| Avion Wealth | 13 | $0 | 0.00% | +13 | New |
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Rakuten Securities, Inc. | 4 | $159 | 0.00% | −1,621−99.8% | Reduced |
| Larson Financial Group LLC | 4 | $159 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 5 | $199 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 8 | $317 | 0.00% | +8 | New |
| Parkside Financial Bank & Trust | 8 | $318 | 0.00% | −321−97.6% | Reduced |
| Lynx Investment Advisory | 13 | $516 | 0.00% | +13 | New |
| Whittier Trust Co | 18 | $713 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 20 | $794 | 0.00% | +20 | New |
| Global Financial Private Client, LLC | 23 | $912 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 35 | $1.00K | 0.00% | +35 | New |
| SWAN Capital LLC | 26 | $1.02K | 0.00% | +26 | New |
| GHP Investment Advisors, Inc. | 27 | $1.06K | 0.00% | +1+3.8% | Added |
| Nemes Rush Group LLC | 29 | $1.15K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 31 | $1.23K | 0.00% | +31 | New |
| Investors Research Corp | 35 | $1.39K | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 35 | $1.39K | 0.00% | +35 | New |
| Valued Wealth Advisors LLC | 36 | $1.43K | 0.00% | +6+20.0% | Added |
| Delos Wealth Advisors, LLC | 37 | $1.47K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 40 | $1.59K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 42 | $1.67K | 0.00% | 00.0% | Unchanged |
| Natixis | 43 | $1.71K | 0.00% | −957−95.7% | Reduced |
| DHJJ Financial Advisors, Ltd. | 53 | $2.09K | 0.00% | −5−8.6% | Reduced |
| Cape Investment Advisory, Inc. | 54 | $2.13K | 0.00% | +1+1.9% | Added |
| Clearstead Advisors, LLC | 55 | $2.17K | 0.00% | +1+1.9% | Added |
| Raleigh Capital Management Inc. | 55 | $2.18K | 0.00% | +45+450.0% | Added |
| Proequities, Inc. | 57 | $2.26K | 0.00% | −2−3.4% | Reduced |
| DiNuzzo Private Wealth, Inc. | 60 | $2.38K | 0.00% | +10+20.0% | Added |
| Westend Capital Management, LLC | 64 | $2.51K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 68 | $2.70K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 75 | $2.98K | 0.00% | +75 | New |
| Coston, McIsaac & Partners | 97 | $3.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 77 | $3.06K | 0.00% | +77 | New |
| Farmers & Merchants Investments Inc | 90 | $3.57K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 91 | $3.61K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 92 | $3.65K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 95 | $3.77K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 96 | $3.81K | 0.00% | −831−89.6% | Reduced |
| Thompson Investment Management, Inc. | 97 | $3.85K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 99 | $3.93K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 100 | $3.97K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 100 | $3.97K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 100 | $3.97K | 0.00% | +100 | New |
| Pinnacle Bancorp, Inc. | 104 | $4.13K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 107 | $4.25K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 108 | $4.27K | 0.00% | −24−18.2% | Reduced |
| Bell Investment Advisors, Inc | 108 | $4.29K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 112 | $4.44K | 0.00% | +6+5.7% | Added |
| Legend Financial Advisors, Inc. | 131 | $5.20K | 0.00% | +131 | New |
| Salem Investment Counselors Inc | 132 | $5.24K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 144 | $5.71K | 0.00% | +144 | New |
| Hollencrest Capital Management | 150 | $5.95K | 0.00% | −132−46.8% | Reduced |
| Abound Wealth Management | 150 | $5.95K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 150 | $5.95K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 153 | $6.09K | 0.00% | +153 | New |
| Great Lakes Retirement, Inc. | 166 | $6.58K | 0.00% | +166 | New |
| Manchester Capital Management LLC | 174 | $6.90K | 0.00% | +163+1,481.8% | Added |
| Grove Bank & Trust | 175 | $6.94K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 183 | $7.00K | 0.00% | +2+1.1% | Added |
| Capital Advisors, Ltd. LLC | 175 | $7.00K | 0.00% | +1+0.6% | Added |
| Bokf, NA | 181 | $7.18K | 0.00% | −1,224−87.1% | Reduced |
| Optiver Holding B.V. | 187 | $7.42K | 0.00% | +187 | New |
| Coastal Investment Advisors, Inc. | 195 | $7.74K | 0.00% | −920−82.5% | Reduced |
| North Star Investment Management Corp. | 200 | $7.93K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 200 | $7.93K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 200 | $7.93K | 0.00% | +54+37.0% | Added |
| Signature Resources Capital Management, LLC | 200 | $7.93K | 0.01% | +100+100.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 201 | $7.99K | 0.00% | +28+16.2% | Added |
| CoreCap Advisors, LLC | 204 | $8.09K | 0.00% | +139+213.8% | Added |
| FinTrust Capital Advisors, LLC | 217 | $8.61K | 0.00% | +217 | New |
| Pacific Capital Wealth Advisors, Inc | 220 | $8.73K | 0.00% | +220 | New |
| CIBC Private Wealth Group, LLC | 216 | $8.73K | 0.00% | +5+2.4% | Added |
| Bessemer Group Inc | 222 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 274 | $10.9K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 278 | $11.0K | 0.00% | −330−54.3% | Reduced |
| Geneos Wealth Management Inc. | 280 | $11.1K | 0.00% | +255+1,020.0% | Added |
| EverSource Wealth Advisors, LLC | 256 | $11.5K | 0.00% | +28+12.3% | Added |
| Continuum Advisory, LLC | 299 | $11.9K | 0.00% | +40+15.4% | Added |
| Optimum Investment Advisors | 300 | $11.9K | 0.01% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 300 | $11.9K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 348 | $13.8K | 0.00% | +30+9.4% | Added |
| Venturi Wealth Management, LLC | 375 | $14.9K | 0.00% | +87+30.2% | Added |
| Westside Investment Management, Inc. | 386 | $15.3K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 391 | $15.5K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 350 | $15.8K | 0.01% | +350 | New |
| Creative Financial Designs Inc | 406 | $16.1K | 0.00% | +3+0.7% | Added |
| Global Retirement Partners, LLC | 437 | $17.4K | 0.00% | +11+2.6% | Added |
| Mark Sheptoff Financial Planning, LLC | 450 | $17.9K | 0.01% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 400 | $18.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 456 | $18.1K | 0.00% | +77+20.3% | Added |
| Mather Group, LLC. | 473 | $19.2K | 0.00% | −7−1.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 497 | $19.7K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 500 | $19.8K | 0.00% | +500 | New |
| Smartleaf Asset Management LLC | 534 | $21.1K | 0.00% | +202+60.8% | Added |
| Catalyst Funds Management Pty Ltd | 600 | $23.8K | 0.01% | +600 | New |
| Allspring Global Investments Holdings, LLC | 629 | $25.0K | 0.00% | +526+510.7% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 661 | $26.0K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 793 | $31.5K | 0.02% | +6+0.8% | Added |
