| Avion Wealth | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1 | $158 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $159 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2 | $318 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $318 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 2 | $318 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 3 | $477 | 0.00% | +3 | New |
| Carolinas Wealth Consulting LLC | 4 | $636 | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 4 | $636 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 5 | $794 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 5 | $794 | 0.00% | +5 | New |
| Leonteq Securities AG | 6 | $953 | 0.00% | −36−85.7% | Reduced |
| West Paces Advisors Inc. | 6 | $953 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 6 | $954 | 0.00% | −7−53.8% | Reduced |
| Roble, Belko & Company, Inc | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 8 | $1.27K | 0.00% | +8 | New |
| DiNuzzo Private Wealth, Inc. | 8 | $1.27K | 0.00% | −1−11.1% | Reduced |
| SJS Investment Consulting Inc. | 9 | $1.43K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 9 | $1.43K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 9 | $1.43K | 0.00% | +1+12.5% | Added |
| Spectrum Wealth Counsel, LLC | 9 | $1.43K | 0.00% | +9 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10 | $1.59K | 0.00% | +4+66.7% | Added |
| Central Trust Co | 10 | $1.59K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 10 | $1.59K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 10 | $1.59K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 10 | $1.59K | 0.00% | +10 | New |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $1.73K | 0.00% | −1−9.1% | Reduced |
| Dunhill Financial, LLC | 12 | $1.89K | 0.00% | +6+100.0% | Added |
| Sachetta, LLC | 12 | $1.91K | 0.00% | +6+100.0% | Added |
| Resources Management Corp | 15 | $2.00K | 0.00% | −50−76.9% | Reduced |
| Meeder Asset Management Inc | 15 | $2.38K | 0.00% | −1,608−99.1% | Reduced |
| Olistico Wealth, LLC | 15 | $2.38K | 0.00% | +15 | New |
| Stephens Consulting, LLC | 15 | $2.38K | 0.00% | +15 | New |
| Liberty One Investment Management, LLC | 18 | $2.86K | 0.00% | −112−86.2% | Reduced |
| Capital Analysts, LLC | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 19 | $3.02K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 20 | $3.18K | 0.00% | −5−20.0% | Reduced |
| Annapolis Financial Services, LLC | 20 | $3.18K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 21 | $3.34K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 22 | $3.50K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 22 | $3.50K | 0.00% | +22 | New |
| Tompkins Financial Corp | 25 | $3.97K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 25 | $3.97K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 27 | $4.00K | 0.00% | +27 | New |
| Harbor Investment Advisory, LLC | 27 | $4.29K | 0.00% | −20−42.6% | Reduced |
| Creative Capital Management Investments LLC | 27 | $4.29K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 29 | $4.61K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 31 | $4.92K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 34 | $5.40K | 0.00% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 34 | $5.40K | 0.00% | +34 | New |
| Versant Capital Management, Inc | 37 | $5.88K | 0.00% | +23+164.3% | Added |
| Farmers & Merchants Investments Inc | 39 | $6.20K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 40 | $6.36K | 0.00% | +13+48.1% | Added |
| JFS Wealth Advisors, LLC | 53 | $8.42K | 0.00% | +1+1.9% | Added |
| Ashton Thomas Securities, LLC | 53 | $8.42K | 0.00% | +53 | New |
| Plato Investment Management Ltd | 56 | $8.89K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 57 | $9.00K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 62 | $9.00K | 0.00% | +1+1.6% | Added |
| IAG Wealth Partners, LLC | 58 | $9.21K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 63 | $10.0K | 0.00% | −56−47.1% | Reduced |
| Bullock Wealth Management Group | 65 | $10.3K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 71 | $11.0K | 0.00% | −10−12.3% | Reduced |
| Sawyer & Company, Inc | 70 | $11.0K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 70 | $11.1K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 74 | $11.8K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 76 | $12.1K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 79 | $12.6K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 80 | $12.7K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 82 | $13.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 83 | $13.2K | 0.00% | −459−84.7% | Reduced |
| Financial Avengers, Inc. | 89 | $14.1K | 0.01% | +89 | New |
| Colonial Trust Advisors | 90 | $14.3K | 0.00% | −4−4.3% | Reduced |
| Cromwell Holdings LLC | 92 | $14.6K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 100 | $15.9K | 0.00% | −327−76.6% | Reduced |
| Albion Financial Group | 100 | $15.9K | 0.00% | 00.0% | Unchanged |
| Park Circle Co | 100 | $15.9K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $15.9K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 103 | $16.4K | 0.00% | −100−49.3% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 108 | $17.0K | 0.00% | +108 | New |
| GHP Investment Advisors, Inc. | 110 | $17.5K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 110 | $17.5K | 0.00% | +3+2.8% | Added |
| Salem Investment Counselors Inc | 115 | $18.3K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 120 | $19.1K | 0.01% | +120 | New |
| Trivant Custom Portfolio Group, LLC | 125 | $19.9K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 125 | $19.9K | 0.00% | +125 | New |
| Indiana Trust & Investment Management CO | 125 | $19.9K | 0.01% | +125 | New |
| Assetmark, Inc | 126 | $20.0K | 0.00% | +126 | New |
| TFC Financial Management | 128 | $20.3K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 128 | $20.3K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 135 | $21.0K | 0.00% | +24+21.6% | Added |
| FWL Investment Management, LLC | 140 | $22.2K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 140 | $22.2K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 141 | $22.4K | 0.01% | −182−56.3% | Reduced |
| Quadrant Capital Group LLC | 141 | $22.4K | 0.00% | −49−25.8% | Reduced |
| DHJJ Financial Advisors, Ltd. | 156 | $24.8K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 157 | $24.9K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 161 | $25.6K | 0.00% | +20+14.2% | Added |
| Continuum Advisory, LLC | 140 | $26.1K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 174 | $26.9K | 0.00% | +86+97.7% | Added |