| Wood Tarver Financial Group, LLC | 4 | $0 | 0.00% | +4 | New |
| REAP Financial Group, LLC | 1 | $55 | 0.00% | +1 | New |
| Quest Partners LLC | 1 | $110 | 0.00% | −6,252−100.0% | Reduced |
| Parkworth Wealth Management, Inc. | 1 | $110 | 0.00% | +1 | New |
| Ancora Advisors, LLC | 2 | $219 | 0.00% | +2 | New |
| Rakuten Securities, Inc. | 2 | $219 | 0.00% | +2 | New |
| Global Financial Private Client, LLC | 2 | $219 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 3 | $329 | 0.00% | −3−50.0% | Reduced |
| MV Capital Management, Inc. | 3 | $329 | 0.00% | −1−25.0% | Reduced |
| Gould Capital, LLC | 3 | $329 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 3 | $329 | 0.00% | +1+50.0% | Added |
| Logan Capital Management Inc | 3 | $329 | 0.00% | +3 | New |
| Kohmann Bosshard Financial Services, LLC | 3 | $329 | 0.00% | +3 | New |
| American National Bank | 4 | $438 | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 4 | $438 | 0.00% | +4 | New |
| Riverview Trust Co | 5 | $548 | 0.00% | +5 | New |
| Modus Advisors, LLC | 6 | $657 | 0.00% | +6 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $658 | 0.00% | −2−25.0% | Reduced |
| Beaird Harris Wealth Management, LLC | 6 | $658 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 6 | $658 | 0.00% | +3+100.0% | Added |
| Continuum Advisory, LLC | 7 | $767 | 0.00% | −69−90.8% | Reduced |
| JFS Wealth Advisors, LLC | 7 | $767 | 0.00% | −16−69.6% | Reduced |
| Hexagon Capital Partners LLC | 7 | $767 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 17 | $1.00K | 0.00% | +1+6.3% | Added |
| TFC Financial Management | 10 | $1.10K | 0.00% | −1−9.1% | Reduced |
| FSA Wealth Management LLC | 14 | $1.53K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 14 | $1.53K | 0.00% | +14 | New |
| Bellwether Advisors, LLC | 15 | $1.64K | 0.00% | +15 | New |
| Sunbelt Securities, Inc. | 16 | $1.74K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 17 | $1.86K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 18 | $1.97K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 21 | $2.30K | 0.00% | +21 | New |
| Fourth Dimension Wealth, LLC | 22 | $2.41K | 0.00% | +22 | New |
| Farmers & Merchants Investments Inc | 24 | $2.63K | 0.00% | −1−4.0% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 27 | $2.96K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 30 | $3.29K | 0.00% | −2−6.3% | Reduced |
| Synergy Investment Management, LLC | 30 | $3.29K | 0.00% | +30 | New |
| Bell Investment Advisors, Inc | 31 | $3.40K | 0.00% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 33 | $3.62K | 0.00% | +33 | New |
| Bokf, NA | 34 | $3.74K | 0.00% | +6+21.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 35 | $3.88K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 39 | $4.27K | 0.00% | −465−92.3% | Reduced |
| Sound Income Strategies, LLC | 40 | $4.38K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 40 | $4.38K | 0.00% | +25+166.7% | Added |
| Financial Perspectives, Inc | 43 | $4.71K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 48 | $5.26K | 0.00% | +37+336.4% | Added |
| GHP Investment Advisors, Inc. | 48 | $5.26K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 50 | $5.48K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 55 | $6.02K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 55 | $6.02K | 0.00% | +52+1,733.3% | Added |
| Caitlin John, LLC | 56 | $6.13K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 56 | $6.13K | 0.00% | +56 | New |
| Capital Advisors, Ltd. LLC | 66 | $7.00K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 65 | $7.12K | 0.00% | −15−18.8% | Reduced |
| Versant Capital Management, Inc | 73 | $8.00K | 0.00% | +73 | New |
| GW&K Investment Management, LLC | 75 | $8.00K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 74 | $8.11K | 0.00% | 00.0% | Unchanged |
| Wingate Wealth Advisors, Inc. | 75 | $8.21K | 0.01% | +75 | New |
| National Bank of Canada | 79 | $8.65K | 0.00% | −2,391−96.8% | Reduced |
| SRS Capital Advisors, Inc. | 87 | $9.53K | 0.00% | −45−34.1% | Reduced |
| Golden State Wealth Management, LLC | 89 | $9.75K | 0.00% | +89 | New |
| AdvisorNet Financial, Inc | 90 | $9.86K | 0.00% | −8−8.2% | Reduced |
| Davidson Capital Management Inc. | 91 | $9.97K | 0.00% | +24+35.8% | Added |
| Amica Retiree Medical Trust | 93 | $10.0K | 0.01% | +93 | New |
| Eagle Bay Advisors LLC | 98 | $10.7K | 0.01% | +31+46.3% | Added |
| IAG Wealth Partners, LLC | 100 | $11.0K | 0.00% | −5,400−98.2% | Reduced |
| Key Financial Inc | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 100 | $11.0K | 0.01% | 00.0% | Unchanged |
| BNP Paribas | 100 | $11.0K | 0.00% | +100 | New |
| Massmutual Trust Co FSB | 104 | $11.4K | 0.00% | −12−10.3% | Reduced |
| Prestige Wealth Management Group LLC | 124 | $13.6K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 125 | $13.7K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 140 | $15.3K | 0.01% | +140 | New |
| Harbour Investments, Inc. | 142 | $15.6K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 144 | $16.0K | 0.00% | +83+136.1% | Added |
| Pilgrim Partners Asia Pte Ltd | 150 | $16.4K | 0.01% | +150 | New |
| Smartleaf Asset Management LLC | 153 | $16.6K | 0.00% | +52+51.5% | Added |
| Allworth Financial LP | 175 | $18.0K | 0.00% | +1+0.6% | Added |
| Rise Advisors, LLC | 173 | $18.9K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 179 | $19.6K | 0.00% | −16−8.2% | Reduced |
| SBI Securities Co., Ltd. | 189 | $20.7K | 0.00% | +189 | New |
| Nomura Asset Management Co Ltd | 200 | $21.9K | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 200 | $21.9K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 202 | $22.0K | 0.00% | +2+1.0% | Added |
| Mendota Financial Group, LLC | 214 | $23.4K | 0.02% | −185−46.4% | Reduced |
| Parkside Financial Bank & Trust | 232 | $25.4K | 0.00% | +76+48.7% | Added |
| Smithfield Trust Co | 235 | $26.0K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 258 | $28.0K | 0.00% | +74+40.2% | Added |
| Ci Investments Inc. | 277 | $30.0K | 0.00% | +4+1.5% | Added |
| MRP Capital Investments, LLC | 275 | $30.1K | 0.03% | −225−45.0% | Reduced |
| LGT Financial Advisors LLC | 282 | $30.9K | 0.07% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 287 | $31.4K | 0.00% | +68+31.1% | Added |
| Medallion Wealth Advisors, LLC | 300 | $32.9K | 0.02% | +300 | New |
| CIBC Private Wealth Group, LLC | 301 | $33.0K | 0.00% | −38−11.2% | Reduced |
| V-Square Quantitative Management LLC | 313 | $34.3K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 324 | $35.5K | 0.00% | +23+7.6% | Added |
| Proequities, Inc. | 375 | $38.5K | 0.00% | −765−67.1% | Reduced |
| Evergreen Private Wealth LLC | 400 | $43.8K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 409 | $44.8K | 0.00% | +11+2.8% | Added |
