| IFP Advisors, Inc | 1 | $86 | 0.00% | −1−50.0% | Reduced |
| Raffa Wealth Management, LLC | 1 | $86 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $86 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $86 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $88 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 2 | $172 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2 | $172 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 4 | $343 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 4 | $343 | 0.00% | +4 | New |
| Abound Wealth Management | 4 | $344 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 5 | $429 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 6 | $515 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 6 | $515 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 8 | $729 | 0.00% | −42−84.0% | Reduced |
| Montag A & Associates Inc | 9 | $747 | 0.00% | +9 | New |
| Cedar Mountain Advisors, LLC | 10 | $858 | 0.00% | +6+150.0% | Added |
| MBM Wealth Consultants, LLC | 10 | $858 | 0.00% | +10 | New |
| Bay Harbor Wealth Management, LLC | 11 | $943 | 0.00% | +4+57.1% | Added |
| Ankerstar Wealth, LLC | 11 | $944 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 11 | $944 | 0.00% | +6+120.0% | Added |
| Decker Retirement Planning Inc. | 12 | $1.03K | 0.00% | +12 | New |
| UMA Financial Services, Inc. | 12 | $1.03K | 0.00% | −4−25.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 12 | $1.03K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 13 | $1.12K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 14 | $1.20K | 0.00% | +4+40.0% | Added |
| AdvisorNet Financial, Inc | 16 | $1.37K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 18 | $1.54K | 0.00% | −148−89.2% | Reduced |
| Caitlin John, LLC | 18 | $1.54K | 0.00% | −10−35.7% | Reduced |
| Vermillion Wealth Management, Inc. | 21 | $1.80K | 0.00% | +6+40.0% | Added |
| High Note Wealth, LLC | 21 | $1.80K | 0.00% | +21 | New |
| Missouri Trust & Investment Co | 23 | $1.97K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 30 | $2.00K | 0.00% | +12+66.7% | Added |
| True Wealth Design, LLC | 24 | $2.06K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 25 | $2.15K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 26 | $2.23K | 0.00% | −1−3.7% | Reduced |
| Sittner & Nelson, LLC | 26 | $2.23K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 29 | $2.49K | 0.00% | +3+11.5% | Added |
| Farmers & Merchants Investments Inc | 30 | $2.57K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 33 | $2.83K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 35 | $3.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 38 | $3.26K | 0.00% | +38 | New |
| Zions Bancorporation, National Association | 39 | $3.35K | 0.00% | +39 | New |
| McIlrath & Eck, LLC | 40 | $3.43K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 40 | $3.43K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 40 | $3.43K | 0.00% | +40 | New |
| GHP Investment Advisors, Inc. | 40 | $3.43K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 46 | $3.58K | 0.00% | −29−38.7% | Reduced |
| Golden State Wealth Management, LLC | 45 | $3.86K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 50 | $4.29K | 0.00% | +50 | New |
| JFS Wealth Advisors, LLC | 56 | $4.80K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 61 | $5.23K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 89 | $7.63K | 0.00% | +23+34.8% | Added |
| Twin Peaks Wealth Advisors, LLC | 93 | $7.98K | 0.00% | +93 | New |
| National Bank of Canada | 97 | $8.30K | 0.00% | +9+10.2% | Added |
| Toth Financial Advisory Corp | 100 | $8.58K | 0.00% | −5,600−98.2% | Reduced |
| Godfrey Financial Associates, Inc. | 100 | $8.58K | 0.01% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 100 | $8.58K | 0.01% | +100 | New |
| Rothschild Investment LLC | 102 | $8.75K | 0.00% | +29+39.7% | Added |
| Bell Investment Advisors, Inc | 104 | $8.92K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 118 | $10.1K | 0.00% | +87+280.6% | Added |
| Sound Income Strategies, LLC | 126 | $11.0K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 140 | $12.0K | 0.00% | −204−59.3% | Reduced |
| Bare Financial Services, Inc | 149 | $12.8K | 0.00% | +61+69.3% | Added |
| CoreCap Advisors, LLC | 149 | $12.8K | 0.00% | +149 | New |
| Hollencrest Capital Management | 155 | $13.3K | 0.00% | −45−22.5% | Reduced |
| Root Financial Partners, LLC | 155 | $13.3K | 0.00% | +12+8.4% | Added |
| Larson Financial Group LLC | 162 | $13.9K | 0.00% | −148−47.7% | Reduced |
| Covestor Ltd | 160 | $14.0K | 0.01% | −130−44.8% | Reduced |
| Wall Street Access Asset Management, LLC | 500 | $14.3K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 194 | $16.6K | 0.00% | −7,339−97.4% | Reduced |
| Marquette Asset Management, LLC | 194 | $16.6K | 0.00% | +15+8.4% | Added |
| Fortitude Family Office, LLC | 196 | $16.8K | 0.00% | +64+48.5% | Added |
| Leonteq Securities AG | 201 | $17.2K | 0.00% | −1,661−89.2% | Reduced |
| ZRC Wealth Management, LLC | 224 | $19.2K | 0.01% | −225−50.1% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 245 | $21.0K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 247 | $21.2K | 0.00% | −94−27.6% | Reduced |
| Golden State Equity Partners | 258 | $22.1K | 0.00% | +258 | New |
| Los Angeles Capital Management LLC | 270 | $23.2K | 0.00% | −15,070−98.2% | Reduced |
| Parallel Advisors, LLC | 324 | $27.8K | 0.00% | +129+66.2% | Added |
| Eastern Bank | 339 | $29.1K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 355 | $30.5K | 0.00% | −44−11.0% | Reduced |
| Brown Brothers Harriman & Co | 373 | $32.0K | 0.00% | +373 | New |
| Banque Cantonale Vaudoise | 386 | $33.0K | 0.00% | +386 | New |
| Massmutual Trust Co FSB | 409 | $35.1K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 456 | $35.8K | 0.00% | +304+200.0% | Added |
| Optiver Holding B.V. | 419 | $35.9K | 0.00% | +383+1,063.9% | Added |
| Financial Perspectives, Inc | 420 | $36.0K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 443 | $38.0K | 0.02% | +443 | New |
| Kemnay Advisory Services Inc. | 465 | $39.9K | 0.01% | +250+116.3% | Added |
| Opal Wealth Advisors, LLC | 476 | $40.8K | 0.01% | +476 | New |
| Quadrant Capital Group LLC | 519 | $44.5K | 0.00% | +290+126.6% | Added |
| Huntington National Bank | 530 | $45.5K | 0.00% | −68−11.4% | Reduced |
| EverSource Wealth Advisors, LLC | 551 | $47.3K | 0.00% | +71+14.8% | Added |
| Gen-Wealth Partners Inc | 581 | $49.8K | 0.02% | −2,872−83.2% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 1,315 | $50.0K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 566 | $50.9K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 600 | $51.5K | 0.00% | −3−0.5% | Reduced |
| Signature Equity Partners, LLC | 710 | $60.9K | 0.03% | −377−34.7% | Reduced |
| Walleye Capital LLC | 731 | $62.7K | 0.00% | −22,318−96.8% | Reduced |
| Versant Capital Management, Inc | 744 | $63.8K | 0.01% | +3+0.4% | Added |
