| Coston, McIsaac & Partners | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 2 | $0 | 0.00% | +2 | New |
| Transamerica Financial Advisors, Inc. | 0 | $5 | 0.00% | 0 | New |
| Walleye Capital LLC | 1 | $62 | 0.00% | −555−99.8% | Reduced |
| Toth Financial Advisory Corp | 4 | $247 | 0.00% | +4 | New |
| Beaird Harris Wealth Management, LLC | 5 | $293 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 5 | $309 | 0.00% | +5 | New |
| Accordant Advisory Group Inc | 5 | $309 | 0.00% | +5 | New |
| Nemes Rush Group LLC | 6 | $370 | 0.00% | +6 | New |
| Murphy & Mullick Capital Management Corp | 6 | $371 | 0.00% | +6 | New |
| Sofos Investments, Inc. | 7 | $432 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 7 | $432 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 9 | $555 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 16 | $988 | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 30 | $1.00K | 0.00% | −12−28.6% | Reduced |
| Bayforest Capital Ltd | 17 | $1.05K | 0.00% | −5,764−99.7% | Reduced |
| SageView Advisory Group, LLC | 19 | $1.17K | 0.00% | +19 | New |
| Godfrey Financial Associates, Inc. | 19 | $1.17K | 0.00% | +19 | New |
| Basecamp Wealth Advisors LLC | 20 | $1.21K | 0.00% | +20 | New |
| Larson Financial Group LLC | 20 | $1.23K | 0.00% | +8+66.7% | Added |
| UMA Financial Services, Inc. | 20 | $1.24K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 20 | $1.24K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 21 | $1.30K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 22 | $1.36K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 23 | $1.42K | 0.00% | +23 | New |
| Addison Advisors LLC | 23 | $1.42K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 25 | $1.54K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 25 | $1.54K | 0.00% | +25 | New |
| Pittenger & Anderson Inc | 30 | $1.85K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 30 | $1.85K | 0.00% | 00.0% | Unchanged |
| Litman Gregory Asset Management LLC | 30 | $1.85K | 0.00% | +30 | New |
| Monetary Solutions, Ltd | 31 | $1.91K | 0.00% | +31 | New |
| Key Financial Inc | 32 | $1.98K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 34 | $2.10K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 38 | $2.35K | 0.00% | +38 | New |
| Kilter Group LLC | 38 | $2.35K | 0.00% | +31+442.9% | Added |
| Cedar Mountain Advisors, LLC | 39 | $2.41K | 0.00% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 39 | $2.41K | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 40 | $2.47K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 40 | $2.47K | 0.00% | +40 | New |
| Gilpin Wealth Management, LLC | 40 | $2.47K | 0.00% | +40 | New |
| American National Bank | 44 | $2.72K | 0.00% | +44 | New |
| Lodestone Wealth Management LLC | 44 | $2.72K | 0.00% | +44 | New |
| Miller Wealth Advisors, LLC | 45 | $2.78K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 46 | $2.84K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 49 | $3.02K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 49 | $3.02K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 50 | $3.09K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 51 | $3.15K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 51 | $3.22K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 59 | $3.64K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 57 | $3.78K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 64 | $3.98K | 0.00% | +64 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 65 | $4.01K | 0.00% | +65 | New |
| Zions Bancorporation, National Association | 65 | $4.01K | 0.00% | +20+44.4% | Added |
| Acumen Wealth Advisors, LLC | 68 | $4.24K | 0.00% | +68 | New |
| Golden State Wealth Management, LLC | 71 | $4.38K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 77 | $4.75K | 0.00% | +77 | New |
| WealthCollab, LLC | 79 | $4.88K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 80 | $4.95K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 85 | $5.25K | 0.00% | +85 | New |
| Garner Asset Management Corp | 90 | $5.55K | 0.00% | +90 | New |
| Strengthening Families & Communities, LLC | 90 | $5.58K | 0.00% | +1+1.1% | Added |
| Country Trust Bank | 95 | $5.86K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 96 | $5.93K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 100 | $6.00K | 0.00% | +100 | New |
| Atlas Capital Advisors LLC | 98 | $6.05K | 0.00% | +98 | New |
| TD Capital Management LLC | 100 | $6.17K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 100 | $6.17K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 100 | $6.17K | 0.00% | +100 | New |
| Barrett & Company, Inc. | 101 | $6.22K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 89 | $6.37K | 0.00% | −3,640−97.6% | Reduced |
| General Partner, Inc. | 107 | $6.60K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 116 | $7.16K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 119 | $7.46K | 0.00% | +20+20.2% | Added |
| JNBA Financial Advisors | 127 | $7.84K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 130 | $8.04K | 0.00% | +57+78.1% | Added |
| Fifth Third Bancorp | 140 | $8.64K | 0.00% | −95−40.4% | Reduced |
| Hara Capital LLC | 140 | $8.64K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 141 | $8.70K | 0.00% | −2,337−94.3% | Reduced |
| Boreal Capital Management LLC | 144 | $8.98K | 0.01% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 147 | $9.07K | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 166 | $10.3K | 0.01% | +166 | New |
| Signature Equity Partners, LLC | 175 | $10.8K | 0.01% | +175 | New |
| MB, Levis & Associates, LLC | 187 | $11.5K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 198 | $12.2K | 0.00% | +40+25.3% | Added |
| Trust Co of Vermont | 200 | $12.3K | 0.00% | −600−75.0% | Reduced |
| Nisa Investment Advisors, LLC | 220 | $13.6K | 0.00% | +37+20.2% | Added |
| CoreCap Advisors, LLC | 234 | $14.4K | 0.00% | 00.0% | Unchanged |
| Sankala Group LLC | 201 | $15.1K | 0.01% | +201 | New |
| Flagship Harbor Advisors, LLC | 250 | $15.4K | 0.00% | +250 | New |
| Wealth Preservation Advisors, LLC | 263 | $16.2K | 0.01% | 00.0% | Unchanged |
| Alerus Financial NA | 288 | $17.8K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 300 | $18.5K | 0.01% | 00.0% | Unchanged |
| Swiss Re Ltd | 300 | $18.5K | 0.00% | +300 | New |
| Private Trust Co NA | 314 | $19.4K | 0.00% | +37+13.4% | Added |
| LOM Asset Management Ltd | 230 | $19.5K | 0.01% | +230 | New |
| Central Trust Co | 324 | $20.0K | 0.00% | −97−23.0% | Reduced |
| Creative Financial Designs Inc | 336 | $20.7K | 0.00% | 00.0% | Unchanged |