| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| Mendota Financial Group, LLC | 1 | $111 | 0.00% | +1 | New |
| First Personal Financial Services | 2 | $222 | 0.00% | +2 | New |
| Annapolis Financial Services, LLC | 2 | $222 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 3 | $332 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 4 | $442 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 6 | $663 | 0.00% | +6 | New |
| Semmax Financial Advisors Inc. | 6 | $760 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 8 | $885 | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 9 | $995 | 0.00% | +9 | New |
| Transamerica Financial Advisors, Inc. | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 10 | $1.00K | 0.00% | +10 | New |
| Farmers & Merchants Investments Inc | 10 | $1.10K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 10 | $1.11K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 10 | $1.11K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 12 | $1.33K | 0.00% | −203−94.4% | Reduced |
| Caldwell Sutter Capital, Inc. | 15 | $1.66K | 0.00% | 00.0% | Unchanged |
| Motco | 15 | $1.66K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 16 | $1.77K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 20 | $1.97K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 18 | $1.99K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 19 | $2.10K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 20 | $2.21K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 20 | $2.21K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 21 | $2.32K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 25 | $2.76K | 0.00% | −25−50.0% | Reduced |
| Pacific Center for Financial Services | 26 | $2.87K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 26 | $2.87K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 36 | $3.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 30 | $3.32K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 30 | $3.32K | 0.00% | +30 | New |
| Pineridge Advisors LLC | 33 | $3.61K | 0.00% | +7+26.9% | Added |
| Fortitude Family Office, LLC | 33 | $3.65K | 0.00% | +33 | New |
| Raffa Wealth Management, LLC | 34 | $3.76K | 0.00% | 00.0% | Unchanged |
| Peterson Financial Group, Inc. | 35 | $3.84K | 0.01% | +35 | New |
| DiNuzzo Private Wealth, Inc. | 35 | $3.87K | 0.00% | −1−2.8% | Reduced |
| Caldwell Trust Co | 38 | $4.20K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 38 | $4.20K | 0.00% | −3−7.3% | Reduced |
| Voisard Asset Management Group, Inc. | 38 | $4.25K | 0.00% | +8+26.7% | Added |
| Indiana Trust & Investment Management CO | 39 | $4.31K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 38 | $4.76K | 0.00% | +38 | New |
| Legacy Wealth Managment, LLC | 38 | $4.76K | 0.00% | +38 | New |
| Coastline Trust Co | 44 | $4.86K | 0.00% | +44 | New |
| Dynamic Wealth Strategies, LLC | 49 | $5.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 45 | $5.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 49 | $5.00K | 0.00% | +4+8.9% | Added |
| Front Row Advisors LLC | 45 | $5.03K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 46 | $5.11K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 50 | $5.53K | 0.00% | 00.0% | Unchanged |
| BNP Paribas | 50 | $5.53K | 0.00% | +50 | New |
| Capital Performance Advisors LLP | 52 | $5.75K | 0.00% | +52 | New |
| MCF Advisors LLC | 53 | $5.86K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 53 | $5.86K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 55 | $6.08K | 0.00% | −37−40.2% | Reduced |
| Crewe Advisors LLC | 55 | $6.08K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 56 | $6.19K | 0.00% | −21−27.3% | Reduced |
| Abound Wealth Management | 56 | $6.20K | 0.00% | +16+40.0% | Added |
| Lowe Wealth Advisors, LLC | 70 | $7.74K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 73 | $8.07K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 73 | $8.12K | 0.00% | −4−5.2% | Reduced |
| Pittenger & Anderson Inc | 75 | $8.29K | 0.00% | +75 | New |
| HM Payson & Co | 77 | $8.51K | 0.00% | +27+54.0% | Added |
| Prestige Wealth Management Group LLC | 78 | $8.62K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 85 | $9.39K | 0.00% | −29,948−99.7% | Reduced |
| New Age Alpha Advisors, LLC | 90 | $9.95K | 0.01% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 90 | $9.95K | 0.00% | +90 | New |
| Clear Point Advisors Inc. | 99 | $10.9K | 0.01% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 96 | $11.0K | 0.00% | +96 | New |
| Blume Capital Management, Inc. | 100 | $11.1K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 100 | $11.1K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 101 | $11.2K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 103 | $11.3K | 0.00% | +1+1.0% | Added |
| Compagnie Lombard Odier SCmA | 110 | $12.2K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 120 | $13.3K | 0.00% | −1,874−94.0% | Reduced |
| Private Wealth Management Group, LLC | 120 | $13.3K | 0.01% | +1+0.8% | Added |
| Dunhill Financial, LLC | 120 | $13.3K | 0.01% | +29+31.9% | Added |
| Zions Bancorporation, N.A. | 124 | $13.7K | 0.00% | −33−21.0% | Reduced |
| Vista Private Wealth Partners. LLC | 125 | $13.8K | 0.01% | +1+0.8% | Added |
| Aspect Partners, LLC | 126 | $13.9K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 125 | $14.0K | 0.00% | +10+8.7% | Added |
| Hemington Wealth Management | 146 | $15.0K | 0.00% | +146 | New |
| Bell Investment Advisors, Inc | 138 | $15.3K | 0.00% | −5−3.5% | Reduced |
| Catalyst Capital Advisors LLC | 138 | $15.3K | 0.00% | +138 | New |
| CVA Family Office, LLC | 139 | $15.4K | 0.00% | +4+3.0% | Added |
| Baldwin Brothers Inc | 141 | $15.6K | 0.00% | +141 | New |
| Rise Advisors, LLC | 150 | $16.6K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 151 | $16.7K | 0.01% | +1+0.7% | Added |
| Concord Wealth Partners | 160 | $17.7K | 0.00% | 00.0% | Unchanged |
| City State Bank | 180 | $19.9K | 0.01% | 00.0% | Unchanged |
| Kennebec Savings Bank | 186 | $20.6K | 0.02% | +186 | New |
| Ashton Thomas Securities, LLC | 187 | $20.7K | 0.00% | +187 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 200 | $22.1K | 0.01% | +200 | New |
| Hollencrest Capital Management | 210 | $23.2K | 0.00% | +17+8.8% | Added |
| Armstrong Advisory Group, Inc | 214 | $23.7K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 228 | $25.2K | 0.00% | −140−38.0% | Reduced |
| Montag A & Associates Inc | 230 | $25.4K | 0.00% | +230 | New |
| Eastern Bank | 230 | $25.4K | 0.00% | +230 | New |
| Quent Capital, LLC | 231 | $25.5K | 0.00% | −21−8.3% | Reduced |