| Ogorek Anthony Joseph | 1 | $0 | 0.00% | +1 | New |
| Evolution Advisers, Inc. | 1 | $0 | 0.00% | +1 | New |
| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| Abound Wealth Management | 0 | $1 | 0.00% | −22−100.0% | Reduced |
| Measured Wealth Private Client Group, LLC | 0 | $72 | 0.00% | 0 | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | $125 | 0.00% | −2,878−100.0% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 1 | $180 | 0.00% | −468−99.8% | Reduced |
| AdvisorNet Financial, Inc | 1 | $180 | 0.00% | −13−92.9% | Reduced |
| Seneschal Advisors, LLC | 1 | $180 | 0.00% | −1−50.0% | Reduced |
| Trifecta Capital Advisors, LLC | 1 | $180 | 0.00% | +1 | New |
| Spectrum Wealth Advisory Group, LLC | 1 | $181 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $184 | 0.00% | −2−66.7% | Reduced |
| Aspect Partners, LLC | 2 | $359 | 0.00% | −9−81.8% | Reduced |
| United Community Bank | 2 | $359 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 2 | $359 | 0.00% | +1+100.0% | Added |
| Downshift Financial, LLC | 2 | $359 | 0.00% | +2 | New |
| Kingdom Financial Group LLC. | 2 | $360 | 0.00% | −2−50.0% | Reduced |
| Sittner & Nelson, LLC | 2 | $360 | 0.00% | +2 | New |
| Retirement Wealth Solutions LLC | 2 | $360 | 0.00% | +2 | New |
| Nvest Wealth Strategies, Inc. | 2 | $360 | 0.00% | +2 | New |
| Davis Capital Management | 3 | $539 | 0.00% | +1+50.0% | Added |
| Motco | 3 | $539 | 0.00% | +3 | New |
| Breakwater Investment Management | 3 | $539 | 0.00% | +3 | New |
| Strengthening Families & Communities, LLC | 4 | $718 | 0.00% | +4 | New |
| West Paces Advisors Inc. | 4 | $718 | 0.00% | +4 | New |
| Dunhill Financial, LLC | 4 | $745 | 0.00% | −1−20.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 5 | $898 | 0.00% | −2−28.6% | Reduced |
| Quaker Wealth Management, LLC | 5 | $898 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 5 | $898 | 0.00% | +2+66.7% | Added |
| Vanguard Advisers Inc | 5 | $898 | 0.00% | +5 | New |
| Wolff Wiese Magana LLC | 5 | $898 | 0.00% | +5 | New |
| Creative Capital Management Investments LLC | 5 | $898 | 0.00% | +5 | New |
| NVWM, LLC | 6 | $1.08K | 0.00% | −5−45.5% | Reduced |
| Rakuten Securities, Inc. | 6 | $1.08K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 6 | $1.08K | 0.00% | +6 | New |
| Financial Consulate, Inc | 6 | $1.08K | 0.00% | −90−93.8% | Reduced |
| DiNuzzo Private Wealth, Inc. | 6 | $1.08K | 0.00% | −5−45.5% | Reduced |
| Tounjian Advisory Partners, LLC | 6 | $1.08K | 0.00% | +6 | New |
| Basepoint Wealth LLC | 6 | $1.09K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 7 | $1.26K | 0.00% | −46−86.8% | Reduced |
| Triumph Capital Management | 7 | $1.26K | 0.00% | −4−36.4% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 7 | $1.26K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 7 | $1.26K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 7 | $1.26K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 7 | $1.26K | 0.00% | +2+40.0% | Added |
| POM Investment Strategies, LLC | 7 | $1.26K | 0.00% | +7 | New |
| Planning Strategies Inc. | 7 | $1.26K | 0.00% | +7 | New |
| Steigerwald, Gordon & Koch Inc. | 8 | $1.44K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 8 | $1.44K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 8 | $1.44K | 0.00% | +8 | New |
| Dogwood Wealth Management LLC | 9 | $1.62K | 0.00% | −11−55.0% | Reduced |
| Beaird Harris Wealth Management, LLC | 9 | $1.62K | 0.00% | −2−18.2% | Reduced |
| Thompson Investment Management, Inc. | 9 | $1.62K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 9 | $1.62K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 9 | $1.62K | 0.00% | +9 | New |
| Bartlett & Co. Wealth Management LLC | 10 | $1.79K | 0.00% | +8+400.0% | Added |
| Key Capital Management, INC | 10 | $1.79K | 0.00% | +9+900.0% | Added |
| Horizon Financial Services, LLC | 10 | $1.79K | 0.00% | +10 | New |
| Cape Investment Advisory, Inc. | 10 | $1.79K | 0.00% | +10 | New |
| JPL Wealth Management, LLC | 11 | $1.98K | 0.00% | +1+10.0% | Added |
| Quest 10 Wealth Builders, Inc. | 11 | $1.98K | 0.00% | +2+22.2% | Added |
| Caldwell Sutter Capital, Inc. | 12 | $2.15K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 13 | $2.33K | 0.00% | +5+62.5% | Added |
| Caitong International Asset Management Co., Ltd | 14 | $2.51K | 0.00% | −106−88.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 14 | $2.51K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 16 | $2.87K | 0.00% | +16 | New |
| Burkett Financial Services, LLC | 16 | $2.88K | 0.00% | +16 | New |
| Arlington Trust Co LLC | 17 | $3.05K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 17 | $3.05K | 0.00% | +17 | New |
| Highline Wealth Partners LLC | 18 | $3.23K | 0.00% | −2−10.0% | Reduced |
| Miller Global Investments, LLC | 19 | $3.41K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 20 | $3.59K | 0.00% | −26−56.5% | Reduced |
| Trust Co of Vermont | 20 | $3.59K | 0.00% | +20 | New |
| Raffa Wealth Management, LLC | 21 | $3.77K | 0.00% | −14−40.0% | Reduced |
| Princeton Global Asset Management LLC | 21 | $3.77K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 21 | $3.77K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 22 | $3.95K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 22 | $3.95K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 23 | $4.13K | 0.00% | +15+187.5% | Added |
| North Star Investment Management Corp. | 23 | $4.13K | 0.00% | +17+283.3% | Added |
| Bellevue Asset Management, LLC | 24 | $4.31K | 0.00% | +24 | New |
| High Note Wealth, LLC | 24 | $4.31K | 0.00% | +9+60.0% | Added |
| Continuum Advisory, LLC | 24 | $4.31K | 0.00% | +24 | New |
| Highland Investment Advisors LLC | 24 | $4.32K | 0.00% | +24 | New |
| Your Advocates Ltd., LLP | 25 | $4.49K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 25 | $4.49K | 0.00% | +12+92.3% | Added |
| Golden State Wealth Management, LLC | 25 | $4.50K | 0.00% | +25 | New |
| Gables Capital Management Inc. | 26 | $4.67K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 27 | $4.85K | 0.00% | −12−30.8% | Reduced |
| Bayban | 29 | $5.21K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 29 | $5.21K | 0.00% | +3+11.5% | Added |
| IMA Wealth, Inc. | 30 | $5.39K | 0.00% | +29+2,900.0% | Added |
| Clear Street Markets LLC | 30 | $5.39K | 0.00% | +30 | New |
| Torren Management, LLC | 31 | $5.57K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 31 | $5.57K | 0.00% | +31 | New |
| Valued Wealth Advisors LLC | 33 | $5.98K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 34 | $6.10K | 0.00% | −72−67.9% | Reduced |
| Vanguard National Trust Co | 36 | $6.46K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 37 | $6.64K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 37 | $6.64K | 0.00% | +33+825.0% | Added |