| GPS Wealth Strategies Group, LLC | 1 | $125 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 2 | $251 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2 | $251 | 0.00% | +1+100.0% | Added |
| DecisionPoint Financial, LLC | 2 | $252 | 0.00% | −3−60.0% | Reduced |
| MV Capital Management, Inc. | 3 | $376 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 3 | $376 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $376 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 3 | $376 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $376 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 3 | $376 | 0.00% | +1+50.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 4 | $501 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 4 | $501 | 0.00% | +1+33.3% | Added |
| UMA Financial Services, Inc. | 4 | $502 | 0.00% | +4 | New |
| Financial Management Professionals, Inc. | 5 | $626 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 5 | $626 | 0.00% | +5 | New |
| Sachetta, LLC | 6 | $752 | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 6 | $783 | 0.00% | +6 | New |
| DiNuzzo Private Wealth, Inc. | 7 | $800 | 0.00% | −3−30.0% | Reduced |
| CX Institutional | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 9 | $1.00K | 0.00% | +4+80.0% | Added |
| Navigoe, LLC | 8 | $1.00K | 0.00% | +8 | New |
| Cloud Capital Management, LLC | 9 | $1.00K | 0.00% | +9 | New |
| Byrne Asset Management LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 8 | $1.00K | 0.00% | +8 | New |
| Rakuten Securities, Inc. | 9 | $1.13K | 0.00% | +9 | New |
| Cromwell Holdings LLC | 10 | $1.25K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 10 | $1.25K | 0.00% | +1+11.1% | Added |
| CVA Family Office, LLC | 11 | $1.38K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 11 | $1.38K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 12 | $1.50K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 13 | $1.60K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 15 | $1.88K | 0.00% | +2+15.4% | Added |
| S&T Bank | 19 | $2.38K | 0.00% | +19 | New |
| ORG Partners LLC | 20 | $2.50K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 20 | $2.51K | 0.00% | +20 | New |
| Transamerica Financial Advisors, Inc. | 21 | $2.63K | 0.00% | +21 | New |
| Addison Advisors LLC | 23 | $2.88K | 0.00% | +4+21.1% | Added |
| Assetmark, Inc | 24 | $3.01K | 0.00% | −8−25.0% | Reduced |
| JFS Wealth Advisors, LLC | 25 | $3.13K | 0.00% | −3−10.7% | Reduced |
| Binnacle Investments Inc | 26 | $3.26K | 0.00% | +17+188.9% | Added |
| PFS Partners, LLC | 33 | $4.13K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 33 | $4.13K | 0.00% | +33 | New |
| Salomon & Ludwin, LLC | 33 | $4.20K | 0.00% | +33 | New |
| ZRC Wealth Management, LLC | 37 | $4.64K | 0.00% | +37 | New |
| SBI Securities Co., Ltd. | 42 | $5.26K | 0.00% | +10+31.3% | Added |
| Private Wealth Management Group, LLC | 48 | $6.01K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 48 | $6.01K | 0.00% | +6+14.3% | Added |
| Smallwood Wealth Investment Management, LLC | 50 | $6.26K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 51 | $6.39K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 51 | $6.39K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 57 | $7.14K | 0.00% | −5−8.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 59 | $7.39K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 64 | $8.04K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 66 | $8.27K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 70 | $8.77K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 83 | $10.4K | 0.00% | +1+1.2% | Added |
| Smithfield Trust Co | 85 | $11.0K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 88 | $11.0K | 0.00% | −2−2.2% | Reduced |
| Geneos Wealth Management Inc. | 100 | $12.5K | 0.00% | −379−79.1% | Reduced |
| Adirondack Trust Co | 100 | $12.5K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 107 | $13.4K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 111 | $13.9K | 0.00% | +111 | New |
| Ameriflex Group, Inc. | 114 | $14.3K | 0.01% | +114 | New |
| Sittner & Nelson, LLC | 120 | $15.0K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 122 | $15.3K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 123 | $15.4K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 129 | $16.2K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 133 | $16.7K | 0.00% | +133 | New |
| NBC Securities, Inc. | 148 | $18.5K | 0.00% | +134+957.1% | Added |
| Darwin Advisors, LLC | 151 | $18.9K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 158 | $19.8K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 171 | $21.4K | 0.00% | +171 | New |
| Bartlett & Co. Wealth Management LLC | 200 | $25.1K | 0.00% | −232−53.7% | Reduced |
| Clearstead Advisors, LLC | 221 | $27.7K | 0.00% | +13+6.3% | Added |
| IFP Advisors, Inc | 240 | $30.1K | 0.00% | +12+5.3% | Added |
| Massmutual Trust Co FSB | 245 | $30.7K | 0.00% | +11+4.7% | Added |
| Global Retirement Partners, LLC | 268 | $33.6K | 0.00% | +26+10.7% | Added |
| Larson Financial Group LLC | 274 | $34.3K | 0.00% | −372−57.6% | Reduced |
| Westside Investment Management, Inc. | 279 | $35.0K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 280 | $35.1K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 292 | $36.6K | 0.00% | +77+35.8% | Added |
| RMG Wealth Management LLC | 287 | $37.0K | 0.01% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 300 | $37.6K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 300 | $37.6K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 301 | $37.7K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 303 | $38.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 323 | $40.0K | 0.00% | +49+17.9% | Added |
| Harbour Investments, Inc. | 341 | $42.7K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 357 | $44.7K | 0.00% | −111−23.7% | Reduced |
| Abich Financial Wealth Management LLC | 368 | $46.1K | 0.02% | +368 | New |
| Rothschild Investment LLC | 385 | $48.2K | 0.00% | +385 | New |
| SJS Investment Consulting Inc. | 401 | $50.2K | 0.01% | +385+2,406.3% | Added |
| Daiwa Securities Group Inc. | 460 | $58.0K | 0.00% | +460 | New |
| Principal Securities, Inc. | 483 | $60.5K | 0.00% | +85+21.4% | Added |
| N.E.W. Advisory Services LLC | 500 | $62.6K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 548 | $68.7K | 0.02% | +361+193.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 554 | $69.0K | 0.00% | −7−1.2% | Reduced |