| Rakuten Securities, Inc. | 1 | $42 | 0.00% | −121−99.2% | Reduced |
| Activest Wealth Management | 1 | $42 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $42 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 2 | $84 | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 2 | $100 | 0.00% | +2 | New |
| Private Wealth Management Group, LLC | 3 | $126 | 0.00% | +3 | New |
| Old Second National Bank of Aurora | 9 | $377 | 0.00% | +9 | New |
| Tompkins Financial Corp | 10 | $419 | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 10 | $419 | 0.00% | +10 | New |
| Global Financial Private Client, LLC | 11 | $461 | 0.00% | +11 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 17 | $712 | 0.00% | +17 | New |
| AdvisorNet Financial, Inc | 22 | $936 | 0.00% | +8+57.1% | Added |
| PayPay Securities Corp | 23 | $963 | 0.04% | +10+76.9% | Added |
| Capital Advisors, Ltd. LLC | 20 | $1.00K | 0.00% | −50−71.4% | Reduced |
| GWM Advisors LLC | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 26 | $1.09K | 0.00% | −1,374−98.1% | Reduced |
| True Wealth Design, LLC | 26 | $1.09K | 0.00% | +4+18.2% | Added |
| Versant Capital Management, Inc | 28 | $1.17K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 30 | $1.26K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 33 | $1.38K | 0.00% | +33 | New |
| SJS Investment Consulting Inc. | 34 | $1.42K | 0.00% | 00.0% | Unchanged |
| Twin Tree Management, LP | 36 | $1.51K | 0.00% | +36 | New |
| CVA Family Office, LLC | 38 | $1.59K | 0.00% | +38 | New |
| Bellwether Advisors, LLC | 39 | $1.63K | 0.00% | +39 | New |
| Lee Danner & Bass Inc | 40 | $1.68K | 0.00% | +40 | New |
| DiNuzzo Private Wealth, Inc. | 41 | $1.72K | 0.00% | −2−4.7% | Reduced |
| CBIZ Investment Advisory Services, LLC | 43 | $1.80K | 0.00% | +43 | New |
| Red Tortoise LLC | 46 | $1.93K | 0.00% | +46 | New |
| Avion Wealth | 51 | $2.00K | 0.00% | −11−17.7% | Reduced |
| MCF Advisors LLC | 50 | $2.09K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 54 | $2.24K | 0.00% | +11+25.6% | Added |
| New Millennium Group LLC | 56 | $2.36K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 58 | $2.41K | 0.00% | +1+1.8% | Added |
| Murphy & Mullick Capital Management Corp | 60 | $2.51K | 0.00% | +60 | New |
| Raffa Wealth Management, LLC | 62 | $2.60K | 0.00% | +37+148.0% | Added |
| Richard W. Paul & Associates, LLC | 65 | $2.72K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 69 | $2.89K | 0.00% | +53+331.3% | Added |
| Zions Bancorporation, N.A. | 71 | $2.97K | 0.00% | +23+47.9% | Added |
| Whipplewood Advisors, LLC | 73 | $3.06K | 0.00% | +73 | New |
| DT Investment Partners, LLC | 75 | $3.14K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 75 | $3.14K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 80 | $3.35K | 0.00% | +80 | New |
| MV Capital Management, Inc. | 88 | $3.69K | 0.00% | −49−35.8% | Reduced |
| Prestige Wealth Management Group LLC | 88 | $3.69K | 0.00% | +5+6.0% | Added |
| GW&K Investment Management, LLC | 94 | $4.00K | 0.00% | +2+2.2% | Added |
| Hemington Wealth Management | 107 | $4.00K | 0.00% | −12−10.1% | Reduced |
| Roble, Belko & Company, Inc | 86 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 100 | $4.00K | 0.00% | +100 | New |
| AlphaMark Advisors, LLC | 100 | $4.00K | 0.00% | +100 | New |
| Central Trust Co | 100 | $4.19K | 0.00% | −27−21.3% | Reduced |
| Delta Asset Management LLC | 100 | $4.19K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 100 | $4.19K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 100 | $4.19K | 0.00% | +100 | New |
| First Command Advisory Services, Inc. | 108 | $4.52K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 122 | $5.11K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 123 | $5.15K | 0.00% | +1+0.8% | Added |
| Cherry Tree Wealth Management, LLC | 134 | $5.61K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 137 | $5.74K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 150 | $6.28K | 0.00% | −33−18.0% | Reduced |
| GHP Investment Advisors, Inc. | 156 | $6.54K | 0.00% | −173−52.6% | Reduced |
| Creekmur Asset Management LLC | 159 | $6.66K | 0.00% | −75−32.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 184 | $7.71K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 184 | $7.71K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 187 | $7.83K | 0.00% | +46+32.6% | Added |
| Blue Bell Private Wealth Management, LLC | 193 | $8.08K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 193 | $8.08K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 199 | $8.34K | 0.00% | +22+12.4% | Added |
| Godsey & Gibb Associates | 200 | $8.38K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 200 | $8.38K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 200 | $8.38K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 200 | $8.38K | 0.00% | +200 | New |
| Flagship Wealth Advisors, LLC | 200 | $8.38K | 0.00% | +200 | New |
| Kohmann Bosshard Financial Services, LLC | 204 | $8.54K | 0.00% | +204 | New |
| City State Bank | 215 | $9.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 225 | $9.42K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 225 | $9.42K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 240 | $10.1K | 0.01% | +240 | New |
| Centennial Bank | 250 | $10.5K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 259 | $10.8K | 0.01% | +36+16.1% | Added |
| Pacifica Partners Inc. | 260 | $10.9K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 257 | $11.0K | 0.01% | +1+0.4% | Added |
| Gables Capital Management Inc. | 268 | $11.2K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 271 | $11.3K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 283 | $11.9K | 0.00% | +29+11.4% | Added |
| TD Private Client Wealth LLC | 287 | $12.0K | 0.00% | −68−19.2% | Reduced |
| Transce3nd, LLC | 297 | $12.4K | 0.00% | +297 | New |
| Kimelman & Baird, LLC | 300 | $12.6K | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 300 | $12.6K | 0.01% | +300 | New |
| Coston, McIsaac & Partners | 332 | $13.0K | 0.00% | +2+0.6% | Added |
| TSFG, LLC | 300 | $13.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 317 | $13.3K | 0.00% | +16+5.3% | Added |
| Skopos Labs, Inc. | 326 | $13.7K | 0.00% | +263+417.5% | Added |
| Caitong International Asset Management Co., Ltd | 333 | $13.9K | 0.01% | +333 | New |
| Cromwell Holdings LLC | 338 | $14.2K | 0.01% | −91−21.2% | Reduced |
| Barrett & Company, Inc. | 340 | $14.2K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 345 | $14.4K | 0.00% | −127−26.9% | Reduced |
| WealthCollab, LLC | 352 | $14.7K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 355 | $14.9K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 396 | $16.4K | 0.00% | −90−18.5% | Reduced |
| Olistico Wealth, LLC | 400 | $16.8K | 0.01% | 00.0% | Unchanged |