| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | −7−77.8% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 1 | $2 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 0 | $24 | 0.00% | 0 | Unchanged |
| Cape Investment Advisory, Inc. | 1 | $113 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $113 | 0.00% | +1 | New |
| Dakota Community Bank & Trust NA | 2 | $225 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 2 | $225 | 0.00% | +2 | New |
| JFS Wealth Advisors, LLC | 2 | $226 | 0.00% | −1−33.3% | Reduced |
| Valued Wealth Advisors LLC | 2 | $228 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 3 | $338 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 3 | $338 | 0.00% | +3 | New |
| Private Wealth Asset Management, LLC | 3 | $338 | 0.00% | +3 | New |
| Glen Eagle Advisors, LLC | 3 | $346 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 4 | $451 | 0.00% | +4 | New |
| Transce3nd, LLC | 5 | $564 | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 5 | $564 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 5 | $564 | 0.00% | +5 | New |
| Binnacle Investments Inc | 5 | $564 | 0.00% | +5 | New |
| Bruce G. Allen Investments, LLC | 6 | $676 | 0.00% | +6 | New |
| Central Trust Co | 7 | $790 | 0.00% | +7 | New |
| Sachetta, LLC | 8 | $902 | 0.00% | −43−84.3% | Reduced |
| Laurel Wealth Advisors LLC | 8 | $902 | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 8 | $958 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 10 | $1.00K | 0.00% | +10 | New |
| Cullen/Frost Bankers, Inc. | 9 | $1.01K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 9 | $1.01K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 9 | $1.01K | 0.00% | +9 | New |
| Cornerstone Planning Group LLC | 12 | $1.11K | 0.00% | −5−29.4% | Reduced |
| South State Corp. | 10 | $1.13K | 0.00% | +10 | New |
| CIBC Private Wealth Group, LLC | 17 | $1.40K | 0.00% | −19−52.8% | Reduced |
| ZynergyRetirementPlanningLLC | 13 | $1.52K | 0.00% | +13 | New |
| Harbor Investment Advisory, LLC | 15 | $1.69K | 0.00% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 15 | $1.69K | 0.00% | +5+50.0% | Added |
| Colonial Trust Co | 15 | $1.69K | 0.00% | −13−46.4% | Reduced |
| Wolff Wiese Magana LLC | 16 | $1.80K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 16 | $1.80K | 0.00% | +16 | New |
| ORG Partners LLC | 16 | $1.89K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 23 | $1.92K | 0.00% | +6+35.3% | Added |
| Private Wealth Management Group, LLC | 19 | $2.14K | 0.00% | −70−78.7% | Reduced |
| CVA Family Office, LLC | 20 | $2.25K | 0.00% | +20 | New |
| Atlantic Trust, LLC | 22 | $2.48K | 0.00% | +22 | New |
| Rosenberg Matthew Hamilton | 23 | $2.59K | 0.00% | +1+4.5% | Added |
| Founders Capital Management | 25 | $2.82K | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 26 | $2.88K | 0.00% | +6+30.0% | Added |
| AdvisorNet Financial, Inc | 31 | $3.49K | 0.00% | −1−3.1% | Reduced |
| Farmers & Merchants Investments Inc | 35 | $3.94K | 0.00% | +17+94.4% | Added |
| SRS Capital Advisors, Inc. | 36 | $4.06K | 0.00% | +25+227.3% | Added |
| MV Capital Management, Inc. | 37 | $4.17K | 0.00% | −2−5.1% | Reduced |
| Kiker Wealth Management, LLC | 40 | $4.51K | 0.00% | +40 | New |
| Mather Group, LLC. | 44 | $4.96K | 0.00% | +44 | New |
| Addison Advisors LLC | 48 | $5.41K | 0.00% | −129−72.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 50 | $5.64K | 0.00% | +50 | New |
| Spire Wealth Management | 59 | $6.68K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 71 | $8.00K | 0.00% | −25−26.0% | Reduced |
| TruNorth Capital Management, LLC | 73 | $8.23K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 80 | $9.02K | 0.00% | +71+788.9% | Added |
| IAG Wealth Partners, LLC | 102 | $11.5K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 105 | $11.8K | 0.00% | +72+218.2% | Added |
| Jones Financial Companies LLLP | 107 | $12.0K | 0.00% | +52+94.5% | Added |
| Huntington National Bank | 113 | $12.7K | 0.00% | +72+175.6% | Added |
| Parkside Financial Bank & Trust | 117 | $13.2K | 0.00% | +43+58.1% | Added |
| Geneos Wealth Management Inc. | 129 | $14.6K | 0.00% | +11+9.3% | Added |
| Atlas Capital Advisors LLC | 142 | $16.0K | 0.00% | +35+32.7% | Added |
| Bessemer Group Inc | 150 | $17.0K | 0.00% | +15+11.1% | Added |
| Altshuler Shaham Ltd | 157 | $17.7K | 0.00% | −55−25.9% | Reduced |
| First Horizon Advisors, Inc. | 157 | $17.7K | 0.00% | +57+57.0% | Added |
| WealthCollab, LLC | 160 | $18.0K | 0.01% | +70+77.8% | Added |
| Rise Advisors, LLC | 166 | $18.8K | 0.01% | −15−8.3% | Reduced |
| V-Square Quantitative Management LLC | 184 | $20.7K | 0.00% | +184 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 194 | $21.9K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 194 | $21.9K | 0.00% | +74+61.7% | Added |
| Plante Moran Financial Advisors, LLC | 201 | $22.6K | 0.00% | +51+34.0% | Added |
| Bell Investment Advisors, Inc | 201 | $22.7K | 0.00% | +125+164.5% | Added |
| Stone House Investment Management, LLC | 202 | $22.8K | 0.00% | +202 | New |
| Allworth Financial LP | 253 | $24.0K | 0.00% | +1+0.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 215 | $24.2K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 240 | $27.1K | 0.00% | +98+69.0% | Added |
| Skopos Labs, Inc. | 293 | $33.0K | 0.01% | +47+19.1% | Added |
| CoreCap Advisors, LLC | 300 | $33.8K | 0.00% | +4+1.4% | Added |
| Steward Partners Investment Advisory, LLC | 329 | $37.1K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 335 | $37.8K | 0.00% | −17−4.8% | Reduced |
| Fortitude Family Office, LLC | 341 | $38.4K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 349 | $39.3K | 0.00% | +30+9.4% | Added |
| Spirit of America Management Corp | 350 | $39.5K | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 365 | $40.8K | 0.00% | +27+8.0% | Added |
| Financial Management Professionals, Inc. | 381 | $42.9K | 0.01% | −33−8.0% | Reduced |
| IFP Advisors, Inc | 357 | $43.0K | 0.00% | −1−0.3% | Reduced |
| DekaBank Deutsche Girozentrale | 415 | $46.0K | 0.00% | −356−46.2% | Reduced |
| Larson Financial Group LLC | 415 | $46.8K | 0.00% | +97+30.5% | Added |
| Copeland Capital Management, LLC | 446 | $50.3K | 0.00% | −818−64.7% | Reduced |
| Hexagon Capital Partners LLC | 447 | $50.4K | 0.01% | +341+321.7% | Added |
| Caitong International Asset Management Co., Ltd | 538 | $60.6K | 0.05% | +529+5,877.8% | Added |
| TD Waterhouse Canada Inc. | 549 | $61.7K | 0.00% | −252−31.5% | Reduced |
| Farther Finance Advisors, LLC | 604 | $68.0K | 0.00% | −150−19.9% | Reduced |
| Exchange Traded Concepts, LLC | 605 | $68.2K | 0.00% | −5,540−90.2% | Reduced |
| SBI Securities Co., Ltd. | 636 | $71.7K | 0.00% | −208−24.6% | Reduced |
| Union Bancaire Privee, UBP SA | 672 | $75.1K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 698 | $78.7K | 0.00% | +462+195.8% | Added |
