| Penserra Capital Management LLC | 6 | $0 | 0.00% | −11,734−99.9% | Reduced |
| Caitong International Asset Management Co., Ltd | 1 | $63 | 0.00% | +1 | New |
| Rakuten Securities, Inc. | 1 | $63 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 1 | $64 | 0.00% | −5−83.3% | Reduced |
| SOA Wealth Advisors, LLC. | 1 | $67 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 3 | $189 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 4 | $252 | 0.00% | +4 | New |
| Cape Investment Advisory, Inc. | 5 | $315 | 0.00% | −15−75.0% | Reduced |
| Creative Financial Designs Inc | 5 | $315 | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 5 | $315 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $315 | 0.00% | +4+400.0% | Added |
| Seneschal Advisors, LLC | 5 | $316 | 0.00% | +5 | New |
| Legacy Wealth Managment, LLC | 6 | $379 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 6 | $382 | 0.00% | +6 | New |
| WestEnd Advisors, LLC | 7 | $441 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 7 | $441 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 7 | $442 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 8 | $504 | 0.00% | −1−11.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 8 | $504 | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 8 | $504 | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 8 | $504 | 0.00% | +8 | New |
| Central Trust Co | 9 | $568 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 9 | $568 | 0.00% | +9 | New |
| Bare Financial Services, Inc | 9 | $568 | 0.00% | +9 | New |
| Strengthening Families & Communities, LLC | 9 | $570 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 10 | $631 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 13 | $820 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 13 | $865 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 15 | $883 | 0.00% | +7+87.5% | Added |
| Financial Perspectives, Inc | 17 | $1.07K | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 17 | $1.07K | 0.00% | +17 | New |
| Financial Management Professionals, Inc. | 18 | $1.14K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 18 | $1.14K | 0.00% | +4+28.6% | Added |
| Cranbrook Wealth Management, LLC | 18 | $1.14K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 19 | $1.20K | 0.00% | +2+11.8% | Added |
| South State Corp. | 19 | $1.20K | 0.00% | −5−20.8% | Reduced |
| Valued Wealth Advisors LLC | 19 | $1.21K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 17 | $1.24K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 20 | $1.26K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 23 | $1.45K | 0.00% | +23 | New |
| WFA of San Diego, LLC | 24 | $1.51K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 24 | $1.51K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 25 | $1.58K | 0.00% | +4+19.0% | Added |
| NVWM, LLC | 26 | $1.65K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 28 | $1.75K | 0.00% | +1+3.7% | Added |
| Grove Bank & Trust | 31 | $1.96K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 31 | $1.96K | 0.00% | +31 | New |
| Picton Mahoney Asset Management | 29 | $2.00K | 0.00% | −10,918−99.7% | Reduced |
| Capital Advisors, Ltd. LLC | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 33 | $2.08K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 33 | $2.09K | 0.00% | +1+3.1% | Added |
| Trust Co of Toledo NA | 36 | $2.27K | 0.00% | −380−91.3% | Reduced |
| Center for Financial Planning, Inc. | 36 | $2.27K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 42 | $2.65K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 44 | $2.77K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 44 | $2.77K | 0.00% | +44 | New |
| Cullen/Frost Bankers, Inc. | 45 | $2.84K | 0.00% | −222−83.1% | Reduced |
| Howard Hughes Medical Institute | 46 | $2.90K | 0.00% | −1−2.1% | Reduced |
| Millstone Evans Group, LLC | 46 | $2.90K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 60 | $3.00K | 0.00% | +60 | New |
| SBI Securities Co., Ltd. | 48 | $3.03K | 0.00% | +8+20.0% | Added |
| Painted Porch Advisors LLC | 49 | $3.09K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 49 | $3.11K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 52 | $3.28K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 52 | $3.28K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 57 | $3.59K | 0.00% | −763−93.0% | Reduced |
| TD Waterhouse Canada Inc. | 59 | $3.65K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 58 | $3.66K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 58 | $3.66K | 0.00% | +15+34.9% | Added |
| Archer Investment Corp | 60 | $3.78K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 60 | $3.78K | 0.00% | +60 | New |
| LRI Investments, LLC | 66 | $4.16K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 77 | $4.86K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 80 | $5.05K | 0.00% | +80 | New |
| Consultiva Wealth Management, Corp. | 84 | $5.30K | 0.01% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 84 | $5.30K | 0.00% | +84 | New |
| Centennial Bank | 90 | $5.67K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 91 | $5.74K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 92 | $5.80K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 105 | $6.18K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 111 | $7.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 112 | $7.06K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 112 | $7.06K | 0.00% | +1+0.9% | Added |
| Country Trust Bank | 118 | $7.44K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 118 | $7.44K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 119 | $7.50K | 0.01% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 122 | $7.64K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 126 | $7.95K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 138 | $8.00K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 131 | $8.26K | 0.00% | +18+15.9% | Added |
| Strategic Wealth Partners, Ltd. | 133 | $8.39K | 0.00% | +133 | New |
| Whittier Trust Co of Nevada Inc | 138 | $8.55K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 147 | $9.00K | 0.00% | +26+21.5% | Added |
| Quent Capital, LLC | 143 | $9.02K | 0.00% | +143 | New |
| Key Financial Inc | 157 | $9.72K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 166 | $10.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 153 | $10.0K | 0.00% | +121+378.1% | Added |
| Fortitude Family Office, LLC | 164 | $10.3K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 167 | $10.5K | 0.00% | −3−1.8% | Reduced |