| Harbor Asset Planning, Inc. | 1 | $45 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 1 | $49 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 3 | $148 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 4 | $197 | 0.00% | −55−93.2% | Reduced |
| Rakuten Securities, Inc. | 5 | $245 | 0.00% | −4−44.4% | Reduced |
| Rossby Financial, LCC | 6 | $294 | 0.00% | +6 | New |
| Danske Bank A/S | 11 | $539 | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 12 | $588 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 19 | $932 | 0.00% | +19 | New |
| Creative Capital Management Investments LLC | 20 | $981 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 20 | $989 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 21 | $1.03K | 0.00% | +21 | New |
| ROSS\JOHNSON & Associates LLC | 24 | $1.18K | 0.02% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 26 | $1.28K | 0.00% | 00.0% | Unchanged |
| American National Bank | 29 | $1.42K | 0.00% | +29 | New |
| Acumen Wealth Advisors, LLC | 30 | $1.47K | 0.00% | +30 | New |
| Whipplewood Advisors, LLC | 32 | $1.57K | 0.00% | +32 | New |
| Holos Integrated Wealth LLC | 32 | $1.59K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 34 | $1.67K | 0.00% | +34 | New |
| Ares Financial Consulting, LLC | 34 | $1.67K | 0.00% | +34 | New |
| West Financial Advisors, LLC | 35 | $1.72K | 0.00% | +35 | New |
| Winnow Wealth LLC | 35 | $1.75K | 0.00% | +35 | New |
| Strategic Investment Solutions, Inc. | 47 | $2.31K | 0.00% | +47 | New |
| Nvest Wealth Strategies, Inc. | 48 | $2.35K | 0.00% | +48 | New |
| Merited Wealth, LLC | 52 | $2.55K | 0.00% | +52 | New |
| Bullock Wealth Management Group | 53 | $2.60K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 56 | $2.75K | 0.00% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 56 | $2.75K | 0.00% | +56 | New |
| DecisionPoint Financial, LLC | 57 | $2.80K | 0.00% | +57 | New |
| Wall Street Access Asset Management, LLC | 59 | $2.89K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 59 | $2.89K | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 59 | $2.89K | 0.00% | +59 | New |
| Westfuller Advisors, LLC | 59 | $2.92K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 60 | $2.94K | 0.00% | +60 | New |
| Wealth Preservation Advisors, LLC | 61 | $2.99K | 0.00% | −7−10.3% | Reduced |
| N.E.W. Advisory Services LLC | 62 | $3.04K | 0.00% | +62 | New |
| Sunrise Financial Services, LLC | 68 | $3.33K | 0.00% | +68 | New |
| WPG Advisers, LLC | 73 | $3.58K | 0.00% | −181−71.3% | Reduced |
| Westend Capital Management, LLC | 75 | $3.68K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 77 | $3.79K | 0.00% | +77 | New |
| Minot DeBlois Advisors LLC | 80 | $3.92K | 0.00% | −520−86.7% | Reduced |
| Motco | 80 | $3.92K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 80 | $3.92K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 80 | $3.92K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 80 | $3.92K | 0.00% | 00.0% | Unchanged |
| Brandywine Financial Group | 80 | $3.92K | 0.01% | +80 | New |
| Navalign, LLC | 80 | $3.92K | 0.00% | +80 | New |
| Frazier Financial Advisors, LLC | 80 | $3.92K | 0.00% | +80 | New |
| Walsh & Associates, LLC | 80 | $3.92K | 0.00% | +80 | New |
| Prestige Wealth Management Group LLC | 80 | $3.96K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 100 | $4.00K | 0.00% | +100 | New |
| Medallion Wealth Advisors, LLC | 88 | $4.32K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 90 | $4.41K | 0.00% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 0 | $4.42K | 0.00% | −6,000−100.0% | Reduced |
| LM Advisors LLC | 225 | $4.56K | 0.09% | −5,294−95.9% | Reduced |
| Cornerstone Financial Management LLC | 93 | $4.56K | 0.00% | +93 | New |
| IMA Wealth, Inc. | 95 | $4.66K | 0.00% | +95 | New |
| Meramec Financial Planners, LLC | 80 | $4.82K | 0.00% | +80 | New |
| Pingora Partners LLC | 100 | $4.90K | 0.00% | −100−50.0% | Reduced |
| Tompkins Financial Corp | 100 | $4.90K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 100 | $4.90K | 0.00% | 00.0% | Unchanged |
| Safe Harbor Fiduciary, LLC | 100 | $4.90K | 0.00% | +100 | New |
| Pacific Center for Financial Services | 115 | $4.96K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Advisors LLC | 120 | $5.00K | 0.00% | +120 | New |
| Financial Network Wealth Advisors LLC | 104 | $5.10K | 0.01% | +70+205.9% | Added |
| Harbor Investment Advisory, LLC | 109 | $5.34K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 109 | $5.34K | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 116 | $5.69K | 0.01% | +116 | New |
| Hollencrest Capital Management | 117 | $5.74K | 0.00% | −160−57.8% | Reduced |
| Prudent Man Investment Management, Inc. | 120 | $5.88K | 0.00% | +80+200.0% | Added |
| Purpose Unlimited Inc. | 122 | $5.98K | 0.00% | +122 | New |
| Park Square Financial Group, LLC | 177 | $5.99K | 0.04% | +177 | New |
| Signature Equity Partners, LLC | 133 | $6.52K | 0.00% | +133 | New |
| Hara Capital LLC | 134 | $6.63K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 138 | $6.77K | 0.00% | +79+133.9% | Added |
| Pacifica Partners Inc. | 140 | $6.95K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 143 | $7.01K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 144 | $7.06K | 0.00% | +61+73.5% | Added |
| Quattro Advisors LLC | 146 | $7.15K | 0.01% | +146 | New |
| Proathlete Wealth Management LLC | 147 | $7.21K | 0.00% | +147 | New |
| Bell Investment Advisors, Inc | 148 | $7.26K | 0.00% | −35−19.1% | Reduced |
| Seneschal Advisors, LLC | 148 | $7.26K | 0.01% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 150 | $7.36K | 0.00% | +100+200.0% | Added |
| Godfrey Financial Associates, Inc. | 152 | $7.45K | 0.01% | +152 | New |
| Lavaca Capital LLC | 154 | $7.55K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 155 | $7.67K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 155 | $7.81K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 160 | $7.85K | 0.00% | +160 | New |
| Centennial Bank | 164 | $8.04K | 0.00% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 200 | $8.38K | 0.00% | +17+9.3% | Added |
| Garton & Associates Financial Advisors LLC | 175 | $8.58K | 0.00% | +175 | New |
| Raffa Wealth Management, LLC | 178 | $8.73K | 0.00% | +64+56.1% | Added |
| Chilton Capital Management LLC | 180 | $8.83K | 0.00% | −67−27.1% | Reduced |
| Anfield Capital Management, LLC | 184 | $9.02K | 0.00% | +167+982.4% | Added |
| Nemes Rush Group LLC | 188 | $9.22K | 0.00% | +98+108.9% | Added |
| GHP Investment Advisors, Inc. | 189 | $9.27K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 198 | $9.80K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 200 | $9.81K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 200 | $9.81K | 0.00% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 200 | $9.81K | 0.01% | 00.0% | Unchanged |