| Dogwood Wealth Management LLC | 0 | $7 | 0.00% | 0 | Unchanged |
| Global Assets Advisory, LLC | 13,951 | $148 | 0.01% | +13,951 | New |
| Tfo-TDC, LLC | 6 | $636 | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 7 | $758 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 8 | $871 | 0.00% | −61−88.4% | Reduced |
| ClariVest Asset Management LLC | 9 | $941 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 13 | $1.00K | 0.00% | −71−84.5% | Reduced |
| Custom Portfolio Group LLC | 10 | $1.06K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 12 | $1.27K | 0.00% | +4+50.0% | Added |
| Gs Investments, Inc. | 15 | $1.59K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 18 | $1.91K | 0.00% | −96−84.2% | Reduced |
| Park Place Capital Corp | 19 | $2.02K | 0.00% | −24−55.8% | Reduced |
| Trifecta Capital Advisors, LLC | 19 | $2.02K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 19 | $2.02K | 0.00% | +8+72.7% | Added |
| DecisionPoint Financial, LLC | 25 | $2.30K | 0.00% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 23 | $2.46K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 24 | $2.55K | 0.00% | +24 | New |
| Private Wealth Management Group, LLC | 25 | $2.65K | 0.00% | −33−56.9% | Reduced |
| Lowe Wealth Advisors, LLC | 25 | $2.65K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 31 | $3.29K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 31 | $3.29K | 0.00% | 00.0% | Unchanged |
| Friedenthal Financial | 33 | $3.50K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 34 | $3.61K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 35 | $3.71K | 0.00% | +7+25.0% | Added |
| Davis Capital Management | 40 | $3.76K | 0.00% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 36 | $3.82K | 0.00% | +36 | New |
| Penserra Capital Management LLC | 45 | $4.00K | 0.00% | −2,511−98.2% | Reduced |
| HBC Financial Services, PLLC | 43 | $4.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 39 | $4.14K | 0.00% | +39 | New |
| Fortitude Family Office, LLC | 44 | $4.67K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 50 | $4.87K | 0.00% | +50 | New |
| Naples Money Management LLC | 46 | $4.88K | 0.00% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 54 | $5.21K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 57 | $5.54K | 0.00% | +21+58.3% | Added |
| PayPay Securities Corp | 63 | $5.59K | 0.28% | +1+1.6% | Added |
| Global Financial Private Client, LLC | 65 | $6.11K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 63 | $6.68K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 65 | $6.89K | 0.00% | −192−74.7% | Reduced |
| Versant Capital Management, Inc | 68 | $7.21K | 0.00% | −33−32.7% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 70 | $7.42K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 71 | $7.53K | 0.01% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 75 | $7.96K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 81 | $8.59K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 95 | $8.76K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 82 | $9.00K | 0.00% | −50−37.9% | Reduced |
| Bellevue Asset Management, LLC | 93 | $9.87K | 0.01% | 00.0% | Unchanged |
| Newton One Investments LLC | 99 | $10.5K | 0.00% | +2+2.1% | Added |
| DHJJ Financial Advisors, Ltd. | 100 | $10.6K | 0.00% | −200−66.7% | Reduced |
| Morton Brown Family Wealth, LLC | 100 | $10.6K | 0.00% | −22−18.0% | Reduced |
| Skylands Capital, LLC | 100 | $10.6K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 100 | $10.6K | 0.01% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 100 | $10.6K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 100 | $10.6K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 100 | $10.6K | 0.01% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 100 | $10.6K | 0.01% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 100 | $10.6K | 0.00% | +100 | New |
| Accordant Advisory Group Inc | 100 | $10.6K | 0.01% | +100 | New |
| CarsonAllaria Wealth Management, Ltd. | 102 | $10.9K | 0.01% | +1+1.0% | Added |
| Cedar Wealth Management, LLC | 108 | $11.5K | 0.00% | −59−35.3% | Reduced |
| Creekmur Asset Management LLC | 111 | $11.7K | 0.00% | +11+11.0% | Added |
| Avion Wealth | 107 | $12.0K | 0.00% | −44−29.1% | Reduced |
| Game Plan Financial Advisors, LLC | 125 | $12.3K | 0.01% | +25+25.0% | Added |
| Bradley & Co. Private Wealth Management, LLC | 117 | $12.4K | 0.01% | 00.0% | Unchanged |
| Distillate Capital Partners LLC | 120 | $12.7K | 2.14% | −10−7.7% | Reduced |
| ESL Trust Services, LLC | 120 | $12.7K | 0.00% | +120 | New |
| TSFG, LLC | 118 | $13.0K | 0.00% | −37−23.9% | Reduced |
| Hoey Investments, Inc | 123 | $13.0K | 0.00% | −800−86.7% | Reduced |
| Atticus Wealth Management, LLC | 123 | $13.0K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 125 | $13.3K | 0.01% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 130 | $13.8K | 0.02% | +120+1,200.0% | Added |
| Dynamic Wealth Strategies, LLC | 129 | $14.0K | 0.01% | −79−38.0% | Reduced |
| Wolff Wiese Magana LLC | 140 | $14.8K | 0.01% | +5+3.7% | Added |
| Cowen and Company, LLC | 141 | $15.0K | 0.00% | +141 | New |
| Bell Investment Advisors, Inc | 141 | $15.0K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 145 | $15.4K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 146 | $15.5K | 0.00% | −331−69.4% | Reduced |
| Riggs Asset Managment Co. Inc. | 146 | $15.5K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 152 | $16.1K | 0.00% | −603−79.9% | Reduced |
| Raffa Wealth Management, LLC | 154 | $16.3K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 176 | $16.4K | 0.00% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 155 | $16.4K | 0.09% | −725−82.4% | Reduced |
| Insight Financial Services | 158 | $16.8K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 159 | $16.9K | 0.00% | −19−10.7% | Reduced |
| Abound Wealth Management | 160 | $16.9K | 0.01% | −228−58.8% | Reduced |
| Winthrop Capital Management, LLC | 157 | $17.0K | 0.01% | +17+12.1% | Added |
| DB Fitzpatrick & Co, Inc | 165 | $17.5K | 0.02% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 166 | $17.6K | 0.00% | +166 | New |
| Front Row Advisors LLC | 167 | $17.7K | 0.01% | +77+85.6% | Added |
| Bruce G. Allen Investments, LLC | 168 | $17.8K | 0.01% | −75−30.9% | Reduced |
| Voisard Asset Management Group, Inc. | 172 | $18.3K | 0.01% | +2+1.2% | Added |
| Annapolis Financial Services, LLC | 175 | $18.6K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 175 | $18.6K | 0.01% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 178 | $18.9K | 0.01% | −160−47.3% | Reduced |
| West Paces Advisors Inc. | 196 | $20.8K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 198 | $21.0K | 0.02% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 196 | $21.0K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 198 | $21.0K | 0.01% | +2+1.0% | Added |
| Kessler Investment Group, LLC | 200 | $21.2K | 0.01% | −1,576−88.7% | Reduced |
| Chesapeake Asset Management LLC | 200 | $21.2K | 0.02% | −746−78.9% | Reduced |
| FSA Wealth Management LLC | 200 | $21.2K | 0.01% | 00.0% | Unchanged |