| Roble, Belko & Company, Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 1 | $255 | 0.00% | +1 | New |
| One River Asset Management, LLC | 1 | $336 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 1 | $342 | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 1 | $342 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 1 | $342 | 0.00% | +1 | New |
| Mendota Financial Group, LLC | 1 | $342 | 0.00% | +1 | New |
| Pacific Center for Financial Services | 1 | $352 | 0.00% | +1 | Added |
| ClariVest Asset Management LLC | 2 | $682 | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 2 | $684 | 0.02% | −10,660−100.0% | Reduced |
| Country Trust Bank | 2 | $684 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $684 | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 2 | $684 | 0.00% | +2 | New |
| Dogwood Wealth Management LLC | 2 | $696 | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 3 | $1.03K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 4 | $1.37K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 5 | $1.71K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 5 | $1.71K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 5 | $1.71K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 7 | $2.39K | 0.00% | +7 | New |
| Abich Financial Wealth Management LLC | 8 | $2.73K | 0.01% | −16−66.7% | Reduced |
| PayPay Securities Corp | 8 | $2.73K | 0.24% | +5+166.7% | Added |
| AlphaMark Advisors, LLC | 8 | $3.00K | 0.00% | −50−86.2% | Reduced |
| TruNorth Capital Management, LLC | 9 | $3.08K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 10 | $3.42K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $3.42K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 10 | $3.42K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 10 | $3.42K | 0.00% | +10 | New |
| Jackson, Grant Investment Advisers, Inc. | 12 | $4.10K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 12 | $4.10K | 0.00% | 00.0% | Unchanged |
| City State Bank | 12 | $4.10K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 13 | $4.44K | 0.00% | −153−92.2% | Reduced |
| DiNuzzo Private Wealth, Inc. | 13 | $4.44K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 13 | $4.44K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 14 | $4.79K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 14 | $4.79K | 0.00% | +3+27.3% | Added |
| Albion Financial Group | 14 | $4.79K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 14 | $4.79K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 446 | $5.00K | 0.01% | +107+31.6% | Added |
| Bare Financial Services, Inc | 16 | $5.47K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 17 | $5.81K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 18 | $6.15K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 18 | $6.15K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 18 | $6.15K | 0.00% | +6+50.0% | Added |
| WealthCollab, LLC | 18 | $6.15K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 18 | $6.15K | 0.00% | +18 | New |
| McMahon Financial Advisors, LLC | 19 | $6.49K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 19 | $6.49K | 0.00% | +7+58.3% | Added |
| CarsonAllaria Wealth Management, Ltd. | 20 | $6.84K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 20 | $6.84K | 0.00% | +20 | New |
| Northwest Financial Advisors | 25 | $8.54K | 0.01% | +25 | New |
| Solstein Capital, LLC | 27 | $9.23K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 29 | $10.0K | 0.00% | +29 | New |
| Prestige Wealth Management Group LLC | 30 | $10.3K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 30 | $10.3K | 0.01% | 00.0% | Unchanged |
| NCP Inc. | 30 | $10.3K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 31 | $10.6K | 0.01% | +6+24.0% | Added |
| Christopher J. Hasenberg, Inc | 31 | $11.0K | 0.00% | +31 | New |
| Winch Advisory Services, LLC | 33 | $11.3K | 0.00% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 35 | $12.0K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 36 | $12.3K | 0.01% | +14+63.6% | Added |
| Dunhill Financial, LLC | 37 | $12.6K | 0.01% | +32+640.0% | Added |
| JCIC Asset Management Inc. | 38 | $13.0K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 39 | $13.3K | 0.01% | 00.0% | Unchanged |
| Robinswood Financial LLC | 39 | $13.3K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 39 | $13.3K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 40 | $13.7K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 41 | $14.0K | 0.00% | +8+24.2% | Added |
| Valued Wealth Advisors LLC | 41 | $14.0K | 0.01% | +26+173.3% | Added |
| Sittner & Nelson, LLC | 42 | $14.4K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 45 | $15.4K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 48 | $16.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 47 | $16.1K | 0.00% | +47 | New |
| Cohen & Steers, Inc. | 51 | $17.0K | 0.00% | −51−50.0% | Reduced |
| Stuart Chaussee & Associates, Inc. | 51 | $17.4K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 54 | $18.5K | 0.01% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 55 | $18.8K | 0.00% | +6+12.2% | Added |
| Planning Capital Management Corp | 57 | $19.5K | 0.01% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 57 | $19.5K | 0.01% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 49 | $19.5K | 0.01% | −111−69.4% | Reduced |
| Fortitude Family Office, LLC | 59 | $20.2K | 0.01% | +40+210.5% | Added |
| Richard W. Paul & Associates, LLC | 60 | $20.5K | 0.01% | −50−45.5% | Reduced |
| FWL Investment Management, LLC | 60 | $20.5K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 60 | $20.5K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 62 | $21.0K | 0.02% | 00.0% | Unchanged |
| Castleview Partners, LLC | 62 | $21.2K | 0.01% | −50−44.6% | Reduced |
| REAP Financial Group, LLC | 67 | $23.0K | 0.01% | +8+13.6% | Added |
| Loomis Sayles & Co L P | 71 | $24.0K | 0.00% | −818−92.0% | Reduced |
| SJS Investment Consulting Inc. | 71 | $24.3K | 0.00% | +45+173.1% | Added |
| Beaird Harris Wealth Management, LLC | 72 | $24.6K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 74 | $25.3K | 0.01% | +1+1.4% | Added |
| RiverPark Advisors, LLC | 76 | $26.0K | 0.02% | −40−34.5% | Reduced |
| First Personal Financial Services | 76 | $26.0K | 0.01% | +1+1.3% | Added |
| Capital Advisors, Ltd. LLC | 77 | $26.0K | 0.00% | +41+113.9% | Added |
| Anchor Investment Management, LLC | 78 | $26.7K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 80 | $27.3K | 0.02% | −60−42.9% | Reduced |
| Avion Wealth | 86 | $29.0K | 0.01% | +7+8.9% | Added |
| Itau Unibanco Holding S.A. | 85 | $29.1K | 0.00% | +85 | New |