| Ogorek Anthony Joseph | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 1 | $0 | 0.00% | +1 | New |
| Clean Yield Group | 0 | $77 | 0.00% | −25−100.0% | Reduced |
| Addison Advisors LLC | 1 | $157 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1 | $231 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 1 | $231 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $231 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1 | $232 | 0.00% | −7−87.5% | Reduced |
| American Capital Advisory, LLC | 1 | $232 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 1 | $232 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $414 | 0.00% | −12−92.3% | Reduced |
| Strengthening Families & Communities, LLC | 2 | $463 | 0.00% | −90−97.8% | Reduced |
| NVWM, LLC | 2 | $463 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 2 | $463 | 0.00% | +2 | New |
| Bare Financial Services, Inc | 2 | $463 | 0.00% | +2 | New |
| Rialto Wealth Management, LLC | 2 | $463 | 0.00% | +2 | New |
| Clark Wealth Partners | 2 | $463 | 0.00% | +2 | New |
| Principia Wealth Advisory, LLC | 3 | $694 | 0.00% | +1+50.0% | Added |
| HFM Investment Advisors, LLC | 3 | $694 | 0.00% | +2+200.0% | Added |
| Bay Harbor Wealth Management, LLC | 3 | $694 | 0.00% | +2+200.0% | Added |
| Stephens Consulting, LLC | 3 | $695 | 0.00% | +3 | New |
| Creative Financial Designs Inc | 4 | $926 | 0.00% | −3−42.9% | Reduced |
| SJS Investment Consulting Inc. | 4 | $926 | 0.00% | +1+33.3% | Added |
| True Wealth Design, LLC | 4 | $926 | 0.00% | +2+100.0% | Added |
| Frazier Financial Advisors, LLC | 4 | $926 | 0.00% | +4 | New |
| Capital Advisors, Ltd. LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $1.16K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 5 | $1.16K | 0.00% | +5 | New |
| Global X Japan Co., Ltd. | 5 | $1.16K | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $1.39K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 6 | $1.39K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 6 | $1.39K | 0.00% | +3+100.0% | Added |
| Activest Wealth Management | 7 | $1.62K | 0.00% | −1−12.5% | Reduced |
| HHM Wealth Advisors, LLC | 7 | $1.62K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 7 | $1.62K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 7 | $1.64K | 0.00% | +3+75.0% | Added |
| Raffa Wealth Management, LLC | 8 | $1.85K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 8 | $1.86K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 9 | $2.08K | 0.00% | −17−65.4% | Reduced |
| Hollencrest Capital Management | 10 | $2.31K | 0.00% | −638−98.5% | Reduced |
| Bell Investment Advisors, Inc | 10 | $2.31K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 10 | $2.31K | 0.00% | +10 | New |
| Fortitude Family Office, LLC | 10 | $2.31K | 0.00% | +10 | New |
| Atlantic Trust, LLC | 11 | $2.55K | 0.00% | +3+37.5% | Added |
| Abound Wealth Management | 11 | $2.55K | 0.00% | +11 | New |
| Leonteq Securities AG | 12 | $2.78K | 0.00% | −35−74.5% | Reduced |
| Millstone Evans Group, LLC | 12 | $2.78K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 13 | $3.01K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 14 | $3.24K | 0.00% | −1−6.7% | Reduced |
| Sachetta, LLC | 14 | $3.24K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 16 | $3.44K | 0.00% | +16 | New |
| Cherry Tree Wealth Management, LLC | 15 | $3.47K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 17 | $3.93K | 0.00% | +8+88.9% | Added |
| Sunbelt Securities, Inc. | 20 | $4.15K | 0.00% | −29−59.2% | Reduced |
| Zions Bancorporation, National Association | 18 | $4.17K | 0.00% | +3+20.0% | Added |
| Rosenberg Matthew Hamilton | 19 | $4.40K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 20 | $4.63K | 0.00% | +20 | New |
| Valued Wealth Advisors LLC | 20 | $4.64K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 21 | $4.64K | 0.00% | +1+5.0% | Added |
| Sittner & Nelson, LLC | 21 | $4.86K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 21 | $4.86K | 0.00% | +5+31.3% | Added |
| UMA Financial Services, Inc. | 21 | $4.86K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 21 | $4.86K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 22 | $5.00K | 0.00% | +2+10.0% | Added |
| Financial Management Professionals, Inc. | 22 | $5.09K | 0.00% | +12+120.0% | Added |
| Rakuten Securities, Inc. | 23 | $5.32K | 0.00% | −5−17.9% | Reduced |
| Country Trust Bank | 23 | $5.32K | 0.00% | +9+64.3% | Added |
| Bruce G. Allen Investments, LLC | 26 | $6.02K | 0.00% | −3−10.3% | Reduced |
| N.E.W. Advisory Services LLC | 26 | $6.02K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 26 | $6.02K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 28 | $6.12K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 28 | $6.48K | 0.00% | +28 | New |
| Cornerstone Planning Group LLC | 30 | $6.70K | 0.00% | −12−28.6% | Reduced |
| Whittier Trust Co | 29 | $6.71K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 30 | $6.94K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 30 | $6.94K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 31 | $7.17K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 32 | $7.41K | 0.00% | −21−39.6% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 32 | $7.41K | 0.00% | +32 | New |
| Clear Street Markets LLC | 34 | $7.87K | 0.00% | −586−94.5% | Reduced |
| Rise Advisors, LLC | 42 | $9.67K | 0.00% | −4−8.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 44 | $10.2K | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 47 | $10.9K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 50 | $11.6K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 50 | $11.6K | 0.00% | +4+8.7% | Added |
| Financial Freedom, LLC | 52 | $12.0K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 54 | $12.4K | 0.00% | −1−1.8% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 54 | $12.5K | 0.01% | +54 | New |
| GFG Capital, LLC | 58 | $13.4K | 0.00% | +58 | New |
| Brown Brothers Harriman & Co | 60 | $13.9K | 0.00% | −18−23.1% | Reduced |
| Golden State Wealth Management, LLC | 65 | $15.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 67 | $15.5K | 0.00% | +45+204.5% | Added |
| Rossby Financial, LCC | 67 | $15.5K | 0.01% | +67 | New |
| Armstrong Advisory Group, Inc | 69 | $16.0K | 0.00% | −90−56.6% | Reduced |
| Cape Investment Advisory, Inc. | 76 | $17.5K | 0.01% | +1+1.3% | Added |
| IFP Advisors, Inc | 55 | $19.7K | 0.00% | −62−53.0% | Reduced |
| Ridgewood Investments LLC | 87 | $20.1K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 94 | $21.8K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 100 | $23.1K | 0.00% | +100 | New |