| JTC Employer Solutions Trusteee Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 1 | $1 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 0 | $21 | 0.00% | 0 | Unchanged |
| Private Wealth Asset Management, LLC | 1 | $97 | 0.00% | −2−66.7% | Reduced |
| Dakota Community Bank & Trust NA | 1 | $97 | 0.00% | −1−50.0% | Reduced |
| Cape Investment Advisory, Inc. | 1 | $97 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 2 | $194 | 0.00% | −20−90.9% | Reduced |
| ROSS\JOHNSON & Associates LLC | 2 | $194 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 2 | $194 | 0.00% | +2 | New |
| Valued Wealth Advisors LLC | 2 | $199 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 3 | $291 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 3 | $291 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 3 | $291 | 0.00% | +2+200.0% | Added |
| Glen Eagle Advisors, LLC | 3 | $302 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 4 | $393 | 0.00% | +4 | New |
| Bare Financial Services, Inc | 5 | $484 | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 5 | $484 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 5 | $484 | 0.00% | +5 | New |
| TFC Financial Management | 5 | $485 | 0.00% | +1+25.0% | Added |
| DecisionPoint Financial, LLC | 5 | $505 | 0.00% | +5 | New |
| Cromwell Holdings LLC | 6 | $581 | 0.00% | +6 | New |
| Rialto Wealth Management, LLC | 6 | $582 | 0.00% | −10−62.5% | Reduced |
| Quaker Wealth Management, LLC | 6 | $582 | 0.00% | +6 | New |
| American Capital Advisory, LLC | 6 | $582 | 0.00% | +6 | New |
| Rothschild Investment LLC | 8 | $775 | 0.00% | +8 | New |
| Prestige Wealth Management Group LLC | 8 | $775 | 0.00% | +8 | New |
| Montag A & Associates Inc | 8 | $823 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 9 | $872 | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 9 | $872 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 10 | $969 | 0.00% | −7−41.2% | Reduced |
| Smartleaf Asset Management LLC | 9 | $974 | 0.00% | −845−98.9% | Reduced |
| Cornerstone Planning Group LLC | 12 | $1.28K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 15 | $1.45K | 0.00% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 15 | $1.45K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 15 | $1.45K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 16 | $1.55K | 0.00% | +6+60.0% | Added |
| Whipplewood Advisors, LLC | 17 | $1.65K | 0.00% | −6−26.1% | Reduced |
| Capital A Wealth Management, LLC | 10 | $1.66K | 0.02% | +10 | New |
| ORG Partners LLC | 16 | $1.71K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 17 | $1.78K | 0.00% | +8+88.9% | Added |
| WFA of San Diego, LLC | 20 | $1.94K | 0.00% | +20 | New |
| Avion Wealth | 29 | $2.00K | 0.00% | +13+81.3% | Added |
| Total Investment Management Inc | 21 | $2.03K | 0.00% | +21 | New |
| Rosenberg Matthew Hamilton | 23 | $2.23K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 23 | $2.23K | 0.00% | +23 | New |
| Bruce G. Allen Investments, LLC | 25 | $2.42K | 0.00% | +19+316.7% | Added |
| Ancora Advisors, LLC | 25 | $2.42K | 0.00% | +25 | New |
| Northwestern Mutual Wealth Management Co | 27 | $2.62K | 0.00% | −53−66.3% | Reduced |
| Sachetta, LLC | 28 | $2.71K | 0.00% | +20+250.0% | Added |
| Mountain Hill Investment Partners Corp. | 31 | $3.00K | 0.00% | +5+19.2% | Added |
| Private Wealth Management Group, LLC | 31 | $3.00K | 0.00% | +12+63.2% | Added |
| Twin Peaks Wealth Advisors, LLC | 37 | $3.70K | 0.00% | +37 | New |
| AdvisorNet Financial, Inc | 39 | $3.78K | 0.00% | +8+25.8% | Added |
| True Wealth Design, LLC | 41 | $3.97K | 0.00% | +41 | New |
| Leonteq Securities AG | 43 | $4.17K | 0.00% | +43 | New |
| MV Capital Management, Inc. | 46 | $4.46K | 0.00% | +9+24.3% | Added |
| Atlas Capital Advisors LLC | 47 | $4.55K | 0.00% | −95−66.9% | Reduced |
| Farmers & Merchants Investments Inc | 49 | $4.75K | 0.00% | +14+40.0% | Added |
| Meeder Asset Management Inc | 51 | $4.94K | 0.00% | +51 | New |
| Addison Advisors LLC | 59 | $5.71K | 0.00% | +11+22.9% | Added |
| Spire Wealth Management | 60 | $5.78K | 0.00% | +1+1.7% | Added |
| TruNorth Capital Management, LLC | 73 | $7.07K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 76 | $7.36K | 0.00% | +76 | New |
| Private Trust Co NA | 77 | $7.50K | 0.00% | +77 | New |
| First Horizon Advisors, Inc. | 96 | $9.30K | 0.00% | −61−38.9% | Reduced |
| Dunhill Financial, LLC | 96 | $9.30K | 0.00% | +96 | New |
| Bell Investment Advisors, Inc | 101 | $9.78K | 0.00% | −100−49.8% | Reduced |
| SWAN Capital LLC | 102 | $9.88K | 0.00% | +102 | New |
| Copeland Capital Management, LLC | 124 | $12.1K | 0.00% | −322−72.2% | Reduced |
| Parkside Financial Bank & Trust | 125 | $12.1K | 0.00% | +8+6.8% | Added |
| Huntington National Bank | 129 | $12.5K | 0.00% | +16+14.2% | Added |
| Financial Management Professionals, Inc. | 144 | $13.9K | 0.00% | −237−62.2% | Reduced |
| MAI Capital Management | 145 | $14.0K | 0.00% | +145 | New |
| Hilltop National Bank | 162 | $15.7K | 0.00% | +162 | New |
| Rise Advisors, LLC | 169 | $16.3K | 0.01% | +3+1.8% | Added |
| NewSquare Capital LLC | 169 | $16.4K | 0.00% | +98+138.0% | Added |
| SRS Capital Advisors, Inc. | 171 | $16.6K | 0.00% | +135+375.0% | Added |
| Bessemer Group Inc | 183 | $18.0K | 0.00% | +33+22.0% | Added |
| Altshuler Shaham Ltd | 191 | $18.5K | 0.00% | +34+21.7% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 194 | $18.8K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 202 | $19.6K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 217 | $21.0K | 0.00% | +215+10,750.0% | Added |
| Caitong International Asset Management Co., Ltd | 219 | $21.2K | 0.02% | −319−59.3% | Reduced |
| Geneos Wealth Management Inc. | 222 | $21.5K | 0.00% | +93+72.1% | Added |
| Adams Natural Resources Fund, Inc. | 225 | $21.8K | 0.00% | +225 | New |
| Farther Finance Advisors, LLC | 290 | $28.1K | 0.00% | −314−52.0% | Reduced |
| Bayforest Capital Ltd | 290 | $28.1K | 0.01% | +290 | New |
| CoreCap Advisors, LLC | 296 | $28.7K | 0.00% | −4−1.3% | Reduced |
| WealthCollab, LLC | 305 | $29.5K | 0.02% | +145+90.6% | Added |
| Steward Partners Investment Advisory, LLC | 310 | $30.0K | 0.00% | −19−5.8% | Reduced |
| Umb Bank N A | 311 | $30.1K | 0.00% | −495−61.4% | Reduced |
| Spirit of America Management Corp | 350 | $33.9K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 411 | $39.8K | 0.00% | +196+91.2% | Added |
| TD Waterhouse Canada Inc. | 398 | $40.1K | 0.00% | −151−27.5% | Reduced |
| Fifth Third Bancorp | 430 | $41.6K | 0.00% | −268−38.4% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 456 | $44.0K | 0.00% | −576−55.8% | Reduced |
| State of Wyoming | 509 | $49.3K | 0.01% | −333−39.5% | Reduced |
| Larson Financial Group LLC | 553 | $53.6K | 0.00% | +138+33.3% | Added |
| Exchange Traded Concepts, LLC | 611 | $59.2K | 0.00% | +6+1.0% | Added |
| Versant Capital Management, Inc | 643 | $62.3K | 0.01% | +538+512.4% | Added |
