| Birchbrook, Inc. | 0 | $2 | 0.00% | 0 | Unchanged |
| Dogwood Wealth Management LLC | 0 | $10 | 0.00% | 0 | Unchanged |
| Ridgewood Investments LLC | 1 | $50 | 0.00% | +1 | New |
| McClarren Financial Advisors, Inc. | 97 | $59 | 0.04% | −519−84.3% | Reduced |
| Cherry Tree Wealth Management, LLC | 5 | $437 | 0.00% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 6 | $582 | 0.00% | +6 | New |
| WestEnd Advisors, LLC | 7 | $679 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 9 | $884 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 10 | $1.01K | 0.00% | +10 | New |
| Caitlin John, LLC | 11 | $1.02K | 0.00% | +1+10.0% | Added |
| Cassady Schiller Wealth Management, LLC | 15 | $1.46K | 0.00% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 15 | $1.46K | 0.00% | +15 | New |
| Rakuten Securities, Inc. | 16 | $1.55K | 0.00% | −371−95.9% | Reduced |
| Highline Wealth Partners LLC | 22 | $2.13K | 0.00% | +6+37.5% | Added |
| Financial Network Wealth Advisors LLC | 22 | $2.13K | 0.00% | +22 | New |
| Richard W. Paul & Associates, LLC | 26 | $2.52K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 36 | $3.00K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 32 | $3.10K | 0.00% | −3,773−99.2% | Reduced |
| Country Trust Bank | 38 | $3.69K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 39 | $3.79K | 0.00% | +7+21.9% | Added |
| Keener Financial Planning LLC | 47 | $4.00K | 0.00% | −43−47.8% | Reduced |
| Pin Oak Investment Advisors Inc | 46 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 42 | $4.08K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 46 | $4.44K | 0.00% | +4+9.5% | Added |
| Fairway Wealth LLC | 47 | $4.56K | 0.00% | +47 | New |
| Atlas Capital Advisors LLC | 48 | $4.66K | 0.00% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 48 | $4.66K | 0.00% | +48 | New |
| ESL Trust Services, LLC | 51 | $4.95K | 0.00% | +51 | New |
| Unique Wealth Strategies, LLC | 55 | $4.95K | 0.00% | +55 | New |
| Private Wealth Management Group, LLC | 60 | $5.82K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 66 | $6.00K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 63 | $6.07K | 0.00% | +63 | New |
| Legacy Bridge, LLC | 64 | $6.21K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 64 | $6.21K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 68 | $7.00K | 0.00% | +68 | New |
| Carolina Wealth Advisors, LLC | 74 | $7.18K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 83 | $8.08K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 89 | $8.64K | 0.01% | +37+71.2% | Added |
| Hallmark Capital Management Inc | 100 | $9.70K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 100 | $9.70K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 100 | $9.70K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 100 | $9.70K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 100 | $9.70K | 0.00% | 00.0% | Unchanged |
| ZynergyRetirementPlanningLLC | 100 | $9.70K | 0.01% | +100 | New |
| New Millennium Group LLC | 104 | $10.1K | 0.01% | +104 | New |
| RFP Financial Group LLC | 105 | $10.2K | 0.00% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 111 | $10.8K | 0.00% | +111 | New |
| Davis Capital Management | 113 | $10.8K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 112 | $10.8K | 0.00% | +112 | New |
| Macroview Investment Management LLC | 123 | $12.0K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 124 | $12.0K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 126 | $12.0K | 0.00% | +51+68.0% | Added |
| Larson Financial Group LLC | 127 | $12.3K | 0.00% | +29+29.6% | Added |
| Raffa Wealth Management, LLC | 129 | $12.5K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 133 | $12.9K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 136 | $13.2K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 140 | $13.6K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 150 | $14.6K | 0.01% | −30−16.7% | Reduced |
| Meeder Asset Management Inc | 164 | $15.9K | 0.00% | +20+13.9% | Added |
| Syntax Research, Inc. | 165 | $16.0K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 165 | $16.0K | 0.01% | +2+1.2% | Added |
| Creekmur Asset Management LLC | 167 | $16.2K | 0.00% | −7−4.0% | Reduced |
| Legend Financial Advisors, Inc. | 173 | $16.8K | 0.01% | −16−8.5% | Reduced |
| Planning Capital Management Corp | 196 | $19.0K | 0.01% | +1+0.5% | Added |
| Atticus Wealth Management, LLC | 196 | $19.0K | 0.01% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 200 | $19.4K | 0.01% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 201 | $19.5K | 0.01% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 205 | $19.9K | 0.01% | −90−30.5% | Reduced |
| Trust Co | 207 | $20.1K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 208 | $20.2K | 0.00% | +190+1,055.6% | Added |
| Winch Advisory Services, LLC | 213 | $20.7K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 215 | $20.9K | 0.02% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 213 | $21.4K | 0.01% | +213 | New |
| SJS Investment Consulting Inc. | 228 | $22.1K | 0.00% | +6+2.7% | Added |
| West Paces Advisors Inc. | 231 | $22.4K | 0.01% | 00.0% | Unchanged |
| Lynx Investment Advisory | 242 | $23.5K | 0.02% | +242 | New |
| Princeton Global Asset Management LLC | 248 | $24.1K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 250 | $24.3K | 0.01% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 255 | $24.7K | 0.01% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 260 | $25.0K | 0.02% | +260 | New |
| Accordant Advisory Group Inc | 260 | $25.2K | 0.02% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 261 | $25.3K | 0.00% | −59−18.4% | Reduced |
| Gould Capital, LLC | 267 | $25.9K | 0.02% | +4+1.5% | Added |
| Hoese & Co LLP | 285 | $26.5K | 0.02% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 273 | $26.5K | 0.02% | 00.0% | Unchanged |
| Tanaka Capital Management Inc | 278 | $27.0K | 0.06% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 280 | $27.2K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 288 | $28.0K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 291 | $28.2K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 294 | $28.5K | 0.00% | −74−20.1% | Reduced |
| Barrett & Company, Inc. | 300 | $29.1K | 0.01% | 00.0% | Unchanged |
| DAGCO, Inc. | 300 | $29.1K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 307 | $29.8K | 0.00% | −335−52.2% | Reduced |
| Union Savings Bank | 309 | $30.0K | 0.02% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 327 | $31.7K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 330 | $32.0K | 0.01% | −24−6.8% | Reduced |
| WealthCollab, LLC | 331 | $32.1K | 0.02% | +14+4.4% | Added |
| Zions Bancorporation, N.A. | 339 | $32.9K | 0.00% | −39−10.3% | Reduced |
| BNP Paribas | 350 | $34.0K | 0.00% | −84,751−99.6% | Reduced |
| Ransom Advisory, Ltd | 350 | $34.0K | 0.02% | 00.0% | Unchanged |