| Rakuten Securities, Inc. | 1 | $56 | 0.00% | −4−80.0% | Reduced |
| Elequin Capital LP | 1 | $56 | 0.00% | −3−75.0% | Reduced |
| Huntington National Bank | 1 | $56 | 0.00% | 00.0% | Unchanged |
| Trust Co | 1 | $56 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $57 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 2 | $113 | 0.00% | +2 | New |
| TD Private Client Wealth LLC | 3 | $169 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 4 | $226 | 0.00% | +4 | New |
| Creative Financial Designs Inc | 5 | $282 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 5 | $283 | 0.00% | +4+400.0% | Added |
| Sunrise Financial Services, LLC | 6 | $339 | 0.00% | +6 | New |
| Signature Equity Partners, LLC | 7 | $395 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 7 | $395 | 0.00% | +2+40.0% | Added |
| CoreCap Advisors, LLC | 8 | $452 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 8 | $452 | 0.00% | +6+300.0% | Added |
| Key Financial Inc | 9 | $508 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 10 | $565 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 10 | $565 | 0.00% | +1+11.1% | Added |
| Raffa Wealth Management, LLC | 10 | $565 | 0.00% | +2+25.0% | Added |
| Cornerstone Planning Group LLC | 11 | $586 | 0.00% | +11 | New |
| Vermillion Wealth Management, Inc. | 11 | $621 | 0.00% | +11 | New |
| Dunhill Financial, LLC | 12 | $688 | 0.00% | +8+200.0% | Added |
| Private Wealth Management Group, LLC | 13 | $735 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 14 | $791 | 0.00% | +14 | New |
| Cordant, Inc. | 16 | $904 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 18 | $1.00K | 0.00% | +1+5.9% | Added |
| Rialto Wealth Management, LLC | 18 | $1.02K | 0.00% | +5+38.5% | Added |
| Bay Harbor Wealth Management, LLC | 25 | $1.41K | 0.00% | +11+78.6% | Added |
| Sound Income Strategies, LLC | 26 | $1.49K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 27 | $1.52K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 27 | $1.53K | 0.00% | +1+3.8% | Added |
| Transamerica Financial Advisors, Inc. | 28 | $1.58K | 0.00% | +14+100.0% | Added |
| Hartford Financial Management Inc. | 28 | $1.58K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 29 | $1.64K | 0.00% | +19+190.0% | Added |
| Pacific Center for Financial Services | 30 | $1.70K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 32 | $1.81K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 34 | $1.92K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 34 | $1.92K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 34 | $1.92K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 35 | $1.98K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 43 | $2.43K | 0.00% | +43 | New |
| Manchester Capital Management LLC | 45 | $2.54K | 0.00% | +29+181.3% | Added |
| IMA Wealth, Inc. | 52 | $2.94K | 0.00% | −2−3.7% | Reduced |
| SBI Securities Co., Ltd. | 54 | $3.05K | 0.00% | −10−15.6% | Reduced |
| Financial Consulate, Inc | 60 | $3.39K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 62 | $3.50K | 0.00% | +62 | New |
| Golden State Wealth Management, LLC | 63 | $3.56K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 65 | $3.67K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 68 | $3.84K | 0.00% | +5+7.9% | Added |
| Archer Investment Corp | 70 | $3.95K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 70 | $4.01K | 0.00% | +70 | New |
| Harbour Investments, Inc. | 74 | $4.16K | 0.00% | −16−17.8% | Reduced |
| HighMark Wealth Management LLC | 75 | $4.24K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 75 | $4.24K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 78 | $4.41K | 0.00% | −20−20.4% | Reduced |
| Strengthening Families & Communities, LLC | 79 | $4.46K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 80 | $4.52K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 80 | $4.52K | 0.00% | +14+21.2% | Added |
| Private Wealth Asset Management, LLC | 87 | $4.92K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 90 | $5.08K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 91 | $5.14K | 0.00% | +56+160.0% | Added |
| Bare Financial Services, Inc | 96 | $5.42K | 0.00% | +81+540.0% | Added |
| Southern Michigan Bank & Trust | 100 | $5.65K | 0.00% | +100 | New |
| Innovative Asset Advisors Group, LLC | 102 | $5.76K | 0.00% | +102 | New |
| JFS Wealth Advisors, LLC | 104 | $5.88K | 0.00% | +8+8.3% | Added |
| Whittier Trust Co | 124 | $6.97K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 128 | $7.33K | 0.00% | +82+178.3% | Added |
| Owl Creek Wealth Partners LLC | 135 | $7.63K | 0.00% | +135 | New |
| JNBA Financial Advisors | 140 | $7.91K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 159 | $8.98K | 0.00% | +102+178.9% | Added |
| Farmers & Merchants Investments Inc | 165 | $9.32K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 168 | $9.49K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 169 | $9.55K | 0.01% | +17+11.2% | Added |
| CVA Family Office, LLC | 169 | $9.55K | 0.00% | +169 | New |
| Manning & Napier Advisors LLC | 170 | $9.60K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 170 | $9.60K | 0.00% | +170 | New |
| Toth Financial Advisory Corp | 173 | $9.77K | 0.00% | −32−15.6% | Reduced |
| City State Bank | 200 | $11.3K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 204 | $11.3K | 0.00% | +204 | New |
| Twin Peaks Wealth Advisors, LLC | 204 | $11.5K | 0.00% | +204 | New |
| Basecamp Wealth Advisors LLC | 236 | $13.3K | 0.00% | +160+210.5% | Added |
| Quantbot Technologies LP | 236 | $13.3K | 0.00% | +236 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 236 | $13.3K | 0.01% | +236 | New |
| Parkside Financial Bank & Trust | 266 | $15.0K | 0.00% | +122+84.7% | Added |
| CX Institutional | 288 | $16.0K | 0.00% | +260+928.6% | Added |
| Global X Japan Co., Ltd. | 348 | $19.7K | 0.00% | +160+85.1% | Added |
| Mather Group, LLC. | 363 | $20.5K | 0.00% | +363 | New |
| Quent Capital, LLC | 369 | $20.8K | 0.00% | +45+13.9% | Added |
| Zions Bancorporation, National Association | 375 | $21.2K | 0.00% | +364+3,309.1% | Added |
| ZRC Wealth Management, LLC | 400 | $22.6K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 409 | $23.1K | 0.00% | +409 | New |
| Capital Analysts, LLC | 446 | $25.0K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 465 | $26.3K | 0.00% | +27+6.2% | Added |
| HM Payson & Co | 500 | $28.2K | 0.00% | +500 | New |
| Wealth Preservation Advisors, LLC | 560 | $31.6K | 0.03% | +560 | New |
| Massmutual Trust Co FSB | 584 | $33.0K | 0.00% | +61+11.7% | Added |
| Versant Capital Management, Inc | 621 | $35.1K | 0.00% | +384+162.0% | Added |
| Larson Financial Group LLC | 661 | $37.3K | 0.00% | +98+17.4% | Added |
| SJS Investment Consulting Inc. | 705 | $39.8K | 0.00% | +126+21.8% | Added |
| Westside Investment Management, Inc. | 760 | $42.9K | 0.01% | 00.0% | Unchanged |