| BI Asset Management Fondsmaeglerselskab A/S | 1 | $0 | 0.00% | −4,444−100.0% | Reduced |
| Capital Advisors, Ltd. LLC | 5 | $0 | 0.00% | −7−58.3% | Reduced |
| Lazard Asset Management LLC | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 5 | $0 | 0.00% | +5 | New |
| Creekmur Asset Management LLC | 0 | $3 | 0.00% | 0 | New |
| True Wealth Design, LLC | 0 | $29 | 0.00% | −6−100.0% | Reduced |
| Principia Wealth Advisory, LLC | 1 | $63 | 0.00% | −9−90.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 1 | $63 | 0.00% | −1−50.0% | Reduced |
| HFM Investment Advisors, LLC | 1 | $63 | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 1 | $63 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $63 | 0.00% | +1 | New |
| CBIZ Investment Advisory Services, LLC | 1 | $63 | 0.00% | +1 | New |
| Stephens Consulting, LLC | 1 | $63 | 0.00% | +1 | New |
| Global Trust Asset Management, LLC | 2 | $125 | 0.00% | −12−85.7% | Reduced |
| Core Alternative Capital | 2 | $125 | 0.00% | −3−60.0% | Reduced |
| Whipplewood Advisors, LLC | 2 | $125 | 0.00% | −21−91.3% | Reduced |
| Stone House Investment Management, LLC | 2 | $125 | 0.00% | +2 | New |
| Quaker Wealth Management, LLC | 2 | $126 | 0.00% | +2 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 2 | $130 | 0.00% | −11−84.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 3 | $188 | 0.00% | +3 | New |
| Robinswood Financial LLC | 4 | $250 | 0.00% | +2+100.0% | Added |
| NewSquare Capital LLC | 4 | $251 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 4 | $266 | 0.00% | −18−81.8% | Reduced |
| West Oak Capital, LLC | 5 | $300 | 0.00% | +5 | New |
| NVWM, LLC | 5 | $313 | 0.00% | +5 | New |
| WealthTrak Capital Management LLC | 5 | $314 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 6 | $376 | 0.00% | +1+20.0% | Added |
| Whittier Trust Co of Nevada Inc | 6 | $376 | 0.00% | +4+200.0% | Added |
| Creative Capital Management Investments LLC | 6 | $376 | 0.00% | +6 | New |
| Tradewinds Capital Management, LLC | 6 | $377 | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 6 | $386 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 7 | $439 | 0.00% | +4+133.3% | Added |
| Parkworth Wealth Management, Inc. | 9 | $564 | 0.00% | +9 | New |
| Beacon Capital Management, LLC | 10 | $627 | 0.00% | −7−41.2% | Reduced |
| Rialto Wealth Management, LLC | 10 | $627 | 0.00% | +4+66.7% | Added |
| MTM Investment Management, LLC | 10 | $627 | 0.00% | +10 | New |
| Strategic Investment Solutions, Inc. | 10 | $633 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 10 | $645 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 11 | $690 | 0.00% | −50−82.0% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 11 | $702 | 0.00% | +11 | New |
| Innovative Advisory Group, LLC | 13 | $815 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 15 | $941 | 0.00% | −5−25.0% | Reduced |
| Avion Wealth | 17 | $1.00K | 0.00% | +6+54.5% | Added |
| Financial Management Professionals, Inc. | 18 | $1.14K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 19 | $1.19K | 0.00% | −28−59.6% | Reduced |
| Kilter Group LLC | 20 | $1.25K | 0.00% | +20 | New |
| Total Investment Management Inc | 20 | $1.27K | 0.00% | +20 | New |
| Fortitude Family Office, LLC | 21 | $1.32K | 0.00% | −45−68.2% | Reduced |
| ORG Partners LLC | 21 | $1.37K | 0.00% | +11+110.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 22 | $1.38K | 0.00% | −3−12.0% | Reduced |
| S&T Bank | 22 | $1.38K | 0.00% | +6+37.5% | Added |
| Bartlett & Co. Wealth Management LLC | 22 | $1.39K | 0.00% | −279−92.7% | Reduced |
| Creative Financial Designs Inc | 23 | $1.44K | 0.00% | −19−45.2% | Reduced |
| Motco | 23 | $1.56K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 25 | $1.57K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 25 | $1.57K | 0.00% | +25 | New |
| WPG Advisers, LLC | 26 | $1.63K | 0.00% | −27−50.9% | Reduced |
| Prestige Wealth Management Group LLC | 26 | $1.64K | 0.00% | +9+52.9% | Added |
| Hughes Financial Services, LLC | 25 | $1.68K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 28 | $1.75K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 30 | $1.87K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 30 | $1.88K | 0.00% | −76−71.7% | Reduced |
| Pacifica Partners Inc. | 30 | $1.95K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 44 | $2.00K | 0.00% | −11−20.0% | Reduced |
| Coston, McIsaac & Partners | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 42 | $2.61K | 0.00% | +1+2.4% | Added |
| Wealth Preservation Advisors, LLC | 42 | $2.63K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Designers | 42 | $2.63K | 0.00% | +42 | New |
| Caitong International Asset Management Co., Ltd | 43 | $2.69K | 0.00% | +36+514.3% | Added |
| SWAN Capital LLC | 45 | $2.82K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 42 | $2.87K | 0.00% | −56−57.1% | Reduced |
| Ameriflex Group, Inc. | 46 | $2.92K | 0.00% | −7,124−99.4% | Reduced |
| Hazlett, Burt & Watson, Inc. | 40 | $3.00K | 0.00% | +10+33.3% | Added |
| Godsey & Gibb Associates | 50 | $3.13K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 50 | $3.13K | 0.00% | +5+11.1% | Added |
| Winch Advisory Services, LLC | 52 | $3.25K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 53 | $3.32K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 57 | $3.57K | 0.00% | +10+21.3% | Added |
| Golden State Wealth Management, LLC | 59 | $3.70K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 60 | $3.76K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 64 | $4.01K | 0.00% | −140−68.6% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 65 | $4.07K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 70 | $4.39K | 0.00% | +70 | New |
| Twin Peaks Wealth Advisors, LLC | 63 | $4.91K | 0.00% | +63 | New |
| Clear Street Markets LLC | 79 | $4.95K | 0.00% | +79 | New |
| Princeton Global Asset Management LLC | 79 | $4.95K | 0.00% | +79 | New |
| Oliver Lagore Vanvalin Investment Group | 70 | $5.04K | 0.00% | +70 | New |
| Sierra Ocean, LLC | 83 | $5.20K | 0.00% | −32−27.8% | Reduced |
| Sawyer & Company, Inc | 40 | $5.40K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 89 | $5.58K | 0.00% | −156−63.7% | Reduced |
| Armstrong Advisory Group, Inc | 90 | $5.64K | 0.00% | −102−53.1% | Reduced |
| Raffa Wealth Management, LLC | 92 | $5.77K | 0.00% | +65+240.7% | Added |
| Delta Asset Management LLC | 93 | $5.83K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 96 | $6.02K | 0.00% | +82+585.7% | Added |
| Tompkins Financial Corp | 100 | $6.27K | 0.00% | −1,692−94.4% | Reduced |
| Anchor Investment Management, LLC | 100 | $6.27K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 100 | $6.27K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 100 | $6.27K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 100 | $6.27K | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 100 | $6.27K | 0.00% | 00.0% | Unchanged |