| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Westend Capital Management, LLC | 1 | $97 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 1 | $100 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 1 | $100 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1 | $100 | 0.00% | +1 | New |
| DHJJ Financial Advisors, Ltd. | 2 | $200 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $200 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 2 | $200 | 0.00% | +2 | New |
| Cape Investment Advisory, Inc. | 3 | $299 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4 | $398 | 0.00% | −27−87.1% | Reduced |
| Core Alternative Capital | 4 | $399 | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 4 | $399 | 0.00% | +4 | New |
| Carolinas Wealth Consulting LLC | 5 | $499 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 6 | $598 | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 6 | $598 | 0.00% | +6 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $599 | 0.00% | +1+20.0% | Added |
| Whittier Trust Co of Nevada Inc | 7 | $697 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 7 | $698 | 0.00% | −165−95.9% | Reduced |
| Opal Wealth Advisors, LLC | 7 | $698 | 0.00% | +7 | New |
| MCF Advisors LLC | 8 | $798 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 8 | $798 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 15 | $1.00K | 0.00% | −11−42.3% | Reduced |
| Valley National Advisers Inc | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 11 | $1.10K | 0.00% | −4−26.7% | Reduced |
| Quent Capital, LLC | 13 | $1.30K | 0.00% | −51−79.7% | Reduced |
| Fortitude Family Office, LLC | 13 | $1.30K | 0.00% | +1+8.3% | Added |
| Unique Wealth Strategies, LLC | 11 | $1.33K | 0.00% | +11 | New |
| Raffa Wealth Management, LLC | 14 | $1.40K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 15 | $1.50K | 0.00% | −1−6.3% | Reduced |
| Salem Investment Counselors Inc | 15 | $1.50K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 15 | $1.50K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 15 | $1.50K | 0.00% | +5+50.0% | Added |
| Dunhill Financial, LLC | 16 | $1.58K | 0.00% | +3+23.1% | Added |
| Gen-Wealth Partners Inc | 16 | $1.59K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 17 | $1.70K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 18 | $1.79K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 20 | $1.99K | 0.00% | +20 | New |
| American National Bank | 20 | $1.99K | 0.00% | +20 | New |
| Manchester Capital Management LLC | 20 | $2.00K | 0.00% | −202−91.0% | Reduced |
| Avion Wealth | 23 | $2.00K | 0.00% | +4+21.1% | Added |
| Continuum Advisory, LLC | 21 | $2.09K | 0.00% | −7−25.0% | Reduced |
| Prestige Wealth Management Group LLC | 21 | $2.09K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 21 | $2.09K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 21 | $2.09K | 0.00% | +21 | New |
| Abich Financial Wealth Management LLC | 22 | $2.19K | 0.00% | +20+1,000.0% | Added |
| Sachetta, LLC | 21 | $2.30K | 0.00% | +12+133.3% | Added |
| Assetmark, Inc | 24 | $2.39K | 0.00% | +24 | New |
| Bell Investment Advisors, Inc | 24 | $2.39K | 0.00% | +5+26.3% | Added |
| Barrett & Company, Inc. | 25 | $2.49K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 25 | $2.49K | 0.00% | 00.0% | Unchanged |
| City State Bank | 29 | $2.89K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 30 | $2.99K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 30 | $2.99K | 0.00% | +15+100.0% | Added |
| GHP Investment Advisors, Inc. | 30 | $2.99K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 30 | $3.00K | 0.00% | −30−50.0% | Reduced |
| Wetzel Investment Advisors, Inc. | 25 | $3.02K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 33 | $3.29K | 0.00% | +8+32.0% | Added |
| St Germain D J Co Inc | 35 | $3.49K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 38 | $3.79K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 40 | $3.99K | 0.00% | +10+33.3% | Added |
| PayPay Securities Corp | 46 | $4.59K | 0.38% | +3+7.0% | Added |
| Gilliland Jeter Wealth Management LLC | 46 | $4.59K | 0.00% | +46 | New |
| Pacifica Partners Inc. | 50 | $4.96K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 50 | $4.99K | 0.00% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 50 | $4.99K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 52 | $5.18K | 0.00% | +52 | New |
| Tidemark, LLC | 54 | $5.38K | 0.00% | −43−44.3% | Reduced |
| Zions Bancorporation, N.A. | 70 | $6.98K | 0.00% | +35+100.0% | Added |
| Piscataqua Savings Bank | 75 | $7.48K | 0.01% | −100−57.1% | Reduced |
| Lowe Wealth Advisors, LLC | 75 | $7.48K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 89 | $8.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 85 | $8.00K | 0.00% | +24+39.3% | Added |
| RFP Financial Group LLC | 83 | $8.28K | 0.00% | −65−43.9% | Reduced |
| Millburn Ridgefield Corp | 85 | $8.47K | 0.00% | +6+7.6% | Added |
| Catalyst Capital Advisors LLC | 85 | $8.47K | 0.00% | +6+7.6% | Added |
| SRS Capital Advisors, Inc. | 87 | $8.68K | 0.00% | +87 | New |
| Farmers & Merchants Investments Inc | 91 | $9.07K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 94 | $9.37K | 0.00% | −185−66.3% | Reduced |
| USCF Advisers LLC | 100 | $9.97K | 1.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 100 | $9.97K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 100 | $9.97K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 105 | $10.5K | 0.00% | +105 | New |
| Atlantic Trust, LLC | 110 | $11.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 111 | $11.1K | 0.00% | +36+48.0% | Added |
| Arlington Trust Co LLC | 113 | $11.3K | 0.00% | −54−32.3% | Reduced |
| Whittier Trust Co | 115 | $11.5K | 0.00% | +2+1.8% | Added |
| Rise Advisors, LLC | 117 | $11.7K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 119 | $11.9K | 0.00% | +4+3.5% | Added |
| TFC Financial Management | 123 | $12.3K | 0.00% | −1−0.8% | Reduced |
| EverSource Wealth Advisors, LLC | 108 | $12.4K | 0.00% | −4−3.6% | Reduced |
| CGC Financial Services, LLC | 127 | $12.7K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 131 | $13.1K | 0.00% | +107+445.8% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 139 | $13.5K | 0.00% | +24+20.9% | Added |
| Edmond de Rothschild Holding S.A. | 140 | $14.0K | 0.00% | −5,533−97.5% | Reduced |
| Covestor Ltd | 139 | $14.0K | 0.01% | +36+35.0% | Added |
| Riverview Trust Co | 142 | $14.2K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 144 | $14.4K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 145 | $14.5K | 0.00% | +139+2,316.7% | Added |