| Winch Advisory Services, LLC | 25 | $0 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 40 | $0 | 0.00% | +4+11.1% | Added |
| Financial Connections Group, Inc. | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 35 | $0 | 0.00% | +35 | New |
| Tradewinds Capital Management, LLC | 1 | $12 | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 1 | $12 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 1 | $12 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 2 | $24 | 0.00% | 00.0% | Unchanged |
| National Pension Service | 3 | $35 | 0.00% | −1,132−99.7% | Reduced |
| Larson Financial Group LLC | 3 | $36 | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 3 | $36 | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 4 | $47 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 4 | $48 | 0.00% | +1+33.3% | Added |
| Retirement Group, LLC | 5 | $59 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 6 | $72 | 0.00% | +6 | New |
| Delos Wealth Advisors, LLC | 7 | $83 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 7 | $83 | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 10 | $118 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $118 | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 10 | $124 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 11 | $129 | 0.00% | +11 | New |
| Global Financial Private Client, LLC | 19 | $228 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 20 | $237 | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 20 | $237 | 0.00% | +20 | New |
| First Financial Corp | 21 | $248 | 0.00% | −21−50.0% | Reduced |
| Disciplined Investments, LLC | 21 | $249 | 0.00% | +10+90.9% | Added |
| Private Trust Co NA | 22 | $260 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 22 | $260 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, Inc. | 23 | $272 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 25 | $296 | 0.00% | −50−66.7% | Reduced |
| Eukles Asset Management | 26 | $308 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 26 | $308 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 30 | $355 | 0.00% | −361−92.3% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 30 | $356 | 0.00% | 00.0% | Unchanged |
| Ravenstone Capital Management Inc. | 35 | $414 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 36 | $427 | 0.00% | −445−92.5% | Reduced |
| Bourgeon Capital Management LLC | 36 | $427 | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 40 | $474 | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 45 | $533 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 46 | $545 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 48 | $576 | 0.00% | +48 | New |
| WealthPLAN Partners, LLC | 50 | $592 | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 50 | $592 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 50 | $592 | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 50 | $601 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 55 | $651 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 57 | $675 | 0.00% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 58 | $687 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 59 | $699 | 0.00% | −140−70.4% | Reduced |
| WR Wealth Planners, LLC | 66 | $781 | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 67 | $793 | 0.05% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 74 | $876 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 76 | $900 | 0.00% | −1,253−94.3% | Reduced |
| Quent Capital, LLC | 76 | $900 | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 101 | $1.00K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 103 | $1.05K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 96 | $1.14K | 0.00% | +28+41.2% | Added |
| AdvisorNet Financial, Inc | 99 | $1.17K | 0.00% | −112−53.1% | Reduced |
| TCTC Holdings, LLC | 100 | $1.18K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 100 | $1.18K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 100 | $1.18K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 100 | $1.18K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 100 | $1.18K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 100 | $1.18K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 100 | $1.18K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 100 | $1.18K | 0.00% | +50+100.0% | Added |
| Cary Street Partner Investment Advisory LLC | 103 | $1.22K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 110 | $1.30K | 0.00% | +110 | New |
| Motco | 111 | $1.31K | 0.00% | +111 | New |
| Financial Freedom, LLC | 125 | $1.48K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 127 | $1.50K | 0.00% | +27+27.0% | Added |
| Concord Wealth Partners | 145 | $1.72K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 150 | $1.78K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 163 | $1.93K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 205 | $2.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 165 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 169 | $2.00K | 0.00% | +92+119.5% | Added |
| Northwest Capital Management Inc | 178 | $2.11K | 0.00% | +178 | New |
| Peoples Financial Services Corp. | 200 | $2.37K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 200 | $2.37K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 200 | $2.37K | 0.00% | +200 | New |
| Raleigh Capital Management Inc. | 200 | $2.37K | 0.00% | +200 | New |
| Register Financial Advisors LLC | 210 | $2.49K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 222 | $2.63K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 227 | $2.69K | 0.00% | −500−68.8% | Reduced |
| Nisa Investment Advisors, LLC | 233 | $2.76K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 242 | $2.87K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 250 | $2.96K | 0.00% | −500−66.7% | Reduced |
| FIL Ltd | 251 | $2.97K | 0.00% | +97+63.0% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 242 | $3.00K | 0.00% | −272−52.9% | Reduced |
| Tradition Wealth Management, LLC | 212 | $3.00K | 0.00% | +212 | New |
| Baystate Wealth Management LLC | 275 | $3.26K | 0.00% | +150+120.0% | Added |
| Atticus Wealth Management, LLC | 299 | $3.54K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 300 | $3.55K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 300 | $3.55K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 300 | $3.55K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 300 | $3.55K | 0.00% | 00.0% | Unchanged |