| McClarren Financial Advisors, Inc. | 321 | $0 | 0.00% | +320+32,000.0% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 1 | $0 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| Bokf, NA | 1 | $322 | 0.00% | −6−85.7% | Reduced |
| Scarborough Advisors, LLC | 1 | $322 | 0.00% | +1 | New |
| Unique Wealth Strategies, LLC | 1 | $347 | 0.00% | +1 | New |
| Birchbrook, Inc. | 1 | $465 | 0.00% | +1 | New |
| Global Financial Private Client, LLC | 2 | $643 | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 2 | $643 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 2 | $643 | 0.00% | +1+100.0% | Added |
| Central Trust Co | 3 | $965 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 3 | $965 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 3 | $965 | 0.00% | +1+50.0% | Added |
| Capital Analysts, LLC | 4 | $1.00K | 0.00% | −68−94.4% | Reduced |
| Rosenberg Matthew Hamilton | 4 | $1.28K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 4 | $1.29K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 4 | $1.29K | 0.00% | +4 | New |
| Plato Investment Management Ltd | 5 | $1.61K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 5 | $1.61K | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 6 | $1.93K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $1.93K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 6 | $1.93K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 6 | $1.93K | 0.00% | +6 | New |
| Avion Wealth | 9 | $2.00K | 0.00% | +6+200.0% | Added |
| WR Wealth Planners, LLC | 7 | $2.25K | 0.00% | +3+75.0% | Added |
| Beaird Harris Wealth Management, LLC | 7 | $2.25K | 0.00% | +7 | New |
| WealthCollab, LLC | 8 | $2.57K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 8 | $2.57K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 8 | $2.57K | 0.01% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 8 | $2.57K | 0.00% | +8 | New |
| Wetzel Investment Advisors, Inc. | 8 | $2.78K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 9 | $2.89K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 9 | $3.04K | 0.00% | +1+12.5% | Added |
| Carolinas Wealth Consulting LLC | 10 | $3.15K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 11 | $3.54K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 12 | $3.86K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 12 | $4.00K | 0.00% | −988−98.8% | Reduced |
| VisionPoint Advisory Group, LLC | 13 | $4.18K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 13 | $4.18K | 0.00% | +1+8.3% | Added |
| First Pacific Financial | 13 | $4.18K | 0.00% | +1+8.3% | Added |
| Pacific Capital Wealth Advisors, Inc | 13 | $4.18K | 0.00% | +13 | New |
| Tower View Investment Management & Research LLC | 15 | $4.82K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 15 | $4.82K | 0.00% | +15 | New |
| Sunbelt Securities, Inc. | 16 | $5.14K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 16 | $5.14K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 16 | $5.14K | 0.00% | +16 | New |
| Stuart Chaussee & Associates, Inc. | 17 | $5.47K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 17 | $5.47K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 18 | $5.48K | 0.00% | +6+50.0% | Added |
| Crewe Advisors LLC | 18 | $5.79K | 0.00% | −26−59.1% | Reduced |
| Bogart Wealth, LLC | 18 | $5.79K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 19 | $6.11K | 0.01% | −11−36.7% | Reduced |
| JFS Wealth Advisors, LLC | 19 | $6.11K | 0.00% | −1−5.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 19 | $6.11K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 19 | $6.11K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20 | $6.43K | 0.00% | −254−92.7% | Reduced |
| Beacon Capital Management, LLC | 20 | $6.43K | 0.00% | −5−20.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 22 | $7.07K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 22 | $7.07K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 22 | $7.07K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 22 | $7.07K | 0.00% | +8+57.1% | Added |
| First Financial Corp | 23 | $7.39K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 23 | $7.39K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 23 | $7.39K | 0.00% | +23 | New |
| Ruedi Wealth Management, Inc. | 24 | $7.72K | 0.00% | +24 | New |
| CNB Bank | 25 | $8.04K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 25 | $8.04K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 25 | $8.04K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 25 | $8.04K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 27 | $8.33K | 0.00% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 26 | $8.36K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 26 | $8.36K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 29 | $9.32K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 29 | $9.32K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 29 | $9.32K | 0.01% | +29 | New |
| Whittier Trust Co | 30 | $9.64K | 0.00% | −105−77.8% | Reduced |
| Brown Brothers Harriman & Co | 30 | $9.64K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 32 | $10.3K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 33 | $10.6K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 35 | $11.3K | 0.00% | −87−71.3% | Reduced |
| Raleigh Capital Management Inc. | 36 | $11.6K | 0.00% | +6+20.0% | Added |
| CoreCap Advisors, LLC | 36 | $11.6K | 0.00% | +10+38.5% | Added |
| Fortitude Family Office, LLC | 37 | $11.9K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 37 | $11.9K | 0.00% | +3+8.8% | Added |
| MV Capital Management, Inc. | 40 | $12.9K | 0.00% | −2−4.8% | Reduced |
| Close Asset Management Ltd | 42 | $13.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 39 | $13.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 39 | $13.0K | 0.00% | +4+11.4% | Added |
| Raffa Wealth Management, LLC | 41 | $13.2K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 42 | $13.5K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 46 | $14.8K | 0.00% | +38+475.0% | Added |
| Ancora Advisors, LLC | 46 | $14.8K | 0.00% | −13−22.0% | Reduced |
| Versant Capital Management, Inc | 47 | $15.1K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 49 | $15.8K | 0.01% | – | – |
| Larson Financial Group LLC | 51 | $16.4K | 0.00% | +51 | New |
| Riverview Trust Co | 53 | $17.0K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 53 | $17.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 54 | $17.4K | 0.00% | −14−20.6% | Reduced |
| Webster Bank, N. A. | 54 | $17.4K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 54 | $17.4K | 0.01% | +29+116.0% | Added |