| Prudent Man Investment Management, Inc. | 1 | $121 | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 2 | $164 | 0.00% | −12,966−100.0% | Reduced |
| Caitong International Asset Management Co., Ltd | 2 | $205 | 0.00% | −22,821−100.0% | Reduced |
| Eukles Asset Management | 2 | $205 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $411 | 0.00% | +4 | New |
| Cedar Mountain Advisors, LLC | 5 | $514 | 0.00% | 00.0% | Unchanged |
| Motco | 6 | $616 | 0.00% | −8−57.1% | Reduced |
| West Branch Capital LLC | 7 | $720 | 0.00% | −3,860−99.8% | Reduced |
| Birchbrook, Inc. | 8 | $822 | 0.00% | −500−98.4% | Reduced |
| Investment Research & Advisory Group, Inc. | 8 | $822 | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 8 | $822 | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 8 | $822 | 0.00% | +5+166.7% | Added |
| Mattson Financial Services, LLC | 9 | $924 | 0.00% | −13,347−99.9% | Reduced |
| Safe Harbor Fiduciary, LLC | 9 | $925 | 0.00% | −35−79.5% | Reduced |
| Kimelman & Baird, LLC | 9 | $925 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 9 | $925 | 0.00% | +9 | New |
| First PREMIER Bank | 7 | $1.00K | 0.00% | −78−91.8% | Reduced |
| Transamerica Financial Advisors, Inc. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 205 | $1.00K | 0.00% | +205 | New |
| Hallmark Capital Management Inc | 10 | $1.03K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $1.03K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 10 | $1.03K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 10 | $1.03K | 0.00% | +10 | New |
| WealthTrak Capital Management LLC | 10 | $1.03K | 0.00% | −3−23.1% | Reduced |
| Stephens Consulting, LLC | 10 | $1.03K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 12 | $1.23K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 13 | $1.34K | 0.00% | +13 | New |
| Redwood Park Advisors LLC | 18 | $1.85K | 0.00% | −14−43.8% | Reduced |
| Osterweis Capital Management Inc | 20 | $2.06K | 0.00% | −143,184−100.0% | Reduced |
| Salomon & Ludwin, LLC | 21 | $2.16K | 0.00% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 22 | $2.26K | 0.00% | +22 | New |
| Ruedi Wealth Management, Inc. | 23 | $2.36K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 23 | $2.36K | 0.00% | +23 | New |
| Pandora Wealth, Inc. | 23 | $2.36K | 0.00% | +23 | New |
| Cherry Tree Wealth Management, LLC | 23 | $2.36K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 25 | $2.57K | 0.00% | +18+257.1% | Added |
| Dougherty Wealth Advisers LLC | 25 | $2.57K | 0.00% | +25 | New |
| New England Capital Financial Advisors LLC | 31 | $3.23K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 31 | $3.29K | 0.19% | −10−24.4% | Reduced |
| Lavaca Capital LLC | 32 | $3.29K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 34 | $3.49K | 0.00% | −92−73.0% | Reduced |
| Robinswood Financial LLC | 35 | $3.60K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 37 | $3.80K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 38 | $3.90K | 0.00% | +38 | New |
| Pineridge Advisors LLC | 41 | $4.21K | 0.00% | −594−93.5% | Reduced |
| Westend Capital Management, LLC | 47 | $4.83K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 49 | $5.00K | 0.00% | +16+48.5% | Added |
| Clean Yield Group | 50 | $5.14K | 0.00% | −6−10.7% | Reduced |
| Riggs Asset Managment Co. Inc. | 50 | $5.14K | 0.00% | +50 | New |
| PFS Partners, LLC | 52 | $5.30K | 0.00% | +15+40.5% | Added |
| Capital A Wealth Management, LLC | 52 | $5.34K | 0.01% | +15+40.5% | Added |
| BOK Financial Private Wealth, Inc. | 52 | $5.34K | 0.00% | −67−56.3% | Reduced |
| Main Street Group, LTD | 52 | $5.34K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 30 | $5.42K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 54 | $5.55K | 0.00% | −218−80.1% | Reduced |
| Bruce G. Allen Investments, LLC | 58 | $5.96K | 0.00% | −5−7.9% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 59 | $6.06K | 0.01% | +59 | New |
| CSS LLC | 60 | $6.16K | 0.00% | −290−82.9% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 60 | $6.16K | 0.01% | +60 | New |
| Glynn Capital Management LLC | 61 | $6.27K | 0.00% | −111−64.5% | Reduced |
| 1 North Wealth Services LLC | 65 | $6.68K | 0.00% | +65 | New |
| Sawyer & Company, Inc | 65 | $7.00K | 0.00% | +65 | New |
| High Note Wealth, LLC | 69 | $7.09K | 0.00% | −26−27.4% | Reduced |
| Signature Resources Capital Management, LLC | 69 | $7.09K | 0.01% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 72 | $7.40K | 0.01% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 75 | $7.71K | 0.00% | −10−11.8% | Reduced |
| Centennial Bank | 75 | $7.71K | 0.00% | −3−3.8% | Reduced |
| Principia Wealth Advisory, LLC | 81 | $7.84K | 0.01% | +40+97.6% | Added |
| Compass Financial Services Inc | 78 | $8.01K | 0.00% | −242−75.6% | Reduced |
| ZRC Wealth Management, LLC | 78 | $8.01K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 88 | $8.51K | 0.00% | +88 | New |
| Davidson Capital Management Inc. | 85 | $8.73K | 0.00% | +17+25.0% | Added |
| Cohen & Steers, Inc. | 84 | $9.00K | 0.00% | −2,172−96.3% | Reduced |
| JDM Financial Group LLC | 89 | $9.14K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 92 | $9.45K | 0.00% | −99−51.8% | Reduced |
| Iron Horse Wealth Management, LLC | 93 | $9.55K | 0.00% | −296−76.1% | Reduced |
| Minot DeBlois Advisors LLC | 95 | $9.76K | 0.01% | 00.0% | Unchanged |
| von Borstel & Associates, Inc. | 100 | $10.0K | 0.00% | +100 | New |
| Miller Wealth Advisors, LLC | 99 | $10.2K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 100 | $10.3K | 0.01% | +1+1.0% | Added |
| C M Bidwell & Associates Ltd | 100 | $10.3K | 0.01% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 100 | $10.3K | 0.01% | 00.0% | Unchanged |
| Union Savings Bank | 100 | $10.3K | 0.01% | 00.0% | Unchanged |
| Kentucky Trust Co | 100 | $10.3K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Investment Management (Europe) Ltd | 100 | $10.3K | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 100 | $10.3K | 0.01% | +100 | New |
| Park Place Capital Corp | 103 | $10.6K | 0.00% | −38−27.0% | Reduced |
| Cetera Trust Company, N.A | 104 | $10.7K | 0.01% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 105 | $10.8K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 107 | $11.0K | 0.00% | +57+114.0% | Added |
| ORG Wealth Partners, LLC | 108 | $11.1K | 0.00% | +108 | New |
| Carolina Wealth Advisors, LLC | 110 | $11.3K | 0.01% | 00.0% | Unchanged |
| Aviso Financial Inc. | 113 | $11.6K | 0.00% | −90−44.3% | Reduced |
| Horizon Financial Services, LLC | 114 | $11.7K | 0.01% | −20−14.9% | Reduced |
| Kiker Wealth Management, LLC | 122 | $12.5K | 0.01% | +122 | New |
| Coston, McIsaac & Partners | 133 | $13.0K | 0.00% | +31+30.4% | Added |
| BFSG, LLC | 128 | $13.2K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 133 | $13.7K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 133 | $13.7K | 0.01% | −264−66.5% | Reduced |
