| Dogwood Wealth Management LLC | 0 | $8 | 0.00% | 0 | Unchanged |
| Impact Partnership Wealth, LLC | 0 | $12 | 0.00% | −13−100.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | $227 | 0.00% | +1 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 1 | $283 | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 2 | $565 | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 3 | $847 | 0.00% | −7−70.0% | Reduced |
| Horizon Financial Services, LLC | 3 | $847 | 0.00% | +3 | New |
| Breakwater Investment Management | 3 | $848 | 0.00% | +3 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $1.70K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 6 | $1.70K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 6 | $1.70K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 6 | $1.70K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 6 | $1.70K | 0.00% | +6 | New |
| Highline Wealth Partners LLC | 6 | $1.70K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 5 | $2.00K | 0.00% | +1+25.0% | Added |
| Dunhill Financial, LLC | 7 | $2.02K | 0.00% | −9−56.3% | Reduced |
| FPC Investment Advisory, Inc. | 8 | $2.25K | 0.00% | +8 | New |
| Retirement Group, LLC | 8 | $2.27K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 9 | $2.67K | 0.00% | +9 | New |
| Tortoise Investment Management, LLC | 10 | $2.83K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 10 | $2.83K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 10 | $2.83K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 11 | $3.14K | 0.00% | +8+266.7% | Added |
| Provenance Wealth Advisors, LLC | 12 | $3.39K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 12 | $3.39K | 0.00% | +12 | New |
| First Community Trust NA | 13 | $3.67K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 14 | $3.95K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 14 | $3.96K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 14 | $3.96K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 14 | $4.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 15 | $4.24K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 15 | $4.24K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 17 | $4.80K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 17 | $4.80K | 0.00% | −10−37.0% | Reduced |
| Walleye Capital LLC | 20 | $5.65K | 0.00% | −9,651−99.8% | Reduced |
| Emfo, LLC | 20 | $5.74K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 21 | $5.93K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 22 | $6.21K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 25 | $7.06K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 25 | $7.06K | 0.00% | +15+150.0% | Added |
| Country Trust Bank | 25 | $7.06K | 0.00% | +18+257.1% | Added |
| First Pacific Financial | 25 | $7.06K | 0.00% | +25 | New |
| Abich Financial Wealth Management LLC | 26 | $7.34K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 27 | $7.63K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 27 | $7.63K | 0.00% | +27 | New |
| Delos Wealth Advisors, LLC | 28 | $7.91K | 0.01% | +12+75.0% | Added |
| Sofos Investments, Inc. | 27 | $8.00K | 0.00% | +24+800.0% | Added |
| Avion Wealth | 27 | $8.00K | 0.00% | +6+28.6% | Added |
| Glen Eagle Advisors, LLC | 29 | $8.19K | 0.00% | +29 | New |
| TFC Financial Management | 29 | $8.19K | 0.00% | +1+3.6% | Added |
| Global Financial Private Client, LLC | 29 | $8.46K | 0.00% | −4−12.1% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 30 | $8.47K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 34 | $9.61K | 0.01% | +34 | New |
| Rakuten Securities, Inc. | 36 | $10.2K | 0.00% | −112−75.7% | Reduced |
| SOA Wealth Advisors, LLC. | 38 | $10.8K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 39 | $11.1K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 42 | $11.9K | 0.00% | −100−70.4% | Reduced |
| Private Ocean, LLC | 42 | $11.9K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 46 | $13.0K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 50 | $14.0K | 0.00% | +50 | New |
| Cranbrook Wealth Management, LLC | 50 | $14.1K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 50 | $14.1K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 50 | $14.1K | 0.00% | +32+177.8% | Added |
| Valley National Advisers Inc | 55 | $15.0K | 0.00% | +6+12.2% | Added |
| Financial Management Professionals, Inc. | 53 | $15.0K | 0.00% | +23+76.7% | Added |
| Aspire Private Capital, LLC | 54 | $15.3K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 59 | $15.3K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 55 | $15.5K | 0.00% | −43−43.9% | Reduced |
| Eukles Asset Management | 55 | $15.5K | 0.01% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 55 | $15.6K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 56 | $15.8K | 0.00% | +56 | New |
| Archer Investment Corp | 58 | $16.4K | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 59 | $16.7K | 0.00% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 60 | $17.0K | 0.01% | +60 | New |
| Cape Investment Advisory, Inc. | 61 | $17.2K | 0.01% | −8−11.6% | Reduced |
| Northwest Investment Counselors, LLC | 61 | $17.2K | 0.00% | +61 | New |
| Cedar Wealth Management, LLC | 61 | $17.2K | 0.01% | +61 | New |
| Core Alternative Capital | 63 | $17.8K | 0.00% | −78−55.3% | Reduced |
| Cassady Schiller Wealth Management, LLC | 63 | $17.8K | 0.01% | +3+5.0% | Added |
| PrairieView Partners, LLC | 63 | $18.0K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 65 | $18.4K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 67 | $18.9K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 68 | $19.2K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 70 | $19.7K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 70 | $19.8K | 0.01% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 70 | $19.8K | 0.01% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 70 | $19.8K | 0.01% | 00.0% | Unchanged |
| Paloma Partners Management Co | 70 | $19.8K | 0.00% | +70 | New |
| POM Investment Strategies, LLC | 71 | $20.1K | 0.02% | +71 | New |
| ORG Partners LLC | 69 | $20.1K | 0.04% | −2,991−97.7% | Reduced |
| Laurel Wealth Advisors LLC | 72 | $20.3K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 73 | $20.6K | 0.01% | +73 | New |
| Chesapeake Asset Management LLC | 75 | $21.2K | 0.02% | +20+36.4% | Added |
| GW&K Investment Management, LLC | 77 | $22.0K | 0.00% | −4−4.9% | Reduced |
| Tyler-Stone Wealth Management | 79 | $22.3K | 0.01% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 80 | $22.6K | 0.02% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 80 | $22.6K | 0.02% | −110−57.9% | Reduced |
| Maryland Capital Advisors Inc. | 80 | $22.6K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 82 | $23.2K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 85 | $24.0K | 0.02% | 00.0% | Unchanged |