| Dunhill Financial, LLC | 1 | $190 | 0.00% | +1 | New |
| Cedar Mountain Advisors, LLC | 1 | $306 | 0.00% | −6−85.7% | Reduced |
| Wealth Watch Advisors, INC | 1 | $306 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 1 | $306 | 0.00% | +1 | New |
| Rachor Investment Advisory Services, LLC | 1 | $307 | 0.00% | +1 | New |
| Flagship Harbor Advisors, LLC | 2 | $612 | 0.00% | −1,468−99.9% | Reduced |
| Bruce G. Allen Investments, LLC | 2 | $612 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 2 | $612 | 0.00% | +2 | New |
| McIlrath & Eck, LLC | 2 | $612 | 0.00% | +2 | New |
| Principia Wealth Advisory, LLC | 2 | $612 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 2 | $613 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 2 | $613 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 3 | $918 | 0.00% | +1+50.0% | Added |
| SJS Investment Consulting Inc. | 3 | $920 | 0.00% | −5−62.5% | Reduced |
| Avion Wealth | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Caitong International Asset Management Co., Ltd | 4 | $1.23K | 0.00% | −100−96.2% | Reduced |
| Chilton Capital Management LLC | 4 | $1.23K | 0.00% | +4 | New |
| CVA Family Office, LLC | 5 | $1.53K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 6 | $1.84K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 6 | $1.84K | 0.00% | +2+50.0% | Added |
| DiNuzzo Private Wealth, Inc. | 6 | $1.84K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 5 | $2.00K | 0.00% | +5 | New |
| Rialto Wealth Management, LLC | 7 | $2.14K | 0.00% | +1+16.7% | Added |
| Carolina Wealth Advisors, LLC | 8 | $2.45K | 0.00% | +8 | New |
| Cape Investment Advisory, Inc. | 10 | $3.06K | 0.00% | +10 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 10 | $3.06K | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 11 | $3.38K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 12 | $3.67K | 0.00% | +12 | New |
| SageView Advisory Group, LLC | 12 | $3.67K | 0.00% | +12 | New |
| Newbridge Financial Services Group, Inc. | 14 | $4.29K | 0.00% | +14 | New |
| High Note Wealth, LLC | 16 | $4.90K | 0.00% | −1−5.9% | Reduced |
| Geneos Wealth Management Inc. | 16 | $4.90K | 0.00% | +16 | New |
| Vermillion & White Wealth Management Group, LLC | 18 | $5.51K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 19 | $5.82K | 0.00% | −1−5.0% | Reduced |
| Financial Network Wealth Advisors LLC | 20 | $6.13K | 0.01% | −3−13.0% | Reduced |
| Greykasell Wealth Strategies, Inc. | 20 | $6.13K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 22 | $6.62K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 22 | $6.74K | 0.00% | −220−90.9% | Reduced |
| Basecamp Wealth Advisors LLC | 23 | $7.04K | 0.00% | +23 | New |
| Cherry Tree Wealth Management, LLC | 23 | $7.04K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 23 | $7.04K | 0.00% | +8+53.3% | Added |
| Bell Investment Advisors, Inc | 23 | $7.04K | 0.00% | +14+155.6% | Added |
| Fortitude Family Office, LLC | 24 | $7.35K | 0.00% | 00.0% | Unchanged |
| American National Bank | 26 | $7.96K | 0.00% | +26 | New |
| First Horizon Corp | 27 | $8.27K | 0.00% | +27 | New |
| Massmutual Trust Co FSB | 28 | $8.57K | 0.00% | +5+21.7% | Added |
| SHP Wealth Management | 28 | $8.57K | 0.00% | +28 | New |
| Farmers & Merchants Investments Inc | 31 | $9.49K | 0.00% | +15+93.8% | Added |
| Cornerstone Planning Group LLC | 26 | $9.71K | 0.00% | +18+225.0% | Added |
| Northwestern Mutual Wealth Management Co | 32 | $9.80K | 0.00% | −70−68.6% | Reduced |
| Strategic Wealth Partners, Ltd. | 34 | $10.4K | 0.00% | +5+17.2% | Added |
| Tucker Asset Management LLC | 36 | $11.0K | 0.00% | +36 | New |
| Bare Financial Services, Inc | 39 | $11.9K | 0.00% | −3−7.1% | Reduced |
| Zions Bancorporation, National Association | 39 | $11.9K | 0.00% | +39 | New |
| Rossby Financial, LCC | 42 | $12.9K | 0.00% | +36+600.0% | Added |
| Matrix Trust Co | 43 | $13.0K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 44 | $13.5K | 0.01% | −23−34.3% | Reduced |
| Larson Financial Group LLC | 44 | $13.5K | 0.00% | −5−10.2% | Reduced |
| Westend Capital Management, LLC | 44 | $13.5K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 45 | $13.8K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 46 | $14.1K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 50 | $15.3K | 0.00% | +28+127.3% | Added |
| TD Waterhouse Canada Inc. | 51 | $15.6K | 0.00% | −1,552−96.8% | Reduced |
| DV Trading LLC | 56 | $17.1K | 0.00% | +56 | New |
| LRI Investments, LLC | 58 | $17.7K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 58 | $18.0K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 62 | $19.0K | 0.00% | +62 | New |
| Wolff Wiese Magana LLC | 68 | $20.8K | 0.01% | −131−65.8% | Reduced |
| Blume Capital Management, Inc. | 75 | $23.0K | 0.00% | −15−16.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 80 | $25.4K | 0.00% | −2−2.4% | Reduced |
| MCF Advisors LLC | 85 | $26.0K | 0.00% | −7−7.6% | Reduced |
| Signature Equity Partners, LLC | 87 | $26.6K | 0.01% | +87 | New |
| Bogart Wealth, LLC | 89 | $27.3K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 89 | $27.3K | 0.00% | +13+17.1% | Added |
| Sound Income Strategies, LLC | 79 | $27.7K | 0.00% | +79 | New |
| Fifth Third Bancorp | 99 | $30.3K | 0.00% | +18+22.2% | Added |
| Root Financial Partners, LLC | 100 | $30.6K | 0.00% | +23+29.9% | Added |
| Kemnay Advisory Services Inc. | 101 | $30.9K | 0.00% | +101 | New |
| HM Payson & Co | 105 | $32.2K | 0.00% | −65−38.2% | Reduced |
| EverSource Wealth Advisors, LLC | 107 | $32.8K | 0.00% | +27+33.8% | Added |
| State of Wyoming | 110 | $33.7K | 0.00% | −811−88.1% | Reduced |
| Keating Financial Advisory Services, Inc. | 112 | $34.3K | 0.00% | +112 | New |
| Cullen/Frost Bankers, Inc. | 115 | $35.2K | 0.00% | +18+18.6% | Added |
| USA Financial Portformulas Corp | 129 | $39.5K | 0.01% | +129 | New |
| TFC Financial Management | 136 | $41.6K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 144 | $44.1K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 157 | $50.1K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 185 | $56.7K | 0.00% | −427−69.8% | Reduced |
| Rakuten Securities, Inc. | 189 | $57.9K | 0.02% | +83+78.3% | Added |
| Sterling Capital Management LLC | 195 | $59.7K | 0.00% | +122+167.1% | Added |
| Strategic Investment Solutions, Inc. | 200 | $61.2K | 0.01% | +200 | New |
| Reyes Financial Architecture, Inc. | 200 | $61.2K | 0.04% | +200 | New |
| Hilton Head Capital Partners, LLC | 200 | $61.2K | 0.04% | +200 | New |
| Blue Bell Private Wealth Management, LLC | 202 | $61.9K | 0.01% | +23+12.8% | Added |
| Essential Partners LLC | 208 | $63.7K | 0.02% | 00.0% | Unchanged |
| Bessemer Group Inc | 216 | $66.0K | 0.00% | +35+19.3% | Added |
| Umb Bank N A | 222 | $68.0K | 0.00% | +92+70.8% | Added |
| McGuire Capital Advisors Inc | 227 | $69.5K | 0.04% | +227 | New |
| Bryn Mawr Trust Co | 230 | $70.4K | 0.00% | +158+219.4% | Added |