| REAP Financial Group, LLC | 1 | $83 | 0.00% | +1 | New |
| NVWM, LLC | 1 | $165 | 0.00% | +1 | New |
| Decker Retirement Planning Inc. | 1 | $165 | 0.00% | +1 | New |
| NBC Securities, Inc. | 1 | $232 | 0.02% | −3,733−100.0% | Reduced |
| High Note Wealth, LLC | 2 | $330 | 0.00% | +2 | New |
| Activest Wealth Management | 3 | $495 | 0.00% | +3 | New |
| WestEnd Advisors, LLC | 4 | $661 | 0.00% | +4 | New |
| SWAN Capital LLC | 5 | $826 | 0.00% | +5 | New |
| Richardson Financial Services Inc. | 6 | $991 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 6 | $1.00K | 0.00% | +2+50.0% | Added |
| Laurel Wealth Advisors LLC | 7 | $1.16K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 8 | $1.32K | 0.00% | +8 | New |
| WPG Advisers, LLC | 8 | $1.32K | 0.00% | +8 | New |
| DHJJ Financial Advisors, Ltd. | 8 | $1.32K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 10 | $1.65K | 0.00% | −5,841−99.8% | Reduced |
| Toth Financial Advisory Corp | 10 | $1.65K | 0.00% | +10 | New |
| Painted Porch Advisors LLC | 10 | $1.65K | 0.00% | +10 | New |
| Winnow Wealth LLC | 12 | $1.88K | 0.00% | +12 | New |
| Principia Wealth Advisory, LLC | 14 | $2.31K | 0.00% | +14 | New |
| FLP Wealth Management, LLC | 14 | $2.32K | 0.01% | +14 | New |
| Bokf, NA | 16 | $2.49K | 0.00% | −5−23.8% | Reduced |
| Geneos Wealth Management Inc. | 16 | $2.64K | 0.00% | −5−23.8% | Reduced |
| Colonial Trust Advisors | 20 | $3.30K | 0.00% | 00.0% | Unchanged |
| R Squared Ltd | 20 | $3.30K | 0.00% | +20 | New |
| Sittner & Nelson, LLC | 21 | $3.47K | 0.00% | +21 | New |
| Transce3nd, LLC | 21 | $3.47K | 0.00% | +21 | New |
| Aviso Financial Inc. | 22 | $3.63K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 22 | $3.63K | 0.00% | +22 | New |
| WealthTrak Capital Management LLC | 22 | $3.63K | 0.00% | +22 | New |
| Financial Management Professionals, Inc. | 27 | $4.46K | 0.00% | +27 | New |
| Millstone Evans Group, LLC | 27 | $4.46K | 0.00% | +27 | New |
| Eagle Bay Advisors LLC | 29 | $4.79K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 30 | $4.96K | 0.00% | +30 | New |
| SJS Investment Consulting Inc. | 31 | $5.12K | 0.00% | −14−31.1% | Reduced |
| DT Investment Partners, LLC | 35 | $5.78K | 0.00% | 00.0% | Unchanged |
| Wingate Wealth Advisors, Inc. | 35 | $5.78K | 0.01% | +35 | New |
| Ameriflex Group, Inc. | 34 | $5.83K | 0.00% | +34 | New |
| Kayne Anderson Rudnick Investment Management LLC | 37 | $6.16K | 0.00% | −1,189−97.0% | Reduced |
| Red Tortoise LLC | 38 | $6.28K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 42 | $6.94K | 0.00% | +27+180.0% | Added |
| Capital Advisors, Ltd. LLC | 45 | $7.00K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 47 | $7.76K | 0.00% | +24+104.3% | Added |
| Central Trust Co | 49 | $8.09K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 50 | $8.26K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 51 | $8.42K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 50 | $8.45K | 0.00% | +50 | New |
| Bruce G. Allen Investments, LLC | 52 | $8.59K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 53 | $8.75K | 0.00% | −12−18.5% | Reduced |
| Avion Wealth | 57 | $9.00K | 0.00% | +5+9.6% | Added |
| State of Wyoming | 60 | $9.91K | 0.00% | +60 | New |
| ORG Partners LLC | 60 | $10.0K | 0.00% | −3−4.8% | Reduced |
| Sachetta, LLC | 62 | $10.2K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 64 | $10.6K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 66 | $10.9K | 0.00% | +62+1,550.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 67 | $11.1K | 0.00% | +10+17.5% | Added |
| Tucker Asset Management LLC | 72 | $11.9K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 73 | $12.1K | 0.00% | −1−1.4% | Reduced |
| Cherry Tree Wealth Management, LLC | 75 | $12.4K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 75 | $12.4K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 77 | $12.7K | 0.01% | +77 | New |
| Olistico Wealth, LLC | 80 | $13.2K | 0.01% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 82 | $13.5K | 0.00% | +82 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 85 | $14.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 86 | $14.2K | 0.00% | +22+34.4% | Added |
| UMA Financial Services, Inc. | 91 | $15.0K | 0.00% | +91 | New |
| Grove Bank & Trust | 92 | $15.2K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 97 | $16.0K | 0.00% | +1+1.0% | Added |
| Empirical Asset Management, LLC | 16,384 | $16.4K | 0.01% | +16,384 | New |
| Bartlett & Co. Wealth Management LLC | 100 | $16.5K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 100 | $16.5K | 0.01% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 100 | $16.5K | 0.02% | +100 | New |
| Cromwell Holdings LLC | 100 | $16.5K | 0.01% | +100 | New |
| GW&K Investment Management, LLC | 103 | $17.0K | 0.00% | +103 | New |
| TD Capital Management LLC | 104 | $17.2K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 105 | $17.3K | 0.00% | +105 | New |
| American National Bank | 110 | $18.2K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 111 | $18.3K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 112 | $18.5K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 112 | $18.5K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 113 | $18.7K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 114 | $18.8K | 0.01% | +7+6.5% | Added |
| MV Capital Management, Inc. | 118 | $19.5K | 0.00% | +38+47.5% | Added |
| TFC Financial Management | 128 | $21.1K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 132 | $21.8K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 141 | $23.0K | 0.01% | +74+110.4% | Added |
| Meeder Asset Management Inc | 145 | $23.9K | 0.00% | −10−6.5% | Reduced |
| Legacy Investment Solutions, LLC | 150 | $24.5K | 0.02% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 150 | $24.5K | 0.02% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 150 | $24.8K | 0.01% | +150 | New |
| MCF Advisors LLC | 165 | $27.3K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 167 | $27.6K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 176 | $29.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 183 | $30.2K | 0.02% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 201 | $33.1K | 0.03% | +201 | New |
| Kohmann Bosshard Financial Services, LLC | 204 | $33.7K | 0.00% | +204 | New |
| Sound Income Strategies, LLC | 217 | $35.9K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 225 | $37.2K | 0.01% | +6+2.7% | Added |
| BFSG, LLC | 230 | $38.0K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 251 | $39.1K | 0.03% | +251 | New |
| First Horizon Advisors, Inc. | 244 | $40.3K | 0.00% | +40+19.6% | Added |