| Dogwood Wealth Management LLC | 0 | $11 | 0.00% | 0 | Unchanged |
| TD Capital Management LLC | 0 | $59 | 0.00% | −213−100.0% | Reduced |
| DT Investment Partners, LLC | 1 | $124 | 0.00% | +1 | New |
| Innealta Capital, LLC | 1 | $127 | 0.00% | +1 | New |
| Financial Network Wealth Advisors LLC | 2 | $248 | 0.00% | +2 | New |
| State of Wyoming | 3 | $371 | 0.00% | +1+50.0% | Added |
| Sanctuary Wealth Management, L.L.C. | 5 | $619 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 8 | $990 | 0.00% | −8−50.0% | Reduced |
| Financial Management Professionals, Inc. | 9 | $1.00K | 0.00% | −11−55.0% | Reduced |
| Rakuten Securities, Inc. | 10 | $1.24K | 0.00% | −2−16.7% | Reduced |
| PayPay Securities Corp | 11 | $1.36K | 0.11% | −23−67.6% | Reduced |
| Trifecta Capital Advisors, LLC | 12 | $1.49K | 0.00% | −380−96.9% | Reduced |
| WestEnd Advisors, LLC | 12 | $1.49K | 0.00% | +9+300.0% | Added |
| ESL Trust Services, LLC | 12 | $1.49K | 0.00% | +12 | New |
| Semmax Financial Advisors Inc. | 13 | $1.78K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 16 | $1.98K | 0.00% | +16 | New |
| Strengthening Families & Communities, LLC | 18 | $2.00K | 0.00% | +18 | New |
| Frazier Financial Advisors, LLC | 18 | $2.23K | 0.00% | −2−10.0% | Reduced |
| Private Wealth Management Group, LLC | 18 | $2.23K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 20 | $2.48K | 0.00% | +20 | New |
| NVWM, LLC | 21 | $2.60K | 0.00% | +12+133.3% | Added |
| Contravisory Investment Management, Inc. | 24 | $2.97K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 25 | $3.10K | 0.00% | +9+56.3% | Added |
| MeadowBrook Investment Advisors LLC | 28 | $3.47K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 29 | $3.59K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 33 | $4.08K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 33 | $4.09K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $4.33K | 0.00% | – | New |
| Archer Investment Corp | 36 | $4.46K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 41 | $5.08K | 0.00% | +41 | New |
| Syntax Research, Inc. | 43 | $5.33K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 44 | $5.42K | 0.00% | +44 | New |
| Cornerstone Planning Group LLC | 44 | $5.70K | 0.00% | +12+37.5% | Added |
| Investors Research Corp | 50 | $6.19K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 50 | $6.19K | 0.00% | +50 | New |
| Exchange Traded Concepts, LLC | 51 | $6.31K | 0.00% | −1,533−96.8% | Reduced |
| Penserra Capital Management LLC | 60 | $7.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 63 | $7.00K | 0.00% | +16+34.0% | Added |
| Unique Wealth Strategies, LLC | 59 | $7.75K | 0.00% | +59 | New |
| Mascoma Wealth Management LLC | 66 | $8.17K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 71 | $9.33K | 0.01% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 81 | $10.0K | 0.00% | +81 | New |
| Wunderlich Capital Managemnt | 86 | $10.6K | 0.00% | +86 | New |
| Winch Advisory Services, LLC | 92 | $11.4K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 100 | $12.4K | 0.01% | −268−72.8% | Reduced |
| Arrow Financial Corp | 100 | $12.4K | 0.00% | −200−66.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 100 | $12.4K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 100 | $12.4K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 100 | $12.4K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 100 | $12.4K | 0.01% | 00.0% | Unchanged |
| Tidemark, LLC | 100 | $12.4K | 0.01% | 00.0% | Unchanged |
| Antipodes Partners Ltd | 737 | $12.5K | 0.00% | −448−37.8% | Reduced |
| Hobbs Group Advisors, LLC | 103 | $12.8K | 0.00% | +103 | New |
| Jackson, Grant Investment Advisers, Inc. | 110 | $13.6K | 0.01% | +1+0.9% | Added |
| NCP Inc. | 110 | $13.6K | 0.01% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 111 | $13.7K | 0.01% | +111 | New |
| Raffa Wealth Management, LLC | 119 | $14.7K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 119 | $14.7K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 120 | $14.9K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 121 | $15.0K | 0.00% | +1+0.8% | Added |
| Tucker Asset Management LLC | 123 | $15.2K | 0.00% | 00.0% | Unchanged |
| American National Bank | 123 | $15.2K | 0.00% | +50+68.5% | Added |
| Guardian Wealth Management, Inc. | 125 | $15.4K | 0.01% | −1−0.8% | Reduced |
| Valued Wealth Advisors LLC | 127 | $15.7K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 127 | $15.7K | 0.00% | +27+27.0% | Added |
| Chilton Capital Management LLC | 141 | $17.5K | 0.00% | −58−29.1% | Reduced |
| WFA Asset Management Corp | 146 | $18.0K | 0.01% | −144−49.7% | Reduced |
| Abound Wealth Management | 147 | $18.2K | 0.01% | −11−7.0% | Reduced |
| Stephenson National Bank & Trust | 152 | $18.8K | 0.01% | +12+8.6% | Added |
| CGC Financial Services, LLC | 162 | $20.1K | 0.01% | 00.0% | Unchanged |
| Planning Capital Management Corp | 164 | $20.3K | 0.01% | −67−29.0% | Reduced |
| Pin Oak Investment Advisors Inc | 168 | $21.0K | 0.02% | −49−22.6% | Reduced |
| Hazlett, Burt & Watson, Inc. | 175 | $21.0K | 0.01% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 173 | $21.4K | 0.03% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 180 | $22.3K | 0.00% | −100−35.7% | Reduced |
| Family CFO Inc | 184 | $22.8K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 193 | $24.0K | 0.01% | −12−5.9% | Reduced |
| Kelly Financial Services LLC | 200 | $24.8K | 0.01% | −7−3.4% | Reduced |
| TFC Financial Management | 200 | $24.8K | 0.00% | +6+3.1% | Added |
| Bell Investment Advisors, Inc | 202 | $25.0K | 0.00% | +4+2.0% | Added |
| Zions Bancorporation, N.A. | 203 | $25.1K | 0.00% | −27−11.7% | Reduced |
| Meeder Asset Management Inc | 205 | $25.4K | 0.00% | +35+20.6% | Added |
| Trust Co | 210 | $26.0K | 0.00% | 00.0% | Unchanged |
| Knott David M Jr | 210 | $26.0K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 212 | $26.3K | 0.01% | +212 | New |
| EdgeRock Capital LLC | 216 | $26.7K | 0.02% | +216 | New |
| CarsonAllaria Wealth Management, Ltd. | 222 | $27.6K | 0.02% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 223 | $27.6K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 311 | $28.1K | 0.01% | +311 | New |
| Advantage Trust Co | 230 | $28.5K | 0.02% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 231 | $28.6K | 0.03% | +231 | New |
| Clean Yield Group | 234 | $29.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 236 | $29.2K | 0.00% | +2+0.9% | Added |
| Bank & Trust Co | 237 | $29.3K | 0.02% | +237 | New |
| Coppell Advisory Solutions LLC | 245 | $30.3K | 0.01% | +245 | New |
| Scarborough Advisors, LLC | 247 | $30.6K | 0.01% | +1+0.4% | Added |
| Rosenberg Matthew Hamilton | 252 | $30.8K | 0.01% | −199−44.1% | Reduced |
| Ridgewood Investments LLC | 250 | $30.9K | 0.02% | +250 | New |
| J.Safra Asset Management Corp | 259 | $32.1K | 0.00% | +259 | New |