| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| ZRC Wealth Management, LLC | 0 | $11 | 0.00% | 0 | Unchanged |
| Coppell Advisory Solutions LLC | 1 | $104 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 2 | $207 | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 2 | $207 | 0.00% | +2 | New |
| RFP Financial Group LLC | 2 | $207 | 0.00% | +2 | New |
| AdvisorNet Financial, Inc | 5 | $518 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5 | $519 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $519 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 5 | $520 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 7 | $700 | 0.00% | −14−66.7% | Reduced |
| Opal Wealth Advisors, LLC | 7 | $726 | 0.00% | +7 | New |
| Creekmur Asset Management LLC | 8 | $811 | 0.00% | +7+700.0% | Added |
| Highline Wealth Partners LLC | 8 | $829 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 8 | $830 | 0.00% | +8 | New |
| True Wealth Design, LLC | 9 | $934 | 0.00% | +2+28.6% | Added |
| Valley National Advisers Inc | 10 | $1.00K | 0.00% | +10 | New |
| Unique Wealth Strategies, LLC | 10 | $1.04K | 0.00% | +10 | New |
| Richard W. Paul & Associates, LLC | 12 | $1.24K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 13 | $1.35K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 13 | $1.35K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 19 | $1.97K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 19 | $1.97K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 19 | $1.97K | 0.00% | +3+18.8% | Added |
| Nemes Rush Group LLC | 19 | $1.99K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 20 | $2.07K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 22 | $2.28K | 0.00% | +3+15.8% | Added |
| SJS Investment Consulting Inc. | 23 | $2.38K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 23 | $2.41K | 0.00% | +5+27.8% | Added |
| Archer Investment Corp | 25 | $2.59K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 28 | $2.91K | 0.00% | +4+16.7% | Added |
| Criterion Capital Advisors, LLC | 30 | $3.11K | 0.00% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 32 | $3.32K | 0.00% | +32 | New |
| Rogco, LP | 37 | $3.84K | 0.00% | −13−26.0% | Reduced |
| Avion Wealth | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 39 | $4.04K | 0.00% | −304−88.6% | Reduced |
| Westend Capital Management, LLC | 42 | $4.41K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 45 | $4.47K | 0.00% | +22+95.7% | Added |
| Hobbs Group Advisors, LLC | 46 | $4.77K | 0.00% | +46 | New |
| Atlantic Edge Private Wealth Management, LLC | 49 | $5.08K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 53 | $5.50K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 57 | $5.88K | 0.00% | +57 | New |
| Webster Bank, N. A. | 60 | $6.22K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 61 | $6.32K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 62 | $6.43K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 65 | $6.74K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 69 | $7.00K | 0.00% | −136−66.3% | Reduced |
| Pacific Center for Financial Services | 69 | $7.15K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 70 | $7.26K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 70 | $7.26K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 72 | $7.47K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 73 | $7.60K | 0.00% | −4−5.2% | Reduced |
| Tanaka Capital Management Inc | 76 | $8.00K | 0.02% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 78 | $8.05K | 0.00% | +1+1.3% | Added |
| Redmont Wealth Advisors LLC | 78 | $8.09K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 78 | $8.09K | 0.00% | −13−14.3% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 79 | $8.19K | 0.00% | +2+2.6% | Added |
| Logan Capital Management Inc | 81 | $8.40K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 85 | $8.81K | 0.00% | −6,587−98.7% | Reduced |
| Fortitude Family Office, LLC | 85 | $8.81K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 89 | $9.23K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 92 | $9.54K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 100 | $10.4K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 100 | $10.4K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 100 | $10.4K | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 100 | $10.4K | 0.01% | +100 | New |
| Sugarloaf Wealth Management, LLC | 106 | $11.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 110 | $11.4K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 120 | $12.4K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 123 | $13.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 121 | $13.0K | 0.00% | +32+36.0% | Added |
| Ranger Investment Management, L.P. | 127 | $13.2K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 130 | $13.5K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 132 | $13.7K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 137 | $14.3K | 0.01% | +10+7.9% | Added |
| IAG Wealth Partners, LLC | 140 | $14.5K | 0.00% | 00.0% | Unchanged |
| Cypress Capital, LLC | 145 | $15.0K | 0.00% | +145 | New |
| Heritage Wealth Advisors | 146 | $15.1K | 0.00% | −250−63.1% | Reduced |
| Prestige Wealth Management Group LLC | 147 | $15.2K | 0.00% | −41−21.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 151 | $15.7K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 153 | $15.9K | 0.01% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 160 | $16.6K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 161 | $16.7K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 160 | $17.0K | 0.00% | +17+11.9% | Added |
| MV Capital Management, Inc. | 164 | $17.0K | 0.00% | +3+1.9% | Added |
| JFS Wealth Advisors, LLC | 165 | $17.1K | 0.00% | −214−56.5% | Reduced |
| CVA Family Office, LLC | 175 | $18.1K | 0.00% | −5−2.8% | Reduced |
| Hexagon Capital Partners LLC | 179 | $18.6K | 0.00% | −3−1.6% | Reduced |
| Tower View Investment Management & Research LLC | 185 | $19.2K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 192 | $19.9K | 0.00% | −44−18.6% | Reduced |
| Catalyst Funds Management Pty Ltd | 200 | $20.7K | 0.01% | −200−50.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 200 | $20.7K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 200 | $20.7K | 0.01% | +200 | New |
| Security National Bank | 201 | $20.8K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 202 | $20.9K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 209 | $21.7K | 0.00% | −5−2.3% | Reduced |
| Bell Investment Advisors, Inc | 226 | $23.4K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 227 | $23.5K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 230 | $23.8K | 0.01% | +6+2.7% | Added |