| Financial Management Professionals, Inc. | 2 | $0 | 0.00% | +2 | New |
| Gradient Investments LLC | 1 | $146 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $146 | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 1 | $146 | 0.00% | +1 | New |
| Valued Wealth Advisors LLC | 2 | $292 | 0.00% | +1+100.0% | Added |
| Riggs Asset Managment Co. Inc. | 3 | $438 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 3 | $438 | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 3 | $438 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 4 | $584 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 4 | $584 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 5 | $606 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 7 | $929 | 0.00% | +7 | New |
| Beaird Harris Wealth Management, LLC | 7 | $986 | 0.00% | +1+16.7% | Added |
| Avion Wealth | 9 | $1.00K | 0.00% | +3+50.0% | Added |
| Capital Analysts, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Hexagon Capital Partners LLC | 7 | $1.02K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 7 | $1.02K | 0.00% | +2+40.0% | Added |
| Global Retirement Partners, LLC | 9 | $1.31K | 0.00% | −2−18.2% | Reduced |
| JFS Wealth Advisors, LLC | 9 | $1.31K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 9 | $1.31K | 0.00% | +9 | New |
| Horizon Investments, LLC | 10 | $1.46K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 10 | $1.46K | 0.00% | +10 | New |
| Atticus Wealth Management, LLC | 10 | $1.46K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 11 | $1.61K | 0.00% | +1+10.0% | Added |
| Redwood Wealth Management Group, LLC | 13 | $1.90K | 0.00% | +13 | New |
| Abich Financial Wealth Management LLC | 14 | $2.04K | 0.00% | +14 | New |
| First Horizon Advisors, Inc. | 15 | $2.19K | 0.00% | +6+66.7% | Added |
| WR Wealth Planners, LLC | 15 | $2.19K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 15 | $2.19K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 16 | $2.33K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 18 | $2.63K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 19 | $2.77K | 0.00% | +2+11.8% | Added |
| Naples Money Management LLC | 19 | $2.81K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 20 | $2.92K | 0.00% | +20 | New |
| Farmers & Merchants Investments Inc | 25 | $3.65K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 27 | $3.94K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 28 | $4.09K | 0.00% | −131−82.4% | Reduced |
| Rothschild Investment LLC | 30 | $4.38K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 35 | $5.00K | 0.00% | +5+16.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 35 | $5.11K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 35 | $5.11K | 0.00% | +4+12.9% | Added |
| Sound Income Strategies, LLC | 40 | $5.84K | 0.00% | +40 | New |
| Financial Perspectives, Inc | 43 | $6.28K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 46 | $6.71K | 0.00% | +1+2.2% | Added |
| Global Wealth Strategies & Associates | 50 | $7.30K | 0.00% | +50 | New |
| Bessemer Group Inc | 57 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 55 | $8.03K | 0.01% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 56 | $8.17K | 0.00% | −10−15.2% | Reduced |
| Caitlin John, LLC | 56 | $8.17K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 62 | $9.00K | 0.00% | +3+5.1% | Added |
| Spire Wealth Management | 66 | $9.63K | 0.00% | +66 | New |
| Eagle Bay Advisors LLC | 67 | $9.78K | 0.01% | +2+3.1% | Added |
| GW&K Investment Management, LLC | 75 | $11.0K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 80 | $11.7K | 0.00% | −33−29.2% | Reduced |
| Continuum Advisory, LLC | 82 | $12.0K | 0.00% | +11+15.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 86 | $12.0K | 0.00% | −50−36.8% | Reduced |
| AdvisorNet Financial, Inc | 97 | $14.2K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 100 | $14.6K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 100 | $14.6K | 0.01% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 104 | $15.2K | 0.00% | +104 | New |
| Migdal Insurance & Financial Holdings Ltd. | 112 | $16.0K | 0.00% | +17+17.9% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 111 | $16.2K | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 122 | $17.8K | 0.01% | +122 | New |
| Prestige Wealth Management Group LLC | 124 | $18.1K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 125 | $18.2K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 127 | $18.5K | 0.00% | +50+64.9% | Added |
| Ashton Thomas Private Wealth, LLC | 129 | $18.8K | 0.00% | −4,113−97.0% | Reduced |
| SRS Capital Advisors, Inc. | 132 | $19.3K | 0.00% | +129+4,300.0% | Added |
| Massmutual Trust Co FSB | 133 | $19.4K | 0.00% | +11+9.0% | Added |
| Allworth Financial LP | 172 | $23.0K | 0.00% | +29+20.3% | Added |
| EverSource Wealth Advisors, LLC | 179 | $24.1K | 0.00% | +15+9.1% | Added |
| V-Square Quantitative Management LLC | 171 | $25.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 173 | $25.2K | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 181 | $26.4K | 0.00% | +181 | New |
| Harbour Investments, Inc. | 184 | $26.9K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 185 | $27.0K | 0.00% | +6+3.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 190 | $27.7K | 0.00% | +120+171.4% | Added |
| Nomura Asset Management Co Ltd | 200 | $29.2K | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 200 | $29.2K | 0.02% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 200 | $29.2K | 0.02% | +200 | New |
| Coppell Advisory Solutions LLC | 200 | $29.2K | 0.00% | +200 | New |
| Ci Investments Inc. | 217 | $32.0K | 0.00% | +102+88.7% | Added |
| GHP Investment Advisors, Inc. | 228 | $33.3K | 0.00% | +180+375.0% | Added |
| Smithfield Trust Co | 235 | $34.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 265 | $38.7K | 0.00% | −11−4.0% | Reduced |
| Catalyst Capital Advisors LLC | 275 | $40.1K | 0.00% | −11,972−97.8% | Reduced |
| LGT Financial Advisors LLC | 282 | $41.2K | 0.09% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 289 | $42.2K | 0.00% | +59+25.7% | Added |
| CIBC Private Wealth Group, LLC | 295 | $42.6K | 0.00% | +41+16.1% | Added |
| Parallel Advisors, LLC | 337 | $49.1K | 0.00% | +21+6.6% | Added |
| Mendota Financial Group, LLC | 399 | $58.2K | 0.03% | −204−33.8% | Reduced |
| Evergreen Private Wealth LLC | 400 | $58.4K | 0.03% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 422 | $61.6K | 0.03% | +422 | New |
| TSFG, LLC | 500 | $73.0K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 609 | $90.0K | 0.00% | +191+45.7% | Added |
| Signaturefd, LLC | 619 | $90.3K | 0.00% | +58+10.3% | Added |
| Central Trust Co | 662 | $96.6K | 0.00% | −45−6.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 668 | $99.0K | 0.00% | −26,169−97.5% | Reduced |
| Advisors Asset Management, Inc. | 698 | $101.9K | 0.00% | −16−2.2% | Reduced |
| Banque Cantonale Vaudoise | 775 | $113.0K | 0.00% | +43+5.9% | Added |
