| Coston, McIsaac & Partners | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 2 | $133 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 4 | $265 | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 5 | $331 | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 5 | $334 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 6 | $398 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 6 | $398 | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 6 | $399 | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 7 | $464 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 10 | $591 | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 10 | $663 | 0.00% | +10 | New |
| Raffa Wealth Management, LLC | 12 | $795 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 12 | $795 | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 15 | $994 | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 18 | $1.19K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 18 | $1.19K | 0.00% | +18 | New |
| Mendota Financial Group, LLC | 21 | $1.39K | 0.00% | +5+31.3% | Added |
| Rakuten Securities, Inc. | 22 | $1.46K | 0.00% | −1−4.3% | Reduced |
| Sound Income Strategies, LLC | 22 | $1.47K | 0.00% | +8+57.1% | Added |
| St. Johns Investment Management Company, LLC | 25 | $1.66K | 0.00% | 00.0% | Unchanged |
| City State Bank | 25 | $1.66K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 28 | $1.79K | 0.00% | −3−9.7% | Reduced |
| PrairieView Partners, LLC | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 32 | $2.12K | 0.00% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 33 | $2.19K | 0.00% | +33 | New |
| Washington Trust Co | 35 | $2.32K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 40 | $2.33K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 41 | $2.72K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 44 | $2.92K | 0.00% | +44 | New |
| ESL Trust Services, LLC | 49 | $3.25K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 50 | $3.31K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 50 | $3.31K | 0.00% | +50 | New |
| Flaharty Asset Management, LLC | 50 | $3.31K | 0.00% | +50 | New |
| Newbridge Financial Services Group, Inc. | 50 | $3.31K | 0.00% | +50 | New |
| Winch Advisory Services, LLC | 52 | $3.48K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 53 | $3.51K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 58 | $3.82K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 58 | $3.85K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 60 | $3.98K | 0.00% | +5+9.1% | Added |
| Insight Financial Services | 61 | $4.04K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 62 | $4.11K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 63 | $4.18K | 0.00% | +33+110.0% | Added |
| Redmont Wealth Advisors LLC | 64 | $4.24K | 0.01% | 00.0% | Unchanged |
| Claris Advisors, LLC | 72 | $4.77K | 0.00% | +72 | New |
| Plante Moran Financial Advisors, LLC | 76 | $5.04K | 0.00% | +76 | New |
| Bell Investment Advisors, Inc | 82 | $5.44K | 0.00% | +18+28.1% | Added |
| Farmers & Merchants Investments Inc | 85 | $5.63K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 100 | $6.63K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 100 | $6.63K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 100 | $6.63K | 0.00% | +1+1.0% | Added |
| Hobbs Group Advisors, LLC | 102 | $6.76K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 103 | $6.86K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 104 | $6.89K | 0.00% | +104 | New |
| GW&K Investment Management, LLC | 114 | $8.00K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 125 | $8.29K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 126 | $8.35K | 0.00% | −77−37.9% | Reduced |
| Sittner & Nelson, LLC | 126 | $8.35K | 0.00% | +26+26.0% | Added |
| Cape Investment Advisory, Inc. | 158 | $10.5K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 173 | $11.5K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 175 | $11.6K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 197 | $13.1K | 0.01% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 200 | $13.3K | 0.01% | −200−50.0% | Reduced |
| Edmond de Rothschild Holding S.A. | 200 | $13.3K | 0.00% | −170−45.9% | Reduced |
| Kelly Lawrence W & Associates Inc | 200 | $13.3K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 225 | $14.9K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 235 | $15.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 230 | $15.2K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 233 | $15.4K | 0.00% | +64+37.9% | Added |
| FinTrust Capital Advisors, LLC | 239 | $15.9K | 0.00% | +50+26.5% | Added |
| Capital Advisors, Ltd. LLC | 236 | $16.0K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 252 | $16.7K | 0.00% | +155+159.8% | Added |
| Costello Asset Management, INC | 256 | $17.0K | 0.01% | +31+13.8% | Added |
| Caitlin John, LLC | 305 | $17.0K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 259 | $17.2K | 0.01% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 264 | $17.5K | 0.03% | −1−0.4% | Reduced |
| BNP Paribas | 265 | $17.6K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 269 | $17.8K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 273 | $18.1K | 0.01% | −109−28.5% | Reduced |
| Archer Investment Corp | 298 | $19.8K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 303 | $20.1K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 309 | $20.5K | 0.00% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 311 | $20.6K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 326 | $21.6K | 0.01% | −1,000−75.4% | Reduced |
| Legacy Investment Solutions, LLC | 413 | $23.0K | 0.01% | +413 | New |
| Legacy Wealth Managment, LLC | 413 | $23.0K | 0.01% | +413 | New |
| Abound Wealth Management | 348 | $23.1K | 0.01% | +53+18.0% | Added |
| Ashton Thomas Securities, LLC | 389 | $25.8K | 0.01% | +389 | New |
| Logan Capital Management Inc | 400 | $26.5K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 400 | $26.5K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 402 | $26.6K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 406 | $26.9K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 445 | $29.5K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 470 | $31.2K | 0.00% | +470 | New |
| Delta Asset Management LLC | 500 | $33.1K | 0.00% | −100−16.7% | Reduced |
| GoalVest Advisory LLC | 500 | $33.1K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 514 | $33.9K | 0.01% | +417+429.9% | Added |
| Addison Advisors LLC | 521 | $34.5K | 0.01% | −70−11.8% | Reduced |
| Jaffetilchin Investment Partners, LLC | 524 | $34.8K | 0.00% | +524 | New |