| Dogwood Wealth Management LLC | 0 | $15 | 0.00% | 0 | Unchanged |
| Capital Management Associates, Inc | – | $53 | 0.00% | – | New |
| TD Capital Management LLC | 1 | $221 | 0.00% | −45−97.8% | Reduced |
| Gilliland Jeter Wealth Management LLC | 2 | $716 | 0.00% | +2 | New |
| Atwood & Palmer Inc | 3 | $1.07K | 0.00% | −39−92.9% | Reduced |
| First Command Advisory Services, Inc. | 4 | $1.43K | 0.00% | +4 | New |
| Caitlin John, LLC | 4 | $1.47K | 0.00% | −6−60.0% | Reduced |
| Kozak & Associates, Inc. | 5 | $1.68K | 0.00% | −146−96.7% | Reduced |
| WestEnd Advisors, LLC | 5 | $1.79K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 5 | $1.79K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 5 | $1.79K | 0.00% | +5 | New |
| True Wealth Design, LLC | 5 | $1.79K | 0.00% | −24−82.8% | Reduced |
| Global Wealth Strategies & Associates | 6 | $2.15K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 6 | $2.15K | 0.00% | +6 | New |
| Financial Synergies Wealth Advisors, Inc. | 6 | $2.15K | 0.00% | −2−25.0% | Reduced |
| Chesapeake Asset Management LLC | 7 | $2.50K | 0.00% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 952,998 | $2.69K | 0.12% | +952,998 | New |
| POM Investment Strategies, LLC | 8 | $2.86K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 8 | $2.86K | 0.00% | +8 | New |
| Iron Horse Wealth Management, LLC | 9 | $3.22K | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 9 | $3.22K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 9 | $3.22K | 0.00% | +9 | New |
| Trifecta Capital Advisors, LLC | 10 | $3.58K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 10 | $3.58K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 10 | $3.58K | 0.00% | +9+900.0% | Added |
| Abich Financial Wealth Management LLC | 10 | $3.58K | 0.00% | +10 | New |
| Pacific Center for Financial Services | 11 | $3.94K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 12 | $4.29K | 0.00% | −13−52.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 12 | $4.29K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 13 | $4.65K | 0.00% | 00.0% | Unchanged |
| City State Bank | 13 | $5.00K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 14 | $5.01K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 15 | $5.37K | 0.00% | 00.0% | Unchanged |
| BNP Paribas | 15 | $5.37K | 0.00% | +15 | New |
| Global Financial Private Client, LLC | 16 | $5.67K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 17 | $6.08K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 17 | $6.08K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 18 | $6.44K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 18 | $6.44K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 17 | $7.00K | 0.00% | +3+21.4% | Added |
| Your Advocates Ltd., LLP | 20 | $7.16K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 23 | $8.23K | 0.00% | 00.0% | Unchanged |
| Vima LLC | 30 | $8.56K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 27 | $9.66K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 30 | $10.0K | 0.00% | −1,538−98.1% | Reduced |
| Raffa Wealth Management, LLC | 28 | $10.0K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 28 | $10.0K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 30 | $10.7K | 0.01% | +30 | New |
| Dunhill Financial, LLC | 32 | $11.6K | 0.01% | +4+14.3% | Added |
| ORG Partners LLC | 34 | $12.1K | 0.02% | −30−46.9% | Reduced |
| REAP Financial Group, LLC | 35 | $12.4K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 35 | $12.5K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 35 | $12.5K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 35 | $12.6K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 44 | $13.2K | 0.01% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 37 | $13.2K | 0.00% | +2+5.7% | Added |
| Robinswood Financial LLC | 37 | $13.4K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 38 | $13.5K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 41 | $14.7K | 0.00% | +21+105.0% | Added |
| Beaird Harris Wealth Management, LLC | 42 | $15.0K | 0.00% | −3−6.7% | Reduced |
| Barrett & Company, Inc. | 42 | $15.0K | 0.01% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 43 | $15.3K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 43 | $15.4K | 0.01% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 45 | $16.1K | 0.01% | 00.0% | Unchanged |
| Centennial Bank | 45 | $16.1K | 0.01% | 00.0% | Unchanged |
| First Pacific Financial | 48 | $17.2K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 49 | $17.5K | 0.00% | −167−77.3% | Reduced |
| SRS Capital Advisors, Inc. | 50 | $17.8K | 0.00% | 00.0% | Unchanged |
| Bray Capital Advisors | 50 | $17.9K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 50 | $17.9K | 0.01% | +50 | New |
| America First Investment Advisors, LLC | 51 | $18.3K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 52 | $18.6K | 0.00% | +52 | New |
| LifeSteps Financial, Inc. | 53 | $19.0K | 0.01% | +53 | New |
| Retirement Group, LLC | 54 | $19.5K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 56 | $20.0K | 0.01% | +16+40.0% | Added |
| Pathway Financial Advisers, LLC | 57 | $20.4K | 0.01% | −32−36.0% | Reduced |
| Wellington Shields & Co., LLC | 58 | $20.8K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 58 | $20.8K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 60 | $21.5K | 0.01% | −18−23.1% | Reduced |
| FSA Wealth Management LLC | 61 | $21.8K | 0.01% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 65 | $21.9K | 0.00% | +65 | New |
| Transamerica Financial Advisors, Inc. | 61 | $22.0K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 62 | $22.0K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 62 | $22.2K | 0.01% | +50+416.7% | Added |
| DT Investment Partners, LLC | 63 | $22.5K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 64 | $22.7K | 0.01% | +3+4.9% | Added |
| Newbridge Financial Services Group, Inc. | 66 | $23.6K | 0.01% | −11−14.3% | Reduced |
| LRI Investments, LLC | 66 | $23.6K | 0.01% | +66 | New |
| Orion Capital Management LLC | 67 | $24.0K | 0.01% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 68 | $24.3K | 0.01% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 70 | $25.1K | 0.02% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 71 | $25.4K | 0.01% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 74 | $26.5K | 0.02% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 74 | $26.5K | 0.01% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 75 | $26.8K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 76 | $27.2K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 77 | $27.6K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 78 | $27.9K | 0.01% | 00.0% | Unchanged |
| Knuff & Co LLC | 80 | $28.6K | 0.01% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 82 | $29.4K | 0.02% | 00.0% | Unchanged |