| Ogorek Anthony Joseph | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 6 | $0 | 0.00% | +6 | New |
| Dogwood Wealth Management LLC | 1 | $111 | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 1 | $111 | 0.00% | +1 | New |
| Planning Strategies Inc. | 1 | $111 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 1 | $112 | 0.00% | +1 | New |
| MidFirst Bank | 2 | $223 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 3 | $334 | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 3 | $334 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 3 | $339 | 0.00% | +3 | New |
| WestEnd Advisors, LLC | 4 | $445 | 0.00% | −1−20.0% | Reduced |
| Quest 10 Wealth Builders, Inc. | 4 | $445 | 0.00% | +4 | New |
| TFC Financial Management | 4 | $446 | 0.00% | +4 | New |
| Godfrey Financial Associates, Inc. | 5 | $556 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 5 | $556 | 0.00% | +5 | New |
| Addison Advisors LLC | 5 | $557 | 0.00% | −2−28.6% | Reduced |
| Dunhill Financial, LLC | 5 | $567 | 0.00% | +1+25.0% | Added |
| Quaker Wealth Management, LLC | 6 | $668 | 0.00% | −2−25.0% | Reduced |
| Spire Wealth Management | 7 | $779 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 7 | $779 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 7 | $780 | 0.00% | +4+133.3% | Added |
| International Assets Investment Management, LLC | 7 | $790 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 8 | $890 | 0.00% | +1+14.3% | Added |
| Essential Partners LLC | 8 | $890 | 0.00% | +8 | New |
| Sachetta, LLC | 8 | $891 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 17 | $1.00K | 0.00% | +6+54.5% | Added |
| Signature Equity Partners, LLC | 10 | $1.11K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 11 | $1.22K | 0.00% | −30−73.2% | Reduced |
| American Capital Advisory, LLC | 11 | $1.22K | 0.00% | −1−8.3% | Reduced |
| South State Corp. | 11 | $1.22K | 0.00% | +5+83.3% | Added |
| Bell Investment Advisors, Inc | 11 | $1.22K | 0.00% | +5+83.3% | Added |
| Bare Financial Services, Inc | 11 | $1.22K | 0.00% | +5+83.3% | Added |
| HFM Investment Advisors, LLC | 14 | $1.56K | 0.00% | +9+180.0% | Added |
| Activest Wealth Management | 14 | $1.56K | 0.00% | +10+250.0% | Added |
| SBI Securities Co., Ltd. | 15 | $1.67K | 0.00% | +1+7.1% | Added |
| Leonteq Securities AG | 16 | $1.78K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 16 | $1.78K | 0.00% | +16 | New |
| Hughes Financial Services, LLC | 17 | $1.89K | 0.00% | +11+183.3% | Added |
| Ameriflex Group, Inc. | 17 | $1.89K | 0.00% | +17 | New |
| DiNuzzo Private Wealth, Inc. | 17 | $1.89K | 0.00% | +1+6.3% | Added |
| Bruce G. Allen Investments, LLC | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 19 | $2.11K | 0.00% | −1−5.0% | Reduced |
| Retirement Wealth Solutions LLC | 20 | $2.23K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 20 | $2.24K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 23 | $2.56K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 23 | $2.56K | 0.00% | +4+21.1% | Added |
| Clear Street Markets LLC | 26 | $2.89K | 0.00% | −637−96.1% | Reduced |
| Asset Dedication, LLC | 26 | $2.89K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 25 | $3.00K | 0.00% | +2+8.7% | Added |
| Strengthening Families & Communities, LLC | 27 | $3.03K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 30 | $3.34K | 0.00% | +5+20.0% | Added |
| UMA Financial Services, Inc. | 30 | $3.34K | 0.00% | +30 | New |
| Grove Bank & Trust | 32 | $3.56K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 32 | $3.56K | 0.00% | +32 | New |
| NBT Bank N A | 36 | $4.01K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 37 | $4.12K | 0.00% | +28+311.1% | Added |
| United Financial Planning Group LLC | 39 | $4.34K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 43 | $4.79K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 44 | $4.89K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 46 | $5.08K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 46 | $5.12K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 48 | $5.12K | 0.00% | +48 | New |
| Meeder Asset Management Inc | 47 | $5.23K | 0.00% | −111−70.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 47 | $5.23K | 0.00% | +23+95.8% | Added |
| Bogart Wealth, LLC | 49 | $5.45K | 0.00% | +44+880.0% | Added |
| Harbour Investments, Inc. | 53 | $5.90K | 0.00% | +2+3.9% | Added |
| Quarry LP | 54 | $6.01K | 0.00% | −437−89.0% | Reduced |
| LRI Investments, LLC | 56 | $6.23K | 0.00% | +7+14.3% | Added |
| MV Capital Management, Inc. | 58 | $6.45K | 0.00% | −47−44.8% | Reduced |
| Cornerstone Planning Group LLC | 60 | $6.63K | 0.00% | +22+57.9% | Added |
| Heritage Wealth Advisors | 60 | $6.68K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 61 | $6.73K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 61 | $6.79K | 0.00% | +61 | New |
| Private Trust Co NA | 63 | $7.01K | 0.00% | +10+18.9% | Added |
| EFG International AG | 67 | $7.45K | 0.00% | −79−54.1% | Reduced |
| Fortitude Family Office, LLC | 72 | $8.01K | 0.00% | +24+50.0% | Added |
| True Wealth Design, LLC | 74 | $8.23K | 0.00% | +33+80.5% | Added |
| CoreCap Advisors, LLC | 75 | $8.35K | 0.00% | −5−6.3% | Reduced |
| Farmers & Merchants Investments Inc | 76 | $8.46K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 77 | $8.57K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 77 | $8.57K | 0.00% | +26+51.0% | Added |
| Meramec Financial Planners, LLC | 83 | $8.97K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 82 | $9.00K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 85 | $9.46K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 93 | $10.3K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 93 | $10.3K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 100 | $11.1K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $11.1K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 100 | $11.2K | 0.00% | −269−72.9% | Reduced |
| IFP Advisors, Inc | 101 | $11.2K | 0.00% | +67+197.1% | Added |
| Bartlett & Co. Wealth Management LLC | 104 | $11.6K | 0.00% | +9+9.5% | Added |
| Keating Financial Advisory Services, Inc. | 109 | $12.1K | 0.00% | +58+113.7% | Added |
| Purpose Unlimited Inc. | 110 | $12.4K | 0.00% | +110 | New |
| TD Waterhouse Canada Inc. | 120 | $13.5K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 141 | $15.7K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 142 | $16.0K | 0.00% | −1−0.7% | Reduced |
| Manchester Capital Management LLC | 148 | $16.5K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 156 | $17.4K | 0.00% | +36+30.0% | Added |
| AdvisorNet Financial, Inc | 160 | $17.8K | 0.00% | −1−0.6% | Reduced |