| Ancora Advisors, LLC | 27 | $0 | 0.00% | −973−97.3% | Reduced |
| West Oak Capital, LLC | 35 | $0 | 0.00% | −72−67.3% | Reduced |
| Bay Harbor Wealth Management, LLC | 30 | $0 | 0.00% | −100−76.9% | Reduced |
| Avion Wealth | 80 | $0 | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 13 | $0 | 0.00% | +6+85.7% | Added |
| Capital Advisors, Ltd. LLC | 2,041 | $0 | 0.00% | +2,025+12,656.3% | Added |
| Semmax Financial Advisors Inc. | 41 | $0 | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 64 | $0 | 0.00% | +29+82.9% | Added |
| Strengthening Families & Communities, LLC | 33 | $0 | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 2 | $11 | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 2 | $11 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2 | $11 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 5 | $28 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 6 | $41 | 0.00% | +6 | New |
| Bradley & Co. Private Wealth Management, LLC | 10 | $57 | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 19 | $108 | 0.00% | +19 | New |
| Addison Advisors LLC | 22 | $125 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 24 | $136 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 27 | $153 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 30 | $170 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 30 | $170 | 0.00% | +30 | New |
| Farther Finance Advisors, LLC | 39 | $221 | 0.00% | +39 | New |
| Armstrong Advisory Group, Inc | 40 | $227 | 0.00% | +40 | New |
| Fairfield Financial Advisors, LTD | 50 | $284 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 52 | $295 | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 61 | $346 | 0.00% | +61 | New |
| CVA Family Office, LLC | 70 | $397 | 0.00% | +70 | New |
| Lowe Wealth Advisors, LLC | 75 | $425 | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 75 | $425 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 75 | $425 | 0.00% | +75 | New |
| IAG Wealth Partners, LLC | 80 | $454 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 82 | $465 | 0.00% | −1,883−95.8% | Reduced |
| Glassman Wealth Services | 100 | $567 | 0.00% | −78−43.8% | Reduced |
| Sittner & Nelson, LLC | 100 | $567 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 100 | $567 | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 100 | $567 | 0.00% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 100 | $567 | 0.00% | +100 | New |
| Private Advisor Group, LLC | 105,433 | $598 | 0.00% | −220.0% | Reduced |
| ICA Group Wealth Management, LLC | 109 | $618 | 0.00% | +109 | New |
| Hartford Financial Management Inc. | 110 | $624 | 0.00% | 00.0% | Unchanged |
| Romano Brothers and Company | 110 | $624 | 0.00% | +110 | New |
| Concord Wealth Partners | 118 | $669 | 0.00% | +118 | New |
| Kelly Financial Services LLC | 120 | $679 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 120 | $680 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 100 | $717 | 0.00% | +100 | New |
| Huntington National Bank | 138 | $782 | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 140 | $794 | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 149 | $845 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 152 | $862 | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 200 | $1.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 200 | $1.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 150 | $1.00K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 150 | $1.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 117 | $1.00K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 90 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 104 | $1.00K | 0.00% | +72+225.0% | Added |
| Bellevue Asset Management, LLC | 200 | $1.10K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 200 | $1.13K | 0.00% | 00.0% | Unchanged |
| Marshall & Sullivan Inc | 200 | $1.13K | 0.00% | +200 | New |
| Madden Securities Corp | 200 | $1.13K | 0.00% | +200 | New |
| Coppell Advisory Solutions LLC | 250 | $1.42K | 0.00% | +250 | New |
| Coppell Advisory Solutions Corp. | 250 | $1.42K | 0.00% | +250 | New |
| First Manhattan Co | 300 | $1.70K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 300 | $1.70K | 0.00% | +300 | New |
| Aspire Private Capital, LLC | 340 | $1.93K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 373 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 265 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lakewood Asset Management LLC | 270 | $2.00K | 0.00% | +270 | New |
| Tilia Fiduciary Partners, Inc. | 358 | $2.03K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 394 | $2.23K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 400 | $2.27K | 0.00% | −850−68.0% | Reduced |
| Eagle Bay Advisors LLC | 400 | $2.27K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 411 | $2.33K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 417 | $2.37K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 437 | $2.48K | 0.00% | −9−2.0% | Reduced |
| Global Retirement Partners, LLC | 440 | $2.50K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 443 | $2.51K | 0.00% | +443 | New |
| Northwestern Mutual Wealth Management Co | 469 | $2.66K | 0.00% | −2,400−83.7% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 473 | $2.68K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 482 | $2.73K | 0.00% | −30−5.9% | Reduced |
| Advanced Asset Management Advisors Inc | 500 | $2.83K | 0.00% | +500 | New |
| Colonial Trust Advisors | 500 | $2.83K | 0.00% | +500 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 515 | $2.92K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 500 | $3.00K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 500 | $3.00K | 0.00% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 540 | $3.06K | 0.00% | 00.0% | Unchanged |
| EWG Elevate Inc. | 600 | $3.40K | 0.00% | +600 | New |
| Quent Capital, LLC | 611 | $3.46K | 0.00% | +412+207.0% | Added |
| GoalVest Advisory LLC | 623 | $3.53K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 642 | $3.64K | 0.00% | −21−3.2% | Reduced |
| Beaird Harris Wealth Management, LLC | 650 | $3.69K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 690 | $3.91K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 695 | $3.94K | 0.00% | +695 | New |
| Covestor Ltd | 770 | $4.00K | 0.00% | +9+1.2% | Added |
| Wolff Wiese Magana LLC | 720 | $4.08K | 0.00% | −1,000−58.1% | Reduced |
| Mendota Financial Group, LLC | 720 | $4.08K | 0.01% | +720 | New |
| Cassady Schiller Wealth Management, LLC | 750 | $4.25K | 0.00% | +750 | New |
| TCI Wealth Advisors, Inc. | 784 | $4.45K | 0.00% | +677+632.7% | Added |
| Toth Financial Advisory Corp | 800 | $4.54K | 0.00% | −200−20.0% | Reduced |
| Baker Avenue Asset Management, LP | 804 | $4.56K | 0.00% | +804 | New |