| Avion Wealth | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Planning Capital Management Corp | 1 | $186 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1 | $188 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 1 | $188 | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 1 | $188 | 0.00% | +1 | New |
| MCF Advisors LLC | 1 | $189 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 1 | $189 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 1 | $189 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 2 | $377 | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 2 | $377 | 0.00% | +2 | New |
| Richardson Financial Services Inc. | 3 | $564 | 0.00% | −2−40.0% | Reduced |
| SWAN Capital LLC | 3 | $564 | 0.00% | +3 | New |
| True Wealth Design, LLC | 3 | $565 | 0.00% | +2+200.0% | Added |
| Financial Network Wealth Advisors LLC | 4 | $752 | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 4 | $753 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $941 | 0.00% | −3,371−99.9% | Reduced |
| Continuum Advisory, LLC | 5 | $941 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 6 | $1.13K | 0.00% | −8−57.1% | Reduced |
| DiNuzzo Private Wealth, Inc. | 6 | $1.13K | 0.00% | +1+20.0% | Added |
| Versant Capital Management, Inc | 7 | $1.32K | 0.00% | −2−22.2% | Reduced |
| WealthCollab, LLC | 7 | $1.32K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 7 | $1.36K | 0.00% | +1+16.7% | Added |
| Sachetta, LLC | 7 | $1.50K | 0.00% | +4+133.3% | Added |
| Raffa Wealth Management, LLC | 8 | $1.50K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 9 | $1.69K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 10 | $1.88K | 0.00% | −24−70.6% | Reduced |
| Hilltop National Bank | 10 | $1.88K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 10 | $1.88K | 0.00% | +10 | New |
| Jones Financial Companies LLLP | 10 | $1.88K | 0.00% | +10 | New |
| Valley National Advisers Inc | 15 | $2.00K | 0.00% | +2+15.4% | Added |
| Private Trust Co NA | 11 | $2.07K | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 11 | $2.07K | 0.00% | +11 | New |
| CVA Family Office, LLC | 12 | $2.26K | 0.00% | +7+140.0% | Added |
| Park Place Capital Corp | 13 | $2.44K | 0.00% | −101−88.6% | Reduced |
| Raleigh Capital Management Inc. | 14 | $2.63K | 0.00% | −11−44.0% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 16 | $3.01K | 0.00% | +16 | New |
| Zions Bancorporation, N.A. | 17 | $3.20K | 0.00% | +4+30.8% | Added |
| JJJ Advisors Inc. | 18 | $3.39K | 0.00% | +4+28.6% | Added |
| Massmutual Trust Co FSB | 19 | $3.57K | 0.00% | −72−79.1% | Reduced |
| Crewe Advisors LLC | 20 | $3.76K | 0.00% | +2+11.1% | Added |
| Ashton Thomas Private Wealth, LLC | 21 | $3.95K | 0.00% | +21 | New |
| Smartleaf Asset Management LLC | 23 | $4.26K | 0.00% | +5+27.8% | Added |
| MV Capital Management, Inc. | 25 | $4.70K | 0.00% | −4−13.8% | Reduced |
| Elequin Capital LP | 25 | $4.70K | 0.00% | +25 | New |
| GW&K Investment Management, LLC | 27 | $5.00K | 0.00% | +3+12.5% | Added |
| Rothschild Investment LLC | 27 | $5.08K | 0.00% | −140−83.8% | Reduced |
| Abound Wealth Management | 27 | $5.08K | 0.00% | +7+35.0% | Added |
| Oakworth Capital, Inc. | 28 | $5.27K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 28 | $5.27K | 0.00% | +28 | New |
| West Branch Capital LLC | 30 | $5.64K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 30 | $5.64K | 0.00% | +29+2,900.0% | Added |
| Bell Investment Advisors, Inc | 33 | $6.21K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 35 | $6.58K | 0.00% | +1+2.9% | Added |
| JFS Wealth Advisors, LLC | 36 | $6.77K | 0.00% | −1−2.7% | Reduced |
| Farmers & Merchants Investments Inc | 37 | $6.96K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 39 | $7.34K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 39 | $7.34K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 41 | $8.00K | 0.00% | −29−41.4% | Reduced |
| TD Waterhouse Canada Inc. | 50 | $9.32K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 51 | $9.59K | 0.00% | −204−80.0% | Reduced |
| Financial Freedom, LLC | 55 | $10.3K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 55 | $10.3K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 59 | $11.1K | 0.00% | +46+353.8% | Added |
| Global Retirement Partners, LLC | 61 | $11.5K | 0.00% | +2+3.4% | Added |
| Unique Wealth Strategies, LLC | 43 | $11.8K | 0.01% | +43 | New |
| Benjamin F. Edwards & Company, Inc. | 66 | $12.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 59 | $12.7K | 0.00% | +15+34.1% | Added |
| Rakuten Securities, Inc. | 69 | $13.0K | 0.01% | +68+6,800.0% | Added |
| Quadrant Capital Group LLC | 72 | $13.5K | 0.00% | −171−70.4% | Reduced |
| Parkside Financial Bank & Trust | 77 | $14.5K | 0.00% | −1−1.3% | Reduced |
| Innealta Capital, LLC | 82 | $15.4K | 0.01% | +82 | New |
| Logan Capital Management Inc | 89 | $16.7K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 80 | $16.7K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 100 | $18.8K | 0.01% | +100 | New |
| Farther Finance Advisors, LLC | 105 | $19.5K | 0.00% | +17+19.3% | Added |
| Riverview Trust Co | 105 | $19.8K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 110 | $20.7K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 110 | $20.7K | 0.00% | +110 | New |
| Principal Securities, Inc. | 112 | $21.1K | 0.00% | −61−35.3% | Reduced |
| Lindbrook Capital, LLC | 119 | $22.4K | 0.00% | −26−17.9% | Reduced |
| Exchange Traded Concepts, LLC | 119 | $22.4K | 0.00% | +119 | New |
| Salem Investment Counselors Inc | 137 | $25.8K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 139 | $26.1K | 0.00% | −58−29.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 144 | $27.1K | 0.00% | −45−23.8% | Reduced |
| ORG Partners LLC | 153 | $28.4K | 0.00% | +150+5,000.0% | Added |
| Opal Wealth Advisors, LLC | 154 | $29.0K | 0.01% | +154 | New |
| CoreCap Advisors, LLC | 162 | $30.5K | 0.00% | −10−5.8% | Reduced |
| NBC Securities, Inc. | 169 | $31.0K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 175 | $32.9K | 0.00% | 00.0% | Unchanged |
| Westpac Banking Corp | 176 | $33.1K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 180 | $33.9K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 191 | $35.9K | 0.02% | +191 | New |
| GWM Advisors LLC | 192 | $36.1K | 0.00% | +121+170.4% | Added |
| Alta Advisers Ltd | 200 | $37.6K | 0.02% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 205 | $38.6K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 185 | $38.6K | 0.00% | −120−39.3% | Reduced |
| Penserra Capital Management LLC | 261 | $49.0K | 0.00% | +3+1.2% | Added |
| First Horizon Advisors, Inc. | 268 | $50.4K | 0.00% | −132−33.0% | Reduced |
| Princeton Global Asset Management LLC | 295 | $55.5K | 0.01% | 00.0% | Unchanged |
