| Capital A Wealth Management, LLC | 1 | $48 | 0.00% | +1 | New |
| Toronto Dominion Bank | 2 | $93 | 0.00% | +2 | New |
| Larson Financial Group LLC | 2 | $96 | 0.00% | −192−99.0% | Reduced |
| MV Capital Management, Inc. | 2 | $96 | 0.00% | +1+100.0% | Added |
| Parkworth Wealth Management, Inc. | 2 | $96 | 0.00% | +2 | New |
| NBC Securities, Inc. | 2 | $120 | 0.01% | −2,301−99.9% | Reduced |
| Principia Wealth Advisory, LLC | 3 | $143 | 0.00% | +3 | New |
| Global Financial Private Client, LLC | 5 | $239 | 0.00% | +5 | New |
| Van Hulzen Asset Management, LLC | 8 | $383 | 0.00% | +8 | New |
| Bruce G. Allen Investments, LLC | 9 | $430 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 8 | $447 | 0.00% | +8 | New |
| SRS Capital Advisors, Inc. | 11 | $526 | 0.00% | −18−62.1% | Reduced |
| Cranbrook Wealth Management, LLC | 13 | $622 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $622 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 14 | $670 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 18 | $861 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 20 | $957 | 0.00% | −3−13.0% | Reduced |
| Picton Mahoney Asset Management | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 21 | $1.00K | 0.00% | +21 | New |
| Montag A & Associates Inc | 24 | $1.15K | 0.00% | −3−11.1% | Reduced |
| Provenance Wealth Advisors, LLC | 25 | $1.20K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 28 | $1.33K | 0.00% | +2+7.7% | Added |
| Financial Network Wealth Advisors LLC | 29 | $1.39K | 0.00% | +1+3.6% | Added |
| HighMark Wealth Management LLC | 30 | $1.43K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 30 | $1.44K | 0.00% | +30 | New |
| Cohen & Steers, Inc. | 37 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 55 | $2.00K | 0.00% | +32+139.1% | Added |
| LRI Investments, LLC | 42 | $2.01K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 43 | $2.06K | 0.00% | +43 | New |
| JFS Wealth Advisors, LLC | 50 | $2.39K | 0.00% | −3−5.7% | Reduced |
| Farmers & Merchants Investments Inc | 52 | $2.49K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 65 | $3.11K | 0.00% | −30−31.6% | Reduced |
| Concord Wealth Partners | 66 | $3.15K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 68 | $3.25K | 0.00% | +68 | New |
| LGT Financial Advisors LLC | 70 | $3.35K | 0.01% | −8−10.3% | Reduced |
| Private Wealth Management Group, LLC | 73 | $3.49K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 75 | $3.59K | 0.00% | −14−15.7% | Reduced |
| Park Square Financial Group, LLC | 77 | $3.68K | 0.00% | +77 | New |
| Private Trust Co NA | 80 | $3.83K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 85 | $4.06K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 85 | $4.06K | 0.00% | +85 | New |
| Sierra Ocean, LLC | 86 | $4.11K | 0.00% | +86 | New |
| Cary Street Partner Investment Advisory LLC | 100 | $4.78K | 0.00% | −120,034−99.9% | Reduced |
| Armstrong Advisory Group, Inc | 100 | $4.78K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 105 | $5.02K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 90 | $5.10K | 0.00% | −76−45.8% | Reduced |
| Coppell Advisory Solutions LLC | 108 | $5.18K | 0.00% | +108 | New |
| City State Bank | 110 | $5.26K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 110 | $5.26K | 0.00% | +41+59.4% | Added |
| Bokf, NA | 100 | $5.28K | 0.00% | +8+8.7% | Added |
| Wolff Wiese Magana LLC | 125 | $5.98K | 0.00% | −8,565−98.6% | Reduced |
| GWM Advisors LLC | 127 | $6.07K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 127 | $6.07K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 129 | $6.17K | 0.00% | −37,107−99.7% | Reduced |
| TFC Financial Management | 137 | $6.55K | 0.00% | +43+45.7% | Added |
| Spire Wealth Management | 142 | $6.79K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 155 | $7.41K | 0.00% | +155 | New |
| Legacy Investment Solutions, LLC | 135 | $7.71K | 0.01% | +20+17.4% | Added |
| Legacy Wealth Managment, LLC | 135 | $7.71K | 0.01% | +20+17.4% | Added |
| Quest Partners LLC | 175 | $8.37K | 0.00% | −9,618−98.2% | Reduced |
| Caitong International Asset Management Co., Ltd | 177 | $8.46K | 0.01% | +177 | New |
| Bell Investment Advisors, Inc | 177 | $8.46K | 0.00% | +2+1.1% | Added |
| Trust Co of Vermont | 200 | $9.56K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 200 | $9.56K | 0.00% | +200 | New |
| SBI Securities Co., Ltd. | 200 | $9.56K | 0.00% | +200 | New |
| Natixis | 207 | $9.90K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 244 | $12.0K | 0.00% | +13+5.6% | Added |
| Clearstead Advisors, LLC | 269 | $12.9K | 0.00% | −160−37.3% | Reduced |
| Whittier Trust Co | 270 | $12.9K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 271 | $13.0K | 0.00% | −481−64.0% | Reduced |
| Tortoise Investment Management, LLC | 300 | $14.3K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 300 | $14.4K | 0.01% | +40+15.4% | Added |
| Northwestern Mutual Wealth Management Co | 313 | $15.0K | 0.00% | −30−8.7% | Reduced |
| TD Private Client Wealth LLC | 334 | $16.0K | 0.00% | +296+778.9% | Added |
| Bessemer Group Inc | 329 | $16.0K | 0.00% | −60−15.4% | Reduced |
| Central Trust Co | 354 | $16.9K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 359 | $17.2K | 0.00% | −17−4.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 362 | $17.3K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 402 | $19.2K | 0.00% | +25+6.6% | Added |
| Hollencrest Capital Management | 410 | $19.6K | 0.00% | +410 | New |
| Daiwa Securities Group Inc. | 420 | $20.0K | 0.00% | −49−10.4% | Reduced |
| Virtus Fund Advisers, LLC | 436 | $20.8K | 0.06% | −321−42.4% | Reduced |
| Versant Capital Management, Inc | 438 | $20.9K | 0.00% | +417+1,985.7% | Added |
| Steward Partners Investment Advisory, LLC | 500 | $23.9K | 0.00% | −13−2.5% | Reduced |
| Centerpoint Advisors, LLC | 550 | $26.0K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 563 | $26.9K | 0.00% | +49+9.5% | Added |
| Jones Financial Companies LLLP | 566 | $27.1K | 0.00% | +130+29.8% | Added |
| Ameriflex Group, Inc. | 500 | $28.3K | 0.01% | +500 | New |
| CBIZ Investment Advisory Services, LLC | 600 | $28.7K | 0.00% | +600 | New |
| Rise Advisors, LLC | 611 | $29.2K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 764 | $36.5K | 0.00% | −856−52.8% | Reduced |
| GeoWealth Management, LLC | 782 | $37.4K | 0.00% | +25+3.3% | Added |
| Massmutual Trust Co FSB | 810 | $38.7K | 0.00% | +40+5.2% | Added |
| Smartleaf Asset Management LLC | 871 | $41.8K | 0.00% | +197+29.2% | Added |
| Painted Porch Advisors LLC | 898 | $42.9K | 0.02% | +277+44.6% | Added |
| Park Place Capital Corp | 904 | $43.2K | 0.01% | −451−33.3% | Reduced |
| GAMMA Investing LLC | 937 | $44.8K | 0.00% | +70+8.1% | Added |
| Leonteq Securities AG | 950 | $44.9K | 0.00% | +100+11.8% | Added |
| CWM, LLC | 945 | $45.0K | 0.00% | −585−38.2% | Reduced |
