| Capital Advisors, Ltd. LLC | 5 | $0 | 0.00% | +5 | New |
| MV Capital Management, Inc. | 1 | $38 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1 | $38 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $38 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 1 | $38 | 0.00% | +1 | New |
| 3 Factor Indexing, LLC | 1 | $38 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 2 | $75 | 0.00% | +2 | New |
| Private Trust Co NA | 3 | $112 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 3 | $113 | 0.00% | +3 | New |
| JPL Wealth Management, LLC | 3 | $113 | 0.00% | +3 | New |
| Rossby Financial, LCC | 3 | $116 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 3 | $130 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 4 | $150 | 0.00% | −7−63.6% | Reduced |
| Curio Wealth, LLC | 6 | $225 | 0.00% | −377−98.4% | Reduced |
| Kilter Group LLC | 6 | $225 | 0.00% | −23−79.3% | Reduced |
| SHP Wealth Management | 7 | $262 | 0.00% | +7 | New |
| HFM Investment Advisors, LLC | 10 | $375 | 0.00% | +3+42.9% | Added |
| WPG Advisers, LLC | 11 | $412 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 11 | $413 | 0.00% | −2−15.4% | Reduced |
| Bare Financial Services, Inc | 12 | $450 | 0.00% | +12 | New |
| Marquette Asset Management, LLC | 13 | $487 | 0.00% | −58−81.7% | Reduced |
| Cornerstone Financial Management LLC | 14 | $524 | 0.00% | +3+27.3% | Added |
| Spire Wealth Management | 14 | $535 | 0.00% | +14 | New |
| Atlantic Trust, LLC | 15 | $562 | 0.00% | −102−87.2% | Reduced |
| South State Corp. | 15 | $562 | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 15 | $562 | 0.00% | +15 | New |
| Vermillion Wealth Management, Inc. | 16 | $599 | 0.00% | +16 | New |
| DiNuzzo Private Wealth, Inc. | 17 | $637 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 19 | $712 | 0.00% | −69−78.4% | Reduced |
| Raffa Wealth Management, LLC | 19 | $712 | 0.00% | +2+11.8% | Added |
| SJS Investment Consulting Inc. | 22 | $825 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 23 | $861 | 0.00% | −4−14.8% | Reduced |
| Cromwell Holdings LLC | 26 | $974 | 0.00% | +10+62.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 27 | $1.01K | 0.00% | −6−18.2% | Reduced |
| Intentional Wealth Strategies, LLC | 27 | $1.01K | 0.00% | +27 | New |
| Cedar Mountain Advisors, LLC | 28 | $1.05K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 30 | $1.12K | 0.00% | +18+150.0% | Added |
| Harbour Investments, Inc. | 31 | $1.16K | 0.00% | +28+933.3% | Added |
| Bell Investment Advisors, Inc | 32 | $1.20K | 0.00% | −93−74.4% | Reduced |
| Torren Management, LLC | 33 | $1.24K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 34 | $1.27K | 0.00% | −100−74.6% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 34 | $1.27K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 39 | $1.46K | 0.00% | +36+1,200.0% | Added |
| Smartleaf Asset Management LLC | 43 | $1.60K | 0.00% | +6+16.2% | Added |
| Sankala Group LLC | 50 | $1.79K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 48 | $1.80K | 0.00% | +26+118.2% | Added |
| N.E.W. Advisory Services LLC | 50 | $1.87K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 50 | $1.87K | 0.00% | +50 | New |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 51 | $1.91K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 51 | $1.91K | 0.00% | +1+2.0% | Added |
| Rakuten Securities, Inc. | 60 | $2.25K | 0.00% | −105−63.6% | Reduced |
| Basecamp Wealth Advisors LLC | 67 | $2.51K | 0.00% | +67 | New |
| JFS Wealth Advisors, LLC | 68 | $2.55K | 0.00% | +31+83.8% | Added |
| Private Wealth Management Group, LLC | 68 | $2.55K | 0.00% | +68 | New |
| Fortitude Family Office, LLC | 71 | $2.66K | 0.00% | +36+102.9% | Added |
| Quent Capital, LLC | 74 | $2.77K | 0.00% | −87−54.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 67 | $2.90K | 0.00% | +67 | New |
| Ameriflex Group, Inc. | 78 | $2.92K | 0.00% | −82−51.2% | Reduced |
| Keating Financial Advisory Services, Inc. | 84 | $3.15K | 0.00% | −9−9.7% | Reduced |
| Lodestone Wealth Management LLC | 85 | $3.18K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 86 | $3.22K | 0.00% | +86 | New |
| Delta Asset Management LLC | 100 | $3.75K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 100 | $3.75K | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 100 | $3.75K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 109 | $4.07K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 109 | $4.08K | 0.00% | −762−87.5% | Reduced |
| CoreCap Advisors, LLC | 110 | $4.12K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 117 | $4.38K | 0.00% | −308−72.5% | Reduced |
| Chilton Capital Management LLC | 133 | $4.98K | 0.00% | +133 | New |
| Hurley Capital, LLC | 147 | $5.51K | 0.00% | +147 | New |
| Farmers & Merchants Investments Inc | 150 | $5.62K | 0.00% | +10+7.1% | Added |
| CVA Family Office, LLC | 172 | $6.44K | 0.00% | +172 | New |
| GWM Advisors LLC | 180 | $6.74K | 0.00% | +22+13.9% | Added |
| Highline Wealth Partners LLC | 185 | $6.93K | 0.00% | +185 | New |
| Winch Advisory Services, LLC | 196 | $7.34K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 200 | $7.49K | 0.00% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 234 | $8.74K | 0.00% | +234 | New |
| Creative Financial Designs Inc | 261 | $9.78K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 263 | $9.85K | 0.00% | −29−9.9% | Reduced |
| Essential Partners LLC | 274 | $10.3K | 0.00% | −1,255−82.1% | Reduced |
| Center for Financial Planning, Inc. | 295 | $11.1K | 0.00% | +95+47.5% | Added |
| SBI Securities Co., Ltd. | 324 | $12.1K | 0.00% | −98−23.2% | Reduced |
| CX Institutional | 388 | $15.0K | 0.00% | +388 | New |
| Root Financial Partners, LLC | 432 | $16.2K | 0.00% | +69+19.0% | Added |
| International Assets Investment Management, LLC | 430 | $16.6K | 0.00% | +430 | New |
| Nomura Asset Management Co Ltd | 470 | $17.6K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 533 | $20.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 572 | $21.4K | 0.00% | +263+85.1% | Added |
| Richardson Financial Services Inc. | 606 | $22.7K | 0.01% | +606 | New |
| Versant Capital Management, Inc | 624 | $23.4K | 0.00% | +431+223.3% | Added |
| Pinnacle Bancorp, Inc. | 664 | $24.9K | 0.01% | +664 | New |
| Bessemer Group Inc | 649 | $25.0K | 0.00% | +142+28.0% | Added |
| Huntington National Bank | 735 | $27.5K | 0.00% | −478−39.4% | Reduced |
| EverSource Wealth Advisors, LLC | 814 | $30.5K | 0.00% | −812−49.9% | Reduced |
| IFP Advisors, Inc | 831 | $31.1K | 0.00% | −125−13.1% | Reduced |
| NFJ Investment Group, LLC | 922 | $34.5K | 0.00% | −804,759−99.9% | Reduced |
| WS Portfolio Advisory, LLC | 950 | $35.6K | 1.10% | +950 | New |
| FNY Investment Advisers, LLC | 972 | $36.0K | 0.02% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,074 | $40.2K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,080 | $40.5K | 0.00% | −12−1.1% | Reduced |
