| IMA Wealth, Inc. | 1 | $430 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 1 | $430 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 1 | $430 | 0.00% | +1 | New |
| Avalon Trust Co | 1 | $431 | 0.00% | +1 | New |
| Seneschal Advisors, LLC | 1 | $431 | 0.00% | +1 | New |
| Sound Income Strategies, LLC | 2 | $838 | 0.00% | −3−60.0% | Reduced |
| Turning Point Benefit Group, Inc. | 2 | $860 | 0.00% | +2 | New |
| Kilter Group LLC | 2 | $861 | 0.00% | +1+100.0% | Added |
| Texas Capital Bancshares Inc | 2 | $861 | 0.00% | +2 | New |
| Wealth Watch Advisors, INC | 2 | $861 | 0.00% | +2 | New |
| Dogwood Wealth Management LLC | 2 | $861 | 0.00% | +2 | New |
| Rakuten Securities, Inc. | 3 | $1.29K | 0.00% | −2−40.0% | Reduced |
| Oakworth Capital, Inc. | 3 | $1.29K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 3 | $1.29K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $1.29K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 3 | $1.29K | 0.00% | +2+200.0% | Added |
| IMG Wealth Management, Inc. | 3 | $1.29K | 0.00% | +3 | New |
| Bruce G. Allen Investments, LLC | 4 | $1.72K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 4 | $1.72K | 0.00% | +1+33.3% | Added |
| Bare Financial Services, Inc | 4 | $1.72K | 0.00% | +3+300.0% | Added |
| Aspect Partners, LLC | 4 | $1.72K | 0.00% | +4 | New |
| Albion Financial Group | 4 | $1.72K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 4 | $1.72K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 4 | $1.72K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 4 | $1.72K | 0.00% | +4 | New |
| Leonteq Securities AG | 5 | $2.15K | 0.00% | −301−98.4% | Reduced |
| Park Place Capital Corp | 5 | $2.15K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $2.15K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 5 | $2.15K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 5 | $2.15K | 0.00% | +2+66.7% | Added |
| Binnacle Investments Inc | 5 | $2.15K | 0.00% | +3+150.0% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 5 | $2.15K | 0.00% | +5 | New |
| South State Corp. | 6 | $2.58K | 0.00% | −1−14.3% | Reduced |
| Prestige Wealth Management Group LLC | 6 | $2.58K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 6 | $2.58K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 6 | $2.58K | 0.00% | +3+100.0% | Added |
| POM Investment Strategies, LLC | 6 | $2.58K | 0.00% | +6 | New |
| Hughes Financial Services, LLC | 6 | $2.77K | 0.00% | 00.0% | Unchanged |
| Tobam | 6 | $3.00K | 0.00% | −3−33.3% | Reduced |
| Boreal Capital Management LLC | 7 | $3.01K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 7 | $3.02K | 0.00% | +6+600.0% | Added |
| Evergreen Private Wealth LLC | 8 | $3.44K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 9 | $3.44K | 0.00% | +9 | New |
| True Wealth Design, LLC | 9 | $3.87K | 0.00% | +1+12.5% | Added |
| S&T Bank | 9 | $3.87K | 0.00% | +3+50.0% | Added |
| Avion Wealth | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 10 | $4.30K | 0.00% | +10 | New |
| Howard Hughes Medical Institute | 11 | $4.73K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 11 | $4.73K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 11 | $4.73K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 13 | $5.00K | 0.00% | +13 | New |
| Highline Wealth Partners LLC | 12 | $5.16K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 11 | $5.20K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 13 | $5.59K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 13 | $5.59K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 13 | $5.59K | 0.00% | +13 | New |
| DiNuzzo Private Wealth, Inc. | 13 | $5.60K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 14 | $6.02K | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 14 | $6.02K | 0.00% | +14 | New |
| LGT Financial Advisors LLC | 15 | $6.31K | 0.01% | 00.0% | Unchanged |
| Groupe la Francaise | 15 | $6.46K | 0.00% | −167−91.8% | Reduced |
| Webster Bank, N. A. | 15 | $6.46K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 15 | $6.46K | 0.00% | +11+275.0% | Added |
| High Note Wealth, LLC | 16 | $6.88K | 0.00% | −1−5.9% | Reduced |
| CoreCap Advisors, LLC | 16 | $6.88K | 0.00% | +4+33.3% | Added |
| Ritter Daniher Financial Advisory LLC | 19 | $8.18K | 0.00% | +19 | New |
| Pinnacle Bancorp, Inc. | 20 | $8.61K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 20 | $8.61K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 21 | $9.04K | 0.00% | +1+5.0% | Added |
| Salomon & Ludwin, LLC | 23 | $9.50K | 0.00% | +23 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 23 | $9.90K | 0.02% | −2,924−99.2% | Reduced |
| Crewe Advisors LLC | 23 | $9.90K | 0.00% | +23 | New |
| Holos Integrated Wealth LLC | 25 | $10.2K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 24 | $10.3K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 24 | $10.3K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 24 | $10.3K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 26 | $11.2K | 0.02% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 26 | $11.2K | 0.00% | +26 | New |
| MV Capital Management, Inc. | 27 | $11.6K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 27 | $11.6K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 29 | $12.0K | 0.00% | +1+3.6% | Added |
| Foster Dykema Cabot & Partners, LLC | 28 | $12.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 29 | $12.5K | 0.00% | +9+45.0% | Added |
| Activest Wealth Management | 31 | $13.3K | 0.00% | +30+3,000.0% | Added |
| Barnes Dennig Private Wealth Management LLC | 31 | $13.3K | 0.01% | +31 | New |
| Rise Advisors, LLC | 32 | $13.6K | 0.00% | +1+3.2% | Added |
| WPG Advisers, LLC | 32 | $13.8K | 0.01% | +1+3.2% | Added |
| Farmers & Merchants Investments Inc | 34 | $14.6K | 0.00% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 36 | $15.4K | 0.00% | +36 | New |
| GHP Investment Advisors, Inc. | 38 | $16.4K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 40 | $17.3K | 0.01% | +40 | New |
| Grove Bank & Trust | 41 | $17.6K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 43 | $18.5K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 45 | $19.4K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 45 | $19.4K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 50 | $21.5K | 0.01% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 52 | $22.4K | 0.02% | +51+5,100.0% | Added |
| Rothschild Investment LLC | 53 | $22.8K | 0.00% | −18−25.4% | Reduced |
| Harbour Investments, Inc. | 56 | $24.1K | 0.00% | +19+51.4% | Added |
| Investors Research Corp | 60 | $25.8K | 0.00% | 00.0% | Unchanged |