| JTC Employer Solutions Trusteee Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 0 | $43 | 0.00% | 0 | Unchanged |
| Private Wealth Asset Management, LLC | 1 | $93 | 0.00% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 1 | $93 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1 | $93 | 0.00% | +1 | New |
| Elyxium Wealth, LLC | 1 | $93 | 0.00% | +1 | New |
| ROSS\JOHNSON & Associates LLC | 2 | $185 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2 | $186 | 0.00% | +2 | New |
| DiNuzzo Private Wealth, Inc. | 2 | $186 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 2 | $186 | 0.00% | +2 | New |
| Key Financial Inc | 3 | $278 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 3 | $278 | 0.00% | +3 | New |
| Glen Eagle Advisors, LLC | 3 | $296 | 0.00% | 00.0% | Unchanged |
| Distillate Capital Partners LLC | 4 | $371 | 0.00% | +4 | New |
| Sunrise Financial Services, LLC | 4 | $371 | 0.00% | +4 | New |
| DecisionPoint Financial, LLC | 5 | $464 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 5 | $464 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 6 | $556 | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 6 | $556 | 0.00% | +6 | New |
| Sachetta, LLC | 6 | $557 | 0.00% | −22−78.6% | Reduced |
| Catherine Avery Investment Management LLC | 7 | $649 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 7 | $649 | 0.00% | +1+16.7% | Added |
| Principia Wealth Advisory, LLC | 7 | $649 | 0.00% | +2+40.0% | Added |
| Manchester Capital Management LLC | 7 | $649 | 0.00% | +7 | New |
| Prestige Wealth Management Group LLC | 8 | $742 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 8 | $742 | 0.00% | +2+33.3% | Added |
| Rialto Wealth Management, LLC | 8 | $742 | 0.00% | +2+33.3% | Added |
| Cullen/Frost Bankers, Inc. | 9 | $834 | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 9 | $834 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 10 | $898 | 0.00% | +10 | New |
| Wealth Enhancement Trust Services, Inc. | 10 | $927 | 0.00% | +10 | New |
| Avion Wealth | 12 | $1.00K | 0.00% | −17−58.6% | Reduced |
| JFS Wealth Advisors, LLC | 11 | $1.02K | 0.00% | +11 | New |
| Montag A & Associates Inc | 11 | $1.04K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 12 | $1.11K | 0.00% | +12 | New |
| MV Capital Management, Inc. | 12 | $1.11K | 0.00% | −35−74.5% | Reduced |
| Cornerstone Planning Group LLC | 12 | $1.18K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 14 | $1.30K | 0.00% | +4+40.0% | Added |
| South State Corp. | 16 | $1.48K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 17 | $1.61K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 18 | $1.67K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 19 | $1.76K | 0.00% | −32−62.7% | Reduced |
| WFA of San Diego, LLC | 20 | $1.85K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 21 | $1.95K | 0.00% | +21 | New |
| Rothschild Investment LLC | 22 | $2.04K | 0.00% | −1,454−98.5% | Reduced |
| CBIZ Investment Advisory Services, LLC | 23 | $2.13K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 23 | $2.13K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 23 | $2.13K | 0.00% | +23 | New |
| Bruce G. Allen Investments, LLC | 25 | $2.32K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 27 | $2.50K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 28 | $2.60K | 0.00% | +28 | New |
| Colonial Trust Co | 28 | $2.63K | 0.00% | +15+115.4% | Added |
| True Wealth Design, LLC | 30 | $2.78K | 0.00% | −138−82.1% | Reduced |
| AdvisorNet Financial, Inc | 31 | $2.87K | 0.00% | −8−20.5% | Reduced |
| Smartleaf Asset Management LLC | 30 | $2.88K | 0.00% | +15+100.0% | Added |
| Mountain Hill Investment Partners Corp. | 32 | $2.95K | 0.00% | +1+3.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 33 | $3.06K | 0.00% | +33 | New |
| Garton & Associates Financial Advisors LLC | 35 | $3.25K | 0.00% | +35 | New |
| Farmers & Merchants Investments Inc | 49 | $4.54K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 51 | $4.73K | 0.00% | −1−1.9% | Reduced |
| Leonteq Securities AG | 51 | $4.73K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 56 | $5.19K | 0.00% | +25+80.6% | Added |
| ZRC Wealth Management, LLC | 56 | $5.19K | 0.00% | +56 | New |
| MAI Capital Management | 57 | $5.28K | 0.00% | −32−36.0% | Reduced |
| Copeland Capital Management, LLC | 58 | $5.39K | 0.00% | −14−19.4% | Reduced |
| SageView Advisory Group, LLC | 60 | $5.56K | 0.00% | +60 | New |
| Bell Investment Advisors, Inc | 64 | $5.93K | 0.00% | −10−13.5% | Reduced |
| Versant Capital Management, Inc | 74 | $6.86K | 0.00% | −550−88.1% | Reduced |
| Private Trust Co NA | 80 | $7.46K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 84 | $7.79K | 0.00% | +53+171.0% | Added |
| Westside Investment Management, Inc. | 84 | $7.95K | 0.00% | +4+5.0% | Added |
| SRS Capital Advisors, Inc. | 87 | $8.07K | 0.00% | −47,485−99.8% | Reduced |
| SWAN Capital LLC | 88 | $8.16K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 97 | $9.01K | 0.00% | +1+1.0% | Added |
| Financial Consulate, Inc | 100 | $9.27K | 0.00% | +100 | New |
| Financial Management Professionals, Inc. | 110 | $10.2K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 110 | $10.2K | 0.00% | +37+50.7% | Added |
| Capital Advisors, Ltd. LLC | 115 | $11.0K | 0.00% | −96−45.5% | Reduced |
| Bessemer Group Inc | 116 | $11.0K | 0.00% | −44−27.5% | Reduced |
| Addison Advisors LLC | 131 | $12.1K | 0.00% | +72+122.0% | Added |
| Clearstead Advisors, LLC | 134 | $12.4K | 0.00% | −906−87.1% | Reduced |
| Parkside Financial Bank & Trust | 139 | $12.9K | 0.00% | +21+17.8% | Added |
| Huntington National Bank | 140 | $13.0K | 0.00% | −21−13.0% | Reduced |
| Group One Trading, L.P. | 155 | $14.4K | 0.00% | −51−24.8% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 194 | $18.0K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 209 | $19.4K | 0.01% | +209 | New |
| WealthCollab, LLC | 212 | $19.7K | 0.01% | −93−30.5% | Reduced |
| Measured Wealth Private Client Group, LLC | 216 | $20.0K | 0.01% | 00.0% | Unchanged |
| Adams Natural Resources Fund, Inc. | 225 | $20.9K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 240 | $22.2K | 0.00% | +119+98.3% | Added |
| CoreCap Advisors, LLC | 247 | $22.9K | 0.00% | −49−16.6% | Reduced |
| Toth Financial Advisory Corp | 248 | $23.0K | 0.00% | +248 | New |
| Los Angeles Capital Management LLC | 256 | $23.1K | 0.00% | +256 | New |
| CIBC Private Wealth Group, LLC | 254 | $23.5K | 0.00% | +254 | New |
| Bogart Wealth, LLC | 300 | $27.8K | 0.00% | +100+50.0% | Added |
| Ancora Advisors, LLC | 337 | $31.2K | 0.00% | +312+1,248.0% | Added |
| TD Waterhouse Canada Inc. | 354 | $32.8K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 355 | $32.9K | 0.00% | −50−12.3% | Reduced |
| Ronald Blue Trust, Inc. | 379 | $35.1K | 0.00% | −180−32.2% | Reduced |
| Allworth Financial LP | 386 | $35.8K | 0.00% | −520−57.4% | Reduced |
