| American Capital Advisory, LLC | 1 | $97 | 0.00% | −2−66.7% | Reduced |
| Principia Wealth Advisory, LLC | 1 | $97 | 0.00% | −2−66.7% | Reduced |
| MV Capital Management, Inc. | 1 | $97 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1 | $109 | 0.00% | +1 | New |
| SBI Securities Co., Ltd. | 2 | $193 | 0.00% | +2 | New |
| First Pacific Financial | 2 | $194 | 0.00% | +2 | New |
| Highline Wealth Partners LLC | 3 | $290 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $370 | 0.00% | −19−86.4% | Reduced |
| Private Trust Co NA | 4 | $386 | 0.00% | +4 | New |
| Stone House Investment Management, LLC | 4 | $386 | 0.00% | +4 | New |
| AdvisorNet Financial, Inc | 6 | $580 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 7 | $677 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 7 | $677 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 8 | $773 | 0.00% | −4−33.3% | Reduced |
| HFM Investment Advisors, LLC | 9 | $869 | 0.00% | −2−18.2% | Reduced |
| Raffa Wealth Management, LLC | 9 | $869 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 9 | $869 | 0.00% | +2+28.6% | Added |
| Rakuten Securities, Inc. | 9 | $869 | 0.00% | +5+125.0% | Added |
| Tortoise Investment Management, LLC | 10 | $966 | 0.00% | +3+42.9% | Added |
| Financial Consulate, Inc | 10 | $966 | 0.00% | +10 | New |
| Winnow Wealth LLC | 11 | $1.07K | 0.00% | +11 | New |
| Kilter Group LLC | 12 | $1.16K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 14 | $1.35K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 14 | $1.35K | 0.00% | +14 | New |
| Aspect Partners, LLC | 16 | $1.54K | 0.00% | +16 | New |
| Cornerstone Planning Group LLC | 19 | $1.83K | 0.00% | −3−13.6% | Reduced |
| Bruce G. Allen Investments, LLC | 19 | $1.83K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 19 | $1.83K | 0.00% | +19 | New |
| Wealth Watch Advisors, INC | 19 | $1.83K | 0.00% | +19 | New |
| Cloud Capital Management, LLC | 26 | $2.00K | 0.00% | +26 | New |
| Red Tortoise LLC | 22 | $2.13K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 24 | $2.32K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 25 | $2.42K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 26 | $2.51K | 0.00% | +4+18.2% | Added |
| Binnacle Investments Inc | 27 | $2.61K | 0.00% | +15+125.0% | Added |
| TD Capital Management LLC | 28 | $2.73K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 29 | $2.88K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 30 | $2.90K | 0.00% | +5+20.0% | Added |
| Transamerica Financial Advisors, Inc. | 33 | $3.09K | 0.00% | +33 | New |
| Bare Financial Services, Inc | 33 | $3.19K | 0.00% | +1+3.1% | Added |
| Cape Investment Advisory, Inc. | 34 | $3.28K | 0.00% | +34 | New |
| Central Trust Co | 34 | $3.29K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 35 | $3.38K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 43 | $4.15K | 0.00% | −5−10.4% | Reduced |
| Wiser Advisor Group LLC | 45 | $4.36K | 0.01% | +45 | New |
| Sunbelt Securities, Inc. | 48 | $4.64K | 0.00% | +48 | New |
| First Horizon Corp | 49 | $4.73K | 0.00% | +49 | New |
| Wall Street Access Asset Management, LLC | 49 | $4.73K | 0.00% | +49 | New |
| Massmutual Trust Co FSB | 54 | $5.22K | 0.00% | −6−10.0% | Reduced |
| Optiver Holding B.V. | 55 | $5.31K | 0.00% | −290−84.1% | Reduced |
| Parkside Financial Bank & Trust | 58 | $5.60K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 66 | $6.38K | 0.00% | +8+13.8% | Added |
| ZRC Wealth Management, LLC | 66 | $6.38K | 0.00% | +66 | New |
| WPG Advisers, LLC | 71 | $6.86K | 0.01% | +6+9.2% | Added |
| Strategic Investment Solutions, Inc. | 87 | $8.41K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 90 | $8.69K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 97 | $9.35K | 0.00% | +11+12.8% | Added |
| Quarry LP | 97 | $9.37K | 0.00% | −93−48.9% | Reduced |
| Costello Asset Management, INC | 100 | $9.66K | 0.00% | −100−50.0% | Reduced |
| Farmers & Merchants Investments Inc | 100 | $9.66K | 0.00% | +5+5.3% | Added |
| GPS Wealth Strategies Group, LLC | 101 | $9.76K | 0.00% | +100+10,000.0% | Added |
| Harbour Investments, Inc. | 111 | $10.7K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 143 | $13.8K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 150 | $14.5K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 152 | $14.7K | 0.00% | +57+60.0% | Added |
| CoreCap Advisors, LLC | 161 | $15.6K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 170 | $16.4K | 0.00% | +70+70.0% | Added |
| DT Investment Partners, LLC | 183 | $17.7K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 186 | $18.0K | 0.00% | +186 | New |
| Hemington Wealth Management | 190 | $18.0K | 0.00% | +1+0.5% | Added |
| City State Bank | 196 | $18.9K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 200 | $19.3K | 0.00% | 00.0% | Unchanged |
| Motco | 211 | $20.4K | 0.00% | +211 | New |
| Covestor Ltd | 221 | $22.0K | 0.01% | −31−12.3% | Reduced |
| DecisionPoint Financial, LLC | 229 | $22.2K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 234 | $22.6K | 0.01% | +1+0.4% | Added |
| Harbor Capital Advisors, Inc. | 264 | $25.0K | 0.00% | +134+103.1% | Added |
| Smartleaf Asset Management LLC | 289 | $27.9K | 0.00% | +148+105.0% | Added |
| Caitong International Asset Management Co., Ltd | 304 | $29.4K | 0.02% | +304 | New |
| Quent Capital, LLC | 357 | $34.5K | 0.00% | +357 | New |
| Cullen/Frost Bankers, Inc. | 363 | $35.1K | 0.00% | −114−23.9% | Reduced |
| Larson Financial Group LLC | 382 | $36.9K | 0.00% | +44+13.0% | Added |
| Root Financial Partners, LLC | 382 | $36.9K | 0.00% | +382 | New |
| Signaturefd, LLC | 389 | $37.6K | 0.00% | +16+4.3% | Added |
| Mather Group, LLC. | 400 | $38.6K | 0.00% | +400 | New |
| Colonial Trust Co | 429 | $41.4K | 0.01% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 438 | $42.3K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 438 | $42.3K | 0.00% | −12−2.7% | Reduced |
| Capital Advisors, Ltd. LLC | 493 | $48.0K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 522 | $50.4K | 0.01% | +508+3,628.6% | Added |
| Abich Financial Wealth Management LLC | 561 | $54.2K | 0.02% | +561 | New |
| LOM Asset Management Ltd | 570 | $55.0K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 601 | $58.1K | 0.00% | −56−8.5% | Reduced |
| Penserra Capital Management LLC | 635 | $61.0K | 0.00% | +7+1.1% | Added |
| Ronald Blue Trust, Inc. | 643 | $62.1K | 0.00% | −417−39.3% | Reduced |
| Advisory Services Network, LLC | 684 | $66.1K | 0.00% | +684 | New |
| Principal Securities, Inc. | 721 | $69.6K | 0.00% | +30+4.3% | Added |
| Farther Finance Advisors, LLC | 728 | $70.3K | 0.00% | +95+15.0% | Added |
| Steward Partners Investment Advisory, LLC | 768 | $74.1K | 0.00% | +175+29.5% | Added |
| Fifth Third Bancorp | 803 | $77.6K | 0.00% | +48+6.4% | Added |