| Dogwood Wealth Management LLC | 0 | $21 | 0.00% | 0 | Unchanged |
| Global Assets Advisory, LLC | 45,443 | $71 | 0.00% | +45,443 | New |
| American Capital Advisory, LLC | 1 | $446 | 0.00% | +1 | New |
| DHJJ Financial Advisors, Ltd. | 1 | $650 | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 1 | $662 | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 2 | $1.25K | 0.00% | +2 | New |
| Evermay Wealth Management LLC | 2 | $1.30K | 0.00% | −3−60.0% | Reduced |
| WestEnd Advisors, LLC | 2 | $1.30K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 2 | $1.30K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 2 | $1.30K | 0.00% | +2 | New |
| Breakwater Investment Management | 2 | $1.30K | 0.00% | +2 | New |
| Ritter Daniher Financial Advisory LLC | 3 | $1.95K | 0.00% | −1−25.0% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 3 | $1.95K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 3 | $1.95K | 0.00% | +3 | New |
| Perritt Capital Management Inc | 3 | $1.95K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 4 | $2.41K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 4 | $2.60K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 4 | $2.60K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 5 | $3.25K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5 | $3.25K | 0.00% | +2+66.7% | Added |
| First Command Advisory Services, Inc. | 5 | $3.25K | 0.00% | +5 | New |
| Westside Investment Management, Inc. | 6 | $3.84K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 6 | $3.90K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 6 | $4.00K | 0.00% | −12−66.7% | Reduced |
| ORG Partners LLC | 7 | $4.48K | 0.01% | −67−90.5% | Reduced |
| PFG Private Wealth Management, LLC | 7 | $4.55K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 7 | $4.55K | 0.00% | +7 | New |
| PayPay Securities Corp | 8 | $5.20K | 0.26% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 8 | $5.20K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 8 | $5.20K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 9 | $5.85K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 8 | $6.00K | 0.00% | +8 | New |
| JNBA Financial Advisors | 10 | $6.50K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $6.50K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 11 | $7.15K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 11 | $7.15K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 11 | $7.25K | 0.00% | −10−47.6% | Reduced |
| Byrne Asset Management LLC | 12 | $7.80K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 12 | $7.80K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 12 | $7.80K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 12 | $7.80K | 0.01% | +12 | New |
| HighMark Wealth Management LLC | 13 | $8.45K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 13 | $8.49K | 0.01% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 14 | $9.10K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 14 | $9.10K | 0.00% | +14 | New |
| Tfo-TDC, LLC | 15 | $9.75K | 0.00% | −2−11.8% | Reduced |
| Aspire Private Capital, LLC | 15 | $9.75K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 15 | $9.75K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 15 | $10.0K | 0.00% | −1−6.3% | Reduced |
| HHM Wealth Advisors, LLC | 16 | $10.4K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 16 | $10.4K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 16 | $10.4K | 0.00% | +16 | New |
| Core Alternative Capital | 17 | $11.1K | 0.00% | −104−86.0% | Reduced |
| IAG Wealth Partners, LLC | 17 | $11.1K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 17 | $11.1K | 0.01% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 19 | $12.3K | 0.00% | −125−86.8% | Reduced |
| Beacon Capital Management, LLC | 19 | $12.3K | 0.00% | +13+216.7% | Added |
| RFP Financial Group LLC | 20 | $13.0K | 0.01% | −1−4.8% | Reduced |
| Adirondack Trust Co | 20 | $13.0K | 0.01% | +1+5.3% | Added |
| Capula Management Ltd | 20 | $13.0K | 0.00% | +13+185.7% | Added |
| VisionPoint Advisory Group, LLC | 21 | $13.7K | 0.00% | −11−34.4% | Reduced |
| First Pacific Financial | 21 | $13.7K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 21 | $13.7K | 0.00% | +21 | New |
| Raffa Wealth Management, LLC | 22 | $14.3K | 0.00% | −5−18.5% | Reduced |
| REAP Financial Group, LLC | 22 | $14.3K | 0.00% | −6−21.4% | Reduced |
| Kozak & Associates, Inc. | 23 | $15.1K | 0.00% | +12+109.1% | Added |
| Dunhill Financial, LLC | 23 | $15.3K | 0.01% | +3+15.0% | Added |
| Bear Mountain Capital, Inc. | 25 | $15.3K | 0.01% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 24 | $15.6K | 0.01% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 24 | $15.6K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 25 | $16.3K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 25 | $16.3K | 0.00% | +15+150.0% | Added |
| Creekmur Asset Management LLC | 26 | $16.9K | 0.01% | +26 | New |
| Tucker Asset Management LLC | 27 | $17.6K | 0.00% | +2+8.0% | Added |
| Valued Wealth Advisors LLC | 27 | $17.6K | 0.01% | +8+42.1% | Added |
| Kelly Financial Services LLC | 27 | $17.6K | 0.01% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 28 | $18.0K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 28 | $18.2K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 28 | $18.2K | 0.00% | +1+3.7% | Added |
| Rakuten Securities, Inc. | 28 | $18.2K | 0.01% | +7+33.3% | Added |
| Beaird Harris Wealth Management, LLC | 29 | $18.9K | 0.00% | −43−59.7% | Reduced |
| Independence Bank of Kentucky | 30 | $19.5K | 0.01% | +10+50.0% | Added |
| Hollencrest Capital Management | 31 | $20.1K | 0.00% | −468−93.8% | Reduced |
| Old Point Trust & Financial Services N A | 32 | $20.8K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 32 | $20.8K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 33 | $21.4K | 0.02% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 36 | $23.4K | 0.02% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 36 | $23.4K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 36 | $23.4K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 38 | $24.7K | 0.00% | +3+8.6% | Added |
| DiNuzzo Private Wealth, Inc. | 40 | $26.0K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 43 | $28.0K | 0.01% | +19+79.2% | Added |
| Hanson & Doremus Investment Management | 43 | $28.0K | 0.00% | +15+53.6% | Added |
| Optimum Investment Advisors | 44 | $28.6K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 44 | $28.6K | 0.00% | +3+7.3% | Added |
| Frazier Financial Advisors, LLC | 45 | $29.3K | 0.02% | +14+45.2% | Added |
| Provenance Wealth Advisors, LLC | 46 | $29.9K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 48 | $31.2K | 0.02% | −134−73.6% | Reduced |
