| Dogwood Wealth Management LLC | 0 | $16 | 0.00% | 0 | Unchanged |
| West Branch Capital LLC | 1 | $362 | 0.00% | +1 | New |
| Mendota Financial Group, LLC | 1 | $362 | 0.00% | +1 | New |
| Beaird Harris Wealth Management, LLC | 2 | $723 | 0.00% | −36−94.7% | Reduced |
| Gilliland Jeter Wealth Management LLC | 2 | $723 | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 2 | $723 | 0.00% | +2 | New |
| Atwood & Palmer Inc | 3 | $1.08K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 4 | $1.44K | 0.00% | +4 | New |
| NVWM, LLC | 4 | $1.45K | 0.00% | −2−33.3% | Reduced |
| WestEnd Advisors, LLC | 4 | $1.45K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 4 | $1.45K | 0.00% | +4 | New |
| 1620 Investment Advisors, Inc. | 5 | $1.74K | 0.00% | +5 | New |
| Cassady Schiller Wealth Management, LLC | 6 | $2.17K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 6 | $2.17K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 6 | $2.17K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 7 | $2.78K | 0.00% | −3,542−99.8% | Reduced |
| POM Investment Strategies, LLC | 8 | $2.89K | 0.00% | −43−84.3% | Reduced |
| Iron Horse Wealth Management, LLC | 9 | $3.25K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 10 | $3.61K | 0.00% | +3+42.9% | Added |
| ESL Trust Services, LLC | 10 | $3.61K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 10 | $3.61K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 10 | $3.61K | 0.00% | +10 | New |
| Rakuten Securities, Inc. | 11 | $3.97K | 0.00% | −15−57.7% | Reduced |
| Pacific Center for Financial Services | 11 | $3.97K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 11 | $4.06K | 0.00% | −19−63.3% | Reduced |
| Byrne Asset Management LLC | 12 | $4.33K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 13 | $4.70K | 0.00% | −67−83.8% | Reduced |
| City State Bank | 13 | $4.70K | 0.00% | 00.0% | Unchanged |
| Copley Financial Group, Inc. | 13 | $4.70K | 0.00% | +13 | New |
| City Holding Co | 14 | $5.06K | 0.00% | +14 | New |
| Claris Advisors, LLC | 14 | $5.06K | 0.00% | +14 | New |
| Vermillion & White Wealth Management Group, LLC | 15 | $5.42K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 15 | $5.42K | 0.00% | +1+7.1% | Added |
| Kozak & Associates, Inc. | 15 | $5.43K | 0.00% | +10+200.0% | Added |
| Slocum, Gordon & Co LLP | 17 | $6.14K | 0.00% | −57−77.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 17 | $6.14K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 17 | $6.14K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 17 | $6.14K | 0.00% | +17 | New |
| WealthCollab, LLC | 18 | $6.50K | 0.00% | 00.0% | Unchanged |
| Lincluden Management Ltd | 20 | $7.00K | 0.00% | +20 | New |
| Your Advocates Ltd., LLP | 20 | $7.22K | 0.00% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 20 | $7.22K | 0.00% | +20 | New |
| Strategic Investment Solutions, Inc. | 21 | $7.46K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 21 | $7.59K | 0.00% | −129−86.0% | Reduced |
| Avion Wealth | 26 | $9.00K | 0.00% | +3+13.0% | Added |
| Creekmur Asset Management LLC | 25 | $9.03K | 0.00% | −28−52.8% | Reduced |
| Fairfield Financial Advisors, LTD | 26 | $9.40K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 27 | $9.76K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 27 | $9.76K | 0.00% | +27 | New |
| Penserra Capital Management LLC | 30 | $10.0K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 28 | $10.1K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 28 | $10.1K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 30 | $10.8K | 0.02% | 00.0% | Unchanged |
| NewSquare Capital LLC | 30 | $10.8K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 33 | $11.9K | 0.00% | +33 | New |
| Delta Asset Management LLC | 35 | $12.6K | 0.00% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 35 | $12.7K | 0.00% | +35 | New |
| Silicon Valley Capital Partners | 35 | $12.8K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 38 | $13.5K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 37 | $13.7K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 40 | $14.4K | 0.01% | +24+150.0% | Added |
| Country Trust Bank | 41 | $14.8K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 42 | $15.2K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 43 | $15.5K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 43 | $15.6K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 44 | $15.9K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 44 | $15.9K | 0.01% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 50 | $17.0K | 0.01% | 00.0% | Unchanged |
| Centennial Bank | 48 | $17.3K | 0.01% | −45−48.4% | Reduced |
| Highline Wealth Partners LLC | 48 | $17.3K | 0.01% | +41+585.7% | Added |
| First Pacific Financial | 48 | $17.4K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 49 | $17.7K | 0.00% | +39+390.0% | Added |
| Bray Capital Advisors | 50 | $18.1K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 50 | $18.1K | 0.01% | 00.0% | Unchanged |
| BNP Paribas | 50 | $18.1K | 0.00% | +35+233.3% | Added |
| CBIZ Investment Advisory Services, LLC | 50 | $18.1K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 51 | $18.4K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 51 | $18.4K | 0.00% | +37+264.3% | Added |
| MB, Levis & Associates, LLC | 56 | $20.2K | 0.01% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 57 | $20.6K | 0.01% | +57 | New |
| Pathway Financial Advisers, LLC | 57 | $20.7K | 0.01% | −1−1.7% | Reduced |
| Cetera Trust Company, N.A | 58 | $21.0K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 60 | $22.0K | 0.00% | −1−1.6% | Reduced |
| Coston, McIsaac & Partners | 63 | $22.0K | 0.01% | +1+1.6% | Added |
| FSA Wealth Management LLC | 61 | $22.1K | 0.01% | +61 | New |
| Disciplina Capital Management LLC | 63 | $22.8K | 0.00% | +63 | New |
| Kennebec Savings Bank | 63 | $22.8K | 0.02% | +63 | New |
| Financial Connections Group, Inc. | 66 | $23.0K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 65 | $23.3K | 0.01% | +1+1.6% | Added |
| Pacific Capital Wealth Advisors, Inc | 66 | $23.8K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 70 | $25.3K | 0.02% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 71 | $25.6K | 0.01% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 72 | $26.0K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 72 | $26.0K | 0.02% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 73 | $26.2K | 0.01% | +41+128.1% | Added |
| Wellington Shields & Co., LLC | 75 | $27.1K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 76 | $27.4K | 0.01% | +37+94.9% | Added |
| Atlas Capital Advisors LLC | 76 | $27.5K | 0.00% | 00.0% | Unchanged |
| Knuff & Co LLC | 80 | $28.9K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 81 | $29.3K | 0.01% | +1+1.3% | Added |