| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | −54−98.2% | Reduced |
| Avion Wealth | 8 | $0 | 0.00% | +8 | New |
| Huntington National Bank | 1 | $52 | 0.00% | −9−90.0% | Reduced |
| WPG Advisers, LLC | 1 | $52 | 0.00% | −6−85.7% | Reduced |
| Hughes Financial Services, LLC | 1 | $52 | 0.00% | −5−83.3% | Reduced |
| Godfrey Financial Associates, Inc. | 1 | $52 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 1 | $52 | 0.00% | +1 | New |
| Grove Bank & Trust | 2 | $103 | 0.00% | −257−99.2% | Reduced |
| Ronald Blue Trust, Inc. | 2 | $103 | 0.00% | +2 | New |
| Retirement Wealth Solutions LLC | 2 | $104 | 0.00% | −6−75.0% | Reduced |
| Advocate Investing Services LLC | 4 | $206 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 4 | $206 | 0.00% | +4 | New |
| CoreCap Advisors, LLC | 4 | $206 | 0.00% | +4 | New |
| Stone House Investment Management, LLC | 6 | $309 | 0.00% | −9−60.0% | Reduced |
| SWAN Capital LLC | 6 | $309 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 6 | $309 | 0.00% | +1+20.0% | Added |
| MV Capital Management, Inc. | 7 | $362 | 0.00% | −2−22.2% | Reduced |
| Abound Wealth Management | 7 | $362 | 0.00% | −1−12.5% | Reduced |
| Root Financial Partners, LLC | 8 | $413 | 0.00% | +8 | New |
| TD Private Client Wealth LLC | 9 | $464 | 0.00% | −15−62.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 9 | $464 | 0.00% | −6−40.0% | Reduced |
| Tidemark, LLC | 10 | $516 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 10 | $516 | 0.00% | +5+100.0% | Added |
| Gill Capital Partners, LLC | 11 | $567 | 0.00% | +11 | New |
| Manchester Capital Management LLC | 11 | $568 | 0.00% | +10+1,000.0% | Added |
| Innovative Asset Advisors Group, LLC | 12 | $619 | 0.00% | +12 | New |
| International Assets Investment Management, LLC | 15 | $805 | 0.00% | −11−42.3% | Reduced |
| Golden State Wealth Management, LLC | 17 | $877 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 17 | $877 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 18 | $928 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 19 | $981 | 0.00% | +19 | New |
| UMA Financial Services, Inc. | 20 | $1.03K | 0.00% | +20 | New |
| Sunbelt Securities, Inc. | 22 | $1.14K | 0.00% | +22 | New |
| Sawyer & Company, Inc | 24 | $1.24K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 29 | $1.50K | 0.00% | +25+625.0% | Added |
| Northwestern Mutual Wealth Management Co | 29 | $1.50K | 0.00% | +29 | New |
| SHP Wealth Management | 31 | $1.60K | 0.00% | +28+933.3% | Added |
| SBI Securities Co., Ltd. | 34 | $1.75K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 36 | $1.86K | 0.00% | +36 | New |
| Birchwood Financial Partners, Inc. | 40 | $2.06K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 43 | $2.22K | 0.00% | +10+30.3% | Added |
| Twin Peaks Wealth Advisors, LLC | 46 | $2.37K | 0.00% | +46 | New |
| Bare Financial Services, Inc | 49 | $2.53K | 0.00% | +17+53.1% | Added |
| Parkside Financial Bank & Trust | 49 | $2.53K | 0.00% | −8−14.0% | Reduced |
| HighMark Wealth Management LLC | 50 | $2.58K | 0.00% | +20+66.7% | Added |
| SJS Investment Consulting Inc. | 65 | $3.35K | 0.00% | +65 | New |
| Owl Creek Wealth Partners LLC | 70 | $3.61K | 0.00% | +70 | New |
| Private Wealth Management Group, LLC | 71 | $3.66K | 0.00% | +49+222.7% | Added |
| IFP Advisors, Inc | 72 | $3.71K | 0.00% | +72 | New |
| Federated Hermes, Inc. | 91 | $4.69K | 0.00% | +91 | New |
| Quent Capital, LLC | 94 | $4.85K | 0.00% | +94 | New |
| Asset Dedication, LLC | 100 | $5.16K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 116 | $5.98K | 0.00% | +8+7.4% | Added |
| Quintet Private Bank (Europe) S.A. | 125 | $6.45K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 138 | $7.12K | 0.00% | +94+213.6% | Added |
| Smartleaf Asset Management LLC | 147 | $7.42K | 0.00% | −302−67.3% | Reduced |
| Umb Bank N A | 145 | $7.48K | 0.00% | −38−20.8% | Reduced |
| True Wealth Design, LLC | 159 | $8.20K | 0.00% | +159 | New |
| Covestor Ltd | 180 | $10.0K | 0.01% | −2,497−93.3% | Reduced |
| Advisors Asset Management, Inc. | 196 | $10.1K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 200 | $10.3K | 0.00% | +84+72.4% | Added |
| Essential Partners LLC | 200 | $10.3K | 0.00% | +200 | New |
| Sterling Capital Management LLC | 204 | $10.5K | 0.00% | +10+5.2% | Added |
| Harbour Investments, Inc. | 208 | $10.7K | 0.00% | +16+8.3% | Added |
| CX Institutional | 221 | $11.0K | 0.00% | +221 | New |
| Salomon & Ludwin, LLC | 250 | $13.7K | 0.00% | −43−14.7% | Reduced |
| RWM Asset Management, LLC | 295 | $15.2K | 0.00% | +295 | New |
| Pittenger & Anderson Inc | 300 | $15.5K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 338 | $17.4K | 0.00% | +338 | New |
| Advisory Services Network, LLC | 365 | $18.8K | 0.00% | +365 | New |
| Quadrant Capital Group LLC | 423 | $21.8K | 0.00% | +200+89.7% | Added |
| Farther Finance Advisors, LLC | 439 | $23.5K | 0.00% | −1,509−77.5% | Reduced |
| Signaturefd, LLC | 482 | $24.9K | 0.00% | +272+129.5% | Added |
| Hantz Financial Services, Inc. | 498 | $26.0K | 0.00% | −187−27.3% | Reduced |
| Allworth Financial LP | 527 | $27.2K | 0.00% | +305+137.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 543 | $28.0K | 0.00% | +148+37.5% | Added |
| Nisa Investment Advisors, LLC | 564 | $29.1K | 0.00% | +309+121.2% | Added |
| Tower Research Capital LLC (TRC) | 601 | $31.0K | 0.00% | +510+560.4% | Added |
| EverSource Wealth Advisors, LLC | 632 | $32.6K | 0.00% | +580+1,115.4% | Added |
| GAMMA Investing LLC | 660 | $34.0K | 0.00% | −296−31.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 670 | $34.6K | 0.00% | +52+8.4% | Added |
| STRS Ohio | 685 | $35.3K | 0.00% | +37+5.7% | Added |
| Quarry LP | 724 | $37.3K | 0.01% | +80+12.4% | Added |
| Parallel Advisors, LLC | 729 | $37.6K | 0.00% | +14+2.0% | Added |
| Rothschild Investment LLC | 799 | $41.2K | 0.00% | +795+19,875.0% | Added |
| KBC Group NV | 895 | $46.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,009 | $52.0K | 0.00% | −1,026−50.4% | Reduced |
| Eurizon Capital SGR S.p.A. | 1,038 | $52.6K | 0.00% | +234+29.1% | Added |
| MAI Capital Management | 1,020 | $52.6K | 0.00% | +700+218.8% | Added |
| Group One Trading, L.P. | 1,160 | $59.8K | 0.00% | −693−37.4% | Reduced |
| Caitong International Asset Management Co., Ltd | 1,213 | $62.6K | 0.01% | −3,020−71.3% | Reduced |
| State of Wyoming | 1,343 | $69.3K | 0.01% | +612+83.7% | Added |
| New Age Alpha Advisors, LLC | 1,465 | $75.6K | 0.00% | −48−3.2% | Reduced |
| Bessemer Group Inc | 1,615 | $83.0K | 0.00% | −4,092−71.7% | Reduced |
| Ensign Peak Advisors, Inc | 1,677 | $86.5K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,776 | $89.0K | 0.00% | −1,749−49.6% | Reduced |
| MetLife Investment Management | 1,762 | $90.9K | 0.00% | +15+0.9% | Added |
| Natixis | 2,033 | $104.9K | 0.00% | +2,033 | New |
| Rockefeller Capital Management L.P. | 2,105 | $108.6K | 0.00% | −3,607−63.1% | Reduced |
| US Bancorp | 2,303 | $118.8K | 0.00% | −863−27.3% | Reduced |
