| Dogwood Wealth Management LLC | 0 | $6 | 0.00% | 0 | Unchanged |
| McClarren Financial Advisors, Inc. | 214 | $181 | 0.13% | −630−74.6% | Reduced |
| ClariVest Asset Management LLC | 4 | $840 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 4 | $859 | 0.00% | +1+33.3% | Added |
| Financial Network Wealth Advisors LLC | 4 | $859 | 0.00% | +4 | New |
| Bare Financial Services, Inc | 4 | $998 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 5 | $1.07K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 5 | $1.07K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $1.07K | 0.00% | +5 | New |
| New England Capital Financial Advisors LLC | 6 | $1.39K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 7 | $1.50K | 0.00% | +2+40.0% | Added |
| Caitlin John, LLC | 7 | $1.57K | 0.00% | −10−58.8% | Reduced |
| Cornerstone Planning Group LLC | 7 | $1.68K | 0.00% | +4+133.3% | Added |
| Country Trust Bank | 8 | $1.72K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 8 | $1.72K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 8 | $1.72K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 8 | $1.72K | 0.00% | +8 | New |
| Lynx Investment Advisory | 9 | $1.93K | 0.00% | +9 | New |
| Venturi Wealth Management, LLC | 9 | $1.93K | 0.00% | +9 | New |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $2.15K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 10 | $2.15K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 11 | $2.36K | 0.00% | +3+37.5% | Added |
| Fairway Wealth LLC | 11 | $2.36K | 0.00% | +11 | New |
| ZRC Wealth Management, LLC | 13 | $2.79K | 0.00% | +13 | New |
| Unique Wealth Strategies, LLC | 11 | $2.80K | 0.00% | +11 | New |
| ICA Group Wealth Management, LLC | 14 | $2.96K | 0.00% | −80−85.1% | Reduced |
| Westend Capital Management, LLC | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 15 | $3.22K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 16 | $3.44K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 16 | $3.44K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 16 | $3.44K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 17 | $3.65K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 17 | $3.66K | 0.00% | −1−5.6% | Reduced |
| Laffer Tengler Investments | 18 | $3.86K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 19 | $4.00K | 0.00% | −2−9.5% | Reduced |
| Capital Analysts, LLC | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 20 | $4.29K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 21 | $4.51K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 23 | $4.89K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 23 | $4.94K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 25 | $5.25K | 0.00% | 00.0% | Unchanged |
| Trust Co | 25 | $5.37K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 25 | $5.37K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 28 | $6.01K | 0.00% | +16+133.3% | Added |
| Newbridge Financial Services Group, Inc. | 30 | $6.44K | 0.00% | +13+76.5% | Added |
| Icon Advisers Inc | 30 | $6.44K | 0.00% | +30 | New |
| Aspect Partners, LLC | 32 | $6.87K | 0.00% | −4−11.1% | Reduced |
| Keener Financial Planning LLC | 34 | $7.00K | 0.00% | −36−51.4% | Reduced |
| Coston, McIsaac & Partners | 34 | $7.00K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 35 | $7.51K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 35 | $7.51K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 40 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 37 | $9.24K | 0.00% | 00.0% | Unchanged |
| City State Bank | 44 | $9.45K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 47 | $10.1K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 48 | $10.4K | 0.00% | −15−23.8% | Reduced |
| Creekmur Asset Management LLC | 49 | $10.5K | 0.00% | +6+14.0% | Added |
| Arvest Investments, Inc. | 50 | $10.7K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 53 | $11.5K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 59 | $12.7K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 59 | $13.0K | 0.00% | −48−44.9% | Reduced |
| Riverview Trust Co | 66 | $14.2K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 67 | $14.4K | 0.01% | +11+19.6% | Added |
| McIlrath & Eck, LLC | 71 | $15.2K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 74 | $15.9K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 75 | $16.1K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 80 | $17.2K | 0.00% | −50−38.5% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 83 | $17.8K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 83 | $17.8K | 0.00% | +83 | New |
| GW&K Investment Management, LLC | 87 | $19.0K | 0.00% | +12+16.0% | Added |
| RFP Financial Group LLC | 89 | $19.1K | 0.01% | −5−5.3% | Reduced |
| 1832 Asset Management L.P. | 93 | $20.0K | 0.00% | −180,744−99.9% | Reduced |
| Bangor Savings Bank | 94 | $20.2K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 97 | $20.8K | 0.01% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 100 | $21.5K | 0.01% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 100 | $21.5K | 0.01% | 00.0% | Unchanged |
| nVerses Capital, LLC | 100 | $21.5K | 0.01% | +100 | New |
| Redwood Wealth Management Group, LLC | 101 | $21.7K | 0.02% | +101 | New |
| Coppell Advisory Solutions LLC | 103 | $22.1K | 0.00% | +103 | New |
| Boyd Watterson Asset Management LLC | 104 | $22.3K | 0.01% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 107 | $23.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 109 | $23.5K | 0.00% | −3−2.7% | Reduced |
| Versant Capital Management, Inc | 110 | $23.6K | 0.01% | −14−11.3% | Reduced |
| Oakmont Corp | 110 | $23.6K | 0.01% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 110 | $23.6K | 0.01% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 110 | $24.0K | 0.01% | +110 | New |
| CarsonAllaria Wealth Management, Ltd. | 112 | $24.2K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 115 | $24.7K | 0.02% | 00.0% | Unchanged |
| Custom Portfolio Group LLC | 117 | $25.1K | 0.02% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 123 | $26.4K | 0.01% | +1+0.8% | Added |
| 1620 Investment Advisors, Inc. | 125 | $26.8K | 0.02% | +125 | New |
| Dunhill Financial, LLC | 127 | $27.3K | 0.02% | +5+4.1% | Added |
| Rise Advisors, LLC | 134 | $28.7K | 0.02% | +1+0.8% | Added |
| Nemes Rush Group LLC | 134 | $28.8K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 141 | $30.3K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 146 | $31.0K | 0.02% | +146 | New |
| Rational Advisors LLC | 146 | $31.3K | 0.00% | −10−6.4% | Reduced |
| HWG Holdings LP | 146 | $31.3K | 0.01% | +146 | New |
| Adirondack Trust Co | 150 | $32.2K | 0.01% | 00.0% | Unchanged |