| Retirement Group, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 28,255 | $0 | 0.00% | +28,255 | New |
| SkyView Investment Advisors, LLC | 1 | $0 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | – | $202 | 0.00% | – | – |
| True Wealth Design, LLC | 1 | $202 | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 1 | $202 | 0.00% | +1 | New |
| Sofos Investments, Inc. | 202 | $270 | 0.01% | −16−7.3% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 2 | $404 | 0.00% | +2 | New |
| North Star Investment Management Corp. | 3 | $605 | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 3 | $605 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 3 | $605 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 3 | $606 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 6 | $649 | 0.00% | −351−98.3% | Reduced |
| Valley National Advisers Inc | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 5 | $1.01K | 0.00% | +5 | New |
| Central Bank & Trust Co | 6 | $1.21K | 0.00% | +6 | New |
| BerganKDV Wealth Management, LLC | 6 | $1.21K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 6 | $1.21K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $1.21K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 7 | $1.41K | 0.00% | −4−36.4% | Reduced |
| TCI Wealth Advisors, Inc. | 7 | $1.41K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 7 | $1.41K | 0.00% | +7 | New |
| Plante Moran Financial Advisors, LLC | 8 | $1.61K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 8 | $1.61K | 0.00% | +1+14.3% | Added |
| Nalls Sherbakoff Group, LLC | 9 | $1.78K | 0.00% | +9 | New |
| Red Tortoise LLC | 9 | $1.82K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 10 | $2.02K | 0.00% | −179−94.7% | Reduced |
| Sutton Wealth Advisors Inc. | 10 | $2.02K | 0.00% | +4+66.7% | Added |
| Abound Wealth Management | 10 | $2.02K | 0.00% | +10 | New |
| Ameritas Advisory Services, LLC | 10 | $2.02K | 0.00% | +10 | New |
| Larson Financial Group LLC | 11 | $2.22K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 12 | $2.42K | 0.00% | −19−61.3% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 12 | $2.42K | 0.00% | +4+50.0% | Added |
| Assetmark, Inc | 13 | $2.62K | 0.00% | −3−18.8% | Reduced |
| National Pension Service | 14 | $2.77K | 0.00% | −4,341−99.7% | Reduced |
| PFS Partners, LLC | 14 | $2.83K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 16 | $3.00K | 0.00% | +16 | New |
| Sunbelt Securities, Inc. | 16 | $3.17K | 0.00% | +16 | New |
| Davidson Capital Management Inc. | 16 | $3.23K | 0.00% | +3+23.1% | Added |
| Ranger Investment Management, L.P. | 17 | $3.43K | 0.00% | −3−15.0% | Reduced |
| Northwest Investment Counselors, LLC | 17 | $3.43K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 18 | $3.63K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 19 | $3.83K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 19 | $3.83K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 20 | $4.04K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 21 | $4.24K | 0.00% | −23−52.3% | Reduced |
| Ahrens Investment Partners LLC | 21 | $4.24K | 0.00% | +21 | New |
| Thomas J. Herzfeld Advisors, Inc. | 23 | $4.64K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 24 | $4.84K | 0.00% | −206−89.6% | Reduced |
| Colonial Trust Co | 25 | $4.95K | 0.00% | −26−51.0% | Reduced |
| Global Retirement Partners, LLC | 26 | $4.98K | 0.00% | −72−73.5% | Reduced |
| Colonial Trust Advisors | 25 | $5.05K | 0.00% | −25−50.0% | Reduced |
| Jones Financial Companies LLLP | 25 | $5.05K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 28 | $5.65K | 0.00% | −2−6.7% | Reduced |
| McIlrath & Eck, LLC | 28 | $5.65K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 31 | $6.26K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 32 | $6.46K | 0.00% | +18+128.6% | Added |
| Sageworth Trust Co | 32 | $6.46K | 0.00% | +25+357.1% | Added |
| Allworth Financial LP | 36 | $7.27K | 0.00% | −132−78.6% | Reduced |
| Carolinas Wealth Consulting LLC | 36 | $7.27K | 0.00% | −10−21.7% | Reduced |
| Cape Investment Advisory, Inc. | 37 | $7.47K | 0.00% | +37 | New |
| Private Trust Co NA | 45 | $9.08K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 48 | $9.69K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 49 | $9.89K | 0.00% | −2−3.9% | Reduced |
| Ruedi Wealth Management, Inc. | 53 | $10.7K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 53 | $10.7K | 0.00% | +16+43.2% | Added |
| Piscataqua Savings Bank | 55 | $11.1K | 0.01% | +55 | New |
| Harbour Investments, Inc. | 56 | $11.3K | 0.00% | −9−13.8% | Reduced |
| Covestor Ltd | 61 | $12.0K | 0.01% | −27−30.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 66 | $13.0K | 0.00% | −1−1.5% | Reduced |
| Lindbrook Capital, LLC | 67 | $13.5K | 0.00% | −13−16.3% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 71 | $14.3K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 73 | $15.0K | 0.00% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 89 | $18.0K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 90 | $18.0K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 88 | $18.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 91 | $18.4K | 0.00% | +88+2,933.3% | Added |
| Washington Trust Advisors, Inc. | 93 | $18.8K | 0.00% | −37−28.5% | Reduced |
| SRS Capital Advisors, Inc. | 97 | $19.6K | 0.00% | −15−13.4% | Reduced |
| CVA Family Office, LLC | 98 | $19.8K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 100 | $20.0K | 0.00% | −6,700−98.5% | Reduced |
| Clear Street Markets LLC | 99 | $20.0K | 0.01% | −1,336−93.1% | Reduced |
| Harbor Investment Advisory, LLC | 100 | $20.2K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 106 | $21.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 105 | $21.2K | 0.00% | +18+20.7% | Added |
| Venturi Wealth Management, LLC | 122 | $24.6K | 0.00% | +122 | New |
| Pinnacle Financial Partners Inc | 130 | $26.2K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 130 | $26.2K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 133 | $26.8K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 135 | $27.2K | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 140 | $28.3K | 0.00% | −37,591−99.6% | Reduced |
| Salem Investment Counselors Inc | 145 | $29.3K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 147 | $29.7K | 0.00% | +1+0.7% | Added |
| Desjardins Global Asset Management Inc. | 151 | $30.0K | 0.00% | +151 | New |
| Concord Wealth Partners | 149 | $30.1K | 0.01% | −1−0.7% | Reduced |
| Institutional & Family Asset Management, LLC | 159 | $32.1K | 0.01% | −1−0.6% | Reduced |
| Parallel Advisors, LLC | 167 | $33.7K | 0.00% | −19−10.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 173 | $34.9K | 0.00% | −325−65.3% | Reduced |
| Paradigm Asset Management Co LLC | 176 | $35.5K | 0.01% | 00.0% | Unchanged |
