| JPL Wealth Management, LLC | 2 | $206 | 0.00% | +2 | New |
| Caitong International Asset Management Co., Ltd | 5 | $514 | 0.00% | −1−16.7% | Reduced |
| Rossby Financial, LCC | 5 | $516 | 0.00% | +2+66.7% | Added |
| Whipplewood Advisors, LLC | 6 | $617 | 0.00% | +6 | New |
| Thompson Investment Management, Inc. | 10 | $1.03K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 10 | $1.03K | 0.00% | +10 | New |
| Golden State Wealth Management, LLC | 10 | $1.03K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 10 | $1.04K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 12 | $1.23K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 12 | $1.23K | 0.00% | +12 | New |
| Quent Capital, LLC | 13 | $1.34K | 0.00% | −13−50.0% | Reduced |
| Country Trust Bank | 14 | $1.44K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 14 | $1.44K | 0.00% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 14 | $1.44K | 0.00% | +14 | New |
| Valued Wealth Advisors LLC | 17 | $1.75K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 18 | $1.85K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 21 | $2.16K | 0.00% | −289−93.2% | Reduced |
| Financial Consulate, Inc | 21 | $2.16K | 0.00% | +18+600.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 23 | $2.36K | 0.00% | −9,709−99.8% | Reduced |
| North Star Investment Management Corp. | 23 | $2.36K | 0.00% | +3+15.0% | Added |
| Kilter Group LLC | 23 | $2.36K | 0.00% | +16+228.6% | Added |
| Innovative Asset Advisors Group, LLC | 26 | $2.67K | 0.00% | +26 | New |
| Triumph Capital Management | 33 | $3.39K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 34 | $3.49K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 37 | $3.80K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 37 | $3.80K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 40 | $4.11K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 40 | $4.11K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 41 | $4.30K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 42 | $4.32K | 0.00% | −30−41.7% | Reduced |
| Washington Trust Advisors, Inc. | 43 | $4.39K | 0.00% | +1+2.4% | Added |
| Archer Investment Corp | 44 | $4.52K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 47 | $4.83K | 0.00% | +20+74.1% | Added |
| Vanguard National Trust Co | 50 | $5.14K | 0.00% | +50 | New |
| Indiana Trust & Investment Management CO | 54 | $5.55K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 57 | $5.86K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 60 | $6.17K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 65 | $6.68K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 68 | $6.99K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 74 | $7.61K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 76 | $7.81K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 76 | $7.81K | 0.00% | +70+1,166.7% | Added |
| J.Safra Asset Management Corp | 78 | $8.02K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 79 | $8.12K | 0.01% | +5+6.8% | Added |
| Glen Eagle Advisors, LLC | 86 | $8.82K | 0.00% | −24−21.8% | Reduced |
| Addison Advisors LLC | 86 | $8.84K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 90 | $9.25K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 92 | $9.46K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 96 | $9.87K | 0.00% | +96 | New |
| Pinnacle Wealth Planning Services, Inc. | 100 | $10.3K | 0.00% | −476−82.6% | Reduced |
| NBC Securities, Inc. | 100 | $10.3K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 100 | $10.3K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 100 | $10.3K | 0.01% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 100 | $10.3K | 0.00% | +100 | New |
| Albion Financial Group | 116 | $11.9K | 0.00% | +7+6.4% | Added |
| Root Financial Partners, LLC | 117 | $12.0K | 0.00% | −11−8.6% | Reduced |
| Pin Oak Investment Advisors Inc | 119 | $12.0K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 128 | $13.2K | 0.00% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 128 | $13.2K | 0.01% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 130 | $13.4K | 0.01% | +130 | New |
| Sound Income Strategies, LLC | 132 | $13.6K | 0.00% | −20−13.2% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 133 | $13.7K | 0.01% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 133 | $13.7K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 135 | $13.9K | 0.00% | +28+26.2% | Added |
| Hanson & Doremus Investment Management | 150 | $15.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 140 | $15.4K | 0.00% | +35+33.3% | Added |
| Manning & Napier Advisors LLC | 150 | $15.4K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 150 | $15.4K | 0.01% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 152 | $15.6K | 0.00% | −2−1.3% | Reduced |
| Bell Investment Advisors, Inc | 153 | $15.7K | 0.00% | −5−3.2% | Reduced |
| Zions Bancorporation, National Association | 155 | $15.9K | 0.00% | −25−13.9% | Reduced |
| Gould Capital, LLC | 160 | $16.4K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 162 | $16.6K | 0.00% | −8−4.7% | Reduced |
| Essential Partners LLC | 164 | $16.9K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 164 | $16.9K | 0.00% | +30+22.4% | Added |
| Financial Management Professionals, Inc. | 169 | $17.4K | 0.00% | +80+89.9% | Added |
| Salomon & Ludwin, LLC | 188 | $19.6K | 0.00% | −3−1.6% | Reduced |
| Ogorek Anthony Joseph | 200 | $20.0K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 200 | $20.6K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 200 | $20.6K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 200 | $20.6K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 200 | $20.6K | 0.01% | +200 | New |
| MCF Advisors LLC | 204 | $21.0K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 205 | $21.1K | 0.01% | 00.0% | Unchanged |
| Kentucky Trust Co | 206 | $21.2K | 0.01% | 00.0% | Unchanged |
| Golden State Equity Partners | 208 | $21.4K | 0.00% | +208 | New |
| CoreCap Advisors, LLC | 214 | $22.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 212 | $22.3K | 0.00% | −178−45.6% | Reduced |
| Tiaa Trust, National Association | 227 | $23.3K | 0.00% | −3,827−94.4% | Reduced |
| SJS Investment Consulting Inc. | 231 | $23.7K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 236 | $24.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 235 | $24.2K | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 240 | $24.7K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 250 | $25.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 241 | $25.0K | 0.00% | +58+31.7% | Added |
| Quintet Private Bank (Europe) S.A. | 250 | $25.6K | 0.00% | 00.0% | Unchanged |
| Stance Capital LLC | 258 | $26.5K | 0.01% | +258 | New |
| Ancora Advisors, LLC | 259 | $26.6K | 0.00% | −17−6.2% | Reduced |
| IAG Wealth Partners, LLC | 262 | $26.9K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 263 | $27.0K | 0.00% | −34−11.4% | Reduced |