| Basecamp Wealth Advisors LLC | 1 | $97 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $97 | 0.00% | +1 | New |
| MV Capital Management, Inc. | 1 | $97 | 0.00% | +1 | New |
| TD Waterhouse Canada Inc. | 1 | $101 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $115 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 2 | $193 | 0.00% | +2 | New |
| Principia Wealth Advisory, LLC | 2 | $193 | 0.00% | +2 | New |
| GHP Investment Advisors, Inc. | 2 | $194 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 3 | $289 | 0.00% | −4−57.1% | Reduced |
| HFM Investment Advisors, LLC | 3 | $290 | 0.00% | −1−25.0% | Reduced |
| TopTier Wealth Management, LLC | 3 | $290 | 0.00% | +3 | New |
| Signature Equity Partners, LLC | 3 | $290 | 0.00% | +3 | New |
| Torren Management, LLC | 3 | $291 | 0.00% | −4−57.1% | Reduced |
| AdvisorNet Financial, Inc | 4 | $387 | 0.00% | +4 | New |
| Whipplewood Advisors, LLC | 4 | $387 | 0.00% | +4 | New |
| South State Corp. | 5 | $484 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 5 | $484 | 0.00% | +5 | New |
| Quaker Wealth Management, LLC | 6 | $580 | 0.00% | +6 | New |
| Caitong International Asset Management Co., Ltd | 7 | $677 | 0.00% | −185−96.4% | Reduced |
| Keating Financial Advisory Services, Inc. | 7 | $677 | 0.00% | −28−80.0% | Reduced |
| Cromwell Holdings LLC | 9 | $870 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 9 | $870 | 0.00% | +3+50.0% | Added |
| Private Trust Co NA | 10 | $967 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 10 | $967 | 0.00% | +10 | New |
| Twin Peaks Wealth Advisors, LLC | 11 | $1.06K | 0.00% | +11 | New |
| True Wealth Design, LLC | 12 | $1.16K | 0.00% | +12 | New |
| DiNuzzo Private Wealth, Inc. | 13 | $1.26K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 14 | $1.35K | 0.00% | +14 | New |
| High Note Wealth, LLC | 15 | $1.45K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 15 | $1.45K | 0.00% | +9+150.0% | Added |
| Ares Financial Consulting, LLC | 15 | $1.51K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 16 | $1.55K | 0.00% | −5−23.8% | Reduced |
| Fortitude Family Office, LLC | 17 | $1.64K | 0.00% | +5+41.7% | Added |
| Central Trust Co | 17 | $1.64K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 18 | $1.74K | 0.00% | +18 | New |
| Rossby Financial, LCC | 18 | $1.82K | 0.00% | +9+100.0% | Added |
| Red Tortoise LLC | 19 | $1.84K | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 19 | $1.84K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 20 | $1.93K | 0.00% | +20 | New |
| Bruce G. Allen Investments, LLC | 22 | $2.13K | 0.00% | +3+15.8% | Added |
| Clearstead Advisors, LLC | 28 | $2.71K | 0.00% | −184−86.8% | Reduced |
| WPG Advisers, LLC | 29 | $2.80K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 32 | $3.09K | 0.00% | +32 | New |
| Sapience Investments, LLC | 39 | $3.77K | 0.49% | +39 | New |
| Nisa Investment Advisors, LLC | 40 | $3.87K | 0.00% | +5+14.3% | Added |
| Bell Investment Advisors, Inc | 42 | $4.06K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 45 | $4.35K | 0.00% | −83−64.8% | Reduced |
| Essential Partners LLC | 46 | $4.45K | 0.00% | −114−71.3% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 46 | $4.45K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 46 | $4.45K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 48 | $4.64K | 0.00% | +1+2.1% | Added |
| Farmers & Merchants Investments Inc | 50 | $4.83K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 53 | $5.12K | 0.00% | +1+1.9% | Added |
| CVA Family Office, LLC | 58 | $5.61K | 0.00% | +58 | New |
| LRI Investments, LLC | 62 | $5.99K | 0.00% | +62 | New |
| Signaturefd, LLC | 64 | $6.19K | 0.00% | −26−28.9% | Reduced |
| Cedar Mountain Advisors, LLC | 64 | $6.19K | 0.00% | +64 | New |
| JFS Wealth Advisors, LLC | 64 | $6.19K | 0.00% | +1+1.6% | Added |
| Covestor Ltd | 69 | $7.00K | 0.00% | −57−45.2% | Reduced |
| Brown Brothers Harriman & Co | 73 | $7.06K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 81 | $7.83K | 0.00% | −1−1.2% | Reduced |
| IFP Advisors, Inc | 85 | $8.22K | 0.00% | +42+97.7% | Added |
| SRS Capital Advisors, Inc. | 112 | $10.8K | 0.00% | +58+107.4% | Added |
| Eurizon Capital SGR S.p.A. | 141 | $12.9K | 0.00% | +141 | New |
| Massmutual Trust Co FSB | 148 | $14.3K | 0.00% | +108+270.0% | Added |
| MAI Capital Management | 154 | $14.9K | 0.00% | +102+196.2% | Added |
| Ancora Advisors, LLC | 161 | $15.6K | 0.00% | −183−53.2% | Reduced |
| CX Institutional | 180 | $17.0K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 176 | $17.0K | 0.00% | +6+3.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 179 | $17.3K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 206 | $19.9K | 0.02% | +206 | New |
| Northwestern Mutual Wealth Management Co | 207 | $20.0K | 0.00% | −5−2.4% | Reduced |
| Allworth Financial LP | 265 | $25.6K | 0.00% | +87+48.9% | Added |
| Los Angeles Capital Management LLC | 280 | $27.1K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 283 | $27.4K | 0.00% | +196+225.3% | Added |
| Rothschild Investment LLC | 288 | $27.8K | 0.00% | +79+37.8% | Added |
| Nomura Asset Management Co Ltd | 290 | $28.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 317 | $30.6K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 334 | $32.3K | 0.00% | −3−0.9% | Reduced |
| Versant Capital Management, Inc | 338 | $32.7K | 0.00% | +258+322.5% | Added |
| Smartleaf Asset Management LLC | 378 | $34.5K | 0.00% | −3−0.8% | Reduced |
| Parkside Financial Bank & Trust | 433 | $41.9K | 0.00% | +334+337.4% | Added |
| Ronald Blue Trust, Inc. | 461 | $44.6K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 482 | $46.6K | 0.00% | +252+109.6% | Added |
| Parallel Advisors, LLC | 506 | $48.9K | 0.00% | +73+16.9% | Added |
| Leonteq Securities AG | 652 | $63.0K | 0.00% | −381−36.9% | Reduced |
| Advisor Group Holdings, Inc. | 718 | $69.5K | 0.00% | −165−18.7% | Reduced |
| GAMMA Investing LLC | 726 | $70.2K | 0.00% | −88−10.8% | Reduced |
| Hantz Financial Services, Inc. | 774 | $75.0K | 0.00% | −225−22.5% | Reduced |
| Farther Finance Advisors, LLC | 759 | $76.7K | 0.00% | +16+2.2% | Added |
| EverSource Wealth Advisors, LLC | 865 | $83.6K | 0.00% | +176+25.5% | Added |
| Umb Bank N A | 916 | $88.5K | 0.00% | +274+42.7% | Added |
| HM Payson & Co | 1,033 | $99.8K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 1,083 | $104.7K | 0.01% | +1,083 | New |
| STRS Ohio | 1,361 | $131.6K | 0.00% | −50,202−97.4% | Reduced |
| Quent Capital, LLC | 1,461 | $141.2K | 0.01% | −34−2.3% | Reduced |
| KBC Group NV | 1,604 | $155.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,911 | $184.7K | 0.00% | −1,456−43.2% | Reduced |
| US Bancorp | 1,930 | $186.6K | 0.00% | +841+77.2% | Added |
| Verdence Capital Advisors LLC | 2,081 | $201.2K | 0.01% | +2,081 | New |
