| PayPay Securities Corp | 1 | $383 | 0.03% | −10−90.9% | Reduced |
| WestEnd Advisors, LLC | 1 | $383 | 0.00% | +1 | New |
| Painted Porch Advisors LLC | 1 | $383 | 0.00% | +1 | New |
| Highline Wealth Partners LLC | 1 | $383 | 0.00% | +1 | New |
| St Germain D J Co Inc | 2 | $766 | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 2 | $1.00K | 0.00% | +2 | New |
| True Wealth Design, LLC | 3 | $1.15K | 0.00% | +1+50.0% | Added |
| Spectrum Wealth Counsel, LLC | 4 | $1.53K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 5 | $1.92K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 5 | $1.92K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 5 | $1.92K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 6 | $2.30K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 6 | $2.30K | 0.00% | +6 | New |
| 1620 Investment Advisors, Inc. | 6 | $2.30K | 0.00% | +6 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $2.30K | 0.00% | +1+20.0% | Added |
| Triad Wealth Partners, LLC | 7 | $2.68K | 0.00% | +7 | New |
| Olistico Wealth, LLC | 8 | $3.07K | 0.00% | +8 | New |
| FPC Investment Advisory, Inc. | 9 | $3.19K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 10 | $3.83K | 0.00% | −3−23.1% | Reduced |
| MB, Levis & Associates, LLC | 10 | $3.83K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 11 | $4.00K | 0.00% | +6+120.0% | Added |
| Cherry Tree Wealth Management, LLC | 11 | $4.22K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 12 | $4.60K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 12 | $4.60K | 0.00% | +12 | New |
| PFS Partners, LLC | 12 | $4.60K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 12 | $4.60K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 13 | $4.98K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 14 | $5.37K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 14 | $5.37K | 0.00% | +4+40.0% | Added |
| REAP Financial Group, LLC | 15 | $5.75K | 0.00% | −5−25.0% | Reduced |
| TSFG, LLC | 15 | $6.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 18 | $6.90K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 19 | $7.00K | 0.00% | −46−70.8% | Reduced |
| Sawyer & Company, Inc | 18 | $7.00K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 20 | $7.66K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 22 | $8.00K | 0.00% | −90−80.4% | Reduced |
| Ogorek Anthony Joseph | 22 | $8.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 21 | $8.00K | 0.00% | −2−8.7% | Reduced |
| Wetzel Investment Advisors, Inc. | 25 | $8.02K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 23 | $8.81K | 0.01% | +23 | New |
| Chris Bulman Inc | 23 | $8.81K | 0.01% | +23 | New |
| Kayne Anderson Rudnick Investment Management LLC | 23 | $9.05K | 0.00% | +1+4.5% | Added |
| Cornerstone Planning Group LLC | 41 | $9.11K | 0.00% | +12+41.4% | Added |
| Davidson Capital Management Inc. | 25 | $9.58K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 25 | $9.58K | 0.00% | +7+38.9% | Added |
| Aspect Partners, LLC | 25 | $9.58K | 0.01% | +25 | New |
| Voisard Asset Management Group, Inc. | 25 | $9.58K | 0.00% | +25 | New |
| Lynx Investment Advisory | 25 | $9.58K | 0.01% | +25 | New |
| Moser Wealth Advisors, LLC | 26 | $9.96K | 0.01% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 28 | $10.7K | 0.00% | +28 | New |
| Capital Analysts, LLC | 28 | $11.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 29 | $11.1K | 0.00% | −12−29.3% | Reduced |
| Clear Street Markets LLC | 31 | $12.0K | 0.00% | +31 | New |
| Gould Capital, LLC | 33 | $12.6K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 33 | $12.6K | 0.00% | +33 | New |
| Proffitt & Goodson Inc | 34 | $13.0K | 0.00% | +34 | New |
| HighMark Wealth Management LLC | 35 | $13.4K | 0.01% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 35 | $13.4K | 0.01% | +16+84.2% | Added |
| Private Ocean, LLC | 35 | $13.4K | 0.00% | +35 | New |
| West Paces Advisors Inc. | 35 | $13.4K | 0.00% | +35 | New |
| Naples Money Management LLC | 35 | $13.7K | 0.01% | +35 | New |
| PSI Advisors, LLC | 38 | $14.6K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 64 | $15.0K | 0.01% | +16+33.3% | Added |
| Providence Capital Advisors, LLC | 40 | $15.3K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 40 | $15.3K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 40 | $15.3K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 42 | $16.1K | 0.00% | +12+40.0% | Added |
| Stone House Investment Management, LLC | 45 | $17.2K | 0.00% | +11+32.4% | Added |
| Sound Income Strategies, LLC | 49 | $18.8K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 50 | $19.2K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 50 | $19.2K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 50 | $19.2K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 50 | $19.2K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 50 | $19.2K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 55 | $21.1K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 58 | $22.2K | 0.00% | +2+3.6% | Added |
| Islay Capital Management, LLC | 60 | $23.0K | 0.02% | +60 | New |
| Your Advocates Ltd., LLP | 60 | $23.0K | 0.01% | +60 | New |
| Cultivar Capital, Inc. | 60 | $23.0K | 0.02% | +60 | New |
| Frazier Financial Advisors, LLC | 60 | $23.0K | 0.02% | +60 | New |
| Strategic Investment Solutions, Inc. | 100 | $23.2K | 0.01% | +100 | New |
| Valley National Advisers Inc | 63 | $24.0K | 0.00% | +8+14.5% | Added |
| GW&K Investment Management, LLC | 63 | $24.0K | 0.00% | +52+472.7% | Added |
| Abich Financial Wealth Management LLC | 64 | $24.5K | 0.02% | +64 | New |
| Carmichael Hill & Associates, Inc. | 65 | $24.9K | 0.01% | +5+8.3% | Added |
| Cohen & Steers, Inc. | 65 | $25.0K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 66 | $25.6K | 0.01% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 75 | $28.7K | 0.00% | −56,545−99.9% | Reduced |
| Front Row Advisors LLC | 75 | $28.7K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 75 | $28.7K | 0.01% | 00.0% | Unchanged |
| Family Firm, Inc. | 78 | $29.9K | 0.01% | +78 | New |
| Unique Wealth Strategies, LLC | 94 | $30.1K | 0.01% | +94 | New |
| ICA Group Wealth Management, LLC | 85 | $32.6K | 0.02% | −902−91.4% | Reduced |
| Itau Unibanco Holding S.A. | 86 | $33.0K | 0.00% | +86 | New |
| Bullock Wealth Management Group | 85 | $33.3K | 0.02% | +85 | New |