| GW&K Investment Management, LLC | 1 | $0 | 0.00% | −49−98.0% | Reduced |
| Wood Tarver Financial Group, LLC | 1 | $0 | 0.00% | +1 | New |
| Abound Wealth Management | 1 | $111 | 0.00% | +1 | New |
| West Branch Capital LLC | 1 | $134 | 0.00% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 1 | $134 | 0.00% | +1 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2 | $267 | 0.00% | −1−33.3% | Reduced |
| Global Financial Private Client, LLC | 2 | $267 | 0.00% | +2 | New |
| Parkworth Wealth Management, Inc. | 2 | $267 | 0.00% | +2 | New |
| Highline Wealth Partners LLC | 2 | $267 | 0.00% | +2 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 2 | $268 | 0.00% | +2 | New |
| Winnow Wealth LLC | 3 | $371 | 0.00% | +3 | New |
| Caldwell Sutter Capital, Inc. | 3 | $401 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 3 | $401 | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 4 | $535 | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 4 | $535 | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 4 | $535 | 0.00% | +4 | New |
| NewSquare Capital LLC | 4 | $535 | 0.00% | +4 | New |
| Principia Wealth Advisory, LLC | 5 | $668 | 0.00% | +5 | New |
| TFC Financial Management | 5 | $669 | 0.00% | −85−94.4% | Reduced |
| Asset Dedication, LLC | 5 | $669 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 6 | $802 | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 6 | $802 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 6 | $802 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 6 | $802 | 0.00% | +6 | New |
| MPWM Advisory Solutions, LLC | 6 | $802 | 0.00% | +6 | New |
| Harbor Investment Advisory, LLC | 7 | $935 | 0.00% | −81−92.0% | Reduced |
| Tucker Asset Management LLC | 7 | $935 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $936 | 0.00% | −1−12.5% | Reduced |
| WealthTrak Capital Management LLC | 7 | $936 | 0.00% | +7 | New |
| Harvest Fund Management Co., Ltd | 5 | $1.00K | 0.00% | −7,373−99.9% | Reduced |
| Penserra Capital Management LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 8 | $1.07K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 8 | $1.07K | 0.05% | +6+300.0% | Added |
| Newbridge Financial Services Group, Inc. | 8 | $1.07K | 0.00% | +8 | New |
| Ancora Advisors, LLC | 9 | $1.20K | 0.00% | −71−88.8% | Reduced |
| HHM Wealth Advisors, LLC | 9 | $1.20K | 0.00% | +9 | New |
| Kayne Anderson Rudnick Investment Management LLC | 9 | $1.24K | 0.00% | +9 | New |
| Cassady Schiller Wealth Management, LLC | 10 | $1.34K | 0.00% | +10 | New |
| Wolff Wiese Magana LLC | 10 | $1.34K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 11 | $1.47K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 11 | $1.47K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 12 | $1.60K | 0.00% | −13−52.0% | Reduced |
| Costello Asset Management, INC | 12 | $1.60K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 12 | $1.60K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 12 | $1.60K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $1.60K | 0.00% | +4+50.0% | Added |
| Hexagon Capital Partners LLC | 13 | $1.74K | 0.00% | +9+225.0% | Added |
| New England Capital Financial Advisors LLC | 13 | $1.74K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 14 | $1.87K | 0.00% | −14−50.0% | Reduced |
| NVWM, LLC | 14 | $1.87K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 16 | $2.19K | 0.00% | +13+433.3% | Added |
| First Pacific Financial | 18 | $2.41K | 0.00% | +18 | New |
| Caitong International Asset Management Co., Ltd | 19 | $2.54K | 0.00% | +19 | New |
| Montag A & Associates Inc | 20 | $2.66K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 20 | $2.67K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 20 | $2.67K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 21 | $2.81K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 25 | $3.00K | 0.00% | +4+19.0% | Added |
| Washington Trust Co | 23 | $3.07K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 24 | $3.21K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 25 | $3.34K | 0.00% | +25 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 26 | $3.48K | 0.01% | +26 | New |
| Cornerstone Planning Group LLC | 26 | $3.59K | 0.00% | +5+23.8% | Added |
| Moisand Fitzgerald Tamayo, LLC | 27 | $3.61K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 29 | $3.88K | 0.01% | −31−51.7% | Reduced |
| Bell Investment Advisors, Inc | 29 | $3.88K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 30 | $4.01K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 30 | $4.18K | 0.00% | +30 | New |
| GPS Wealth Strategies Group, LLC | 32 | $4.28K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 32 | $4.28K | 0.00% | +1+3.2% | Added |
| Plante Moran Financial Advisors, LLC | 33 | $4.41K | 0.00% | −500−93.8% | Reduced |
| Private Wealth Management Group, LLC | 35 | $4.68K | 0.00% | +1+2.9% | Added |
| JFS Wealth Advisors, LLC | 35 | $4.68K | 0.00% | +5+16.7% | Added |
| Prestige Wealth Management Group LLC | 36 | $4.81K | 0.00% | 00.0% | Unchanged |
| Allianz SE | 36 | $4.81K | 0.00% | +36 | New |
| Ransom Advisory, Ltd | 37 | $4.94K | 0.00% | −50−57.5% | Reduced |
| Glen Eagle Advisors, LLC | 39 | $5.21K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 40 | $5.34K | 0.00% | +40 | New |
| Ridgewood Investments LLC | 41 | $5.48K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 45 | $6.01K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 45 | $6.01K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 46 | $6.15K | 0.00% | −5−9.8% | Reduced |
| Dunhill Financial, LLC | 47 | $6.32K | 0.00% | −1−2.1% | Reduced |
| Bruce G. Allen Investments, LLC | 48 | $6.41K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 50 | $6.66K | 0.00% | +44+733.3% | Added |
| MCF Advisors LLC | 50 | $6.68K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 50 | $6.68K | 0.01% | 00.0% | Unchanged |
| Measured Risk Portfolios, Inc. | 50 | $6.68K | 0.01% | +50 | New |
| EMC Capital Management | 55 | $7.00K | 0.00% | +55 | New |
| High Note Wealth, LLC | 53 | $7.08K | 0.00% | +53 | New |
| Activest Wealth Management | 55 | $7.35K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 55 | $7.35K | 0.00% | +5+10.0% | Added |
| Johnson Financial Group, Inc. | 58 | $7.70K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 66 | $8.00K | 0.00% | +9+15.8% | Added |
| Operose Advisors LLC | 61 | $8.15K | 0.00% | +61 | New |
| Meeder Asset Management Inc | 62 | $8.29K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 64 | $8.55K | 0.00% | 00.0% | Unchanged |