| Avion Wealth | 2 | $0 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $322 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 1 | $322 | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 1 | $322 | 0.00% | +1 | New |
| NVWM, LLC | 1 | $322 | 0.00% | +1 | New |
| Principia Wealth Advisory, LLC | 1 | $322 | 0.00% | +1 | New |
| TopTier Wealth Management, LLC | 1 | $322 | 0.00% | +1 | New |
| Signature Equity Partners, LLC | 2 | $643 | 0.00% | −61−96.8% | Reduced |
| Horizon Investments, LLC | 2 | $643 | 0.00% | +1+100.0% | Added |
| Curio Wealth, LLC | 2 | $643 | 0.00% | +2 | New |
| Hughes Financial Services, LLC | 2 | $643 | 0.00% | +2 | New |
| Seneschal Advisors, LLC | 2 | $644 | 0.00% | +1+100.0% | Added |
| Financial Consulate, Inc | 2 | $644 | 0.00% | +2 | New |
| Frazier Financial Advisors, LLC | 2 | $644 | 0.00% | +2 | New |
| 3 Factor Indexing, LLC | 2 | $644 | 0.00% | +2 | New |
| Bruce G. Allen Investments, LLC | 3 | $965 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 3 | $965 | 0.00% | +1+50.0% | Added |
| CoreCap Advisors, LLC | 5 | $1.61K | 0.00% | −1−16.7% | Reduced |
| Sawyer & Company, Inc | 5 | $1.61K | 0.00% | +5 | New |
| HFM Investment Advisors, LLC | 6 | $1.93K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 6 | $1.93K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 6 | $1.93K | 0.00% | +6 | New |
| MCF Advisors LLC | 6 | $1.93K | 0.00% | +6 | New |
| Dunhill Financial, LLC | 6 | $2.01K | 0.00% | +5+500.0% | Added |
| Marquette Asset Management, LLC | 7 | $2.25K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 9 | $2.90K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 9 | $2.90K | 0.00% | +2+28.6% | Added |
| Cromwell Holdings LLC | 9 | $2.90K | 0.00% | +3+50.0% | Added |
| TD Private Client Wealth LLC | 9 | $2.90K | 0.00% | +4+80.0% | Added |
| Anchor Investment Management, LLC | 10 | $3.22K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 10 | $3.22K | 0.00% | +4+66.7% | Added |
| Bare Financial Services, Inc | 11 | $3.54K | 0.00% | +4+57.1% | Added |
| Investors Portfolio Services LLC | 9 | $3.78K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 13 | $4.18K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 13 | $4.18K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 13 | $4.18K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 14 | $4.50K | 0.00% | −3−17.6% | Reduced |
| Wolff Wiese Magana LLC | 14 | $4.50K | 0.00% | +14 | New |
| Cornerstone Planning Group LLC | 11 | $4.81K | 0.00% | +7+175.0% | Added |
| Bay Harbor Wealth Management, LLC | 15 | $4.83K | 0.00% | +6+66.7% | Added |
| Raffa Wealth Management, LLC | 17 | $5.47K | 0.00% | +2+13.3% | Added |
| DiNuzzo Private Wealth, Inc. | 19 | $6.11K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 19 | $6.11K | 0.00% | +5+35.7% | Added |
| Ancora Advisors, LLC | 20 | $6.43K | 0.00% | +20 | New |
| Ares Financial Consulting, LLC | 21 | $7.01K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 22 | $7.08K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 22 | $7.08K | 0.00% | +7+46.7% | Added |
| Toth Financial Advisory Corp | 24 | $7.72K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 25 | $8.04K | 0.00% | −5−16.7% | Reduced |
| Nvest Wealth Strategies, Inc. | 25 | $8.04K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 25 | $8.04K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 25 | $8.04K | 0.00% | +6+31.6% | Added |
| Aventura Private Wealth, LLC | 25 | $8.04K | 0.00% | +25 | New |
| Atlantic Trust, LLC | 28 | $9.01K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 31 | $9.97K | 0.01% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 31 | $9.97K | 0.01% | +30+3,000.0% | Added |
| Trust Co of Toledo NA | 32 | $10.3K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 32 | $10.3K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 33 | $10.6K | 0.00% | −25−43.1% | Reduced |
| Chilton Capital Management LLC | 33 | $10.6K | 0.00% | +33 | New |
| Central Trust Co | 34 | $10.9K | 0.00% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 35 | $11.3K | 0.01% | +35 | New |
| Harbor Investment Advisory, LLC | 36 | $11.6K | 0.00% | −70−66.0% | Reduced |
| Strengthening Families & Communities, LLC | 36 | $11.6K | 0.00% | +36 | New |
| Westside Investment Management, Inc. | 35 | $11.8K | 0.00% | +35 | New |
| Strategic Wealth Partners, Ltd. | 37 | $11.9K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 37 | $11.9K | 0.00% | +37 | New |
| Eastern Bank | 38 | $12.2K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 40 | $12.9K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 41 | $13.2K | 0.00% | +41 | New |
| Colonial Trust Co | 42 | $13.5K | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 45 | $14.5K | 0.01% | 00.0% | Unchanged |
| IFG Advisory, LLC | 48 | $15.4K | 0.04% | +48 | New |
| First Horizon Corp | 54 | $17.4K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 54 | $17.4K | 0.00% | +1+1.9% | Added |
| Bogart Wealth, LLC | 55 | $17.7K | 0.00% | +2+3.8% | Added |
| Manchester Capital Management LLC | 58 | $18.7K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 61 | $19.6K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 69 | $22.2K | 0.00% | +5+7.8% | Added |
| Fortitude Family Office, LLC | 71 | $22.8K | 0.01% | +47+195.8% | Added |
| Key Financial Inc | 75 | $24.1K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 76 | $24.5K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 76 | $24.5K | 0.00% | +76 | New |
| Bell Investment Advisors, Inc | 76 | $24.5K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 79 | $25.4K | 0.01% | −25−24.0% | Reduced |
| Peregrine Capital Management LLC | 80 | $25.7K | 0.00% | −70−46.7% | Reduced |
| Parkside Financial Bank & Trust | 80 | $25.7K | 0.00% | −13−14.0% | Reduced |
| Golden State Equity Partners | 93 | $29.9K | 0.00% | +93 | New |
| Accent Capital Management, LLC | 94 | $30.2K | 0.01% | +24+34.3% | Added |
| Zions Bancorporation, National Association | 95 | $30.6K | 0.00% | +25+35.7% | Added |
| Larson Financial Group LLC | 96 | $30.9K | 0.00% | +43+81.1% | Added |
| Basecamp Wealth Advisors LLC | 97 | $31.2K | 0.01% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 145 | $31.5K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 99 | $31.9K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 100 | $32.2K | 0.00% | +40+66.7% | Added |
| Mather Group, LLC. | 100 | $32.2K | 0.00% | +100 | New |
| Massmutual Trust Co FSB | 103 | $33.1K | 0.00% | +24+30.4% | Added |
| RWM Asset Management, LLC | 105 | $33.8K | 0.00% | +105 | New |
| Owl Creek Wealth Partners LLC | 105 | $33.8K | 0.01% | +105 | New |
| Leonteq Securities AG | 106 | $34.1K | 0.00% | −277−72.3% | Reduced |