| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Belpointe Asset Management LLC | 0 | $12 | 0.00% | 0 | New |
| Coppell Advisory Solutions LLC | 1 | $135 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 1 | $136 | 0.00% | +1 | New |
| Pineridge Advisors LLC | 2 | $270 | 0.00% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 2 | $270 | 0.00% | +2 | New |
| Crewe Advisors LLC | 2 | $271 | 0.00% | −1,198−99.8% | Reduced |
| SOA Wealth Advisors, LLC. | 3 | $421 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 4 | $540 | 0.00% | −15−78.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 5 | $675 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 6 | $779 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 6 | $810 | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 7 | $945 | 0.00% | +7 | New |
| True Wealth Design, LLC | 7 | $946 | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 8 | $1.08K | 0.00% | +8 | New |
| Cassady Schiller Wealth Management, LLC | 9 | $1.22K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 9 | $1.22K | 0.00% | +3+50.0% | Added |
| Heritage Wealth Advisors | 13 | $1.75K | 0.00% | +13 | New |
| Winthrop Capital Management, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 15 | $2.02K | 0.00% | +15 | New |
| Global Financial Private Client, LLC | 17 | $2.30K | 0.00% | +17 | New |
| Iron Horse Wealth Management, LLC | 18 | $2.43K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 20 | $2.70K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 22 | $2.97K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 23 | $3.08K | 0.00% | +1+4.5% | Added |
| Caldwell Sutter Capital, Inc. | 23 | $3.11K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 23 | $3.11K | 0.00% | +23 | New |
| SJS Investment Consulting Inc. | 23 | $3.11K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 25 | $3.38K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 25 | $3.38K | 0.00% | +9+56.3% | Added |
| City State Bank | 28 | $3.78K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 29 | $3.92K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 29 | $4.00K | 0.00% | −842−96.7% | Reduced |
| Financial Management Professionals, Inc. | 29 | $4.00K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 30 | $4.05K | 0.00% | +30 | New |
| Raleigh Capital Management Inc. | 32 | $4.32K | 0.00% | +21+190.9% | Added |
| Rosenberg Matthew Hamilton | 35 | $4.73K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 35 | $4.73K | 0.00% | +2+6.1% | Added |
| Avion Wealth | 41 | $5.00K | 0.00% | +1+2.5% | Added |
| Harbor Investment Advisory, LLC | 45 | $6.08K | 0.00% | −2−4.3% | Reduced |
| Darwin Advisors, LLC | 46 | $6.21K | 0.00% | +46 | New |
| Chilton Capital Management LLC | 46 | $6.21K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 48 | $6.48K | 0.00% | −103−68.2% | Reduced |
| M&R Capital Management Inc | 50 | $6.75K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 50 | $6.75K | 0.00% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 50 | $6.75K | 0.00% | +50 | New |
| Montag A & Associates Inc | 51 | $6.89K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 56 | $7.56K | 0.00% | +10+21.7% | Added |
| Raffa Wealth Management, LLC | 57 | $7.70K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 59 | $7.97K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 60 | $8.10K | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 60 | $8.10K | 0.00% | +60 | New |
| Ashton Thomas Securities, LLC | 61 | $8.24K | 0.00% | +61 | New |
| CVA Family Office, LLC | 62 | $8.37K | 0.00% | +3+5.1% | Added |
| Clear Point Advisors Inc. | 73 | $9.86K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 86 | $11.6K | 0.00% | +86 | New |
| Itau Unibanco Holding S.A. | 87 | $11.7K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 88 | $11.9K | 0.00% | +61+225.9% | Added |
| Wolff Wiese Magana LLC | 88 | $11.9K | 0.01% | +88 | New |
| Park Place Capital Corp | 94 | $12.7K | 0.00% | −47−33.3% | Reduced |
| GW&K Investment Management, LLC | 94 | $13.0K | 0.00% | −3−3.1% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 100 | $13.0K | 0.00% | 00.0% | Unchanged |
| Millburn Ridgefield Corp | 98 | $13.2K | 0.00% | −6−5.8% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 99 | $13.4K | 0.00% | −63−38.9% | Reduced |
| Ramirez Asset Management, Inc. | 100 | $13.5K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 100 | $13.5K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 103 | $13.9K | 0.00% | +38+58.5% | Added |
| Capital Analysts, LLC | 100 | $14.0K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 109 | $14.0K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 106 | $14.3K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 106 | $14.3K | 0.00% | +3+2.9% | Added |
| Private Wealth Management Group, LLC | 108 | $14.6K | 0.01% | +1+0.9% | Added |
| FSC Wealth Advisors, LLC | 112 | $15.1K | 0.01% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 113 | $15.2K | 0.00% | +113 | New |
| Moisand Fitzgerald Tamayo, LLC | 118 | $15.9K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 119 | $16.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 121 | $16.0K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 120 | $16.2K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 124 | $16.7K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 129 | $17.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 130 | $17.6K | 0.01% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 132 | $17.8K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 135 | $18.2K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 143 | $19.3K | 0.01% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 150 | $20.3K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 152 | $20.5K | 0.00% | +2+1.3% | Added |
| Asset Dedication, LLC | 154 | $20.8K | 0.00% | +150+3,750.0% | Added |
| Ogorek Anthony Joseph | 165 | $22.0K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 166 | $22.4K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 168 | $22.7K | 0.02% | +6+3.7% | Added |
| Cape Investment Advisory, Inc. | 175 | $23.6K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 175 | $23.6K | 0.00% | −75−30.0% | Reduced |
| Webster Bank, N. A. | 187 | $25.3K | 0.00% | −61−24.6% | Reduced |
| SRS Capital Advisors, Inc. | 187 | $25.3K | 0.00% | +8+4.5% | Added |
| Stephenson National Bank & Trust | 200 | $27.0K | 0.01% | 00.0% | Unchanged |
| First United Bank Trust | 200 | $27.0K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 201 | $27.2K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 207 | $27.9K | 0.00% | +207 | New |
| Glen Eagle Advisors, LLC | 207 | $28.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 212 | $29.0K | 0.00% | −17−7.4% | Reduced |