| Parkworth Wealth Management, Inc. | 1 | $155 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $155 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $156 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2 | $311 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2 | $311 | 0.00% | +2 | New |
| True Wealth Design, LLC | 2 | $311 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 2 | $311 | 0.00% | +2 | New |
| SRS Capital Advisors, Inc. | 3 | $466 | 0.00% | −216−98.6% | Reduced |
| Capital A Wealth Management, LLC | 3 | $466 | 0.00% | −2−40.0% | Reduced |
| IFP Advisors, Inc | 3 | $466 | 0.00% | −1−25.0% | Reduced |
| Greenline Partners, LLC | 3 | $466 | 0.00% | +3 | New |
| Caitong International Asset Management Co., Ltd | 3 | $466 | 0.00% | +3 | New |
| Rialto Wealth Management, LLC | 3 | $466 | 0.00% | +3 | New |
| Spire Wealth Management | 4 | $621 | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 5 | $776 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 5 | $777 | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 6 | $932 | 0.00% | +6 | New |
| Larson Financial Group LLC | 7 | $1.09K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 8 | $1.24K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 9 | $1.40K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 9 | $1.40K | 0.00% | +6+200.0% | Added |
| DiNuzzo Private Wealth, Inc. | 10 | $1.55K | 0.00% | +1+11.1% | Added |
| Stephens Consulting, LLC | 10 | $1.55K | 0.00% | +10 | New |
| First Horizon Advisors, Inc. | 12 | $1.86K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 15 | $2.33K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 15 | $2.33K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 15 | $2.33K | 0.00% | +15 | New |
| Geneos Wealth Management Inc. | 18 | $2.79K | 0.00% | +6+50.0% | Added |
| CoreCap Advisors, LLC | 19 | $2.95K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 20 | $3.10K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 21 | $3.26K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 22 | $3.42K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 22 | $3.45K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 24 | $3.73K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 25 | $3.82K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 26 | $4.04K | 0.00% | +26 | New |
| Jones Financial Companies LLLP | 27 | $4.22K | 0.00% | +5+22.7% | Added |
| Farmers & Merchants Investments Inc | 28 | $4.35K | 0.00% | +12+75.0% | Added |
| Hantz Financial Services, Inc. | 35 | $5.00K | 0.00% | +35 | New |
| Creative Financial Designs Inc | 40 | $6.21K | 0.00% | +40 | New |
| Amundi | 46 | $6.83K | 0.00% | +10+27.8% | Added |
| Lindbrook Capital, LLC | 45 | $6.99K | 0.00% | +7+18.4% | Added |
| Arlington Trust Co LLC | 46 | $7.14K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 50 | $7.21K | 0.00% | +6+13.6% | Added |
| Massmutual Trust Co FSB | 48 | $7.45K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 48 | $7.45K | 0.00% | +48 | New |
| Capital Advisors, Ltd. LLC | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 52 | $8.07K | 0.01% | −2−3.7% | Reduced |
| Washington Trust Co | 53 | $8.25K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 53 | $8.29K | 0.00% | −10−15.9% | Reduced |
| Rothschild Investment LLC | 55 | $8.54K | 0.00% | +15+37.5% | Added |
| Private Trust Co NA | 56 | $8.70K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 56 | $8.70K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 57 | $8.85K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 60 | $9.32K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 66 | $10.2K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 75 | $10.6K | 0.00% | +25+50.0% | Added |
| Accredited Wealth Management, LLC | 71 | $11.0K | 0.01% | +71 | New |
| Caldwell Trust Co | 75 | $11.6K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 76 | $11.8K | 0.01% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 78 | $12.1K | 0.00% | +60+333.3% | Added |
| Covestor Ltd | 91 | $14.0K | 0.01% | +1+1.1% | Added |
| Central Trust Co | 99 | $15.4K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 100 | $15.5K | 0.00% | +70+233.3% | Added |
| Armstrong Advisory Group, Inc | 104 | $16.1K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 115 | $17.9K | 0.00% | +6+5.5% | Added |
| Bayforest Capital Ltd | 116 | $18.0K | 0.01% | +116 | New |
| Webster Bank, N. A. | 120 | $18.6K | 0.00% | −80−40.0% | Reduced |
| Parallel Advisors, LLC | 122 | $18.9K | 0.00% | −3−2.4% | Reduced |
| Hexagon Capital Partners LLC | 123 | $19.1K | 0.00% | −88−41.7% | Reduced |
| Rise Advisors, LLC | 126 | $19.6K | 0.01% | −42−25.0% | Reduced |
| Alpine Bank Wealth Management | 127 | $19.7K | 0.00% | +127 | New |
| Smartleaf Asset Management LLC | 130 | $20.3K | 0.00% | −18−12.2% | Reduced |
| Harbor Capital Advisors, Inc. | 135 | $21.0K | 0.00% | +10+8.0% | Added |
| Quest Partners LLC | 137 | $21.3K | 0.00% | +137 | New |
| Northwestern Mutual Wealth Management Co | 142 | $22.0K | 0.00% | −213−60.0% | Reduced |
| Hemington Wealth Management | 167 | $25.0K | 0.00% | +16+10.6% | Added |
| EverSource Wealth Advisors, LLC | 165 | $25.6K | 0.00% | +15+10.0% | Added |
| Park Place Capital Corp | 174 | $27.0K | 0.01% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 163 | $27.2K | 0.01% | +163 | New |
| Assetmark, Inc | 178 | $27.6K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 196 | $30.4K | 0.01% | +196 | New |
| Smithfield Trust Co | 200 | $31.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 212 | $32.9K | 0.02% | 00.0% | Unchanged |
| Optiver Holding B.V. | 214 | $33.2K | 0.00% | +214 | New |
| TCTC Holdings, LLC | 243 | $37.7K | 0.00% | +131+117.0% | Added |
| Brown Brothers Harriman & Co | 249 | $38.7K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 252 | $39.1K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 259 | $40.2K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 300 | $46.6K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 307 | $47.7K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 321 | $49.8K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 328 | $50.9K | 0.00% | +165+101.2% | Added |
| Bruce G. Allen Investments, LLC | 329 | $51.1K | 0.04% | −9−2.7% | Reduced |
| GWM Advisors LLC | 355 | $55.1K | 0.00% | −50−12.3% | Reduced |
| Signaturefd, LLC | 391 | $60.7K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 402 | $62.0K | 0.00% | +10+2.6% | Added |
| Adirondack Trust Co | 400 | $62.1K | 0.02% | 00.0% | Unchanged |
| Mather Group, LLC. | 411 | $63.8K | 0.00% | −12−2.8% | Reduced |
| Headlands Technologies LLC | 454 | $70.5K | 0.01% | −176−27.9% | Reduced |