| JTC Employer Solutions Trusteee Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 0 | $21 | 0.00% | 0 | Unchanged |
| Raleigh Capital Management Inc. | 0 | $46 | 0.00% | −4−100.0% | Reduced |
| Private Wealth Asset Management, LLC | 1 | $99 | 0.00% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 1 | $99 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1 | $99 | 0.00% | +1 | New |
| Kayne Anderson Rudnick Investment Management LLC | 2 | $199 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 2 | $199 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 3 | $298 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 3 | $301 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 3 | $313 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 5 | $497 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 5 | $497 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 5 | $497 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 5 | $503 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 6 | $524 | 0.00% | −11−64.7% | Reduced |
| Quaker Wealth Management, LLC | 6 | $597 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 6 | $597 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 6 | $597 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 6 | $597 | 0.00% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 7 | $696 | 0.00% | −8−53.3% | Reduced |
| Prestige Wealth Management Group LLC | 8 | $795 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 9 | $894 | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 9 | $894 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 10 | $994 | 0.00% | +10 | New |
| Cornerstone Planning Group LLC | 12 | $1.08K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 11 | $1.11K | 0.00% | +3+37.5% | Added |
| Colonial Trust Co | 13 | $1.32K | 0.00% | −2−13.3% | Reduced |
| Johnson Financial Group, Inc. | 14 | $1.39K | 0.00% | +14 | New |
| Smartleaf Asset Management LLC | 15 | $1.56K | 0.00% | +6+66.7% | Added |
| South State Corp. | 16 | $1.59K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 17 | $1.71K | 0.00% | +1+6.3% | Added |
| J.Safra Asset Management Corp | 18 | $1.79K | 0.00% | +18 | New |
| WFA of San Diego, LLC | 20 | $1.99K | 0.00% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 20 | $1.99K | 0.00% | +20 | New |
| Avion Wealth | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 23 | $2.29K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 23 | $2.29K | 0.00% | +23 | New |
| Ancora Advisors, LLC | 25 | $2.48K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 25 | $2.48K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 27 | $2.68K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 28 | $2.78K | 0.00% | −32−53.3% | Reduced |
| Dogwood Wealth Management LLC | 28 | $2.78K | 0.00% | +28 | New |
| Sachetta, LLC | 28 | $2.78K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 31 | $3.08K | 0.00% | +31 | New |
| Private Wealth Management Group, LLC | 31 | $3.08K | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 31 | $3.12K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 39 | $3.88K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 44 | $4.37K | 0.00% | +44 | New |
| MV Capital Management, Inc. | 47 | $4.67K | 0.00% | +1+2.2% | Added |
| Farmers & Merchants Investments Inc | 49 | $4.87K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 51 | $5.07K | 0.00% | +8+18.6% | Added |
| Sunbelt Securities, Inc. | 51 | $5.07K | 0.00% | +51 | New |
| Meeder Asset Management Inc | 52 | $5.17K | 0.00% | +1+2.0% | Added |
| Addison Advisors LLC | 59 | $5.86K | 0.00% | 00.0% | Unchanged |
| Groupe la Francaise | 69 | $5.95K | 0.00% | +69 | New |
| Copeland Capital Management, LLC | 72 | $7.24K | 0.00% | −52−41.9% | Reduced |
| TruNorth Capital Management, LLC | 73 | $7.25K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 73 | $7.25K | 0.00% | +71+3,550.0% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 74 | $7.35K | 0.00% | −8,365−99.1% | Reduced |
| Bell Investment Advisors, Inc | 74 | $7.35K | 0.00% | −27−26.7% | Reduced |
| Private Trust Co NA | 80 | $7.99K | 0.00% | +3+3.9% | Added |
| Westside Investment Management, Inc. | 80 | $8.03K | 0.00% | +80 | New |
| Geneos Wealth Management Inc. | 83 | $8.21K | 0.00% | −139−62.6% | Reduced |
| SWAN Capital LLC | 88 | $8.73K | 0.00% | −14−13.7% | Reduced |
| MAI Capital Management | 89 | $8.84K | 0.00% | −56−38.6% | Reduced |
| Dunhill Financial, LLC | 96 | $9.54K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 97 | $9.64K | 0.00% | +21+27.6% | Added |
| Wealthspire Advisors, LLC | 97 | $9.64K | 0.00% | +97 | New |
| Financial Management Professionals, Inc. | 110 | $10.9K | 0.00% | −34−23.6% | Reduced |
| Parkside Financial Bank & Trust | 118 | $11.7K | 0.00% | −7−5.6% | Reduced |
| Crewe Advisors LLC | 118 | $11.7K | 0.00% | +118 | New |
| Transamerica Financial Advisors, Inc. | 121 | $12.0K | 0.00% | +121 | New |
| TD Private Client Wealth LLC | 126 | $12.5K | 0.00% | −775−86.0% | Reduced |
| Rockefeller Capital Management L.P. | 160 | $15.9K | 0.00% | +160 | New |
| Huntington National Bank | 161 | $16.0K | 0.00% | +32+24.8% | Added |
| Bessemer Group Inc | 160 | $16.0K | 0.00% | −23−12.6% | Reduced |
| Hilltop National Bank | 162 | $16.1K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 168 | $16.7K | 0.01% | +127+309.8% | Added |
| Rise Advisors, LLC | 171 | $17.0K | 0.01% | +2+1.2% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 194 | $19.3K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 200 | $19.9K | 0.00% | +200 | New |
| Stone House Investment Management, LLC | 202 | $20.1K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 206 | $20.5K | 0.00% | −8,163−97.5% | Reduced |
| Capital Advisors, Ltd. LLC | 211 | $21.0K | 0.00% | −6−2.8% | Reduced |
| Measured Wealth Private Client Group, LLC | 216 | $21.5K | 0.01% | +216 | New |
| Altshuler Shaham Ltd | 224 | $22.3K | 0.00% | +33+17.3% | Added |
| Adams Natural Resources Fund, Inc. | 225 | $22.4K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 246 | $24.4K | 0.00% | −2,493−91.0% | Reduced |
| CoreCap Advisors, LLC | 296 | $29.4K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 305 | $30.3K | 0.00% | +15+5.2% | Added |
| WealthCollab, LLC | 305 | $30.3K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 325 | $32.3K | 0.00% | +325 | New |
| Caitong International Asset Management Co., Ltd | 326 | $32.4K | 0.02% | +107+48.9% | Added |
| Spirit of America Management Corp | 350 | $34.8K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 354 | $35.6K | 0.00% | −44−11.1% | Reduced |
| Shell Asset Management Co | 382 | $38.0K | 0.00% | −679−64.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 405 | $40.2K | 0.00% | +95+30.6% | Added |
| Umb Bank N A | 409 | $40.6K | 0.00% | +98+31.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 411 | $40.8K | 0.00% | 00.0% | Unchanged |
