| Lazard Asset Management LLC | 7 | $0 | 0.00% | −6−46.2% | Reduced |
| Rakuten Securities, Inc. | 1 | $99 | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 1 | $99 | 0.00% | +1 | New |
| NBC Securities, Inc. | 1 | $139 | 0.01% | −1,438−99.9% | Reduced |
| Rothschild Investment LLC | 2 | $198 | 0.00% | −1−33.3% | Reduced |
| Winnow Wealth LLC | 3 | $214 | 0.00% | +3 | New |
| Global Financial Private Client, LLC | 3 | $297 | 0.00% | +3 | New |
| Parkworth Wealth Management, Inc. | 3 | $297 | 0.00% | +3 | New |
| Pacer Advisors, Inc. | 4 | $396 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 4 | $396 | 0.00% | +4 | New |
| Abound Wealth Management | 4 | $432 | 0.00% | +1+33.3% | Added |
| Newbridge Financial Services Group, Inc. | 6 | $595 | 0.00% | +6 | New |
| Pineridge Advisors LLC | 7 | $693 | 0.00% | +7 | New |
| Riverview Trust Co | 8 | $792 | 0.00% | +1+14.3% | Added |
| Golden State Wealth Management, LLC | 8 | $792 | 0.00% | +8 | New |
| True Wealth Design, LLC | 8 | $793 | 0.00% | −61−88.4% | Reduced |
| Private Wealth Management Group, LLC | 8 | $793 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 10 | $1.02K | 0.00% | +10 | New |
| Financial Network Wealth Advisors LLC | 12 | $1.19K | 0.00% | −173−93.5% | Reduced |
| Bogart Wealth, LLC | 12 | $1.19K | 0.00% | +12 | New |
| Truvestments Capital LLC | 14 | $1.39K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 15 | $1.49K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 15 | $1.49K | 0.00% | −32−68.1% | Reduced |
| DiNuzzo Private Wealth, Inc. | 15 | $1.49K | 0.00% | −3−16.7% | Reduced |
| Carolinas Wealth Consulting LLC | 15 | $1.49K | 0.00% | −2−11.8% | Reduced |
| Provenance Wealth Advisors, LLC | 15 | $1.49K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 15 | $1.49K | 0.00% | +15 | New |
| Financially Speaking Inc | 15 | $1.49K | 0.00% | +15 | New |
| WealthTrak Capital Management LLC | 15 | $1.49K | 0.00% | +15 | New |
| Riggs Asset Managment Co. Inc. | 15 | $1.49K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 16 | $1.58K | 0.00% | +16 | New |
| SJS Investment Consulting Inc. | 18 | $1.78K | 0.00% | −3−14.3% | Reduced |
| Salem Investment Counselors Inc | 18 | $1.78K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 24 | $2.37K | 0.00% | +22+1,100.0% | Added |
| Laurel Wealth Advisors LLC | 25 | $2.48K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 25 | $2.48K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 27 | $2.67K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 29 | $2.87K | 0.00% | +29 | New |
| MV Capital Management, Inc. | 30 | $2.97K | 0.00% | +13+76.5% | Added |
| Fourth Dimension Wealth, LLC | 30 | $2.97K | 0.00% | +30 | New |
| Hemington Wealth Management | 38 | $3.00K | 0.00% | −14−26.9% | Reduced |
| Avion Wealth | 31 | $3.00K | 0.00% | +4+14.8% | Added |
| Sachetta, LLC | 31 | $3.07K | 0.00% | −40−56.3% | Reduced |
| Westend Capital Management, LLC | 31 | $3.07K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 31 | $3.07K | 0.00% | +31 | New |
| Continuum Advisory, LLC | 32 | $3.17K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 35 | $3.47K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 38 | $3.78K | 0.00% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 41 | $4.06K | 0.00% | +41 | New |
| Robbins Farley LLC | 42 | $4.16K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 42 | $4.16K | 0.00% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 43 | $4.26K | 0.00% | +12+38.7% | Added |
| GPS Wealth Strategies Group, LLC | 45 | $4.46K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 45 | $4.54K | 0.00% | −13−22.4% | Reduced |
| Bruce G. Allen Investments, LLC | 46 | $4.56K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 46 | $4.56K | 0.00% | +16+53.3% | Added |
| Harbour Investments, Inc. | 47 | $4.66K | 0.00% | −13−21.7% | Reduced |
| Retirement Wealth Solutions LLC | 55 | $5.47K | 0.00% | +55 | New |
| GHP Investment Advisors, Inc. | 55 | $5.47K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 61 | $6.04K | 0.01% | +61 | New |
| Raiffeisen Bank International AG | 61 | $6.14K | 0.00% | +61 | New |
| CarsonAllaria Wealth Management, Ltd. | 62 | $6.14K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 64 | $6.34K | 0.01% | +64 | New |
| Pacific Center for Financial Services | 65 | $6.44K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 67 | $6.64K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 74 | $7.33K | 0.00% | +1+1.4% | Added |
| Bell Investment Advisors, Inc | 75 | $7.43K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 77 | $7.63K | 0.00% | −62−44.6% | Reduced |
| Pier Capital, LLC | 84 | $8.32K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 86 | $8.47K | 0.00% | −4−4.4% | Reduced |
| Bryn Mawr Trust Co | 95 | $9.41K | 0.00% | −80−45.7% | Reduced |
| Wolff Wiese Magana LLC | 97 | $9.61K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 107 | $10.6K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 109 | $10.8K | 0.00% | +109 | New |
| CVA Family Office, LLC | 110 | $10.9K | 0.00% | −25−18.5% | Reduced |
| SBI Securities Co., Ltd. | 113 | $11.2K | 0.00% | +113 | New |
| Hager Investment Management Services, LLC | 116 | $11.5K | 0.01% | +116 | New |
| Covestor Ltd | 122 | $12.0K | 0.01% | −295−70.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 124 | $12.3K | 0.00% | +26+26.5% | Added |
| Central Pacific Bank - Trust Division | 136 | $13.5K | 0.00% | +136 | New |
| AdvisorNet Financial, Inc | 145 | $14.4K | 0.00% | −95−39.6% | Reduced |
| Skopos Labs, Inc. | 155 | $15.4K | 0.00% | +23+17.4% | Added |
| JFS Wealth Advisors, LLC | 189 | $18.7K | 0.00% | −1−0.5% | Reduced |
| Peoples Financial Services Corp. | 200 | $19.8K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 200 | $19.8K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 206 | $20.4K | 0.00% | +45+28.0% | Added |
| Boit C F David | 208 | $20.6K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 222 | $22.0K | 0.00% | +70+46.1% | Added |
| West Branch Capital LLC | 230 | $22.8K | 0.01% | 00.0% | Unchanged |
| Clark Wealth Partners | 235 | $23.3K | 0.02% | +235 | New |
| Trust Co of Vermont | 260 | $25.8K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 278 | $27.5K | 0.01% | +278 | New |
| CoreCap Advisors, LLC | 300 | $29.7K | 0.00% | −58−16.2% | Reduced |
| Creative Financial Designs Inc | 303 | $30.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 307 | $30.4K | 0.00% | +79+34.6% | Added |
| Private Trust Co NA | 315 | $31.2K | 0.00% | +3+1.0% | Added |
| Aventura Private Wealth, LLC | 316 | $31.3K | 0.02% | +316 | New |
| Venturi Wealth Management, LLC | 316 | $31.3K | 0.00% | −12−3.7% | Reduced |
| Arlington Trust Co LLC | 332 | $32.9K | 0.01% | 00.0% | Unchanged |