| Dogwood Wealth Management LLC | 0 | $4 | 0.00% | 0 | Unchanged |
| ORG Partners LLC | 0 | $10 | 0.00% | 0 | Unchanged |
| Scarborough Advisors, LLC | 1 | $148 | 0.00% | +1 | New |
| Financial Network Wealth Advisors LLC | 1 | $148 | 0.00% | +1 | New |
| Rakuten Securities, Inc. | 2 | $295 | 0.00% | −211−99.1% | Reduced |
| Cornerstone Planning Group LLC | 3 | $398 | 0.00% | +3 | New |
| Gradient Investments LLC | 3 | $443 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 3 | $443 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 3 | $443 | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 3 | $443 | 0.00% | +3 | New |
| Aspect Partners, LLC | 4 | $590 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 4 | $590 | 0.00% | +1+33.3% | Added |
| Redwood Wealth Management Group, LLC | 4 | $590 | 0.00% | +4 | New |
| JJJ Advisors Inc. | 4 | $591 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $738 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 6 | $885 | 0.00% | +6 | New |
| Carolinas Wealth Consulting LLC | 8 | $1.18K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 9 | $1.33K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 9 | $1.33K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 9 | $1.33K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 10 | $1.48K | 0.00% | +10 | New |
| TD Waterhouse Canada Inc. | 10 | $1.48K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 11 | $1.62K | 0.00% | −48−81.4% | Reduced |
| Baldwin Brothers Inc | 11 | $1.62K | 0.00% | +11 | New |
| Highline Wealth Partners LLC | 11 | $1.62K | 0.00% | +11 | New |
| Raffa Wealth Management, LLC | 12 | $1.77K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 12 | $1.78K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 13 | $1.92K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 13 | $1.92K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 13 | $1.92K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 15 | $2.00K | 0.00% | +15 | New |
| Creekmur Asset Management LLC | 14 | $2.06K | 0.00% | +14 | New |
| Johnson Financial Group, Inc. | 14 | $2.07K | 0.00% | +13+1,300.0% | Added |
| Dunhill Financial, LLC | 14 | $2.11K | 0.00% | +5+55.6% | Added |
| JNBA Financial Advisors | 15 | $2.21K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 16 | $2.36K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 16 | $2.36K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 17 | $2.49K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 17 | $2.51K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 17 | $2.51K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 19 | $2.80K | 0.00% | −44−69.8% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 20 | $2.95K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 22 | $3.36K | 0.00% | +22 | New |
| Byrne Asset Management LLC | 25 | $3.69K | 0.00% | −30−54.5% | Reduced |
| Ridgewood Investments LLC | 27 | $3.95K | 0.00% | +27 | New |
| Benjamin F. Edwards & Company, Inc. | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 24 | $4.00K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 28 | $4.13K | 0.00% | +13+86.7% | Added |
| DiNuzzo Private Wealth, Inc. | 31 | $4.57K | 0.00% | +7+29.2% | Added |
| Private Trust Co NA | 32 | $4.72K | 0.00% | −171−84.2% | Reduced |
| Colonial Trust Co | 33 | $4.93K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 37 | $5.00K | 0.00% | +9+32.1% | Added |
| Triad Wealth Partners, LLC | 36 | $5.31K | 0.00% | +36 | New |
| Fortitude Family Office, LLC | 38 | $5.61K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 39 | $5.80K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 42 | $6.20K | 0.01% | +42 | New |
| Abound Wealth Management | 43 | $6.34K | 0.00% | −4−8.5% | Reduced |
| GHP Investment Advisors, Inc. | 46 | $6.79K | 0.00% | 00.0% | Unchanged |
| American National Bank | 46 | $6.79K | 0.00% | +46 | New |
| 1620 Investment Advisors, Inc. | 46 | $6.79K | 0.01% | +46 | New |
| Sachetta, LLC | 45 | $6.83K | 0.00% | +16+55.2% | Added |
| Asset Dedication, LLC | 48 | $7.08K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 48 | $7.08K | 0.00% | +11+29.7% | Added |
| SJS Investment Consulting Inc. | 48 | $7.08K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 50 | $7.40K | 0.00% | +50 | New |
| Thompson Investment Management, Inc. | 50 | $7.44K | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 54 | $7.93K | 0.00% | −132,116−100.0% | Reduced |
| Crewe Advisors LLC | 62 | $9.15K | 0.00% | −22−26.2% | Reduced |
| WR Wealth Planners, LLC | 65 | $9.59K | 0.00% | +17+35.4% | Added |
| Family Firm, Inc. | 67 | $9.87K | 0.00% | +67 | New |
| Old Point Trust & Financial Services N A | 70 | $10.3K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 71 | $10.5K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 74 | $10.9K | 0.00% | −248−77.0% | Reduced |
| Continuum Advisory, LLC | 74 | $10.9K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 74 | $10.9K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 79 | $11.7K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 81 | $11.9K | 0.00% | −68−45.6% | Reduced |
| Capital Advisors, Ltd. LLC | 83 | $12.0K | 0.00% | +35+72.9% | Added |
| Tyler-Stone Wealth Management | 82 | $12.1K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 84 | $12.3K | 0.01% | +9+12.0% | Added |
| Valley National Advisers Inc | 90 | $13.0K | 0.00% | −9−9.1% | Reduced |
| Private Wealth Management Group, LLC | 94 | $13.9K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 92 | $14.0K | 0.00% | +4+4.5% | Added |
| Tortoise Investment Management, LLC | 96 | $14.2K | 0.00% | −26−21.3% | Reduced |
| Pinnacle Bancorp, Inc. | 98 | $14.5K | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 100 | $14.8K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 110 | $16.2K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 111 | $16.4K | 0.01% | −125−53.0% | Reduced |
| Indiana Trust & Investment Management CO | 111 | $16.4K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 112 | $16.7K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 117 | $17.2K | 0.00% | +1+0.9% | Added |
| Bogart Wealth, LLC | 118 | $17.4K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 124 | $18.3K | 0.00% | +25+25.3% | Added |
| Spire Wealth Management | 131 | $19.3K | 0.00% | −11−7.7% | Reduced |
| Proequities, Inc. | 134 | $19.8K | 0.00% | +68+103.0% | Added |
| Zions Bancorporation, N.A. | 135 | $19.9K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 138 | $20.4K | 0.00% | +49+55.1% | Added |
| MV Capital Management, Inc. | 145 | $21.4K | 0.00% | −5−3.3% | Reduced |
| Bangor Savings Bank | 147 | $21.7K | 0.00% | 00.0% | Unchanged |