| IMA Wealth, Inc. | 1 | $240 | 0.00% | +1 | New |
| CBIZ Investment Advisory Services, LLC | 1 | $240 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $241 | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 1 | $241 | 0.00% | +1 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 1 | $241 | 0.00% | +1 | New |
| Cherry Tree Wealth Management, LLC | 2 | $361 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 2 | $480 | 0.00% | 00.0% | Unchanged |
| Total Investment Management Inc | 2 | $480 | 0.00% | +2 | New |
| American Capital Advisory, LLC | 2 | $481 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 2 | $481 | 0.00% | +2 | New |
| Tradewinds Capital Management, LLC | 3 | $721 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 3 | $721 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 3 | $721 | 0.00% | +1+50.0% | Added |
| Atlantic Trust, LLC | 3 | $721 | 0.00% | +3 | New |
| Stephens Consulting, LLC | 3 | $721 | 0.00% | +3 | New |
| Bay Harbor Wealth Management, LLC | 4 | $960 | 0.00% | +1+33.3% | Added |
| WestEnd Advisors, LLC | 4 | $961 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $961 | 0.00% | +2+100.0% | Added |
| Tortoise Investment Management, LLC | 4 | $961 | 0.00% | +4 | New |
| Dogwood Wealth Management LLC | 5 | $1.16K | 0.00% | −2−28.6% | Reduced |
| CoreCap Advisors, LLC | 5 | $1.20K | 0.00% | −3−37.5% | Reduced |
| Nalls Sherbakoff Group, LLC | 5 | $1.20K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 5 | $1.20K | 0.00% | +2+66.7% | Added |
| Parkworth Wealth Management, Inc. | 5 | $1.20K | 0.00% | +3+150.0% | Added |
| Arlington Trust Co LLC | 5 | $1.20K | 0.00% | +5 | New |
| Highline Wealth Partners LLC | 5 | $1.20K | 0.00% | +5 | New |
| Garde Capital, Inc. | 5 | $1.20K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 5 | $1.20K | 0.00% | +5 | New |
| Hughes Financial Services, LLC | 6 | $1.33K | 0.00% | +4+200.0% | Added |
| WealthTrak Capital Management LLC | 6 | $1.44K | 0.00% | −1−14.3% | Reduced |
| Sachetta, LLC | 6 | $1.44K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $1.68K | 0.00% | −3−30.0% | Reduced |
| Albion Financial Group | 7 | $1.68K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 7 | $1.70K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 7 | $1.77K | 0.00% | −15−68.2% | Reduced |
| Financial Perspectives, Inc | 7 | $1.77K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 8 | $1.92K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 8 | $1.92K | 0.00% | +7+700.0% | Added |
| UMA Financial Services, Inc. | 8 | $1.92K | 0.00% | +8 | New |
| ORG Partners LLC | 8 | $1.94K | 0.00% | +3+60.0% | Added |
| Penserra Capital Management LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 9 | $2.16K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 10 | $2.40K | 0.00% | +10 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 11 | $2.64K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 11 | $2.64K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 15 | $3.00K | 0.00% | +7+87.5% | Added |
| Ogorek Anthony Joseph | 14 | $3.00K | 0.00% | +14 | New |
| Caitong International Asset Management Co., Ltd | 13 | $3.12K | 0.00% | −81−86.2% | Reduced |
| St Germain D J Co Inc | 13 | $3.12K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 14 | $3.36K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 14 | $3.36K | 0.00% | +9+180.0% | Added |
| SBI Securities Co., Ltd. | 16 | $3.84K | 0.00% | −1−5.9% | Reduced |
| Abound Wealth Management | 16 | $3.84K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 16 | $3.84K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 17 | $4.08K | 0.00% | −12−41.4% | Reduced |
| True Wealth Design, LLC | 17 | $4.08K | 0.00% | +2+13.3% | Added |
| Solstein Capital, LLC | 19 | $4.56K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 21 | $5.00K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 21 | $5.04K | 0.00% | +21 | New |
| Activest Wealth Management | 22 | $5.29K | 0.00% | −7−24.1% | Reduced |
| Ameritas Advisory Services, LLC | 22 | $5.29K | 0.00% | +22 | New |
| Archer Investment Corp | 22 | $5.30K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 23 | $5.53K | 0.00% | +13+130.0% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 23 | $5.53K | 0.01% | 00.0% | Unchanged |
| Clark Wealth Partners | 24 | $5.76K | 0.00% | +19+380.0% | Added |
| Washington Trust Advisors, Inc. | 24 | $5.87K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 25 | $6.01K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 25 | $6.01K | 0.00% | +20+400.0% | Added |
| Bell Investment Advisors, Inc | 26 | $6.25K | 0.00% | +2+8.3% | Added |
| Harvest Fund Management Co., Ltd | 29 | $7.00K | 0.00% | +9+45.0% | Added |
| Cetera Trust Company, N.A | 30 | $7.21K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 32 | $7.69K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 33 | $7.93K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 33 | $7.93K | 0.00% | +33 | New |
| Milestone Investment Advisors LLC | 35 | $8.41K | 0.00% | +35 | New |
| Twin Peaks Wealth Advisors, LLC | 35 | $8.53K | 0.00% | +35 | New |
| Financial Management Professionals, Inc. | 36 | $8.65K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 39 | $8.83K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 37 | $8.89K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Designers | 38 | $9.13K | 0.01% | +38 | New |
| CVA Family Office, LLC | 39 | $9.37K | 0.00% | −16−29.1% | Reduced |
| Bruce G. Allen Investments, LLC | 41 | $9.85K | 0.01% | +1+2.5% | Added |
| TD Private Client Wealth LLC | 42 | $10.1K | 0.00% | +4+10.5% | Added |
| Chilton Capital Management LLC | 47 | $11.3K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 47 | $11.3K | 0.00% | +6+14.6% | Added |
| Salem Investment Counselors Inc | 50 | $12.0K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 50 | $12.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 52 | $12.5K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 53 | $12.7K | 0.00% | +14+35.9% | Added |
| Rise Advisors, LLC | 55 | $13.2K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 55 | $13.2K | 0.00% | +4+7.8% | Added |
| Private Wealth Management Group, LLC | 57 | $13.7K | 0.00% | +13+29.5% | Added |
| DT Investment Partners, LLC | 58 | $13.9K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 63 | $15.1K | 0.00% | −180−74.1% | Reduced |
| Farmers & Merchants Investments Inc | 65 | $15.6K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 66 | $15.9K | 0.01% | +66 | New |
| Capital Advisors, Ltd. LLC | 66 | $16.0K | 0.00% | −39−37.1% | Reduced |
| Fortitude Family Office, LLC | 67 | $16.1K | 0.01% | +13+24.1% | Added |
| Cornerstone Planning Group LLC | 74 | $16.6K | 0.00% | −5−6.3% | Reduced |
| Grove Bank & Trust | 70 | $16.8K | 0.00% | −75−51.7% | Reduced |