| Creekmur Asset Management LLC | 0 | $19 | 0.00% | 0 | Unchanged |
| USA Financial Portformulas Corp | 1 | $36 | 0.00% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 1 | $73 | 0.00% | −167,760−100.0% | Reduced |
| High Note Wealth, LLC | 2 | $146 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 4 | $292 | 0.00% | −2−33.3% | Reduced |
| Private Wealth Asset Management, LLC | 4 | $292 | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 4 | $292 | 0.00% | +4 | New |
| Davis Capital Management | 4 | $292 | 0.00% | +4 | New |
| Caitlin John, LLC | 4 | $292 | 0.00% | +4 | New |
| WPG Advisers, LLC | 5 | $365 | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 5 | $365 | 0.00% | +5 | New |
| Binnacle Investments Inc | 6 | $438 | 0.00% | −34−85.0% | Reduced |
| CBIZ Investment Advisory Services, LLC | 6 | $438 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 6 | $438 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 6 | $438 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 6 | $438 | 0.00% | +6 | New |
| American Capital Advisory, LLC | 8 | $584 | 0.00% | +1+14.3% | Added |
| Seneschal Advisors, LLC | 8 | $584 | 0.00% | +8 | New |
| Activest Wealth Management | 9 | $672 | 0.00% | −106−92.2% | Reduced |
| Hager Investment Management Services, LLC | 10 | $730 | 0.00% | −45−81.8% | Reduced |
| HFM Investment Advisors, LLC | 11 | $803 | 0.00% | −3−21.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 12 | $875 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 12 | $876 | 0.00% | −16,320−99.9% | Reduced |
| Rialto Wealth Management, LLC | 12 | $876 | 0.00% | +4+50.0% | Added |
| Raleigh Capital Management Inc. | 12 | $888 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 25 | $922 | 0.00% | +23+1,150.0% | Added |
| Dogwood Wealth Management LLC | 13 | $949 | 0.00% | −55−80.9% | Reduced |
| Brown, Lisle/Cummings, Inc. | 13 | $949 | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 13 | $949 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 15 | $1.02K | 0.00% | +9+150.0% | Added |
| Core Alternative Capital | 14 | $1.02K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 14 | $1.02K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 14 | $1.03K | 0.00% | −2−12.5% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 15 | $1.09K | 0.00% | +15 | New |
| Wealth Watch Advisors, INC | 16 | $1.17K | 0.00% | +16 | New |
| Principia Wealth Advisory, LLC | 18 | $1.31K | 0.00% | +11+157.1% | Added |
| Aspect Partners, LLC | 23 | $1.68K | 0.00% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 23 | $1.68K | 0.00% | +23 | New |
| C M Bidwell & Associates Ltd | 24 | $1.75K | 0.00% | +24 | New |
| Trifecta Capital Advisors, LLC | 24 | $1.75K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 26 | $1.90K | 0.00% | +26 | New |
| Holos Integrated Wealth LLC | 32 | $2.21K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 33 | $2.41K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 33 | $2.41K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 34 | $2.48K | 0.00% | +34 | New |
| Bay Harbor Wealth Management, LLC | 35 | $2.55K | 0.00% | +5+16.7% | Added |
| Bare Financial Services, Inc | 35 | $2.55K | 0.00% | −12−25.5% | Reduced |
| Millstone Evans Group, LLC | 35 | $2.55K | 0.00% | +35 | New |
| Frazier Financial Advisors, LLC | 37 | $2.70K | 0.00% | 00.0% | Unchanged |
| Pandora Wealth, Inc. | 43 | $3.14K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 44 | $3.21K | 0.00% | +44 | New |
| Tripletail Wealth Management, LLC | 45 | $3.27K | 0.00% | +45 | New |
| Horizon Financial Services, LLC | 45 | $3.28K | 0.00% | +41+1,025.0% | Added |
| Medallion Wealth Advisors, LLC | 47 | $3.43K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 50 | $3.82K | 0.00% | −3−5.7% | Reduced |
| Pineridge Advisors LLC | 55 | $4.01K | 0.00% | −24−30.4% | Reduced |
| TFC Financial Management | 55 | $4.03K | 0.00% | +19+52.8% | Added |
| Cetera Trust Company, N.A | 56 | $4.09K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 59 | $4.30K | 0.00% | +15+34.1% | Added |
| Ossiam | 60 | $4.38K | 0.00% | −18,286−99.7% | Reduced |
| Concord Wealth Partners | 60 | $4.38K | 0.00% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 66 | $4.82K | 0.02% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 73 | $5.33K | 0.00% | +73 | New |
| First Community Trust NA | 75 | $5.47K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 76 | $5.55K | 0.01% | −80−51.3% | Reduced |
| Prestige Wealth Management Group LLC | 76 | $5.55K | 0.00% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 95 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 83 | $6.06K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 83 | $6.06K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 87 | $6.35K | 0.00% | +87 | New |
| Redwood Park Advisors LLC | 95 | $6.95K | 0.01% | +1+1.1% | Added |
| Beutel, Goodman & Co Ltd. | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 100 | $7.30K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 100 | $7.30K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 100 | $7.30K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 102 | $7.41K | 0.00% | +2+2.0% | Added |
| Birchbrook, Inc. | 107 | $7.81K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 109 | $7.94K | 0.00% | +6+5.8% | Added |
| Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. | 110 | $8.03K | 0.02% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 110 | $8.03K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 111 | $8.08K | 0.00% | +2+1.8% | Added |
| IAG Wealth Partners, LLC | 112 | $8.17K | 0.00% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 500 | $8.25K | 0.01% | +387+342.5% | Added |
| St. Johns Investment Management Company, LLC | 121 | $8.83K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 128 | $9.34K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 133 | $9.71K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 134 | $9.81K | 0.02% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 135 | $9.85K | 0.01% | +1+0.7% | Added |
| Clark Wealth Partners | 136 | $10.0K | 0.01% | +105+338.7% | Added |
| Main Street Group, LTD | 138 | $10.1K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 139 | $10.1K | 0.00% | +2+1.5% | Added |
| Valued Wealth Advisors LLC | 140 | $10.2K | 0.00% | −19−11.9% | Reduced |
| First Command Advisory Services, Inc. | 147 | $10.7K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 148 | $11.0K | 0.00% | +1+0.7% | Added |
| Insight Financial Services | 155 | $11.3K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 160 | $11.7K | 0.01% | +160 | New |
| FSA Wealth Management LLC | 166 | $12.1K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 167 | $12.2K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 183 | $13.4K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 186 | $13.6K | 0.01% | +6+3.3% | Added |