| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | $254 | 0.00% | −23,500−100.0% | Reduced |
| Davis Capital Management | 1 | $254 | 0.00% | +1 | New |
| Intentional Wealth Strategies, LLC | 1 | $254 | 0.00% | +1 | New |
| Quaker Wealth Management, LLC | 1 | $255 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $255 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1 | $255 | 0.00% | +1 | New |
| IMA Wealth, Inc. | 2 | $508 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2 | $509 | 0.00% | +1+100.0% | Added |
| Stone House Investment Management, LLC | 2 | $509 | 0.00% | +2 | New |
| Portus Wealth Advisors, LLC | 2 | $509 | 0.00% | +2 | New |
| TopTier Wealth Management, LLC | 2 | $509 | 0.00% | +2 | New |
| 1015 Capital Partners, LLC | 2 | $509 | 0.00% | +2 | New |
| Burk Holdings LLC | 3 | $763 | 0.00% | +3 | New |
| Silver Grove Financial Group, Inc. | 3 | $763 | 0.00% | +3 | New |
| SOA Wealth Advisors, LLC. | 5 | $1.27K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $1.27K | 0.00% | +1+25.0% | Added |
| Vermillion Wealth Management, Inc. | 5 | $1.27K | 0.00% | +5 | New |
| South State Corp. | 5 | $1.27K | 0.00% | +1+25.0% | Added |
| MV Capital Management, Inc. | 5 | $1.27K | 0.00% | +1+25.0% | Added |
| Principia Wealth Advisory, LLC | 6 | $1.53K | 0.00% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 6 | $1.53K | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 6 | $1.53K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 7 | $1.78K | 0.00% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 7 | $1.78K | 0.00% | +7 | New |
| Capital Advisors, Ltd. LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 8 | $2.04K | 0.00% | +4+100.0% | Added |
| Johnson Financial Group, Inc. | 8 | $2.04K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 8 | $2.04K | 0.00% | +3+60.0% | Added |
| Private Wealth Management Group, LLC | 9 | $2.29K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 9 | $2.29K | 0.00% | +8+800.0% | Added |
| Basecamp Wealth Advisors LLC | 10 | $2.54K | 0.00% | −6−37.5% | Reduced |
| Paladin Partners, LLC | 10 | $2.54K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 10 | $2.54K | 0.00% | +1+11.1% | Added |
| Highline Wealth Partners LLC | 10 | $2.54K | 0.00% | +5+100.0% | Added |
| NBT Bank N A | 10 | $2.54K | 0.00% | +10 | New |
| CX Institutional | 10 | $3.00K | 0.00% | −4−28.6% | Reduced |
| Bay Harbor Wealth Management, LLC | 12 | $3.05K | 0.00% | +5+71.4% | Added |
| DiNuzzo Private Wealth, Inc. | 12 | $3.05K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 14 | $3.56K | 0.00% | −5−26.3% | Reduced |
| Cromwell Holdings LLC | 14 | $3.56K | 0.00% | +6+75.0% | Added |
| United Financial Planning Group LLC | 14 | $3.56K | 0.00% | +14 | New |
| Raffa Wealth Management, LLC | 15 | $3.82K | 0.00% | +1+7.1% | Added |
| Retirement Wealth Solutions LLC | 15 | $3.82K | 0.00% | +1+7.1% | Added |
| Bare Financial Services, Inc | 16 | $4.07K | 0.00% | +5+45.5% | Added |
| SJS Investment Consulting Inc. | 16 | $4.07K | 0.00% | +10+166.7% | Added |
| Bruce G. Allen Investments, LLC | 17 | $4.33K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 17 | $4.35K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 19 | $4.83K | 0.00% | +19 | New |
| Sound Income Strategies, LLC | 19 | $5.02K | 0.00% | +1+5.6% | Added |
| Tradewinds Capital Management, LLC | 20 | $5.09K | 0.00% | −30−60.0% | Reduced |
| Cedar Mountain Advisors, LLC | 21 | $5.34K | 0.00% | +21 | New |
| Red Tortoise LLC | 22 | $5.60K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 22 | $5.65K | 0.00% | −27−55.1% | Reduced |
| Strive Financial Group ,LLC | 24 | $6.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 26 | $6.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 24 | $6.11K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 25 | $6.36K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 27 | $6.87K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 27 | $6.87K | 0.00% | +23+575.0% | Added |
| Horizon Bancorp Inc | 29 | $7.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 33 | $7.23K | 0.00% | +12+57.1% | Added |
| Caldwell Sutter Capital, Inc. | 29 | $7.27K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 29 | $7.50K | 0.00% | +29 | New |
| Atlantic Edge Private Wealth Management, LLC | 30 | $7.63K | 0.00% | +15+100.0% | Added |
| Kemnay Advisory Services Inc. | 34 | $8.65K | 0.00% | +34 | New |
| Elequin Capital LP | 36 | $9.16K | 0.00% | +36 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 37 | $9.42K | 0.00% | +3+8.8% | Added |
| Rothschild Investment LLC | 38 | $9.67K | 0.00% | +24+171.4% | Added |
| SHP Wealth Management | 39 | $9.92K | 0.00% | +34+680.0% | Added |
| Whipplewood Advisors, LLC | 39 | $9.93K | 0.01% | +39 | New |
| Pinnacle Wealth Planning Services, Inc. | 41 | $10.4K | 0.00% | +9+28.1% | Added |
| Manchester Capital Management LLC | 45 | $11.5K | 0.00% | +4+9.8% | Added |
| Godsey & Gibb Associates | 45 | $11.5K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 46 | $11.7K | 0.00% | −4−8.0% | Reduced |
| Private Trust Co NA | 48 | $12.2K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 49 | $12.5K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 49 | $12.5K | 0.00% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 50 | $12.7K | 0.00% | −17,667−99.7% | Reduced |
| Islay Capital Management, LLC | 50 | $12.7K | 0.01% | 00.0% | Unchanged |
| Tidemark, LLC | 50 | $12.7K | 0.00% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 52 | $13.2K | 0.00% | +52 | New |
| NBC Securities, Inc. | 55 | $14.0K | 0.00% | −10−15.4% | Reduced |
| High Note Wealth, LLC | 55 | $14.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 56 | $14.3K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 57 | $14.5K | 0.01% | +16+39.0% | Added |
| Abound Wealth Management | 57 | $14.5K | 0.00% | +56+5,600.0% | Added |
| First Horizon Corp | 60 | $15.3K | 0.00% | +5+9.1% | Added |
| Meeder Asset Management Inc | 61 | $15.5K | 0.00% | −13,204−99.5% | Reduced |
| Graney & King, LLC | 62 | $15.8K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 63 | $16.0K | 0.00% | +15+31.3% | Added |
| GHP Investment Advisors, Inc. | 66 | $16.8K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 70 | $17.8K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 70 | $17.8K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 70 | $17.8K | 0.01% | +70 | New |
| Gleason Group, Inc. | 70 | $17.9K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 71 | $18.1K | 0.00% | +4+6.0% | Added |
| Centerpoint Advisors, LLC | 80 | $20.0K | 0.01% | −18−18.4% | Reduced |
| Clearstead Advisors, LLC | 80 | $20.4K | 0.00% | −320−80.0% | Reduced |
| Central Trust Co | 80 | $20.4K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 80 | $20.4K | 0.00% | 00.0% | Unchanged |