| Avion Wealth | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $125 | 0.00% | +1 | New |
| Signature Equity Partners, LLC | 1 | $244 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 2 | $487 | 0.00% | +1+100.0% | Added |
| Gilpin Wealth Management, LLC | 2 | $488 | 0.00% | +2 | New |
| UMA Financial Services, Inc. | 3 | $731 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 3 | $731 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $731 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $731 | 0.00% | +2+200.0% | Added |
| Rossby Financial, LCC | 3 | $731 | 0.00% | +3 | New |
| Cornerstone Financial Management LLC | 3 | $731 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 5 | $1.22K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 5 | $1.22K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 7 | $1.71K | 0.00% | −98−93.3% | Reduced |
| Ankerstar Wealth, LLC | 7 | $1.71K | 0.00% | +7 | New |
| Fortitude Family Office, LLC | 8 | $1.95K | 0.00% | −2−20.0% | Reduced |
| Private Wealth Management Group, LLC | 8 | $1.95K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 8 | $1.95K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 8 | $1.95K | 0.00% | +8 | New |
| Montag A & Associates Inc | 8 | $2.06K | 0.00% | +2+33.3% | Added |
| Tompkins Financial Corp | 9 | $2.19K | 0.00% | +9 | New |
| Entrust Financial LLC | 10 | $2.44K | 0.00% | +10 | New |
| First Command Advisory Services, Inc. | 11 | $2.68K | 0.00% | +11 | New |
| Financial Network Wealth Advisors LLC | 11 | $2.69K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 12 | $2.92K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 12 | $2.92K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 12 | $2.92K | 0.00% | +12 | New |
| Elyxium Wealth, LLC | 13 | $3.17K | 0.00% | +13 | New |
| Essential Partners LLC | 14 | $3.41K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 15 | $3.65K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 15 | $3.66K | 0.00% | +14+1,400.0% | Added |
| AdvisorNet Financial, Inc | 16 | $3.90K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 18 | $4.38K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 18 | $4.38K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 19 | $4.63K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 20 | $4.87K | 0.00% | +11+122.2% | Added |
| Ares Financial Consulting, LLC | 21 | $5.12K | 0.00% | +21 | New |
| Los Angeles Capital Management LLC | 25 | $5.21K | 0.00% | +25 | New |
| Vermillion & White Wealth Management Group, LLC | 22 | $5.36K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 22 | $5.36K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 28 | $6.82K | 0.00% | +28 | New |
| PFS Partners, LLC | 28 | $6.84K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 31 | $7.55K | 0.00% | +6+24.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 31 | $7.55K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 32 | $7.79K | 0.00% | +13+68.4% | Added |
| Basecamp Wealth Advisors LLC | 35 | $8.52K | 0.00% | +35 | New |
| ORG Partners LLC | 36 | $8.77K | 0.00% | +12+50.0% | Added |
| Bare Financial Services, Inc | 36 | $8.77K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 39 | $9.00K | 0.00% | +30+333.3% | Added |
| Hillsdale Investment Management Inc. | 40 | $9.74K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 40 | $9.74K | 0.00% | +40 | New |
| Rothschild Investment LLC | 42 | $10.2K | 0.00% | +2+5.0% | Added |
| Accent Capital Management, LLC | 46 | $11.2K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 47 | $11.4K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 47 | $11.4K | 0.00% | +46+4,600.0% | Added |
| SRS Capital Advisors, Inc. | 54 | $13.2K | 0.00% | −79−59.4% | Reduced |
| Ameriflex Group, Inc. | 60 | $14.6K | 0.01% | −60−50.0% | Reduced |
| Wolff Wiese Magana LLC | 61 | $14.9K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 64 | $18.6K | 0.00% | +64 | New |
| Parallel Advisors, LLC | 84 | $20.5K | 0.00% | +1+1.2% | Added |
| Signaturefd, LLC | 94 | $22.9K | 0.00% | +4+4.4% | Added |
| Central Trust Co | 97 | $23.6K | 0.00% | +3+3.2% | Added |
| Caitong International Asset Management Co., Ltd | 98 | $23.9K | 0.01% | +98 | New |
| Northwestern Mutual Wealth Management Co | 98 | $23.9K | 0.00% | +19+24.1% | Added |
| Wellington-Altus USA Inc. | 100 | $24.4K | 0.02% | +100 | New |
| Massmutual Trust Co FSB | 101 | $24.6K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 102 | $24.8K | 0.00% | +19+22.9% | Added |
| Kemnay Advisory Services Inc. | 103 | $25.1K | 0.00% | +103 | New |
| Harbor Capital Advisors, Inc. | 110 | $27.0K | 0.00% | −2−1.8% | Reduced |
| Parkside Financial Bank & Trust | 114 | $27.8K | 0.00% | +11+10.7% | Added |
| Torren Management, LLC | 122 | $29.7K | 0.02% | +122 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 142 | $34.6K | 0.01% | +142 | New |
| Flagship Harbor Advisors, LLC | 160 | $39.0K | 0.00% | +160 | New |
| Umb Bank N A | 167 | $40.7K | 0.00% | +12+7.7% | Added |
| Measured Wealth Private Client Group, LLC | 173 | $42.1K | 0.01% | +64+58.7% | Added |
| Nomura Asset Management Co Ltd | 180 | $43.8K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 181 | $44.1K | 0.00% | +13+7.7% | Added |
| Monetary Management Group Inc | 200 | $48.7K | 0.01% | 00.0% | Unchanged |
| Essential Investment Partners LLC | 204 | $49.7K | 0.05% | +204 | New |
| EverSource Wealth Advisors, LLC | 209 | $50.9K | 0.00% | +12+6.1% | Added |
| Allworth Financial LP | 211 | $51.3K | 0.00% | +12+6.0% | Added |
| Covestor Ltd | 214 | $52.0K | 0.03% | 00.0% | Unchanged |
| Crewe Advisors LLC | 250 | $60.9K | 0.01% | +7+2.9% | Added |
| Salomon & Ludwin, LLC | 243 | $61.4K | 0.01% | +89+57.8% | Added |
| Wellington Grp LLC | 297 | $72.3K | 0.02% | +297 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 300 | $73.1K | 0.02% | +110+57.9% | Added |
| Tradewinds Capital Management, LLC | 337 | $82.1K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 385 | $93.8K | 0.01% | +11+2.9% | Added |
| Farther Finance Advisors, LLC | 399 | $97.2K | 0.00% | +151+60.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 451 | $110.0K | 0.00% | +451 | New |
| Parvin Asset Management, LLC | 462 | $112.5K | 0.09% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 468 | $114.0K | 0.02% | −96−17.0% | Reduced |
| Kestra Advisory Services, LLC | 485 | $118.1K | 0.00% | +485 | New |
| Exchange Traded Concepts, LLC | 515 | $125.4K | 0.00% | +515 | New |
| Horizon Investments, LLC | 515 | $125.4K | 0.00% | +515 | New |
| Jones Financial Companies LLLP | 537 | $130.8K | 0.00% | +14+2.7% | Added |
| Danske Bank A/S | 567 | $138.1K | 0.00% | +567 | New |
| Smartleaf Asset Management LLC | 616 | $151.7K | 0.01% | +113+22.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 701 | $170.7K | 0.02% | +701 | New |
| Archer Investment Corp | 808 | $196.8K | 0.04% | +193+31.4% | Added |