| McClarren Financial Advisors, Inc. | 155 | $0 | 0.00% | +149+2,483.3% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 1 | $0 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Horizon Financial Services, LLC | 1 | $155 | 0.00% | +1 | New |
| Redwood Wealth Management Group, LLC | 1 | $155 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 2 | $311 | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 2 | $311 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 2 | $311 | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 2 | $311 | 0.00% | +2 | New |
| Painted Porch Advisors LLC | 2 | $311 | 0.00% | +2 | New |
| Islay Capital Management, LLC | 3 | $466 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 3 | $467 | 0.00% | +3 | New |
| TFC Financial Management | 3 | $467 | 0.00% | +3 | New |
| BFSG, LLC | 4 | $622 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 4 | $622 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 4 | $622 | 0.00% | +1+33.3% | Added |
| Innealta Capital, LLC | 4 | $622 | 0.00% | +4 | New |
| West Paces Advisors Inc. | 5 | $777 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 5 | $777 | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 5 | $778 | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 6 | $933 | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 6 | $933 | 0.00% | +1+20.0% | Added |
| Carolinas Wealth Consulting LLC | 6 | $933 | 0.00% | +2+50.0% | Added |
| NVWM, LLC | 6 | $933 | 0.00% | +6 | New |
| Avion Wealth | 10 | $1.00K | 0.00% | +4+66.7% | Added |
| Continuum Advisory, LLC | 7 | $1.09K | 0.00% | −5−41.7% | Reduced |
| AdvisorNet Financial, Inc | 7 | $1.09K | 0.00% | −1−12.5% | Reduced |
| Glen Eagle Advisors, LLC | 7 | $1.09K | 0.00% | +7 | New |
| Frazier Financial Advisors, LLC | 7 | $1.09K | 0.00% | 00.0% | Unchanged |
| NCP Inc. | 8 | $1.24K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 10 | $1.55K | 0.00% | −2−16.7% | Reduced |
| Clear Point Advisors Inc. | 10 | $1.55K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 10 | $1.55K | 0.00% | +9+900.0% | Added |
| Rakuten Securities, Inc. | 10 | $1.55K | 0.00% | +10 | New |
| Kayne Anderson Rudnick Investment Management LLC | 11 | $1.78K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 12 | $1.87K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 12 | $1.87K | 0.00% | +12 | New |
| Opal Wealth Advisors, LLC | 12 | $1.87K | 0.00% | +12 | New |
| Venturi Wealth Management, LLC | 14 | $2.18K | 0.00% | −16−53.3% | Reduced |
| Raffa Wealth Management, LLC | 14 | $2.18K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 15 | $2.33K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 15 | $2.33K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 15 | $2.33K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 15 | $2.33K | 0.00% | +2+15.4% | Added |
| WR Wealth Planners, LLC | 15 | $2.33K | 0.00% | +12+400.0% | Added |
| DiNuzzo Private Wealth, Inc. | 15 | $2.33K | 0.00% | +3+25.0% | Added |
| SJS Investment Consulting Inc. | 16 | $2.49K | 0.00% | −280−94.6% | Reduced |
| First Pacific Financial | 16 | $2.49K | 0.00% | +16 | New |
| Bogart Wealth, LLC | 17 | $2.64K | 0.00% | −26−60.5% | Reduced |
| Kelly Financial Services LLC | 17 | $2.64K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 17 | $2.64K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 17 | $2.64K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 17 | $2.64K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 18 | $2.80K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 19 | $2.85K | 0.00% | +4+26.7% | Added |
| Atlantic Trust, LLC | 19 | $2.95K | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 19 | $2.95K | 0.00% | +19 | New |
| Global Wealth Strategies & Associates | 20 | $3.11K | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 21 | $3.19K | 0.00% | −14,020−99.9% | Reduced |
| HighMark Wealth Management LLC | 23 | $3.58K | 0.00% | +4+21.1% | Added |
| Manchester Capital Management LLC | 25 | $3.89K | 0.00% | +1+4.2% | Added |
| Wiser Advisor Group LLC | 27 | $4.20K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 28 | $4.35K | 0.00% | +28 | New |
| Activest Wealth Management | 29 | $4.51K | 0.00% | −32−52.5% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 29 | $4.51K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 32 | $4.98K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 32 | $4.98K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 32 | $4.98K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 34 | $5.29K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 35 | $5.44K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 37 | $5.75K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 40 | $6.17K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 40 | $6.22K | 0.00% | −60−60.0% | Reduced |
| Hollencrest Capital Management | 40 | $6.22K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 40 | $6.22K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 40 | $6.22K | 0.00% | +8+25.0% | Added |
| Your Advocates Ltd., LLP | 40 | $6.22K | 0.00% | +40 | New |
| Pacific Center for Financial Services | 42 | $6.53K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 42 | $6.53K | 0.00% | +42 | New |
| Private Ocean, LLC | 45 | $7.00K | 0.00% | +45 | New |
| JJJ Advisors Inc. | 45 | $7.00K | 0.00% | +42+1,400.0% | Added |
| New England Capital Financial Advisors LLC | 46 | $7.15K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 47 | $7.31K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 50 | $7.78K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 50 | $7.78K | 0.00% | 00.0% | Unchanged |
| Ranger Investment Management, L.P. | 51 | $7.93K | 0.00% | 00.0% | Unchanged |
| GFS Advisors, LLC | 26,680 | $8.00K | 0.00% | +26,680 | New |
| Zions Bancorporation, N.A. | 55 | $8.55K | 0.00% | −4−6.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 58 | $9.02K | 0.00% | −51−46.8% | Reduced |
| Colonial Trust Advisors | 58 | $9.02K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 59 | $9.17K | 0.02% | −32−35.2% | Reduced |
| Adirondack Trust Co | 60 | $9.33K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 60 | $9.33K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 61 | $9.48K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 61 | $9.48K | 0.00% | +61 | New |
| Rise Advisors, LLC | 63 | $9.80K | 0.01% | −6−8.7% | Reduced |
| Operose Advisors LLC | 64 | $9.95K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 70 | $10.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 62 | $10.0K | 0.00% | +13+26.5% | Added |
| Abound Wealth Management | 68 | $10.6K | 0.00% | 00.0% | Unchanged |