| Rakuten Securities, Inc. | 1 | $48 | 0.00% | −12−92.3% | Reduced |
| Cypress Capital Management LLC (WY) | 2 | $96 | 0.00% | 00.0% | Unchanged |
| Safe Harbor Fiduciary, LLC | 2 | $96 | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 3 | $145 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 4 | $192 | 0.00% | −16−80.0% | Reduced |
| Salem Investment Counselors Inc | 4 | $193 | 0.00% | −5,535−99.9% | Reduced |
| True Wealth Design, LLC | 4 | $193 | 0.00% | −415−99.0% | Reduced |
| Principia Wealth Advisory, LLC | 5 | $240 | 0.00% | −5−50.0% | Reduced |
| Highline Wealth Partners LLC | 5 | $240 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 5 | $246 | 0.00% | +5 | New |
| Dunhill Financial, LLC | 5 | $249 | 0.00% | −39−88.6% | Reduced |
| WestEnd Advisors, LLC | 6 | $289 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 6 | $289 | 0.00% | 00.0% | Unchanged |
| Total Investment Management Inc | 6 | $289 | 0.00% | +6 | New |
| Distillate Capital Partners LLC | 8 | $385 | 0.00% | −119−93.7% | Reduced |
| Tortoise Investment Management, LLC | 9 | $433 | 0.00% | +9 | New |
| Bay Harbor Wealth Management, LLC | 10 | $480 | 0.00% | +4+66.7% | Added |
| CVA Family Office, LLC | 10 | $481 | 0.00% | −15−60.0% | Reduced |
| Rialto Wealth Management, LLC | 10 | $481 | 0.00% | −2−16.7% | Reduced |
| Hughes Financial Services, LLC | 10 | $502 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 11 | $529 | 0.00% | −20−64.5% | Reduced |
| Trifecta Capital Advisors, LLC | 12 | $578 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 13 | $625 | 0.00% | +8+160.0% | Added |
| Financial Management Professionals, Inc. | 15 | $721 | 0.00% | −493−97.0% | Reduced |
| SJS Investment Consulting Inc. | 15 | $722 | 0.00% | −23−60.5% | Reduced |
| Medallion Wealth Advisors, LLC | 17 | $834 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 18 | $866 | 0.00% | +18 | New |
| Smallwood Wealth Investment Management, LLC | 20 | $961 | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 20 | $962 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 20 | $962 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 38 | $1.00K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 22 | $1.06K | 0.00% | −262−92.3% | Reduced |
| Colonial Trust Co | 23 | $1.11K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 26 | $1.25K | 0.00% | +8+44.4% | Added |
| Core Alternative Capital | 27 | $1.30K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 30 | $1.44K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 30 | $1.44K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 33 | $1.59K | 0.00% | −4−10.8% | Reduced |
| Thompson Investment Management, Inc. | 36 | $1.72K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 36 | $1.77K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 37 | $1.78K | 0.00% | +37 | New |
| Cape Investment Advisory, Inc. | 39 | $1.89K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 40 | $1.92K | 0.00% | −105−72.4% | Reduced |
| MCF Advisors LLC | 40 | $1.92K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 42 | $2.02K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 42 | $2.02K | 0.00% | +38+950.0% | Added |
| Caldwell Sutter Capital, Inc. | 45 | $2.16K | 0.00% | +10+28.6% | Added |
| Central Trust Co | 51 | $2.45K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 52 | $2.50K | 0.00% | −150−74.3% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 52 | $2.65K | 0.00% | +52 | New |
| Private Wealth Management Group, LLC | 56 | $2.69K | 0.00% | −1−1.8% | Reduced |
| Grove Bank & Trust | 59 | $2.84K | 0.00% | +20+51.3% | Added |
| Walleye Capital LLC | 60 | $2.88K | 0.00% | −308−83.7% | Reduced |
| Vermillion Wealth Management, Inc. | 62 | $2.96K | 0.00% | +1+1.6% | Added |
| GW&K Investment Management, LLC | 56 | $3.00K | 0.00% | +26+86.7% | Added |
| Ogorek Anthony Joseph | 70 | $3.00K | 0.00% | +53+311.8% | Added |
| Covestor Ltd | 54 | $3.00K | 0.00% | +47+671.4% | Added |
| Addison Advisors LLC | 71 | $3.42K | 0.00% | −41−36.6% | Reduced |
| SOA Wealth Advisors, LLC. | 73 | $3.50K | 0.00% | +1+1.4% | Added |
| GHP Investment Advisors, Inc. | 77 | $3.70K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 79 | $3.79K | 0.00% | +36+83.7% | Added |
| Cornerstone Planning Group LLC | 78 | $3.85K | 0.00% | +33+73.3% | Added |
| Creative Financial Designs Inc | 80 | $3.86K | 0.00% | −5−5.9% | Reduced |
| North Star Investment Management Corp. | 90 | $4.33K | 0.00% | −40−30.8% | Reduced |
| Pinnacle Bancorp, Inc. | 90 | $4.33K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 90 | $4.33K | 0.00% | −4−4.3% | Reduced |
| Zions Bancorporation, National Association | 92 | $4.42K | 0.00% | −294−76.2% | Reduced |
| Larson Financial Group LLC | 97 | $4.67K | 0.00% | −12−11.0% | Reduced |
| AdvisorNet Financial, Inc | 97 | $4.67K | 0.00% | −7−6.7% | Reduced |
| Delta Asset Management LLC | 100 | $4.81K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 100 | $4.81K | 0.00% | 00.0% | Unchanged |
| City State Bank | 100 | $4.81K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 100 | $4.81K | 0.00% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 100 | $4.81K | 0.00% | +100 | New |
| MV Capital Management, Inc. | 102 | $4.91K | 0.00% | −8−7.3% | Reduced |
| Farmers & Merchants Investments Inc | 105 | $5.05K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 107 | $5.15K | 0.00% | −30−21.9% | Reduced |
| Clear Street Markets LLC | 115 | $5.53K | 0.00% | +115 | New |
| Transce3nd, LLC | 117 | $5.63K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 121 | $5.82K | 0.00% | +16+15.2% | Added |
| Golden State Wealth Management, LLC | 126 | $6.06K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 130 | $6.25K | 0.00% | +130 | New |
| Louisbourg Investments Inc. | 130 | $6.25K | 0.00% | +130 | New |
| Chilton Capital Management LLC | 133 | $6.40K | 0.00% | −856−86.6% | Reduced |
| Hemington Wealth Management | 146 | $7.00K | 0.00% | −67−31.5% | Reduced |
| 1 North Wealth Services LLC | 150 | $7.21K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 152 | $7.31K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 179 | $8.61K | 0.01% | +179 | New |
| First Horizon Advisors, Inc. | 180 | $8.66K | 0.00% | −1,372−88.4% | Reduced |
| Clearstead Advisors, LLC | 182 | $8.75K | 0.00% | +150+468.8% | Added |
| Wood Tarver Financial Group, LLC | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 200 | $9.62K | 0.01% | −9−4.3% | Reduced |
| Hilltop National Bank | 200 | $9.62K | 0.00% | +200 | New |
| Flagship Wealth Advisors, LLC | 200 | $9.62K | 0.00% | +200 | New |
| Beaird Harris Wealth Management, LLC | 221 | $10.6K | 0.00% | −86−28.0% | Reduced |
| Massmutual Trust Co FSB | 222 | $10.7K | 0.00% | +18+8.8% | Added |
| Accredited Wealth Management, LLC | 228 | $10.9K | 0.01% | +3+1.3% | Added |
| MorganRosel Wealth Management, LLC | 232 | $11.2K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 242 | $11.6K | 0.00% | 00.0% | Unchanged |