| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| WestEnd Advisors, LLC | 1 | $105 | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 1 | $111 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $210 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 3 | $315 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 3 | $315 | 0.00% | +3 | New |
| Raleigh Capital Management Inc. | 5 | $525 | 0.00% | +5 | New |
| Gradient Investments LLC | 6 | $630 | 0.00% | −51−89.5% | Reduced |
| POM Investment Strategies, LLC | 6 | $630 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 6 | $630 | 0.00% | +6 | New |
| Assetmark, Inc | 9 | $945 | 0.00% | −20−69.0% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 14 | $1.00K | 0.00% | +14 | New |
| TFC Financial Management | 11 | $1.16K | 0.00% | +1+10.0% | Added |
| Riggs Asset Managment Co. Inc. | 11 | $1.16K | 0.00% | +11 | New |
| SRS Capital Advisors, Inc. | 12 | $1.26K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 12 | $1.26K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 13 | $1.36K | 0.00% | −2−13.3% | Reduced |
| Pineridge Advisors LLC | 14 | $1.48K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 15 | $1.57K | 0.00% | −32−68.1% | Reduced |
| Trifecta Capital Advisors, LLC | 15 | $1.57K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 15 | $1.57K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 15 | $1.57K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 17 | $1.78K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 17 | $1.82K | 0.00% | +2+13.3% | Added |
| Leonteq Securities AG | 18 | $1.89K | 0.00% | −51−73.9% | Reduced |
| Financial Management Professionals, Inc. | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 19 | $2.06K | 0.00% | +19 | New |
| Moisand Fitzgerald Tamayo, LLC | 22 | $2.31K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 24 | $2.52K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 25 | $2.63K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 31 | $3.25K | 0.00% | +22+244.4% | Added |
| MCF Advisors LLC | 32 | $3.36K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 34 | $3.57K | 0.00% | −2−5.6% | Reduced |
| Hexagon Capital Partners LLC | 34 | $3.57K | 0.00% | +4+13.3% | Added |
| CVA Family Office, LLC | 35 | $3.67K | 0.00% | 00.0% | Unchanged |
| First Foundation Advisors | 41 | $4.30K | 0.00% | +41 | New |
| Sittner & Nelson, LLC | 42 | $4.41K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 45 | $4.73K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 46 | $4.83K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 50 | $5.00K | 0.00% | +25+100.0% | Added |
| Bellevue Asset Management, LLC | 50 | $5.25K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 57 | $5.71K | 0.00% | −9−13.6% | Reduced |
| Abich Financial Wealth Management LLC | 56 | $5.88K | 0.00% | +11+24.4% | Added |
| LRI Investments, LLC | 57 | $5.98K | 0.00% | +57 | New |
| Abound Wealth Management | 57 | $5.99K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 62 | $6.51K | 0.00% | +11+21.6% | Added |
| Manchester Capital Management LLC | 63 | $6.57K | 0.00% | +9+16.7% | Added |
| Harbor Investment Advisory, LLC | 66 | $6.93K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 67 | $7.03K | 0.00% | +67 | New |
| Prestige Wealth Management Group LLC | 68 | $7.14K | 0.00% | −43−38.7% | Reduced |
| C M Bidwell & Associates Ltd | 70 | $7.35K | 0.01% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 72 | $7.56K | 0.01% | −12−14.3% | Reduced |
| VitalStone Financial, LLC | 73 | $8.00K | 0.01% | −4,315−98.3% | Reduced |
| Bogart Wealth, LLC | 80 | $8.40K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 85 | $8.92K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 88 | $9.00K | 0.00% | −4−4.3% | Reduced |
| JJJ Advisors Inc. | 96 | $10.1K | 0.00% | +53+123.3% | Added |
| Central Trust Co | 97 | $10.2K | 0.00% | −60−38.2% | Reduced |
| Colonial Trust Advisors | 100 | $10.5K | 0.00% | −100−50.0% | Reduced |
| Adirondack Trust Co | 100 | $10.5K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 100 | $10.5K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 100 | $10.5K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 100 | $10.5K | 0.00% | +100 | New |
| Gilliland Jeter Wealth Management LLC | 100 | $10.5K | 0.00% | +100 | New |
| Householder Group Estate & Retirement Specialist, LLC | 101 | $10.6K | 0.00% | +1+1.0% | Added |
| Frazier Financial Advisors, LLC | 103 | $10.8K | 0.01% | +69+202.9% | Added |
| Bell Investment Advisors, Inc | 105 | $11.0K | 0.00% | +34+47.9% | Added |
| Scarborough Advisors, LLC | 111 | $11.7K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 114 | $12.0K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 150 | $13.2K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 128 | $13.4K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 130 | $13.6K | 0.00% | −11−7.8% | Reduced |
| Private Trust Co NA | 133 | $14.0K | 0.00% | −47−26.1% | Reduced |
| Versant Capital Management, Inc | 138 | $14.5K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 139 | $14.6K | 0.00% | −11−7.3% | Reduced |
| Farmers & Merchants Investments Inc | 148 | $15.5K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 161 | $16.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 161 | $16.9K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 163 | $17.1K | 0.00% | +9+5.8% | Added |
| GPS Wealth Strategies Group, LLC | 175 | $18.4K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 185 | $19.4K | 0.01% | +185 | New |
| Smartleaf Asset Management LLC | 186 | $19.6K | 0.00% | +173+1,330.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 187 | $19.6K | 0.00% | +187 | New |
| Norwood Financial Corp | 200 | $21.0K | 0.03% | +200 | New |
| Larson Financial Group LLC | 206 | $21.6K | 0.00% | +196+1,960.0% | Added |
| Smithfield Trust Co | 215 | $23.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 241 | $25.4K | 0.00% | −70−22.5% | Reduced |
| Sunbelt Securities, Inc. | 249 | $26.1K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 258 | $27.1K | 0.00% | +226+706.3% | Added |
| Rise Advisors, LLC | 261 | $27.4K | 0.01% | +261 | New |
| Capital Advisors, Ltd. LLC | 266 | $28.0K | 0.00% | +7+2.7% | Added |
| New Covenant Trust Company, N.A. | 270 | $28.3K | 0.03% | +270 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 300 | $29.4K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 303 | $31.8K | 0.00% | 00.0% | Unchanged |
| American National Bank | 307 | $32.2K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 320 | $33.6K | 0.02% | 00.0% | Unchanged |
| ORG Partners LLC | 321 | $33.7K | 0.06% | +26+8.8% | Added |
| Crewe Advisors LLC | 334 | $35.1K | 0.00% | +334 | New |
| Hartford Financial Management Inc. | 340 | $35.7K | 0.01% | +17+5.3% | Added |