| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| Beaird Harris Wealth Management, LLC | 1 | $312 | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 1 | $590 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 1 | $590 | 0.00% | +1 | New |
| Opal Wealth Advisors, LLC | 1 | $590 | 0.00% | +1 | New |
| Painted Porch Advisors LLC | 1 | $590 | 0.00% | +1 | New |
| First PREMIER Bank | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1 | $1.00K | 0.00% | +1 | New |
| Gordian Capital Singapore Pte Ltd | 2 | $1.18K | 0.00% | −34−94.4% | Reduced |
| MV Capital Management, Inc. | 2 | $1.18K | 0.00% | −1−33.3% | Reduced |
| JJJ Advisors Inc. | 2 | $1.18K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 2 | $1.18K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 2 | $1.18K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 2 | $1.18K | 0.00% | 00.0% | Unchanged |
| Lynx Investment Advisory | 2 | $1.18K | 0.00% | +2 | New |
| Raleigh Capital Management Inc. | 3 | $1.72K | 0.00% | +3 | New |
| Cullen/Frost Bankers, Inc. | 3 | $1.77K | 0.00% | −39−92.9% | Reduced |
| WR Wealth Planners, LLC | 3 | $1.77K | 0.00% | +2+200.0% | Added |
| Central Trust Co | 3 | $1.77K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 3 | $1.77K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 3 | $1.82K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 3 | $2.00K | 0.00% | −505−99.4% | Reduced |
| Avion Wealth | 5 | $2.00K | 0.00% | +2+66.7% | Added |
| Geneos Wealth Management Inc. | 4 | $2.36K | 0.00% | −45−91.8% | Reduced |
| AdvisorNet Financial, Inc | 4 | $2.36K | 0.00% | −38−90.5% | Reduced |
| Hexagon Capital Partners LLC | 4 | $2.36K | 0.00% | −4−50.0% | Reduced |
| Macroview Investment Management LLC | 4 | $2.36K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 4 | $2.36K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5 | $2.95K | 0.00% | −220−97.8% | Reduced |
| Game Plan Financial Advisors, LLC | 5 | $2.95K | 0.00% | +5 | New |
| Center for Financial Planning, Inc. | 5 | $2.95K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 5 | $2.95K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 5 | $2.95K | 0.00% | +5 | New |
| Park Place Capital Corp | 6 | $3.54K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 6 | $3.54K | 0.00% | +6 | New |
| NBC Securities, Inc. | 8 | $4.00K | 0.00% | −207−96.3% | Reduced |
| Abound Wealth Management | 7 | $4.13K | 0.00% | −1−12.5% | Reduced |
| JFS Wealth Advisors, LLC | 7 | $4.13K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 8 | $4.72K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 8 | $4.72K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 8 | $4.72K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 8 | $4.74K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 10 | $5.00K | 0.00% | −5−33.3% | Reduced |
| Ogorek Anthony Joseph | 10 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 12 | $5.47K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 10 | $5.90K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 10 | $5.90K | 0.00% | 00.0% | Unchanged |
| Allianz SE | 10 | $5.90K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $5.90K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 10 | $5.90K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 10 | $5.90K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 13 | $6.34K | 0.00% | +6+85.7% | Added |
| Sound Income Strategies, LLC | 11 | $6.49K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 11 | $6.49K | 0.00% | +11 | New |
| Front Row Advisors LLC | 12 | $7.08K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 12 | $7.08K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 13 | $7.67K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 13 | $7.67K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 13 | $7.67K | 0.00% | +13 | New |
| Redwood Wealth Management Group, LLC | 14 | $8.26K | 0.01% | +14 | New |
| Plante Moran Financial Advisors, LLC | 15 | $8.85K | 0.00% | −2−11.8% | Reduced |
| Carmichael Hill & Associates, Inc. | 15 | $8.85K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 15 | $8.85K | 0.00% | +5+50.0% | Added |
| Pacific Capital Wealth Advisors, Inc | 15 | $8.85K | 0.00% | +15 | New |
| BFSG, LLC | 16 | $9.44K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 16 | $9.44K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 16 | $9.44K | 0.00% | +16 | New |
| Grove Bank & Trust | 17 | $10.0K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 17 | $10.1K | 0.00% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 18 | $10.6K | 0.00% | +18 | New |
| Capital Advisors, Ltd. LLC | 18 | $11.0K | 0.00% | +2+12.5% | Added |
| Beacon Capital Management, LLC | 19 | $11.2K | 0.00% | +13+216.7% | Added |
| Continuum Advisory, LLC | 20 | $11.8K | 0.00% | +3+17.6% | Added |
| Venturi Wealth Management, LLC | 20 | $11.8K | 0.00% | +1+5.3% | Added |
| Rocky Mountain Advisers, LLC | 21 | $12.4K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 22 | $13.0K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 23 | $13.0K | 0.01% | +11+91.7% | Added |
| Versant Capital Management, Inc | 23 | $13.6K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 24 | $14.2K | 0.00% | +24 | New |
| Evermay Wealth Management LLC | 25 | $14.7K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 25 | $14.7K | 0.00% | +2+8.7% | Added |
| Raffa Wealth Management, LLC | 25 | $14.7K | 0.00% | +19+316.7% | Added |
| Ashton Thomas Private Wealth, LLC | 25 | $14.7K | 0.00% | +25 | New |
| Private Trust Co NA | 26 | $15.3K | 0.00% | −11−29.7% | Reduced |
| Private Wealth Management Group, LLC | 26 | $15.3K | 0.01% | +16+160.0% | Added |
| Fortitude Family Office, LLC | 27 | $15.9K | 0.01% | +11+68.8% | Added |
| Tower View Investment Management & Research LLC | 27 | $15.9K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 26 | $16.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 28 | $16.5K | 0.00% | +17+154.5% | Added |
| Colonial Trust Co | 29 | $17.1K | 0.00% | +2+7.4% | Added |
| Ameritas Investment Partners, Inc. | 30 | $17.7K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 30 | $17.7K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 31 | $18.3K | 0.01% | +4+14.8% | Added |
| FinTrust Capital Advisors, LLC | 31 | $18.3K | 0.00% | +16+106.7% | Added |
| Twin Tree Management, LP | 32 | $18.9K | 0.00% | −12,582−99.7% | Reduced |
| SRS Capital Advisors, Inc. | 33 | $19.5K | 0.00% | +20+153.8% | Added |
| Birchbrook, Inc. | 35 | $20.6K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 35 | $20.6K | 0.00% | +35 | New |
| Migdal Insurance & Financial Holdings Ltd. | 36 | $21.0K | 0.00% | +36 | New |
| Smithfield Trust Co | 38 | $23.0K | 0.00% | −4−9.5% | Reduced |