| Dogwood Wealth Management LLC | 0 | $4 | 0.00% | 0 | Unchanged |
| Truvestments Capital LLC | 0 | $60 | 0.00% | 0 | Unchanged |
| Tfo-TDC, LLC | 1 | $156 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 1 | $156 | 0.00% | +1 | New |
| Valued Wealth Advisors LLC | 1 | $157 | 0.00% | −1−50.0% | Reduced |
| WestEnd Advisors, LLC | 2 | $312 | 0.00% | −2−50.0% | Reduced |
| Highline Wealth Partners LLC | 2 | $312 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 2 | $313 | 0.00% | −3−60.0% | Reduced |
| ClariVest Asset Management LLC | 3 | $463 | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 3 | $472 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 4 | $624 | 0.00% | −30−88.2% | Reduced |
| Richardson Financial Services Inc. | 4 | $624 | 0.00% | +4 | New |
| NVWM, LLC | 5 | $780 | 0.00% | −795−99.4% | Reduced |
| Tacita Capital Inc | 5 | $780 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 5 | $780 | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 5 | $780 | 0.00% | +5 | New |
| Sittner & Nelson, LLC | 5 | $780 | 0.00% | +5 | New |
| MCF Advisors LLC | 5 | $781 | 0.00% | −42−89.4% | Reduced |
| True Wealth Design, LLC | 5 | $781 | 0.00% | +1+25.0% | Added |
| POM Investment Strategies, LLC | 6 | $936 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 3 | $1.00K | 0.00% | +1+50.0% | Added |
| Wetzel Investment Advisors, Inc. | 7 | $1.02K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 7 | $1.09K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 7 | $1.09K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 8 | $1.25K | 0.00% | −264−97.1% | Reduced |
| Gradient Investments LLC | 8 | $1.25K | 0.00% | −106−93.0% | Reduced |
| Iron Horse Wealth Management, LLC | 8 | $1.25K | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 9 | $1.41K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 9 | $1.43K | 0.00% | −745−98.8% | Reduced |
| Wolff Wiese Magana LLC | 10 | $1.56K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 10 | $1.56K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 10 | $1.56K | 0.00% | +10 | New |
| SOA Wealth Advisors, LLC. | 10 | $1.56K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 10 | $1.60K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 11 | $1.76K | 0.00% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 286,062 | $1.82K | 0.08% | +286,062 | New |
| Aspire Private Capital, LLC | 12 | $1.87K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 18 | $2.00K | 0.00% | −999−98.2% | Reduced |
| TFC Financial Management | 13 | $2.03K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 13 | $2.03K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 15 | $2.34K | 0.00% | +12+400.0% | Added |
| Northwest Investment Counselors, LLC | 15 | $2.34K | 0.00% | +15 | New |
| Carolinas Wealth Consulting LLC | 16 | $2.50K | 0.00% | −4−20.0% | Reduced |
| Northwest Capital Management Inc | 16 | $2.50K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 16 | $2.50K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 16 | $2.50K | 0.00% | +1+6.7% | Added |
| Credential Qtrade Securities Inc. | 17 | $2.65K | 0.00% | −322−95.0% | Reduced |
| Dunhill Financial, LLC | 18 | $2.81K | 0.00% | +3+20.0% | Added |
| Creekmur Asset Management LLC | 19 | $2.96K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 22 | $3.00K | 0.00% | +14+175.0% | Added |
| Country Trust Bank | 20 | $3.12K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 20 | $3.12K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 21 | $3.28K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 21 | $3.28K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 21 | $3.28K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 23 | $3.59K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 24 | $3.75K | 0.00% | +24 | New |
| Sachetta, LLC | 28 | $3.81K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 25 | $3.88K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 25 | $3.90K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 26 | $3.98K | 0.00% | +1+4.0% | Added |
| Activest Wealth Management | 26 | $4.06K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 30 | $4.68K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 32 | $4.99K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 34 | $5.31K | 0.00% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 34 | $5.31K | 0.00% | +34 | New |
| Armstrong Advisory Group, Inc | 40 | $5.44K | 0.00% | 00.0% | Unchanged |
| Motco | 37 | $5.77K | 0.00% | −3−7.5% | Reduced |
| Avion Wealth | 38 | $6.00K | 0.00% | +6+18.8% | Added |
| Pflug Koory, LLC | 42 | $6.55K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 43 | $6.71K | 0.00% | −430−90.9% | Reduced |
| Webster Bank, N. A. | 43 | $6.71K | 0.00% | +43 | New |
| Delos Wealth Advisors, LLC | 44 | $6.87K | 0.01% | +40+1,000.0% | Added |
| Asset Dedication, LLC | 95 | $7.00K | 0.00% | −2−2.1% | Reduced |
| Core Wealth Advisors, Inc. | 45 | $7.02K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 45 | $7.02K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 46 | $7.18K | 0.00% | +46 | New |
| New Covenant Trust Company, N.A. | 48 | $7.49K | 0.01% | +48 | New |
| CGC Financial Services, LLC | 50 | $7.80K | 0.00% | −110−68.8% | Reduced |
| M&R Capital Management Inc | 50 | $7.80K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 50 | $7.80K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 50 | $7.80K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 50 | $7.80K | 0.01% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 50 | $7.80K | 0.01% | +50 | New |
| Private Wealth Management Group, LLC | 51 | $7.96K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 52 | $8.09K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 53 | $8.27K | 0.00% | −9−14.5% | Reduced |
| WealthCollab, LLC | 55 | $8.58K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 62 | $9.72K | 0.00% | −3−4.6% | Reduced |
| Park Place Capital Corp | 64 | $9.99K | 0.00% | −16−20.0% | Reduced |
| Pin Oak Investment Advisors Inc | 65 | $10.0K | 0.01% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 70 | $10.5K | 0.00% | −45−39.1% | Reduced |
| Delta Asset Management LLC | 70 | $10.9K | 0.00% | −40−36.4% | Reduced |
| ICA Group Wealth Management, LLC | 71 | $11.1K | 0.00% | −31−30.4% | Reduced |
| Tortoise Investment Management, LLC | 73 | $11.4K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 73 | $11.4K | 0.00% | −6−7.6% | Reduced |
| Sound Income Strategies, LLC | 76 | $11.9K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 78 | $12.2K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 79 | $12.3K | 0.00% | +13+19.7% | Added |
| Front Row Advisors LLC | 81 | $12.6K | 0.00% | 00.0% | Unchanged |