| Ogorek Anthony Joseph | 24 | $0 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1 | $34 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 2 | $63 | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 2 | $67 | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 3 | $101 | 0.00% | +3 | New |
| Winnow Wealth LLC | 3 | $102 | 0.00% | +3 | New |
| St. Johns Investment Management Company, LLC | 4 | $134 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 4 | $134 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 5 | $168 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 5 | $168 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 6 | $202 | 0.00% | −14−70.0% | Reduced |
| AdvisorNet Financial, Inc | 7 | $235 | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 7 | $235 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 7 | $236 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 7 | $236 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 8 | $269 | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 8 | $269 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 8 | $269 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 9 | $303 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 9 | $303 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 9 | $303 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $336 | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 10 | $336 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 10 | $336 | 0.00% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 12 | $365 | 0.00% | +12 | New |
| Estabrook Capital Management | 11 | $370 | 0.00% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 11 | $370 | 0.00% | +11 | New |
| Cornerstone Planning Group LLC | 12 | $389 | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 12 | $403 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 13 | $412 | 0.00% | +3+30.0% | Added |
| Truvestments Capital LLC | 13 | $437 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 14 | $472 | 0.00% | +14 | New |
| Murphy & Mullick Capital Management Corp | 15 | $486 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 14 | $495 | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 15 | $504 | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 15 | $505 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 15 | $505 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 15 | $505 | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 17 | $571 | 0.00% | +17 | New |
| Johnson Financial Group, Inc. | 19 | $639 | 0.00% | −16−45.7% | Reduced |
| Bamco Inc | 20 | $672 | 0.00% | −171,506−100.0% | Reduced |
| Sunbelt Securities, Inc. | 22 | $739 | 0.00% | +22 | New |
| Disciplina Capital Management LLC | 22 | $756 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 24 | $806 | 0.00% | −3−11.1% | Reduced |
| Raffa Wealth Management, LLC | 25 | $840 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 27 | $907 | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 16 | $1.00K | 0.00% | +16 | New |
| True Wealth Design, LLC | 30 | $1.01K | 0.00% | +9+42.9% | Added |
| McIlrath & Eck, LLC | 31 | $1.04K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 32 | $1.08K | 0.00% | +32 | New |
| Darwin Advisors, LLC | 32 | $1.09K | 0.00% | +1+3.2% | Added |
| Zions Bancorporation, National Association | 33 | $1.11K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 33 | $1.11K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 36 | $1.21K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 37 | $1.24K | 0.00% | −111−75.0% | Reduced |
| Armstrong Advisory Group, Inc | 37 | $1.24K | 0.00% | −26−41.3% | Reduced |
| Binnacle Investments Inc | 37 | $1.24K | 0.00% | +37 | New |
| CNB Bank | 38 | $1.28K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 38 | $1.28K | 0.00% | +38 | New |
| Aventura Private Wealth, LLC | 39 | $1.31K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 40 | $1.36K | 0.00% | +40 | New |
| Bare Financial Services, Inc | 42 | $1.41K | 0.00% | +18+75.0% | Added |
| Financial Perspectives, Inc | 45 | $1.51K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 48 | $1.61K | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 48 | $1.61K | 0.00% | +48 | New |
| Private Wealth Asset Management, LLC | 49 | $1.65K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 51 | $1.71K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 51 | $1.72K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 52 | $1.75K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 54 | $1.82K | 0.00% | +54 | New |
| City State Bank | 55 | $1.85K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 56 | $1.88K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 60 | $2.02K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 60 | $2.02K | 0.00% | +60 | New |
| Generali Asset Management SPA SGR | 63 | $2.12K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 70 | $2.25K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 71 | $2.39K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 75 | $2.52K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 75 | $2.52K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 79 | $2.66K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 80 | $2.69K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 83 | $2.79K | 0.00% | +2+2.5% | Added |
| Asset Dedication, LLC | 84 | $2.82K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 87 | $2.92K | 0.00% | +33+61.1% | Added |
| Aspect Partners, LLC | 89 | $3.00K | 0.00% | +2+2.3% | Added |
| Crews Bank & Trust | 90 | $3.02K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 91 | $3.06K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 97 | $3.26K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 98 | $3.29K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 100 | $3.36K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 100 | $3.36K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 102 | $3.43K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 106 | $3.56K | 0.00% | −293−73.4% | Reduced |
| Guerra Advisors Inc | 108 | $3.62K | 0.00% | +108 | New |
| Heartwood Wealth Advisors LLC | 108 | $3.63K | 0.00% | +108 | New |
| High Note Wealth, LLC | 108 | $3.63K | 0.00% | +108 | New |
| Cullen/Frost Bankers, Inc. | 110 | $3.71K | 0.00% | −380−77.6% | Reduced |
| Graney & King, LLC | 112 | $3.76K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 117 | $3.93K | 0.00% | +58+98.3% | Added |
| Godsey & Gibb Associates | 119 | $4.00K | 0.00% | 00.0% | Unchanged |