| Navigoe, LLC | 2 | $0 | 0.00% | +2 | New |
| Leonteq Securities AG | 1 | $191 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $191 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 1 | $191 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 1 | $191 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 1 | $191 | 0.00% | +1 | New |
| Key Capital Management, INC | 1 | $215 | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 2 | $382 | 0.00% | −1−33.3% | Reduced |
| USA Financial Formulas | 2 | $382 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 2 | $388 | 0.00% | +2 | New |
| Truvestments Capital LLC | 3 | $573 | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 3 | $573 | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 3 | $573 | 0.00% | +3 | New |
| UMA Financial Services, Inc. | 3 | $573 | 0.00% | +3 | New |
| Transamerica Financial Advisors, Inc. | 4 | $763 | 0.00% | −4−50.0% | Reduced |
| Signature Equity Partners, LLC | 5 | $955 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 5 | $955 | 0.00% | +2+66.7% | Added |
| Sachetta, LLC | 6 | $1.15K | 0.00% | +2+50.0% | Added |
| Toth Financial Advisory Corp | 6 | $1.15K | 0.00% | +6 | New |
| Optiver Holding B.V. | 7 | $1.34K | 0.00% | +7 | New |
| Rialto Wealth Management, LLC | 7 | $1.34K | 0.00% | −1−12.5% | Reduced |
| Raleigh Capital Management Inc. | 7 | $1.34K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 8 | $1.53K | 0.00% | −40−83.3% | Reduced |
| North Star Investment Management Corp. | 8 | $1.53K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 8 | $1.53K | 0.00% | +3+60.0% | Added |
| Cromwell Holdings LLC | 10 | $1.91K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 10 | $1.91K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 10 | $1.91K | 0.00% | +4+66.7% | Added |
| Meeder Asset Management Inc | 10 | $1.91K | 0.00% | +10 | New |
| Archer Investment Corp | 10 | $1.91K | 0.00% | +10 | New |
| DiNuzzo Private Wealth, Inc. | 10 | $1.91K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 10 | $1.91K | 0.00% | +5+100.0% | Added |
| Strengthening Families & Communities, LLC | 10 | $1.93K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 12 | $2.29K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 13 | $2.48K | 0.00% | −6−31.6% | Reduced |
| Zions Bancorporation, National Association | 13 | $2.48K | 0.00% | +7+116.7% | Added |
| Creative Capital Management Investments LLC | 13 | $2.48K | 0.00% | +13 | New |
| Whittier Trust Co of Nevada Inc | 14 | $2.49K | 0.00% | +14 | New |
| Brown Brothers Harriman & Co | 14 | $2.67K | 0.00% | −118−89.4% | Reduced |
| William B. Walkup & Associates, Inc. | 14 | $2.67K | 0.00% | +14 | New |
| Fulcrum Asset Management LLP | 14 | $2.69K | 0.00% | +14 | New |
| Bay Harbor Wealth Management, LLC | 15 | $2.86K | 0.00% | +1+7.1% | Added |
| Valued Wealth Advisors LLC | 17 | $3.25K | 0.00% | +12+240.0% | Added |
| AdvisorNet Financial, Inc | 18 | $3.44K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 20 | $3.82K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 28 | $5.35K | 0.00% | +1+3.7% | Added |
| Bare Financial Services, Inc | 30 | $5.73K | 0.00% | −3−9.1% | Reduced |
| Solstein Capital, LLC | 30 | $5.73K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 30 | $5.73K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 31 | $5.92K | 0.00% | −2−6.1% | Reduced |
| ZRC Wealth Management, LLC | 35 | $6.68K | 0.00% | +16+84.2% | Added |
| Greykasell Wealth Strategies, Inc. | 40 | $7.64K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 40 | $7.64K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 40 | $7.67K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 44 | $8.40K | 0.00% | −96−68.6% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 44 | $8.40K | 0.00% | +44 | New |
| SJS Investment Consulting Inc. | 45 | $8.59K | 0.00% | +20+80.0% | Added |
| Farmers & Merchants Investments Inc | 46 | $8.78K | 0.00% | −4−8.0% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 50 | $9.55K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 50 | $9.55K | 0.00% | 00.0% | Unchanged |
| Montgomery Financial Services LLC | 50 | $9.55K | 0.01% | +50 | New |
| SHP Wealth Management | 52 | $9.93K | 0.00% | +1+2.0% | Added |
| Highline Wealth Partners LLC | 57 | $10.9K | 0.00% | +15+35.7% | Added |
| GW&K Investment Management, LLC | 60 | $11.0K | 0.00% | +60 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 60 | $11.5K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 60 | $11.5K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 67 | $12.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 70 | $13.4K | 0.00% | −160−69.6% | Reduced |
| Private Wealth Management Group, LLC | 70 | $13.4K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 72 | $13.7K | 0.00% | +2+2.9% | Added |
| Anchor Investment Management, LLC | 75 | $14.3K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 77 | $14.7K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 80 | $15.3K | 0.00% | −70−46.7% | Reduced |
| CX Institutional | 84 | $16.0K | 0.00% | +84 | New |
| Eurizon Capital SGR S.p.A. | 89 | $17.1K | 0.00% | −1,400−94.0% | Reduced |
| JFS Wealth Advisors, LLC | 91 | $17.4K | 0.00% | +2+2.2% | Added |
| CVA Family Office, LLC | 92 | $17.6K | 0.00% | −4−4.2% | Reduced |
| Owl Creek Wealth Partners LLC | 95 | $18.1K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 96 | $18.3K | 0.00% | +10+11.6% | Added |
| Contravisory Investment Management, Inc. | 97 | $18.5K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 100 | $19.1K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 110 | $21.0K | 0.00% | −6−5.2% | Reduced |
| Action Point Financial Planning, LLC | 113 | $21.4K | 0.00% | +113 | New |
| Basecamp Wealth Advisors LLC | 112 | $21.4K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 120 | $22.9K | 0.00% | −150−55.6% | Reduced |
| Bangor Savings Bank | 120 | $22.9K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 120 | $22.9K | 0.00% | +120 | New |
| Steigerwald, Gordon & Koch Inc. | 120 | $22.9K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 122 | $23.3K | 0.01% | +122 | New |
| Pinnacle Wealth Planning Services, Inc. | 130 | $24.8K | 0.00% | +1+0.8% | Added |
| Golden State Equity Partners | 131 | $25.0K | 0.07% | −32−19.6% | Reduced |
| Private Trust Co NA | 134 | $25.6K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 143 | $27.3K | 0.01% | +143 | New |
| Cary Street Partner Investment Advisory LLC | 160 | $30.5K | 0.01% | −29−15.3% | Reduced |
| Community Bank, N.A. | 176 | $33.6K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 174 | $34.0K | 0.02% | −394−69.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 180 | $34.4K | 0.00% | −50−21.7% | Reduced |
| Financial Perspectives, Inc | 183 | $35.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 189 | $36.2K | 0.00% | −866−82.1% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 200 | $38.2K | 0.02% | 00.0% | Unchanged |