| Resources Management Corp | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 30 | $0 | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 1 | $22 | 0.00% | −619−99.8% | Reduced |
| Asset Planning,Inc | 1 | $22 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 1 | $22 | 0.00% | +1 | New |
| Raffa Wealth Management, LLC | 2 | $43 | 0.00% | +2 | New |
| Innovative Asset Advisors Group, LLC | 2 | $43 | 0.00% | +2 | New |
| Seneschal Advisors, LLC | 2 | $44 | 0.00% | −5−71.4% | Reduced |
| Albion Financial Group | 2 | $44 | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 3 | $65 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 3 | $65 | 0.00% | +3 | New |
| Capital & Planning, LLC | 4 | $86 | 0.00% | +4 | New |
| Bay Harbor Wealth Management, LLC | 5 | $108 | 0.00% | −15−75.0% | Reduced |
| Sawyer & Company, Inc | 7 | $151 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 8 | $173 | 0.00% | −201−96.2% | Reduced |
| Fortitude Family Office, LLC | 8 | $173 | 0.00% | −53−86.9% | Reduced |
| Elequin Capital LP | 8 | $173 | 0.00% | −44−84.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 8 | $173 | 0.00% | −12−60.0% | Reduced |
| New England Capital Financial Advisors LLC | 8 | $175 | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 9 | $195 | 0.00% | 00.0% | Unchanged |
| Leo H. Evart, Inc. | 9 | $195 | 0.00% | +9 | New |
| Sarver Vrooman Wealth Advisors | 10 | $216 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 10 | $236 | 0.00% | −1−9.1% | Reduced |
| Davis Capital Management | 11 | $238 | 0.00% | −10−47.6% | Reduced |
| 1620 Investment Advisors, Inc. | 12 | $259 | 0.00% | −2,024−99.4% | Reduced |
| Pacific Center for Financial Services | 12 | $260 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 13 | $281 | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 14 | $310 | 0.00% | −43−75.4% | Reduced |
| Manning & Napier Advisors LLC | 15 | $314 | 0.00% | −128−89.5% | Reduced |
| Vermillion Wealth Management, Inc. | 18 | $389 | 0.00% | +8+80.0% | Added |
| Marquette Asset Management, LLC | 19 | $411 | 0.00% | +19 | New |
| Ameriflex Group, Inc. | 20 | $432 | 0.00% | −405−95.3% | Reduced |
| Gill Capital Partners, LLC | 20 | $432 | 0.00% | +20 | New |
| South State Corp. | 20 | $433 | 0.00% | +20 | New |
| Key Financial Inc | 21 | $454 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 22 | $476 | 0.00% | −33−60.0% | Reduced |
| MV Capital Management, Inc. | 23 | $498 | 0.00% | −19−45.2% | Reduced |
| Indiana Trust & Investment Management CO | 25 | $541 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 28 | $605 | 0.00% | +18+180.0% | Added |
| Bernard Wealth Management Corp. | 30 | $649 | 0.00% | −1,250−97.7% | Reduced |
| Quaker Wealth Management, LLC | 30 | $649 | 0.00% | −60−66.7% | Reduced |
| MBM Wealth Consultants, LLC | 30 | $649 | 0.00% | +30 | New |
| Portus Wealth Advisors, LLC | 30 | $649 | 0.00% | +30 | New |
| Beacon Investment Advisory Services, Inc. | 33 | $714 | 0.00% | +33 | New |
| REAP Financial Group, LLC | 34 | $735 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 35 | $757 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 35 | $776 | 0.00% | −29−45.3% | Reduced |
| Sound Income Strategies, LLC | 40 | $886 | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 42 | $908 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 42 | $908 | 0.00% | +42 | New |
| Sunrise Financial Services, LLC | 42 | $908 | 0.00% | +42 | New |
| Cornerstone Planning Group LLC | 39 | $943 | 0.00% | −133−77.3% | Reduced |
| Centerpoint Advisors, LLC | 50 | $1.00K | 0.00% | −25−33.3% | Reduced |
| Capital Advisors, Ltd. LLC | 31 | $1.00K | 0.00% | −28−47.5% | Reduced |
| Avion Wealth | 52 | $1.00K | 0.00% | +10+23.8% | Added |
| Phillip James Consulting Co. | 50 | $1.00K | 0.00% | +50 | New |
| PayPay Securities Corp | 44 | $1.04K | 0.04% | +10+29.4% | Added |
| Purpose Unlimited Inc. | 50 | $1.08K | 0.00% | −172−77.5% | Reduced |
| MTM Investment Management, LLC | 50 | $1.08K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 50 | $1.08K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 50 | $1.08K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 50 | $1.08K | 0.00% | +50 | New |
| Fairscale Capital, LLC | 51 | $1.10K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 45 | $1.10K | 0.00% | +45 | New |
| JFS Wealth Advisors, LLC | 52 | $1.13K | 0.00% | −49−48.5% | Reduced |
| Retirement Wealth Solutions LLC | 58 | $1.25K | 0.00% | −41−41.4% | Reduced |
| Harbor Investment Advisory, LLC | 60 | $1.30K | 0.00% | −19,121−99.7% | Reduced |
| Thompson Investment Management, Inc. | 60 | $1.30K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 60 | $1.30K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 62 | $1.34K | 0.00% | −19−23.5% | Reduced |
| Triumph Capital Management | 67 | $1.45K | 0.00% | −2,506−97.4% | Reduced |
| Ronald Blue Trust, Inc. | 70 | $1.51K | 0.00% | −15−17.6% | Reduced |
| St. Johns Investment Management Company, LLC | 70 | $1.51K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 77 | $1.67K | 0.00% | +77 | New |
| Sachetta, LLC | 80 | $1.73K | 0.00% | +24+42.9% | Added |
| Aspect Partners, LLC | 85 | $1.84K | 0.00% | 00.0% | Unchanged |
| Merkkuri Wealth Advisors LLC | 91 | $1.98K | 0.00% | +91 | New |
| Private Wealth Management Group, LLC | 92 | $1.99K | 0.00% | −15−14.0% | Reduced |
| First PREMIER Bank | 96 | $2.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 115 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 97 | $2.10K | 0.00% | +46+90.2% | Added |
| First Command Advisory Services, Inc. | 98 | $2.12K | 0.00% | −56−36.4% | Reduced |
| Caldwell Sutter Capital, Inc. | 100 | $2.16K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 100 | $2.16K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 100 | $2.16K | 0.00% | +100 | New |
| Bank & Trust Co | 111 | $2.40K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 121 | $2.62K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 125 | $2.70K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 130 | $2.81K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 125 | $2.86K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 136 | $2.94K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 137 | $2.96K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 140 | $3.03K | 0.00% | +44+45.8% | Added |
| Truvestments Capital LLC | 143 | $3.09K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 150 | $3.24K | 0.00% | −418−73.6% | Reduced |
| Chesapeake Asset Management LLC | 150 | $3.24K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 155 | $3.35K | 0.00% | −87−36.0% | Reduced |
| Chilton Capital Management LLC | 159 | $3.44K | 0.00% | +159 | New |
| Ancora Advisors, LLC | 165 | $3.57K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 169 | $3.65K | 0.00% | 00.0% | Unchanged |