| Dogwood Wealth Management LLC | 0 | $4 | 0.00% | 0 | Unchanged |
| Avion Wealth | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1 | $1.00K | 0.00% | +1 | New |
| Strengthening Families & Communities, LLC | 1 | $1.00K | 0.00% | +1 | New |
| Cornerstone Planning Group LLC | 1 | $1.38K | 0.00% | −1−50.0% | Reduced |
| Global Financial Private Client, LLC | 1 | $1.40K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1 | $1.40K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 1 | $1.40K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 1 | $1.40K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 1 | $1.40K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $1.40K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1 | $1.40K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 1 | $1.40K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 1 | $1.40K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 1 | $1.40K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 1 | $1.40K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 1 | $1.40K | 0.00% | +1 | New |
| Wolff Wiese Magana LLC | 1 | $1.40K | 0.00% | +1 | New |
| Valley National Advisers Inc | 2 | $2.00K | 0.00% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 2 | $2.66K | 0.00% | +2 | New |
| West Paces Advisors Inc. | 2 | $2.79K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 2 | $2.80K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2 | $2.80K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 2 | $2.80K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 2 | $2.80K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 2 | $2.80K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 2 | $2.80K | 0.00% | +2 | New |
| ClariVest Asset Management LLC | 2 | $2.81K | 0.00% | −1−33.3% | Reduced |
| Dunhill Financial, LLC | 2 | $3.33K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 3 | $3.99K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 3 | $4.19K | 0.00% | −1−25.0% | Reduced |
| Altshuler Shaham Ltd | 3 | $4.19K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3 | $4.19K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 3 | $4.19K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 3 | $4.19K | 0.00% | +3 | New |
| Opal Wealth Advisors, LLC | 3 | $4.19K | 0.00% | +3 | New |
| Cullen/Frost Bankers, Inc. | 4 | $5.59K | 0.00% | +4 | New |
| Ashton Thomas Private Wealth, LLC | 4 | $5.59K | 0.00% | +4 | New |
| TFC Financial Management | 4 | $5.59K | 0.00% | −4−50.0% | Reduced |
| Abound Wealth Management | 4 | $5.59K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 5 | $6.99K | 0.00% | −1−16.7% | Reduced |
| Pacific Center for Financial Services | 5 | $6.99K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 5 | $6.99K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 5 | $6.99K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $6.99K | 0.00% | +2+66.7% | Added |
| Sachetta, LLC | 5 | $7.55K | 0.00% | +3+150.0% | Added |
| Exchange Traded Concepts, LLC | 6 | $8.39K | 0.00% | −231−97.5% | Reduced |
| AdvisorNet Financial, Inc | 6 | $8.39K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 6 | $8.39K | 0.00% | +2+50.0% | Added |
| Hobbs Group Advisors, LLC | 6 | $8.39K | 0.00% | +6 | New |
| Ronald Blue Trust, Inc. | 7 | $9.32K | 0.00% | +3+75.0% | Added |
| Meeder Asset Management Inc | 7 | $9.78K | 0.00% | −1−12.5% | Reduced |
| Silicon Valley Capital Partners | 7 | $9.78K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 7 | $9.78K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 7 | $9.78K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 7 | $9.78K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 7 | $9.78K | 0.00% | +1+16.7% | Added |
| MCF Advisors LLC | 7 | $9.78K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 7 | $10.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 7 | $10.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 8 | $11.2K | 0.00% | +3+60.0% | Added |
| Chilton Capital Management LLC | 8 | $11.2K | 0.00% | +6+300.0% | Added |
| Proequities, Inc. | 9 | $12.6K | 0.00% | −43−82.7% | Reduced |
| Key Financial Inc | 10 | $14.0K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 10 | $14.0K | 0.01% | +10 | New |
| Raleigh Capital Management Inc. | 11 | $15.4K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 11 | $15.4K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 11 | $15.4K | 0.03% | 00.0% | Unchanged |
| Operose Advisors LLC | 12 | $16.8K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 12 | $16.8K | 0.00% | +12 | New |
| Covestor Ltd | 12 | $17.0K | 0.01% | 00.0% | Unchanged |
| Davis Capital Management | 14 | $19.1K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 15 | $21.0K | 0.00% | −1−6.3% | Reduced |
| Zions Bancorporation, N.A. | 15 | $21.0K | 0.00% | +1+7.1% | Added |
| Front Row Advisors LLC | 17 | $23.8K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 17 | $23.8K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 17 | $23.8K | 0.00% | 00.0% | Unchanged |
| Family Firm, Inc. | 18 | $25.2K | 0.01% | +18 | New |
| Rise Advisors, LLC | 19 | $26.6K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20 | $28.0K | 0.00% | −85−81.0% | Reduced |
| Ancora Advisors, LLC | 20 | $28.0K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 20 | $28.0K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 21 | $29.4K | 0.01% | +7+50.0% | Added |
| MV Capital Management, Inc. | 22 | $30.7K | 0.00% | +1+4.8% | Added |
| CVA Family Office, LLC | 24 | $33.5K | 0.01% | +2+9.1% | Added |
| Parkside Financial Bank & Trust | 24 | $33.5K | 0.01% | +1+4.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 25 | $34.9K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 25 | $34.9K | 0.00% | +25 | New |
| Whittier Trust Co of Nevada Inc | 30 | $41.9K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 30 | $41.9K | 0.00% | −17−36.2% | Reduced |
| Rothschild Investment LLC | 30 | $41.9K | 0.00% | +9+42.9% | Added |
| Itau Unibanco Holding S.A. | 30 | $41.9K | 0.00% | +30 | New |
| Crewe Advisors LLC | 31 | $43.3K | 0.00% | +22+244.4% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 35 | $48.9K | 0.02% | +35 | New |
| Geo Capital Gestora de Recursos Ltd | 36 | $50.0K | 0.05% | −11−23.4% | Reduced |
| SRS Capital Advisors, Inc. | 36 | $50.3K | 0.00% | +17+89.5% | Added |
| Bellevue Group AG | 40 | $55.9K | 0.00% | +7+21.2% | Added |
| Mather Group, LLC. | 44 | $58.6K | 0.00% | +18+69.2% | Added |
| TD Private Client Wealth LLC | 42 | $58.7K | 0.00% | −22−34.4% | Reduced |
| Huntington National Bank | 45 | $62.9K | 0.00% | +5+12.5% | Added |