| Avion Wealth | 2 | $0 | 0.00% | −1−33.3% | Reduced |
| ClariVest Asset Management LLC | 1 | $0 | 0.00% | +1 | New |
| Tradewinds Capital Management, LLC | 1 | $441 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $441 | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 1 | $467 | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 2 | $880 | 0.00% | +2 | New |
| Iron Horse Wealth Management, LLC | 2 | $880 | 0.00% | +2 | New |
| Hibernia Wealth Partners, LLC | 2 | $880 | 0.00% | +2 | New |
| Financial Synergies Wealth Advisors, Inc. | 2 | $881 | 0.00% | −26−92.9% | Reduced |
| Tfo-TDC, LLC | 2 | $912 | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 1 | $1.00K | 0.00% | −6,575−100.0% | Reduced |
| Harvest Fund Management Co., Ltd | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 3 | $1.32K | 0.00% | +3 | New |
| New England Capital Financial Advisors LLC | 3 | $1.32K | 0.00% | +3 | New |
| LGT Financial Advisors LLC | 3 | $1.32K | 0.00% | +3 | New |
| Raleigh Capital Management Inc. | 3 | $1.35K | 0.00% | +3 | New |
| Macroview Investment Management LLC | 4 | $1.76K | 0.00% | +4 | New |
| SRS Capital Advisors, Inc. | 5 | $2.21K | 0.00% | +4+400.0% | Added |
| Independence Bank of Kentucky | 7 | $3.08K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 7 | $3.08K | 0.00% | +7 | New |
| Syntax Research, Inc. | 7 | $3.08K | 0.00% | +7 | New |
| IAG Wealth Partners, LLC | 9 | $3.96K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 9 | $3.96K | 0.00% | +9 | New |
| Banque Cantonale Vaudoise | 8 | $4.00K | 0.00% | −105−92.9% | Reduced |
| Hallmark Capital Management Inc | 10 | $4.40K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 10 | $4.40K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 10 | $4.40K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 10 | $4.40K | 0.00% | +2+25.0% | Added |
| PSI Advisors, LLC | 10 | $4.40K | 0.00% | +10 | New |
| Hollencrest Capital Management | 10 | $4.45K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 11 | $4.84K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 12 | $5.00K | 0.00% | −20−62.5% | Reduced |
| Cornerstone Planning Group LLC | 13 | $5.72K | 0.00% | −7−35.0% | Reduced |
| Chesapeake Asset Management LLC | 15 | $6.60K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 15 | $6.60K | 0.00% | −12−44.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 15 | $6.60K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 15 | $6.60K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 8 | $6.64K | 0.32% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 15 | $6.66K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 17 | $7.00K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 17 | $7.48K | 0.00% | −13−43.3% | Reduced |
| Arlington Partners LLC | 18 | $7.92K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 18 | $7.92K | 0.00% | +18 | New |
| Abound Wealth Management | 18 | $7.94K | 0.00% | −1−5.3% | Reduced |
| JDM Financial Group LLC | 18 | $8.04K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 20 | $8.80K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 20 | $8.80K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 20 | $8.88K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 21 | $9.00K | 0.00% | +3+16.7% | Added |
| Perkins Coie Trust Co | 21 | $9.24K | 0.00% | +13+162.5% | Added |
| McIlrath & Eck, LLC | 21 | $9.42K | 0.00% | −18−46.2% | Reduced |
| HHM Wealth Advisors, LLC | 22 | $9.69K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 22 | $9.76K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 24 | $11.0K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 25 | $11.0K | 0.01% | −100−80.0% | Reduced |
| Thompson Investment Management, Inc. | 25 | $11.0K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 25 | $11.0K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 25 | $11.0K | 0.00% | +15+150.0% | Added |
| Red Tortoise LLC | 27 | $11.9K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 27 | $11.9K | 0.01% | +27 | New |
| Horrell Capital Management, Inc. | 27 | $12.0K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 28 | $12.3K | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 29 | $12.6K | 0.02% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 29 | $13.0K | 0.00% | −5−14.7% | Reduced |
| Atwood & Palmer Inc | 30 | $13.2K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 30 | $13.2K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 30 | $13.3K | 0.00% | −1−3.2% | Reduced |
| Steward Financial Group LLC | 34 | $14.0K | 0.00% | −11−24.4% | Reduced |
| Strategic Investment Solutions, Inc. | 33 | $14.2K | 0.00% | +33 | New |
| Duncker Streett & Co Inc | 34 | $15.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 35 | $15.0K | 0.00% | −5−12.5% | Reduced |
| FIL Ltd | 35 | $15.4K | 0.00% | +1+2.9% | Added |
| Versant Capital Management, Inc | 35 | $15.4K | 0.00% | +5+16.7% | Added |
| Gables Capital Management Inc. | 38 | $16.7K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 40 | $17.6K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 40 | $17.6K | 0.01% | 00.0% | Unchanged |
| One River Asset Management, LLC | 41 | $18.0K | 0.01% | +20+95.2% | Added |
| Grayhawk Investment Strategies Inc. | 41 | $18.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 41 | $18.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 42 | $18.5K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 44 | $19.0K | 0.01% | +30+214.3% | Added |
| GW&K Investment Management, LLC | 46 | $20.0K | 0.00% | +4+9.5% | Added |
| Close Asset Management Ltd | 45 | $20.0K | 0.00% | +45 | New |
| Larson Financial Group LLC | 47 | $20.7K | 0.00% | +13+38.2% | Added |
| BBJS Financial Advisors, LLC | 50 | $22.0K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 52 | $22.9K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 53 | $23.3K | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 54 | $23.8K | 0.00% | −48−47.1% | Reduced |
| Operose Advisors LLC | 54 | $23.8K | 0.01% | +54 | New |
| Roble, Belko & Company, Inc | 54 | $24.0K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 55 | $24.2K | 0.01% | +55 | New |
| Core Alternative Capital | 60 | $26.4K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 60 | $26.5K | 0.00% | +4+7.1% | Added |
| Armstrong Advisory Group, Inc | 63 | $27.7K | 0.00% | −20−24.1% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 65 | $28.6K | 0.02% | +65 | New |
| Investors Research Corp | 67 | $29.5K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 68 | $29.9K | 0.01% | −13−16.0% | Reduced |
| Archer Investment Corp | 68 | $29.9K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 70 | $30.8K | 0.00% | 00.0% | Unchanged |