| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | New |
| Sofos Investments, Inc. | 0 | $178 | 0.00% | 0 | Unchanged |
| Bokf, NA | 1 | $322 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $323 | 0.00% | −6−85.7% | Reduced |
| True Wealth Design, LLC | 1 | $323 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1 | $323 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 1 | $323 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 2 | $593 | 0.00% | +2 | New |
| Gradient Investments LLC | 2 | $646 | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 2 | $646 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 2 | $646 | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $646 | 0.00% | – | – |
| Chilton Capital Management LLC | 2 | $646 | 0.00% | +2 | New |
| Sachetta, LLC | 2 | $646 | 0.00% | +2 | New |
| Bell Investment Advisors, Inc | 3 | $969 | 0.00% | −9−75.0% | Reduced |
| SJS Investment Consulting Inc. | 3 | $969 | 0.00% | −1−25.0% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 3 | $969 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 3 | $969 | 0.00% | +3 | New |
| Lazard Asset Management LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 4 | $1.29K | 0.00% | −8−66.7% | Reduced |
| Zions Bancorporation, N.A. | 4 | $1.29K | 0.00% | −1−20.0% | Reduced |
| St Germain D J Co Inc | 4 | $1.29K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 4 | $1.29K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 4 | $1.29K | 0.00% | +4 | New |
| Raffa Wealth Management, LLC | 5 | $1.61K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 5 | $1.61K | 0.00% | +5 | New |
| Caldwell Sutter Capital, Inc. | 6 | $1.94K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 6 | $1.94K | 0.00% | +1+20.0% | Added |
| Red Tortoise LLC | 6 | $1.94K | 0.00% | +6 | New |
| JFS Wealth Advisors, LLC | 6 | $1.94K | 0.00% | −6−50.0% | Reduced |
| Bessemer Group Inc | 5 | $2.00K | 0.00% | −353−98.6% | Reduced |
| Financial Management Professionals, Inc. | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 7 | $2.26K | 0.00% | +7 | New |
| Atticus Wealth Management, LLC | 7 | $2.26K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 8 | $2.58K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 8 | $2.58K | 0.00% | +6+300.0% | Added |
| Jones Financial Companies LLLP | 8 | $2.58K | 0.00% | +7+700.0% | Added |
| Cullen/Frost Bankers, Inc. | 9 | $2.91K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 12 | $3.00K | 0.00% | +7+140.0% | Added |
| Private Wealth Management Group, LLC | 10 | $3.23K | 0.00% | +10 | New |
| Kiely Wealth Advisory Group, Inc. | 10 | $3.37K | 0.00% | +10 | New |
| Washington Trust Co | 11 | $3.55K | 0.00% | +11 | New |
| Tucker Asset Management LLC | 12 | $3.88K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 12 | $3.88K | 0.00% | +12 | New |
| Creative Financial Designs Inc | 13 | $4.20K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 14 | $4.52K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 14 | $4.52K | 0.00% | +14 | New |
| Oakworth Capital, Inc. | 15 | $4.84K | 0.00% | +5+50.0% | Added |
| Covestor Ltd | 16 | $5.00K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 16 | $5.17K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 16 | $5.17K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 16 | $5.17K | 0.00% | +16 | New |
| NBC Securities, Inc. | 20 | $6.00K | 0.00% | −9−31.0% | Reduced |
| EverSource Wealth Advisors, LLC | 19 | $6.13K | 0.00% | −9−32.1% | Reduced |
| Venturi Wealth Management, LLC | 20 | $6.46K | 0.00% | +20 | New |
| Provenance Wealth Advisors, LLC | 22 | $7.10K | 0.00% | +19+633.3% | Added |
| West Branch Capital LLC | 23 | $7.43K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 23 | $7.43K | 0.00% | +23 | New |
| Cornerstone Planning Group LLC | 26 | $8.39K | 0.00% | −1−3.7% | Reduced |
| Criterion Capital Advisors, LLC | 27 | $8.72K | 0.01% | +27 | New |
| MV Capital Management, Inc. | 30 | $9.69K | 0.00% | +9+42.9% | Added |
| Capital Advisors, Ltd. LLC | 31 | $10.0K | 0.00% | −12−27.9% | Reduced |
| Hantz Financial Services, Inc. | 30 | $10.0K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 35 | $11.3K | 0.01% | +20+133.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 38 | $12.0K | 0.00% | +38 | New |
| Itau Unibanco Holding S.A. | 38 | $12.3K | 0.00% | −9−19.1% | Reduced |
| Pinnacle Bancorp, Inc. | 40 | $12.9K | 0.00% | +3+8.1% | Added |
| Lee Financial Co | 41 | $13.2K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 44 | $14.2K | 0.01% | +44 | New |
| Brown Brothers Harriman & Co | 45 | $14.5K | 0.00% | −118−72.4% | Reduced |
| Allworth Financial LP | 46 | $14.9K | 0.00% | −35−43.2% | Reduced |
| Rakuten Securities, Inc. | 47 | $15.2K | 0.01% | +47 | New |
| Parkside Financial Bank & Trust | 47 | $15.2K | 0.00% | −1−2.1% | Reduced |
| HM Payson & Co | 50 | $16.1K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 50 | $16.1K | 0.00% | +28+127.3% | Added |
| Rakuten Investment Management, Inc. | 52 | $16.9K | 0.00% | +52 | New |
| Massmutual Trust Co FSB | 53 | $17.1K | 0.00% | +24+82.8% | Added |
| Lindbrook Capital, LLC | 55 | $17.8K | 0.00% | +39+243.8% | Added |
| BKM Wealth Management, LLC | 56 | $18.1K | 0.01% | +56 | New |
| Rosenberg Matthew Hamilton | 60 | $19.4K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 62 | $20.0K | 0.00% | −239−79.4% | Reduced |
| Spire Wealth Management | 72 | $22.1K | 0.00% | −3−4.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 69 | $22.3K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 70 | $22.6K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 71 | $22.9K | 0.00% | +71 | New |
| Hexagon Capital Partners LLC | 72 | $23.2K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 73 | $23.6K | 0.00% | +12+19.7% | Added |
| Quadrant Capital Group LLC | 75 | $24.2K | 0.00% | +45+150.0% | Added |
| Desjardins Global Asset Management Inc. | 77 | $24.9K | 0.00% | +2+2.7% | Added |
| Harbour Investments, Inc. | 78 | $25.2K | 0.00% | +2+2.6% | Added |
| Steward Partners Investment Advisory, LLC | 84 | $27.1K | 0.00% | +15+21.7% | Added |
| Quarry LP | 84 | $27.1K | 0.01% | +84 | New |
| Advisory Services Network, LLC | 85 | $27.4K | 0.00% | +85 | New |
| Strengthening Families & Communities, LLC | 91 | $29.4K | 0.02% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 96 | $30.0K | 0.00% | −20−17.2% | Reduced |
| Clearstead Advisors, LLC | 110 | $35.5K | 0.00% | −10−8.3% | Reduced |
| Farther Finance Advisors, LLC | 111 | $35.8K | 0.00% | +32+40.5% | Added |
| Huntington National Bank | 114 | $36.8K | 0.00% | +16+16.3% | Added |
| Gladius Capital Management LP | 121 | $39.1K | 0.02% | +48+65.8% | Added |
| Principal Securities, Inc. | 128 | $41.3K | 0.00% | +128 | New |