| FNY Investment Advisers, LLC | 14 | $0 | 0.00% | −119−89.5% | Reduced |
| Avion Wealth | 21 | $0 | 0.00% | −42−66.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 1 | $23 | 0.00% | −823−99.9% | Reduced |
| Hurley Capital, LLC | 5 | $118 | 0.00% | +5 | New |
| NVWM, LLC | 10 | $237 | 0.00% | −25−71.4% | Reduced |
| Davis Capital Management | 10 | $237 | 0.00% | +10 | New |
| Whittier Trust Co of Nevada Inc | 11 | $256 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 11 | $264 | 0.00% | +11 | New |
| Tortoise Investment Management, LLC | 12 | $284 | 0.00% | −12−50.0% | Reduced |
| Clark Wealth Partners | 11 | $290 | 0.00% | −26−70.3% | Reduced |
| ZRC Wealth Management, LLC | 13 | $308 | 0.00% | +13 | New |
| Kilter Group LLC | 15 | $355 | 0.00% | −84−84.8% | Reduced |
| Aventura Private Wealth, LLC | 15 | $355 | 0.00% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 16 | $378 | 0.00% | +16 | New |
| DecisionPoint Financial, LLC | 16 | $384 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 16 | $389 | 0.00% | −10−38.5% | Reduced |
| Rakuten Securities, Inc. | 18 | $426 | 0.00% | +2+12.5% | Added |
| Palisade Asset Management, LLC | 19 | $450 | 0.00% | +19 | New |
| HFM Investment Advisors, LLC | 29 | $686 | 0.00% | −5−14.7% | Reduced |
| Activest Wealth Management | 34 | $804 | 0.00% | +8+30.8% | Added |
| Binnacle Investments Inc | 35 | $828 | 0.00% | −12−25.5% | Reduced |
| Raffa Wealth Management, LLC | 36 | $851 | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 39 | $929 | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 40 | $946 | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 41 | $970 | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 50 | $1.00K | 0.00% | −50−50.0% | Reduced |
| Valley National Advisers Inc | 73 | $1.00K | 0.00% | +5+7.4% | Added |
| Stone House Investment Management, LLC | 43 | $1.01K | 0.00% | +42+4,200.0% | Added |
| Salomon & Ludwin, LLC | 45 | $1.05K | 0.00% | +45 | New |
| Principia Wealth Advisory, LLC | 45 | $1.06K | 0.00% | +17+60.7% | Added |
| Copeland Capital Management, LLC | 47 | $1.11K | 0.00% | −46−49.5% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 49 | $1.16K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 50 | $1.18K | 0.00% | +8+19.0% | Added |
| JNBA Financial Advisors | 54 | $1.28K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 54 | $1.28K | 0.00% | +35+184.2% | Added |
| Rise Advisors, LLC | 56 | $1.33K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 58 | $1.37K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 64 | $1.51K | 0.00% | +64 | New |
| Strategic Advocates LLC | 68 | $1.61K | 0.00% | +68 | New |
| HM Payson & Co | 70 | $1.66K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 79 | $1.87K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 90 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 99 | $2.00K | 0.00% | +99 | New |
| WPG Advisers, LLC | 87 | $2.06K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 88 | $2.09K | 0.00% | +31+54.4% | Added |
| Abound Wealth Management | 88 | $2.09K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 87 | $2.13K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 92 | $2.18K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 92 | $2.18K | 0.00% | +92 | New |
| Newbridge Financial Services Group, Inc. | 100 | $2.37K | 0.00% | −100−50.0% | Reduced |
| Toth Financial Advisory Corp | 100 | $2.37K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 100 | $2.37K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 103 | $2.43K | 0.00% | +1+1.0% | Added |
| Vermillion & White Wealth Management Group, LLC | 104 | $2.46K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 107 | $2.53K | 0.00% | +87+435.0% | Added |
| Financial Network Wealth Advisors LLC | 108 | $2.55K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 116 | $2.74K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 117 | $2.77K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 120 | $2.84K | 0.00% | −426−78.0% | Reduced |
| Key Financial Inc | 120 | $2.88K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 124 | $2.94K | 0.00% | +124 | New |
| Retirement Wealth Solutions LLC | 130 | $3.08K | 0.00% | −12−8.5% | Reduced |
| Strategic Wealth Partners, Ltd. | 132 | $3.12K | 0.00% | +132 | New |
| Valued Wealth Advisors LLC | 159 | $3.75K | 0.00% | −35−18.0% | Reduced |
| Howard Hughes Medical Institute | 163 | $3.85K | 0.00% | +4+2.5% | Added |
| Tidemark, LLC | 164 | $3.88K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 167 | $3.95K | 0.00% | +56+50.5% | Added |
| Roble, Belko & Company, Inc | 154 | $4.00K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 174 | $4.12K | 0.00% | +174 | New |
| TD Waterhouse Canada Inc. | 190 | $4.55K | 0.00% | +140+280.0% | Added |
| JFS Wealth Advisors, LLC | 199 | $4.71K | 0.00% | −68−25.5% | Reduced |
| Blue Bell Private Wealth Management, LLC | 200 | $4.73K | 0.00% | −33−14.2% | Reduced |
| Vermillion Wealth Management, Inc. | 200 | $4.73K | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 200 | $4.73K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 203 | $4.80K | 0.02% | −74−26.7% | Reduced |
| Alerus Financial NA | 208 | $4.92K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 211 | $4.99K | 0.00% | +35+19.9% | Added |
| Anfield Capital Management, LLC | 215 | $5.08K | 0.00% | −6−2.7% | Reduced |
| Cape Investment Advisory, Inc. | 219 | $5.18K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 222 | $5.25K | 0.00% | −1,186−84.2% | Reduced |
| Golden State Wealth Management, LLC | 222 | $5.25K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 225 | $5.32K | 0.00% | +225 | New |
| CVA Family Office, LLC | 230 | $5.44K | 0.00% | −51−18.1% | Reduced |
| Cetera Trust Company, N.A | 232 | $5.49K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 257 | $6.08K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 260 | $6.15K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 274 | $6.47K | 0.00% | +274 | New |
| Cornerstone Planning Group LLC | 283 | $6.62K | 0.00% | +2+0.7% | Added |
| Creekmur Asset Management LLC | 282 | $6.67K | 0.00% | +2+0.7% | Added |
| Compass Financial Services Inc | 303 | $7.16K | 0.00% | +3+1.0% | Added |
| Boreal Capital Management LLC | 305 | $7.21K | 0.01% | +305 | New |
| Strategic Investment Solutions, Inc. | 307 | $7.26K | 0.00% | −289−48.5% | Reduced |
| Glen Eagle Advisors, LLC | 325 | $7.69K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 343 | $8.11K | 0.00% | +343 | New |
| HHM Wealth Advisors, LLC | 345 | $8.17K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 368 | $8.70K | 0.00% | +33+9.9% | Added |
| GW&K Investment Management, LLC | 374 | $9.00K | 0.00% | −48−11.4% | Reduced |
| Private Wealth Management Group, LLC | 381 | $9.01K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 384 | $9.08K | 0.00% | 00.0% | Unchanged |