| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | New |
| Hallmark Capital Management Inc | 0 | $58 | 0.00% | 0 | Unchanged |
| True Wealth Design, LLC | 1 | $222 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 1 | $222 | 0.00% | +1 | New |
| MV Capital Management, Inc. | 2 | $444 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 3 | $665 | 0.00% | −95−96.9% | Reduced |
| Johnson Financial Group, Inc. | 3 | $665 | 0.00% | +3 | New |
| Winthrop Capital Management, LLC | 4 | $886 | 0.00% | +4 | New |
| HBC Financial Services, PLLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $1.11K | 0.00% | +5 | New |
| Duncker Streett & Co Inc | 6 | $1.33K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 7 | $1.55K | 0.00% | +2+40.0% | Added |
| Sachetta, LLC | 7 | $1.55K | 0.00% | +7 | New |
| Massmutual Trust Co FSB | 8 | $1.77K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 8 | $1.77K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 8 | $1.77K | 0.00% | +8 | New |
| Strategic Investment Solutions, Inc. | 8 | $1.77K | 0.00% | +8 | New |
| PayPay Securities Corp | 8 | $1.83K | 0.09% | +2+33.3% | Added |
| Bokf, NA | 9 | $1.99K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 7 | $2.00K | 0.00% | −2,769−99.7% | Reduced |
| Avion Wealth | 9 | $2.00K | 0.00% | +3+50.0% | Added |
| Missouri Trust & Investment Co | 10 | $2.22K | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 10 | $2.22K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 10 | $2.22K | 0.00% | +10 | New |
| AdvisorNet Financial, Inc | 11 | $2.44K | 0.00% | +7+175.0% | Added |
| Whittier Trust Co of Nevada Inc | 12 | $2.66K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 12 | $2.66K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 12 | $3.00K | 0.00% | −4−25.0% | Reduced |
| Glassman Wealth Services | 15 | $3.32K | 0.00% | +5+50.0% | Added |
| Caldwell Sutter Capital, Inc. | 15 | $3.32K | 0.00% | +15 | New |
| Tidemark, LLC | 15 | $3.32K | 0.00% | +15 | New |
| Nalls Sherbakoff Group, LLC | 15 | $3.32K | 0.00% | −15−50.0% | Reduced |
| JFS Wealth Advisors, LLC | 16 | $3.54K | 0.00% | +2+14.3% | Added |
| Lee Financial Co | 16 | $3.54K | 0.00% | +16 | New |
| Colonial Trust Co | 18 | $4.04K | 0.00% | +4+28.6% | Added |
| Arrow Financial Corp | 20 | $4.43K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 20 | $4.43K | 0.00% | +20 | New |
| Concord Wealth Partners | 21 | $4.65K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 22 | $4.88K | 0.00% | +6+37.5% | Added |
| Zions Bancorporation, N.A. | 23 | $5.10K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 25 | $5.54K | 0.00% | 00.0% | Unchanged |
| LM Advisors LLC | 25 | $5.54K | 0.00% | +25 | New |
| WealthCollab, LLC | 28 | $6.20K | 0.00% | +28 | New |
| Beaird Harris Wealth Management, LLC | 32 | $7.09K | 0.00% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 35 | $7.75K | 0.00% | +35 | New |
| Smartleaf Asset Management LLC | 35 | $7.86K | 0.00% | +35 | New |
| Psagot Value Holdings Ltd. / (Israel) | 37 | $8.00K | 0.00% | +4+12.1% | Added |
| Asset Dedication, LLC | 38 | $8.00K | 0.00% | +28+280.0% | Added |
| Rocky Mountain Advisers, LLC | 37 | $8.20K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 40 | $8.86K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 42 | $9.31K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 44 | $9.75K | 0.00% | +44 | New |
| Point72 Middle East FZE | 45 | $9.90K | 0.00% | +45 | New |
| MeadowBrook Investment Advisors LLC | 45 | $9.97K | 0.01% | +45 | New |
| Barrett & Company, Inc. | 49 | $10.8K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 50 | $11.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 51 | $11.0K | 0.00% | +31+155.0% | Added |
| GHP Investment Advisors, Inc. | 50 | $11.1K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 50 | $11.1K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 50 | $11.1K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 50 | $11.1K | 0.00% | +50 | New |
| ICA Group Wealth Management, LLC | 50 | $11.1K | 0.00% | +50 | New |
| Halpern Financial, Inc. | 53 | $11.1K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 72 | $11.2K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 53 | $11.7K | 0.01% | +10+23.3% | Added |
| Key Financial Inc | 54 | $12.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 52 | $12.1K | 0.00% | +2+4.0% | Added |
| Tradewinds Capital Management, LLC | 55 | $12.2K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 56 | $12.4K | 0.00% | +56 | New |
| Larson Financial Group LLC | 60 | $13.3K | 0.00% | −20−25.0% | Reduced |
| SRS Capital Advisors, Inc. | 60 | $13.3K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 70 | $15.5K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 70 | $15.5K | 0.01% | +70 | New |
| Centiva Capital, LP | 76 | $16.8K | 0.00% | −361−82.6% | Reduced |
| O'Dell Group, LLC | 77 | $17.1K | 0.00% | +77 | New |
| Turtle Creek Wealth Advisors, LLC | 78 | $17.3K | 0.01% | +78 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 80 | $17.7K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 80 | $17.7K | 0.01% | 00.0% | Unchanged |
| Provence Wealth Management Group | 80 | $17.7K | 0.01% | 00.0% | Unchanged |
| DSM Capital Partners LLC | 83 | $18.4K | 0.00% | +83 | New |
| Liberty One Investment Management, LLC | 84 | $18.6K | 0.00% | +12+16.7% | Added |
| Planning Capital Management Corp | 90 | $19.9K | 0.02% | +90 | New |
| JJJ Advisors Inc. | 91 | $20.2K | 0.00% | +1+1.1% | Added |
| Altshuler Shaham Ltd | 93 | $20.6K | 0.00% | +93 | New |
| Hantz Financial Services, Inc. | 98 | $22.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 100 | $22.2K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 100 | $22.2K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 100 | $22.2K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 105 | $23.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 105 | $23.3K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 105 | $23.3K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 106 | $23.5K | 0.01% | −304−74.1% | Reduced |
| Glen Eagle Advisors, LLC | 123 | $27.3K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 124 | $27.5K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 130 | $28.8K | 0.00% | +130 | New |
| Catalyst Capital Advisors LLC | 137 | $30.4K | 0.00% | +30+28.0% | Added |
| Family CFO Inc | 150 | $33.2K | 0.02% | −7−4.5% | Reduced |
| Parkside Financial Bank & Trust | 157 | $34.8K | 0.01% | +134+582.6% | Added |
| Farther Finance Advisors, LLC | 163 | $36.2K | 0.00% | +136+503.7% | Added |
| GAMMA Investing LLC | 155 | $36.5K | 0.01% | +155 | New |