| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | +3 | New |
| Jefferies Financial Group Inc. | 1 | $87 | 0.00% | −338,749−100.0% | Reduced |
| Quaker Wealth Management, LLC | 1 | $87 | 0.00% | +1 | New |
| Seneschal Advisors, LLC | 1 | $87 | 0.00% | +1 | New |
| Golden State Wealth Management, LLC | 2 | $174 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2 | $174 | 0.00% | +2 | New |
| Davis Capital Management | 2 | $174 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 2 | $174 | 0.00% | +2 | New |
| Torren Management, LLC | 2 | $174 | 0.00% | +2 | New |
| Central Trust Co | 3 | $261 | 0.00% | +3 | New |
| 1015 Capital Partners, LLC | 3 | $261 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 4 | $313 | 0.00% | +4 | New |
| Rachor Investment Advisory Services, LLC | 4 | $348 | 0.00% | +4 | New |
| American Capital Advisory, LLC | 4 | $348 | 0.00% | +4 | New |
| Optima Capital LLC | 4 | $348 | 0.00% | +4 | New |
| Bogart Wealth, LLC | 5 | $434 | 0.00% | +5 | New |
| Bay Harbor Wealth Management, LLC | 5 | $434 | 0.00% | +5 | New |
| Cornerstone Financial Management LLC | 5 | $434 | 0.00% | +5 | New |
| Private Trust Co NA | 6 | $521 | 0.00% | +6 | New |
| Transamerica Financial Advisors, Inc. | 6 | $521 | 0.00% | +6 | New |
| TD Private Client Wealth LLC | 6 | $521 | 0.00% | +6 | New |
| Principia Wealth Advisory, LLC | 7 | $608 | 0.00% | +6+600.0% | Added |
| McGuire Capital Advisors Inc | 7 | $608 | 0.00% | +7 | New |
| Strategic Advocates LLC | 7 | $611 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 8 | $695 | 0.00% | −365−97.9% | Reduced |
| Raffa Wealth Management, LLC | 8 | $695 | 0.00% | +8 | New |
| Godfrey Financial Associates, Inc. | 8 | $695 | 0.00% | +8 | New |
| SJS Investment Consulting Inc. | 8 | $696 | 0.00% | +8 | New |
| DiNuzzo Private Wealth, Inc. | 8 | $696 | 0.00% | +8 | New |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 10 | $869 | 0.00% | −1,938−99.5% | Reduced |
| Godsey & Gibb Associates | 10 | $869 | 0.00% | +10 | New |
| North Star Investment Management Corp. | 11 | $956 | 0.00% | +11 | New |
| Westend Capital Management, LLC | 12 | $1.04K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 15 | $1.30K | 0.00% | +15 | New |
| Armstrong Advisory Group, Inc | 15 | $1.30K | 0.00% | +15 | New |
| Marquette Asset Management, LLC | 18 | $1.56K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 20 | $1.74K | 0.00% | +20 | New |
| Manchester Capital Management LLC | 20 | $1.74K | 0.00% | −1,057−98.1% | Reduced |
| Berkshire Capital Holdings Inc | 20 | $1.74K | 0.00% | +10+100.0% | Added |
| Laurel Wealth Advisors LLC | 20 | $1.74K | 0.00% | +20 | New |
| Cape Investment Advisory, Inc. | 20 | $1.74K | 0.00% | +20 | New |
| New England Capital Financial Advisors LLC | 20 | $1.74K | 0.00% | +20 | New |
| Graney & King, LLC | 21 | $1.82K | 0.00% | +21 | New |
| Westside Investment Management, Inc. | 22 | $1.91K | 0.00% | +22 | New |
| Avion Wealth | 31 | $2.00K | 0.00% | +5+19.2% | Added |
| Roble, Belko & Company, Inc | 23 | $2.00K | 0.00% | +23 | New |
| Versant Capital Management, Inc | 27 | $2.35K | 0.00% | +27 | New |
| Princeton Global Asset Management LLC | 31 | $2.69K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 31 | $2.69K | 0.00% | +4+14.8% | Added |
| Stone House Investment Management, LLC | 31 | $2.69K | 0.00% | +31 | New |
| Retirement Wealth Solutions LLC | 34 | $2.96K | 0.00% | +7+25.9% | Added |
| Private Wealth Management Group, LLC | 34 | $2.96K | 0.00% | +34 | New |
| UMA Financial Services, Inc. | 36 | $3.13K | 0.00% | +5+16.1% | Added |
| Dogwood Wealth Management LLC | 39 | $3.39K | 0.00% | +23+143.8% | Added |
| Hazlett, Burt & Watson, Inc. | 52 | $4.00K | 0.00% | +13+33.3% | Added |
| MCF Advisors LLC | 48 | $4.17K | 0.00% | −68−58.6% | Reduced |
| Fortitude Family Office, LLC | 49 | $4.26K | 0.00% | +6+14.0% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 50 | $4.34K | 0.00% | −265−84.1% | Reduced |
| Bangor Savings Bank | 50 | $4.34K | 0.00% | +50 | New |
| Spire Wealth Management | 50 | $4.34K | 0.00% | +50 | New |
| Wilkerson Advisory Group LLC | 50 | $4.34K | 0.00% | +50 | New |
| Bell Investment Advisors, Inc | 62 | $5.39K | 0.00% | +39+169.6% | Added |
| Root Financial Partners, LLC | 67 | $5.82K | 0.00% | +57+570.0% | Added |
| Darwin Advisors, LLC | 70 | $6.08K | 0.00% | +70 | New |
| Bare Financial Services, Inc | 82 | $7.13K | 0.00% | −12−12.8% | Reduced |
| VSM Wealth Advisory, LLC | 85 | $7.39K | 0.00% | +85 | New |
| Operose Advisors LLC | 93 | $8.08K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 94 | $8.17K | 0.00% | +63+203.2% | Added |
| Blume Capital Management, Inc. | 100 | $8.69K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 100 | $8.69K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 100 | $8.69K | 0.00% | +100 | New |
| Asset Dedication, LLC | 100 | $8.69K | 0.00% | +100 | New |
| Accent Capital Management, LLC | 100 | $8.69K | 0.00% | +100 | New |
| First Horizon Corp | 105 | $9.12K | 0.00% | +105 | New |
| Acumen Wealth Advisors, LLC | 108 | $9.38K | 0.00% | +108 | New |
| True Wealth Design, LLC | 115 | $9.99K | 0.00% | +7+6.5% | Added |
| GoalVest Advisory LLC | 120 | $10.4K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 120 | $10.4K | 0.00% | +120 | New |
| Cornerstone Planning Group LLC | 64 | $10.6K | 0.00% | +8+14.3% | Added |
| University of Texas/Texas Am Investment Managment Co | 126 | $10.9K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 137 | $11.9K | 0.00% | +137 | New |
| Abound Wealth Management | 141 | $12.3K | 0.00% | +141 | New |
| Signature Equity Partners, LLC | 144 | $12.5K | 0.01% | +144 | New |
| Caldwell Sutter Capital, Inc. | 145 | $12.6K | 0.01% | −55−27.5% | Reduced |
| JFS Wealth Advisors, LLC | 149 | $12.9K | 0.00% | +24+19.2% | Added |
| Flagship Harbor Advisors, LLC | 155 | $13.5K | 0.00% | +155 | New |
| Atlantic Edge Private Wealth Management, LLC | 160 | $13.9K | 0.00% | +60+60.0% | Added |
| Larson Financial Group LLC | 181 | $15.7K | 0.00% | +24+15.3% | Added |
| Cullen/Frost Bankers, Inc. | 196 | $17.0K | 0.00% | +196 | New |
| TD Waterhouse Canada Inc. | 199 | $17.3K | 0.00% | +79+65.8% | Added |
| Vision Financial Markets LLC | 200 | $17.4K | 0.02% | 00.0% | Unchanged |
| Adirondack Trust Co | 200 | $17.4K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 200 | $17.4K | 0.00% | +183+1,076.5% | Added |
| SHP Wealth Management | 200 | $17.4K | 0.00% | +200 | New |
| Noble Wealth Management PBC | 200 | $17.4K | 0.01% | +200 | New |
| Hollencrest Capital Management | 201 | $17.5K | 0.00% | +201 | New |
| Itau Unibanco Holding S.A. | 207 | $18.0K | 0.00% | −2,699−92.9% | Reduced |
| Elequin Capital LP | 207 | $18.0K | 0.00% | +207 | New |
| DV Trading LLC | 208 | $18.1K | 0.00% | +208 | New |
| Brown Brothers Harriman & Co | 238 | $20.7K | 0.00% | +18+8.2% | Added |