| Coston, McIsaac & Partners | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 2 | $116 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 4 | $233 | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 5 | $291 | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 5 | $293 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 6 | $349 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 6 | $349 | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 6 | $350 | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 7 | $407 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 10 | $582 | 0.00% | +10 | New |
| ClariVest Asset Management LLC | 10 | $591 | 0.00% | −3−23.1% | Reduced |
| Raffa Wealth Management, LLC | 12 | $698 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 12 | $698 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 14 | $828 | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 15 | $872 | 0.00% | +15 | New |
| Creekmur Asset Management LLC | 16 | $930 | 0.00% | −20−55.6% | Reduced |
| SRS Capital Advisors, Inc. | 16 | $931 | 0.00% | +16 | New |
| Mendota Financial Group, LLC | 16 | $931 | 0.00% | +16 | New |
| Capital Analysts, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 18 | $1.05K | 0.00% | −4−18.2% | Reduced |
| CBIZ Investment Advisory Services, LLC | 20 | $1.19K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 23 | $1.34K | 0.00% | +1+4.5% | Added |
| City State Bank | 25 | $1.45K | 0.00% | −25−50.0% | Reduced |
| Institutional & Family Asset Management, LLC | 25 | $1.45K | 0.00% | −23−47.9% | Reduced |
| St. Johns Investment Management Company, LLC | 25 | $1.45K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 25 | $1.45K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 29 | $1.71K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 30 | $1.75K | 0.00% | +30 | New |
| Key Financial Inc | 32 | $1.86K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 31 | $1.89K | 0.00% | +30+3,000.0% | Added |
| VisionPoint Advisory Group, LLC | 34 | $1.98K | 0.00% | −22−39.3% | Reduced |
| Center for Financial Planning, Inc. | 34 | $1.98K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 35 | $2.04K | 0.00% | 00.0% | Unchanged |
| Lynx Investment Advisory | 39 | $2.27K | 0.00% | +39 | New |
| Criterion Capital Advisors, LLC | 40 | $2.33K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 41 | $2.38K | 0.00% | −100−70.9% | Reduced |
| Laffer Tengler Investments | 48 | $2.79K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 49 | $2.85K | 0.00% | +49 | New |
| North Star Investment Management Corp. | 50 | $2.91K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 50 | $2.91K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 52 | $3.05K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 53 | $3.08K | 0.00% | +27+103.8% | Added |
| Ashton Thomas Private Wealth, LLC | 53 | $3.08K | 0.00% | +53 | New |
| Front Row Advisors LLC | 55 | $3.20K | 0.00% | −2−3.5% | Reduced |
| Sandy Spring Bank | 55 | $3.20K | 0.00% | −150−73.2% | Reduced |
| Carolinas Wealth Consulting LLC | 58 | $3.35K | 0.00% | −3−4.9% | Reduced |
| Fortitude Family Office, LLC | 58 | $3.37K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 61 | $3.55K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 62 | $3.60K | 0.00% | −930−93.8% | Reduced |
| Bell Investment Advisors, Inc | 64 | $3.72K | 0.00% | −22−25.6% | Reduced |
| Redmont Wealth Advisors LLC | 64 | $3.72K | 0.01% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 67 | $3.90K | 0.00% | +67 | New |
| ICA Group Wealth Management, LLC | 80 | $4.65K | 0.00% | −800−90.9% | Reduced |
| Farmers & Merchants Investments Inc | 85 | $4.94K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 82 | $5.30K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 97 | $5.64K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 97 | $5.64K | 0.00% | +97 | New |
| Baillie Gifford & Co | 99 | $5.76K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 100 | $5.82K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 100 | $5.82K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 100 | $5.82K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 100 | $5.82K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 100 | $5.82K | 0.00% | +100 | New |
| Hobbs Group Advisors, LLC | 102 | $5.93K | 0.00% | +102 | New |
| Sunbelt Securities, Inc. | 103 | $6.01K | 0.00% | −500−82.9% | Reduced |
| Strategic Investment Solutions, Inc. | 100 | $6.29K | 0.00% | +100 | New |
| GW&K Investment Management, LLC | 114 | $7.00K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 125 | $7.27K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 133 | $8.00K | 0.00% | +37+38.5% | Added |
| Cape Investment Advisory, Inc. | 158 | $9.19K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 161 | $9.36K | 0.01% | +161 | New |
| Opal Wealth Advisors, LLC | 164 | $9.54K | 0.00% | +164 | New |
| Fifth Third Bancorp | 169 | $9.83K | 0.00% | +33+24.3% | Added |
| Parkside Financial Bank & Trust | 173 | $10.1K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 175 | $10.2K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 189 | $11.0K | 0.00% | +79+71.8% | Added |
| WealthCollab, LLC | 197 | $11.5K | 0.01% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 200 | $11.6K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 200 | $11.6K | 0.00% | +200 | New |
| Redwood Wealth Management Group, LLC | 200 | $11.6K | 0.01% | +200 | New |
| Zions Bancorporation, N.A. | 203 | $11.8K | 0.00% | −40−16.5% | Reduced |
| Bokf, NA | 219 | $12.7K | 0.00% | +33+17.7% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 235 | $13.0K | 0.00% | +2+0.9% | Added |
| Tortoise Investment Management, LLC | 225 | $13.1K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 225 | $13.1K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 230 | $13.4K | 0.00% | −171−42.6% | Reduced |
| Capital Advisors, Ltd. LLC | 236 | $14.0K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 259 | $15.1K | 0.01% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 265 | $15.4K | 0.02% | +1+0.4% | Added |
| BNP Paribas | 265 | $15.4K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 269 | $15.6K | 0.00% | −311−53.6% | Reduced |
| Kelly Financial Services LLC | 274 | $15.9K | 0.01% | +50+22.3% | Added |
| RFP Financial Group LLC | 277 | $16.1K | 0.01% | +148+114.7% | Added |
| Clear Street Markets LLC | 3,631 | $17.0K | 0.01% | −9,116−71.5% | Reduced |
| Abound Wealth Management | 295 | $17.2K | 0.01% | −29−9.0% | Reduced |
| Archer Investment Corp | 298 | $17.3K | 0.01% | +51+20.6% | Added |
| CarsonAllaria Wealth Management, Ltd. | 303 | $17.6K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 305 | $17.7K | 0.01% | 00.0% | Unchanged |