| Bartlett & Co. Wealth Management LLC | 1 | $164 | 0.00% | +1 | New |
| Manchester Capital Management LLC | 1 | $165 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $165 | 0.00% | +1 | New |
| Valued Wealth Advisors LLC | 1 | $165 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $165 | 0.00% | +1 | New |
| Harbour Investments, Inc. | 2 | $330 | 0.00% | −112−98.2% | Reduced |
| SBI Securities Co., Ltd. | 2 | $330 | 0.00% | −65−97.0% | Reduced |
| Central Trust Co | 2 | $330 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 2 | $330 | 0.00% | +2 | New |
| Vermillion Wealth Management, Inc. | 2 | $330 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 3 | $494 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 3 | $494 | 0.00% | +3 | New |
| GHP Investment Advisors, Inc. | 3 | $495 | 0.00% | +3 | New |
| Rialto Wealth Management, LLC | 4 | $660 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 4 | $660 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 5 | $824 | 0.00% | +1+25.0% | Added |
| Cornerstone Planning Group LLC | 6 | $987 | 0.00% | +3+100.0% | Added |
| Rakuten Securities, Inc. | 6 | $989 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 6 | $989 | 0.00% | +1+20.0% | Added |
| Prestige Wealth Management Group LLC | 6 | $989 | 0.00% | +6 | New |
| Whipplewood Advisors, LLC | 6 | $989 | 0.00% | +6 | New |
| Harvest Fund Management Co., Ltd | 7 | $1.00K | 0.00% | −813−99.1% | Reduced |
| Avion Wealth | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 7 | $1.15K | 0.00% | +3+75.0% | Added |
| Cromwell Holdings LLC | 7 | $1.15K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 7 | $1.15K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 8 | $1.32K | 0.00% | −18−69.2% | Reduced |
| SHP Wealth Management | 8 | $1.32K | 0.00% | +3+60.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 8 | $1.32K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 9 | $1.48K | 0.00% | +9 | New |
| First Horizon Corp | 10 | $1.65K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 11 | $1.81K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 11 | $1.83K | 0.00% | −1,357−99.2% | Reduced |
| Bruce G. Allen Investments, LLC | 12 | $1.98K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 13 | $2.14K | 0.00% | −40−75.5% | Reduced |
| Rossby Financial, LCC | 18 | $2.98K | 0.00% | +12+200.0% | Added |
| HM Payson & Co | 20 | $3.30K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 23 | $3.79K | 0.00% | +23 | New |
| South State Corp. | 25 | $4.12K | 0.00% | −22−46.8% | Reduced |
| Farmers & Merchants Investments Inc | 25 | $4.12K | 0.00% | −1−3.8% | Reduced |
| Westside Investment Management, Inc. | 25 | $4.13K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 26 | $4.29K | 0.00% | +26 | New |
| MPWM Advisory Solutions, LLC | 27 | $4.45K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 27 | $4.45K | 0.00% | +27 | New |
| Itau Unibanco Holding S.A. | 32 | $5.27K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 32 | $5.27K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 32 | $5.33K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 39 | $6.00K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 40 | $6.59K | 0.00% | −8−16.7% | Reduced |
| Highline Wealth Partners LLC | 42 | $6.92K | 0.00% | +42 | New |
| JFS Wealth Advisors, LLC | 44 | $7.25K | 0.00% | +3+7.3% | Added |
| CoreCap Advisors, LLC | 48 | $7.91K | 0.00% | −360−88.2% | Reduced |
| First Pacific Financial | 50 | $8.29K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 54 | $8.90K | 0.00% | −4−6.9% | Reduced |
| Cedar Mountain Advisors, LLC | 54 | $8.90K | 0.00% | +54 | New |
| Clearstead Advisors, LLC | 70 | $11.5K | 0.00% | −79−53.0% | Reduced |
| Innovative Asset Advisors Group, LLC | 71 | $11.7K | 0.01% | +71 | New |
| Bare Financial Services, Inc | 79 | $13.0K | 0.00% | +19+31.7% | Added |
| SJS Investment Consulting Inc. | 84 | $13.8K | 0.00% | −225−72.8% | Reduced |
| Signature Equity Partners, LLC | 87 | $14.3K | 0.01% | +7+8.8% | Added |
| Caitong International Asset Management Co., Ltd | 89 | $14.7K | 0.00% | +89 | New |
| Bayforest Capital Ltd | 91 | $15.0K | 0.02% | −561−86.0% | Reduced |
| Assetmark, Inc | 91 | $15.0K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 98 | $16.1K | 0.00% | +78+390.0% | Added |
| Dogwood Wealth Management LLC | 115 | $19.0K | 0.01% | +9+8.5% | Added |
| CX Institutional | 114 | $19.0K | 0.00% | +114 | New |
| Hantz Financial Services, Inc. | 126 | $21.0K | 0.00% | +17+15.6% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 128 | $21.1K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 129 | $21.3K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 130 | $21.4K | 0.00% | +39+42.9% | Added |
| Golden State Wealth Management, LLC | 140 | $23.2K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 141 | $23.3K | 0.00% | +2+1.4% | Added |
| Crewe Advisors LLC | 147 | $24.2K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 147 | $24.2K | 0.01% | +147 | New |
| Nomura Asset Management Co Ltd | 150 | $24.7K | 0.00% | +150 | New |
| UMA Financial Services, Inc. | 156 | $25.7K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 171 | $28.2K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 190 | $31.3K | 0.00% | −35−15.6% | Reduced |
| Sound Income Strategies, LLC | 201 | $33.3K | 0.00% | +1+0.5% | Added |
| Larson Financial Group LLC | 208 | $34.3K | 0.00% | +77+58.8% | Added |
| Eurizon Capital SGR S.p.A. | 217 | $34.8K | 0.00% | +74+51.7% | Added |
| Quent Capital, LLC | 213 | $35.1K | 0.00% | −66−23.7% | Reduced |
| Umb Bank N A | 224 | $36.9K | 0.00% | −14−5.9% | Reduced |
| Fortitude Family Office, LLC | 255 | $42.0K | 0.01% | +7+2.8% | Added |
| Root Financial Partners, LLC | 268 | $44.2K | 0.00% | +123+84.8% | Added |
| OP Asset Management Ltd | 271 | $44.7K | 0.00% | +271 | New |
| True Wealth Design, LLC | 282 | $46.5K | 0.01% | −47−14.3% | Reduced |
| Nisa Investment Advisors, LLC | 300 | $49.4K | 0.00% | −31,278−99.0% | Reduced |
| Signaturefd, LLC | 309 | $50.9K | 0.00% | +50+19.3% | Added |
| Advisors Asset Management, Inc. | 326 | $53.7K | 0.00% | +236+262.2% | Added |
| Smithfield Trust Co | 343 | $58.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 353 | $58.2K | 0.00% | +21+6.3% | Added |
| Employees Retirement System of Texas | 358 | $59.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 382 | $61.0K | 0.00% | −635−62.4% | Reduced |
| Covestor Ltd | 386 | $64.0K | 0.04% | −187−32.6% | Reduced |
| Parallel Advisors, LLC | 479 | $78.9K | 0.00% | +9+1.9% | Added |
| Quadrant Capital Group LLC | 485 | $79.9K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 513 | $84.5K | 0.00% | +46+9.9% | Added |
| Brown Brothers Harriman & Co | 557 | $91.8K | 0.00% | +48+9.4% | Added |
| IFP Advisors, Inc | 578 | $95.3K | 0.00% | +204+54.5% | Added |