| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| Rothschild Investment LLC | 1 | $183 | 0.00% | −77−98.7% | Reduced |
| Tucker Asset Management LLC | 1 | $183 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 1 | $184 | 0.00% | +1 | New |
| Delta Asset Management LLC | 2 | $366 | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 2 | $366 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 2 | $366 | 0.00% | +2 | New |
| Abich Financial Wealth Management LLC | 2 | $366 | 0.00% | +2 | New |
| Manchester Capital Management LLC | 3 | $550 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 4 | $732 | 0.00% | −137−97.2% | Reduced |
| Rakuten Securities, Inc. | 4 | $732 | 0.00% | −2−33.3% | Reduced |
| True Wealth Design, LLC | 4 | $733 | 0.00% | +1+33.3% | Added |
| Investors Research Corp | 5 | $915 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 5 | $916 | 0.00% | −1−16.7% | Reduced |
| Evermay Wealth Management LLC | 5 | $916 | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 6 | $1.10K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 6 | $1.10K | 0.00% | +1+20.0% | Added |
| DiNuzzo Private Wealth, Inc. | 6 | $1.10K | 0.00% | +1+20.0% | Added |
| VisionPoint Advisory Group, LLC | 7 | $1.28K | 0.00% | +7 | New |
| Opal Wealth Advisors, LLC | 7 | $1.28K | 0.00% | +1+16.7% | Added |
| Sachetta, LLC | 7 | $1.36K | 0.00% | −3−30.0% | Reduced |
| ClariVest Asset Management LLC | 8 | $1.46K | 0.00% | −8−50.0% | Reduced |
| Private Ocean, LLC | 8 | $1.46K | 0.00% | +8 | New |
| Nemes Rush Group LLC | 9 | $1.65K | 0.00% | −3−25.0% | Reduced |
| Missouri Trust & Investment Co | 9 | $1.65K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 10 | $1.83K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 10 | $1.83K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 12 | $2.20K | 0.00% | +12 | New |
| Castleview Partners, LLC | 12 | $2.20K | 0.00% | +12 | New |
| AdvisorNet Financial, Inc | 13 | $2.38K | 0.00% | −5−27.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 13 | $2.38K | 0.00% | −1−7.1% | Reduced |
| Versant Capital Management, Inc | 13 | $2.38K | 0.00% | +13 | New |
| Family Firm, Inc. | 14 | $2.56K | 0.00% | +14 | New |
| Valued Wealth Advisors LLC | 14 | $2.56K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 14 | $2.56K | 0.00% | +14 | New |
| Richardson Financial Services Inc. | 15 | $2.75K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 15 | $2.75K | 0.00% | +8+114.3% | Added |
| Twin Lakes Capital Management, LLC | 16 | $2.93K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 16 | $2.93K | 0.00% | +16 | New |
| Avion Wealth | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 17 | $3.11K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 18 | $3.29K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 19 | $3.48K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 20 | $3.66K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 20 | $3.66K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 20 | $3.66K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 21 | $3.84K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 21 | $3.84K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 21 | $3.84K | 0.00% | +3+16.7% | Added |
| Addison Advisors LLC | 23 | $4.21K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 24 | $4.39K | 0.00% | 00.0% | Unchanged |
| City State Bank | 25 | $4.58K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 25 | $4.58K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 25 | $4.58K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 25 | $4.58K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 26 | $4.76K | 0.00% | −5−16.1% | Reduced |
| FinTrust Capital Advisors, LLC | 27 | $4.94K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 27 | $4.94K | 0.00% | +24+800.0% | Added |
| GPS Wealth Strategies Group, LLC | 28 | $5.12K | 0.00% | +21+300.0% | Added |
| Newbridge Financial Services Group, Inc. | 31 | $5.67K | 0.00% | +31 | New |
| Cedar Wealth Management, LLC | 34 | $6.22K | 0.00% | −85−71.4% | Reduced |
| Quent Capital, LLC | 34 | $6.22K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 35 | $6.41K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 35 | $6.41K | 0.00% | −12−25.5% | Reduced |
| Ranger Investment Management, L.P. | 36 | $6.59K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 39 | $7.14K | 0.00% | +4+11.4% | Added |
| Zions Bancorporation, N.A. | 40 | $7.32K | 0.00% | −7−14.9% | Reduced |
| Cherry Tree Wealth Management, LLC | 40 | $7.32K | 0.00% | +40 | New |
| Cultivar Capital, Inc. | 40 | $7.32K | 0.01% | +40 | New |
| Global Financial Private Client, LLC | 41 | $7.50K | 0.00% | −405−90.8% | Reduced |
| Carolinas Wealth Consulting LLC | 41 | $7.50K | 0.00% | −40−49.4% | Reduced |
| Asset Dedication, LLC | 41 | $7.50K | 0.00% | +41 | New |
| BOK Financial Private Wealth, Inc. | 42 | $7.69K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 43 | $7.87K | 0.00% | −46−51.7% | Reduced |
| PSI Advisors, LLC | 47 | $8.60K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 50 | $9.15K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 50 | $9.15K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 50 | $9.15K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 50 | $9.15K | 0.00% | +3+6.4% | Added |
| Hartford Financial Management Inc. | 50 | $9.15K | 0.00% | +50 | New |
| JFS Wealth Advisors, LLC | 51 | $9.33K | 0.00% | +2+4.1% | Added |
| Annapolis Financial Services, LLC | 53 | $9.70K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 55 | $10.0K | 0.00% | −4−6.8% | Reduced |
| JJJ Advisors Inc. | 55 | $10.1K | 0.00% | −9−14.1% | Reduced |
| Tortoise Investment Management, LLC | 55 | $10.1K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 62 | $11.3K | 0.00% | −18−22.5% | Reduced |
| Caitlin John, LLC | 71 | $13.0K | 0.01% | −99−58.2% | Reduced |
| Harbor Investment Advisory, LLC | 71 | $13.0K | 0.00% | +2+2.9% | Added |
| Riverview Trust Co | 74 | $13.5K | 0.01% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 74 | $13.5K | 0.00% | +74 | New |
| Whittier Trust Co | 86 | $15.7K | 0.00% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 86 | $15.7K | 0.00% | +86 | New |
| Naples Money Management LLC | 89 | $16.2K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 90 | $16.5K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 100 | $18.3K | 0.01% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 100 | $18.3K | 0.01% | 00.0% | Unchanged |
| Laffer Tengler Investments | 100 | $18.3K | 0.00% | +100 | New |
| MidAtlantic Capital Management, Inc. | 103 | $18.9K | 0.02% | 00.0% | Unchanged |
| First Community Trust NA | 103 | $18.9K | 0.02% | +103 | New |