| JTC Employer Solutions Trusteee Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 1 | $3 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1 | $3 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 0 | $26 | 0.00% | 0 | New |
| New Millennium Group LLC | 1 | $112 | 0.00% | +1 | Added |
| Cape Investment Advisory, Inc. | 1 | $117 | 0.00% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 2 | $234 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 2 | $234 | 0.00% | +1+100.0% | Added |
| JFS Wealth Advisors, LLC | 3 | $351 | 0.00% | −4−57.1% | Reduced |
| Prestige Wealth Management Group LLC | 3 | $351 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 3 | $351 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 3 | $355 | 0.00% | −3−50.0% | Reduced |
| Distillate Capital Partners LLC | 4 | $468 | 0.00% | +4 | New |
| Transce3nd, LLC | 5 | $585 | 0.00% | +5 | New |
| WealthTrak Capital Management LLC | 5 | $585 | 0.00% | +5 | New |
| MPWM Advisory Solutions, LLC | 5 | $585 | 0.00% | +5 | New |
| Cassady Schiller Wealth Management, LLC | 6 | $702 | 0.00% | +6 | New |
| Laurel Wealth Advisors LLC | 8 | $936 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 8 | $953 | 0.09% | −8,446−99.9% | Reduced |
| Montag A & Associates Inc | 8 | $993 | 0.00% | +1+14.3% | Added |
| Picton Mahoney Asset Management | 8 | $1.00K | 0.00% | −16,300−100.0% | Reduced |
| Capital Advisors, Ltd. LLC | 9 | $1.00K | 0.00% | +6+200.0% | Added |
| Avion Wealth | 16 | $1.00K | 0.00% | +16 | New |
| Winthrop Capital Management, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Northwestern Mutual Wealth Management Co | 9 | $1.05K | 0.00% | −1−10.0% | Reduced |
| Horizon Investments, LLC | 9 | $1.05K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 9 | $1.05K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 9 | $1.05K | 0.00% | +9 | New |
| Caitong International Asset Management Co., Ltd | 9 | $1.05K | 0.00% | +9 | New |
| Carolinas Wealth Consulting LLC | 10 | $1.14K | 0.00% | +4+66.7% | Added |
| Catherine Avery Investment Management LLC | 10 | $1.17K | 0.00% | +10 | New |
| SRS Capital Advisors, Inc. | 11 | $1.29K | 0.00% | −271−96.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15 | $1.75K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 15 | $1.75K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 16 | $1.87K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 16 | $1.94K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 17 | $1.99K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 17 | $1.99K | 0.00% | +17 | New |
| Whipplewood Advisors, LLC | 17 | $1.99K | 0.00% | +17 | New |
| Cornerstone Planning Group LLC | 17 | $1.99K | 0.00% | +5+41.7% | Added |
| Farmers & Merchants Investments Inc | 18 | $2.10K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 20 | $2.34K | 0.00% | −15−42.9% | Reduced |
| Mountain Hill Investment Partners Corp. | 20 | $2.38K | 0.00% | +20 | New |
| Studio Investment Management LLC | 21 | $2.46K | 0.00% | +21 | New |
| Rosenberg Matthew Hamilton | 22 | $2.57K | 0.00% | −117−84.2% | Reduced |
| Founders Capital Management | 25 | $2.92K | 0.00% | +25 | New |
| Gen-Wealth Partners Inc | 26 | $3.04K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 27 | $3.16K | 0.00% | +27 | New |
| Colonial Trust Co | 28 | $3.27K | 0.00% | +13+86.7% | Added |
| AdvisorNet Financial, Inc | 32 | $3.74K | 0.00% | −12−27.3% | Reduced |
| Versant Capital Management, Inc | 33 | $3.86K | 0.00% | −29−46.8% | Reduced |
| Johnson Financial Group, Inc. | 38 | $4.27K | 0.00% | +5+15.2% | Added |
| CIBC Private Wealth Group, LLC | 36 | $4.41K | 0.00% | +20+125.0% | Added |
| MV Capital Management, Inc. | 39 | $4.56K | 0.00% | +25+178.6% | Added |
| Huntington National Bank | 41 | $4.79K | 0.00% | −582−93.4% | Reduced |
| Coppell Advisory Solutions LLC | 52 | $5.88K | 0.00% | +1+2.0% | Added |
| Sachetta, LLC | 51 | $5.96K | 0.00% | +14+37.8% | Added |
| Jones Financial Companies LLLP | 55 | $6.43K | 0.00% | −18−24.7% | Reduced |
| Spire Wealth Management | 59 | $6.89K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 64 | $7.48K | 0.00% | −34−34.7% | Reduced |
| New Wave Wealth Advisors LLC | 68 | $7.95K | 0.00% | +68 | New |
| TruNorth Capital Management, LLC | 73 | $8.54K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 74 | $8.65K | 0.00% | −19−20.4% | Reduced |
| Bell Investment Advisors, Inc | 76 | $8.89K | 0.00% | −75−49.7% | Reduced |
| WPG Advisers, LLC | 82 | $9.59K | 0.01% | +82 | New |
| Criterion Capital Advisors, LLC | 62 | $10.4K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 89 | $10.4K | 0.00% | +36+67.9% | Added |
| WealthCollab, LLC | 90 | $10.5K | 0.01% | −3−3.2% | Reduced |
| NewSquare Capital LLC | 96 | $11.2K | 0.00% | +96 | New |
| First Horizon Advisors, Inc. | 100 | $11.7K | 0.00% | −378−79.1% | Reduced |
| IAG Wealth Partners, LLC | 102 | $11.9K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 106 | $12.4K | 0.00% | −91−46.2% | Reduced |
| Atlas Capital Advisors LLC | 107 | $12.5K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 118 | $13.8K | 0.00% | −22−15.7% | Reduced |
| Massmutual Trust Co FSB | 120 | $14.0K | 0.00% | +42+53.8% | Added |
| Kestra Investment Management, LLC | 136 | $15.9K | 0.00% | +136 | New |
| Bessemer Group Inc | 135 | $16.0K | 0.00% | −2,422−94.7% | Reduced |
| Clearstead Advisors, LLC | 142 | $16.6K | 0.00% | −15−9.6% | Reduced |
| Fedenia Advisers LLC | 146 | $17.1K | 0.01% | +146 | New |
| Plante Moran Financial Advisors, LLC | 150 | $17.5K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 162 | $18.9K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 167 | $19.5K | 0.04% | −62−27.1% | Reduced |
| Addison Advisors LLC | 177 | $20.7K | 0.01% | +140+378.4% | Added |
| Rise Advisors, LLC | 181 | $21.1K | 0.01% | +3+1.7% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 194 | $22.7K | 0.00% | +45+30.2% | Added |
| Altshuler Shaham Ltd | 212 | $24.8K | 0.00% | +212 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 215 | $26.0K | 0.00% | −41,231−99.5% | Reduced |
| Global Retirement Partners, LLC | 224 | $26.2K | 0.00% | −5−2.2% | Reduced |
| Adams Natural Resources Fund, Inc. | 225 | $26.3K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 236 | $27.6K | 0.00% | −502−68.0% | Reduced |
| Skopos Labs, Inc. | 246 | $28.8K | 0.01% | +246 | New |
| GAMMA Investing LLC | 256 | $29.9K | 0.00% | −158−38.2% | Reduced |
| Allworth Financial LP | 252 | $30.8K | 0.00% | +7+2.9% | Added |
| Spartan Fund Management Inc. | 264 | $30.9K | 0.10% | 00.0% | Unchanged |
| Proequities, Inc. | 260 | $31.7K | 0.00% | −206−44.2% | Reduced |
| Twin Tree Management, LP | 286 | $33.4K | 0.00% | +286 | New |
| CoreCap Advisors, LLC | 296 | $34.6K | 0.00% | 00.0% | Unchanged |
| American National Bank | 304 | $35.5K | 0.00% | +304 | New |
| Rakuten Securities, Inc. | 305 | $35.7K | 0.01% | −3−1.0% | Reduced |
| Larson Financial Group LLC | 318 | $37.2K | 0.00% | +224+238.3% | Added |
