| Dogwood Wealth Management LLC | 0 | $4 | 0.00% | 0 | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | $49 | 0.00% | +1 | New |
| Valued Wealth Advisors LLC | 3 | $159 | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 4 | $211 | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 4 | $227 | 0.00% | +4 | New |
| Ruedi Wealth Management, Inc. | 6 | $317 | 0.00% | +6 | New |
| RFP Financial Group LLC | 7 | $386 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 10 | $529 | 0.00% | −24−70.6% | Reduced |
| MCF Advisors LLC | 12 | $634 | 0.00% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 13 | $667 | 0.00% | +1+8.3% | Added |
| Innealta Capital, LLC | 13 | $687 | 0.00% | +13 | New |
| Cornerstone Planning Group LLC | 16 | $947 | 0.00% | +5+45.5% | Added |
| DHJJ Financial Advisors, Ltd. | 18 | $951 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 26 | $1.00K | 0.00% | +26 | New |
| Fairman Group, LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 20 | $1.06K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 23 | $1.21K | 0.00% | +1+4.5% | Added |
| LGT Financial Advisors LLC | 23 | $1.22K | 0.00% | −576−96.2% | Reduced |
| Pacific Center for Financial Services | 23 | $1.22K | 0.00% | +23 | New |
| CarsonAllaria Wealth Management, Ltd. | 37 | $1.97K | 0.00% | +1+2.8% | Added |
| Planning Capital Management Corp | 40 | $2.14K | 0.00% | −34−45.9% | Reduced |
| Eagle Bay Advisors LLC | 44 | $2.32K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 47 | $2.48K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 52 | $2.71K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 53 | $2.79K | 0.00% | +1+1.9% | Added |
| Financial Management Professionals, Inc. | 58 | $3.00K | 0.00% | +25+75.8% | Added |
| Raffa Wealth Management, LLC | 57 | $3.01K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 57 | $3.02K | 0.00% | +11+23.9% | Added |
| Delta Asset Management LLC | 60 | $3.17K | 0.00% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 65 | $3.43K | 0.00% | +65 | New |
| Ibex Wealth Advisors | 67 | $3.52K | 0.00% | −45,038−99.9% | Reduced |
| Mascoma Wealth Management LLC | 67 | $3.54K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 71 | $3.76K | 0.00% | +1+1.4% | Added |
| CKW Financial Group | 75 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 82 | $4.33K | 0.00% | +1+1.2% | Added |
| Elequin Capital LP | 84 | $4.44K | 0.00% | +84 | New |
| Family Firm, Inc. | 84 | $4.46K | 0.00% | +84 | New |
| Carolinas Wealth Consulting LLC | 99 | $5.23K | 0.00% | +22+28.6% | Added |
| Global Trust Asset Management, LLC | 100 | $5.28K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 100 | $5.28K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 103 | $5.44K | 0.00% | −300−74.4% | Reduced |
| Operose Advisors LLC | 110 | $5.81K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 116 | $6.13K | 0.00% | −27−18.9% | Reduced |
| GHP Investment Advisors, Inc. | 121 | $6.39K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 125 | $6.60K | 0.00% | −3,335−96.4% | Reduced |
| Fairscale Capital, LLC | 120 | $6.76K | 0.01% | +120 | New |
| Unique Wealth Strategies, LLC | 129 | $6.98K | 0.00% | +129 | New |
| Roble, Belko & Company, Inc | 131 | $7.00K | 0.00% | +131 | New |
| Abich Financial Wealth Management LLC | 135 | $7.13K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 136 | $7.18K | 0.00% | 00.0% | Unchanged |
| Cultivar Capital, Inc. | 140 | $7.39K | 0.01% | +140 | New |
| Fortitude Family Office, LLC | 144 | $7.61K | 0.00% | +98+213.0% | Added |
| SYSTM Wealth Solutions LLC | 147 | $7.76K | 0.00% | −348−70.3% | Reduced |
| PSI Advisors, LLC | 150 | $7.92K | 0.00% | +55+57.9% | Added |
| Avion Wealth | 161 | $8.00K | 0.00% | +29+22.0% | Added |
| Insight Financial Services | 159 | $8.40K | 0.01% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 143 | $8.60K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 163 | $8.61K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 165 | $8.71K | 0.00% | +65+65.0% | Added |
| FSC Wealth Advisors, LLC | 167 | $8.81K | 0.01% | +1+0.6% | Added |
| Oakworth Capital, Inc. | 173 | $9.14K | 0.00% | +173 | New |
| CVA Family Office, LLC | 175 | $9.24K | 0.00% | +9+5.4% | Added |
| Highline Wealth Partners LLC | 176 | $9.32K | 0.00% | +60+51.7% | Added |
| St Germain D J Co Inc | 185 | $9.77K | 0.00% | −187−50.3% | Reduced |
| Ameliora Wealth Management Ltd. | 188 | $9.93K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 173 | $9.94K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 181 | $10.0K | 0.00% | +100+123.5% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 200 | $10.6K | 0.02% | 00.0% | Unchanged |
| Hoese & Co LLP | 200 | $10.6K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 205 | $10.6K | 0.01% | +148+259.6% | Added |
| Sachetta, LLC | 182 | $10.6K | 0.00% | +126+225.0% | Added |
| Strategic Investment Solutions, Inc. | 200 | $11.5K | 0.00% | +200 | New |
| SWS Partners | 221 | $11.7K | 0.00% | +221 | New |
| Creative Capital Management Investments LLC | 225 | $11.9K | 0.01% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 228 | $12.0K | 0.00% | +228 | New |
| First Horizon Advisors, Inc. | 229 | $12.1K | 0.00% | −1,716−88.2% | Reduced |
| Washington Trust Advisors, Inc. | 233 | $12.3K | 0.00% | +233 | New |
| First Command Advisory Services, Inc. | 235 | $12.4K | 0.00% | +233+11,650.0% | Added |
| CGC Financial Services, LLC | 236 | $12.5K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 238 | $12.6K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 250 | $13.2K | 0.01% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 253 | $13.4K | 0.02% | +4+1.6% | Added |
| Salomon & Ludwin, LLC | 254 | $13.4K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 275 | $14.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 268 | $14.2K | 0.00% | −314−54.0% | Reduced |
| SOA Wealth Advisors, LLC. | 274 | $14.5K | 0.00% | −285−51.0% | Reduced |
| NVWM, LLC | 276 | $14.6K | 0.00% | +267+2,966.7% | Added |
| Triad Wealth Partners, LLC | 276 | $14.6K | 0.01% | +276 | New |
| Rosenberg Matthew Hamilton | 280 | $14.7K | 0.00% | −128−31.4% | Reduced |
| Richard W. Paul & Associates, LLC | 281 | $14.8K | 0.01% | +98+53.6% | Added |
| Barrett & Company, Inc. | 284 | $15.0K | 0.01% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 293 | $15.5K | 0.00% | +5+1.7% | Added |
| Sandy Spring Bank | 297 | $15.7K | 0.00% | +169+132.0% | Added |
| Aspire Private Capital, LLC | 303 | $16.0K | 0.00% | +111+57.8% | Added |
| WR Wealth Planners, LLC | 319 | $16.9K | 0.01% | +8+2.6% | Added |
| Lynx Investment Advisory | 322 | $17.0K | 0.01% | +322 | New |
| Luken Investment Analytics, LLC | 327 | $17.3K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 337 | $17.8K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 338 | $17.9K | 0.01% | +201+146.7% | Added |
