| Ogorek Anthony Joseph | 1 | $0 | 0.00% | +1 | New |
| Harvest Fund Management Co., Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 0 | $55 | 0.00% | −15−100.0% | Reduced |
| NVWM, LLC | 1 | $193 | 0.00% | −1−50.0% | Reduced |
| Private Wealth Asset Management, LLC | 1 | $193 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 1 | $193 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1 | $193 | 0.00% | +1 | New |
| Davis Capital Management | 1 | $193 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $194 | 0.00% | −2−66.7% | Reduced |
| Private Wealth Management Group, LLC | 1 | $194 | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 1 | $194 | 0.00% | +1 | New |
| Quest 10 Wealth Builders, Inc. | 1 | $201 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 13 | $296 | 0.00% | −36−73.5% | Reduced |
| Sound Income Strategies, LLC | 2 | $375 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 2 | $384 | 0.00% | −66−97.1% | Reduced |
| Salomon & Ludwin, LLC | 2 | $384 | 0.00% | +2 | New |
| Activest Wealth Management | 2 | $387 | 0.00% | −14−87.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 2 | $387 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 2 | $387 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 3 | $564 | 0.00% | −7−70.0% | Reduced |
| Geneos Wealth Management Inc. | 3 | $580 | 0.00% | −166−98.2% | Reduced |
| Core Alternative Capital | 3 | $580 | 0.00% | −2−40.0% | Reduced |
| Signature Resources Capital Management, LLC | 3 | $580 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 3 | $580 | 0.00% | +3 | New |
| SOA Wealth Advisors, LLC. | 3 | $618 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 4 | $773 | 0.00% | −2−33.3% | Reduced |
| Bell Investment Advisors, Inc | 4 | $774 | 0.00% | −4−50.0% | Reduced |
| American Capital Advisory, LLC | 4 | $774 | 0.00% | −1−20.0% | Reduced |
| Tortoise Investment Management, LLC | 5 | $967 | 0.00% | +1+25.0% | Added |
| Clark Wealth Partners | 5 | $967 | 0.00% | +1+25.0% | Added |
| Sellwood Investment Partners LLC | 5 | $967 | 0.00% | +5 | New |
| Guerra Advisors Inc | 5 | $967 | 0.00% | +5 | New |
| S&T Bank | 6 | $1.16K | 0.00% | −24−80.0% | Reduced |
| St Germain D J Co Inc | 6 | $1.16K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 6 | $1.16K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 6 | $1.16K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 6 | $1.16K | 0.00% | +1+20.0% | Added |
| Texas Capital Bancshares Inc | 6 | $1.16K | 0.00% | +6 | New |
| Albion Financial Group | 6 | $1.16K | 0.00% | +6 | New |
| Wiser Advisor Group LLC | 6 | $1.21K | 0.00% | +6 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 7 | $1.35K | 0.00% | −318−97.8% | Reduced |
| Golden State Wealth Management, LLC | 7 | $1.35K | 0.00% | +7 | New |
| Asset Dedication, LLC | 8 | $1.55K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 8 | $1.55K | 0.00% | +5+166.7% | Added |
| Grove Bank & Trust | 9 | $1.74K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 10 | $1.93K | 0.00% | +6+150.0% | Added |
| Principia Wealth Advisory, LLC | 10 | $1.93K | 0.00% | +4+66.7% | Added |
| First Horizon Corp | 10 | $1.93K | 0.00% | +10 | New |
| TCTC Holdings, LLC | 11 | $2.13K | 0.00% | −84−88.4% | Reduced |
| CBIZ Investment Advisory Services, LLC | 11 | $2.13K | 0.00% | −19−63.3% | Reduced |
| Bruce G. Allen Investments, LLC | 11 | $2.13K | 0.00% | −4−26.7% | Reduced |
| Red Tortoise LLC | 12 | $2.32K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 12 | $2.32K | 0.00% | +4+50.0% | Added |
| Abound Wealth Management | 12 | $2.41K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 13 | $2.51K | 0.00% | −4−23.5% | Reduced |
| ORG Partners LLC | 15 | $2.90K | 0.00% | −13−46.4% | Reduced |
| Harbor Investment Advisory, LLC | 15 | $2.90K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 15 | $2.90K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 15 | $2.90K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 15 | $2.90K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 16 | $2.92K | 0.00% | +16 | New |
| Avion Wealth | 17 | $3.00K | 0.00% | −13−43.3% | Reduced |
| J.Safra Asset Management Corp | 16 | $3.09K | 0.00% | +16 | New |
| PFS Partners, LLC | 16 | $3.11K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 17 | $3.29K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 17 | $3.29K | 0.00% | +17 | New |
| Bartlett & Co. Wealth Management LLC | 18 | $3.48K | 0.00% | +3+20.0% | Added |
| Investors Research Corp | 19 | $3.67K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 20 | $3.87K | 0.00% | −43−68.3% | Reduced |
| South State Corp. | 21 | $4.06K | 0.00% | −23−52.3% | Reduced |
| ZRC Wealth Management, LLC | 21 | $4.06K | 0.00% | +21 | New |
| Howard Hughes Medical Institute | 23 | $4.45K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 29 | $5.00K | 0.00% | −4−12.1% | Reduced |
| Smithfield Trust Co | 22 | $5.00K | 0.00% | −2−8.3% | Reduced |
| Washington Trust Advisors, Inc. | 26 | $5.05K | 0.00% | +5+23.8% | Added |
| Wolff Wiese Magana LLC | 28 | $5.41K | 0.00% | −5−15.2% | Reduced |
| Crewe Advisors LLC | 28 | $5.41K | 0.00% | +26+1,300.0% | Added |
| Ritter Daniher Financial Advisory LLC | 30 | $5.80K | 0.00% | +30 | New |
| Atlantic Trust, LLC | 34 | $6.57K | 0.00% | −13−27.7% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 38 | $7.45K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 39 | $7.54K | 0.00% | +20+105.3% | Added |
| CVA Family Office, LLC | 41 | $7.93K | 0.00% | −89−68.5% | Reduced |
| LGT Financial Advisors LLC | 41 | $7.93K | 0.02% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 46 | $8.00K | 0.00% | +46 | New |
| UMA Financial Services, Inc. | 42 | $8.12K | 0.00% | +8+23.5% | Added |
| Harbour Investments, Inc. | 44 | $8.51K | 0.00% | +1+2.3% | Added |
| Meeder Asset Management Inc | 47 | $9.09K | 0.00% | −45−48.9% | Reduced |
| Archer Investment Corp | 47 | $9.09K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 48 | $9.57K | 0.00% | +3+6.7% | Added |
| Barnes Dennig Private Wealth Management LLC | 53 | $10.2K | 0.01% | +53 | New |
| Advisory Services Network, LLC | 57 | $11.1K | 0.00% | +57 | New |
| Private Trust Co NA | 58 | $11.2K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 58 | $11.2K | 0.00% | +58 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 58 | $11.2K | 0.00% | −105−64.4% | Reduced |
| JFS Wealth Advisors, LLC | 60 | $11.6K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 64 | $12.4K | 0.00% | −11−14.7% | Reduced |
| Raiffeisen Bank International AG | 66 | $12.9K | 0.00% | +66 | New |
| JPL Wealth Management, LLC | 67 | $13.0K | 0.00% | +67 | New |
| Covestor Ltd | 64 | $13.0K | 0.01% | +4+6.7% | Added |
| Caldwell Trust Co | 68 | $13.1K | 0.00% | 00.0% | Unchanged |