| Bessemer Group Inc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Beacon Capital Management, LLC | 1 | $61 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1 | $61 | 0.00% | +1 | New |
| Castleview Partners, LLC | 2 | $122 | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 3 | $184 | 0.00% | +3 | New |
| BBJS Financial Advisors, LLC | 5 | $306 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 5 | $306 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5 | $306 | 0.00% | +1+25.0% | Added |
| Raleigh Capital Management Inc. | 5 | $306 | 0.00% | +5 | New |
| Clearstead Advisors, LLC | 5 | $312 | 0.00% | −35−87.5% | Reduced |
| Creekmur Asset Management LLC | 7 | $428 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 7 | $429 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 10 | $612 | 0.00% | −27−73.0% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $612 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 10 | $612 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 10 | $612 | 0.00% | +8+400.0% | Added |
| Frazier Financial Advisors, LLC | 10 | $612 | 0.00% | +10 | New |
| Concord Wealth Partners | 11 | $673 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 11 | $673 | 0.00% | +1+10.0% | Added |
| Massmutual Trust Co FSB | 12 | $734 | 0.00% | −8−40.0% | Reduced |
| Prestige Wealth Management Group LLC | 12 | $734 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 12 | $734 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 12 | $734 | 0.00% | +12 | New |
| Financial Perspectives, Inc | 13 | $795 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 15 | $904 | 0.00% | +15 | New |
| Bartlett & Co. Wealth Management LLC | 15 | $917 | 0.00% | 00.0% | Unchanged |
| City Holding Co | 15 | $917 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 15 | $917 | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 15 | $917 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 17 | $1.04K | 0.00% | −300−94.6% | Reduced |
| First Horizon Advisors, Inc. | 18 | $1.10K | 0.00% | −1,063−98.3% | Reduced |
| Mather Group, LLC. | 15 | $1.14K | 0.00% | +15 | New |
| Tucker Asset Management LLC | 19 | $1.16K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 19 | $1.16K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 21 | $1.28K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 22 | $1.34K | 0.00% | +22 | New |
| Silicon Valley Capital Partners | 22 | $1.34K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 23 | $1.41K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 25 | $1.53K | 0.00% | +25 | New |
| Armstrong Advisory Group, Inc | 22 | $1.67K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 32 | $2.00K | 0.00% | +8+33.3% | Added |
| First PREMIER Bank | 31 | $2.00K | 0.00% | +31 | New |
| Financial Connections Group, Inc. | 30 | $2.00K | 0.00% | +30 | New |
| WR Wealth Planners, LLC | 34 | $2.08K | 0.00% | +34 | New |
| Spire Wealth Management | 35 | $2.17K | 0.00% | −3,882−99.1% | Reduced |
| Sachetta, LLC | 29 | $2.20K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 39 | $2.38K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 40 | $2.45K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 40 | $2.45K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 43 | $2.63K | 0.00% | +11+34.4% | Added |
| Zions Bancorporation, N.A. | 45 | $2.75K | 0.00% | +4+9.8% | Added |
| Valley National Advisers Inc | 65 | $3.00K | 0.00% | −10−13.3% | Reduced |
| Asset Dedication, LLC | 69 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 54 | $3.00K | 0.00% | +16+42.1% | Added |
| C M Bidwell & Associates Ltd | 50 | $3.06K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 50 | $3.06K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 50 | $3.06K | 0.00% | −50−50.0% | Reduced |
| Toth Financial Advisory Corp | 50 | $3.06K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 50 | $3.06K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 50 | $3.06K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 52 | $3.18K | 0.00% | −49−48.5% | Reduced |
| JFS Wealth Advisors, LLC | 52 | $3.18K | 0.00% | +3+6.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 56 | $3.42K | 0.00% | +56 | New |
| FinTrust Capital Advisors, LLC | 56 | $3.42K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 58 | $3.55K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 58 | $3.55K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 60 | $3.67K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 60 | $3.67K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 64 | $3.91K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 66 | $4.04K | 0.00% | −121−64.7% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 70 | $4.28K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 72 | $4.40K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 75 | $4.59K | 0.00% | +31+70.5% | Added |
| Sound Income Strategies, LLC | 75 | $4.59K | 0.00% | +75 | New |
| REAP Financial Group, LLC | 75 | $4.59K | 0.00% | +75 | New |
| Private Wealth Management Group, LLC | 75 | $4.59K | 0.00% | +16+27.1% | Added |
| VisionPoint Advisory Group, LLC | 78 | $4.77K | 0.00% | −21−21.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 90 | $5.52K | 0.00% | −1−1.1% | Reduced |
| Exchange Traded Concepts, LLC | 91 | $5.57K | 0.00% | −30,187−99.7% | Reduced |
| Private Trust Co NA | 94 | $5.75K | 0.00% | −201−68.1% | Reduced |
| OpenView Management, LLC | 95 | $5.81K | 100.00% | 00.0% | Unchanged |
| CKW Financial Group | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 100 | $6.12K | 0.00% | 00.0% | Unchanged |
| nVerses Capital, LLC | 100 | $6.12K | 0.01% | +100 | New |
| Pathway Financial Advisers, LLC | 102 | $6.24K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 105 | $6.42K | 0.00% | +19+22.1% | Added |
| WealthCollab, LLC | 106 | $6.48K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 112 | $6.85K | 0.00% | −10−8.2% | Reduced |
| SJS Investment Consulting Inc. | 112 | $6.85K | 0.00% | +2+1.8% | Added |
| Adirondack Trust Co | 113 | $6.91K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 120 | $7.34K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 121 | $7.40K | 0.00% | −3−2.4% | Reduced |
| Hazlett, Burt & Watson, Inc. | 129 | $8.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 110 | $8.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 119 | $8.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 132 | $8.07K | 0.00% | +80+153.8% | Added |
| Ronald Blue Trust, Inc. | 140 | $8.56K | 0.00% | −460−76.7% | Reduced |