| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | −18−90.0% | Reduced |
| Avion Wealth | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 8 | $0 | 0.00% | +8 | New |
| Bogart Wealth, LLC | 0 | $14 | 0.00% | −41−100.0% | Reduced |
| WestEnd Advisors, LLC | 1 | $218 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $218 | 0.00% | +1 | New |
| Accurate Wealth Management, LLC | 1 | $234 | 0.00% | +1 | New |
| Sofos Investments, Inc. | 218 | $328 | 0.00% | −373−63.1% | Reduced |
| Ten Capital Wealth Advisors, LLC | 2 | $436 | 0.00% | −25−92.6% | Reduced |
| Stonebridge Capital Advisors LLC | 3 | $654 | 0.00% | −31−91.2% | Reduced |
| Raffa Wealth Management, LLC | 3 | $654 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 3 | $654 | 0.00% | +3 | New |
| Column Capital Advisors, LLC | 3 | $654 | 0.00% | +3 | New |
| Trifecta Capital Advisors, LLC | 3 | $654 | 0.00% | +3 | New |
| Romano Brothers and Company | 4 | $872 | 0.00% | +4 | New |
| Valley National Advisers Inc | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 6 | $1.31K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 6 | $1.31K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 6 | $1.31K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $1.31K | 0.00% | +3+100.0% | Added |
| Lee Financial Co | 7 | $1.52K | 0.00% | −2−22.2% | Reduced |
| TCI Wealth Advisors, Inc. | 7 | $1.52K | 0.00% | +2+40.0% | Added |
| MV Capital Management, Inc. | 7 | $1.52K | 0.00% | +1+16.7% | Added |
| Plante Moran Financial Advisors, LLC | 8 | $1.74K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 8 | $1.74K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 8 | $1.74K | 0.00% | +3+60.0% | Added |
| Red Tortoise LLC | 9 | $1.96K | 0.00% | +9 | New |
| Sageworth Trust Co | 7 | $2.00K | 0.00% | +7 | New |
| Fiduciary Alliance LLC | 10 | $2.18K | 0.00% | +10 | New |
| Larson Financial Group LLC | 11 | $2.40K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 11 | $2.40K | 0.00% | +8+266.7% | Added |
| Dark Forest Capital Management LP | 12 | $2.62K | 0.00% | +12 | New |
| Davidson Capital Management Inc. | 13 | $2.83K | 0.00% | −51−79.7% | Reduced |
| Versant Capital Management, Inc | 14 | $3.05K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 14 | $3.05K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 16 | $3.49K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 17 | $3.70K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 18 | $4.00K | 0.01% | +18 | New |
| Carmichael Hill & Associates, Inc. | 19 | $4.14K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 19 | $4.14K | 0.00% | 00.0% | Unchanged |
| Ranger Investment Management, L.P. | 20 | $4.36K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 20 | $4.36K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 23 | $5.01K | 0.00% | +3+15.0% | Added |
| Money Concepts Capital Corp | 26 | $5.67K | 0.00% | +4+18.2% | Added |
| McIlrath & Eck, LLC | 28 | $6.10K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 29 | $6.32K | 0.00% | +29 | New |
| CoreCap Advisors, LLC | 29 | $6.32K | 0.00% | +29 | New |
| My Personal CFO, LLC | 29 | $6.32K | 0.01% | +29 | New |
| Johnson Financial Group, Inc. | 30 | $6.54K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 31 | $6.75K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 31 | $6.75K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 37 | $8.06K | 0.00% | +37 | New |
| Farther Finance Advisors, LLC | 37 | $8.06K | 0.00% | +37 | New |
| Ellevest, Inc. | 44 | $9.59K | 0.00% | −53−54.6% | Reduced |
| Private Trust Co NA | 45 | $10.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 46 | $10.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 48 | $10.5K | 0.00% | −18−27.3% | Reduced |
| Colonial Trust Advisors | 50 | $10.9K | 0.00% | +50 | New |
| Bell Investment Advisors, Inc | 51 | $11.1K | 0.00% | +10+24.4% | Added |
| Colonial Trust Co | 51 | $11.4K | 0.00% | +51 | New |
| Ruedi Wealth Management, Inc. | 53 | $11.5K | 0.01% | +53 | New |
| Geneos Wealth Management Inc. | 59 | $12.9K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 65 | $14.2K | 0.00% | +14+27.5% | Added |
| CarsonAllaria Wealth Management, Ltd. | 71 | $15.0K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 67 | $15.0K | 0.00% | +41+157.7% | Added |
| Tradition Wealth Management, LLC | 73 | $16.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 80 | $17.4K | 0.00% | −41−33.9% | Reduced |
| Clearstead Advisors, LLC | 87 | $19.0K | 0.00% | +10+13.0% | Added |
| Covestor Ltd | 88 | $19.0K | 0.02% | +7+8.6% | Added |
| Asset Dedication, LLC | 88 | $19.0K | 0.00% | +88 | New |
| China Universal Asset Management Co., Ltd. | 89 | $19.4K | 0.01% | −11,677−99.2% | Reduced |
| Cornerstone Planning Group LLC | 85 | $19.9K | 0.01% | +85 | New |
| Centerpoint Advisors, LLC | 90 | $20.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 98 | $21.4K | 0.00% | −5−4.9% | Reduced |
| CVA Family Office, LLC | 98 | $21.4K | 0.01% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 100 | $21.8K | 0.00% | −72−41.9% | Reduced |
| Harbor Investment Advisory, LLC | 100 | $21.8K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 103 | $22.4K | 0.00% | +103 | New |
| TSFG, LLC | 106 | $23.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 112 | $24.4K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 130 | $28.3K | 0.00% | −987−88.4% | Reduced |
| Washington Trust Advisors, Inc. | 130 | $28.3K | 0.00% | −211−61.9% | Reduced |
| Pinnacle Financial Partners Inc | 130 | $28.3K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 133 | $29.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 135 | $29.4K | 0.00% | −23−14.6% | Reduced |
| Salem Investment Counselors Inc | 145 | $31.6K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 146 | $32.0K | 0.00% | +12+9.0% | Added |
| Concord Wealth Partners | 150 | $32.7K | 0.01% | +150 | New |
| Institutional & Family Asset Management, LLC | 160 | $34.9K | 0.01% | +7+4.6% | Added |
| Allworth Financial LP | 168 | $36.6K | 0.00% | +63+60.0% | Added |
| Paradigm Asset Management Co LLC | 176 | $38.4K | 0.01% | −2,600−93.7% | Reduced |
| Pacer Advisors, Inc. | 181 | $39.4K | 0.00% | −43,458−99.6% | Reduced |
| Front Row Advisors LLC | 184 | $40.0K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 186 | $40.5K | 0.00% | −17−8.4% | Reduced |
| Gradient Investments LLC | 189 | $41.2K | 0.00% | +186+6,200.0% | Added |
| Quent Capital, LLC | 198 | $43.1K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 202 | $44.0K | 0.00% | +13+6.9% | Added |
| JFS Wealth Advisors, LLC | 205 | $44.7K | 0.00% | +7+3.5% | Added |