| IMA Wealth, Inc. | 1 | $379 | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 1 | $380 | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 1 | $380 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 1 | $380 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $380 | 0.00% | +1 | New |
| Cornerstone Financial Management LLC | 1 | $380 | 0.00% | +1 | New |
| Community Financial Services Group, LLC | 1 | $393 | 0.00% | +1 | New |
| Raleigh Capital Management Inc. | 2 | $648 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2 | $759 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 2 | $760 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 2 | $760 | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 2 | $760 | 0.00% | +2 | New |
| Wealth Preservation Advisors, LLC | 2 | $760 | 0.00% | +2 | New |
| Arlington Trust Co LLC | 2 | $760 | 0.00% | +2 | New |
| Portus Wealth Advisors, LLC | 2 | $760 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 2 | $920 | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 3 | $1.14K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $1.14K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 3 | $1.14K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 3 | $1.14K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 3 | $1.14K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 3 | $1.14K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 3 | $1.14K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 3 | $1.14K | 0.00% | +3 | New |
| Sawyer & Company, Inc | 3 | $1.14K | 0.00% | +3 | New |
| Synergy Investment Management, LLC | 3 | $1.14K | 0.00% | +3 | New |
| Kayne Anderson Rudnick Investment Management LLC | 4 | $1.53K | 0.00% | −6−60.0% | Reduced |
| Asset Dedication, LLC | 5 | $1.90K | 0.00% | −33−86.8% | Reduced |
| Three Bearings Fiduciary Advisors, Inc. | 5 | $1.90K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 6 | $2.23K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 6 | $2.28K | 0.00% | −66−91.7% | Reduced |
| Clear Street Markets LLC | 6 | $2.28K | 0.00% | −53−89.8% | Reduced |
| Grove Bank & Trust | 6 | $2.28K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 6 | $2.28K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 7 | $2.66K | 0.00% | +7 | New |
| Wall Street Financial Group, Inc. | 7 | $2.66K | 0.00% | +7 | New |
| Abound Wealth Management | 7 | $2.66K | 0.00% | −6−46.2% | Reduced |
| Clayton Financial Group LLC | 7 | $2.66K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 7 | $2.66K | 0.00% | +2+40.0% | Added |
| Sound Income Strategies, LLC | 7 | $2.75K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 9 | $3.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 8 | $3.04K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 8 | $3.04K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 8 | $3.04K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 8 | $3.04K | 0.00% | +4+100.0% | Added |
| REAP Financial Group, LLC | 9 | $3.26K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 9 | $3.42K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 9 | $3.42K | 0.00% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 9 | $3.42K | 0.00% | +9 | New |
| McCarthy Grittinger Financial Group, LLC | 9 | $3.42K | 0.00% | +9 | New |
| Bay Harbor Wealth Management, LLC | 10 | $3.80K | 0.00% | +5+100.0% | Added |
| Kilter Group LLC | 10 | $3.80K | 0.00% | +7+233.3% | Added |
| Burk Holdings LLC | 10 | $3.80K | 0.00% | +10 | New |
| Glen Eagle Advisors, LLC | 10 | $3.83K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 11 | $4.00K | 0.00% | +2+22.2% | Added |
| Elevated Capital Advisors, LLC | 11 | $4.07K | 0.00% | +5+83.3% | Added |
| Steigerwald, Gordon & Koch Inc. | 12 | $4.56K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 12 | $4.56K | 0.00% | +12 | New |
| Rossby Financial, LCC | 13 | $5.11K | 0.00% | +13 | New |
| TD Capital Management LLC | 14 | $5.13K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 14 | $5.32K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 14 | $5.32K | 0.00% | +3+27.3% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 14 | $5.32K | 0.00% | +8+133.3% | Added |
| Whipplewood Advisors, LLC | 14 | $5.32K | 0.00% | +11+366.7% | Added |
| True Link Financial Advisors, LLC | 14 | $5.32K | 0.00% | +14 | New |
| Salomon & Ludwin, LLC | 14 | $5.55K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 15 | $5.70K | 0.00% | −3−16.7% | Reduced |
| Wealth Science Advisors LLC | 18 | $6.12K | 0.00% | +18 | New |
| Creative Financial Designs Inc | 17 | $6.46K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 17 | $6.46K | 0.00% | +17 | New |
| PFS Partners, LLC | 17 | $6.54K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 18 | $6.84K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 18 | $6.86K | 0.00% | +13+260.0% | Added |
| Cornerstone Planning Group LLC | 22 | $6.87K | 0.00% | +14+175.0% | Added |
| St. Johns Investment Management Company, LLC | 19 | $7.22K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 19 | $7.22K | 0.00% | +19 | New |
| Truvestments Capital LLC | 20 | $7.60K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 21 | $7.98K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 21 | $7.98K | 0.00% | 00.0% | Unchanged |
| Mosley Wealth Management | 28 | $8.06K | 0.00% | +28 | New |
| Financial Freedom, LLC | 22 | $8.52K | 0.00% | +22 | New |
| Godsey & Gibb Associates | 23 | $8.74K | 0.00% | 00.0% | Unchanged |
| McMillan Office, Inc. | 23 | $8.74K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 24 | $9.12K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 24 | $9.12K | 0.00% | +24 | New |
| International Assets Investment Management, LLC | 24 | $9.44K | 0.00% | 00.0% | Unchanged |
| Sankala Group LLC | 25 | $9.68K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 26 | $9.88K | 0.01% | +2+8.3% | Added |
| Rakuten Securities, Inc. | 26 | $9.88K | 0.00% | +13+100.0% | Added |
| Scarborough Advisors, LLC | 28 | $10.5K | 0.00% | +28 | New |
| ESL Trust Services, LLC | 28 | $10.6K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 30 | $11.4K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 32 | $12.0K | 0.00% | +1+3.2% | Added |
| Global X Japan Co., Ltd. | 32 | $12.2K | 0.00% | −37−53.6% | Reduced |
| Global Wealth Strategies & Associates | 33 | $12.5K | 0.00% | −16−32.7% | Reduced |
| Matrix Trust Co | 33 | $13.0K | 0.00% | +33 | New |
| UMA Financial Services, Inc. | 35 | $13.3K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 36 | $13.7K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 37 | $14.1K | 0.01% | 00.0% | Unchanged |