| IMA Wealth, Inc. | 1 | $289 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1 | $289 | 0.00% | +1 | New |
| West Paces Advisors Inc. | 1 | $289 | 0.00% | +1 | New |
| Compass Financial Management LLC | 1 | $289 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $290 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1 | $290 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 1 | $290 | 0.00% | +1 | New |
| Tidemark, LLC | 2 | $579 | 0.00% | 00.0% | Unchanged |
| Motco | 2 | $579 | 0.00% | +2 | New |
| Sachetta, LLC | 2 | $579 | 0.00% | +2 | New |
| Davis Capital Management | 3 | $868 | 0.00% | +1+50.0% | Added |
| SBI Securities Co., Ltd. | 3 | $868 | 0.00% | +2+200.0% | Added |
| N.E.W. Advisory Services LLC | 3 | $868 | 0.00% | +3 | New |
| Mosley Wealth Management | 3 | $868 | 0.00% | +3 | New |
| Financial Network Wealth Advisors LLC | 3 | $868 | 0.00% | +3 | New |
| Seneschal Advisors, LLC | 3 | $869 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 3 | $869 | 0.00% | +3 | New |
| Breakwater Investment Management | 3 | $869 | 0.00% | +3 | New |
| DecisionPoint Financial, LLC | 3 | $871 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 3 | $933 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Marquette Asset Management, LLC | 4 | $1.16K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 4 | $1.16K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 4 | $1.16K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 4 | $1.16K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 4 | $1.16K | 0.00% | +4 | New |
| First Horizon Corp | 5 | $1.45K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 5 | $1.45K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 5 | $1.45K | 0.00% | +5 | New |
| Silver Grove Financial Group, Inc. | 5 | $1.45K | 0.00% | +5 | New |
| Planning Strategies Inc. | 5 | $1.45K | 0.00% | +5 | New |
| Chesapeake Asset Management LLC | 6 | $1.74K | 0.00% | +6 | New |
| Brown, Lisle/Cummings, Inc. | 6 | $1.74K | 0.00% | −1−14.3% | Reduced |
| Financial Consulate, Inc | 6 | $1.74K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 6 | $1.74K | 0.00% | 00.0% | Unchanged |
| Networth Advisors, LLC | 6 | $1.74K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 6 | $1.74K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 6 | $1.74K | 0.00% | +5+500.0% | Added |
| WestEnd Advisors, LLC | 6 | $1.74K | 0.00% | +6 | New |
| Caitong International Asset Management Co., Ltd | 6 | $1.74K | 0.00% | +6 | New |
| Provenance Wealth Advisors, LLC | 6 | $1.74K | 0.00% | +6 | New |
| Penserra Capital Management LLC | 9 | $2.00K | 0.00% | +3+50.0% | Added |
| SHP Wealth Management | 7 | $2.03K | 0.00% | +4+133.3% | Added |
| BOK Financial Private Wealth, Inc. | 7 | $2.03K | 0.00% | +7 | New |
| Continuum Advisory, LLC | 8 | $2.31K | 0.00% | +8 | New |
| Park Place Capital Corp | 8 | $2.31K | 0.00% | +8 | New |
| Kingdom Financial Group LLC. | 8 | $2.38K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 10 | $2.89K | 0.01% | −71−87.7% | Reduced |
| Grove Bank & Trust | 10 | $2.89K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 10 | $2.89K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 10 | $2.89K | 0.00% | +10 | New |
| William B. Walkup & Associates, Inc. | 12 | $3.47K | 0.00% | +12 | New |
| HFM Investment Advisors, LLC | 12 | $3.47K | 0.00% | +6+100.0% | Added |
| Arlington Trust Co LLC | 14 | $4.05K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 14 | $4.05K | 0.00% | +1+7.7% | Added |
| Prestige Wealth Management Group LLC | 15 | $4.34K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 15 | $4.34K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 15 | $4.34K | 0.00% | +2+15.4% | Added |
| DT Investment Partners, LLC | 16 | $4.63K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 16 | $4.63K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 16 | $4.63K | 0.00% | +16 | New |
| NBC Securities, Inc. | 17 | $4.92K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 17 | $4.92K | 0.00% | +1+6.3% | Added |
| Clear Street Markets LLC | 17 | $4.92K | 0.00% | +5+41.7% | Added |
| Bay Harbor Wealth Management, LLC | 18 | $5.21K | 0.00% | +3+20.0% | Added |
| American Capital Advisory, LLC | 18 | $5.21K | 0.00% | +12+200.0% | Added |
| Cornerstone Planning Group LLC | 19 | $5.56K | 0.00% | −1−5.0% | Reduced |
| Harbor Investment Advisory, LLC | 21 | $6.08K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 21 | $6.08K | 0.00% | +2+10.5% | Added |
| Rossby Financial, LCC | 22 | $6.37K | 0.00% | +3+15.8% | Added |
| Accent Capital Management, LLC | 22 | $6.37K | 0.00% | +22 | New |
| Rialto Wealth Management, LLC | 22 | $6.37K | 0.00% | +9+69.2% | Added |
| Tounjian Advisory Partners, LLC | 23 | $6.55K | 0.00% | +23 | New |
| Creative Capital Management Investments LLC | 23 | $6.66K | 0.00% | +23 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 25 | $7.24K | 0.00% | −110−81.5% | Reduced |
| Leonteq Securities AG | 25 | $7.24K | 0.00% | −71−74.0% | Reduced |
| Medallion Wealth Advisors, LLC | 25 | $7.24K | 0.00% | +25 | New |
| Ogorek Anthony Joseph | 31 | $8.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 30 | $8.68K | 0.00% | 00.0% | Unchanged |
| City State Bank | 30 | $8.68K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 30 | $8.68K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 31 | $8.97K | 0.00% | +10+47.6% | Added |
| Asset Dedication, LLC | 31 | $8.97K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 32 | $9.26K | 0.00% | +32 | New |
| Torren Management, LLC | 33 | $9.63K | 0.00% | +1+3.1% | Added |
| Action Point Financial Planning, LLC | 36 | $10.1K | 0.00% | +36 | New |
| GFS Advisors, LLC | 267,700 | $10.1K | 0.00% | +267,700 | New |
| Moisand Fitzgerald Tamayo, LLC | 35 | $10.1K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 37 | $10.7K | 0.01% | +4+12.1% | Added |
| Valued Wealth Advisors LLC | 37 | $10.7K | 0.00% | +16+76.2% | Added |
| Frazier Financial Advisors, LLC | 39 | $11.3K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 40 | $11.6K | 0.00% | +28+233.3% | Added |
| Webster Bank, N. A. | 41 | $11.9K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 41 | $11.9K | 0.00% | +2+5.1% | Added |
| Bell Investment Advisors, Inc | 42 | $12.2K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 43 | $12.4K | 0.00% | −413−90.6% | Reduced |
| WPG Advisers, LLC | 43 | $12.4K | 0.01% | −22−33.8% | Reduced |
| Highline Wealth Partners LLC | 43 | $12.4K | 0.00% | +21+95.5% | Added |
| Capital Advisors, Ltd. LLC | 46 | $13.0K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 45 | $13.0K | 0.00% | +45 | New |