| Whipplewood Advisors, LLC | 1 | $288 | 0.00% | −15−93.8% | Reduced |
| Ancora Advisors, LLC | 1 | $288 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1 | $288 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 1 | $288 | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 1 | $288 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $371 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2 | $575 | 0.00% | −46−95.8% | Reduced |
| Financial Consulate, Inc | 2 | $576 | 0.00% | +2 | New |
| ZRC Wealth Management, LLC | 2 | $576 | 0.00% | +2 | New |
| Raleigh Capital Management Inc. | 2 | $707 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 3 | $864 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 3 | $864 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 3 | $864 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $864 | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 3 | $864 | 0.00% | +3 | New |
| Hughes Financial Services, LLC | 3 | $956 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 3 | $1.02K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 4 | $1.08K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 4 | $1.15K | 0.00% | +1+33.3% | Added |
| SJS Investment Consulting Inc. | 4 | $1.15K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 5 | $1.16K | 0.00% | +4+400.0% | Added |
| Westfuller Advisors, LLC | 6 | $1.68K | 0.00% | +6 | New |
| Grove Bank & Trust | 6 | $1.73K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 6 | $1.73K | 0.00% | +6 | New |
| Dogwood Wealth Management LLC | 6 | $1.73K | 0.00% | +6 | New |
| Strengthening Families & Communities, LLC | 6 | $1.74K | 0.00% | +6 | New |
| Avion Wealth | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 9 | $2.00K | 0.00% | +9 | New |
| Sound Income Strategies, LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 7 | $2.02K | 0.00% | +7 | New |
| Trifecta Capital Advisors, LLC | 7 | $2.02K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 8 | $2.29K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 8 | $2.30K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 8 | $2.30K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 8 | $2.30K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 8 | $2.30K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 9 | $2.47K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 8 | $2.56K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 9 | $2.59K | 0.00% | −6−40.0% | Reduced |
| Stone House Investment Management, LLC | 9 | $2.59K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 10 | $2.88K | 0.00% | +10 | New |
| Rialto Wealth Management, LLC | 10 | $2.88K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $2.98K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 11 | $3.17K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 11 | $3.17K | 0.00% | +11 | New |
| MCF Advisors LLC | 12 | $3.46K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 12 | $3.46K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 12 | $3.46K | 0.00% | +12 | New |
| Abound Wealth Management | 13 | $3.74K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 14 | $3.89K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 14 | $3.98K | 0.00% | +14 | New |
| Millstone Evans Group, LLC | 14 | $4.03K | 0.00% | +14 | New |
| Creative Financial Designs Inc | 17 | $4.89K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 17 | $4.92K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 19 | $5.00K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 17 | $5.00K | 0.00% | +8+88.9% | Added |
| HighMark Wealth Management LLC | 18 | $5.18K | 0.00% | −9−33.3% | Reduced |
| Strategic Wealth Partners, Ltd. | 18 | $5.18K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 18 | $5.18K | 0.00% | −11−37.9% | Reduced |
| St. Johns Investment Management Company, LLC | 19 | $5.47K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 19 | $5.47K | 0.00% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 19 | $5.51K | 0.01% | +19 | New |
| Truvestments Capital LLC | 20 | $5.76K | 0.00% | +14+233.3% | Added |
| Halbert Hargrove Global Advisors, LLC | 20 | $5.76K | 0.00% | +20 | New |
| Wealth Watch Advisors, INC | 21 | $6.05K | 0.00% | +21 | New |
| WPG Advisers, LLC | 24 | $6.91K | 0.01% | +1+4.3% | Added |
| Quarry LP | 28 | $8.06K | 0.00% | −1,898−98.5% | Reduced |
| Pinnacle Bancorp, Inc. | 28 | $8.06K | 0.00% | −10−26.3% | Reduced |
| ESL Trust Services, LLC | 28 | $8.06K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 29 | $8.35K | 0.00% | −34,683−99.9% | Reduced |
| Atlantic Trust, LLC | 29 | $8.35K | 0.00% | +1+3.6% | Added |
| Sittner & Nelson, LLC | 30 | $8.50K | 0.00% | +1+3.4% | Added |
| Rakuten Securities, Inc. | 31 | $8.93K | 0.00% | −77−71.3% | Reduced |
| IMG Wealth Management, Inc. | 32 | $9.21K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 32 | $9.21K | 0.00% | +4+14.3% | Added |
| Global Wealth Strategies & Associates | 33 | $9.50K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 33 | $9.50K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 36 | $10.4K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 36 | $10.4K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 37 | $10.7K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 37 | $10.7K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 41 | $11.8K | 0.00% | −234−85.1% | Reduced |
| Employees Retirement System of Texas | 43 | $12.0K | 0.00% | −277−86.6% | Reduced |
| Westside Investment Management, Inc. | 42 | $12.0K | 0.00% | +42 | New |
| Affinity Wealth LLC | 44 | $12.7K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 45 | $13.0K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 47 | $13.5K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 47 | $13.5K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 47 | $13.5K | 0.01% | +4+9.3% | Added |
| Adirondack Trust Co | 48 | $13.8K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 48 | $13.8K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 48 | $13.8K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 50 | $14.4K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 50 | $14.4K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 50 | $14.4K | 0.00% | +4+8.7% | Added |
| JNBA Financial Advisors | 51 | $14.7K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 52 | $15.0K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 55 | $15.8K | 0.00% | +45+450.0% | Added |