| Massmutual Trust Co FSB | 1 | $104 | 0.00% | −8−88.9% | Reduced |
| Godfrey Financial Associates, Inc. | 1 | $104 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 1 | $104 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 1 | $104 | 0.00% | +1 | New |
| Abound Wealth Management | 2 | $209 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $313 | 0.00% | +1+50.0% | Added |
| Bay Harbor Wealth Management, LLC | 3 | $313 | 0.00% | +1+50.0% | Added |
| Gilpin Wealth Management, LLC | 3 | $314 | 0.00% | +1+50.0% | Added |
| Retirement Wealth Solutions LLC | 4 | $418 | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 5 | $522 | 0.00% | +2+66.7% | Added |
| DiNuzzo Private Wealth, Inc. | 6 | $627 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 6 | $627 | 0.00% | +6 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 7 | $731 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 7 | $731 | 0.00% | +5+250.0% | Added |
| Park Place Capital Corp | 8 | $835 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 9 | $940 | 0.00% | +9 | New |
| WPG Advisers, LLC | 10 | $1.04K | 0.00% | −5−33.3% | Reduced |
| Picton Mahoney Asset Management | 10 | $1.04K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 10 | $1.04K | 0.00% | +2+25.0% | Added |
| CVA Family Office, LLC | 10 | $1.04K | 0.00% | +10 | New |
| Marquette Asset Management, LLC | 11 | $1.15K | 0.00% | +11 | New |
| Provenance Wealth Advisors, LLC | 12 | $1.25K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 14 | $1.46K | 0.00% | −128−90.1% | Reduced |
| Fortitude Family Office, LLC | 14 | $1.46K | 0.00% | +3+27.3% | Added |
| WealthCollab, LLC | 16 | $1.67K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 16 | $1.67K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 20 | $2.09K | 0.00% | +20 | New |
| Signature Equity Partners, LLC | 21 | $2.19K | 0.00% | −26−55.3% | Reduced |
| Spire Wealth Management | 21 | $2.19K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 25 | $2.61K | 0.00% | −4−13.8% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 27 | $2.82K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 28 | $2.92K | 0.00% | −21−42.9% | Reduced |
| Keating Financial Advisory Services, Inc. | 32 | $3.34K | 0.00% | −4−11.1% | Reduced |
| Intentional Wealth Strategies, LLC | 33 | $3.44K | 0.00% | +33 | New |
| Larson Financial Group LLC | 35 | $3.65K | 0.00% | +35 | New |
| Twin Peaks Wealth Advisors, LLC | 45 | $4.70K | 0.00% | +45 | New |
| Private Wealth Management Group, LLC | 47 | $4.91K | 0.00% | −4−7.8% | Reduced |
| Signaturefd, LLC | 58 | $6.05K | 0.00% | +9+18.4% | Added |
| Cedar Mountain Advisors, LLC | 58 | $6.05K | 0.00% | +58 | New |
| Basecamp Wealth Advisors LLC | 64 | $6.68K | 0.00% | −78−54.9% | Reduced |
| Simplex Trading, LLC | 67 | $6.99K | 0.00% | +67 | New |
| Smithfield Trust Co | 65 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 68 | $7.10K | 0.00% | +68 | New |
| Whittier Trust Co of Nevada Inc | 73 | $7.34K | 0.00% | +51+231.8% | Added |
| Bare Financial Services, Inc | 71 | $7.41K | 0.00% | +11+18.3% | Added |
| Root Financial Partners, LLC | 75 | $7.83K | 0.00% | −39−34.2% | Reduced |
| Smartleaf Asset Management LLC | 103 | $10.6K | 0.00% | −322−75.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 113 | $11.8K | 0.00% | −522−82.2% | Reduced |
| MAI Capital Management | 114 | $11.9K | 0.00% | −59−34.1% | Reduced |
| Whittier Trust Co | 148 | $14.9K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 145 | $15.3K | 0.00% | +140+2,800.0% | Added |
| Advisory Services Network, LLC | 153 | $16.0K | 0.00% | +153 | New |
| Private Trust Co NA | 154 | $16.1K | 0.00% | −25−14.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 154 | $16.1K | 0.00% | +119+340.0% | Added |
| Parkside Financial Bank & Trust | 155 | $16.2K | 0.00% | +70+82.4% | Added |
| Measured Wealth Private Client Group, LLC | 202 | $21.1K | 0.01% | −2,254−91.8% | Reduced |
| Allworth Financial LP | 205 | $21.4K | 0.00% | +81+65.3% | Added |
| Kemnay Advisory Services Inc. | 212 | $22.1K | 0.00% | −272−56.2% | Reduced |
| EverSource Wealth Advisors, LLC | 217 | $22.6K | 0.00% | −15−6.5% | Reduced |
| Advisors Asset Management, Inc. | 219 | $22.9K | 0.00% | −312−58.8% | Reduced |
| Umb Bank N A | 223 | $23.3K | 0.00% | −34−13.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 244 | $25.5K | 0.00% | −18−6.9% | Reduced |
| Nomura Asset Management Co Ltd | 250 | $26.1K | 0.00% | +250 | New |
| Westside Investment Management, Inc. | 259 | $27.0K | 0.00% | +259 | New |
| CoreCap Advisors, LLC | 261 | $27.2K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 310 | $32.4K | 0.00% | +209+206.9% | Added |
| Quent Capital, LLC | 320 | $33.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 359 | $37.5K | 0.00% | −17−4.5% | Reduced |
| Salomon & Ludwin, LLC | 386 | $38.9K | 0.00% | +235+155.6% | Added |
| Wellington-Altus USA Inc. | 313 | $42.7K | 0.03% | +33+11.8% | Added |
| Sankala Group LLC | 407 | $43.0K | 0.04% | +8+2.0% | Added |
| Newbridge Financial Services Group, Inc. | 418 | $43.6K | 0.01% | −10−2.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 432 | $45.1K | 0.00% | +88+25.6% | Added |
| Parallel Advisors, LLC | 434 | $45.3K | 0.00% | −5−1.1% | Reduced |
| Mather Group, LLC. | 435 | $45.4K | 0.00% | +435 | New |
| Ronald Blue Trust, Inc. | 469 | $48.9K | 0.00% | −633−57.4% | Reduced |
| Covestor Ltd | 525 | $55.0K | 0.04% | −225−30.0% | Reduced |
| GAMMA Investing LLC | 578 | $60.3K | 0.00% | −249−30.1% | Reduced |
| Advisor Group Holdings, Inc. | 638 | $66.6K | 0.00% | +144+29.1% | Added |
| Caitong International Asset Management Co., Ltd | 679 | $70.9K | 0.01% | +152+28.8% | Added |
| Farther Finance Advisors, LLC | 690 | $72.6K | 0.00% | −117−14.5% | Reduced |
| TD Private Client Wealth LLC | 702 | $73.3K | 0.00% | −755−51.8% | Reduced |
| Rothschild Investment LLC | 731 | $76.3K | 0.00% | −16−2.1% | Reduced |
| Hantz Financial Services, Inc. | 742 | $77.0K | 0.00% | +632+574.5% | Added |
| Capco Asset Management, LLC | 772 | $80.6K | 0.02% | +772 | New |
| KBC Group NV | 894 | $93.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,009 | $105.3K | 0.00% | +28+2.9% | Added |
| Quadrant Capital Group LLC | 1,061 | $110.7K | 0.00% | −79−6.9% | Reduced |
| IFP Advisors, Inc | 1,133 | $118.2K | 0.00% | −1−0.1% | Reduced |
| Rockefeller Capital Management L.P. | 1,834 | $191.4K | 0.00% | +521+39.7% | Added |
| Ensign Peak Advisors, Inc | 1,922 | $200.6K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 1,935 | $201.9K | 0.00% | −8−0.4% | Reduced |
| Angeles Wealth Management, LLC | 1,967 | $205.3K | 0.01% | +1,967 | New |
| Toronto Dominion Bank | 1,984 | $207.0K | 0.00% | +1,380+228.5% | Added |
| Radnor Capital Management, LLC | 2,000 | $208.7K | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,115 | $220.7K | 0.01% | −1,272−37.6% | Reduced |
| Liontrust Investment Partners LLP | 2,123 | $221.6K | 0.00% | +150+7.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 2,197 | $221.7K | 0.00% | −318−12.6% | Reduced |
| Everence Capital Management Inc | 2,127 | $222.0K | 0.01% | −843−28.4% | Reduced |
| Glenmede Trust Co NA | 2,200 | $229.6K | 0.00% | −193−8.1% | Reduced |
