| Hantz Financial Services, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 0 | $47 | 0.00% | 0 | Unchanged |
| Core Alternative Capital | 1 | $180 | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 1 | $180 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1 | $180 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $180 | 0.00% | +1 | New |
| Winnow Wealth LLC | 2 | $307 | 0.00% | +2 | New |
| AdvisorNet Financial, Inc | 2 | $361 | 0.00% | +1+100.0% | Added |
| Van Hulzen Asset Management, LLC | 2 | $361 | 0.00% | +2 | New |
| Cassady Schiller Wealth Management, LLC | 2 | $361 | 0.00% | +2 | New |
| WealthTrak Capital Management LLC | 2 | $361 | 0.00% | +2 | New |
| WPG Advisers, LLC | 2 | $361 | 0.00% | +2 | New |
| Riggs Asset Managment Co. Inc. | 2 | $367 | 0.00% | +2 | New |
| Cornerstone Planning Group LLC | 2 | $382 | 0.00% | +2 | New |
| Rothschild Investment LLC | 3 | $541 | 0.00% | +1+50.0% | Added |
| PayPay Securities Corp | 3 | $541 | 0.02% | +1+50.0% | Added |
| Whipplewood Advisors, LLC | 3 | $541 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 3 | $542 | 0.00% | +1+50.0% | Added |
| GHP Investment Advisors, Inc. | 4 | $722 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 4 | $722 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 4 | $722 | 0.00% | +4 | New |
| Hoey Investments, Inc | 5 | $903 | 0.00% | +5 | New |
| Winthrop Capital Management, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 7 | $1.00K | 0.00% | +6+600.0% | Added |
| Duncker Streett & Co Inc | 6 | $1.08K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $1.08K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 7 | $1.26K | 0.00% | −93−93.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 10 | $1.80K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $1.80K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 10 | $1.80K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 10 | $1.80K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 10 | $1.80K | 0.00% | +5+100.0% | Added |
| HHM Wealth Advisors, LLC | 10 | $1.80K | 0.00% | +10 | New |
| Zions Bancorporation, N.A. | 11 | $1.99K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 12 | $2.16K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 12 | $2.17K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 12 | $2.17K | 0.00% | +12 | New |
| Western Pacific Wealth Management, LP | 13 | $2.35K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 13 | $2.35K | 0.00% | +13 | New |
| Avion Wealth | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 17 | $3.07K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 16 | $3.24K | 0.00% | +16 | New |
| Bell Investment Advisors, Inc | 19 | $3.43K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 19 | $3.43K | 0.00% | +19 | New |
| JFS Wealth Advisors, LLC | 20 | $3.61K | 0.00% | +4+25.0% | Added |
| First Pacific Financial | 22 | $3.97K | 0.00% | +22 | New |
| Strengthening Families & Communities, LLC | 21 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 24 | $4.00K | 0.00% | +5+26.3% | Added |
| CBIZ Investment Advisory Services, LLC | 25 | $4.51K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 25 | $4.51K | 0.00% | −50−66.7% | Reduced |
| Clarity Asset Management, Inc. | 25 | $4.51K | 0.00% | +25 | New |
| Pathway Financial Advisers, LLC | 26 | $4.69K | 0.00% | +26 | New |
| Raleigh Capital Management Inc. | 28 | $5.05K | 0.00% | +27+2,700.0% | Added |
| Golden State Wealth Management, LLC | 28 | $5.05K | 0.00% | +28 | New |
| WealthCollab, LLC | 28 | $5.05K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 30 | $5.41K | 0.00% | 00.0% | Unchanged |
| Fedenia Advisers LLC | 30 | $5.41K | 0.00% | +30 | New |
| ORG Partners LLC | 33 | $5.95K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 34 | $6.13K | 0.00% | +34 | New |
| Parkside Financial Bank & Trust | 34 | $6.13K | 0.00% | +1+3.0% | Added |
| Aspect Partners, LLC | 35 | $6.31K | 0.00% | +35 | New |
| Compass Financial Services Inc | 35 | $6.31K | 0.00% | +35 | New |
| Silicon Valley Capital Partners | 36 | $6.54K | 0.00% | −1,000−96.5% | Reduced |
| Rocky Mountain Advisers, LLC | 37 | $6.67K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 38 | $6.82K | 0.00% | −161−80.9% | Reduced |
| Rise Advisors, LLC | 38 | $6.86K | 0.00% | −27−41.5% | Reduced |
| Sound Income Strategies, LLC | 40 | $7.22K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 40 | $7.22K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 40 | $7.22K | 0.00% | +40 | New |
| MeadowBrook Investment Advisors LLC | 45 | $8.12K | 0.01% | 00.0% | Unchanged |
| High Note Wealth, LLC | 45 | $8.12K | 0.00% | +45 | New |
| REAP Financial Group, LLC | 45 | $8.12K | 0.00% | +45 | New |
| Massmutual Trust Co FSB | 46 | $8.30K | 0.00% | +26+130.0% | Added |
| Park Square Financial Group, LLC | 47 | $8.48K | 0.01% | +47 | New |
| Davidson Capital Management Inc. | 49 | $8.84K | 0.00% | −2−3.9% | Reduced |
| Islay Capital Management, LLC | 50 | $9.02K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 50 | $9.02K | 0.00% | +50 | New |
| Orion Capital Management LLC | 50 | $9.02K | 0.00% | +50 | New |
| Key Financial Inc | 54 | $9.74K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 54 | $9.74K | 0.00% | +17+45.9% | Added |
| Tradewinds Capital Management, LLC | 55 | $9.92K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 60 | $10.8K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 60 | $10.8K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 62 | $11.2K | 0.00% | −10−13.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 65 | $11.7K | 0.00% | +65 | New |
| Assetmark, Inc | 66 | $11.9K | 0.00% | +57+633.3% | Added |
| CVA Family Office, LLC | 69 | $12.4K | 0.00% | +6+9.5% | Added |
| Chesapeake Asset Management LLC | 70 | $12.6K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 70 | $12.6K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 70 | $12.6K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 70 | $12.6K | 0.01% | +70 | New |
| Hexagon Capital Partners LLC | 74 | $13.3K | 0.00% | +74 | New |
| Quadrant Capital Group LLC | 75 | $13.5K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 78 | $14.1K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 90 | $16.2K | 0.00% | −90−50.0% | Reduced |
| Pittenger & Anderson Inc | 95 | $17.1K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 100 | $18.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 103 | $18.6K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 105 | $18.9K | 0.00% | 00.0% | Unchanged |