| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Quest Partners LLC | 1 | $273 | 0.00% | −1−50.0% | Reduced |
| Bokf, NA | 1 | $273 | 0.00% | +1 | New |
| Key Financial Inc | 1 | $273 | 0.00% | +1 | New |
| MCF Advisors LLC | 1 | $274 | 0.00% | −4−80.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 1 | $274 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 1 | $274 | 0.00% | +1 | New |
| Zions Bancorporation, N.A. | 2 | $546 | 0.00% | −1−33.3% | Reduced |
| Lynx Investment Advisory | 2 | $546 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 3 | $703 | 0.00% | +1+50.0% | Added |
| Provenance Wealth Advisors, LLC | 3 | $819 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 3 | $820 | 0.00% | −2−40.0% | Reduced |
| SJS Investment Consulting Inc. | 3 | $820 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 5 | $1.00K | 0.00% | −7−58.3% | Reduced |
| Financial Management Professionals, Inc. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 4 | $1.09K | 0.00% | −5−55.6% | Reduced |
| Iron Horse Wealth Management, LLC | 4 | $1.09K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 4 | $1.09K | 0.00% | +4 | New |
| Trifecta Capital Advisors, LLC | 4 | $1.09K | 0.00% | +2+100.0% | Added |
| Sachetta, LLC | 4 | $1.36K | 0.00% | +2+100.0% | Added |
| Raffa Wealth Management, LLC | 5 | $1.37K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 5 | $1.37K | 0.00% | +5 | New |
| Coppell Advisory Solutions LLC | 5 | $1.37K | 0.00% | +5 | New |
| Caldwell Sutter Capital, Inc. | 6 | $1.64K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 6 | $1.64K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 6 | $1.64K | 0.00% | +6 | New |
| Atticus Wealth Management, LLC | 7 | $1.91K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 7 | $1.91K | 0.00% | +4+133.3% | Added |
| JFS Wealth Advisors, LLC | 8 | $2.19K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 9 | $2.46K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 9 | $2.46K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 9 | $2.46K | 0.00% | +9 | New |
| Bruce G. Allen Investments, LLC | 11 | $3.00K | 0.00% | −33−75.0% | Reduced |
| Versant Capital Management, Inc | 11 | $3.00K | 0.00% | +7+175.0% | Added |
| Itau Unibanco Holding S.A. | 11 | $3.00K | 0.00% | +11 | New |
| MV Capital Management, Inc. | 11 | $3.00K | 0.00% | −17−60.7% | Reduced |
| Kiely Wealth Advisory Group, Inc. | 10 | $3.29K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 13 | $3.55K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 13 | $3.55K | 0.00% | −27−67.5% | Reduced |
| First Financial Corp | 14 | $3.82K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 14 | $3.82K | 0.00% | −56−80.0% | Reduced |
| Global Financial Private Client, LLC | 14 | $3.82K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 14 | $3.82K | 0.00% | +14 | New |
| Family Firm, Inc. | 14 | $3.82K | 0.00% | +14 | New |
| NBC Securities, Inc. | 16 | $4.00K | 0.00% | −4−20.0% | Reduced |
| Oakworth Capital, Inc. | 15 | $4.10K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 16 | $4.37K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 16 | $4.37K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 16 | $4.37K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 16 | $4.37K | 0.00% | +5+45.5% | Added |
| GHP Investment Advisors, Inc. | 17 | $4.64K | 0.00% | +17 | New |
| Ruedi Wealth Management, Inc. | 17 | $4.64K | 0.00% | +17 | New |
| Front Row Advisors LLC | 18 | $4.92K | 0.00% | −2−10.0% | Reduced |
| St Germain D J Co Inc | 18 | $4.92K | 0.00% | +14+350.0% | Added |
| Bessemer Group Inc | 20 | $5.00K | 0.00% | +9+81.8% | Added |
| Pinnacle Bancorp, Inc. | 20 | $5.46K | 0.00% | −20−50.0% | Reduced |
| West Branch Capital LLC | 23 | $6.28K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 23 | $6.28K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 25 | $6.83K | 0.00% | −101−80.2% | Reduced |
| Criterion Capital Advisors, LLC | 27 | $7.37K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 29 | $7.92K | 0.00% | +24+480.0% | Added |
| Picton Mahoney Asset Management | 32 | $8.00K | 0.00% | +32 | New |
| Private Wealth Management Group, LLC | 31 | $8.47K | 0.00% | +18+138.5% | Added |
| Umb Bank N A | 32 | $8.74K | 0.00% | +31+3,100.0% | Added |
| EverSource Wealth Advisors, LLC | 26 | $8.80K | 0.00% | +4+18.2% | Added |
| Cornerstone Planning Group LLC | 28 | $9.20K | 0.00% | −4−12.5% | Reduced |
| Deseret Mutual Benefit Administrators | 35 | $9.56K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 35 | $9.56K | 0.00% | −46−56.8% | Reduced |
| Private Trust Co NA | 36 | $9.83K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 37 | $10.1K | 0.00% | −15−28.8% | Reduced |
| Smartleaf Asset Management LLC | 40 | $10.9K | 0.00% | +2+5.3% | Added |
| Lindbrook Capital, LLC | 46 | $12.6K | 0.00% | −13−22.0% | Reduced |
| Allworth Financial LP | 45 | $13.4K | 0.00% | −12−21.1% | Reduced |
| HM Payson & Co | 50 | $13.7K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 50 | $14.0K | 0.00% | −6−10.7% | Reduced |
| Massmutual Trust Co FSB | 55 | $15.0K | 0.00% | −9−14.1% | Reduced |
| Spire Wealth Management | 64 | $17.5K | 0.00% | +55+611.1% | Added |
| Park Place Capital Corp | 66 | $18.0K | 0.01% | −34−34.0% | Reduced |
| CVA Family Office, LLC | 67 | $18.3K | 0.00% | +67 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 71 | $19.4K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 71 | $19.4K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 72 | $19.7K | 0.00% | −62−46.3% | Reduced |
| Hexagon Capital Partners LLC | 72 | $19.7K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 79 | $21.6K | 0.01% | +79 | New |
| Ashton Thomas Private Wealth, LLC | 89 | $24.3K | 0.00% | +89 | New |
| Strengthening Families & Communities, LLC | 91 | $25.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 94 | $26.0K | 0.00% | +62+193.8% | Added |
| Farther Finance Advisors, LLC | 101 | $26.7K | 0.00% | −51−33.6% | Reduced |
| Covestor Ltd | 109 | $30.0K | 0.02% | +45+70.3% | Added |
| Huntington National Bank | 116 | $31.7K | 0.00% | −35−23.2% | Reduced |
| Strategic Financial Concepts, LLC | 11,228 | $33.0K | 0.00% | +11,228 | New |
| Steward Partners Investment Advisory, LLC | 134 | $36.6K | 0.00% | −44−24.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 135 | $36.9K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 137 | $37.4K | 0.00% | +123+878.6% | Added |
| Assetmark, Inc | 165 | $45.1K | 0.00% | −16,794−99.0% | Reduced |
| Principal Securities, Inc. | 186 | $50.8K | 0.00% | +17+10.1% | Added |
| Headlands Technologies LLC | 186 | $50.8K | 0.01% | +186 | New |
| LGT Financial Advisors LLC | 192 | $52.4K | 0.11% | −80−29.4% | Reduced |
| Addison Advisors LLC | 200 | $54.6K | 0.02% | 00.0% | Unchanged |
