $1.27K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 5 | $1.27K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5 | $1.27K | 0.00% | +3+150.0% | Added |
| Reston Wealth Management LLC | 5 | $1.27K | 0.00% | +5 | New |
| Wolff Wiese Magana LLC | 5 | $1.27K | 0.00% | +5 | New |
| FinTrust Capital Advisors, LLC | 7 | $1.78K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 9 | $2.00K | 0.00% | +2+28.6% | Added |
| CBIZ Investment Advisory Services, LLC | 8 | $2.03K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 8 | $2.04K | 0.00% | −30−78.9% | Reduced |
| JFS Wealth Advisors, LLC | 8 | $2.04K | 0.00% | −6−42.9% | Reduced |
| Lummis Asset Management, LP | 8 | $2.04K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 10 | $2.54K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 11 | $2.80K | 0.00% | +1+10.0% | Added |
| Capital Advisors, Ltd. LLC | 12 | $3.00K | 0.00% | +3+33.3% | Added |
| Coston, McIsaac & Partners | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 12 | $3.05K | 0.00% | 00.0% | Unchanged |
| City State Bank | 14 | $3.56K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 14 | $3.56K | 0.00% | +2+16.7% | Added |
| CoreCap Advisors, LLC | 14 | $3.56K | 0.00% | +14 | New |
| St Germain D J Co Inc | 15 | $3.81K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 15 | $3.81K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 15 | $3.81K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 16 | $4.07K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 16 | $4.07K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 16 | $4.07K | 0.00% | +16 | New |
| WealthCollab, LLC | 16 | $4.07K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 17 | $4.32K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 17 | $4.32K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 17 | $4.32K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 17 | $4.32K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 18 | $4.58K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 19 | $4.83K | 0.00% | +19 | New |
| Close Asset Management Ltd | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 20 | $5.09K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 20 | $5.09K | 0.00% | +2+11.1% | Added |
| Eagle Bay Advisors LLC | 22 | $5.59K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 25 | $6.36K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 25 | $6.36K | 0.00% | +25 | New |
| Cornerstone Planning Group LLC | 31 | $6.60K | 0.00% | +2+6.9% | Added |
| Riverview Trust Co | 26 | $6.61K | 0.01% | +26 | New |
| Bell Investment Advisors, Inc | 27 | $6.87K | 0.00% | −1−3.6% | Reduced |
| Financial Network Wealth Advisors LLC | 27 | $6.87K | 0.01% | +13+92.9% | Added |
| Financial Management Professionals, Inc. | 26 | $7.00K | 0.00% | +6+30.0% | Added |
| Independence Bank of Kentucky | 28 | $7.12K | 0.00% | −5−15.2% | Reduced |
| Lowe Wealth Advisors, LLC | 30 | $7.63K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 35 | $7.75K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 32 | $8.14K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 32 | $8.14K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 32 | $8.14K | 0.00% | +3+10.3% | Added |
| DT Investment Partners, LLC | 34 | $8.65K | 0.00% | +34 | New |
| LGT Financial Advisors LLC | 38 | $9.66K | 0.02% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 38 | $9.66K | 0.00% | +26+216.7% | Added |
| Fortitude Family Office, LLC | 40 | $10.2K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 40 | $10.2K | 0.00% | +1+2.6% | Added |
| Harbor Investment Advisory, LLC | 44 | $11.2K | 0.00% | −6−12.0% | Reduced |
| Nemes Rush Group LLC | 35 | $11.5K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 47 | $12.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 48 | $12.0K | 0.00% | +9+23.1% | Added |
| Hemington Wealth Management | 61 | $12.0K | 0.00% | +61 | New |
| Farmers & Merchants Investments Inc | 48 | $12.2K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 49 | $12.5K | 0.00% | −9−15.5% | Reduced |
| Bank of New Hampshire | 50 | $12.7K | 0.00% | −25−33.3% | Reduced |
| Pin Oak Investment Advisors Inc | 53 | $13.0K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 52 | $13.2K | 0.01% | −7−11.9% | Reduced |
| Raleigh Capital Management Inc. | 53 | $13.5K | 0.01% | +41+341.7% | Added |
| Manchester Capital Management LLC | 55 | $14.0K | 0.00% | +39+243.8% | Added |
| Colonial Trust Co | 56 | $14.3K | 0.00% | +1+1.8% | Added |
| ORG Partners LLC | 58 | $14.7K | 0.00% | −10−14.7% | Reduced |
| Castleview Partners, LLC | 58 | $14.8K | 0.01% | −2−3.3% | Reduced |
| Activest Wealth Management | 63 | $16.0K | 0.00% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 65 | $16.5K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 68 | $17.0K | 0.01% | +68 | New |
| Spire Wealth Management | 69 | $17.5K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 72 | $18.3K | 0.01% | −39−35.1% | Reduced |
| Versant Capital Management, Inc | 74 | $18.8K | 0.00% | −36−32.7% | Reduced |
| Zions Bancorporation, N.A. | 74 | $18.8K | 0.00% | −29−28.2% | Reduced |