| Ogorek Anthony Joseph | 3 | $0 | 0.00% | +3 | New |
| Retirement Wealth Solutions LLC | 1 | $147 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 1 | $149 | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 2 | $273 | 0.00% | +2 | New |
| Bokf, NA | 2 | $297 | 0.00% | −4−66.7% | Reduced |
| Principia Wealth Advisory, LLC | 3 | $407 | 0.00% | −4−57.1% | Reduced |
| Winnow Wealth LLC | 3 | $434 | 0.00% | +1+50.0% | Added |
| Colonial Trust Co | 4 | $594 | 0.00% | −11−73.3% | Reduced |
| NVWM, LLC | 4 | $594 | 0.00% | +1+33.3% | Added |
| Brown, Lisle/Cummings, Inc. | 4 | $594 | 0.00% | +4 | New |
| N.E.W. Advisory Services LLC | 4 | $594 | 0.00% | +4 | New |
| American Capital Advisory, LLC | 4 | $594 | 0.00% | +4 | New |
| ORG Partners LLC | 5 | $739 | 0.00% | +5 | New |
| Chesapeake Asset Management LLC | 5 | $742 | 0.00% | +5 | New |
| Ameriflex Group, Inc. | 6 | $891 | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 6 | $891 | 0.00% | +6 | New |
| BOK Financial Private Wealth, Inc. | 7 | $1.04K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 8 | $1.19K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 8 | $1.19K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 9 | $1.34K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 9 | $1.34K | 0.00% | +9 | New |
| Bare Financial Services, Inc | 9 | $1.34K | 0.00% | +9 | New |
| Private Wealth Asset Management, LLC | 10 | $1.49K | 0.00% | +10 | New |
| Dogwood Wealth Management LLC | 10 | $1.49K | 0.00% | +10 | New |
| Clark Wealth Partners | 11 | $1.63K | 0.00% | +2+22.2% | Added |
| Greenline Partners, LLC | 11 | $1.63K | 0.00% | +11 | New |
| North Capital, Inc. | 11 | $1.63K | 0.00% | +11 | New |
| Hollencrest Capital Management | 13 | $1.93K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 13 | $1.93K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 14 | $2.08K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 14 | $2.08K | 0.00% | +14 | New |
| Hughes Financial Services, LLC | 15 | $2.22K | 0.00% | +15 | New |
| Iron Horse Wealth Management, LLC | 15 | $2.23K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 15 | $2.23K | 0.00% | +4+36.4% | Added |
| Whipplewood Advisors, LLC | 24 | $2.38K | 0.00% | +8+50.0% | Added |
| Activest Wealth Management | 16 | $2.38K | 0.00% | +16 | New |
| Independence Bank of Kentucky | 17 | $2.52K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 17 | $2.52K | 0.00% | +9+112.5% | Added |
| Raffa Wealth Management, LLC | 18 | $2.67K | 0.00% | 00.0% | Unchanged |
| Motco | 18 | $2.67K | 0.00% | +18 | New |
| Harbor Investment Advisory, LLC | 19 | $2.82K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 19 | $2.82K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 20 | $2.83K | 0.00% | +11+122.2% | Added |
| TD Waterhouse Canada Inc. | 20 | $2.96K | 0.00% | −6−23.1% | Reduced |
| Sachetta, LLC | 20 | $2.97K | 0.00% | −8−28.6% | Reduced |
| St Germain D J Co Inc | 20 | $2.97K | 0.00% | +20 | New |
| Abound Wealth Management | 20 | $2.97K | 0.00% | −7−25.9% | Reduced |
| Loomis Sayles & Co L P | 20 | $3.00K | 0.00% | +20 | New |
| Darwin Advisors, LLC | 21 | $3.14K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 22 | $3.27K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 22 | $3.27K | 0.00% | +22 | New |
| Gold Investment Management Ltd. | 24 | $3.56K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 25 | $3.69K | 0.00% | −7−21.9% | Reduced |
| Legacy Wealth Managment, LLC | 25 | $3.71K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 25 | $3.71K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 25 | $3.71K | 0.00% | +25 | New |
| Wolff Wiese Magana LLC | 27 | $4.01K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 30 | $4.46K | 0.01% | −4−11.8% | Reduced |
| Key Financial Inc | 31 | $4.60K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 32 | $4.75K | 0.00% | +7+28.0% | Added |
| Avion Wealth | 39 | $5.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 34 | $5.05K | 0.00% | −33−49.3% | Reduced |
| Bogart Wealth, LLC | 36 | $5.35K | 0.00% | +6+20.0% | Added |
| Financial Management Professionals, Inc. | 39 | $5.79K | 0.00% | −1−2.5% | Reduced |
| Red Tortoise LLC | 39 | $5.79K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 41 | $6.09K | 0.01% | +41 | New |
| Sound Income Strategies, LLC | 46 | $6.83K | 0.00% | +36+360.0% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 47 | $6.98K | 0.00% | +47 | New |
| Evolution Advisers, Inc. | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 50 | $7.42K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 51 | $7.57K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 53 | $7.87K | 0.00% | +50+1,666.7% | Added |
| Gould Capital, LLC | 55 | $8.17K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 55 | $8.17K | 0.00% | +29+111.5% | Added |
| Fortitude Family Office, LLC | 60 | $8.91K | 0.00% | −10−14.3% | Reduced |
| LRI Investments, LLC | 64 | $9.50K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 65 | $9.65K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 65 | $9.65K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 65 | $9.65K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 75 | $11.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 77 | $11.4K | 0.00% | −36−31.9% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 83 | $12.3K | 0.00% | +83 | New |
| Saudi Central Bank | 83 | $12.3K | 0.07% | +83 | New |
| Carolinas Wealth Consulting LLC | 88 | $13.1K | 0.00% | −9−9.3% | Reduced |
| MV Capital Management, Inc. | 88 | $13.1K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 90 | $13.4K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 92 | $13.7K | 0.00% | +84+1,050.0% | Added |
| South State Corp. | 92 | $13.7K | 0.00% | +92 | New |
| Plato Investment Management Ltd | 94 | $14.1K | 0.00% | −305−76.4% | Reduced |
| TD Private Client Wealth LLC | 100 | $14.8K | 0.00% | −109−52.2% | Reduced |
| Heritage Wealth Advisors | 100 | $14.8K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 100 | $14.8K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 102 | $15.1K | 0.00% | −66−39.3% | Reduced |
| Twin Tree Management, LP | 104 | $15.4K | 0.00% | +104 | New |
| GW&K Investment Management, LLC | 110 | $16.0K | 0.00% | +4+3.8% | Added |
| Kestra Investment Management, LLC | 109 | $16.2K | 0.00% | −252−69.8% | Reduced |
| Wiser Advisor Group LLC | 116 | $17.2K | 0.03% | +2+1.8% | Added |
| Creative Financial Designs Inc | 118 | $17.5K | 0.00% | +2+1.7% | Added |
| Sunbelt Securities, Inc. | 119 | $17.6K | 0.00% | +1+0.8% | Added |
| Richards, Merrill & Peterson, Inc. | 125 | $18.6K | 0.01% | 00.0% | Unchanged |