| HBC Financial Services, PLLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Hallmark Capital Management Inc | 0 | $50 | 0.00% | 0 | Unchanged |
| Raleigh Capital Management Inc. | 1 | $193 | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 2 | $385 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 2 | $386 | 0.00% | −1−33.3% | Reduced |
| True Wealth Design, LLC | 2 | $386 | 0.00% | +1+100.0% | Added |
| Johnson Financial Group, Inc. | 3 | $578 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 3 | $578 | 0.00% | +3 | New |
| DB Fitzpatrick & Co, Inc | 5 | $963 | 0.00% | −4,763−99.9% | Reduced |
| DiNuzzo Private Wealth, Inc. | 5 | $964 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 5 | $964 | 0.00% | +3+150.0% | Added |
| Sofos Investments, Inc. | 5 | $976 | 0.00% | +5 | New |
| VitalStone Financial, LLC | 3 | $1.00K | 0.00% | −4−57.1% | Reduced |
| Winthrop Capital Management, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 6 | $1.16K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 7 | $1.35K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 7 | $1.55K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 9 | $1.73K | 0.09% | +1+12.5% | Added |
| Berkshire Capital Holdings Inc | 10 | $1.93K | 0.00% | −40,000−100.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 10 | $1.93K | 0.00% | −5−33.3% | Reduced |
| Gordian Capital Singapore Pte Ltd | 10 | $1.93K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 10 | $1.93K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 10 | $1.93K | 0.00% | +2+25.0% | Added |
| Stone House Investment Management, LLC | 10 | $1.93K | 0.00% | +10 | New |
| Private Wealth Management Group, LLC | 10 | $1.93K | 0.00% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 11,643 | $2.24K | 0.00% | −272−2.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 12 | $2.31K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 12 | $2.31K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 13 | $2.50K | 0.00% | +13 | New |
| Tidemark, LLC | 15 | $2.89K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 11 | $3.00K | 0.00% | +2+22.2% | Added |
| JFS Wealth Advisors, LLC | 16 | $3.08K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 16 | $3.10K | 0.00% | −2−11.1% | Reduced |
| Grayhawk Investment Strategies Inc. | 19 | $3.66K | 0.00% | +19 | New |
| Halpern Financial, Inc. | 20 | $3.73K | 0.00% | −33−62.3% | Reduced |
| Arrow Financial Corp | 20 | $3.85K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 20 | $3.85K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 21 | $4.00K | 0.00% | +21 | New |
| Bell Investment Advisors, Inc | 22 | $4.24K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 23 | $4.43K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 28 | $5.39K | 0.00% | 00.0% | Unchanged |
| Vima LLC | 48 | $5.61K | 0.01% | +48 | New |
| Beaird Harris Wealth Management, LLC | 32 | $6.17K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 38 | $7.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 37 | $7.13K | 0.00% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 42 | $7.49K | 0.00% | +42 | New |
| Sound Income Strategies, LLC | 40 | $7.71K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 40 | $7.71K | 0.00% | +40 | New |
| HighMark Wealth Management LLC | 42 | $8.09K | 0.01% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 44 | $8.48K | 0.01% | +44 | New |
| MeadowBrook Investment Advisors LLC | 45 | $8.67K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 51 | $9.00K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 50 | $9.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 50 | $9.63K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 50 | $9.63K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 50 | $9.63K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 50 | $9.63K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 54 | $10.4K | 0.00% | −52−49.1% | Reduced |
| Key Financial Inc | 54 | $10.4K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 54 | $10.4K | 0.01% | +1+1.9% | Added |
| Tradewinds Capital Management, LLC | 55 | $10.6K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 60 | $11.6K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 60 | $11.6K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 70 | $13.5K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 70 | $13.5K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 70 | $13.5K | 0.00% | +70 | New |
| Beacon Capital Management, LLC | 72 | $13.9K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 72 | $13.9K | 0.00% | +37+105.7% | Added |
| Bokf, NA | 74 | $14.2K | 0.00% | +65+722.2% | Added |
| Global Retirement Partners, LLC | 77 | $14.8K | 0.00% | +25+48.1% | Added |
| Wolverine Asset Management LLC | 78 | $15.0K | 0.00% | −3,604−97.9% | Reduced |
| Liberty One Investment Management, LLC | 84 | $16.2K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 90 | $17.3K | 0.00% | −1−1.1% | Reduced |
| Planning Capital Management Corp | 90 | $17.3K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 95 | $18.3K | 0.00% | −1,700−94.7% | Reduced |
| Rise Advisors, LLC | 96 | $18.5K | 0.01% | +16+20.0% | Added |
| Hantz Financial Services, Inc. | 100 | $19.0K | 0.00% | +2+2.0% | Added |
| Front Row Advisors LLC | 100 | $19.3K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 100 | $19.3K | 0.00% | +100 | New |
| Global Trust Asset Management, LLC | 100 | $19.3K | 0.01% | +100 | New |
| Delta Asset Management LLC | 103 | $19.8K | 0.00% | +3+3.0% | Added |
| Creative Financial Designs Inc | 105 | $20.2K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 105 | $20.2K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 112 | $21.6K | 0.00% | −63−36.0% | Reduced |
| Glen Eagle Advisors, LLC | 123 | $23.7K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 124 | $23.9K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 125 | $24.1K | 0.00% | −124−49.8% | Reduced |
| DSM Capital Partners LLC | 127 | $24.5K | 0.00% | +44+53.0% | Added |
| Catalyst Capital Advisors LLC | 134 | $25.8K | 0.00% | −3−2.2% | Reduced |
| Parkside Financial Bank & Trust | 139 | $26.8K | 0.00% | −18−11.5% | Reduced |
| AlphaCentric Advisors LLC | 150 | $28.9K | 0.02% | −20−11.8% | Reduced |
| Family CFO Inc | 150 | $28.9K | 0.02% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 154 | $29.7K | 0.00% | −41−21.0% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 155 | $29.9K | 1.07% | +155 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 162 | $31.2K | 0.00% | +82+102.5% | Added |
| Brown Brothers Harriman & Co | 165 | $31.8K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 169 | $32.6K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 170 | $32.7K | 0.00% | +7+4.3% | Added |
| Centiva Capital, LP | 170 | $32.7K | 0.00% | +94+123.7% | Added |