| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $173 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $173 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 1 | $174 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 2 | $346 | 0.00% | −13−86.7% | Reduced |
| Principia Wealth Advisory, LLC | 2 | $346 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 3 | $518 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 4 | $691 | 0.00% | +1+33.3% | Added |
| Tortoise Investment Management, LLC | 4 | $691 | 0.00% | +2+100.0% | Added |
| Rialto Wealth Management, LLC | 4 | $692 | 0.00% | +1+33.3% | Added |
| Picton Mahoney Asset Management | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 6 | $1.00K | 0.00% | +6 | New |
| Cloud Capital Management, LLC | 6 | $1.00K | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 6 | $1.04K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 7 | $1.21K | 0.00% | −105−93.8% | Reduced |
| Salomon & Ludwin, LLC | 7 | $1.23K | 0.00% | +7 | New |
| Highline Wealth Partners LLC | 8 | $1.38K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 9 | $1.55K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 9 | $1.55K | 0.00% | +9 | New |
| Rossby Financial, LCC | 9 | $1.57K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 11 | $1.90K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $2.23K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 13 | $2.25K | 0.00% | −63−82.9% | Reduced |
| Beaird Harris Wealth Management, LLC | 14 | $2.42K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 14 | $2.42K | 0.00% | +6+75.0% | Added |
| Mather Group, LLC. | 16 | $2.76K | 0.00% | +16 | New |
| Wolff Wiese Magana LLC | 16 | $2.77K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 17 | $2.91K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 17 | $2.93K | 0.00% | +17 | New |
| Quest 10 Wealth Builders, Inc. | 17 | $2.94K | 0.00% | +17 | New |
| Bogart Wealth, LLC | 19 | $3.28K | 0.00% | +4+26.7% | Added |
| Fortitude Family Office, LLC | 21 | $3.63K | 0.00% | +2+10.5% | Added |
| Ancora Advisors, LLC | 22 | $3.80K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 22 | $3.80K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 25 | $4.32K | 0.00% | +25 | New |
| TD Private Client Wealth LLC | 30 | $5.18K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 30 | $5.18K | 0.00% | +30 | New |
| Scarborough Advisors, LLC | 31 | $5.36K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 32 | $5.53K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 35 | $6.05K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 38 | $6.57K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 39 | $6.74K | 0.00% | −1−2.5% | Reduced |
| Hillsdale Investment Management Inc. | 40 | $6.91K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 40 | $6.91K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 42 | $7.26K | 0.00% | −374−89.9% | Reduced |
| Golden State Wealth Management, LLC | 43 | $7.45K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 46 | $7.95K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 47 | $8.12K | 0.00% | +47 | New |
| Farmers & Merchants Investments Inc | 48 | $8.29K | 0.00% | +1+2.1% | Added |
| Cherry Tree Wealth Management, LLC | 60 | $10.4K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 62 | $10.7K | 0.00% | −5−7.5% | Reduced |
| Brown Brothers Harriman & Co | 62 | $10.7K | 0.00% | +62 | New |
| IFP Advisors, Inc | 64 | $11.1K | 0.00% | +61+2,033.3% | Added |
| Hemington Wealth Management | 73 | $12.0K | 0.00% | +4+5.8% | Added |
| Park Square Financial Group, LLC | 73 | $12.6K | 0.05% | −52−41.6% | Reduced |
| Harbor Investment Advisory, LLC | 86 | $14.9K | 0.00% | +86 | New |
| Zions Bancorporation, National Association | 87 | $15.0K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 91 | $15.7K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 92 | $15.9K | 0.00% | −9−8.9% | Reduced |
| Perritt Capital Management Inc | 100 | $17.3K | 0.01% | 00.0% | Unchanged |
| Strategic Advocates LLC | 102 | $17.6K | 0.00% | +102 | New |
| Cary Street Partners Financial LLC | 104 | $18.0K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 107 | $18.5K | 0.01% | +107 | New |
| Northwestern Mutual Wealth Management Co | 111 | $19.2K | 0.00% | +11+11.0% | Added |
| Parallel Advisors, LLC | 112 | $19.4K | 0.00% | +5+4.7% | Added |
| Key Financial Inc | 133 | $23.2K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 135 | $23.3K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 137 | $23.7K | 0.00% | +1+0.7% | Added |
| Catalyst Capital Advisors LLC | 140 | $24.2K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 142 | $24.4K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 141 | $24.6K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 160 | $27.6K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 169 | $29.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 167 | $29.3K | 0.00% | −5−2.9% | Reduced |
| Retirement Wealth Solutions LLC | 171 | $29.6K | 0.02% | −22−11.4% | Reduced |
| Wealthspire Advisors, LLC | 172 | $29.7K | 0.00% | +172 | New |
| Financial Management Professionals, Inc. | 178 | $30.8K | 0.00% | −5−2.7% | Reduced |
| LRI Investments, LLC | 192 | $33.1K | 0.00% | −8−4.0% | Reduced |
| JNBA Financial Advisors | 193 | $33.3K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 197 | $34.0K | 0.00% | −32−14.0% | Reduced |
| Clearstead Advisors, LLC | 198 | $34.2K | 0.00% | −67−25.3% | Reduced |
| Rise Advisors, LLC | 199 | $34.4K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 202 | $34.9K | 0.00% | +202 | New |
| WPG Advisers, LLC | 204 | $35.2K | 0.03% | 00.0% | Unchanged |
| Larson Financial Group LLC | 207 | $35.8K | 0.00% | +90+76.9% | Added |
| Caitlin John, LLC | 224 | $38.7K | 0.03% | +224 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 225 | $38.9K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 232 | $40.2K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 236 | $40.8K | 0.00% | 00.0% | Unchanged |
| Wexford Capital LP | 240 | $41.5K | 0.01% | +240 | New |
| Binnacle Investments Inc | 278 | $48.0K | 0.03% | +10+3.7% | Added |
| AdvisorNet Financial, Inc | 292 | $50.4K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 292 | $50.4K | 0.03% | +110+60.4% | Added |
| Huntington National Bank | 298 | $51.5K | 0.00% | +16+5.7% | Added |
| First Horizon Corp | 305 | $52.7K | 0.00% | +305 | New |
| Measured Wealth Private Client Group, LLC | 307 | $53.0K | 0.01% | +307 | New |
| SBI Securities Co., Ltd. | 311 | $53.7K | 0.00% | +29+10.3% | Added |
| Harvest Fund Management Co., Ltd | 337 | $58.0K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 349 | $60.4K | 0.00% | −2−0.6% | Reduced |