| Capital Advisors, Ltd. LLC | 5 | $0 | 0.00% | +5 | New |
| True Wealth Design, LLC | 1 | $43 | 0.00% | −7−87.5% | Reduced |
| Parkworth Wealth Management, Inc. | 3 | $146 | 0.00% | +2+200.0% | Added |
| Rialto Wealth Management, LLC | 4 | $195 | 0.00% | +4 | New |
| Rothschild Investment LLC | 5 | $244 | 0.00% | −5−50.0% | Reduced |
| WealthTrak Capital Management LLC | 5 | $244 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5 | $244 | 0.00% | +5 | New |
| Bay Harbor Wealth Management, LLC | 6 | $292 | 0.00% | +4+200.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 6 | $308 | 0.00% | +6 | New |
| HFM Investment Advisors, LLC | 7 | $341 | 0.00% | +2+40.0% | Added |
| NewSquare Capital LLC | 7 | $341 | 0.00% | +7 | New |
| WPG Advisers, LLC | 8 | $390 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 9 | $439 | 0.00% | −64−87.7% | Reduced |
| Prestige Wealth Management Group LLC | 10 | $487 | 0.00% | +10 | New |
| Fairscale Capital, LLC | 10 | $497 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 13 | $633 | 0.00% | +13 | New |
| SJS Investment Consulting Inc. | 13 | $634 | 0.00% | +4+44.4% | Added |
| TFC Financial Management | 13 | $634 | 0.00% | +13 | New |
| Private Wealth Management Group, LLC | 14 | $682 | 0.00% | −63−81.8% | Reduced |
| Hughes Financial Services, LLC | 15 | $757 | 0.00% | +15 | New |
| Whipplewood Advisors, LLC | 16 | $779 | 0.00% | −198−92.5% | Reduced |
| Raffa Wealth Management, LLC | 17 | $828 | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 17 | $828 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 18 | $882 | 0.00% | +18 | New |
| DiNuzzo Private Wealth, Inc. | 19 | $926 | 0.00% | +3+18.8% | Added |
| Fortitude Family Office, LLC | 20 | $974 | 0.00% | +20 | New |
| Kilter Group LLC | 21 | $1.02K | 0.00% | +21 | New |
| Your Advocates Ltd., LLP | 23 | $1.12K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 25 | $1.22K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 26 | $1.27K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 28 | $1.36K | 0.00% | +28 | New |
| Bell Investment Advisors, Inc | 34 | $1.66K | 0.00% | −51−60.0% | Reduced |
| South State Corp. | 35 | $1.71K | 0.00% | −146−80.7% | Reduced |
| MV Capital Management, Inc. | 35 | $1.71K | 0.00% | +34+3,400.0% | Added |
| NVWM, LLC | 37 | $1.80K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 38 | $1.85K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 40 | $1.95K | 0.00% | +40 | New |
| Close Asset Management Ltd | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 43 | $2.09K | 0.00% | −51−54.3% | Reduced |
| Truvestments Capital LLC | 43 | $2.09K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 44 | $2.14K | 0.00% | −46−51.1% | Reduced |
| Motco | 44 | $2.19K | 0.00% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 50 | $2.44K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 51 | $2.48K | 0.00% | −10−16.4% | Reduced |
| Assetmark, Inc | 55 | $2.68K | 0.00% | +55 | New |
| Greykasell Wealth Strategies, Inc. | 60 | $2.92K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 70 | $3.41K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 70 | $3.41K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 72 | $3.51K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 72 | $3.51K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 74 | $3.60K | 0.00% | +54+270.0% | Added |
| Principal Securities, Inc. | 75 | $3.65K | 0.00% | +31+70.5% | Added |
| Bruce G. Allen Investments, LLC | 78 | $3.80K | 0.00% | +53+212.0% | Added |
| High Note Wealth, LLC | 90 | $4.38K | 0.00% | +58+181.3% | Added |
| Harbor Investment Advisory, LLC | 98 | $4.77K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 99 | $4.82K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 100 | $4.87K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 100 | $4.87K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 101 | $4.92K | 0.00% | +10+11.0% | Added |
| Smartleaf Asset Management LLC | 102 | $5.00K | 0.00% | −186−64.6% | Reduced |
| Hemington Wealth Management | 111 | $5.00K | 0.00% | +30+37.0% | Added |
| Evermay Wealth Management LLC | 120 | $5.84K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 121 | $5.89K | 0.00% | +121 | New |
| GWM Advisors LLC | 127 | $6.18K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 146 | $7.11K | 0.01% | +146 | New |
| Retirement Wealth Solutions LLC | 152 | $7.40K | 0.01% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 150 | $7.42K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 174 | $8.47K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 183 | $8.91K | 0.00% | −276−60.1% | Reduced |
| Signature Resources Capital Management, LLC | 185 | $9.01K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 186 | $9.06K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 188 | $9.16K | 0.00% | +88+88.0% | Added |
| Rosenberg Matthew Hamilton | 189 | $9.20K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 200 | $9.74K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 200 | $9.74K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 200 | $9.74K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 200 | $10.1K | 0.00% | +200 | New |
| Huntington National Bank | 207 | $10.1K | 0.00% | +132+176.0% | Added |
| Hurley Capital, LLC | 222 | $10.8K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 230 | $11.2K | 0.00% | −6−2.5% | Reduced |
| Ameritas Advisory Services, LLC | 273 | $13.3K | 0.00% | +273 | New |
| Farther Finance Advisors, LLC | 276 | $13.4K | 0.00% | +77+38.7% | Added |
| Massmutual Trust Co FSB | 304 | $14.8K | 0.00% | −32−9.5% | Reduced |
| Versant Capital Management, Inc | 324 | $15.8K | 0.00% | +74+29.6% | Added |
| Future Financial Wealth Managment LLC | 335 | $16.3K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 352 | $17.1K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 363 | $17.7K | 0.00% | −582−61.6% | Reduced |
| Leonteq Securities AG | 372 | $18.1K | 0.00% | −830−69.1% | Reduced |
| Larson Financial Group LLC | 376 | $18.3K | 0.00% | −341−47.6% | Reduced |
| EverSource Wealth Advisors, LLC | 394 | $19.2K | 0.00% | +339+616.4% | Added |
| MAI Capital Management | 396 | $19.3K | 0.00% | +34+9.4% | Added |
| Parkside Financial Bank & Trust | 401 | $19.5K | 0.00% | +78+24.1% | Added |
| Atlantic Trust, LLC | 404 | $19.7K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 407 | $19.8K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 432 | $21.0K | 0.00% | −76−15.0% | Reduced |
| Global Retirement Partners, LLC | 455 | $22.2K | 0.00% | +455 | New |
| Point72 (DIFC) Ltd | 471 | $22.9K | 0.00% | −8,014−94.4% | Reduced |
| LRI Investments, LLC | 507 | $24.7K | 0.00% | −462−47.7% | Reduced |
| Bessemer Group Inc | 512 | $25.0K | 0.00% | +122+31.3% | Added |
| DekaBank Deutsche Girozentrale | 544 | $26.0K | 0.00% | 00.0% | Unchanged |