| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| ZRC Wealth Management, LLC | 0 | $26 | 0.00% | 0 | Unchanged |
| Private Wealth Management Group, LLC | 1 | $83 | 0.00% | +1 | New |
| Legend Financial Advisors, Inc. | 2 | $165 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 2 | $165 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 3 | $247 | 0.00% | +1+50.0% | Added |
| ORG Partners LLC | 3 | $377 | 0.00% | −90−96.8% | Reduced |
| Wolff Wiese Magana LLC | 5 | $412 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 6 | $494 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 7 | $576 | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 7 | $576 | 0.00% | +7 | New |
| True Wealth Design, LLC | 8 | $659 | 0.00% | +2+33.3% | Added |
| Riverview Trust Co | 9 | $741 | 0.00% | +9 | New |
| Coston, McIsaac & Partners | 20 | $1.00K | 0.00% | −50−71.4% | Reduced |
| Penserra Capital Management LLC | 24 | $1.00K | 0.00% | +3+14.3% | Added |
| Avion Wealth | 24 | $1.00K | 0.00% | +7+41.2% | Added |
| Transamerica Financial Advisors, Inc. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 14 | $1.15K | 0.00% | −100−87.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 15 | $1.24K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 16 | $1.32K | 0.00% | +16 | New |
| Creekmur Asset Management LLC | 16 | $1.32K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 19 | $1.56K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 20 | $1.65K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 21 | $1.73K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 21 | $1.73K | 0.00% | +2+10.5% | Added |
| SJS Investment Consulting Inc. | 21 | $1.73K | 0.00% | +2+10.5% | Added |
| Clear Point Advisors Inc. | 22 | $1.81K | 0.00% | −140−86.4% | Reduced |
| Independence Bank of Kentucky | 23 | $1.89K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 23 | $1.89K | 0.00% | +23 | New |
| DiNuzzo Private Wealth, Inc. | 24 | $1.98K | 0.00% | +4+20.0% | Added |
| Trifecta Capital Advisors, LLC | 26 | $2.14K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 30 | $2.47K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 34 | $2.60K | 0.00% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 32 | $2.63K | 0.00% | +32 | New |
| Fortitude Family Office, LLC | 33 | $2.72K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 36 | $2.96K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 38 | $3.13K | 0.00% | +38 | New |
| Mattson Financial Services, LLC | 46 | $3.26K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 41 | $3.38K | 0.00% | −11−21.2% | Reduced |
| Cranbrook Wealth Management, LLC | 45 | $3.70K | 0.00% | +45 | New |
| Atlantic Edge Private Wealth Management, LLC | 49 | $4.03K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 52 | $4.28K | 0.00% | +52 | New |
| Dunhill Financial, LLC | 52 | $4.28K | 0.00% | +29+126.1% | Added |
| Salem Investment Counselors Inc | 55 | $4.53K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 60 | $4.94K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 64 | $5.27K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 64 | $5.27K | 0.00% | +64 | New |
| Zions Bancorporation, N.A. | 65 | $5.35K | 0.00% | −27−29.3% | Reduced |
| Eagle Bay Advisors LLC | 66 | $5.43K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 73 | $6.01K | 0.00% | +29+65.9% | Added |
| JFS Wealth Advisors, LLC | 74 | $6.09K | 0.00% | +8+12.1% | Added |
| Meeder Asset Management Inc | 76 | $6.25K | 0.00% | +11+16.9% | Added |
| Abound Wealth Management | 77 | $6.35K | 0.00% | +14+22.2% | Added |
| Voisard Asset Management Group, Inc. | 88 | $7.24K | 0.00% | +88 | New |
| FinTrust Capital Advisors, LLC | 90 | $7.41K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 90 | $7.41K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 93 | $7.65K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 100 | $8.23K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 105 | $8.64K | 0.00% | −104−49.8% | Reduced |
| Financial Freedom, LLC | 107 | $8.79K | 0.00% | +1+0.9% | Added |
| Raleigh Capital Management Inc. | 110 | $9.05K | 0.00% | +25+29.4% | Added |
| City Holding Co | 114 | $9.38K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 115 | $9.46K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 115 | $9.46K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 116 | $9.55K | 0.00% | −126−52.1% | Reduced |
| Claris Advisors, LLC | 126 | $10.4K | 0.00% | +126 | New |
| CNB Bank | 167 | $13.7K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 168 | $13.8K | 0.01% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 170 | $14.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 172 | $14.0K | 0.01% | −3−1.7% | Reduced |
| Pathway Financial Advisers, LLC | 172 | $14.2K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 175 | $14.4K | 0.00% | −6−3.3% | Reduced |
| Jaffetilchin Investment Partners, LLC | 190 | $15.7K | 0.00% | +190 | New |
| Valley National Advisers Inc | 200 | $16.0K | 0.00% | −35−14.9% | Reduced |
| GHP Investment Advisors, Inc. | 200 | $16.5K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 200 | $16.5K | 0.01% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 200 | $16.5K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 212 | $17.4K | 0.00% | −60−22.1% | Reduced |
| Sugarloaf Wealth Management, LLC | 212 | $17.4K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 212 | $17.4K | 0.00% | +212 | New |
| Bell Investment Advisors, Inc | 227 | $18.7K | 0.00% | −8−3.4% | Reduced |
| LRI Investments, LLC | 251 | $18.8K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 235 | $19.3K | 0.01% | +2+0.9% | Added |
| JNBA Financial Advisors | 250 | $20.6K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 250 | $20.6K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 251 | $20.7K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 277 | $20.8K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 254 | $20.9K | 0.03% | +1+0.4% | Added |
| Uncommon Cents Investing LLC | 280 | $23.0K | 0.01% | +280 | New |
| Catalyst Capital Advisors LLC | 292 | $24.0K | 0.00% | +292 | New |
| GPS Wealth Strategies Group, LLC | 310 | $25.5K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 316 | $26.0K | 0.00% | −2−0.6% | Reduced |
| Colonial Trust Co | 335 | $27.6K | 0.00% | +114+51.6% | Added |
| Key Financial Inc | 338 | $27.8K | 0.01% | +10+3.0% | Added |
| Venturi Wealth Management, LLC | 341 | $28.1K | 0.00% | +8+2.4% | Added |
| Capital Performance Advisors LLP | 342 | $28.1K | 0.01% | +342 | New |
| BOK Financial Private Wealth, Inc. | 360 | $29.6K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 367 | $30.2K | 0.00% | +367 | New |
| Capital Advisors, Ltd. LLC | 376 | $31.0K | 0.00% | +1+0.3% | Added |
| Rothschild Investment LLC | 380 | $31.3K | 0.00% | +145+61.7% | Added |