| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1 | $62 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2 | $123 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 3 | $184 | 0.00% | +3 | New |
| Principia Wealth Advisory, LLC | 3 | $184 | 0.00% | +3 | New |
| Prestige Wealth Management Group LLC | 3 | $185 | 0.00% | +3 | New |
| Valued Wealth Advisors LLC | 3 | $193 | 0.00% | −4−57.1% | Reduced |
| AdvisorNet Financial, Inc | 4 | $246 | 0.00% | +4 | New |
| American Capital Advisory, LLC | 4 | $246 | 0.00% | +4 | New |
| Abound Wealth Management | 4 | $255 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 6 | $369 | 0.00% | +6 | New |
| Brown, Lisle/Cummings, Inc. | 8 | $491 | 0.00% | +8 | New |
| HFM Investment Advisors, LLC | 9 | $553 | 0.00% | −3−25.0% | Reduced |
| National Bank of Canada | 10 | $598 | 0.00% | −497−98.0% | Reduced |
| Frazier Financial Advisors, LLC | 10 | $615 | 0.00% | +10 | New |
| South State Corp. | 12 | $738 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 16 | $983 | 0.00% | +4+33.3% | Added |
| Wealth Enhancement Trust Services, Inc. | 17 | $1.04K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 18 | $1.10K | 0.00% | +4+28.6% | Added |
| Glen Eagle Advisors, LLC | 18 | $1.13K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 19 | $1.17K | 0.00% | +7+58.3% | Added |
| Cornerstone Financial Management LLC | 20 | $1.23K | 0.00% | +8+66.7% | Added |
| Picton Mahoney Asset Management | 23 | $1.41K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 26 | $1.60K | 0.00% | −2−7.1% | Reduced |
| Dunhill Financial, LLC | 26 | $1.66K | 0.00% | +24+1,200.0% | Added |
| SBI Securities Co., Ltd. | 27 | $1.66K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 28 | $1.72K | 0.00% | −1−3.4% | Reduced |
| UMA Financial Services, Inc. | 28 | $1.72K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 48 | $2.00K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 33 | $2.03K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 33 | $2.03K | 0.00% | +15+83.3% | Added |
| Pinnacle Bancorp, Inc. | 36 | $2.21K | 0.00% | −26−41.9% | Reduced |
| Advocate Investing Services LLC | 36 | $2.21K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 39 | $2.39K | 0.00% | +7+21.9% | Added |
| WPG Advisers, LLC | 40 | $2.46K | 0.00% | −56−58.3% | Reduced |
| Signature Equity Partners, LLC | 40 | $2.46K | 0.00% | +13+48.1% | Added |
| Zions Bancorporation, National Association | 44 | $2.70K | 0.00% | +32+266.7% | Added |
| Torren Management, LLC | 45 | $2.76K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 45 | $2.77K | 0.00% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 48 | $2.95K | 0.00% | +48 | New |
| Red Tortoise LLC | 50 | $3.07K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 52 | $3.19K | 0.00% | −8−13.3% | Reduced |
| SHP Wealth Management | 56 | $3.44K | 0.00% | +56 | New |
| Smartleaf Asset Management LLC | 58 | $3.48K | 0.00% | −6−9.4% | Reduced |
| Bryn Mawr Trust Co | 57 | $3.50K | 0.00% | −3−5.0% | Reduced |
| Intentional Wealth Strategies, LLC | 58 | $3.56K | 0.00% | +58 | New |
| Sachetta, LLC | 64 | $3.93K | 0.00% | +64 | New |
| SRS Capital Advisors, Inc. | 72 | $4.42K | 0.00% | −2,129−96.7% | Reduced |
| Rakuten Securities, Inc. | 80 | $4.91K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 84 | $5.13K | 0.00% | +84 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 85 | $5.22K | 0.00% | −194−69.5% | Reduced |
| Larson Financial Group LLC | 86 | $5.31K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 87 | $5.34K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 96 | $5.90K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 100 | $6.14K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 100 | $6.14K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 101 | $6.20K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 105 | $6.45K | 0.00% | +105 | New |
| Acumen Wealth Advisors, LLC | 109 | $6.70K | 0.00% | +109 | New |
| Twin Peaks Wealth Advisors, LLC | 113 | $6.94K | 0.00% | +113 | New |
| Private Trust Co NA | 115 | $7.06K | 0.00% | −21−15.4% | Reduced |
| CVA Family Office, LLC | 124 | $7.62K | 0.00% | +124 | New |
| Keating Financial Advisory Services, Inc. | 127 | $7.80K | 0.00% | −7−5.2% | Reduced |
| Quent Capital, LLC | 130 | $7.99K | 0.00% | +5+4.0% | Added |
| Fortitude Family Office, LLC | 133 | $8.17K | 0.00% | +20+17.7% | Added |
| Fortis Group Advisors, LLC | 134 | $8.23K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 142 | $8.72K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 160 | $9.83K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 171 | $10.5K | 0.00% | +171 | New |
| Private Wealth Asset Management, LLC | 172 | $10.6K | 0.00% | +172 | New |
| Kilter Group LLC | 180 | $11.1K | 0.00% | +167+1,284.6% | Added |
| C M Bidwell & Associates Ltd | 181 | $11.1K | 0.01% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 178 | $11.2K | 0.01% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 198 | $12.2K | 0.01% | 00.0% | Unchanged |
| Trust Co | 200 | $12.3K | 0.00% | +200 | New |
| JFS Wealth Advisors, LLC | 209 | $12.8K | 0.00% | +1+0.5% | Added |
| Measured Wealth Private Client Group, LLC | 236 | $14.5K | 0.00% | +236 | New |
| Covestor Ltd | 248 | $15.0K | 0.01% | −80−24.4% | Reduced |
| Massmutual Trust Co FSB | 251 | $15.4K | 0.00% | +7+2.9% | Added |
| MAI Capital Management | 252 | $15.5K | 0.00% | +205+436.2% | Added |
| Transamerica Financial Advisors, Inc. | 263 | $16.2K | 0.00% | +32+13.9% | Added |
| Basecamp Wealth Advisors LLC | 281 | $17.3K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 283 | $17.4K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 283 | $17.4K | 0.00% | +109+62.6% | Added |
| Spire Wealth Management | 300 | $18.4K | 0.00% | −153−33.8% | Reduced |
| Eurizon Capital SGR S.p.A. | 327 | $19.7K | 0.00% | +327 | New |
| Bollard Group LLC | 329 | $20.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 331 | $20.3K | 0.00% | +331 | New |
| Optiver Holding B.V. | 339 | $20.8K | 0.00% | −338−49.9% | Reduced |
| CX Institutional | 342 | $21.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 355 | $21.8K | 0.00% | +355 | New |
| Huntington National Bank | 366 | $22.5K | 0.00% | +365+36,500.0% | Added |
| Byrne Asset Management LLC | 370 | $22.7K | 0.01% | +370 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 371 | $22.8K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 400 | $24.6K | 0.01% | +13+3.4% | Added |
| ORG Wealth Partners, LLC | 401 | $24.6K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 415 | $25.5K | 0.00% | −41−9.0% | Reduced |
| Smithfield Trust Co | 431 | $26.0K | 0.00% | +296+219.3% | Added |
| Root Financial Partners, LLC | 434 | $26.7K | 0.00% | −77−15.1% | Reduced |
| Rossby Financial, LCC | 424 | $26.7K | 0.01% | +385+987.2% | Added |