| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1 | $430 | 0.00% | −90−98.9% | Reduced |
| Harbour Investments, Inc. | 1 | $430 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1 | $430 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $431 | 0.00% | −1−50.0% | Reduced |
| Abound Wealth Management | 1 | $431 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 1 | $431 | 0.00% | +1 | New |
| Wetzel Investment Advisors, Inc. | 2 | $787 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2 | $860 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $860 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2 | $861 | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 2 | $861 | 0.00% | +2 | New |
| Washington Trust Advisors, Inc. | 2 | $951 | 0.00% | −7−77.8% | Reduced |
| Fortitude Family Office, LLC | 3 | $1.29K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 3 | $1.29K | 0.00% | +1+50.0% | Added |
| Lynx Investment Advisory | 3 | $1.29K | 0.00% | +3 | New |
| Salem Investment Counselors Inc | 3 | $1.29K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 4 | $1.72K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 4 | $1.72K | 0.00% | +3+300.0% | Added |
| Huntington National Bank | 5 | $2.15K | 0.00% | +2+66.7% | Added |
| Bell Investment Advisors, Inc | 5 | $2.15K | 0.00% | −2−28.6% | Reduced |
| FinTrust Capital Advisors, LLC | 6 | $2.44K | 0.00% | +2+50.0% | Added |
| Park Place Capital Corp | 6 | $2.58K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 6 | $2.58K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 6 | $2.58K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 8 | $3.44K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 8 | $3.44K | 0.00% | +8 | New |
| Quent Capital, LLC | 9 | $3.87K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 10 | $4.30K | 0.00% | +10 | New |
| Zions Bancorporation, N.A. | 11 | $4.73K | 0.00% | +2+22.2% | Added |
| WealthCollab, LLC | 14 | $6.02K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 16 | $6.88K | 0.00% | +3+23.1% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 18 | $7.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 19 | $8.17K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 20 | $8.60K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 23 | $9.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 22 | $9.46K | 0.00% | −12−35.3% | Reduced |
| Fifth Third Bancorp | 23 | $9.89K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 23 | $10.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 24 | $10.3K | 0.00% | +17+242.9% | Added |
| GWM Advisors LLC | 26 | $11.4K | 0.00% | −962−97.4% | Reduced |
| Global Retirement Partners, LLC | 29 | $12.5K | 0.00% | +16+123.1% | Added |
| Cornerstone Planning Group LLC | 30 | $14.5K | 0.00% | −10−25.0% | Reduced |
| Umb Bank N A | 36 | $15.5K | 0.00% | −21−36.8% | Reduced |
| JFS Wealth Advisors, LLC | 36 | $15.5K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 38 | $16.9K | 0.00% | +24+171.4% | Added |
| Whittier Trust Co of Nevada Inc | 42 | $18.1K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 43 | $18.5K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 43 | $20.3K | 0.00% | +5+13.2% | Added |
| Jefferies Financial Group Inc. | 50 | $21.5K | 0.00% | −135,049−100.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 50 | $21.5K | 0.00% | +50 | New |
| Farther Finance Advisors, LLC | 61 | $26.5K | 0.00% | +1+1.7% | Added |
| Ronald Blue Trust, Inc. | 72 | $28.3K | 0.00% | +62+620.0% | Added |
| Accent Capital Management, LLC | 68 | $29.2K | 0.02% | +15+28.3% | Added |
| J.Safra Asset Management Corp | 69 | $29.7K | 0.00% | +59+590.0% | Added |
| Antipodes Partners Ltd | 79 | $34.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 81 | $34.8K | 0.00% | +81 | New |
| SYSTM Wealth Solutions LLC | 83 | $35.7K | 0.01% | +8+10.7% | Added |
| Mather Group, LLC. | 98 | $38.6K | 0.00% | −1−1.0% | Reduced |
| Cromwell Holdings LLC | 90 | $38.7K | 0.02% | +90 | New |
| Leonteq Securities AG | 103 | $44.3K | 0.01% | +39+60.9% | Added |
| Financial Perspectives, Inc | 104 | $44.7K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 87 | $44.9K | 0.00% | −10−10.3% | Reduced |
| Hilltop National Bank | 107 | $46.0K | 0.01% | +6+5.9% | Added |
| First Horizon Advisors, Inc. | 117 | $50.3K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 118 | $50.7K | 0.01% | +40+51.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 164 | $71.0K | 0.00% | +3+1.9% | Added |
| Point72 Hong Kong Ltd | 178 | $76.5K | 0.00% | +178 | New |
| Lindbrook Capital, LLC | 190 | $81.7K | 0.01% | −7−3.6% | Reduced |
| CWM, LLC | 201 | $86.0K | 0.00% | +14+7.5% | Added |
| Steward Partners Investment Advisory, LLC | 364 | $156.5K | 0.00% | −14−3.7% | Reduced |
| Lazard Asset Management LLC | 398 | $170.0K | 0.00% | −544−57.7% | Reduced |
| Clear Street Markets LLC | 1,639 | $175.0K | 0.07% | −613−27.2% | Reduced |
| Stephenson National Bank & Trust | 415 | $178.5K | 0.06% | +2+0.5% | Added |
| Raymond James Trust N.A. | 467 | $200.8K | 0.00% | +467 | New |
| Gallacher Capital Management LLC | 470 | $202.1K | 0.11% | +470 | New |
| Pitcairn Co | 472 | $203.0K | 0.01% | +472 | New |
| Pinnacle Wealth Planning Services, Inc. | 479 | $206.0K | 0.03% | +479 | New |
| Wiley Bros.-Aintree Capital, LLC | 480 | $206.4K | 0.01% | +480 | New |
| Hantz Financial Services, Inc. | 485 | $209.0K | 0.00% | −15−3.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 488 | $209.9K | 0.00% | −50,118−99.0% | Reduced |
| EFG Asset Management (Americas) Corp. | 495 | $212.9K | 0.04% | −28−5.4% | Reduced |
| Portside Wealth Group, LLC | 496 | $213.3K | 0.04% | +496 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 505 | $217.2K | 0.08% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 543 | $233.5K | 0.01% | +8+1.5% | Added |
| Principal Securities, Inc. | 549 | $236.1K | 0.01% | +184+50.4% | Added |
| Tudor Investment Corp Et Al | 550 | $236.5K | 0.00% | +550 | New |
| New Century Financial Group, LLC | 556 | $239.1K | 0.10% | −54−8.9% | Reduced |
| Advisor Group Holdings, Inc. | 584 | $251.1K | 0.00% | +145+33.0% | Added |
| Integrated Wealth Concepts LLC | 594 | $255.4K | 0.00% | +2+0.3% | Added |
| High Net Worth Advisory Group LLC | 600 | $258.0K | 0.08% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 510 | $263.1K | 0.02% | −7−1.4% | Reduced |
| Wealth Alliance | 628 | $270.1K | 0.03% | +29+4.8% | Added |
| Neuberger Berman Group LLC | 647 | $278.2K | 0.00% | −197−23.3% | Reduced |
| IFP Advisors, Inc | 648 | $278.7K | 0.01% | +34+5.5% | Added |
| Dynasty Wealth Management, LLC | 663 | $285.1K | 0.01% | +123+22.8% | Added |
| Vident Advisory, LLC | 674 | $289.8K | 0.01% | +674 | New |
| Bokf, NA | 677 | $291.1K | 0.01% | +5+0.7% | Added |
| Janney Montgomery Scott LLC | 688 | $296.0K | 0.00% | +688 | New |
| Ethic Inc. | 693 | $298.0K | 0.01% | +693 | New |
