| Dogwood Wealth Management LLC | 0 | $13 | 0.00% | 0 | New |
| ClariVest Asset Management LLC | 1 | $466 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1 | $469 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $469 | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 1 | $469 | 0.00% | +1 | New |
| WFA Asset Management Corp | 1 | $498 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $936 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 2 | $936 | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 2 | $936 | 0.00% | +2 | New |
| Delos Wealth Advisors, LLC | 2 | $937 | 0.00% | −27−93.1% | Reduced |
| Bollard Group LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 3 | $1.00K | 0.00% | +1+50.0% | Added |
| Financial Synergies Wealth Advisors, Inc. | 2 | $1.09K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 3 | $1.40K | 0.00% | +3 | New |
| Trifecta Capital Advisors, LLC | 3 | $1.41K | 0.00% | −175−98.3% | Reduced |
| New England Capital Financial Advisors LLC | 3 | $1.41K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 3 | $1.41K | 0.00% | +3 | New |
| Voisard Asset Management Group, Inc. | 3 | $1.41K | 0.00% | +3 | New |
| Retirement Group, LLC | 3 | $1.41K | 0.00% | +3 | New |
| Davis Capital Management | 4 | $1.87K | 0.00% | +4 | New |
| West Branch Capital LLC | 5 | $2.34K | 0.00% | +5 | New |
| Rockbridge Investment Management, LCC | 6 | $2.81K | 0.00% | +6 | New |
| Long Island Wealth Management, Inc. | 6 | $3.00K | 0.00% | +6 | New |
| TCTC Holdings, LLC | 7 | $3.28K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 7 | $3.28K | 0.00% | +7 | New |
| Perkins Coie Trust Co | 8 | $3.75K | 0.00% | −13−61.9% | Reduced |
| Naples Money Management LLC | 8 | $3.75K | 0.00% | +8 | New |
| Banque Cantonale Vaudoise | 8 | $4.00K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 9 | $4.21K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 9 | $4.21K | 0.00% | +9 | New |
| IAG Wealth Partners, LLC | 9 | $4.21K | 0.00% | 00.0% | Unchanged |
| Garner Asset Management Corp | 10 | $4.51K | 0.00% | +10 | New |
| Cornerstone Planning Group LLC | 10 | $4.68K | 0.00% | −3−23.1% | Reduced |
| Eukles Asset Management | 10 | $4.68K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 10 | $4.68K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 10 | $4.68K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 10 | $4.68K | 0.00% | +3+42.9% | Added |
| Atwood & Palmer Inc | 10 | $4.68K | 0.00% | −20−66.7% | Reduced |
| Ritter Daniher Financial Advisory LLC | 10 | $4.68K | 0.00% | +10 | New |
| DiNuzzo Private Wealth, Inc. | 10 | $4.68K | 0.00% | +10 | New |
| Hollencrest Capital Management | 10 | $4.75K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 10 | $4.92K | 0.24% | +2+25.0% | Added |
| Coston, McIsaac & Partners | 12 | $5.00K | 0.00% | 00.0% | Unchanged |
| One River Asset Management, LLC | 11 | $5.15K | 0.00% | −30−73.2% | Reduced |
| Main Street Group, LTD | 11 | $5.24K | 0.00% | +11 | New |
| SJS Investment Consulting Inc. | 12 | $5.62K | 0.00% | +2+20.0% | Added |
| Signature Resources Capital Management, LLC | 12 | $5.62K | 0.01% | +12 | New |
| Ogorek Anthony Joseph | 17 | $7.00K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 15 | $7.02K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 15 | $7.02K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 15 | $7.02K | 0.00% | +15 | New |
| Frank, Rimerman Advisors LLC | 15 | $7.02K | 0.00% | +15 | New |
| Tennessee Valley Asset Management Partners | 15 | $7.13K | 0.00% | +15 | New |
| BFSG, LLC | 16 | $7.49K | 0.00% | +16 | New |
| LM Advisors LLC | 16 | $7.51K | 0.00% | +16 | New |
| Optimum Investment Advisors | 17 | $7.96K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 18 | $8.00K | 0.00% | −11−37.9% | Reduced |
| Concord Wealth Partners | 18 | $8.43K | 0.00% | −23−56.1% | Reduced |
| FWL Investment Management, LLC | 18 | $8.43K | 0.00% | +18 | New |
| Cetera Trust Company, N.A | 18 | $8.43K | 0.01% | +18 | New |
| Raleigh Capital Management Inc. | 18 | $8.46K | 0.00% | +15+500.0% | Added |
| JDM Financial Group LLC | 18 | $8.57K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 20 | $8.87K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 20 | $9.36K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 20 | $9.48K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 21 | $9.83K | 0.00% | +6+40.0% | Added |
| HHM Wealth Advisors, LLC | 22 | $10.3K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 22 | $10.4K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 24 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 24 | $11.5K | 0.00% | +24 | New |
| Thompson Investment Management, Inc. | 25 | $11.7K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 25 | $11.7K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 25 | $11.7K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 25 | $11.7K | 0.00% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 27 | $12.6K | 0.01% | +27 | New |
| Larson Financial Group LLC | 27 | $12.6K | 0.00% | −20−42.6% | Reduced |
| Red Tortoise LLC | 27 | $12.6K | 0.01% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 27 | $13.0K | 0.00% | 00.0% | Unchanged |
| Ables, Iannone, Moore & Associates, Inc. | 29 | $13.6K | 0.01% | +29 | New |
| Hazlett, Burt & Watson, Inc. | 30 | $14.0K | 0.01% | −14−31.8% | Reduced |
| Riggs Asset Managment Co. Inc. | 30 | $14.0K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 30 | $14.2K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 32 | $15.0K | 0.01% | −196−86.0% | Reduced |
| Versant Capital Management, Inc | 32 | $15.0K | 0.00% | −3−8.6% | Reduced |
| Duncker Streett & Co Inc | 34 | $15.9K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 35 | $16.0K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 35 | $16.4K | 0.02% | +35 | New |
| Gables Capital Management Inc. | 38 | $17.8K | 0.01% | 00.0% | Unchanged |
| Point72 Europe (London) LLP | 38 | $17.8K | 0.00% | +38 | New |
| Rakuten Securities, Inc. | 39 | $18.3K | 0.01% | +39 | New |
| Annapolis Financial Services, LLC | 40 | $18.7K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 40 | $18.8K | 0.02% | +40 | New |
| Grayhawk Investment Strategies Inc. | 41 | $19.2K | 0.01% | 00.0% | Unchanged |
| Planning Capital Management Corp | 41 | $19.3K | 0.02% | +41 | New |
| Private Ocean, LLC | 42 | $19.7K | 0.00% | 00.0% | Unchanged |
| FIL Ltd | 44 | $20.6K | 0.00% | +9+25.7% | Added |
| Close Asset Management Ltd | 45 | $21.0K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 45 | $21.0K | 0.01% | +45 | New |
| GW&K Investment Management, LLC | 47 | $22.0K | 0.00% | +1+2.2% | Added |