| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| Independence Bank of Kentucky | 1 | $36 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 2 | $78 | 0.00% | +2 | New |
| TFC Financial Management | 5 | $180 | 0.00% | +5 | New |
| JJJ Advisors Inc. | 8 | $288 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 9 | $324 | 0.00% | −30−76.9% | Reduced |
| Global Assets Advisory, LLC | 12,090 | $340 | 0.02% | +12,090 | New |
| Transcendent Capital Group LLC | 10 | $359 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 13 | $467 | 0.00% | −7,313−99.8% | Reduced |
| VisionPoint Advisory Group, LLC | 16 | $575 | 0.00% | −36−69.2% | Reduced |
| Horizon Financial Services, LLC | 17 | $610 | 0.00% | +17 | New |
| West Paces Advisors Inc. | 18 | $646 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 21 | $754 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 21 | $754 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 23 | $826 | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 24 | $862 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 25 | $898 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 25 | $898 | 0.00% | +25 | New |
| Kayne Anderson Rudnick Investment Management LLC | 27 | $970 | 0.00% | −1−3.6% | Reduced |
| WR Wealth Planners, LLC | 31 | $1.11K | 0.00% | +31 | New |
| Leonteq Securities AG | 38 | $1.36K | 0.00% | −843−95.7% | Reduced |
| CBIZ Investment Advisory Services, LLC | 39 | $1.42K | 0.00% | +39 | New |
| Jamison Private Wealth Management, Inc. | 40 | $1.44K | 0.00% | +40 | New |
| Atlas Capital Advisors LLC | 45 | $1.61K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 46 | $1.65K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 47 | $1.69K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 50 | $1.80K | 0.00% | +50 | New |
| Center for Financial Planning, Inc. | 52 | $1.87K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 30 | $2.00K | 0.00% | +30 | New |
| Country Trust Bank | 57 | $2.05K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 59 | $2.10K | 0.00% | +1+1.7% | Added |
| Dunhill Financial, LLC | 60 | $2.14K | 0.00% | +10+20.0% | Added |
| MCF Advisors LLC | 61 | $2.19K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 66 | $2.37K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 70 | $2.53K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 91 | $3.27K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 100 | $3.59K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 100 | $3.59K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 102 | $3.68K | 0.00% | +71+229.0% | Added |
| Arrow Financial Corp | 110 | $3.95K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 130 | $4.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 120 | $4.00K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 125 | $4.49K | 0.00% | −180−59.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 159 | $5.71K | 0.00% | +10+6.7% | Added |
| Bell Investment Advisors, Inc | 160 | $5.75K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 162 | $5.82K | 0.00% | −236−59.3% | Reduced |
| Sachetta, LLC | 171 | $5.95K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 174 | $6.25K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 181 | $6.50K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 184 | $6.54K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 184 | $6.61K | 0.00% | +184 | New |
| First Financial Corp | 187 | $6.71K | 0.00% | −1,088−85.3% | Reduced |
| Crewe Advisors LLC | 194 | $6.97K | 0.00% | +194 | New |
| Hazlett, Burt & Watson, Inc. | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 200 | $7.18K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 200 | $7.18K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 210 | $7.54K | 0.00% | −52−19.8% | Reduced |
| Coston, McIsaac & Partners | 250 | $8.00K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 227 | $8.15K | 0.00% | −29−11.3% | Reduced |
| Tradewinds Capital Management, LLC | 239 | $8.58K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 243 | $8.72K | 0.00% | +95+64.2% | Added |
| Creekmur Asset Management LLC | 243 | $8.74K | 0.00% | −1,005−80.5% | Reduced |
| Grove Bank & Trust | 249 | $8.94K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 250 | $8.98K | 0.00% | +250 | New |
| Financial Management Professionals, Inc. | 263 | $9.00K | 0.00% | −134−33.8% | Reduced |
| AlphaMark Advisors, LLC | 250 | $9.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 240 | $9.00K | 0.00% | +11+4.8% | Added |
| Creative Financial Designs Inc | 254 | $9.14K | 0.00% | +2+0.8% | Added |
| Raleigh Capital Management Inc. | 265 | $9.52K | 0.00% | −195−42.4% | Reduced |
| Carolinas Wealth Consulting LLC | 272 | $9.77K | 0.00% | −21,429−98.7% | Reduced |
| Tucker Asset Management LLC | 292 | $10.5K | 0.00% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 292 | $10.5K | 0.01% | +292 | New |
| Voisard Asset Management Group, Inc. | 299 | $10.7K | 0.01% | +3+1.0% | Added |
| St Germain D J Co Inc | 300 | $10.8K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 300 | $10.8K | 0.00% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 302 | $10.8K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 346 | $12.0K | 0.00% | +10+3.0% | Added |
| Exchange Traded Concepts, LLC | 335 | $12.0K | 0.00% | +335 | New |
| Zions Bancorporation, N.A. | 336 | $12.1K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 340 | $12.2K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 347 | $12.5K | 0.01% | +60+20.9% | Added |
| Opal Wealth Advisors, LLC | 350 | $12.6K | 0.00% | +350 | New |
| Salomon & Ludwin, LLC | 356 | $12.8K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 357 | $12.8K | 0.00% | +357 | New |
| Venturi Wealth Management, LLC | 362 | $13.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 363 | $13.0K | 0.00% | −2,359−86.7% | Reduced |
| Rise Advisors, LLC | 381 | $13.7K | 0.01% | +381 | New |
| SYSTM Wealth Solutions LLC | 387 | $13.9K | 0.00% | +387 | New |
| Plato Investment Management Ltd | 400 | $14.4K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 414 | $14.9K | 0.00% | +30+7.8% | Added |
| GHP Investment Advisors, Inc. | 441 | $15.8K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 446 | $16.0K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 452 | $16.2K | 0.01% | +1+0.2% | Added |
| Westside Investment Management, Inc. | 456 | $16.4K | 0.00% | −156−25.5% | Reduced |
| NVWM, LLC | 458 | $16.4K | 0.00% | +20+4.6% | Added |
| Bangor Savings Bank | 464 | $16.7K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 466 | $16.7K | 0.00% | +382+454.8% | Added |
| Cambridge Trust Co | 489 | $17.6K | 0.00% | −1,511−75.6% | Reduced |
| Indiana Trust & Investment Management CO | 489 | $17.6K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 505 | $18.1K | 0.00% | 00.0% | Unchanged |