| Creative Financial Designs Inc | 1 | $215 | 0.00% | −99−99.0% | Reduced |
| Highline Wealth Partners LLC | 1 | $215 | 0.00% | −2−66.7% | Reduced |
| NBC Securities, Inc. | 1 | $215 | 0.00% | −1−50.0% | Reduced |
| Davis Capital Management | 1 | $215 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1 | $215 | 0.00% | +1 | New |
| Signature Equity Partners, LLC | 1 | $215 | 0.00% | +1 | New |
| 1015 Capital Partners, LLC | 1 | $215 | 0.00% | +1 | New |
| Toth Financial Advisory Corp | 1 | $216 | 0.00% | +1 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 1 | $216 | 0.00% | +1 | New |
| Fideuram Asset Management (Ireland) dac | 1 | $222 | 0.00% | +1 | New |
| First Command Advisory Services, Inc. | 2 | $430 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 2 | $430 | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 2 | $430 | 0.00% | +2 | New |
| UMA Financial Services, Inc. | 2 | $431 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 3 | $621 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 3 | $645 | 0.00% | −2−40.0% | Reduced |
| Hughes Financial Services, LLC | 3 | $645 | 0.00% | +1+50.0% | Added |
| Bay Harbor Wealth Management, LLC | 3 | $645 | 0.00% | +2+200.0% | Added |
| Mountain Hill Investment Partners Corp. | 3 | $645 | 0.00% | +3 | New |
| Quaker Wealth Management, LLC | 3 | $646 | 0.00% | −1−25.0% | Reduced |
| HFM Investment Advisors, LLC | 3 | $646 | 0.00% | +2+200.0% | Added |
| SJS Investment Consulting Inc. | 3 | $647 | 0.00% | +2+200.0% | Added |
| Dogwood Wealth Management LLC | 4 | $860 | 0.00% | +2+100.0% | Added |
| Optima Capital LLC | 4 | $860 | 0.00% | +4 | New |
| American Capital Advisory, LLC | 4 | $861 | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 4 | $903 | 0.00% | −1−20.0% | Reduced |
| Avion Wealth | 9 | $1.00K | 0.00% | +5+125.0% | Added |
| Smithfield Trust Co | 4 | $1.00K | 0.00% | +4 | New |
| LM Advisors LLC | 215 | $1.00K | 0.02% | +215 | New |
| SBI Securities Co., Ltd. | 5 | $1.07K | 0.00% | −15−75.0% | Reduced |
| Private Trust Co NA | 5 | $1.07K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5 | $1.07K | 0.00% | +1+25.0% | Added |
| Albion Financial Group | 5 | $1.08K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 5 | $1.08K | 0.00% | +1+25.0% | Added |
| Rialto Wealth Management, LLC | 5 | $1.08K | 0.00% | +4+400.0% | Added |
| Litman Gregory Asset Management LLC | 5 | $1.08K | 0.00% | +5 | New |
| Parkside Financial Bank & Trust | 5 | $1.08K | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $1.29K | 0.00% | +1+20.0% | Added |
| HighMark Wealth Management LLC | 7 | $1.50K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 7 | $1.50K | 0.00% | +1+16.7% | Added |
| Principia Wealth Advisory, LLC | 8 | $1.72K | 0.00% | +2+33.3% | Added |
| SHP Wealth Management | 9 | $1.88K | 0.00% | +9 | New |
| Hantz Financial Services, Inc. | 11 | $2.00K | 0.00% | +1+10.0% | Added |
| Penserra Capital Management LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 11 | $2.00K | 0.00% | +8+266.7% | Added |
| Motiv8 Investments LLC | 10 | $2.00K | 0.00% | +10 | New |
| CBIZ Investment Advisory Services, LLC | 10 | $2.15K | 0.00% | −1−9.1% | Reduced |
| MV Capital Management, Inc. | 10 | $2.15K | 0.00% | −23−69.7% | Reduced |
| Marquette Asset Management, LLC | 10 | $2.15K | 0.00% | −11−52.4% | Reduced |
| Kilter Group LLC | 10 | $2.15K | 0.00% | +10 | New |
| JFS Wealth Advisors, LLC | 11 | $2.37K | 0.00% | −97−89.8% | Reduced |
| Johnson Financial Group, Inc. | 11 | $2.37K | 0.00% | −4−26.7% | Reduced |
| MAI Capital Management | 11 | $2.39K | 0.00% | +6+120.0% | Added |
| Raffa Wealth Management, LLC | 12 | $2.58K | 0.00% | +8+200.0% | Added |
| High Note Wealth, LLC | 15 | $3.23K | 0.00% | +14+1,400.0% | Added |
| Atlantic Trust, LLC | 16 | $3.44K | 0.00% | +15+1,500.0% | Added |
| Keating Financial Advisory Services, Inc. | 17 | $3.66K | 0.00% | +17 | New |
| Wilkerson Advisory Group LLC | 18 | $3.87K | 0.00% | +18 | New |
| Cromwell Holdings LLC | 19 | $4.09K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 19 | $4.09K | 0.00% | +19 | New |
| Chesapeake Asset Management LLC | 20 | $4.30K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 20 | $4.30K | 0.00% | −1−4.8% | Reduced |
| Financial Consulate, Inc | 20 | $4.30K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 20 | $4.30K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 20 | $4.30K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 21 | $4.52K | 0.00% | +2+10.5% | Added |
| Manchester Capital Management LLC | 21 | $4.52K | 0.00% | +20+2,000.0% | Added |
| TD Private Client Wealth LLC | 22 | $4.73K | 0.00% | +6+37.5% | Added |
| Rossby Financial, LCC | 22 | $4.73K | 0.00% | +9+69.2% | Added |
| Private Wealth Management Group, LLC | 24 | $5.16K | 0.00% | −36−60.0% | Reduced |
| First Pacific Financial | 24 | $5.16K | 0.00% | +12+100.0% | Added |
| Cape Investment Advisory, Inc. | 26 | $5.59K | 0.00% | +1+4.0% | Added |
| Ronald Blue Trust, Inc. | 27 | $5.81K | 0.00% | −14−34.1% | Reduced |
| Greenline Wealth Management LLC | 29 | $6.24K | 0.01% | +29 | New |
| SageView Advisory Group, LLC | 29 | $6.24K | 0.00% | +29 | New |
| Global X Japan Co., Ltd. | 35 | $7.53K | 0.00% | −19−35.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 35 | $7.53K | 0.00% | +21+150.0% | Added |
| CVA Family Office, LLC | 36 | $7.74K | 0.00% | −1−2.7% | Reduced |
| SRS Capital Advisors, Inc. | 37 | $7.96K | 0.00% | −3,025−98.8% | Reduced |
| LRI Investments, LLC | 39 | $8.39K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 40 | $8.60K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 54 | $9.00K | 0.00% | +29+116.0% | Added |
| Meeder Asset Management Inc | 42 | $9.03K | 0.00% | −43−50.6% | Reduced |
| Fairman Group, LLC | 43 | $9.25K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 46 | $9.91K | 0.00% | −49−51.6% | Reduced |
| Root Financial Partners, LLC | 47 | $10.1K | 0.00% | −2−4.1% | Reduced |
| Huntington National Bank | 48 | $10.3K | 0.00% | +24+100.0% | Added |
| HM Payson & Co | 50 | $10.8K | 0.00% | +50 | New |
| Lloyd Advisory Services, LLC. | 50 | $10.8K | 0.00% | +50 | New |
| Brown Brothers Harriman & Co | 52 | $11.2K | 0.00% | −87−62.6% | Reduced |
| Essential Partners LLC | 56 | $12.0K | 0.00% | −33−37.1% | Reduced |
| Kemnay Advisory Services Inc. | 56 | $12.0K | 0.00% | +56 | New |
| Pinnacle Wealth Planning Services, Inc. | 56 | $12.0K | 0.00% | +56 | New |
| Versant Capital Management, Inc | 61 | $13.1K | 0.00% | −882−93.5% | Reduced |
| Bell Investment Advisors, Inc | 68 | $14.6K | 0.00% | +4+6.3% | Added |
| Fifth Third Bancorp | 73 | $15.7K | 0.00% | −16−18.0% | Reduced |
| ORG Partners LLC | 77 | $16.6K | 0.00% | −66−46.2% | Reduced |
| Aster Capital Management (DIFC) Ltd | 77 | $16.6K | 0.01% | −3,220−97.7% | Reduced |
| Parallel Advisors, LLC | 78 | $16.8K | 0.00% | −130−62.5% | Reduced |