| Hantz Financial Services, Inc. | 1 | $0 | 0.00% | +1 | New |
| MV Capital Management, Inc. | 1 | $87 | 0.00% | +1 | New |
| Cullen/Frost Bankers, Inc. | 3 | $259 | 0.00% | +3 | New |
| Highline Wealth Partners LLC | 4 | $345 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 4 | $345 | 0.00% | +4 | New |
| Kilter Group LLC | 4 | $346 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 5 | $432 | 0.00% | +5 | New |
| Godfrey Financial Associates, Inc. | 5 | $432 | 0.00% | +5 | New |
| Elyxium Wealth, LLC | 6 | $518 | 0.00% | +6 | New |
| Rhumbline Advisers | 7 | $604 | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 7 | $604 | 0.00% | +7 | New |
| Central Trust Co | 7 | $639 | 0.00% | +2+40.0% | Added |
| Private Wealth Asset Management, LLC | 10 | $863 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 11 | $949 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 11 | $950 | 0.00% | +11 | New |
| Rothschild Investment LLC | 14 | $1.23K | 0.00% | +14 | New |
| True Wealth Design, LLC | 15 | $1.29K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 15 | $1.29K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 16 | $1.38K | 0.00% | +16 | New |
| Wealth Watch Advisors, INC | 19 | $1.64K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 23 | $1.99K | 0.00% | +23 | New |
| Bare Financial Services, Inc | 24 | $2.07K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 25 | $2.16K | 0.00% | 00.0% | Unchanged |
| American National Bank | 31 | $2.68K | 0.00% | +31 | New |
| Bruce G. Allen Investments, LLC | 33 | $2.85K | 0.00% | −4−10.8% | Reduced |
| North Star Investment Management Corp. | 39 | $3.37K | 0.00% | +39 | New |
| Osbon Capital Management LLC | 45 | $3.88K | 0.00% | +45 | New |
| FNY Investment Advisers, LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 50 | $4.32K | 0.00% | −18−26.5% | Reduced |
| Grove Bank & Trust | 50 | $4.32K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 54 | $4.66K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 56 | $4.83K | 0.00% | +56 | New |
| Parkside Financial Bank & Trust | 61 | $5.26K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 62 | $5.35K | 0.00% | +62 | New |
| Brown, Lisle/Cummings, Inc. | 62 | $5.35K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 64 | $5.52K | 0.00% | +64 | New |
| SageView Advisory Group, LLC | 64 | $5.52K | 0.00% | +64 | New |
| Johnson Financial Group, Inc. | 75 | $6.47K | 0.00% | +75 | New |
| Navalign, LLC | 76 | $6.56K | 0.00% | +76 | New |
| Geneos Wealth Management Inc. | 86 | $7.42K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 91 | $7.86K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 93 | $8.05K | 0.00% | +93 | New |
| Umb Bank N A | 100 | $8.63K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 109 | $9.41K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 126 | $10.9K | 0.00% | +126 | New |
| Steigerwald, Gordon & Koch Inc. | 143 | $12.3K | 0.00% | +143 | New |
| Pinnacle Wealth Planning Services, Inc. | 155 | $13.4K | 0.00% | +155 | New |
| Fifth Third Bancorp | 161 | $13.9K | 0.00% | −15−8.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 212 | $18.4K | 0.00% | +91+75.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 250 | $21.6K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 261 | $22.5K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 286 | $24.7K | 0.00% | −15−5.0% | Reduced |
| Root Financial Partners, LLC | 293 | $25.3K | 0.00% | +137+87.8% | Added |
| McMillan Office, Inc. | 300 | $25.9K | 0.00% | +300 | New |
| WealthCollab, LLC | 347 | $29.9K | 0.01% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 353 | $30.5K | 0.02% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 362 | $31.2K | 0.01% | −98−21.3% | Reduced |
| Capital Analysts, LLC | 391 | $34.0K | 0.00% | +1+0.3% | Added |
| Northwestern Mutual Wealth Management Co | 404 | $34.9K | 0.00% | −107−20.9% | Reduced |
| Rockefeller Capital Management L.P. | 410 | $35.4K | 0.00% | −159−27.9% | Reduced |
| CIBC Private Wealth Group, LLC | 414 | $35.7K | 0.00% | −1,706−80.5% | Reduced |
| Winch Advisory Services, LLC | 425 | $36.7K | 0.01% | +2+0.5% | Added |
| Westside Investment Management, Inc. | 426 | $38.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 446 | $38.5K | 0.00% | −27−5.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 489 | $42.2K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 531 | $46.2K | 0.00% | +101+23.5% | Added |
| Measured Wealth Private Client Group, LLC | 600 | $51.8K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 630 | $54.4K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 653 | $56.3K | 0.00% | +442+209.5% | Added |
| Caitong International Asset Management Co., Ltd | 727 | $62.7K | 0.02% | +680+1,446.8% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 760 | $65.8K | 0.02% | +280+58.3% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 769 | $66.4K | 0.00% | +7+0.9% | Added |
| Spire Wealth Management | 769 | $66.4K | 0.00% | +41+5.6% | Added |
| Washington Trust Advisors, Inc. | 780 | $67.3K | 0.01% | 00.0% | Unchanged |
| Tacita Capital Inc | 856 | $74.0K | 0.04% | −78−8.4% | Reduced |
| SHP Wealth Management | 863 | $74.6K | 0.01% | +863 | New |
| BNP Paribas | 1,100 | $94.8K | 0.00% | −600−35.3% | Reduced |
| Cromwell Holdings LLC | 1,141 | $99.1K | 0.05% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,300 | $112.2K | 0.01% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 1,300 | $112.3K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,334 | $115.1K | 0.00% | −410−23.5% | Reduced |
| Jones Financial Companies LLLP | 1,347 | $116.3K | 0.00% | −45−3.2% | Reduced |
| Atlantic Union Bankshares Corp | 1,358 | $117.2K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,409 | $121.6K | 0.01% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 1,442 | $124.4K | 0.03% | +1,442 | New |
| Twin Tree Management, LP | 1,494 | $128.9K | 0.01% | −77,820−98.1% | Reduced |
| SRS Capital Advisors, Inc. | 1,560 | $134.7K | 0.00% | +663+73.9% | Added |
| Bryn Mawr Trust Co | 1,800 | $155.4K | 0.00% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 1,800 | $155.5K | 0.00% | +1,800 | New |
| Clearstead Advisors, LLC | 1,823 | $157.3K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,928 | $166.4K | 0.00% | −843−30.4% | Reduced |
| Allworth Financial LP | 2,004 | $173.0K | 0.00% | −252−11.2% | Reduced |
| Tower Research Capital LLC (TRC) | 2,208 | $190.6K | 0.00% | −1,417−39.1% | Reduced |
| Mirador Capital Partners LP | 2,322 | $200.4K | 0.03% | 00.0% | Unchanged |
| CWM, LLC | 2,367 | $204.0K | 0.00% | +77+3.4% | Added |
| Atomi Financial Group, Inc. | 2,509 | $216.6K | 0.01% | −10−0.4% | Reduced |
| Larry Mathis Financial Planning, LLC | 2,555 | $220.5K | 0.19% | +2,555 | New |
| Louisbourg Investments Inc. | 2,570 | $222.3K | 0.04% | −140−5.2% | Reduced |
| Credit Agricole S A | 2,615 | $225.7K | 0.00% | −66−2.5% | Reduced |
| Old Mission Capital LLC | 2,619 | $226.0K | 0.01% | +2,619 | New |