| Silicon Valley Capital Partners | 0 | $10 | 0.00% | 0 | Unchanged |
| Gordian Capital Singapore Pte Ltd | 1 | $144 | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1 | $145 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1 | $146 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 1 | $161 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 2 | $290 | 0.00% | −1,266−99.8% | Reduced |
| Annapolis Financial Services, LLC | 3 | $434 | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 3 | $436 | 0.00% | +3 | New |
| WestEnd Advisors, LLC | 4 | $578 | 0.00% | +4 | New |
| Tfo-TDC, LLC | 3 | $589 | 0.00% | +3 | New |
| South State Corp. | 5 | $723 | 0.00% | −13−72.2% | Reduced |
| Legacy Financial Group LLC | 5 | $723 | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 6 | $868 | 0.00% | −3−33.3% | Reduced |
| ClariVest Asset Management LLC | 5 | $1.00K | 0.00% | +5 | New |
| North Star Investment Management Corp. | 8 | $1.16K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 12 | $1.38K | 0.00% | +12 | New |
| Stonebridge Capital Advisors LLC | 10 | $1.45K | 0.00% | −29−74.4% | Reduced |
| Archer Investment Corp | 10 | $1.45K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 11 | $1.59K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 12 | $1.74K | 0.00% | 00.0% | Unchanged |
| American National Bank | 13 | $1.88K | 0.00% | −33−71.7% | Reduced |
| Globeflex Capital L P | 13 | $1.88K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 11 | $2.00K | 0.00% | −10−47.6% | Reduced |
| Capital Analysts, LLC | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 14 | $2.00K | 0.00% | +14 | New |
| Colonial Trust Advisors | 16 | $2.31K | 0.00% | +4+33.3% | Added |
| PayPay Securities Corp | 8 | $2.34K | 0.11% | −3−27.3% | Reduced |
| Provenance Wealth Advisors, LLC | 17 | $2.46K | 0.00% | +17 | New |
| Wolff Wiese Magana LLC | 18 | $2.60K | 0.00% | −5−21.7% | Reduced |
| St Germain D J Co Inc | 20 | $2.89K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 20 | $2.89K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 20 | $2.89K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 20 | $2.89K | 0.00% | +20 | New |
| PFS Partners, LLC | 20 | $2.90K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 25 | $3.00K | 0.00% | −653−96.3% | Reduced |
| Hazlett, Burt & Watson, Inc. | 17 | $3.00K | 0.00% | +6+54.5% | Added |
| Caldwell Sutter Capital, Inc. | 21 | $3.04K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 22 | $3.17K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 23 | $3.32K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 23 | $3.33K | 0.00% | +17+283.3% | Added |
| Versant Capital Management, Inc | 24 | $3.47K | 0.00% | +20+500.0% | Added |
| Financial Perspectives, Inc | 24 | $3.50K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 18 | $3.54K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 25 | $3.61K | 0.00% | −449−94.7% | Reduced |
| RFP Financial Group LLC | 25 | $3.61K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 26 | $3.76K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 27 | $3.90K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 28 | $4.05K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 29 | $4.19K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 31 | $4.48K | 0.00% | +25+416.7% | Added |
| Financial Management Professionals, Inc. | 34 | $5.00K | 0.00% | −3−8.1% | Reduced |
| Tradition Wealth Management, LLC | 32 | $5.00K | 0.00% | +9+39.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 36 | $5.20K | 0.00% | +26+260.0% | Added |
| FinTrust Capital Advisors, LLC | 38 | $5.49K | 0.00% | −12−24.0% | Reduced |
| JJJ Advisors Inc. | 39 | $5.69K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 40 | $5.78K | 0.00% | −30−42.9% | Reduced |
| Intrepid Capital Management Inc | 40 | $5.78K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 43 | $6.22K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 45 | $6.50K | 0.00% | −152−77.2% | Reduced |
| VisionPoint Advisory Group, LLC | 45 | $6.53K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 46 | $6.65K | 0.00% | +11+31.4% | Added |
| Atlantic Trust, LLC | 47 | $6.79K | 0.00% | +47 | New |
| Northwest Capital Management Inc | 49 | $7.08K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 49 | $7.08K | 0.00% | +11+28.9% | Added |
| McIlrath & Eck, LLC | 50 | $7.23K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 50 | $7.23K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 54 | $7.81K | 0.00% | +20+58.8% | Added |
| Tyler-Stone Wealth Management | 55 | $8.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 60 | $8.00K | 0.00% | +60 | New |
| Impact Partnership Wealth, LLC | 61 | $8.82K | 0.00% | +4+7.0% | Added |
| Tucker Asset Management LLC | 61 | $8.82K | 0.00% | +2+3.4% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 63 | $9.11K | 0.00% | +63 | New |
| Cedar Mountain Advisors, LLC | 64 | $9.25K | 0.00% | +8+14.3% | Added |
| Pacific Center for Financial Services | 64 | $9.25K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 68 | $9.79K | 0.01% | +1+1.5% | Added |
| Live Oak Investment Partners | – | $9.83K | 0.01% | – | – |
| First Pacific Financial | 70 | $10.1K | 0.00% | +57+438.5% | Added |
| ZRC Wealth Management, LLC | 71 | $10.3K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 71 | $10.3K | 0.00% | +7+10.9% | Added |
| Abound Wealth Management | 72 | $10.4K | 0.00% | +11+18.0% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 9,500 | $10.8K | 0.31% | −8,330−46.7% | Reduced |
| Laurel Wealth Advisors LLC | 76 | $11.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 80 | $11.6K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 86 | $12.4K | 0.00% | +42+95.5% | Added |
| New Millennium Group LLC | 88 | $12.7K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 89 | $12.9K | 0.00% | −7−7.3% | Reduced |
| Country Trust Bank | 90 | $13.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 96 | $13.9K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 100 | $14.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 100 | $14.5K | 0.00% | −564−84.9% | Reduced |
| Chilton Capital Management LLC | 100 | $14.5K | 0.00% | −22−18.0% | Reduced |
| Community Bank, N.A. | 100 | $14.5K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 100 | $14.5K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 100 | $14.5K | 0.00% | 00.0% | Unchanged |
| Shay Capital LLC | 100 | $14.5K | 0.00% | +100 | New |
| Householder Group Estate & Retirement Specialist, LLC | 104 | $15.0K | 0.01% | +104 | New |
| Newbridge Financial Services Group, Inc. | 109 | $15.8K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 108 | $16.0K | 0.01% | +3+2.9% | Added |
| Key Financial Inc | 114 | $16.5K | 0.01% | 00.0% | Unchanged |