| Avion Wealth | 3 | $0 | 0.00% | +3 | New |
| Summit Wealth Group, LLC | 109,889 | $0 | 0.00% | +109,889 | New |
| Capstone Investment Advisors, LLC | 1 | $252 | 0.00% | −4,715−100.0% | Reduced |
| Delos Wealth Advisors, LLC | 2 | $505 | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 2 | $505 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 252 | $533 | 0.02% | −13−4.9% | Reduced |
| AllSquare Wealth Management LLC | 3 | $756 | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 3 | $759 | 0.00% | −8−72.7% | Reduced |
| Coston, McIsaac & Partners | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 4 | $1.01K | 0.00% | +4 | New |
| PSI Advisors, LLC | 6 | $1.51K | 0.00% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 400,240 | $1.59K | 0.01% | +400,240 | New |
| WestEnd Advisors, LLC | – | $2.02K | 0.00% | – | – |
| BOK Financial Private Wealth, Inc. | 8 | $2.02K | 0.00% | +8 | New |
| Country Trust Bank | 9 | $2.27K | 0.00% | −4−30.8% | Reduced |
| Legend Financial Advisors, Inc. | 10 | $2.52K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 11 | $2.77K | 0.00% | +11 | New |
| Hazlett, Burt & Watson, Inc. | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 11 | $3.00K | 0.00% | +11 | New |
| Tfo-TDC, LLC | 12 | $3.02K | 0.00% | +12 | New |
| Longfellow Investment Management Co LLC | 13 | $3.28K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 14 | $3.53K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 14 | $3.53K | 0.00% | +14 | New |
| PayPay Securities Corp | 16 | $4.03K | 0.27% | −11−40.7% | Reduced |
| Ruedi Wealth Management, Inc. | 18 | $4.54K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 18 | $4.54K | 0.00% | +18 | New |
| SkyView Investment Advisors, LLC | 19 | $5.00K | 0.00% | +19 | New |
| First Personal Financial Services | 20 | $5.04K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 20 | $5.04K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 20 | $5.04K | 0.00% | +20 | New |
| SJS Investment Consulting Inc. | 21 | $5.29K | 0.00% | −5−19.2% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 21 | $5.29K | 0.00% | +21 | New |
| Disciplined Investments, LLC | 22 | $5.54K | 0.00% | −1−4.3% | Reduced |
| Belmont Capital, LLC | 22 | $5.54K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 22 | $5.54K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 24 | $6.05K | 0.00% | −11−31.4% | Reduced |
| Horizons Wealth Management | 24 | $6.05K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 24 | $6.05K | 0.00% | +20+500.0% | Added |
| New Millennium Group LLC | 25 | $6.30K | 0.01% | +10+66.7% | Added |
| Paladin Advisory Group, LLC | 25 | $6.30K | 0.01% | +25 | New |
| Princeton Global Asset Management LLC | 25 | $6.31K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 26 | $6.55K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 26 | $7.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 26 | $7.00K | 0.00% | +26 | New |
| Kathleen S. Wright Associates Inc. | 28 | $7.06K | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 28 | $7.07K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 29 | $7.31K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 30 | $7.56K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 30 | $7.56K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 32 | $8.07K | 0.00% | +32 | New |
| True Wealth Design, LLC | 34 | $8.57K | 0.00% | +29+580.0% | Added |
| Worth Asset Management, LLC | 37 | $9.32K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 40 | $10.0K | 0.00% | 00.0% | Unchanged |
| HWG Holdings LP | 40 | $10.1K | 0.01% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 42 | $10.6K | 0.07% | +42 | New |
| Tucker Asset Management LLC | 43 | $10.8K | 0.00% | +35+437.5% | Added |
| Byrne Asset Management LLC | 45 | $11.0K | 0.01% | +13+40.6% | Added |
| Schubert & Co | 47 | $11.8K | 0.01% | −16−25.4% | Reduced |
| Rise Advisors, LLC | 47 | $11.9K | 0.01% | +6+14.6% | Added |
| McClarren Financial Advisors, Inc. | 51 | $12.0K | 0.01% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 50 | $12.0K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 50 | $12.6K | 0.00% | −100−66.7% | Reduced |
| Twin Lakes Capital Management, LLC | 55 | $14.0K | 0.01% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 43 | $15.0K | 0.01% | +43 | New |
| Missouri Trust & Investment Co | 60 | $15.1K | 0.01% | +20+50.0% | Added |
| Oliver Lagore Vanvalin Investment Group | 67 | $16.9K | 0.01% | −25−27.2% | Reduced |
| PrairieView Partners, LLC | 75 | $18.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 70 | $18.0K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 75 | $18.9K | 0.01% | 00.0% | Unchanged |
| Ranger Investment Management, L.P. | 79 | $19.9K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 79 | $19.9K | 0.01% | +44+125.7% | Added |
| 25 LLC | 84 | $20.1K | 0.01% | +84 | New |
| Orion Capital Management LLC | 80 | $20.2K | 0.01% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 84 | $21.2K | 0.01% | +84 | New |
| Maryland Capital Advisors Inc. | 85 | $21.4K | 0.02% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 98 | $24.7K | 0.01% | −7−6.7% | Reduced |
| RE Dickinson Investment Advisors, LLC | 100 | $25.0K | 0.01% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 100 | $25.2K | 0.01% | +100 | New |
| GPS Wealth Strategies Group, LLC | 101 | $25.4K | 0.01% | +101 | New |
| Raffa Wealth Management, LLC | 104 | $26.2K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 105 | $26.5K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 115 | $29.0K | 0.01% | +14+13.9% | Added |
| Silicon Valley Capital Partners | 117 | $29.5K | 0.01% | +117 | New |
| Resources Management Corp | 287 | $31.0K | 0.01% | −52,653−99.5% | Reduced |
| Stone House Investment Management, LLC | 125 | $31.5K | 0.01% | +125 | New |
| Raleigh Capital Management Inc. | 125 | $31.6K | 0.02% | +51+68.9% | Added |
| Atwood & Palmer Inc | 126 | $31.8K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 130 | $32.8K | 0.02% | −6−4.4% | Reduced |
| Disciplina Capital Management LLC | 132 | $33.2K | 0.01% | −13−9.0% | Reduced |
| America First Investment Advisors, LLC | 134 | $33.8K | 0.01% | +134 | New |
| Tortoise Investment Management, LLC | 135 | $34.0K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 138 | $34.8K | 0.03% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 140 | $35.0K | 0.04% | 00.0% | Unchanged |
| Accel Wealth Management | 144 | $36.3K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 146 | $36.8K | 0.01% | −2,500−94.5% | Reduced |
| Kistler-Tiffany Companies, LLC | 147 | $37.0K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 150 | $37.8K | 0.00% | +107+248.8% | Added |
| Hanson & Doremus Investment Management | 150 | $38.0K | 0.01% | −36−19.4% | Reduced |
| Kozak & Associates, Inc. | 152 | $38.4K | 0.02% | −29−16.0% | Reduced |
| Beacon Capital Management, LLC | 155 | $39.1K | 0.01% | −1−0.6% | Reduced |