| PrairieView Partners, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 0 | $8 | 0.00% | 0 | Unchanged |
| FSC Wealth Advisors, LLC | 100 | $120 | 0.00% | +100 | New |
| Frazier Financial Advisors, LLC | 2 | $202 | 0.00% | +2 | New |
| High Note Wealth, LLC | 3 | $276 | 0.00% | −80−96.4% | Reduced |
| Glen Eagle Advisors, LLC | 3 | $276 | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 3 | $277 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 4 | $333 | 0.00% | +4 | New |
| Caitong International Asset Management Co., Ltd | 4 | $368 | 0.00% | −2,308−99.8% | Reduced |
| Sierra Ocean, LLC | 4 | $368 | 0.00% | −17−81.0% | Reduced |
| Raffa Wealth Management, LLC | 4 | $368 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 4 | $368 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 4 | $369 | 0.00% | −2−33.3% | Reduced |
| Robbins Farley LLC | 4 | $369 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 5 | $460 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 5 | $460 | 0.00% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 7 | $644 | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 8 | $736 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 9 | $828 | 0.00% | −1−10.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 9 | $828 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $920 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 10 | $921 | 0.00% | −68−87.2% | Reduced |
| Montag A & Associates Inc | 10 | $921 | 0.00% | −40−80.0% | Reduced |
| Adirondack Trust Co | 12 | $1.10K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 12 | $1.10K | 0.00% | +12 | New |
| Lord & Richards Wealth Management, LLC | 12 | $1.10K | 0.00% | +12 | New |
| Fifth Third Bancorp | 13 | $1.20K | 0.00% | −2,657−99.5% | Reduced |
| Aspect Partners, LLC | 13 | $1.20K | 0.00% | +13 | New |
| Parkside Financial Bank & Trust | 15 | $1.38K | 0.00% | +15 | New |
| Curio Wealth, LLC | 1 | $1.60K | 0.00% | +1 | New |
| Whipplewood Advisors, LLC | 93 | $1.66K | 0.00% | +75+416.7% | Added |
| Bell Investment Advisors, Inc | 20 | $1.84K | 0.00% | −7−25.9% | Reduced |
| Hollencrest Capital Management | 20 | $1.84K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 20 | $1.84K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 22 | $2.02K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 29 | $2.67K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 30 | $2.76K | 0.00% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 30 | $2.76K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 30 | $2.76K | 0.00% | +30 | New |
| Nalls Sherbakoff Group, LLC | 30 | $2.76K | 0.00% | +30 | New |
| Cherry Tree Wealth Management, LLC | 30 | $2.76K | 0.00% | +30 | New |
| UMA Financial Services, Inc. | 31 | $2.85K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 40 | $3.68K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 40 | $3.68K | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 40 | $3.68K | 0.00% | +40 | New |
| Bellwether Advisors, LLC | 45 | $4.14K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 47 | $4.33K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 50 | $4.60K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 50 | $4.60K | 0.00% | 00.0% | Unchanged |
| Deane Retirement Strategies, Inc. | 50 | $4.60K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 50 | $4.60K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 50 | $4.60K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 50 | $4.60K | 0.00% | +50 | New |
| Orion Capital Management LLC | 52 | $4.79K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 59 | $5.43K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 63 | $5.80K | 0.00% | −14−18.2% | Reduced |
| Kiker Wealth Management, LLC | 64 | $5.89K | 0.00% | +64 | New |
| Ramirez Asset Management, Inc. | 68 | $6.26K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 73 | $7.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 77 | $7.00K | 0.00% | +77 | New |
| JFS Wealth Advisors, LLC | 77 | $7.09K | 0.00% | +1+1.3% | Added |
| Fortis Group Advisors, LLC | 80 | $7.36K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 88 | $7.88K | 0.00% | +8+10.0% | Added |
| Spire Wealth Management | 100 | $9.20K | 0.00% | −470−82.5% | Reduced |
| Huntington National Bank | 101 | $9.29K | 0.00% | −275−73.1% | Reduced |
| Clark Wealth Partners | 101 | $9.29K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 100 | $9.34K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 105 | $9.66K | 0.00% | −59−36.0% | Reduced |
| Highline Wealth Partners LLC | 105 | $9.66K | 0.00% | +8+8.2% | Added |
| Solstein Capital, LLC | 114 | $10.5K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 114 | $10.5K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 115 | $10.6K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 118 | $10.9K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 122 | $11.2K | 0.01% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 130 | $12.0K | 0.01% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 143 | $12.4K | 0.01% | +143 | New |
| Capital A Wealth Management, LLC | 142 | $13.1K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 148 | $13.6K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 152 | $14.0K | 0.00% | +112+280.0% | Added |
| Close Asset Management Ltd | 150 | $14.0K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 163 | $15.0K | 0.00% | +130+393.9% | Added |
| Larson Financial Group LLC | 163 | $15.0K | 0.00% | +141+640.9% | Added |
| First Horizon Advisors, Inc. | 165 | $15.2K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 167 | $15.4K | 0.00% | +12+7.7% | Added |
| Bellevue Asset Management, LLC | 170 | $15.6K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 181 | $16.7K | 0.00% | +6+3.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 200 | $17.5K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 198 | $18.2K | 0.00% | +198 | New |
| Creative Financial Designs Inc | 200 | $18.4K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 200 | $18.4K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 200 | $18.4K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 200 | $18.4K | 0.00% | +101+102.0% | Added |
| Berbice Capital Management LLC | 200 | $18.4K | 0.02% | +200 | New |
| WealthCollab, LLC | 207 | $19.1K | 0.01% | +3+1.5% | Added |
| Optimum Investment Advisors | 220 | $20.2K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 229 | $21.1K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 235 | $21.6K | 0.00% | +235 | New |
| Moisand Fitzgerald Tamayo, LLC | 240 | $22.1K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 242 | $22.1K | 0.00% | +150+163.0% | Added |
| AdvisorNet Financial, Inc | 244 | $22.5K | 0.00% | 00.0% | Unchanged |