| Cloud Capital Management, LLC | 3 | $0 | 0.00% | +3 | New |
| HFM Investment Advisors, LLC | 1 | $69 | 0.00% | −2−66.7% | Reduced |
| Scarborough Advisors, LLC | 1 | $69 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $69 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1 | $70 | 0.00% | −10−90.9% | Reduced |
| SJS Investment Consulting Inc. | 1 | $70 | 0.00% | −1−50.0% | Reduced |
| Rialto Wealth Management, LLC | 1 | $70 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 1 | $72 | 0.00% | −2−66.7% | Reduced |
| True Wealth Design, LLC | 3 | $209 | 0.00% | −5−62.5% | Reduced |
| Quent Capital, LLC | 4 | $278 | 0.00% | +4 | New |
| Larson Financial Group LLC | 5 | $347 | 0.00% | +5 | New |
| S&T Bank | 7 | $486 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 7 | $486 | 0.00% | +7 | New |
| MV Capital Management, Inc. | 7 | $487 | 0.00% | +7 | New |
| Retirement Wealth Solutions LLC | 7 | $487 | 0.00% | +7 | New |
| American Capital Advisory, LLC | 8 | $556 | 0.00% | +8 | New |
| Harbour Investments, Inc. | 9 | $625 | 0.00% | +6+200.0% | Added |
| Bare Financial Services, Inc | 10 | $695 | 0.00% | +10 | New |
| Assetmark, Inc | 11 | $764 | 0.00% | −5−31.3% | Reduced |
| South State Corp. | 14 | $973 | 0.00% | +14 | New |
| Principia Wealth Advisory, LLC | 14 | $973 | 0.00% | +14 | New |
| Quaker Wealth Management, LLC | 15 | $1.04K | 0.00% | +15 | New |
| Ancora Advisors, LLC | 18 | $1.25K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 19 | $1.32K | 0.00% | +1+5.6% | Added |
| WealthCollab, LLC | 19 | $1.32K | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 20 | $1.39K | 0.00% | +20 | New |
| Newbridge Financial Services Group, Inc. | 24 | $1.69K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 28 | $1.95K | 0.00% | +1+3.7% | Added |
| T. Rowe Price Investment Management, Inc. | 23 | $2.00K | 0.00% | +23 | New |
| UMA Financial Services, Inc. | 29 | $2.02K | 0.00% | +29 | New |
| WPG Advisers, LLC | 32 | $2.22K | 0.00% | −6−15.8% | Reduced |
| Wolff Wiese Magana LLC | 33 | $2.29K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 34 | $2.36K | 0.00% | −6−15.0% | Reduced |
| Cherry Tree Wealth Management, LLC | 34 | $2.36K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 35 | $2.44K | 0.00% | +1+2.9% | Added |
| Hughes Financial Services, LLC | 35 | $2.48K | 0.00% | +28+400.0% | Added |
| Wealthspire Advisors, LLC | 39 | $2.71K | 0.00% | +39 | New |
| Financial Network Wealth Advisors LLC | 40 | $2.80K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 41 | $2.85K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 56 | $3.00K | 0.00% | +49+700.0% | Added |
| Transamerica Financial Advisors, Inc. | 53 | $3.64K | 0.00% | +53 | New |
| Hazlett, Burt & Watson, Inc. | 63 | $4.00K | 0.00% | +63 | New |
| Private Trust Co NA | 58 | $4.03K | 0.00% | −187−76.3% | Reduced |
| Eastern Bank | 60 | $4.17K | 0.00% | +60 | New |
| Rothschild Investment LLC | 62 | $4.31K | 0.00% | −33−34.7% | Reduced |
| Leonteq Securities AG | 62 | $4.31K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 64 | $4.45K | 0.00% | +17+36.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 67 | $4.66K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 67 | $4.66K | 0.00% | +67 | New |
| Bell Investment Advisors, Inc | 70 | $4.86K | 0.00% | −25−26.3% | Reduced |
| Manchester Capital Management LLC | 71 | $4.93K | 0.00% | +49+222.7% | Added |
| Root Financial Partners, LLC | 82 | $5.70K | 0.00% | +82 | New |
| Harbor Capital Advisors, Inc. | 92 | $6.00K | 0.00% | +2+2.2% | Added |
| MAI Capital Management | 103 | $7.16K | 0.00% | −18−14.9% | Reduced |
| Spire Wealth Management | 107 | $7.43K | 0.00% | +2+1.9% | Added |
| Private Wealth Management Group, LLC | 113 | $7.85K | 0.00% | +40+54.8% | Added |
| Simplex Trading, LLC | 124 | $8.00K | 0.00% | +3+2.5% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 120 | $8.34K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 121 | $8.41K | 0.00% | −111−47.8% | Reduced |
| Sterling Capital Management LLC | 123 | $8.55K | 0.00% | −15,260−99.2% | Reduced |
| GWM Advisors LLC | 136 | $9.45K | 0.00% | −132−49.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 138 | $9.59K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 150 | $10.4K | 0.00% | +150 | New |
| Hemington Wealth Management | 167 | $11.0K | 0.00% | −25−13.0% | Reduced |
| West Branch Capital LLC | 170 | $11.8K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 174 | $12.1K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 178 | $12.3K | 0.00% | +73+69.5% | Added |
| Global Retirement Partners, LLC | 179 | $12.4K | 0.00% | −8−4.3% | Reduced |
| IFP Advisors, Inc | 209 | $14.5K | 0.00% | +109+109.0% | Added |
| Rise Advisors, LLC | 216 | $15.0K | 0.01% | +1+0.5% | Added |
| Westside Investment Management, Inc. | 227 | $15.8K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 252 | $17.5K | 0.00% | +196+350.0% | Added |
| Northwestern Mutual Wealth Management Co | 263 | $18.3K | 0.00% | +94+55.6% | Added |
| Jones Financial Companies LLLP | 264 | $18.3K | 0.00% | +31+13.3% | Added |
| Ci Investments Inc. | 276 | $19.0K | 0.00% | −146−34.6% | Reduced |
| Essential Partners LLC | 293 | $20.4K | 0.01% | +267+1,026.9% | Added |
| Danske Bank A/S | 300 | $20.8K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 355 | $24.7K | 0.00% | +111+45.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 369 | $26.0K | 0.00% | −81−18.0% | Reduced |
| GAMMA Investing LLC | 383 | $26.6K | 0.00% | −123−24.3% | Reduced |
| Park Place Capital Corp | 402 | $27.9K | 0.01% | −208−34.1% | Reduced |
| Hantz Financial Services, Inc. | 396 | $28.0K | 0.00% | +195+97.0% | Added |
| Optiver Holding B.V. | 456 | $31.7K | 0.00% | −91−16.6% | Reduced |
| Aster Capital Management (DIFC) Ltd | 468 | $32.5K | 0.02% | +468 | New |
| Winnow Wealth LLC | 484 | $33.9K | 0.03% | +484 | New |
| Whittier Trust Co of Nevada Inc | 516 | $34.6K | 0.00% | 00.0% | Unchanged |
| Pilgrim Partners Asia Pte Ltd | 550 | $38.2K | 0.02% | +550 | New |
| Anchor Investment Management, LLC | 555 | $38.6K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 584 | $40.6K | 0.00% | +346+145.4% | Added |
| HM Payson & Co | 589 | $40.9K | 0.00% | +149+33.9% | Added |
| Principal Securities, Inc. | 606 | $42.1K | 0.00% | −19−3.0% | Reduced |
| Brown Brothers Harriman & Co | 694 | $48.2K | 0.00% | −2−0.3% | Reduced |
| Signaturefd, LLC | 694 | $48.2K | 0.00% | +150+27.6% | Added |
| LRI Investments, LLC | 702 | $48.8K | 0.00% | −205−22.6% | Reduced |
| Rockefeller Capital Management L.P. | 774 | $53.8K | 0.00% | +774 | New |
| Steward Partners Investment Advisory, LLC | 896 | $62.3K | 0.00% | +843+1,590.6% | Added |
| Harbor Investment Advisory, LLC | 970 | $67.4K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,042 | $72.4K | 0.00% | −31−2.9% | Reduced |
| Bessemer Group Inc | 1,153 | $80.0K | 0.00% | +324+39.1% | Added |
| Caitong International Asset Management Co., Ltd | 1,299 | $90.3K | 0.06% | +1,119+621.7% | Added |