| Rothschild Investment LLC | 1 | $113 | 0.00% | −3−75.0% | Reduced |
| TD Private Client Wealth LLC | 1 | $113 | 0.00% | +1 | New |
| Capital A Wealth Management, LLC | 1 | $113 | 0.00% | +1 | New |
| Continuum Advisory, LLC | 2 | $226 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 2 | $226 | 0.00% | +2 | New |
| Parkworth Wealth Management, Inc. | 3 | $339 | 0.00% | +3 | New |
| Central Trust Co | 4 | $453 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 4 | $453 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 4 | $453 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 5 | $566 | 0.00% | +5 | New |
| Global Financial Private Client, LLC | 5 | $566 | 0.00% | +5 | New |
| WealthCollab, LLC | 6 | $679 | 0.00% | −36−85.7% | Reduced |
| Transce3nd, LLC | 6 | $679 | 0.00% | +6 | New |
| Kayne Anderson Rudnick Investment Management LLC | 7 | $863 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 8 | $905 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 10 | $1.12K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 11 | $1.23K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 11 | $1.24K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 11 | $1.24K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 11 | $1.24K | 0.00% | +11 | New |
| Princeton Global Asset Management LLC | 12 | $1.36K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 13 | $1.47K | 0.00% | +13 | New |
| Whipplewood Advisors, LLC | 13 | $1.47K | 0.00% | +13 | New |
| Amundi | 14 | $1.57K | 0.00% | +14 | New |
| SJS Investment Consulting Inc. | 16 | $1.81K | 0.00% | −3−15.8% | Reduced |
| Westside Investment Management, Inc. | 17 | $1.92K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 18 | $2.04K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 19 | $2.15K | 0.00% | +19 | New |
| HGK Asset Management Inc | 20 | $2.26K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 20 | $2.26K | 0.00% | +20 | New |
| Medallion Wealth Advisors, LLC | 20 | $2.26K | 0.00% | +20 | New |
| SRS Capital Advisors, Inc. | 20 | $2.26K | 0.00% | −99−83.2% | Reduced |
| North Star Investment Management Corp. | 21 | $2.38K | 0.00% | +21 | New |
| Farmers & Merchants Investments Inc | 24 | $2.71K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 25 | $2.83K | 0.00% | +2+8.7% | Added |
| New Wave Wealth Advisors LLC | 26 | $2.94K | 0.00% | +26 | New |
| Retirement Wealth Solutions LLC | 27 | $3.02K | 0.00% | +27 | New |
| Venturi Wealth Management, LLC | 27 | $3.06K | 0.00% | −102−79.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 27 | $3.06K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 33 | $3.73K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 34 | $3.85K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 34 | $3.85K | 0.00% | −200−85.5% | Reduced |
| Washington Trust Co | 38 | $4.30K | 0.00% | −1−2.6% | Reduced |
| Hoey Investments, Inc | 39 | $4.41K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 42 | $4.75K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 44 | $4.98K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 46 | $5.00K | 0.00% | −7−13.2% | Reduced |
| Simplex Trading, LLC | 46 | $5.00K | 0.00% | +46 | New |
| CVA Family Office, LLC | 45 | $5.09K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 50 | $5.66K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 55 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 52 | $6.04K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 55 | $6.22K | 0.01% | +55 | New |
| Private Wealth Management Group, LLC | 56 | $6.33K | 0.00% | +37+194.7% | Added |
| Cherry Tree Wealth Management, LLC | 57 | $6.45K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 65 | $7.35K | 0.00% | +65 | New |
| Cetera Trust Company, N.A | 66 | $7.47K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 70 | $8.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 72 | $8.14K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 84 | $9.00K | 0.00% | −4−4.5% | Reduced |
| TCTC Holdings, LLC | 83 | $9.39K | 0.00% | +83 | New |
| Quarry LP | 92 | $10.4K | 0.00% | −363−79.8% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 93 | $10.5K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 102 | $11.5K | 0.00% | −98−49.0% | Reduced |
| SBI Securities Co., Ltd. | 106 | $12.0K | 0.00% | +106 | New |
| Massmutual Trust Co FSB | 108 | $12.2K | 0.00% | −52−32.5% | Reduced |
| Matrix Trust Co | 112 | $13.0K | 0.00% | +7+6.7% | Added |
| Farther Finance Advisors, LLC | 116 | $13.1K | 0.00% | −70−37.6% | Reduced |
| Colonial Trust Co | 121 | $13.7K | 0.00% | +121 | New |
| Allworth Financial LP | 132 | $15.7K | 0.00% | +9+7.3% | Added |
| TD Waterhouse Canada Inc. | 142 | $16.1K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 153 | $17.3K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 163 | $18.3K | 0.00% | +61+59.8% | Added |
| Citadel Advisors LLC | 168 | $19.0K | 0.00% | −69,210−99.8% | Reduced |
| Park Place Capital Corp | 178 | $20.1K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 179 | $20.2K | 0.00% | +179 | New |
| Skopos Labs, Inc. | 183 | $20.7K | 0.01% | −119−39.4% | Reduced |
| First Horizon Advisors, Inc. | 196 | $22.2K | 0.00% | −8−3.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 196 | $22.2K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 198 | $22.4K | 0.00% | +198 | New |
| HHM Wealth Advisors, LLC | 200 | $22.6K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 206 | $23.3K | 0.00% | −14−6.4% | Reduced |
| Geneos Wealth Management Inc. | 210 | $23.8K | 0.00% | +5+2.4% | Added |
| Altshuler Shaham Ltd | 215 | $24.3K | 0.00% | +34+18.8% | Added |
| BOK Financial Private Wealth, Inc. | 220 | $24.9K | 0.00% | +220 | New |
| Winnow Wealth LLC | 224 | $25.1K | 0.02% | +224 | New |
| Rise Advisors, LLC | 250 | $28.3K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 276 | $31.2K | 0.00% | +276 | New |
| Ci Investments Inc. | 291 | $33.0K | 0.00% | +99+51.6% | Added |
| Deseret Mutual Benefit Administrators | 295 | $33.4K | 0.02% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 372 | $42.1K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 387 | $43.8K | 0.00% | −10−2.5% | Reduced |
| New Age Alpha Advisors, LLC | 416 | $47.1K | 0.00% | +416 | New |
| EverSource Wealth Advisors, LLC | 423 | $47.9K | 0.00% | +4+1.0% | Added |
| Principal Securities, Inc. | 479 | $54.2K | 0.00% | +126+35.7% | Added |
| CoreFirst Bank & Trust | 483 | $54.6K | 0.03% | 00.0% | Unchanged |
| Caldwell Trust Co | 500 | $56.6K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 568 | $64.3K | 0.01% | +112+24.6% | Added |
| DekaBank Deutsche Girozentrale | 585 | $66.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 630 | $71.3K | 0.00% | +132+26.5% | Added |