| Avion Wealth | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 3 | $0 | 0.00% | +3 | New |
| Raleigh Capital Management Inc. | 0 | $10 | 0.00% | 0 | Unchanged |
| SBI Securities Co., Ltd. | 1 | $284 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 1 | $284 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 1 | $284 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $284 | 0.00% | +1 | New |
| Salomon & Ludwin, LLC | 1 | $292 | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 2 | $568 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 2 | $584 | 0.00% | +1+100.0% | Added |
| Central Trust Co | 3 | $853 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 3 | $853 | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 3 | $853 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 4 | $1.14K | 0.00% | −6−60.0% | Reduced |
| Manchester Capital Management LLC | 4 | $1.14K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 4 | $1.18K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 5 | $1.42K | 0.00% | −1−16.7% | Reduced |
| JPL Wealth Management, LLC | 5 | $1.42K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 5 | $1.42K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 5 | $1.44K | 0.00% | −4−44.4% | Reduced |
| Cromwell Holdings LLC | 6 | $1.71K | 0.00% | +2+50.0% | Added |
| Ameriflex Group, Inc. | 6 | $1.71K | 0.00% | +6 | New |
| Synergy Investment Management, LLC | 6 | $1.94K | 0.00% | +6 | New |
| First Horizon Corp | 7 | $1.99K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 7 | $1.99K | 0.00% | +2+40.0% | Added |
| CoreCap Advisors, LLC | 7 | $1.99K | 0.00% | +6+600.0% | Added |
| Bellevue Asset Management, LLC | 7 | $1.99K | 0.00% | +7 | New |
| HFM Investment Advisors, LLC | 7 | $1.99K | 0.00% | +5+250.0% | Added |
| First Pacific Financial | 7 | $2.02K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 7 | $2.20K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 8 | $2.27K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 8 | $2.27K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 8 | $2.27K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 9 | $2.56K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 9 | $2.56K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 9 | $2.56K | 0.00% | +3+50.0% | Added |
| DiNuzzo Private Wealth, Inc. | 10 | $2.84K | 0.00% | −1−9.1% | Reduced |
| Creative Capital Management Investments LLC | 11 | $3.13K | 0.00% | +11 | New |
| Bell Investment Advisors, Inc | 11 | $3.13K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 10 | $3.14K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 12 | $3.41K | 0.00% | +12 | New |
| Valued Wealth Advisors LLC | 12 | $3.42K | 0.00% | +1+9.1% | Added |
| MPWM Advisory Solutions, LLC | 14 | $3.98K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 14 | $3.98K | 0.00% | +1+7.7% | Added |
| Rialto Wealth Management, LLC | 14 | $3.98K | 0.00% | +2+16.7% | Added |
| Owl Creek Wealth Partners LLC | 15 | $4.26K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 16 | $4.55K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 16 | $4.67K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 18 | $5.12K | 0.00% | +11+157.1% | Added |
| Dogwood Wealth Management LLC | 19 | $5.40K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 20 | $5.68K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 20 | $5.68K | 0.00% | +20 | New |
| Harbour Investments, Inc. | 24 | $6.73K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 24 | $6.82K | 0.00% | +3+14.3% | Added |
| Bogart Wealth, LLC | 25 | $7.11K | 0.00% | −2−7.4% | Reduced |
| Anchor Investment Management, LLC | 25 | $7.11K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 25 | $7.11K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 27 | $7.67K | 0.00% | −2−6.9% | Reduced |
| Private Wealth Asset Management, LLC | 27 | $7.67K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 30 | $8.53K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 32 | $9.00K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 32 | $9.09K | 0.00% | +1+3.2% | Added |
| S&T Bank | 33 | $9.38K | 0.00% | +8+32.0% | Added |
| Acumen Wealth Advisors, LLC | 34 | $9.66K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 34 | $9.66K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 35 | $9.95K | 0.00% | −808−95.8% | Reduced |
| Capital Advisors, Ltd. LLC | 34 | $10.0K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 38 | $10.8K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 39 | $11.1K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 39 | $11.1K | 0.00% | +6+18.2% | Added |
| Rothschild Investment LLC | 39 | $11.1K | 0.00% | +21+116.7% | Added |
| Bullock Wealth Management Group | 40 | $11.7K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 44 | $12.5K | 0.00% | +1+2.3% | Added |
| Persistent Asset Partners Ltd | 44 | $12.5K | 0.00% | +44 | New |
| Clearstead Advisors, LLC | 46 | $13.1K | 0.00% | +36+360.0% | Added |
| Golden State Wealth Management, LLC | 46 | $13.2K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 50 | $14.2K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 52 | $14.8K | 0.00% | +44+550.0% | Added |
| Basecamp Wealth Advisors LLC | 58 | $16.5K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 62 | $17.6K | 0.00% | +8+14.8% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 65 | $18.5K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 65 | $18.5K | 0.00% | +6+10.2% | Added |
| Centerpoint Advisors, LLC | 66 | $19.0K | 0.01% | −1−1.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 68 | $19.3K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 74 | $21.0K | 0.00% | +24+48.0% | Added |
| Massmutual Trust Co FSB | 83 | $23.6K | 0.00% | −8−8.8% | Reduced |
| McDonald Partners LLC | 85 | $24.2K | 0.01% | +85 | New |
| Quarry LP | 86 | $24.4K | 0.00% | −226−72.4% | Reduced |
| Ameritas Advisory Services, LLC | 90 | $25.6K | 0.00% | +90 | New |
| International Assets Investment Management, LLC | 91 | $26.5K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 101 | $28.7K | 0.00% | −2−1.9% | Reduced |
| C M Bidwell & Associates Ltd | 103 | $29.3K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 103 | $29.3K | 0.00% | +15+17.0% | Added |
| Essential Partners LLC | 105 | $29.8K | 0.01% | +103+5,150.0% | Added |
| Hilltop National Bank | 113 | $32.1K | 0.01% | 00.0% | Unchanged |
| Align Financial, LLC | 119 | $33.8K | 0.02% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 120 | $34.1K | 0.00% | −70−36.8% | Reduced |
| V-Square Quantitative Management LLC | 127 | $36.1K | 0.00% | +11+9.5% | Added |
| True Wealth Design, LLC | 127 | $36.1K | 0.01% | +51+67.1% | Added |
| Bokf, NA | 150 | $42.6K | 0.00% | −50−25.0% | Reduced |