| Dunhill Financial, LLC | 1 | $221 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1 | $310 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 1 | $310 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1 | $310 | 0.00% | +1 | New |
| Investment Counsel Co of Nevada | 1 | $311 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1 | $311 | 0.00% | +1 | New |
| Seneschal Advisors, LLC | 1 | $311 | 0.00% | +1 | New |
| Cornerstone Planning Group LLC | 5 | $552 | 0.00% | −3−37.5% | Reduced |
| North Star Investment Management Corp. | 2 | $620 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 2 | $620 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 2 | $620 | 0.00% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 2 | $620 | 0.00% | +2 | New |
| South State Corp. | 2 | $621 | 0.00% | −3−60.0% | Reduced |
| Asset Dedication, LLC | 2 | $621 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 2 | $621 | 0.00% | +2 | New |
| Quest 10 Wealth Builders, Inc. | 3 | $800 | 0.00% | +2+200.0% | Added |
| Bare Financial Services, Inc | 3 | $930 | 0.00% | −2−40.0% | Reduced |
| HFM Investment Advisors, LLC | 3 | $930 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 3 | $930 | 0.00% | +3 | New |
| Rialto Wealth Management, LLC | 3 | $931 | 0.00% | +1+50.0% | Added |
| Kilter Group LLC | 3 | $931 | 0.00% | +1+50.0% | Added |
| Bogart Wealth, LLC | 3 | $934 | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Crowley Wealth Management, Inc. | 4 | $1.24K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 4 | $1.24K | 0.00% | +1+33.3% | Added |
| Newbridge Financial Services Group, Inc. | 4 | $1.26K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 5 | $1.55K | 0.00% | +5 | New |
| Guerra Advisors Inc | 5 | $1.55K | 0.00% | +5 | New |
| Winnow Wealth LLC | 5 | $1.55K | 0.00% | +5 | New |
| Geneos Wealth Management Inc. | 6 | $1.86K | 0.00% | −102−94.4% | Reduced |
| Larson Financial Group LLC | 6 | $1.86K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 6 | $1.86K | 0.00% | +6 | New |
| Johnson Financial Group, Inc. | 6 | $1.86K | 0.00% | +6 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $1.86K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 6 | $1.91K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 7 | $2.17K | 0.00% | +7 | New |
| Private Wealth Management Group, LLC | 7 | $2.17K | 0.00% | −2−22.2% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 7 | $2.17K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 8 | $2.48K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 8 | $2.48K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 8 | $2.48K | 0.00% | +8 | New |
| Imprint Wealth LLC | 8 | $2.48K | 0.01% | +8 | New |
| Rational Advisors LLC | 9 | $2.79K | 0.00% | −27−75.0% | Reduced |
| Concord Wealth Partners | 9 | $2.79K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 9 | $2.79K | 0.00% | +1+12.5% | Added |
| Glen Eagle Advisors, LLC | 9 | $2.79K | 0.00% | +9 | New |
| Financial Management Professionals, Inc. | 10 | $3.10K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 10 | $3.10K | 0.00% | +9+900.0% | Added |
| JFS Wealth Advisors, LLC | 11 | $3.41K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 11 | $3.41K | 0.00% | +9+450.0% | Added |
| Ameritas Advisory Services, LLC | 12 | $3.72K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 12 | $3.72K | 0.00% | +7+140.0% | Added |
| HighMark Wealth Management LLC | 13 | $4.03K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 13 | $4.03K | 0.00% | +3+30.0% | Added |
| True Wealth Design, LLC | 13 | $4.03K | 0.00% | +3+30.0% | Added |
| GPS Wealth Strategies Group, LLC | 14 | $4.34K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 15 | $4.65K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 16 | $4.96K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 17 | $5.27K | 0.00% | +2+13.3% | Added |
| Strive Asset Management, LLC | 17 | $5.27K | 0.00% | +17 | New |
| Westfuller Advisors, LLC | 17 | $5.28K | 0.00% | +17 | New |
| Pacific Center for Financial Services | 18 | $5.58K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 18 | $5.58K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 18 | $5.76K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 19 | $5.89K | 0.00% | +1+5.6% | Added |
| Delta Asset Management LLC | 20 | $6.20K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 21 | $6.55K | 0.00% | +21 | New |
| Palisade Asset Management, LLC | 22 | $6.82K | 0.00% | +22 | New |
| Harbour Investments, Inc. | 22 | $6.83K | 0.00% | −3−12.0% | Reduced |
| Westside Investment Management, Inc. | 23 | $7.11K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 24 | $7.44K | 0.00% | +8+50.0% | Added |
| Security National Bank | 25 | $7.75K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 26 | $8.06K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 27 | $8.37K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 28 | $8.60K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 28 | $8.68K | 0.00% | +28 | New |
| West Branch Capital LLC | 30 | $9.30K | 0.00% | −23−43.4% | Reduced |
| SWAN Capital LLC | 31 | $9.61K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 32 | $9.92K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 31 | $10.0K | 0.01% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 33 | $10.2K | 0.01% | +27+450.0% | Added |
| Bokf, NA | 35 | $10.9K | 0.00% | −19−35.2% | Reduced |
| Citizens National Bank Trust Department | 35 | $10.9K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 40 | $12.4K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 40 | $12.4K | 0.01% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 41 | $12.7K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 43 | $13.1K | 0.00% | +43 | New |
| Kerr Financial Planning Corp | 55 | $13.3K | 0.02% | +55 | New |
| Shell Asset Management Co | 46 | $14.0K | 0.00% | −122−72.6% | Reduced |
| N.E.W. Advisory Services LLC | 46 | $14.3K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 46 | $14.3K | 0.00% | −5−9.8% | Reduced |
| Walleye Capital LLC | 48 | $14.9K | 0.00% | −167−77.7% | Reduced |
| ORG Partners LLC | 49 | $15.2K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 49 | $15.2K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 50 | $15.5K | 0.00% | +47+1,566.7% | Added |
| WPG Advisers, LLC | 51 | $15.8K | 0.01% | −7−12.1% | Reduced |
| Raiffeisen Bank International AG | 52 | $16.2K | 0.00% | +52 | New |
| Cromwell Holdings LLC | 53 | $16.4K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 54 | $16.8K | 0.00% | −7−11.5% | Reduced |
| Centerpoint Advisors, LLC | 55 | $17.0K | 0.01% | 00.0% | Unchanged |