| TFC Financial Management | 1 | $171 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $171 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $171 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $172 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 1 | $173 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 1 | $179 | 0.00% | −3−75.0% | Reduced |
| HFM Investment Advisors, LLC | 2 | $342 | 0.00% | −12−85.7% | Reduced |
| Quaker Wealth Management, LLC | 2 | $342 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 9 | $366 | 0.00% | −4−30.8% | Reduced |
| Rakuten Securities, Inc. | 3 | $513 | 0.00% | +3 | New |
| American Capital Advisory, LLC | 3 | $513 | 0.00% | +3 | New |
| Financial Management Professionals, Inc. | 4 | $684 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 4 | $684 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 5 | $855 | 0.00% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 6 | $1.03K | 0.00% | +2+50.0% | Added |
| Zions Bancorporation, National Association | 6 | $1.03K | 0.00% | +6 | New |
| SHP Wealth Management | 6 | $1.03K | 0.00% | +6 | New |
| Transamerica Financial Advisors, Inc. | 7 | $1.20K | 0.00% | −7−50.0% | Reduced |
| Cornerstone Financial Management LLC | 8 | $1.37K | 0.00% | +3+60.0% | Added |
| Rialto Wealth Management, LLC | 9 | $1.54K | 0.00% | +1+12.5% | Added |
| Caitong International Asset Management Co., Ltd | 9 | $1.54K | 0.00% | +9 | New |
| Cromwell Holdings LLC | 10 | $1.71K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 10 | $1.71K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 10 | $1.71K | 0.00% | +10 | New |
| Raffa Wealth Management, LLC | 11 | $1.88K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 11 | $1.88K | 0.00% | +2+22.2% | Added |
| Capital Advisors, Ltd. LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 12 | $2.05K | 0.00% | 00.0% | Unchanged |
| Bayban | 14 | $2.39K | 0.00% | +14 | New |
| Sound Income Strategies, LLC | 15 | $2.59K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 16 | $2.74K | 0.00% | +9+128.6% | Added |
| HM Payson & Co | 17 | $2.91K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 15 | $3.00K | 0.00% | −1,996−99.3% | Reduced |
| CX Institutional | 16 | $3.00K | 0.00% | +16 | New |
| Elequin Capital LP | 18 | $3.08K | 0.00% | +18 | New |
| Twin Peaks Wealth Advisors, LLC | 18 | $3.08K | 0.00% | +18 | New |
| JPL Wealth Management, LLC | 20 | $3.42K | 0.00% | +20 | New |
| Trust Co of Toledo NA | 21 | $3.59K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 21 | $3.59K | 0.00% | +21 | New |
| Sachetta, LLC | 23 | $3.93K | 0.00% | +3+15.0% | Added |
| Vermillion Wealth Management, Inc. | 25 | $4.28K | 0.00% | +25 | New |
| JDM Financial Group LLC | 25 | $4.28K | 0.00% | +25 | New |
| Westside Investment Management, Inc. | 28 | $4.79K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 29 | $4.96K | 0.00% | +17+141.7% | Added |
| Morse Asset Management, Inc | 30 | $5.13K | 0.00% | +30 | New |
| Strategic Wealth Partners, Ltd. | 35 | $5.99K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 36 | $6.16K | 0.00% | +36 | New |
| Salomon & Ludwin, LLC | 37 | $6.22K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 37 | $6.33K | 0.00% | −5−11.9% | Reduced |
| Spurstone Advisory Services, LLC | 40 | $6.84K | 0.12% | 00.0% | Unchanged |
| MidFirst Bank | 42 | $7.18K | 0.00% | −1,864−97.8% | Reduced |
| Farmers & Merchants Investments Inc | 43 | $7.35K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 47 | $8.04K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 50 | $8.64K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 52 | $8.89K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 55 | $9.40K | 0.00% | +52+1,733.3% | Added |
| Basecamp Wealth Advisors LLC | 60 | $10.3K | 0.00% | +8+15.4% | Added |
| Ares Financial Consulting, LLC | 61 | $10.5K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 65 | $11.1K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 66 | $11.3K | 0.00% | −6−8.3% | Reduced |
| WPG Advisers, LLC | 72 | $12.3K | 0.01% | −13−15.3% | Reduced |
| Activest Wealth Management | 76 | $13.0K | 0.00% | −14−15.6% | Reduced |
| Pacific Center for Financial Services | 79 | $13.5K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 80 | $13.7K | 0.00% | −11−12.1% | Reduced |
| Princeton Global Asset Management LLC | 87 | $14.9K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 89 | $15.2K | 0.01% | −350−79.7% | Reduced |
| Tompkins Financial Corp | 90 | $15.4K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 90 | $15.4K | 0.00% | +5+5.9% | Added |
| Massmutual Trust Co FSB | 92 | $15.7K | 0.00% | −38−29.2% | Reduced |
| True Wealth Design, LLC | 94 | $16.1K | 0.00% | +28+42.4% | Added |
| Anchor Investment Management, LLC | 95 | $16.2K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 96 | $16.4K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 101 | $17.3K | 0.00% | −46−31.3% | Reduced |
| SBI Securities Co., Ltd. | 101 | $17.3K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 124 | $21.2K | 0.00% | −108−46.6% | Reduced |
| Cedar Mountain Advisors, LLC | 124 | $21.2K | 0.00% | +124 | New |
| Golden State Wealth Management, LLC | 125 | $21.4K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 136 | $23.3K | 0.01% | +6+4.6% | Added |
| Cetera Trust Company, N.A | 138 | $23.6K | 0.01% | 00.0% | Unchanged |
| First Horizon Corp | 146 | $25.0K | 0.00% | +7+5.0% | Added |
| Measured Wealth Private Client Group, LLC | 187 | $32.0K | 0.01% | −40−17.6% | Reduced |
| Cornerstone Planning Group LLC | 188 | $32.9K | 0.00% | +16+9.3% | Added |
| GHP Investment Advisors, Inc. | 197 | $33.7K | 0.00% | +197 | New |
| Wealth Preservation Advisors, LLC | 198 | $33.9K | 0.03% | +198 | New |
| Motco | 200 | $34.2K | 0.00% | −85−29.8% | Reduced |
| Financial Consulate, Inc | 200 | $34.2K | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 181 | $34.4K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 202 | $34.5K | 0.00% | +1+0.5% | Added |
| Sunbelt Securities, Inc. | 228 | $38.9K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 230 | $39.3K | 0.00% | −80−25.8% | Reduced |
| Nomura Asset Management Co Ltd | 230 | $39.3K | 0.00% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 239 | $40.9K | 0.02% | −169−41.4% | Reduced |
| JFS Wealth Advisors, LLC | 243 | $41.6K | 0.00% | +2+0.8% | Added |
| Covestor Ltd | 299 | $51.0K | 0.04% | −327−52.2% | Reduced |
| First PREMIER Bank | 301 | $51.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 300 | $51.3K | 0.00% | +300 | New |
| Versant Capital Management, Inc | 317 | $54.2K | 0.01% | +74+30.5% | Added |
| Advisory Services Network, LLC | 323 | $55.2K | 0.00% | +323 | New |
| TD Private Client Wealth LLC | 335 | $57.3K | 0.00% | 00.0% | Unchanged |