| Resources Management Corp | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 1 | $70 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $70 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $70 | 0.00% | +1 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 1 | $71 | 0.00% | −96−99.0% | Reduced |
| Dunhill Financial, LLC | 1 | $99 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 2 | $141 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2 | $141 | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 2 | $141 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 2 | $141 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3 | $210 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 3 | $211 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 3 | $211 | 0.00% | +3 | New |
| Vermillion Wealth Management, Inc. | 3 | $211 | 0.00% | +3 | New |
| HFM Investment Advisors, LLC | 4 | $281 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $352 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 5 | $352 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 6 | $365 | 0.00% | +1+20.0% | Added |
| Investors Portfolio Services LLC | 6 | $389 | 0.00% | +6 | New |
| Manchester Capital Management LLC | 6 | $422 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 7 | $492 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $493 | 0.00% | +2+40.0% | Added |
| Ankerstar Wealth, LLC | 8 | $562 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 8 | $563 | 0.00% | +7+700.0% | Added |
| UMA Financial Services, Inc. | 9 | $633 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 9 | $633 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 9 | $633 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 10 | $703 | 0.00% | −4−28.6% | Reduced |
| Grove Bank & Trust | 10 | $703 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 11 | $773 | 0.00% | +11 | New |
| Bay Harbor Wealth Management, LLC | 12 | $843 | 0.00% | +4+50.0% | Added |
| Clearstead Advisors, LLC | 13 | $914 | 0.00% | −891−98.6% | Reduced |
| Rialto Wealth Management, LLC | 13 | $914 | 0.00% | +9+225.0% | Added |
| Eastern Bank | 14 | $984 | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 16 | $1.12K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 16 | $1.13K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 16 | $1.15K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 18 | $1.26K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 21 | $1.48K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 21 | $1.48K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 23 | $1.62K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 28 | $1.97K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 29 | $2.04K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 29 | $2.04K | 0.00% | −8−21.6% | Reduced |
| Prestige Wealth Management Group LLC | 29 | $2.04K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 30 | $2.11K | 0.00% | −30−50.0% | Reduced |
| Farmers & Merchants Investments Inc | 30 | $2.11K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 30 | $2.11K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 30 | $2.13K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 31 | $2.19K | 0.00% | 00.0% | Unchanged |
| Align Financial, LLC | 32 | $2.25K | 0.00% | −1,923−98.4% | Reduced |
| Quent Capital, LLC | 38 | $2.66K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 42 | $2.75K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 44 | $3.09K | 0.00% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 41 | $3.21K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 53 | $3.73K | 0.00% | −3−5.4% | Reduced |
| BankPlus Trust Department | 57 | $4.01K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 57 | $4.01K | 0.00% | +48+533.3% | Added |
| Dogwood Wealth Management LLC | 60 | $4.22K | 0.00% | +58+2,900.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 63 | $4.43K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 64 | $4.49K | 0.00% | −376−85.5% | Reduced |
| Quarry LP | 66 | $4.64K | 0.00% | −51−43.6% | Reduced |
| Private Wealth Management Group, LLC | 66 | $4.64K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 70 | $4.92K | 0.00% | +23+48.9% | Added |
| Trust Co of Toledo NA | 89 | $6.26K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 93 | $6.54K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 94 | $6.61K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 95 | $6.68K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 99 | $6.96K | 0.01% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 101 | $7.10K | 0.00% | +101 | New |
| 1620 Investment Advisors, Inc. | 110 | $7.73K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 128 | $9.00K | 0.00% | +30+30.6% | Added |
| Stone House Investment Management, LLC | 131 | $9.21K | 0.00% | +131 | New |
| Caitlin John, LLC | 134 | $9.45K | 0.01% | +1+0.8% | Added |
| Larson Financial Group LLC | 139 | $9.77K | 0.00% | +83+148.2% | Added |
| Bare Financial Services, Inc | 140 | $9.84K | 0.00% | +54+62.8% | Added |
| Bryn Mawr Trust Co | 142 | $9.98K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 142 | $9.98K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 142 | $9.98K | 0.00% | +142 | New |
| Keating Financial Advisory Services, Inc. | 148 | $10.4K | 0.00% | +43+41.0% | Added |
| First Horizon Corp | 158 | $11.1K | 0.00% | −793−83.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 163 | $11.5K | 0.00% | +1+0.6% | Added |
| Simplex Trading, LLC | 167 | $11.7K | 0.00% | +167 | New |
| Root Financial Partners, LLC | 173 | $12.2K | 0.00% | −132−43.3% | Reduced |
| Sound Income Strategies, LLC | 196 | $13.9K | 0.00% | +85+76.6% | Added |
| Trust Co | 200 | $14.1K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 202 | $14.2K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 217 | $15.3K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 218 | $15.3K | 0.00% | +174+395.5% | Added |
| Bogart Wealth, LLC | 240 | $16.9K | 0.00% | +1+0.4% | Added |
| Central Pacific Bank - Trust Division | 248 | $17.4K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 257 | $18.1K | 0.00% | +27+11.7% | Added |
| Fortitude Family Office, LLC | 265 | $18.6K | 0.00% | +15+6.0% | Added |
| Parkside Financial Bank & Trust | 300 | $21.1K | 0.00% | −1,136−79.1% | Reduced |
| Heritage Wealth Advisors | 300 | $21.1K | 0.00% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 342 | $24.0K | 0.00% | −1,771−83.8% | Reduced |
| Farther Finance Advisors, LLC | 348 | $24.7K | 0.00% | +29+9.1% | Added |