| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | New |
| Tfo-TDC, LLC | 2 | $70 | 0.00% | −13−86.7% | Reduced |
| Larson Financial Group LLC | 4 | $140 | 0.00% | +4 | New |
| JJJ Advisors Inc. | 5 | $175 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 13 | $463 | 0.00% | +13 | New |
| Manchester Capital Management LLC | 15 | $524 | 0.00% | +15 | New |
| Whittier Trust Co | 18 | $628 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 23 | $803 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 25 | $873 | 0.00% | −831−97.1% | Reduced |
| Geneos Wealth Management Inc. | 25 | $873 | 0.00% | +25 | New |
| GHP Investment Advisors, Inc. | 26 | $916 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 18 | $1.00K | 0.00% | +18 | New |
| Nemes Rush Group LLC | 29 | $1.01K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 33 | $1.15K | 0.00% | −90−73.2% | Reduced |
| Investors Research Corp | 35 | $1.22K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 40 | $1.40K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 41 | $1.44K | 0.00% | +41 | New |
| Qube Research & Technologies Ltd | 42 | $1.47K | 0.00% | +42 | New |
| Beaird Harris Wealth Management, LLC | 42 | $1.47K | 0.00% | +42 | New |
| USA Financial Portformulas Corp | 43 | $1.50K | 0.00% | +9+26.5% | Added |
| DiNuzzo Private Wealth, Inc. | 50 | $1.75K | 0.00% | +50 | New |
| Cape Investment Advisory, Inc. | 53 | $1.84K | 0.00% | +1+1.9% | Added |
| Clearstead Advisors, LLC | 54 | $1.88K | 0.00% | +1+1.9% | Added |
| Proequities, Inc. | 59 | $2.06K | 0.00% | −343−85.3% | Reduced |
| Gradient Investments LLC | 65 | $2.27K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 66 | $2.31K | 0.00% | −12−15.4% | Reduced |
| WealthCollab, LLC | 67 | $2.34K | 0.00% | +67 | New |
| Johnson Financial Group, Inc. | 69 | $2.41K | 0.00% | +69 | New |
| Park Place Capital Corp | 75 | $2.62K | 0.00% | −1,500−95.2% | Reduced |
| DHJJ Financial Advisors, Ltd. | 82 | $2.86K | 0.00% | +1+1.2% | Added |
| HM Payson & Co | 85 | $2.97K | 0.00% | +20+30.8% | Added |
| TSFG, LLC | 100 | $3.00K | 0.00% | −200−66.7% | Reduced |
| Coston, McIsaac & Partners | 97 | $3.00K | 0.00% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 88 | $3.09K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 90 | $3.14K | 0.00% | −319−78.0% | Reduced |
| Farmers & Merchants Investments Inc | 90 | $3.14K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 91 | $3.18K | 0.00% | +91 | New |
| McIlrath & Eck, LLC | 92 | $3.21K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 93 | $3.25K | 0.00% | −970−91.3% | Reduced |
| Thompson Investment Management, Inc. | 97 | $3.39K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 99 | $3.46K | 0.00% | +99 | New |
| Laurel Wealth Advisors LLC | 100 | $3.49K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 100 | $3.49K | 0.00% | +100 | New |
| Signature Resources Capital Management, LLC | 100 | $3.49K | 0.00% | +100 | New |
| Bruce G. Allen Investments, LLC | 107 | $3.74K | 0.00% | +107 | New |
| Bell Investment Advisors, Inc | 108 | $3.77K | 0.00% | −78−41.9% | Reduced |
| AdvisorNet Financial, Inc | 121 | $4.22K | 0.00% | −81−40.1% | Reduced |
| Salem Investment Counselors Inc | 132 | $4.61K | 0.00% | −150−53.2% | Reduced |
| SYSTM Wealth Solutions LLC | 138 | $4.82K | 0.00% | +138 | New |
| EverSource Wealth Advisors, LLC | 142 | $4.96K | 0.00% | −244−63.2% | Reduced |
| Tradition Wealth Management, LLC | 157 | $5.00K | 0.00% | +2+1.3% | Added |
| Leonteq Securities AG | 148 | $5.17K | 0.00% | +12+8.8% | Added |
| Abound Wealth Management | 150 | $5.24K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 150 | $5.24K | 0.00% | +150 | New |
| Kayne Anderson Rudnick Investment Management LLC | 151 | $5.30K | 0.00% | +142+1,577.8% | Added |
| Pinnacle Bancorp, Inc. | 152 | $5.31K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 177 | $5.85K | 0.00% | −16−8.3% | Reduced |
| Parkside Financial Bank & Trust | 168 | $5.87K | 0.00% | −199−54.2% | Reduced |
| NBC Securities, Inc. | 180 | $6.00K | 0.00% | −799−81.6% | Reduced |
| Capital Advisors, Ltd. LLC | 174 | $6.00K | 0.00% | −17−8.9% | Reduced |
| Grove Bank & Trust | 175 | $6.11K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 181 | $6.32K | 0.00% | −57−23.9% | Reduced |
| Rakuten Investment Management, Inc. | 195 | $6.85K | 0.00% | +195 | New |
| North Star Investment Management Corp. | 200 | $6.98K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 200 | $6.98K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 200 | $6.98K | 0.00% | +200 | New |
| Venturi Wealth Management, LLC | 233 | $8.14K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 240 | $8.38K | 0.00% | +240 | New |
| Sound Income Strategies, LLC | 270 | $9.43K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 282 | $9.85K | 0.00% | +4+1.4% | Added |
| Optimum Investment Advisors | 300 | $10.5K | 0.01% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 300 | $10.5K | 0.00% | +300 | New |
| Umb Bank N A | 311 | $10.9K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 326 | $11.4K | 0.00% | +326 | New |
| Zions Bancorporation, N.A. | 364 | $12.7K | 0.00% | −22−5.7% | Reduced |
| Westside Investment Management, Inc. | 386 | $13.5K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 391 | $13.7K | 0.00% | −238−37.8% | Reduced |
| Creative Financial Designs Inc | 400 | $14.0K | 0.00% | +400 | New |
| Ancora Advisors, LLC | 410 | $14.3K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 450 | $15.7K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 497 | $17.4K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 500 | $17.5K | 0.01% | −150−23.1% | Reduced |
| GWM Advisors LLC | 530 | $18.5K | 0.00% | +11+2.1% | Added |
| Strategic Investment Solutions, Inc. | 542 | $18.9K | 0.00% | −33,615−98.4% | Reduced |
| TD Waterhouse Canada Inc. | 572 | $19.6K | 0.00% | +257+81.6% | Added |
| Highlander Capital Management, LLC | 625 | $21.8K | 0.01% | +625 | New |
| Householder Group Estate & Retirement Specialist, LLC | 660 | $23.0K | 0.01% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 750 | $26.2K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 816 | $28.5K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 842 | $29.0K | 0.00% | −110,272−99.2% | Reduced |
| Raffa Wealth Management, LLC | 860 | $30.0K | 0.01% | 00.0% | Unchanged |
| Northwest Financial Advisors | 900 | $31.4K | 0.03% | +900 | New |
| Quarry LP | 959 | $33.5K | 0.02% | +598+165.7% | Added |
| Advisory Services Network, LLC | 1,040 | $36.3K | 0.00% | +1,040 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,120 | $39.1K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,167 | $40.8K | 0.01% | +97+9.1% | Added |
| Hobbs Group Advisors, LLC | 1,318 | $46.0K | 0.02% | +1,318 | New |
| Deseret Mutual Benefit Administrators | 1,409 | $49.2K | 0.03% | −407−22.4% | Reduced |
| Friedenthal Financial | 1,445 | $50.5K | 0.03% | +1,445 | New |
| Abich Financial Wealth Management LLC | 1,481 | $51.7K | 0.05% | +1,481 | New |
