| Dogwood Wealth Management LLC | 1 | $97 | 0.00% | −3,112−100.0% | Reduced |
| Seneschal Advisors, LLC | 1 | $97 | 0.00% | −1−50.0% | Reduced |
| Winnow Wealth LLC | 1 | $97 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 2 | $194 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 2 | $194 | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 3 | $266 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 3 | $290 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 3 | $290 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 3 | $291 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 3 | $291 | 0.00% | +3 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 3 | $291 | 0.00% | +3 | New |
| Strategic Advocates LLC | 3 | $292 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 4 | $387 | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 5 | $484 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 5 | $484 | 0.00% | +2+66.7% | Added |
| Godfrey Financial Associates, Inc. | 5 | $484 | 0.00% | +5 | New |
| Quest Partners LLC | 6 | $581 | 0.00% | −187−96.9% | Reduced |
| Bruce G. Allen Investments, LLC | 6 | $581 | 0.00% | −117−95.1% | Reduced |
| Hughes Financial Services, LLC | 6 | $581 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 6 | $614 | 0.00% | +3+100.0% | Added |
| WPG Advisers, LLC | 7 | $677 | 0.00% | −56−88.9% | Reduced |
| International Assets Investment Management, LLC | 7 | $677 | 0.00% | +7 | New |
| Turning Point Benefit Group, Inc. | 7 | $677 | 0.00% | +7 | New |
| Optima Capital LLC | 7 | $677 | 0.00% | +7 | New |
| Clearstead Advisors, LLC | 7 | $678 | 0.00% | −68−90.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 7 | $678 | 0.00% | −8−53.3% | Reduced |
| HFM Investment Advisors, LLC | 7 | $678 | 0.00% | +3+75.0% | Added |
| Sachetta, LLC | 8 | $774 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 8 | $774 | 0.00% | +6+300.0% | Added |
| Bay Harbor Wealth Management, LLC | 10 | $967 | 0.00% | +6+150.0% | Added |
| SJS Investment Consulting Inc. | 10 | $968 | 0.00% | +10 | New |
| Signature Equity Partners, LLC | 10 | $968 | 0.00% | +10 | New |
| Bare Financial Services, Inc | 11 | $1.06K | 0.00% | +5+83.3% | Added |
| South State Corp. | 12 | $1.16K | 0.00% | −30−71.4% | Reduced |
| Clark Wealth Partners | 12 | $1.16K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 14 | $1.35K | 0.00% | −5−26.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 16 | $1.55K | 0.00% | +1+6.7% | Added |
| Retirement Wealth Solutions LLC | 17 | $1.65K | 0.00% | +2+13.3% | Added |
| Fortitude Family Office, LLC | 18 | $1.74K | 0.00% | −11−37.9% | Reduced |
| Raffa Wealth Management, LLC | 18 | $1.74K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 18 | $1.74K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 20 | $1.94K | 0.00% | +10+100.0% | Added |
| Tompkins Financial Corp | 20 | $1.94K | 0.00% | +20 | New |
| Spire Wealth Management | 21 | $2.03K | 0.00% | +4+23.5% | Added |
| Clayton Financial Group LLC | 21 | $2.03K | 0.00% | +21 | New |
| Torren Management, LLC | 22 | $2.13K | 0.00% | +22 | New |
| First Horizon Corp | 23 | $2.23K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 23 | $2.23K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 25 | $2.42K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 25 | $2.42K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 22 | $2.44K | 0.00% | −22−50.0% | Reduced |
| Asset Dedication, LLC | 26 | $2.52K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 28 | $2.71K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 97 | $2.90K | 0.00% | +97 | New |
| IFP Advisors, Inc | 31 | $3.00K | 0.00% | +11+55.0% | Added |
| Avion Wealth | 36 | $3.00K | 0.00% | −6−14.3% | Reduced |
| Capital Advisors, Ltd. LLC | 26 | $3.00K | 0.00% | +3+13.0% | Added |
| Grove Bank & Trust | 32 | $3.10K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 43 | $4.16K | 0.00% | −88−67.2% | Reduced |
| Prestige Wealth Management Group LLC | 43 | $4.16K | 0.00% | −4−8.5% | Reduced |
| Private Trust Co NA | 45 | $4.35K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 46 | $4.41K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 49 | $4.74K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 50 | $4.84K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 46 | $4.93K | 0.00% | +46 | New |
| Red Tortoise LLC | 53 | $5.13K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 59 | $5.71K | 0.00% | +59 | New |
| Ares Financial Consulting, LLC | 61 | $5.85K | 0.01% | +61 | New |
| Plato Investment Management Ltd | 69 | $6.71K | 0.00% | −5,122−98.7% | Reduced |
| GW&K Investment Management, LLC | 75 | $7.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 74 | $7.16K | 0.00% | +7+10.4% | Added |
| Elyxium Wealth, LLC | 74 | $7.16K | 0.00% | +74 | New |
| Farmers & Merchants Investments Inc | 76 | $7.35K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 77 | $7.45K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 77 | $7.45K | 0.00% | +43+126.5% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 85 | $8.22K | 0.00% | +85 | New |
| CoreCap Advisors, LLC | 86 | $8.32K | 0.00% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 83 | $8.43K | 0.00% | +83 | New |
| GHP Investment Advisors, Inc. | 93 | $9.00K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 93 | $9.00K | 0.00% | +93 | New |
| Close Asset Management Ltd | 90 | $9.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 94 | $9.10K | 0.00% | +8+9.3% | Added |
| Bartlett & Co. Wealth Management LLC | 95 | $9.19K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 100 | $9.68K | 0.00% | −200−66.7% | Reduced |
| Costello Asset Management, INC | 100 | $9.68K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 100 | $9.72K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 110 | $10.7K | 0.00% | +110 | New |
| Umb Bank N A | 112 | $10.8K | 0.00% | +46+69.7% | Added |
| TD Waterhouse Canada Inc. | 120 | $11.6K | 0.00% | 00.0% | Unchanged |
| Fideuram Asset Management (Ireland) dac | 105 | $12.7K | 0.00% | +105 | New |
| Private Wealth Management Group, LLC | 139 | $13.4K | 0.00% | −2−1.4% | Reduced |
| Triumph Capital Management | 141 | $13.6K | 0.00% | +141 | New |
| Manchester Capital Management LLC | 157 | $15.2K | 0.00% | +144+1,107.7% | Added |
| AdvisorNet Financial, Inc | 160 | $15.5K | 0.00% | −3−1.8% | Reduced |
| DV Equities, LLC | 160 | $15.5K | 0.00% | +160 | New |
| Rothschild Investment LLC | 161 | $15.6K | 0.00% | +64+66.0% | Added |
| Leonteq Securities AG | 163 | $15.8K | 0.00% | −755−82.2% | Reduced |
| Clear Street Markets LLC | 168 | $16.3K | 0.00% | −33−16.4% | Reduced |
| Whittier Trust Co | 181 | $19.0K | 0.00% | 00.0% | Unchanged |