| Advisors Asset Management, Inc. | 11 | $0 | 0.00% | −3−21.4% | Reduced |
| Turning Point Benefit Group, Inc. | 1 | $49 | 0.00% | +1 | New |
| TFC Financial Management | 2 | $102 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 3 | $153 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 7 | $355 | 0.00% | −9−56.3% | Reduced |
| Private Wealth Asset Management, LLC | 7 | $355 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 7 | $355 | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 8 | $406 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 8 | $406 | 0.00% | +8 | New |
| Seneschal Advisors, LLC | 8 | $407 | 0.00% | +8 | New |
| DecisionPoint Financial, LLC | 13 | $641 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 13 | $661 | 0.00% | −4−23.5% | Reduced |
| Rakuten Securities, Inc. | 15 | $762 | 0.00% | −1−6.3% | Reduced |
| Guerra Advisors Inc | 15 | $762 | 0.00% | +15 | New |
| Tortoise Investment Management, LLC | 17 | $863 | 0.00% | −1−5.6% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 18 | $914 | 0.00% | −236−92.9% | Reduced |
| Highline Wealth Partners LLC | 18 | $914 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 19 | $965 | 0.00% | −3−13.6% | Reduced |
| Glen Eagle Advisors, LLC | 20 | $998 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 37 | $1.00K | 0.00% | −9−19.6% | Reduced |
| Park Place Capital Corp | 21 | $1.07K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 23 | $1.17K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 24 | $1.22K | 0.00% | +24 | New |
| Bay Harbor Wealth Management, LLC | 27 | $1.37K | 0.00% | +5+22.7% | Added |
| Activest Wealth Management | 28 | $1.42K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 29 | $1.47K | 0.00% | +5+20.8% | Added |
| Bare Financial Services, Inc | 30 | $1.52K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 30 | $1.52K | 0.00% | +6+25.0% | Added |
| Scarborough Advisors, LLC | 34 | $1.73K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 34 | $1.73K | 0.00% | +33+3,300.0% | Added |
| Cloud Capital Management, LLC | 57 | $2.00K | 0.00% | +57 | New |
| AdvisorNet Financial, Inc | 40 | $2.03K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 46 | $2.05K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 45 | $2.22K | 0.00% | +45 | New |
| Cape Investment Advisory, Inc. | 44 | $2.23K | 0.00% | −78−63.9% | Reduced |
| Cromwell Holdings LLC | 44 | $2.23K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 50 | $2.54K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 52 | $2.64K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 52 | $2.64K | 0.00% | +52 | New |
| Spire Wealth Management | 56 | $2.84K | 0.00% | +2+3.7% | Added |
| Valued Wealth Advisors LLC | 57 | $2.89K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 65 | $3.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 70 | $3.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 61 | $3.25K | 0.00% | −1−1.6% | Reduced |
| TD Private Client Wealth LLC | 69 | $3.50K | 0.00% | −18−20.7% | Reduced |
| Sachetta, LLC | 70 | $3.56K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 78 | $3.96K | 0.00% | −238−75.3% | Reduced |
| Webster Bank, N. A. | 78 | $3.96K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 88 | $4.47K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 90 | $4.57K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 90 | $4.57K | 0.00% | +28+45.2% | Added |
| IAG Wealth Partners, LLC | 94 | $4.75K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 99 | $5.03K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 100 | $5.08K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 117 | $5.94K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 127 | $6.45K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 129 | $6.55K | 0.00% | +12+10.3% | Added |
| Bruce G. Allen Investments, LLC | 139 | $7.06K | 0.01% | −77−35.6% | Reduced |
| High Note Wealth, LLC | 150 | $7.62K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 151 | $7.67K | 0.00% | −287−65.5% | Reduced |
| Optiver Holding B.V. | 158 | $8.02K | 0.00% | −631−80.0% | Reduced |
| Huntington National Bank | 161 | $8.18K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 170 | $8.63K | 0.00% | +170 | New |
| WealthCollab, LLC | 178 | $9.04K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 206 | $10.5K | 0.00% | +7+3.5% | Added |
| Atlantic Trust, LLC | 217 | $11.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 230 | $11.8K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 235 | $11.9K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 250 | $12.7K | 0.00% | +7+2.9% | Added |
| JFS Wealth Advisors, LLC | 260 | $13.2K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 271 | $13.8K | 0.00% | −12−4.2% | Reduced |
| ORG Wealth Partners, LLC | 272 | $13.8K | 0.00% | +264+3,300.0% | Added |
| Mather Group, LLC. | 277 | $14.1K | 0.00% | +277 | New |
| Covestor Ltd | 324 | $16.0K | 0.01% | −192−37.2% | Reduced |
| Salomon & Ludwin, LLC | 329 | $16.8K | 0.00% | +329 | New |
| Hemington Wealth Management | 351 | $17.0K | 0.00% | +10+2.9% | Added |
| Allworth Financial LP | 390 | $19.8K | 0.00% | +328+529.0% | Added |
| Private Trust Co NA | 431 | $21.9K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 456 | $23.2K | 0.00% | −7−1.5% | Reduced |
| BankPlus Trust Department | 470 | $23.9K | 0.01% | −865−64.8% | Reduced |
| Contravisory Investment Management, Inc. | 470 | $23.9K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 483 | $24.5K | 0.01% | +128+36.1% | Added |
| State of Wyoming | 487 | $24.7K | 0.00% | +100+25.8% | Added |
| WPG Advisers, LLC | 492 | $25.0K | 0.02% | +23+4.9% | Added |
| MV Capital Management, Inc. | 496 | $25.2K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 510 | $25.9K | 0.00% | +510 | New |
| Brown Brothers Harriman & Co | 529 | $26.9K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 529 | $27.1K | 0.00% | −20−3.6% | Reduced |
| True Wealth Design, LLC | 544 | $27.6K | 0.01% | −17−3.0% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 550 | $27.9K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 588 | $29.9K | 0.00% | −6−1.0% | Reduced |
| Harbour Investments, Inc. | 617 | $31.3K | 0.00% | +34+5.8% | Added |
| Orion Capital Management LLC | 635 | $32.2K | 0.01% | +5+0.8% | Added |
| Global Retirement Partners, LLC | 692 | $35.1K | 0.00% | −597−46.3% | Reduced |
| Root Financial Partners, LLC | 710 | $36.1K | 0.00% | +710 | New |
| MAI Capital Management | 721 | $36.6K | 0.00% | −217−23.1% | Reduced |
| Hilltop National Bank | 721 | $36.6K | 0.01% | +721 | New |
| Caitong International Asset Management Co., Ltd | 750 | $38.1K | 0.03% | +750 | New |
| Versant Capital Management, Inc | 792 | $40.2K | 0.01% | +14+1.8% | Added |
| Wealthspire Advisors, LLC | 818 | $41.5K | 0.00% | +818 | New |
