| Torren Management, LLC | 0 | $6 | 0.00% | 0 | New |
| Hughes Financial Services, LLC | 1 | $69 | 0.00% | −34−97.1% | Reduced |
| Principia Wealth Advisory, LLC | 1 | $69 | 0.00% | −13−92.9% | Reduced |
| Elyxium Wealth, LLC | 1 | $69 | 0.00% | +1 | New |
| Godfrey Financial Associates, Inc. | 1 | $69 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $72 | 0.00% | +1 | New |
| Colonial Trust Co | 2 | $106 | 0.00% | −33−94.3% | Reduced |
| SJS Investment Consulting Inc. | 3 | $209 | 0.00% | +2+200.0% | Added |
| HFM Investment Advisors, LLC | 3 | $209 | 0.00% | +2+200.0% | Added |
| Fortitude Family Office, LLC | 5 | $347 | 0.00% | −116−95.9% | Reduced |
| Bay Harbor Wealth Management, LLC | 6 | $416 | 0.00% | +5+500.0% | Added |
| Optima Capital LLC | 7 | $486 | 0.00% | +7 | New |
| DiNuzzo Private Wealth, Inc. | 8 | $556 | 0.00% | +7+700.0% | Added |
| Cornerstone Planning Group LLC | 8 | $590 | 0.00% | +8 | New |
| SHP Wealth Management | 9 | $625 | 0.00% | +9 | New |
| MV Capital Management, Inc. | 9 | $626 | 0.00% | +2+28.6% | Added |
| Quaker Wealth Management, LLC | 10 | $695 | 0.00% | −5−33.3% | Reduced |
| Signature Equity Partners, LLC | 10 | $695 | 0.00% | +10 | New |
| Ancora Advisors, LLC | 13 | $903 | 0.00% | −5−27.8% | Reduced |
| CX Institutional | 18 | $1.00K | 0.00% | +18 | New |
| Harbour Investments, Inc. | 16 | $1.11K | 0.00% | +7+77.8% | Added |
| Tucker Asset Management LLC | 16 | $1.11K | 0.00% | +16 | New |
| Keating Financial Advisory Services, Inc. | 17 | $1.18K | 0.00% | +17 | New |
| SBI Securities Co., Ltd. | 18 | $1.25K | 0.00% | −1−5.3% | Reduced |
| Rialto Wealth Management, LLC | 19 | $1.32K | 0.00% | +18+1,800.0% | Added |
| South State Corp. | 21 | $1.46K | 0.00% | +7+50.0% | Added |
| Quent Capital, LLC | 21 | $1.46K | 0.00% | +17+425.0% | Added |
| Bogart Wealth, LLC | 21 | $1.46K | 0.00% | +21 | New |
| JFS Wealth Advisors, LLC | 24 | $1.67K | 0.00% | +23+2,300.0% | Added |
| Newbridge Financial Services Group, Inc. | 24 | $1.69K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 26 | $1.81K | 0.00% | −6−18.8% | Reduced |
| AdvisorNet Financial, Inc | 27 | $1.88K | 0.00% | −1−3.6% | Reduced |
| Avion Wealth | 42 | $2.00K | 0.00% | −14−25.0% | Reduced |
| Bare Financial Services, Inc | 30 | $2.08K | 0.00% | +20+200.0% | Added |
| Steigerwald, Gordon & Koch Inc. | 31 | $2.15K | 0.00% | +31 | New |
| Sachetta, LLC | 32 | $2.22K | 0.00% | +32 | New |
| Wolff Wiese Magana LLC | 33 | $2.29K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 33 | $2.29K | 0.00% | +30+1,000.0% | Added |
| UMA Financial Services, Inc. | 35 | $2.43K | 0.00% | +6+20.7% | Added |
| Financial Network Wealth Advisors LLC | 40 | $2.80K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 44 | $3.06K | 0.00% | +3+7.3% | Added |
| CoreCap Advisors, LLC | 48 | $3.33K | 0.00% | +14+41.2% | Added |
| Manchester Capital Management LLC | 48 | $3.33K | 0.00% | −23−32.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 55 | $3.79K | 0.00% | +2+3.8% | Added |
| Hazlett, Burt & Watson, Inc. | 63 | $4.00K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 58 | $4.03K | 0.00% | +58 | New |
| Leonteq Securities AG | 62 | $4.31K | 0.00% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 54 | $4.31K | 0.00% | +54 | New |
| CBIZ Investment Advisory Services, LLC | 65 | $4.51K | 0.00% | +65 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 67 | $4.70K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 72 | $5.00K | 0.00% | +2+2.9% | Added |
| Quarry LP | 84 | $5.83K | 0.00% | +84 | New |
| Kemnay Advisory Services Inc. | 86 | $5.97K | 0.00% | +86 | New |
| Harbor Capital Advisors, Inc. | 90 | $6.00K | 0.00% | −2−2.2% | Reduced |
| Jones Financial Companies LLLP | 87 | $6.04K | 0.00% | −177−67.0% | Reduced |
| Assetmark, Inc | 96 | $6.67K | 0.00% | +85+772.7% | Added |
| Capital Advisors, Ltd. LLC | 101 | $7.00K | 0.00% | +101 | New |
| Private Wealth Management Group, LLC | 105 | $7.29K | 0.00% | −8−7.1% | Reduced |
| MAI Capital Management | 109 | $7.57K | 0.00% | +6+5.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 120 | $8.34K | 0.00% | +120 | New |
| Entrust Financial LLC | 129 | $8.96K | 0.01% | +129 | New |
| Root Financial Partners, LLC | 134 | $9.31K | 0.00% | +52+63.4% | Added |
| GWM Advisors LLC | 136 | $9.45K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 138 | $9.59K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 170 | $11.8K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 219 | $15.2K | 0.00% | +10+4.8% | Added |
| Basecamp Wealth Advisors LLC | 220 | $15.3K | 0.00% | +220 | New |
| Private Trust Co NA | 227 | $15.8K | 0.00% | +169+291.4% | Added |
| Northwestern Mutual Wealth Management Co | 231 | $16.0K | 0.00% | −32−12.2% | Reduced |
| Los Angeles Capital Management LLC | 260 | $17.4K | 0.00% | +260 | New |
| Aster Capital Management (DIFC) Ltd | 263 | $18.3K | 0.01% | −205−43.8% | Reduced |
| Smartleaf Asset Management LLC | 269 | $18.9K | 0.00% | +91+51.1% | Added |
| Massmutual Trust Co FSB | 291 | $20.2K | 0.00% | +227+354.7% | Added |
| Danske Bank A/S | 300 | $20.8K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 330 | $22.9K | 0.00% | +207+168.3% | Added |
| Essential Partners LLC | 350 | $24.3K | 0.01% | +57+19.5% | Added |
| Rothschild Investment LLC | 352 | $24.4K | 0.00% | +290+467.7% | Added |
| Optiver Holding B.V. | 354 | $24.6K | 0.00% | −102−22.4% | Reduced |
| Brown Brothers Harriman & Co | 385 | $26.7K | 0.00% | −309−44.5% | Reduced |
| Park Place Capital Corp | 402 | $27.9K | 0.01% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 405 | $28.1K | 0.00% | +405 | New |
| Caitong International Asset Management Co., Ltd | 442 | $30.7K | 0.01% | −857−66.0% | Reduced |
| SRS Capital Advisors, Inc. | 466 | $32.4K | 0.00% | −2,277−83.0% | Reduced |
| Allworth Financial LP | 469 | $32.6K | 0.00% | +217+86.1% | Added |
| Winnow Wealth LLC | 484 | $33.9K | 0.03% | 00.0% | Unchanged |
| Bessemer Group Inc | 523 | $36.0K | 0.00% | −630−54.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 520 | $36.0K | 0.00% | +151+40.9% | Added |
| Whittier Trust Co of Nevada Inc | 504 | $37.0K | 0.00% | −12−2.3% | Reduced |
| Anchor Investment Management, LLC | 555 | $38.5K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 576 | $40.0K | 0.00% | +193+50.4% | Added |
| HM Payson & Co | 589 | $40.9K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 636 | $44.2K | 0.00% | −746−54.0% | Reduced |
| Harbor Investment Advisory, LLC | 687 | $47.7K | 0.00% | −283−29.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 695 | $48.3K | 0.00% | −201−22.4% | Reduced |
| LRI Investments, LLC | 702 | $48.8K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 904 | $62.8K | 0.00% | +320+54.8% | Added |
| Hantz Financial Services, Inc. | 907 | $63.0K | 0.00% | +511+129.0% | Added |
| Versant Capital Management, Inc | 1,044 | $72.5K | 0.01% | +689+194.1% | Added |
| Clearstead Advisors, LLC | 1,099 | $76.3K | 0.00% | +57+5.5% | Added |
| Farther Finance Advisors, LLC | 1,102 | $76.5K | 0.00% | −1,985−64.3% | Reduced |
