| Hantz Financial Services, Inc. | 2 | $0 | 0.00% | −98−98.0% | Reduced |
| HBC Financial Services, PLLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 1 | $0 | 0.00% | +1 | New |
| 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 | $192 | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 1 | $192 | 0.00% | +1 | New |
| True Wealth Design, LLC | 1 | $193 | 0.00% | −1−50.0% | Reduced |
| Proffitt & Goodson Inc | 1 | $193 | 0.00% | +1 | New |
| Assetmark, Inc | 2 | $384 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 2 | $385 | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 3 | $577 | 0.05% | −6−66.7% | Reduced |
| Riggs Asset Managment Co. Inc. | 3 | $577 | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 4 | $769 | 0.00% | +4 | New |
| DB Fitzpatrick & Co, Inc | 5 | $961 | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 5 | $961 | 0.00% | +5 | New |
| Avion Wealth | 9 | $1.00K | 0.00% | −2−18.2% | Reduced |
| Winthrop Capital Management, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 8 | $1.00K | 0.00% | +8 | New |
| Duncker Streett & Co Inc | 6 | $1.15K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $1.15K | 0.00% | +1+20.0% | Added |
| Sachetta, LLC | 7 | $1.24K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 7 | $1.34K | 0.00% | +7 | New |
| MV Capital Management, Inc. | 7 | $1.35K | 0.00% | +2+40.0% | Added |
| Private Wealth Management Group, LLC | 10 | $1.92K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 10 | $1.92K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $1.92K | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 10 | $1.92K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 10 | $1.92K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 12 | $2.31K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 12 | $2.31K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 12 | $2.31K | 0.00% | −78−86.7% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 13 | $2.50K | 0.00% | +13 | New |
| JFS Wealth Advisors, LLC | 15 | $2.88K | 0.00% | −1−6.3% | Reduced |
| Tidemark, LLC | 17 | $3.27K | 0.00% | +2+13.3% | Added |
| Macroview Investment Management LLC | 17 | $3.27K | 0.00% | −37−68.5% | Reduced |
| Bell Investment Advisors, Inc | 19 | $3.65K | 0.00% | −3−13.6% | Reduced |
| Arrow Financial Corp | 20 | $3.84K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 20 | $3.84K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 20 | $4.00K | 0.00% | +20 | New |
| Massmutual Trust Co FSB | 22 | $4.23K | 0.00% | +12+120.0% | Added |
| Parkside Financial Bank & Trust | 24 | $4.61K | 0.00% | −115−82.7% | Reduced |
| CBIZ Investment Advisory Services, LLC | 25 | $4.80K | 0.00% | +25 | New |
| Zions Bancorporation, N.A. | 26 | $5.00K | 0.00% | +3+13.0% | Added |
| WealthCollab, LLC | 28 | $5.38K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 30 | $5.77K | 0.00% | +30 | New |
| Strengthening Families & Communities, LLC | 34 | $6.00K | 0.00% | +13+61.9% | Added |
| Rocky Mountain Advisers, LLC | 37 | $7.11K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 40 | $7.69K | 0.00% | +40 | New |
| Sound Income Strategies, LLC | 40 | $7.69K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 40 | $7.69K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 42 | $8.07K | 0.00% | +10+31.3% | Added |
| MeadowBrook Investment Advisors LLC | 45 | $8.65K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 46 | $8.84K | 0.01% | +4+9.5% | Added |
| GHP Investment Advisors, Inc. | 50 | $9.61K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 50 | $9.61K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 55 | $10.0K | 0.00% | +4+7.8% | Added |
| CVA Family Office, LLC | 53 | $10.2K | 0.00% | +3+6.0% | Added |
| Key Financial Inc | 54 | $10.4K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 55 | $10.6K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 60 | $11.5K | 0.00% | +60 | New |
| Chesapeake Asset Management LLC | 70 | $13.5K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 70 | $13.5K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 70 | $13.5K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 72 | $13.8K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 78 | $15.0K | 0.00% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 80 | $15.0K | 0.00% | −4−4.8% | Reduced |
| Versant Capital Management, Inc | 84 | $16.1K | 0.00% | +77+1,100.0% | Added |
| Rise Advisors, LLC | 86 | $16.5K | 0.01% | −10−10.4% | Reduced |
| Planning Capital Management Corp | 90 | $17.3K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 92 | $17.7K | 0.00% | −70−43.2% | Reduced |
| Pittenger & Anderson Inc | 95 | $18.3K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 96 | $18.4K | 0.00% | +36+60.0% | Added |
| AdvisorNet Financial, Inc | 100 | $19.2K | 0.00% | −100−50.0% | Reduced |
| McIlrath & Eck, LLC | 100 | $19.2K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 100 | $19.2K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 100 | $19.2K | 0.01% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 100 | $19.2K | 0.00% | +100 | New |
| Delta Asset Management LLC | 103 | $19.8K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 105 | $20.2K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 105 | $20.2K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 110 | $21.1K | 0.00% | +110 | New |
| Quadrant Capital Group LLC | 115 | $22.1K | 0.00% | +3+2.7% | Added |
| Center for Financial Planning, Inc. | 124 | $23.8K | 0.00% | 00.0% | Unchanged |
| DSM Capital Partners LLC | 127 | $24.4K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 137 | $26.3K | 0.00% | −698−83.6% | Reduced |
| Spire Wealth Management | 138 | $26.5K | 0.00% | +13+10.4% | Added |
| Smartleaf Asset Management LLC | 141 | $26.7K | 0.00% | +69+95.8% | Added |
| Flputnam Investment Management Co | 140 | $26.9K | 0.00% | +140 | New |
| Coppell Advisory Solutions LLC | 142 | $27.3K | 0.00% | +142 | New |
| Catalyst Capital Advisors LLC | 143 | $27.5K | 0.00% | +9+6.7% | Added |
| NBC Securities, Inc. | 150 | $28.0K | 0.00% | +100+200.0% | Added |
| Quest Partners LLC | 147 | $28.3K | 0.00% | +147 | New |
| Toth Financial Advisory Corp | 150 | $28.8K | 0.00% | −70−31.8% | Reduced |
| Family CFO Inc | 150 | $28.8K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 151 | $29.0K | 0.00% | +91+151.7% | Added |
| AlphaCentric Advisors LLC | 152 | $29.2K | 0.02% | +2+1.3% | Added |
| Sunbelt Securities, Inc. | 154 | $29.6K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 165 | $31.7K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 169 | $32.5K | 0.01% | 00.0% | Unchanged |