| Harvest Fund Management Co., Ltd | 1 | $0 | 0.00% | −8−88.9% | Reduced |
| Evolution Advisers, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 3 | $0 | 0.00% | +3 | New |
| Raiffeisen Bank International AG | 2 | $526 | 0.00% | +2 | New |
| Activest Wealth Management | 2 | $527 | 0.00% | +2 | New |
| True Wealth Design, LLC | 3 | $725 | 0.00% | −108−97.3% | Reduced |
| Horizon Financial Services, LLC | 3 | $790 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 3 | $790 | 0.00% | +3 | New |
| Breakwater Investment Management | 3 | $791 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 4 | $1.00K | 0.00% | +4 | New |
| Anderson Financial Strategies, LLC | 4 | $1.05K | 0.00% | +4 | New |
| WealthCollab, LLC | 6 | $1.58K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 6 | $1.58K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 6 | $1.58K | 0.00% | +6 | New |
| Winnow Wealth LLC | 8 | $1.85K | 0.00% | +8 | New |
| NBC Securities, Inc. | 7 | $1.93K | 0.18% | −8,685−99.9% | Reduced |
| FPC Investment Advisory, Inc. | 8 | $2.06K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 9 | $2.37K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 10 | $2.63K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 10 | $2.63K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 10 | $2.63K | 0.00% | +10 | New |
| Parvin Asset Management, LLC | 10 | $2.63K | 0.00% | +10 | New |
| Pacifica Partners Inc. | 12 | $3.13K | 0.00% | −100−89.3% | Reduced |
| Quarry LP | 12 | $3.16K | 0.00% | −1,930−99.4% | Reduced |
| SWAN Capital LLC | 12 | $3.16K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 12 | $3.16K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 12 | $3.16K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 12 | $3.16K | 0.00% | +12 | New |
| First Community Trust NA | 13 | $3.42K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 14 | $3.69K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 14 | $3.70K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 14 | $3.71K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 14 | $3.72K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 15 | $3.95K | 0.00% | 00.0% | Unchanged |
| Fedenia Advisers LLC | 15 | $3.95K | 0.00% | +15 | New |
| Conquis Financial LLC | 15 | $3.95K | 0.00% | +15 | New |
| Wolff Wiese Magana LLC | 15 | $3.95K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 16 | $4.22K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 17 | $4.48K | 0.00% | +11+183.3% | Added |
| Moisand Fitzgerald Tamayo, LLC | 17 | $4.48K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 18 | $4.77K | 0.01% | +18 | New |
| Colonial Trust Advisors | 19 | $5.01K | 0.00% | −143−88.3% | Reduced |
| Stephens Consulting, LLC | 19 | $5.01K | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 20 | $5.27K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 20 | $5.27K | 0.00% | +20 | New |
| Capital A Wealth Management, LLC | 20 | $5.27K | 0.01% | +20 | New |
| Montag A & Associates Inc | 21 | $5.53K | 0.00% | −210−90.9% | Reduced |
| Bellevue Asset Management, LLC | 22 | $5.80K | 0.00% | +22 | New |
| Vermillion & White Wealth Management Group, LLC | 22 | $5.80K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 23 | $6.06K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 24 | $6.32K | 0.00% | +24 | New |
| Country Trust Bank | 25 | $6.59K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 25 | $6.59K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 26 | $6.85K | 0.00% | +26 | New |
| Duncker Streett & Co Inc | 27 | $7.11K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 27 | $7.11K | 0.00% | 00.0% | Unchanged |
| Atala Financial Inc | 28 | $7.38K | 0.01% | +28 | New |
| Rialto Wealth Management, LLC | 29 | $7.64K | 0.00% | +29 | New |
| Keener Financial Planning LLC | 31 | $8.00K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 32 | $8.43K | 0.01% | +32 | New |
| Ruedi Wealth Management, Inc. | 33 | $8.70K | 0.00% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 32 | $9.67K | 0.00% | +32 | New |
| McIlrath & Eck, LLC | 37 | $9.75K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 37 | $9.75K | 0.00% | +37 | New |
| Valley National Advisers Inc | 39 | $10.0K | 0.00% | +15+62.5% | Added |
| Westend Capital Management, LLC | 38 | $10.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 38 | $10.0K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 38 | $10.1K | 0.00% | −7−15.6% | Reduced |
| Highline Wealth Partners LLC | 39 | $10.3K | 0.00% | −14−26.4% | Reduced |
| HGK Asset Management Inc | 40 | $10.5K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 44 | $11.0K | 0.00% | +13+41.9% | Added |
| Bank & Trust Co | 42 | $11.1K | 0.01% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 44 | $11.6K | 0.01% | +44 | New |
| Legend Financial Advisors, Inc. | 45 | $11.9K | 0.01% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 45 | $11.9K | 0.01% | +45 | New |
| Kennebec Savings Bank | 45 | $11.9K | 0.01% | −5−10.0% | Reduced |
| TFC Financial Management | 47 | $12.4K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 50 | $13.2K | 0.00% | 00.0% | Unchanged |
| Modus Advisors, LLC | 50 | $13.2K | 0.00% | +50 | New |
| Fairway Wealth LLC | 51 | $13.4K | 0.01% | +51 | New |
| Stephenson National Bank & Trust | 53 | $14.0K | 0.00% | −48−47.5% | Reduced |
| Eukles Asset Management | 55 | $14.5K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 55 | $14.5K | 0.00% | +33+150.0% | Added |
| Strategic Investment Solutions, Inc. | 56 | $14.6K | 0.00% | −1−1.8% | Reduced |
| Northwest Capital Management Inc | 56 | $14.7K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 56 | $14.8K | 0.01% | −7−11.1% | Reduced |
| Midwest Capital Advisors, LLC | 56 | $14.8K | 0.01% | +56 | New |
| Cyrus J. Lawrence, LLC | 60 | $15.0K | 0.00% | +60 | New |
| Signature Resources Capital Management, LLC | 59 | $15.5K | 0.01% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 59 | $15.5K | 0.01% | +59 | New |
| PrairieView Partners, LLC | 63 | $16.0K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 61 | $16.1K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 63 | $16.6K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 64 | $16.9K | 0.00% | +18+39.1% | Added |
| Loomis Sayles & Co L P | 65 | $17.0K | 0.00% | −125−65.8% | Reduced |
| Perkins Coie Trust Co | 65 | $17.1K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 68 | $17.9K | 0.01% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 70 | $18.4K | 0.01% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 70 | $18.4K | 0.01% | 00.0% | Unchanged |