| Centerpoint Advisors, LLC | 2 | $0 | 0.00% | −60−96.8% | Reduced |
| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 0 | $12 | 0.00% | 0 | New |
| Vermillion & White Wealth Management Group, LLC | 1 | $43 | 0.00% | +1 | New |
| Disciplina Capital Management LLC | 1 | $186 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 2 | $313 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 3 | $427 | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 5 | $725 | 0.00% | +5 | New |
| WestEnd Advisors, LLC | 7 | $997 | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 7 | $997 | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 7 | $997 | 0.00% | +7 | New |
| Nalls Sherbakoff Group, LLC | 7 | $1.01K | 0.00% | +7 | New |
| Life Planning Partners, Inc | 8 | $1.14K | 0.00% | +8 | New |
| Country Trust Bank | 9 | $1.28K | 0.00% | −113−92.6% | Reduced |
| True Wealth Design, LLC | 9 | $1.28K | 0.00% | −55−85.9% | Reduced |
| Morton Brown Family Wealth, LLC | 10 | $1.42K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 11 | $1.56K | 0.00% | −2,155−99.5% | Reduced |
| Highline Wealth Partners LLC | 12 | $1.71K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 14 | $1.99K | 0.00% | −6−30.0% | Reduced |
| BFSG, LLC | 16 | $2.28K | 0.00% | +16 | New |
| Aspect Partners, LLC | 16 | $2.28K | 0.00% | +16 | New |
| Pineridge Advisors LLC | 17 | $2.42K | 0.00% | +17 | New |
| Cordant, Inc. | 18 | $2.56K | 0.00% | +18 | New |
| Princeton Global Asset Management LLC | 19 | $2.71K | 0.00% | +19 | New |
| PayPay Securities Corp | 19 | $2.76K | 0.14% | +5+35.7% | Added |
| Lowe Wealth Advisors, LLC | 20 | $2.85K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 20 | $2.85K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 20 | $2.85K | 0.00% | +20 | New |
| Bradley & Co. Private Wealth Management, LLC | 24 | $3.42K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 26 | $3.71K | 0.00% | +26 | New |
| Kessler Investment Group, LLC | 28 | $3.99K | 0.00% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 29 | $4.06K | 0.00% | +29 | New |
| J.Safra Asset Management Corp | 29 | $4.13K | 0.00% | +29 | New |
| DiNuzzo Private Wealth, Inc. | 29 | $4.13K | 0.00% | +29 | New |
| Dunhill Financial, LLC | 31 | $4.46K | 0.00% | +31 | New |
| Fairfield, Bush & Co. | 32 | $4.56K | 0.00% | +32 | New |
| RFP Financial Group LLC | 80 | $4.68K | 0.00% | −920−92.0% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 33 | $4.70K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 34 | $4.84K | 0.00% | −4,527−99.3% | Reduced |
| TFC Financial Management | 34 | $4.87K | 0.00% | −4−10.5% | Reduced |
| Sofos Investments, Inc. | 34 | $4.87K | 0.00% | −142−80.7% | Reduced |
| Eukles Asset Management | 35 | $4.99K | 0.00% | −500−93.5% | Reduced |
| Evergreen Private Wealth LLC | 35 | $4.99K | 0.00% | +35 | New |
| Long Island Wealth Management, Inc. | 38 | $5.00K | 0.00% | +38 | New |
| Provenance Wealth Advisors, LLC | 36 | $5.13K | 0.00% | −301−89.3% | Reduced |
| Caitlin John, LLC | 37 | $5.27K | 0.00% | +37 | New |
| Focused Wealth Management, Inc | 38 | $5.47K | 0.00% | +29+322.2% | Added |
| Northwest Bank & Trust Co | 40 | $5.70K | 0.01% | +40 | New |
| Sanctuary Wealth Management, L.L.C. | 42 | $5.98K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 44 | $6.27K | 0.00% | −36−45.0% | Reduced |
| ClariVest Asset Management LLC | 44 | $6.27K | 0.00% | +44 | New |
| Fortis Group Advisors, LLC | 46 | $6.55K | 0.00% | +23+100.0% | Added |
| PFS Partners, LLC | 48 | $6.83K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 50 | $7.12K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 50 | $7.12K | 0.01% | +50 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 50 | $7.12K | 0.00% | +50 | New |
| Planned Solutions, Inc. | 55 | $7.83K | 0.00% | +55 | New |
| Morgan Dempsey Capital Management LLC | 57 | $8.12K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 60 | $8.53K | 0.00% | +1+1.7% | Added |
| JDM Financial Group LLC | 60 | $8.54K | 0.01% | 00.0% | Unchanged |
| Centennial Bank | 60 | $8.54K | 0.01% | +31+106.9% | Added |
| Atwood & Palmer Inc | 61 | $8.69K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 62 | $8.75K | 0.00% | +62 | New |
| Live Oak Investment Partners | – | $9.26K | 0.01% | – | – |
| Clear Point Advisors Inc. | 68 | $9.70K | 0.01% | +68 | New |
| Godsey & Gibb Associates | 70 | $9.97K | 0.00% | −13−15.7% | Reduced |
| CGC Financial Services, LLC | 73 | $10.4K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 73 | $10.4K | 0.01% | +73 | New |
| Frazier Financial Advisors, LLC | 74 | $10.5K | 0.01% | +74 | New |
| Creekmur Asset Management LLC | 75 | $10.7K | 0.00% | +75 | New |
| IAG Wealth Partners, LLC | 79 | $11.3K | 0.00% | −29−26.9% | Reduced |
| Legend Financial Advisors, Inc. | 79 | $11.3K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 79 | $11.3K | 0.00% | +41+107.9% | Added |
| Raleigh Capital Management Inc. | 84 | $12.0K | 0.01% | +70+500.0% | Added |
| Wolff Wiese Magana LLC | 85 | $12.2K | 0.01% | −584−87.3% | Reduced |
| International Assets Investment Management, LLC | 1,757,088 | $12.3K | 0.00% | +1,745,459+15,009.5% | Added |
| Global Financial Private Client, LLC | 88 | $12.5K | 0.01% | +50+131.6% | Added |
| Itau Unibanco Holding S.A. | 90 | $12.8K | 0.00% | +90 | New |
| Raffa Wealth Management, LLC | 91 | $13.0K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 92 | $13.1K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 100 | $13.3K | 0.01% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 100 | $14.2K | 0.00% | −1−1.0% | Reduced |
| Valued Wealth Advisors LLC | 130 | $14.4K | 0.01% | +130 | New |
| Tidemark, LLC | 103 | $14.7K | 0.01% | +103 | New |
| West Financial Advisors, LLC | 103 | $14.7K | 0.00% | −60−36.8% | Reduced |
| Financial Freedom, LLC | 103 | $14.7K | 0.01% | +1+1.0% | Added |
| Vima LLC | 104 | $14.8K | 0.03% | +104 | New |
| Retirement Group, LLC | 107 | $15.3K | 0.01% | +1+0.9% | Added |
| Tradewinds Capital Management, LLC | 110 | $15.7K | 0.01% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 110 | $16.0K | 0.01% | +110 | New |
| Washington Trust Advisors, Inc. | 114 | $16.2K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 115 | $16.4K | 0.01% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 116 | $16.5K | 0.03% | +116 | New |
| Liberty One Investment Management, LLC | 119 | $16.9K | 0.00% | +64+116.4% | Added |
| Hazlett, Burt & Watson, Inc. | 123 | $17.0K | 0.01% | −12−8.9% | Reduced |
| Frank, Rimerman Advisors LLC | 124 | $17.7K | 0.00% | +124 | New |
| Garner Asset Management Corp | 120 | $17.8K | 0.01% | +120 | New |
| 1832 Asset Management L.P. | 126 | $17.9K | 0.00% | −99,912−99.9% | Reduced |
| Tower View Investment Management & Research LLC | 129 | $18.0K | 0.01% | −105−44.9% | Reduced |
| Aspire Private Capital, LLC | 128 | $18.4K | 0.01% | −71−35.7% | Reduced |