| Ogorek Anthony Joseph | 4 | $0 | 0.00% | +4 | New |
| Raleigh Capital Management Inc. | 0 | $14 | 0.00% | −40−100.0% | Reduced |
| TFC Financial Management | 1 | $137 | 0.00% | +1 | New |
| Legacy Bridge, LLC | 1 | $142 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 2 | $272 | 0.00% | +1+100.0% | Added |
| Bay Harbor Wealth Management, LLC | 2 | $272 | 0.00% | +2 | New |
| Continuum Advisory, LLC | 3 | $408 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $409 | 0.00% | +3 | New |
| Perkins Coie Trust Co | 4 | $544 | 0.00% | +4 | New |
| Chesapeake Asset Management LLC | 5 | $680 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 5 | $682 | 0.00% | +5 | New |
| Parkworth Wealth Management, Inc. | 6 | $816 | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 6 | $816 | 0.00% | +6 | New |
| Principia Wealth Advisory, LLC | 8 | $1.10K | 0.00% | +5+166.7% | Added |
| NVWM, LLC | 10 | $1.36K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 10 | $1.36K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $1.36K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 11 | $1.50K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 11 | $1.50K | 0.00% | +11 | New |
| Rakuten Securities, Inc. | 12 | $1.63K | 0.00% | −85−87.6% | Reduced |
| WealthTrak Capital Management LLC | 12 | $1.63K | 0.00% | +5+71.4% | Added |
| Rialto Wealth Management, LLC | 14 | $1.91K | 0.00% | +14 | New |
| Cornerstone Planning Group LLC | 14 | $1.94K | 0.00% | +8+133.3% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 15 | $2.04K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 16 | $2.18K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 18 | $2.45K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 18 | $2.45K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 19 | $2.59K | 0.00% | 00.0% | Unchanged |
| City State Bank | 20 | $2.72K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 20 | $2.72K | 0.00% | +20 | New |
| Dunhill Financial, LLC | 20 | $2.75K | 0.00% | +4+25.0% | Added |
| Glen Eagle Advisors, LLC | 21 | $2.86K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 21 | $2.86K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 22 | $2.99K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 26 | $3.54K | 0.00% | +16+160.0% | Added |
| Kestra Investment Management, LLC | 27 | $3.67K | 0.00% | −83−75.5% | Reduced |
| Global Financial Private Client, LLC | 27 | $3.67K | 0.00% | +19+237.5% | Added |
| Avion Wealth | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 30 | $4.08K | 0.00% | +30 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 30 | $4.08K | 0.00% | +30 | New |
| SJS Investment Consulting Inc. | 30 | $4.08K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 31 | $4.23K | 0.00% | −25−44.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 35 | $4.76K | 0.00% | +1+2.9% | Added |
| Cape Investment Advisory, Inc. | 37 | $5.04K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 39 | $5.31K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 42 | $5.74K | 0.00% | +5+13.5% | Added |
| Saudi Central Bank | 44 | $5.99K | 0.03% | +44 | New |
| WealthCollab, LLC | 46 | $6.26K | 0.00% | +5+12.2% | Added |
| South State Corp. | 46 | $6.26K | 0.00% | +46 | New |
| Clark Wealth Partners | 50 | $6.80K | 0.01% | +44+733.3% | Added |
| Perritt Capital Management Inc | 50 | $6.80K | 0.00% | +50 | New |
| GW&K Investment Management, LLC | 50 | $7.00K | 0.00% | +22+78.6% | Added |
| Sierra Ocean, LLC | 54 | $7.35K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 56 | $7.62K | 0.00% | +54+2,700.0% | Added |
| BankPlus Trust Department | 59 | $8.03K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 60 | $8.16K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 63 | $8.57K | 0.00% | +60+2,000.0% | Added |
| Cherry Tree Wealth Management, LLC | 63 | $8.57K | 0.00% | 00.0% | Unchanged |
| Atala Financial Inc | 64 | $8.71K | 0.01% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 65 | $8.85K | 0.01% | +65 | New |
| Rise Advisors, LLC | 65 | $8.90K | 0.00% | −84−56.4% | Reduced |
| Atlantic Trust, LLC | 69 | $9.39K | 0.00% | +69 | New |
| Ancora Advisors, LLC | 73 | $9.93K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 80 | $10.9K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 80 | $10.9K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 86 | $11.7K | 0.00% | −1−1.1% | Reduced |
| Whipplewood Advisors, LLC | 12 | $11.8K | 0.01% | −77−86.5% | Reduced |
| Key Financial Inc | 87 | $11.8K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 88 | $12.0K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 90 | $12.2K | 0.00% | +90 | New |
| UMA Financial Services, Inc. | 97 | $13.2K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 98 | $13.3K | 0.00% | 00.0% | Unchanged |
| Graybill Bartz & Assoc Ltd | 100 | $13.6K | 0.00% | +100 | New |
| Assetmark, Inc | 107 | $14.6K | 0.00% | −12−10.1% | Reduced |
| Colonial Trust Co | 110 | $15.0K | 0.00% | −45−29.0% | Reduced |
| WPG Advisers, LLC | 124 | $16.9K | 0.02% | +57+85.1% | Added |
| Whittier Trust Co of Nevada Inc | 125 | $17.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 130 | $18.0K | 0.00% | +130 | New |
| JFS Wealth Advisors, LLC | 137 | $18.6K | 0.00% | +2+1.5% | Added |
| Private Trust Co NA | 143 | $19.5K | 0.00% | +25+21.2% | Added |
| Private Wealth Management Group, LLC | 144 | $19.6K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 147 | $20.0K | 0.00% | +7+5.0% | Added |
| Sittner & Nelson, LLC | 150 | $20.4K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 159 | $21.6K | 0.00% | −1,681−91.4% | Reduced |
| Financial Management Professionals, Inc. | 167 | $22.7K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 169 | $23.0K | 0.00% | −20−10.6% | Reduced |
| Zions Bancorporation, National Association | 169 | $23.0K | 0.00% | +169 | New |
| Eastern Bank | 183 | $24.9K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 194 | $26.4K | 0.00% | +194 | New |
| Community Bank, N.A. | 200 | $27.2K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 200 | $27.2K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 200 | $27.2K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 200 | $27.2K | 0.00% | +200 | New |
| Nemes Rush Group LLC | 200 | $27.2K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 202 | $27.5K | 0.02% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 204 | $27.8K | 0.03% | 00.0% | Unchanged |
| Activest Wealth Management | 211 | $28.7K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 211 | $28.7K | 0.00% | −311−59.6% | Reduced |
| Harbor Capital Advisors, Inc. | 221 | $30.0K | 0.00% | +116+110.5% | Added |
| Deseret Mutual Benefit Administrators | 223 | $30.3K | 0.02% | 00.0% | Unchanged |