| Tidemark, LLC | 2 | $29 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 4 | $57 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 4 | $61 | 0.00% | −585−99.3% | Reduced |
| MidFirst Bank | 11 | $165 | 0.00% | +11 | New |
| Cheviot Value Management, LLC | 14 | $210 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 14 | $210 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 14 | $210 | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 14 | $211 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 14 | $214 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 16 | $240 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 18 | $270 | 0.00% | −21−53.8% | Reduced |
| Nemes Rush Group LLC | 18 | $270 | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 23 | $345 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 23 | $345 | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 24 | $360 | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 26 | $391 | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 27 | $406 | 0.00% | +27 | New |
| Boreal Capital Management LLC | 31 | $466 | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 33 | $496 | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 33 | $496 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 36 | $541 | 0.00% | +36 | New |
| Bell Investment Advisors, Inc | 41 | $616 | 0.00% | −464−91.9% | Reduced |
| Stone House Investment Management, LLC | 41 | $616 | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 42 | $631 | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 42 | $631 | 0.00% | +42 | New |
| MV Capital Management, Inc. | 46 | $691 | 0.00% | +24+109.1% | Added |
| Signature Resources Capital Management, LLC | 47 | $706 | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 47 | $706 | 0.00% | 00.0% | Unchanged |
| Davis Asset Management, L.P. | 47 | $706 | 0.00% | +47 | New |
| Cedar Mountain Advisors, LLC | 59 | $886 | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 60 | $901 | 0.00% | +60 | New |
| Avion Wealth | 130 | $1.00K | 0.00% | +130 | New |
| HM Payson & Co | 67 | $1.01K | 0.00% | +67 | New |
| Horizon Investments, LLC | 70 | $1.05K | 0.00% | +70 | New |
| Bravera Wealth | 71 | $1.07K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 73 | $1.10K | 0.00% | +1+1.4% | Added |
| Frazier Financial Advisors, LLC | 74 | $1.11K | 0.00% | −81−52.3% | Reduced |
| Magnolia Wealth Management, LLC | 78 | $1.17K | 0.00% | +78 | New |
| MBM Wealth Consultants, LLC | 79 | $1.19K | 0.00% | +79 | New |
| Creative Financial Designs Inc | 81 | $1.22K | 0.00% | +16+24.6% | Added |
| Glen Eagle Advisors, LLC | 91 | $1.37K | 0.00% | −1,670−94.8% | Reduced |
| Princeton Global Asset Management LLC | 91 | $1.37K | 0.00% | +1+1.1% | Added |
| Archer Investment Corp | 94 | $1.41K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 97 | $1.46K | 0.00% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 100 | $1.50K | 0.00% | +100 | New |
| Merkkuri Wealth Advisors LLC | 102 | $1.53K | 0.00% | +102 | New |
| Southern Michigan Bank & Trust | 102 | $1.53K | 0.00% | +102 | New |
| Root Financial Partners, LLC | 108 | $1.63K | 0.00% | +30+38.5% | Added |
| IAG Wealth Partners, LLC | 109 | $1.64K | 0.00% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 114 | $1.73K | 0.00% | +114 | New |
| Cornerstone Financial Management LLC | 116 | $1.74K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 118 | $1.77K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 118 | $1.77K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 120 | $1.80K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 120 | $1.80K | 0.00% | +120 | New |
| Innovative Asset Advisors Group, LLC | 120 | $1.80K | 0.00% | +120 | New |
| Addison Advisors LLC | 124 | $1.86K | 0.00% | +124 | New |
| Evolution Wealth Management Inc. | 126 | $1.89K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 127 | $1.91K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 130 | $1.95K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 132 | $1.98K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 133 | $2.00K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 135 | $2.03K | 0.00% | +2+1.5% | Added |
| IMA Wealth, Inc. | 137 | $2.06K | 0.00% | −2−1.4% | Reduced |
| Winch Advisory Services, LLC | 139 | $2.09K | 0.00% | +2+1.5% | Added |
| Benson Wealth Management INC | 142 | $2.13K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 147 | $2.21K | 0.00% | +147 | New |
| Measured Wealth Private Client Group, LLC | 150 | $2.25K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 150 | $2.25K | 0.00% | +150 | New |
| Kingdom Financial Group LLC. | 150 | $2.25K | 0.00% | +150 | New |
| Triumph Capital Management | 151 | $2.27K | 0.00% | +20+15.3% | Added |
| Provenance Wealth Advisors, LLC | 154 | $2.31K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 155 | $2.35K | 0.00% | +1+0.6% | Added |
| Principia Wealth Advisory, LLC | 160 | $2.40K | 0.00% | +43+36.8% | Added |
| Steigerwald, Gordon & Koch Inc. | 162 | $2.43K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 167 | $2.51K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 168 | $2.53K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 171 | $2.57K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 173 | $2.61K | 0.00% | +3+1.8% | Added |
| Newton One Investments LLC | 187 | $2.81K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 194 | $2.92K | 0.00% | +2+1.0% | Added |
| Bullock Wealth Management Group | 195 | $2.95K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 185 | $3.00K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 238 | $3.00K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 201 | $3.02K | 0.00% | +201 | New |
| Barrett & Company, Inc. | 204 | $3.06K | 0.00% | −103−33.6% | Reduced |
| Kilter Group LLC | 204 | $3.06K | 0.00% | +80+64.5% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 204 | $3.06K | 0.00% | +204 | New |
| Bartlett & Co. Wealth Management LLC | 200 | $3.21K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 219 | $3.29K | 0.00% | +219 | New |
| Miller Global Investments, LLC | 222 | $3.33K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 240 | $3.60K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 244 | $3.67K | 0.00% | −180−42.5% | Reduced |
| Motco | 248 | $3.73K | 0.00% | −257−50.9% | Reduced |
| Gables Capital Management Inc. | 250 | $3.75K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 256 | $3.85K | 0.00% | +80+45.5% | Added |
| Manning & Napier Advisors LLC | 272 | $4.00K | 0.00% | +1+0.4% | Added |
| CX Institutional | 283 | $4.00K | 0.00% | −17−5.7% | Reduced |
| Bruce G. Allen Investments, LLC | 267 | $4.01K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 270 | $4.06K | 0.00% | 00.0% | Unchanged |