| Penserra Capital Management LLC | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 20 | $0 | 0.00% | −10−33.3% | Reduced |
| Frazier Financial Advisors, LLC | 0 | $6 | 0.00% | 0 | Unchanged |
| WestEnd Advisors, LLC | 2 | $98 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 7 | $342 | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 10 | $489 | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 13 | $636 | 0.06% | −55−80.9% | Reduced |
| AdvisorNet Financial, Inc | 14 | $696 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 16 | $783 | 0.00% | −70−81.4% | Reduced |
| Baldwin Brothers Inc | 20 | $978 | 0.00% | +20 | New |
| True Wealth Design, LLC | 22 | $1.08K | 0.00% | +7+46.7% | Added |
| GWM Advisors LLC | 24 | $1.17K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 25 | $1.22K | 0.00% | −44−63.8% | Reduced |
| Versant Capital Management, Inc | 28 | $1.37K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 30 | $1.47K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 30 | $1.47K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 31 | $1.52K | 0.00% | +18+138.5% | Added |
| SJS Investment Consulting Inc. | 34 | $1.66K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 37 | $1.73K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 43 | $2.09K | 0.00% | +22+104.8% | Added |
| DiNuzzo Private Wealth, Inc. | 43 | $2.10K | 0.00% | +1+2.4% | Added |
| Valued Wealth Advisors LLC | 47 | $2.30K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 48 | $2.35K | 0.00% | −52−52.0% | Reduced |
| MCF Advisors LLC | 50 | $2.45K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 53 | $2.59K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 56 | $2.74K | 0.00% | +1+1.8% | Added |
| Glen Eagle Advisors, LLC | 57 | $2.79K | 0.00% | +30+111.1% | Added |
| Sachetta, LLC | 61 | $2.98K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 70 | $3.00K | 0.00% | −4−5.4% | Reduced |
| Avion Wealth | 62 | $3.00K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 63 | $3.08K | 0.00% | +63 | New |
| Northwest Financial Advisors | 65 | $3.16K | 0.00% | +65 | New |
| Richard W. Paul & Associates, LLC | 65 | $3.18K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 69 | $3.38K | 0.00% | +69 | New |
| DT Investment Partners, LLC | 75 | $3.67K | 0.00% | +75 | New |
| Pflug Koory, LLC | 75 | $3.67K | 0.00% | +75 | New |
| Roble, Belko & Company, Inc | 86 | $4.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 83 | $4.06K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 100 | $4.89K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 100 | $4.89K | 0.00% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 100 | $4.89K | 0.00% | +100 | New |
| GW&K Investment Management, LLC | 92 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 119 | $5.00K | 0.00% | +119 | New |
| First Command Advisory Services, Inc. | 108 | $5.28K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 109 | $5.33K | 0.00% | +109 | New |
| Venturi Wealth Management, LLC | 113 | $5.53K | 0.00% | +47+71.2% | Added |
| Fairman Group, LLC | 122 | $5.97K | 0.01% | +1+0.8% | Added |
| Hilltop National Bank | 122 | $5.97K | 0.00% | −35−22.3% | Reduced |
| Rakuten Securities, Inc. | 122 | $5.97K | 0.00% | +5+4.3% | Added |
| Central Trust Co | 127 | $6.21K | 0.00% | +4+3.3% | Added |
| Cherry Tree Wealth Management, LLC | 134 | $6.56K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 137 | $6.70K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 137 | $6.70K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 138 | $6.75K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 141 | $6.90K | 0.00% | +16+12.8% | Added |
| Gen-Wealth Partners Inc | 184 | $8.59K | 0.00% | −10−5.2% | Reduced |
| Bell Investment Advisors, Inc | 177 | $8.66K | 0.00% | −12−6.3% | Reduced |
| BBJS Financial Advisors, LLC | 178 | $8.71K | 0.00% | +1+0.6% | Added |
| Armstrong Advisory Group, Inc | 183 | $8.95K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 184 | $9.00K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 193 | $9.44K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 193 | $9.44K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 200 | $9.78K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 200 | $9.78K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 200 | $9.78K | 0.01% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 204 | $9.98K | 0.00% | +204 | New |
| City State Bank | 215 | $10.5K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 223 | $10.9K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 225 | $11.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 225 | $11.0K | 0.00% | +225 | New |
| Creekmur Asset Management LLC | 234 | $11.4K | 0.00% | −360−60.6% | Reduced |
| State of Wyoming | 235 | $11.5K | 0.00% | +235 | New |
| Centennial Bank | 250 | $12.2K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 253 | $12.4K | 0.00% | +3+1.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 254 | $12.4K | 0.00% | +51+25.1% | Added |
| Colonial Trust Co | 256 | $12.5K | 0.00% | +2+0.8% | Added |
| Pacifica Partners Inc. | 260 | $12.7K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 262 | $12.8K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 256 | $13.0K | 0.01% | −6−2.3% | Reduced |
| Gables Capital Management Inc. | 268 | $13.1K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 271 | $13.3K | 0.00% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 282 | $13.8K | 0.00% | +282 | New |
| Crewe Advisors LLC | 291 | $14.2K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 300 | $14.7K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 301 | $14.7K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 300 | $15.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 319 | $15.6K | 0.00% | +68+27.1% | Added |
| Umb Bank N A | 322 | $15.8K | 0.00% | +20+6.6% | Added |
| Coston, McIsaac & Partners | 330 | $16.0K | 0.00% | +2+0.6% | Added |
| GHP Investment Advisors, Inc. | 329 | $16.1K | 0.00% | +226+219.4% | Added |
| Barrett & Company, Inc. | 340 | $16.6K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 352 | $17.2K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 355 | $17.4K | 0.00% | +6+1.7% | Added |
| SRS Capital Advisors, Inc. | 355 | $17.4K | 0.00% | +18+5.3% | Added |
| Acadian Asset Management LLC | 385 | $18.0K | 0.00% | −8,800−95.8% | Reduced |
| Hanson & Doremus Investment Management | 394 | $19.0K | 0.00% | +394 | New |
| Community Bank, N.A. | 400 | $19.6K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 400 | $19.6K | 0.01% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 400 | $19.6K | 0.01% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 400 | $19.6K | 0.01% | 00.0% | Unchanged |