| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| WestEnd Advisors, LLC | 3 | $295 | 0.00% | −1−25.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 4 | $393 | 0.00% | −5−55.6% | Reduced |
| JJJ Advisors Inc. | 4 | $394 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 6 | $602 | 0.00% | −23−79.3% | Reduced |
| Semmax Financial Advisors Inc. | 6 | $629 | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 7 | $688 | 0.00% | +7 | New |
| TFC Financial Management | 8 | $787 | 0.00% | −1−11.1% | Reduced |
| Ridgewood Investments LLC | 8 | $823 | 0.00% | +8 | New |
| Farmers & Merchants Investments Inc | 10 | $983 | 0.00% | −9−47.4% | Reduced |
| Carolinas Wealth Consulting LLC | 10 | $984 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 10 | $984 | 0.00% | +1+11.1% | Added |
| Transamerica Financial Advisors, Inc. | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 15 | $1.48K | 0.00% | −15−50.0% | Reduced |
| Motco | 15 | $1.48K | 0.00% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 15 | $1.48K | 0.00% | +15 | New |
| Ruedi Wealth Management, Inc. | 15 | $1.48K | 0.00% | +15 | New |
| Jackson, Grant Investment Advisers, Inc. | 16 | $1.57K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 16 | $1.57K | 0.00% | 00.0% | Unchanged |
| Lynx Investment Advisory | 17 | $1.67K | 0.00% | +17 | New |
| Delos Wealth Advisors, LLC | 18 | $1.77K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 18 | $1.77K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 19 | $1.87K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 20 | $1.97K | 0.00% | −23−53.5% | Reduced |
| ClariVest Asset Management LLC | 20 | $1.97K | 0.00% | −20−50.0% | Reduced |
| Princeton Global Asset Management LLC | 20 | $1.97K | 0.00% | +20 | New |
| Trifecta Capital Advisors, LLC | 20 | $1.97K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 21 | $2.06K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 21 | $2.06K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 23 | $2.26K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 24 | $2.36K | 0.00% | +24 | New |
| Pineridge Advisors LLC | 26 | $2.51K | 0.00% | +1+4.0% | Added |
| TCTC Holdings, LLC | 26 | $2.56K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 26 | $2.56K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 30 | $2.95K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 30 | $2.98K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 36 | $3.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 34 | $3.34K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 36 | $3.54K | 0.00% | +4+12.5% | Added |
| Caldwell Trust Co | 38 | $3.74K | 0.00% | +38 | New |
| Indiana Trust & Investment Management CO | 39 | $3.83K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 40 | $3.94K | 0.00% | −4−9.1% | Reduced |
| Financial Management Professionals, Inc. | 45 | $4.00K | 0.00% | −1,028−95.8% | Reduced |
| Avion Wealth | 45 | $4.00K | 0.00% | −5−10.0% | Reduced |
| SJS Investment Consulting Inc. | 41 | $4.03K | 0.00% | −1−2.4% | Reduced |
| Front Row Advisors LLC | 45 | $4.47K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 46 | $4.52K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 50 | $4.92K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 50 | $4.92K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 50 | $4.92K | 0.00% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 49 | $5.00K | 0.00% | −44−47.3% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 53 | $5.21K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 53 | $5.21K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 55 | $5.41K | 0.00% | −83−60.1% | Reduced |
| Abich Financial Wealth Management LLC | 58 | $5.70K | 0.00% | +1+1.8% | Added |
| Tyler-Stone Wealth Management | 62 | $6.10K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 70 | $6.88K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 73 | $7.18K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 74 | $7.28K | 0.00% | +74 | New |
| Private Ocean, LLC | 77 | $7.57K | 0.00% | −86−52.8% | Reduced |
| AdvisorNet Financial, Inc | 77 | $7.57K | 0.00% | −12−13.5% | Reduced |
| REAP Financial Group, LLC | 77 | $7.60K | 0.00% | +4+5.5% | Added |
| Prestige Wealth Management Group LLC | 78 | $7.67K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 80 | $7.87K | 0.00% | +56+233.3% | Added |
| New Age Alpha Advisors, LLC | 90 | $8.85K | 0.00% | +90 | New |
| Dunhill Financial, LLC | 91 | $8.92K | 0.01% | +6+7.1% | Added |
| Valley National Advisers Inc | 101 | $9.00K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 92 | $9.04K | 0.00% | −37−28.7% | Reduced |
| Quarry LP | 96 | $9.44K | 0.00% | −216−69.2% | Reduced |
| Clear Point Advisors Inc. | 99 | $9.73K | 0.01% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 100 | $9.83K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 100 | $9.83K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 101 | $9.93K | 0.00% | +101 | New |
| Tortoise Investment Management, LLC | 102 | $10.0K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 110 | $10.8K | 0.00% | +110 | New |
| GW&K Investment Management, LLC | 115 | $11.0K | 0.00% | +15+15.0% | Added |
| Private Wealth Management Group, LLC | 119 | $11.7K | 0.01% | 00.0% | Unchanged |
| Vista Private Wealth Partners. LLC | 124 | $12.2K | 0.00% | +124 | New |
| Aspect Partners, LLC | 126 | $12.4K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 135 | $13.3K | 0.00% | −5−3.6% | Reduced |
| Bell Investment Advisors, Inc | 143 | $14.1K | 0.00% | +38+36.2% | Added |
| Frazier Financial Advisors, LLC | 149 | $14.7K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 150 | $14.7K | 0.01% | +1+0.7% | Added |
| West Branch Capital LLC | 150 | $14.7K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 157 | $15.4K | 0.00% | +7+4.7% | Added |
| Concord Wealth Partners | 160 | $15.7K | 0.00% | −73−31.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 170 | $16.7K | 0.01% | 00.0% | Unchanged |
| City State Bank | 180 | $17.7K | 0.01% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 190 | $18.7K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 193 | $19.0K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 214 | $21.0K | 0.00% | +87+68.5% | Added |
| Brown Brothers Harriman & Co | 215 | $21.1K | 0.00% | −34−13.7% | Reduced |
| Signature Resources Capital Management, LLC | 232 | $22.8K | 0.02% | +232 | New |
| Cassady Schiller Wealth Management, LLC | 235 | $23.1K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 235 | $23.1K | 0.00% | −4−1.7% | Reduced |
| Key Financial Inc | 238 | $23.4K | 0.01% | +53+28.6% | Added |
| Atwood & Palmer Inc | 247 | $24.3K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 247 | $24.3K | 0.01% | 00.0% | Unchanged |