| Coston, McIsaac & Partners | 2 | $0 | 0.00% | +2 | New |
| Whittier Trust Co of Nevada Inc | 1 | $106 | 0.00% | 00.0% | Unchanged |
| Safe Harbor Fiduciary, LLC | 1 | $106 | 0.00% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 1 | $106 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 1 | $106 | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 1 | $106 | 0.00% | +1 | New |
| Quaker Wealth Management, LLC | 1 | $107 | 0.00% | +1 | New |
| City State Bank | 2 | $212 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 2 | $212 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 2 | $212 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 2 | $212 | 0.00% | +2 | New |
| Crews Bank & Trust | 2 | $212 | 0.00% | +2 | New |
| Valued Wealth Advisors LLC | 2 | $213 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2 | $264 | 0.00% | −256−99.2% | Reduced |
| Lowe Wealth Advisors, LLC | 3 | $318 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3 | $318 | 0.00% | +1+50.0% | Added |
| MTM Investment Management, LLC | 3 | $318 | 0.00% | +3 | New |
| Raleigh Capital Management Inc. | 3 | $318 | 0.00% | +3 | New |
| Bogart Wealth, LLC | 4 | $424 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 4 | $424 | 0.00% | +2+100.0% | Added |
| Morton Brown Family Wealth, LLC | 5 | $531 | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 5 | $531 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $531 | 0.00% | +3+150.0% | Added |
| Rothschild Investment LLC | 5 | $531 | 0.00% | +5 | New |
| Dunhill Financial, LLC | 6 | $636 | 0.00% | +6 | New |
| Prestige Wealth Management Group LLC | 6 | $637 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 6 | $637 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 6 | $637 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 6 | $637 | 0.00% | +5+500.0% | Added |
| CoreCap Advisors, LLC | 7 | $743 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 7 | $743 | 0.00% | +7 | New |
| CarsonAllaria Wealth Management, Ltd. | 8 | $849 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 8 | $849 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 11 | $1.00K | 0.00% | −269−96.1% | Reduced |
| Allworth Financial LP | 11 | $1.17K | 0.00% | −23−67.6% | Reduced |
| Sachetta, LLC | 11 | $1.17K | 0.00% | −8−42.1% | Reduced |
| Cornerstone Planning Group LLC | 11 | $1.25K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 12 | $1.27K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 12 | $1.27K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 13 | $1.38K | 0.00% | −8−38.1% | Reduced |
| N.E.W. Advisory Services LLC | 13 | $1.38K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 13 | $1.38K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $1.38K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 13 | $1.38K | 0.00% | +13 | New |
| Rialto Wealth Management, LLC | 14 | $1.49K | 0.00% | +14 | New |
| True Wealth Design, LLC | 16 | $1.70K | 0.00% | +8+100.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 18 | $2.04K | 0.00% | +18 | New |
| Gables Capital Management Inc. | 21 | $2.23K | 0.00% | −15−41.7% | Reduced |
| Caitong International Asset Management Co., Ltd | 24 | $2.55K | 0.00% | −623−96.3% | Reduced |
| Manchester Capital Management LLC | 24 | $2.55K | 0.00% | −100−80.6% | Reduced |
| Private Wealth Management Group, LLC | 24 | $2.55K | 0.00% | −41−63.1% | Reduced |
| Horrell Capital Management, Inc. | 24 | $2.55K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 24 | $2.55K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 25 | $2.65K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 25 | $2.65K | 0.00% | +25 | New |
| JFS Wealth Advisors, LLC | 26 | $2.76K | 0.00% | −23−46.9% | Reduced |
| Nisa Investment Advisors, LLC | 27 | $2.87K | 0.00% | −203−88.3% | Reduced |
| Private Trust Co NA | 28 | $2.92K | 0.00% | −33−54.1% | Reduced |
| Westside Investment Management, Inc. | 28 | $2.97K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 30 | $3.18K | 0.00% | +30 | New |
| Capital A Wealth Management, LLC | 26 | $3.20K | 0.04% | +26 | New |
| Farther Finance Advisors, LLC | 31 | $3.29K | 0.00% | −49−61.3% | Reduced |
| Fortitude Family Office, LLC | 31 | $3.29K | 0.00% | −6−16.2% | Reduced |
| Ancora Advisors, LLC | 34 | $3.61K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 34 | $3.61K | 0.00% | +34 | New |
| TSFG, LLC | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 42 | $4.46K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 46 | $4.88K | 0.00% | +46 | New |
| Pinnacle Bancorp, Inc. | 47 | $4.99K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 49 | $5.20K | 0.00% | −229−82.4% | Reduced |
| Farmers & Merchants Investments Inc | 51 | $5.41K | 0.00% | +5+10.9% | Added |
| Bell Investment Advisors, Inc | 53 | $5.63K | 0.00% | −5−8.6% | Reduced |
| Private Wealth Asset Management, LLC | 59 | $6.26K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 60 | $6.37K | 0.00% | −4−6.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 60 | $6.37K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 61 | $6.47K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 63 | $6.69K | 0.00% | +57+950.0% | Added |
| Hemington Wealth Management | 74 | $7.00K | 0.00% | −11−12.9% | Reduced |
| Essential Partners LLC | 68 | $7.22K | 0.00% | +68 | New |
| Smartleaf Asset Management LLC | 77 | $8.23K | 0.00% | −47−37.9% | Reduced |
| Transce3nd, LLC | 78 | $8.28K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 80 | $8.49K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 82 | $8.70K | 0.00% | +39+90.7% | Added |
| Atwood & Palmer Inc | 82 | $8.70K | 0.00% | +82 | New |
| GPS Wealth Strategies Group, LLC | 90 | $9.55K | 0.00% | −75−45.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 92 | $9.76K | 0.00% | +92 | New |
| Park Place Capital Corp | 96 | $10.5K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 102 | $10.8K | 0.00% | −6−5.6% | Reduced |
| Huntington National Bank | 111 | $11.8K | 0.00% | +10+9.9% | Added |
| Rakuten Securities, Inc. | 114 | $12.1K | 0.00% | +98+612.5% | Added |
| Clearstead Advisors, LLC | 116 | $12.3K | 0.00% | +31+36.5% | Added |
| Sound Income Strategies, LLC | 129 | $13.7K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 134 | $14.2K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 135 | $14.3K | 0.00% | +70+107.7% | Added |
| South State Corp. | 137 | $14.5K | 0.00% | +100+270.3% | Added |
| Bryn Mawr Trust Co | 139 | $14.8K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 140 | $14.9K | 0.00% | −6,800−98.0% | Reduced |
| Signaturefd, LLC | 150 | $15.9K | 0.00% | −1,388−90.2% | Reduced |
| Hurley Capital, LLC | 200 | $21.2K | 0.01% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 215 | $23.0K | 0.00% | −1,785−89.3% | Reduced |