| Avion Wealth | 1 | $0 | 0.00% | +1 | New |
| South State Corp. | 1 | $367 | 0.00% | −15−93.8% | Reduced |
| Bruce G. Allen Investments, LLC | 1 | $367 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $367 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1 | $367 | 0.00% | +1 | New |
| CVA Family Office, LLC | 1 | $367 | 0.00% | +1 | New |
| Activest Wealth Management | 1 | $367 | 0.00% | +1 | New |
| Cromwell Holdings LLC | 1 | $367 | 0.00% | +1 | New |
| Stonebridge Financial Group, LLC | 1 | $367 | 0.00% | +1 | New |
| Bare Financial Services, Inc | 1 | $367 | 0.00% | +1 | New |
| WealthTrak Capital Management LLC | 1 | $367 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $367 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 1 | $370 | 0.00% | +1 | New |
| Principia Wealth Advisory, LLC | 1 | $404 | 0.00% | +1 | New |
| Kestra Investment Management, LLC | 2 | $734 | 0.00% | −12−85.7% | Reduced |
| Sachetta, LLC | 2 | $734 | 0.00% | −1−33.3% | Reduced |
| Greenline Partners, LLC | 2 | $734 | 0.00% | +2 | New |
| True Wealth Design, LLC | 2 | $734 | 0.00% | +2 | New |
| Rossby Financial, LCC | 2 | $899 | 0.00% | +2 | New |
| Picton Mahoney Asset Management | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 3 | $1.10K | 0.00% | +3 | New |
| BankPlus Trust Department | 3 | $1.10K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 3 | $1.10K | 0.00% | +3 | New |
| Atlantic Trust, LLC | 3 | $1.10K | 0.00% | +3 | New |
| Montag A & Associates Inc | 3 | $1.24K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 4 | $1.47K | 0.00% | −38−90.5% | Reduced |
| Financial Management Professionals, Inc. | 4 | $1.47K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 4 | $1.54K | 0.00% | −1−20.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 5 | $1.83K | 0.00% | −1−16.7% | Reduced |
| Horizon Investments, LLC | 5 | $1.83K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 5 | $1.83K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 18 | $1.83K | 0.00% | +13+260.0% | Added |
| WPG Advisers, LLC | 5 | $1.83K | 0.00% | +3+150.0% | Added |
| Global Financial Private Client, LLC | 5 | $1.83K | 0.00% | +4+400.0% | Added |
| Tortoise Investment Management, LLC | 6 | $2.20K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 6 | $2.20K | 0.00% | 00.0% | Unchanged |
| Trust Co | 7 | $2.57K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $2.57K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 8 | $2.94K | 0.00% | +8 | New |
| West Paces Advisors Inc. | 9 | $3.30K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 9 | $3.30K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 10 | $3.67K | 0.00% | +10 | New |
| Hantz Financial Services, Inc. | 12 | $4.00K | 0.00% | +6+100.0% | Added |
| Crewe Advisors LLC | 11 | $4.04K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 11 | $4.04K | 0.00% | +11 | New |
| Archer Investment Corp | 12 | $4.40K | 0.00% | +12 | New |
| Plato Investment Management Ltd | 12 | $4.45K | 0.00% | +12 | New |
| Prestige Wealth Management Group LLC | 13 | $4.77K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 14 | $5.14K | 0.00% | −7−33.3% | Reduced |
| Massmutual Trust Co FSB | 14 | $5.14K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 16 | $5.87K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 16 | $5.87K | 0.00% | −18−52.9% | Reduced |
| Rialto Wealth Management, LLC | 16 | $5.87K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 16 | $5.87K | 0.00% | +7+77.8% | Added |
| Private Wealth Management Group, LLC | 16 | $5.87K | 0.00% | +11+220.0% | Added |
| McIlrath & Eck, LLC | 17 | $6.24K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 20 | $6.70K | 0.00% | +20 | New |
| Bokf, NA | 20 | $7.34K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 20 | $7.34K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 21 | $7.71K | 0.00% | −16−43.2% | Reduced |
| Assetmark, Inc | 21 | $7.71K | 0.00% | −3−12.5% | Reduced |
| Webster Bank, N. A. | 21 | $7.71K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 23 | $8.44K | 0.00% | −57−71.3% | Reduced |
| JFS Wealth Advisors, LLC | 24 | $8.81K | 0.00% | −1−4.0% | Reduced |
| Blume Capital Management, Inc. | 25 | $9.17K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 27 | $9.91K | 0.00% | −71−72.4% | Reduced |
| Frazier Financial Advisors, LLC | 27 | $9.91K | 0.01% | 00.0% | Unchanged |
| Transce3nd, LLC | 28 | $10.3K | 0.00% | +16+133.3% | Added |
| SBI Securities Co., Ltd. | 29 | $10.6K | 0.00% | −15−34.1% | Reduced |
| Sound Income Strategies, LLC | 30 | $11.0K | 0.00% | −4−11.8% | Reduced |
| Copia Wealth Management | 30 | $11.0K | 0.01% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 30 | $11.0K | 0.01% | +30 | New |
| AdvisorNet Financial, Inc | 31 | $11.4K | 0.00% | +31 | New |
| Smartleaf Asset Management LLC | 31 | $11.6K | 0.00% | −14−31.1% | Reduced |
| Bell Investment Advisors, Inc | 33 | $12.1K | 0.00% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 35 | $12.8K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 38 | $13.9K | 0.00% | −34−47.2% | Reduced |
| Key Financial Inc | 44 | $16.1K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 45 | $16.5K | 0.01% | +45 | New |
| Princeton Global Asset Management LLC | 48 | $17.6K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 48 | $17.6K | 0.00% | −12−20.0% | Reduced |
| Grove Bank & Trust | 49 | $18.0K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 50 | $18.3K | 0.00% | +48+2,400.0% | Added |
| Rise Advisors, LLC | 50 | $18.3K | 0.01% | −5−9.1% | Reduced |
| Harbor Investment Advisory, LLC | 50 | $18.3K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 50 | $18.3K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 50 | $18.3K | 0.01% | +12+31.6% | Added |
| Hemington Wealth Management | 52 | $19.0K | 0.00% | +18+52.9% | Added |
| Rakuten Securities, Inc. | 53 | $19.4K | 0.01% | +53 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 54 | $19.8K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 60 | $22.0K | 0.00% | +28+87.5% | Added |
| Geneos Wealth Management Inc. | 61 | $22.4K | 0.00% | +29+90.6% | Added |
| Larson Financial Group LLC | 65 | $23.9K | 0.00% | +17+35.4% | Added |
| MAI Capital Management | 65 | $23.9K | 0.00% | +36+124.1% | Added |
| Leonteq Securities AG | 68 | $25.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 69 | $25.3K | 0.00% | +56+430.8% | Added |
| Wayfinding Financial, LLC | 76 | $27.0K | 0.01% | +76 | New |
| Principal Securities, Inc. | 73 | $29.5K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 90 | $33.0K | 0.03% | −1−1.1% | Reduced |
| Coastline Trust Co | 90 | $33.0K | 0.00% | 00.0% | Unchanged |