| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | −4−50.0% | Reduced |
| HBC Financial Services, PLLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 2 | $0 | 0.00% | +2 | New |
| VitalStone Financial, LLC | 7 | $0 | 0.00% | +7 | New |
| Hallmark Capital Management Inc | 0 | $29 | 0.00% | −6−100.0% | Reduced |
| Schubert & Co | 1 | $112 | 0.00% | −3−75.0% | Reduced |
| Disciplined Investments, LLC | 1 | $112 | 0.00% | −2−66.7% | Reduced |
| True Wealth Design, LLC | 1 | $112 | 0.00% | +1 | New |
| Versant Capital Management, Inc | 2 | $224 | 0.00% | −30−93.8% | Reduced |
| Clear Perspectives Financial Planning, LLC | 2 | $224 | 0.00% | +2 | New |
| My Personal CFO, LLC | 2 | $224 | 0.00% | +2 | New |
| MinichMacGregor Wealth Management, LLC | 5 | $559 | 0.00% | +5 | New |
| CVA Family Office, LLC | 5 | $560 | 0.00% | −5−50.0% | Reduced |
| Baker Avenue Asset Management, LP | 5 | $560 | 0.00% | +5 | New |
| Zions Bancorporation, N.A. | 6 | $671 | 0.00% | −10−62.5% | Reduced |
| Duncker Streett & Co Inc | 6 | $671 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 7 | $783 | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 8 | $895 | 0.00% | −450−98.3% | Reduced |
| Sutton Wealth Advisors Inc. | 8 | $895 | 0.00% | +8 | New |
| Missouri Trust & Investment Co | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 8 | $1.00K | 0.00% | +8 | New |
| Farther Finance Advisors, LLC | 9 | $1.01K | 0.00% | +9 | New |
| Berkshire Capital Holdings Inc | 10 | $1.12K | 0.00% | −69,560−100.0% | Reduced |
| NVWM, LLC | 11 | $1.23K | 0.00% | −4−26.7% | Reduced |
| Global Retirement Partners, LLC | 11 | $1.23K | 0.00% | +11 | New |
| Sofos Investments, Inc. | 112 | $1.31K | 0.01% | +112 | New |
| Whittier Trust Co of Nevada Inc | 12 | $1.34K | 0.00% | +12 | New |
| JFS Wealth Advisors, LLC | 12 | $1.34K | 0.00% | −127−91.4% | Reduced |
| Beaird Harris Wealth Management, LLC | 12 | $1.34K | 0.00% | −6−33.3% | Reduced |
| Larson Financial Group LLC | 12 | $1.34K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 12 | $1.34K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 15 | $1.68K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 16 | $1.79K | 0.00% | +16 | New |
| PayPay Securities Corp | 16 | $1.79K | 0.12% | +16 | New |
| Umb Bank N A | 17 | $2.00K | 0.00% | −2,543−99.3% | Reduced |
| Ogorek Anthony Joseph | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 17 | $2.00K | 0.00% | +8+88.9% | Added |
| Arlington Partners LLC | 19 | $2.13K | 0.00% | −30−61.2% | Reduced |
| Bell Investment Advisors, Inc | 19 | $2.13K | 0.00% | −13−40.6% | Reduced |
| NewSquare Capital LLC | 23 | $2.57K | 0.00% | +23 | New |
| Kistler-Tiffany Companies, LLC | 24 | $2.69K | 0.00% | 00.0% | Unchanged |
| National Pension Service | 25 | $2.80K | 0.00% | −139,760−100.0% | Reduced |
| BDO Wealth Advisors, LLC | 25 | $2.80K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 25 | $2.80K | 0.00% | +25 | New |
| First Personal Financial Services | 27 | $3.02K | 0.00% | −129−82.7% | Reduced |
| Lindbrook Capital, LLC | 30 | $3.36K | 0.00% | −14−31.8% | Reduced |
| Column Capital Advisors, LLC | 31 | $3.47K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 34 | $3.81K | 0.00% | +34 | New |
| WFA Asset Management Corp | 35 | $3.92K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 37 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 36 | $4.03K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 40 | $4.48K | 0.00% | −35−46.7% | Reduced |
| Hartford Financial Management Inc. | 40 | $4.48K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 40 | $4.48K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 42 | $4.70K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 42 | $4.70K | 0.00% | +42 | New |
| Earnest Partners LLC | 44 | $4.92K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 45 | $5.04K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 47 | $5.23K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 50 | $5.59K | 0.00% | −154−75.5% | Reduced |
| GHP Investment Advisors, Inc. | 50 | $5.59K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 50 | $5.59K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 50 | $5.59K | 0.00% | +50 | New |
| ICA Group Wealth Management, LLC | 50 | $5.59K | 0.00% | +50 | New |
| Parkside Financial Bank & Trust | 52 | $5.82K | 0.00% | −10−16.1% | Reduced |
| Highlander Capital Management, LLC | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 55 | $6.15K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 59 | $6.60K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 60 | $6.71K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 60 | $6.71K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 70 | $7.83K | 0.00% | −33−32.0% | Reduced |
| Covestor Ltd | 70 | $8.00K | 0.01% | −1−1.4% | Reduced |
| Beacon Capital Management, LLC | 72 | $8.06K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 54 | $8.88K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 80 | $8.95K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 88 | $9.85K | 0.00% | +37+72.5% | Added |
| SJS Investment Consulting Inc. | 96 | $10.7K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 97 | $10.9K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 97 | $11.0K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 100 | $11.0K | 0.01% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 100 | $11.0K | 0.01% | +100 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $11.2K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 100 | $11.2K | 0.00% | +96+2,400.0% | Added |
| Delta Asset Management LLC | 100 | $11.2K | 0.00% | +100 | New |
| New England Capital Financial Advisors LLC | 100 | $11.7K | 0.01% | +100 | New |
| Creative Financial Designs Inc | 105 | $11.8K | 0.00% | −150−58.8% | Reduced |
| Trifecta Capital Advisors, LLC | 105 | $11.8K | 0.00% | +105 | New |
| Financial Freedom, LLC | 105 | $11.8K | 0.01% | +105 | New |
| CKW Financial Group | 105 | $12.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 105 | $12.0K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 111 | $12.4K | 0.00% | −2−1.8% | Reduced |
| Macroview Investment Management LLC | 112 | $12.5K | 0.02% | +45+67.2% | Added |
| Oliver Lagore Vanvalin Investment Group | 115 | $12.9K | 0.01% | +58+101.8% | Added |
| Glen Eagle Advisors, LLC | 123 | $13.8K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 124 | $13.9K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 125 | $14.0K | 0.01% | +20+19.0% | Added |
| Madden Securities Corp | 150 | $16.8K | 0.01% | +150 | New |