| PrairieView Partners, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 0 | $8 | 0.00% | 0 | New |
| Transce3nd, LLC | 2 | $169 | 0.00% | +2 | New |
| Glen Eagle Advisors, LLC | 3 | $253 | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 3 | $253 | 0.00% | +3 | New |
| Spectrum Wealth Counsel, LLC | 3 | $253 | 0.00% | +3 | New |
| Raffa Wealth Management, LLC | 4 | $337 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 4 | $337 | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 4 | $338 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 5 | $422 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 5 | $422 | 0.00% | +5 | New |
| Abound Wealth Management | 6 | $506 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 6 | $506 | 0.00% | +6 | New |
| New Wave Wealth Advisors LLC | 7 | $590 | 0.00% | +7 | New |
| Catherine Avery Investment Management LLC | 7 | $590 | 0.00% | +7 | New |
| Stonebridge Financial Group, LLC | 8 | $674 | 0.00% | +8 | New |
| GPS Wealth Strategies Group, LLC | 9 | $759 | 0.00% | −43−82.7% | Reduced |
| Bruce G. Allen Investments, LLC | 10 | $843 | 0.00% | −190−95.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $843 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 10 | $843 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 10 | $843 | 0.00% | +10 | New |
| Transamerica Financial Advisors, Inc. | 5 | $1.00K | 0.00% | −771−99.4% | Reduced |
| Adirondack Trust Co | 12 | $1.01K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 16 | $1.35K | 0.00% | +9+128.6% | Added |
| Whipplewood Advisors, LLC | 18 | $1.52K | 0.00% | +18 | New |
| Hollencrest Capital Management | 20 | $1.69K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 20 | $1.69K | 0.00% | +20 | New |
| Sierra Ocean, LLC | 21 | $1.77K | 0.00% | +21 | New |
| Winch Advisory Services, LLC | 22 | $1.85K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 22 | $1.85K | 0.00% | +4+22.2% | Added |
| Bell Investment Advisors, Inc | 27 | $2.28K | 0.00% | −9−25.0% | Reduced |
| Iron Horse Wealth Management, LLC | 29 | $2.44K | 0.00% | +29 | New |
| Westside Investment Management, Inc. | 30 | $2.53K | 0.00% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 30 | $2.53K | 0.00% | +30 | New |
| UMA Financial Services, Inc. | 31 | $2.61K | 0.00% | +31 | New |
| Caitlin John, LLC | 33 | $2.78K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 33 | $2.78K | 0.00% | +33 | New |
| Oarsman Capital, Inc. | 35 | $2.95K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 40 | $3.37K | 0.00% | +40 | New |
| Salem Investment Counselors Inc | 40 | $3.37K | 0.00% | −90−69.2% | Reduced |
| ZRC Wealth Management, LLC | 40 | $3.37K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 42 | $3.54K | 0.00% | +42 | New |
| Venturi Wealth Management, LLC | 44 | $3.71K | 0.00% | +29+193.3% | Added |
| Bellwether Advisors, LLC | 45 | $3.79K | 0.00% | +45 | New |
| Private Trust Co NA | 47 | $3.96K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 50 | $4.22K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 50 | $4.22K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 50 | $4.22K | 0.00% | 00.0% | Unchanged |
| Deane Retirement Strategies, Inc. | 50 | $4.22K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 50 | $4.22K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 50 | $4.22K | 0.00% | +40+400.0% | Added |
| Orion Capital Management LLC | 52 | $4.38K | 0.00% | +52 | New |
| GWM Advisors LLC | 54 | $4.55K | 0.00% | −310−85.2% | Reduced |
| Strategic Investment Solutions, Inc. | 59 | $4.97K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 60 | $5.06K | 0.00% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 68 | $5.73K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 73 | $6.00K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 70 | $6.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 76 | $6.41K | 0.00% | +63+484.6% | Added |
| HighMark Wealth Management LLC | 77 | $6.49K | 0.00% | −25−24.5% | Reduced |
| TFC Financial Management | 78 | $6.58K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 79 | $6.64K | 0.00% | −1−1.3% | Reduced |
| Allworth Financial LP | 80 | $6.64K | 0.00% | +45+128.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 80 | $6.74K | 0.00% | +28+53.8% | Added |
| Fortis Group Advisors, LLC | 80 | $6.75K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 83 | $7.00K | 0.00% | +83 | New |
| Allspring Global Investments Holdings, LLC | 86 | $7.24K | 0.00% | −601−87.5% | Reduced |
| TD Waterhouse Canada Inc. | 92 | $7.76K | 0.00% | −100−52.1% | Reduced |
| Proequities, Inc. | 96 | $7.97K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 97 | $8.18K | 0.00% | +31+47.0% | Added |
| IFP Advisors, Inc | 99 | $8.35K | 0.00% | −45−31.3% | Reduced |
| Harbour Investments, Inc. | 100 | $8.43K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 100 | $8.43K | 0.00% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 100 | $8.43K | 0.00% | 00.0% | Unchanged |
| Measured Risk Portfolios, Inc. | 100 | $8.43K | 0.01% | +100 | New |
| MPWM Advisory Solutions, LLC | 100 | $8.43K | 0.01% | +100 | New |
| Clark Wealth Partners | 101 | $8.52K | 0.01% | +101 | New |
| Criterion Capital Advisors, LLC | 100 | $8.65K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 114 | $9.61K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 114 | $9.61K | 0.00% | −160−58.4% | Reduced |
| First Command Advisory Services, Inc. | 115 | $9.70K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 118 | $9.95K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 122 | $10.3K | 0.01% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 130 | $11.0K | 0.01% | +130 | New |
| Assetmark, Inc | 134 | $11.3K | 0.00% | +100+294.1% | Added |
| Capital A Wealth Management, LLC | 142 | $12.0K | 0.02% | +142 | New |
| Prestige Wealth Management Group LLC | 148 | $12.5K | 0.00% | 00.0% | Unchanged |
| Mainstream Capital Management LLC | 150 | $12.6K | 0.01% | +150 | New |
| Close Asset Management Ltd | 150 | $13.0K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 155 | $13.1K | 0.00% | −56−26.5% | Reduced |
| Harbor Investment Advisory, LLC | 164 | $13.8K | 0.00% | −165−50.2% | Reduced |
| First Horizon Advisors, Inc. | 165 | $13.9K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 170 | $14.3K | 0.01% | +170 | New |
| Financial Management Professionals, Inc. | 175 | $14.8K | 0.00% | +175 | New |
| Skopos Labs, Inc. | 176 | $14.8K | 0.00% | +176 | New |
| Creative Financial Designs Inc | 200 | $16.9K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 200 | $16.9K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 200 | $16.9K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 204 | $17.2K | 0.01% | −139−40.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 200 | $17.7K | 0.00% | 00.0% | Unchanged |