| Cutler Group LP | 2 | $0 | 0.00% | −419−99.5% | Reduced |
| Avion Wealth | 8 | $0 | 0.00% | +8 | New |
| Silicon Valley Capital Partners | 1 | $37 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 1 | $64 | 0.00% | −399−99.8% | Reduced |
| WestEnd Advisors, LLC | – | $64 | 0.00% | – | – |
| Tfo-TDC, LLC | 2 | $128 | 0.00% | +1+100.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2 | $128 | 0.00% | +2 | New |
| Sofos Investments, Inc. | 64 | $146 | 0.01% | +64 | New |
| True Wealth Design, LLC | 3 | $192 | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 4 | $255 | 0.00% | −69,984−100.0% | Reduced |
| Proequities, Inc. | 4 | $255 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 9 | $575 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 10 | $639 | 0.00% | +10 | New |
| SRS Capital Advisors, Inc. | 12 | $767 | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 15 | $958 | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 15 | $958 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 15 | $958 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 15 | $958 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 12 | $1.00K | 0.00% | −247−95.4% | Reduced |
| Financial Management Professionals, Inc. | 20 | $1.00K | 0.00% | +20 | New |
| Key Financial Inc | 17 | $1.08K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 17 | $1.09K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 20 | $1.25K | 0.00% | +1+5.3% | Added |
| Moisand Fitzgerald Tamayo, LLC | 22 | $1.41K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 24 | $1.53K | 0.00% | +10+71.4% | Added |
| SJS Investment Consulting Inc. | 26 | $1.66K | 0.00% | +1+4.0% | Added |
| Arlington Partners LLC | 27 | $1.72K | 0.00% | +27 | New |
| Park Place Capital Corp | 30 | $1.92K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 30 | $1.92K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 32 | $2.04K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 35 | $2.23K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 41 | $2.62K | 0.00% | +30+272.7% | Added |
| Sittner & Nelson, LLC | 42 | $2.68K | 0.00% | −62−59.6% | Reduced |
| Schubert & Co | 42 | $2.68K | 0.00% | +8+23.5% | Added |
| JJJ Advisors Inc. | 43 | $2.88K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 45 | $2.93K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 46 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 50 | $3.19K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 56 | $3.58K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 68 | $4.00K | 0.00% | +50+277.8% | Added |
| Harbor Investment Advisory, LLC | 66 | $4.21K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 70 | $4.47K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 70 | $4.47K | 0.00% | +9+14.8% | Added |
| Oliver Lagore Vanvalin Investment Group | 72 | $4.60K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 75 | $4.79K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 76 | $4.85K | 0.00% | −43−36.1% | Reduced |
| Sutton Wealth Advisors Inc. | 76 | $4.85K | 0.00% | −5−6.2% | Reduced |
| Bogart Wealth, LLC | 80 | $5.11K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 89 | $5.68K | 0.00% | +29+48.3% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 94 | $6.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 98 | $6.24K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 100 | $6.38K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 100 | $6.38K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 100 | $6.38K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 110 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 106 | $7.00K | 0.00% | −9−7.8% | Reduced |
| North Star Investment Management Corp. | 112 | $7.15K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 112 | $7.15K | 0.00% | −11−8.9% | Reduced |
| Jones Financial Companies LLLP | 114 | $7.28K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 118 | $7.54K | 0.00% | +1+0.9% | Added |
| Trust Co of Vermont | 124 | $7.92K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 130 | $8.30K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 138 | $8.81K | 0.00% | −7−4.8% | Reduced |
| Raffa Wealth Management, LLC | 140 | $8.94K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 147 | $9.39K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 148 | $9.45K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 150 | $9.58K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 166 | $10.6K | 0.00% | −45−21.3% | Reduced |
| Private Trust Co NA | 174 | $11.1K | 0.00% | +9+5.5% | Added |
| Atwood & Palmer Inc | 175 | $11.2K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 175 | $11.2K | 0.00% | +175 | New |
| Umb Bank N A | 181 | $11.6K | 0.00% | −8−4.2% | Reduced |
| Riverview Trust Co | 185 | $11.8K | 0.01% | 00.0% | Unchanged |
| Distillate Capital Partners LLC | 186 | $11.9K | 3.23% | +32+20.8% | Added |
| Loomis Sayles & Co L P | 190 | $12.0K | 0.00% | +190 | New |
| First Horizon Advisors, Inc. | 196 | $12.5K | 0.00% | −17−8.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 197 | $12.6K | 0.00% | +12+6.5% | Added |
| Colonial Trust Advisors | 200 | $12.8K | 0.00% | −2−1.0% | Reduced |
| Endurance Wealth Management, Inc. | 200 | $13.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 206 | $13.2K | 0.00% | −2−1.0% | Reduced |
| Harbour Investments, Inc. | 212 | $13.5K | 0.00% | +5+2.4% | Added |
| Hexagon Capital Partners LLC | 214 | $13.7K | 0.00% | +125+140.4% | Added |
| AdvisorNet Financial, Inc | 219 | $14.0K | 0.00% | +26+13.5% | Added |
| Smithfield Trust Co | 215 | $14.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 245 | $15.6K | 0.00% | +245 | New |
| Newbridge Financial Services Group, Inc. | 250 | $15.9K | 0.01% | +250 | New |
| Belpointe Asset Management LLC | 260 | $16.6K | 0.00% | −53−16.9% | Reduced |
| Geneos Wealth Management Inc. | 300 | $19.2K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 300 | $19.2K | 0.00% | +300 | New |
| Venturi Wealth Management, LLC | 312 | $19.9K | 0.00% | +312 | New |
| Glassman Wealth Services | 317 | $20.2K | 0.00% | −56−15.0% | Reduced |
| Parkside Financial Bank & Trust | 323 | $20.6K | 0.01% | −94−22.5% | Reduced |
| American National Bank | 343 | $21.9K | 0.00% | −370−51.9% | Reduced |
| BDO Wealth Advisors, LLC | 360 | $23.0K | 0.00% | +3+0.8% | Added |
| Resurgent Financial Advisors LLC | 389 | $24.8K | 0.02% | −1−0.3% | Reduced |
| Stonebridge Capital Advisors LLC | 389 | $24.8K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 400 | $25.5K | 0.00% | 00.0% | Unchanged |