| Bollard Group LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 0 | $16 | 0.00% | −48−100.0% | Reduced |
| Westside Investment Management, Inc. | 1 | $55 | 0.00% | +1 | New |
| Rakuten Securities, Inc. | 1 | $55 | 0.00% | +1 | New |
| SOA Wealth Advisors, LLC. | 3 | $169 | 0.00% | −3−50.0% | Reduced |
| DecisionPoint Financial, LLC | 4 | $221 | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 4 | $221 | 0.00% | +4 | New |
| Quaker Wealth Management, LLC | 4 | $221 | 0.00% | +4 | New |
| High Note Wealth, LLC | 4 | $221 | 0.00% | +4 | New |
| AdvisorNet Financial, Inc | 5 | $276 | 0.00% | −1−16.7% | Reduced |
| Davis Capital Management | 5 | $276 | 0.00% | 00.0% | Unchanged |
| Trust Co | 5 | $276 | 0.00% | +5 | New |
| Luken Investment Analytics, LLC | 5 | $276 | 0.00% | +5 | New |
| Whipplewood Advisors, LLC | 5 | $276 | 0.00% | +5 | New |
| Quest 10 Wealth Builders, Inc. | 5 | $278 | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 5 | $287 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 6 | $317 | 0.00% | −16−72.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 6 | $331 | 0.00% | −169−96.6% | Reduced |
| Seneschal Advisors, LLC | 6 | $332 | 0.00% | +2+50.0% | Added |
| American Capital Advisory, LLC | 6 | $332 | 0.00% | +5+500.0% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 8 | $430 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 9 | $441 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 8 | $442 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 9 | $496 | 0.00% | +9 | New |
| Arlington Trust Co LLC | 10 | $552 | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 10 | $552 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 10 | $552 | 0.00% | +10 | New |
| WPG Advisers, LLC | 12 | $663 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 12 | $663 | 0.00% | +12 | New |
| Ares Financial Consulting, LLC | 12 | $663 | 0.00% | +12 | New |
| HFM Investment Advisors, LLC | 13 | $718 | 0.00% | +2+18.2% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 15 | $828 | 0.00% | +15 | New |
| Sunrise Financial Services, LLC | 15 | $828 | 0.00% | +15 | New |
| Winnow Wealth LLC | 15 | $840 | 0.00% | +15 | New |
| Geneos Wealth Management Inc. | 16 | $883 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 18 | $994 | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 18 | $994 | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 19 | $1.05K | 0.00% | +7+58.3% | Added |
| CGC Financial Services, LLC | 20 | $1.10K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 20 | $1.10K | 0.00% | +10+100.0% | Added |
| Optima Capital LLC | 20 | $1.10K | 0.00% | +20 | New |
| Independence Bank of Kentucky | 22 | $1.22K | 0.00% | +22 | New |
| Cornerstone Financial Management LLC | 22 | $1.22K | 0.00% | +22 | New |
| Fideuram Asset Management (Ireland) dac | 18 | $1.24K | 0.00% | +18 | New |
| Coastline Trust Co | 25 | $1.38K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 27 | $1.49K | 0.00% | −1,000−97.4% | Reduced |
| Rialto Wealth Management, LLC | 27 | $1.49K | 0.00% | +15+125.0% | Added |
| Raffa Wealth Management, LLC | 29 | $1.60K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 29 | $1.60K | 0.00% | +12+70.6% | Added |
| Sound Income Strategies, LLC | 30 | $1.65K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 30 | $1.66K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 30 | $1.66K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 31 | $1.71K | 0.00% | +11+55.0% | Added |
| ZRC Wealth Management, LLC | 32 | $1.77K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 34 | $1.88K | 0.00% | +24+240.0% | Added |
| Y.D. More Investments Ltd | 11,105 | $1.92K | 0.00% | +11,105 | New |
| DiNuzzo Private Wealth, Inc. | 35 | $1.93K | 0.00% | +4+12.9% | Added |
| Bell Investment Advisors, Inc | 36 | $1.99K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 36 | $1.99K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 38 | $2.10K | 0.00% | +24+171.4% | Added |
| McIlrath & Eck, LLC | 40 | $2.21K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 41 | $2.26K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 42 | $2.32K | 0.00% | −50−54.3% | Reduced |
| Fortitude Family Office, LLC | 42 | $2.32K | 0.00% | −13−23.6% | Reduced |
| Glen Eagle Advisors, LLC | 42 | $2.32K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 43 | $2.37K | 0.00% | −2,000−97.9% | Reduced |
| Clean Yield Group | 45 | $2.48K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 45 | $2.48K | 0.00% | +45 | New |
| Transamerica Financial Advisors, Inc. | 48 | $2.65K | 0.00% | +29+152.6% | Added |
| Avion Wealth | 66 | $3.00K | 0.00% | +10+17.9% | Added |
| Key Financial Inc | 55 | $3.04K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 56 | $3.09K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 56 | $3.09K | 0.00% | +55+5,500.0% | Added |
| PFS Partners, LLC | 61 | $3.39K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 64 | $3.53K | 0.00% | +22+52.4% | Added |
| Hoey Investments, Inc | 67 | $3.70K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 68 | $3.75K | 0.00% | +68 | New |
| Howard Hughes Medical Institute | 69 | $3.81K | 0.00% | −4−5.5% | Reduced |
| Tidemark, LLC | 70 | $3.87K | 0.00% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 72 | $3.98K | 0.00% | +72 | New |
| Valley National Advisers Inc | 83 | $4.00K | 0.00% | +26+45.6% | Added |
| CDKV Holdings LLC | 79 | $4.36K | 0.00% | +79 | New |
| Boyd Watterson Asset Management LLC | 80 | $4.42K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 83 | $4.58K | 0.00% | −13,624−99.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 83 | $4.58K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 83 | $4.58K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 84 | $4.64K | 0.00% | −1−1.2% | Reduced |
| Prestige Wealth Management Group LLC | 84 | $4.64K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 84 | $4.64K | 0.00% | +52+162.5% | Added |
| American Wealth Advisors, LLC | 86 | $4.75K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 87 | $4.80K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 97 | $5.36K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 98 | $5.41K | 0.00% | +22+28.9% | Added |
| Adirondack Trust Co | 100 | $5.52K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 100 | $5.52K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 100 | $5.54K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 106 | $5.85K | 0.00% | −16−13.1% | Reduced |
| Osbon Capital Management LLC | 106 | $5.85K | 0.01% | +106 | New |
| SBI Securities Co., Ltd. | 109 | $6.02K | 0.00% | −4−3.5% | Reduced |