| FNY Investment Advisers, LLC | 1 | $0 | 0.00% | +1 | New |
| Wood Tarver Financial Group, LLC | 7 | $0 | 0.00% | +7 | New |
| WestEnd Advisors, LLC | 1 | $35 | 0.00% | −1−50.0% | Reduced |
| Louisbourg Investments Inc. | 1 | $35 | 0.00% | 00.0% | Unchanged |
| FLP Wealth Management, LLC | 1 | $35 | 0.00% | +1 | New |
| Cassady Schiller Wealth Management, LLC | 2 | $69 | 0.00% | +2 | New |
| Parallax Volatility Advisers, L.P. | 3 | $104 | 0.00% | −27,395−100.0% | Reduced |
| Cape Investment Advisory, Inc. | 3 | $104 | 0.00% | +3 | New |
| NVWM, LLC | 5 | $173 | 0.00% | 00.0% | Unchanged |
| Sugar Maple Asset Management, LLC | 5 | $173 | 0.00% | +5 | New |
| Wolff Wiese Magana LLC | 5 | $174 | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 7 | $243 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 8 | $249 | 0.00% | +8 | New |
| NewSquare Capital LLC | 9 | $312 | 0.00% | +9 | New |
| Game Plan Financial Advisors, LLC | 10 | $345 | 0.00% | −48,421−100.0% | Reduced |
| Archer Investment Corp | 10 | $347 | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 10 | $347 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 10 | $347 | 0.00% | +10 | New |
| Rialto Wealth Management, LLC | 10 | $347 | 0.00% | +10 | New |
| Global Financial Private Client, LLC | 13 | $450 | 0.00% | +13 | New |
| Bogart Wealth, LLC | 14 | $485 | 0.00% | +14 | New |
| GPS Wealth Strategies Group, LLC | 15 | $520 | 0.00% | −730−98.0% | Reduced |
| Provenance Wealth Advisors, LLC | 15 | $520 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 17 | $589 | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 17 | $589 | 0.00% | +17 | New |
| Insight Financial Services | 18 | $623 | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 18 | $624 | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 25 | $867 | 0.00% | −50−66.7% | Reduced |
| WealthCollab, LLC | 25 | $867 | 0.00% | +25 | New |
| Orion Capital Management LLC | 26 | $901 | 0.00% | +26 | New |
| Park Place Capital Corp | 27 | $936 | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 33 | $1.00K | 0.00% | +33 | New |
| Cedar Wealth Management, LLC | 33 | $1.14K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 33 | $1.15K | 0.00% | −57−63.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 34 | $1.19K | 0.00% | +34 | New |
| Sound Income Strategies, LLC | 38 | $1.32K | 0.00% | −200−84.0% | Reduced |
| Whipplewood Advisors, LLC | 38 | $1.32K | 0.00% | +38 | New |
| Costello Asset Management, INC | 40 | $1.39K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 41 | $1.42K | 0.00% | +3+7.9% | Added |
| Carolinas Wealth Consulting LLC | 41 | $1.42K | 0.00% | +4+10.8% | Added |
| Beaird Harris Wealth Management, LLC | 43 | $1.49K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 45 | $1.56K | 0.00% | +45 | New |
| SJS Investment Consulting Inc. | 48 | $1.66K | 0.00% | +5+11.6% | Added |
| Bruce G. Allen Investments, LLC | 49 | $1.70K | 0.00% | +7+16.7% | Added |
| Bartlett & Co. Wealth Management LLC | 50 | $1.73K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 50 | $1.73K | 0.00% | +50 | New |
| HHM Wealth Advisors, LLC | 50 | $1.73K | 0.00% | +50 | New |
| New England Capital Financial Advisors LLC | 50 | $1.73K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 55 | $1.91K | 0.00% | +55 | New |
| Householder Group Estate & Retirement Specialist, LLC | 70 | $2.00K | 0.00% | −400−85.1% | Reduced |
| Capital Advisors, Ltd. LLC | 62 | $2.00K | 0.00% | +6+10.7% | Added |
| UMA Financial Services, Inc. | 60 | $2.08K | 0.00% | +60 | New |
| Vision Financial Markets LLC | 62 | $2.15K | 0.00% | +62 | New |
| Lowe Wealth Advisors, LLC | 63 | $2.18K | 0.00% | +63 | New |
| Cullen/Frost Bankers, Inc. | 64 | $2.22K | 0.00% | −5−7.2% | Reduced |
| Laurel Wealth Advisors LLC | 70 | $2.43K | 0.00% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 70 | $2.43K | 0.00% | +70 | New |
| Dunhill Financial, LLC | 78 | $2.70K | 0.00% | +17+27.9% | Added |
| Jackson, Grant Investment Advisers, Inc. | 82 | $2.84K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 82 | $2.84K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 83 | $2.88K | 0.00% | +83 | New |
| Fortitude Family Office, LLC | 84 | $2.91K | 0.00% | −107−56.0% | Reduced |
| Sachetta, LLC | 92 | $3.19K | 0.00% | +16+21.1% | Added |
| Adirondack Trust Co | 97 | $3.36K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 98 | $3.40K | 0.00% | +4+4.3% | Added |
| Webster Bank, N. A. | 100 | $3.46K | 0.00% | −39−28.1% | Reduced |
| Fortis Group Advisors, LLC | 100 | $3.46K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 100 | $3.46K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 100 | $3.46K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 100 | $3.46K | 0.00% | +18+22.0% | Added |
| R Squared Ltd | 100 | $3.46K | 0.00% | +100 | New |
| Flagship Wealth Advisors, LLC | 100 | $3.46K | 0.00% | +100 | New |
| Financial Life Planners | 100 | $3.47K | 0.00% | +100 | New |
| DecisionPoint Financial, LLC | 100 | $3.47K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 108 | $3.74K | 0.00% | +98+980.0% | Added |
| WPG Advisers, LLC | 117 | $4.05K | 0.00% | +117 | New |
| Kohmann Bosshard Financial Services, LLC | 118 | $4.09K | 0.00% | +118 | New |
| Pacific Center for Financial Services | 123 | $4.26K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 125 | $4.33K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 125 | $4.33K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 133 | $4.61K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 137 | $4.71K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 142 | $4.92K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 145 | $5.03K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 150 | $5.20K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 150 | $5.20K | 0.00% | +100+200.0% | Added |
| Coppell Advisory Solutions LLC | 158 | $5.43K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 160 | $5.54K | 0.00% | +160 | New |
| Sierra Ocean, LLC | 160 | $5.54K | 0.00% | +160 | New |
| GW&K Investment Management, LLC | 163 | $6.00K | 0.00% | −48−22.7% | Reduced |
| REAP Financial Group, LLC | 182 | $6.31K | 0.00% | +9+5.2% | Added |
| Pinnacle Bancorp, Inc. | 189 | $6.55K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 190 | $6.58K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 193 | $6.69K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 197 | $6.83K | 0.00% | +10+5.3% | Added |
| Millstone Evans Group, LLC | 200 | $6.93K | 0.00% | +200 | New |
| Asset Planning,Inc | 200 | $6.93K | 0.01% | +200 | New |
| Manchester Capital Management LLC | 205 | $7.10K | 0.00% | −12−5.5% | Reduced |
| AdvisorNet Financial, Inc | 211 | $7.31K | 0.00% | −40−15.9% | Reduced |
| Bokf, NA | 232 | $7.39K | 0.00% | +85+57.8% | Added |