| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Montag A & Associates Inc | 0 | $5 | 0.00% | 0 | New |
| BOK Financial Private Wealth, Inc. | 0 | $12 | 0.00% | 0 | New |
| Kayne Anderson Rudnick Investment Management LLC | 2 | $32 | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 807 | $32 | 0.00% | +39+5.1% | Added |
| Mendota Financial Group, LLC | 4 | $59 | 0.00% | +4 | New |
| West Branch Capital LLC | 8 | $118 | 0.00% | +8 | New |
| Rakuten Securities, Inc. | 8 | $118 | 0.00% | +8 | New |
| Creative Capital Management Investments LLC | 9 | $132 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 10 | $147 | 0.00% | −10−50.0% | Reduced |
| Main Street Group, LTD | 10 | $147 | 0.00% | +10 | New |
| WestEnd Advisors, LLC | 11 | $162 | 0.00% | +3+37.5% | Added |
| Crewe Advisors LLC | 14 | $206 | 0.00% | +14 | New |
| Chesapeake Asset Management LLC | 15 | $220 | 0.00% | +15 | New |
| Creekmur Asset Management LLC | 18 | $265 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 23 | $338 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 25 | $368 | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 28 | $412 | 0.00% | +28 | New |
| CBIZ Investment Advisory Services, LLC | 34 | $505 | 0.00% | +34 | New |
| Claris Advisors, LLC | 35 | $515 | 0.00% | +35 | New |
| Strengthening Families & Communities, LLC | 47 | $691 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 50 | $735 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 75 | $958 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 125 | $1.00K | 0.00% | +39+45.3% | Added |
| Davis Capital Management | 68 | $1.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 72 | $1.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 84 | $1.24K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 89 | $1.31K | 0.00% | 00.0% | Unchanged |
| Trust Co | 104 | $1.53K | 0.00% | +104 | New |
| SWAN Capital LLC | 107 | $1.57K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 114 | $1.69K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 97 | $1.70K | 0.00% | +15+18.3% | Added |
| Abich Financial Wealth Management LLC | 126 | $1.85K | 0.00% | −9,380−98.7% | Reduced |
| SJS Investment Consulting Inc. | 128 | $1.88K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 130 | $1.91K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 138 | $2.03K | 0.00% | −1,872−93.1% | Reduced |
| Dunhill Financial, LLC | 140 | $2.06K | 0.00% | +2+1.4% | Added |
| Valued Wealth Advisors LLC | 143 | $2.12K | 0.00% | +63+78.8% | Added |
| Clean Yield Group | 146 | $2.15K | 0.00% | +146 | New |
| Jackson, Grant Investment Advisers, Inc. | 150 | $2.21K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 154 | $2.25K | 0.00% | −96−38.4% | Reduced |
| Northwest Capital Management Inc | 160 | $2.35K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 161 | $2.37K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 194 | $2.85K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 200 | $2.97K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 218 | $3.21K | 0.00% | +218 | New |
| Chilton Capital Management LLC | 219 | $3.22K | 0.00% | +219 | New |
| FinTrust Capital Advisors, LLC | 224 | $3.29K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 228 | $3.35K | 0.00% | −61−21.1% | Reduced |
| Harbor Investment Advisory, LLC | 235 | $3.46K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 249 | $3.66K | 0.00% | +94+60.6% | Added |
| Caldwell Sutter Capital, Inc. | 258 | $3.79K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 262 | $3.85K | 0.00% | +4+1.6% | Added |
| NCP Inc. | 300 | $4.41K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 315 | $5.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 376 | $5.59K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 398 | $5.85K | 0.01% | +398 | New |
| Archer Investment Corp | 400 | $5.88K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 399 | $5.88K | 0.00% | +274+219.2% | Added |
| Hobbs Group Advisors, LLC | 412 | $6.06K | 0.00% | 00.0% | Unchanged |
| Peterson Financial Group, Inc. | 429 | $6.31K | 0.02% | +429 | New |
| Versant Capital Management, Inc | 442 | $6.50K | 0.00% | +93+26.6% | Added |
| Resources Management Corp | 500 | $7.00K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 494 | $7.26K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 503 | $7.39K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 503 | $7.40K | 0.00% | −13−2.5% | Reduced |
| Tompkins Financial Corp | 504 | $7.41K | 0.00% | +504 | New |
| North Star Investment Management Corp. | 525 | $7.72K | 0.00% | +225+75.0% | Added |
| Sound Income Strategies, LLC | 565 | $8.31K | 0.00% | −145−20.4% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 600 | $8.82K | 0.00% | +600 | New |
| Oliver Lagore Vanvalin Investment Group | 632 | $9.29K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 633 | $9.30K | 0.00% | +35+5.9% | Added |
| Key Financial Inc | 659 | $9.69K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 683 | $10.0K | 0.01% | +8+1.2% | Added |
| Whittier Trust Co | 690 | $10.1K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 717 | $10.5K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 769 | $11.3K | 0.00% | +769 | New |
| First Personal Financial Services | 810 | $11.9K | 0.00% | +810 | New |
| Coppell Advisory Solutions LLC | 832 | $12.2K | 0.00% | +63+8.2% | Added |
| Bell Investment Advisors, Inc | 832 | $12.2K | 0.00% | +36+4.5% | Added |
| Pinnacle Bancorp, Inc. | 936 | $13.8K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,000 | $14.7K | 0.01% | 00.0% | Unchanged |
| Park Circle Co | 1,000 | $14.7K | 0.01% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 1,000 | $14.7K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 1,000 | $14.7K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,000 | $14.7K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 1,011 | $15.0K | 0.00% | +1,011 | New |
| GW&K Investment Management, LLC | 1,063 | $16.0K | 0.00% | +98+10.2% | Added |
| Richard W. Paul & Associates, LLC | 1,139 | $16.7K | 0.01% | +6+0.5% | Added |
| Red Tortoise LLC | 1,178 | $17.3K | 0.01% | +13+1.1% | Added |
| Cornerstone Planning Group LLC | 1,112 | $17.4K | 0.00% | −78−6.6% | Reduced |
| Rise Advisors, LLC | 1,242 | $18.3K | 0.01% | +14+1.1% | Added |
| Bruce G. Allen Investments, LLC | 1,280 | $18.8K | 0.01% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 1,300 | $19.1K | 0.01% | +500+62.5% | Added |
| Global Financial Private Client, LLC | 1,308 | $19.2K | 0.01% | +1,239+1,795.7% | Added |
| Pathway Financial Advisers, LLC | 1,319 | $19.4K | 0.01% | −35,669−96.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,334 | $19.6K | 0.00% | −1,439−51.9% | Reduced |
| United Community Bank | 1,460 | $21.5K | 0.01% | +30+2.1% | Added |
| CoreFirst Bank & Trust | 1,487 | $21.9K | 0.01% | +1,487 | New |
| MV Capital Management, Inc. | 1,523 | $22.4K | 0.00% | +36+2.4% | Added |