| Avion Wealth | 6 | $0 | 0.00% | +3+100.0% | Added |
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Cornerstone Planning Group LLC | 2 | $328 | 0.00% | +2 | New |
| Manchester Capital Management LLC | 2 | $333 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 3 | $498 | 0.00% | 00.0% | Unchanged |
| Lynx Investment Advisory | 3 | $498 | 0.00% | +3 | New |
| Johnson Financial Group, Inc. | 4 | $665 | 0.00% | +4 | New |
| Delos Wealth Advisors, LLC | 4 | $695 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 5 | $830 | 0.00% | −20−80.0% | Reduced |
| Rakuten Securities, Inc. | 5 | $830 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 5 | $830 | 0.00% | +5 | New |
| Raleigh Capital Management Inc. | 6 | $996 | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 6 | $996 | 0.00% | +6 | New |
| Dunhill Financial, LLC | 7 | $1.15K | 0.00% | +2+40.0% | Added |
| Longfellow Investment Management Co LLC | 7 | $1.16K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 7 | $1.16K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 7 | $1.16K | 0.00% | +7 | New |
| Asset Dedication, LLC | 7 | $1.16K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 8 | $1.33K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 8 | $1.33K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 10 | $1.66K | 0.00% | +5+100.0% | Added |
| Iron Horse Wealth Management, LLC | 11 | $1.83K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 11 | $1.83K | 0.00% | +11 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 11 | $1.83K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 12 | $1.99K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 12 | $1.99K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $1.99K | 0.00% | +2+20.0% | Added |
| GW&K Investment Management, LLC | 13 | $2.00K | 0.00% | +4+44.4% | Added |
| Financial Management Professionals, Inc. | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 13 | $2.16K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 13 | $2.16K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 14 | $2.19K | 0.00% | +1+7.7% | Added |
| City State Bank | 17 | $2.82K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 17 | $2.82K | 0.00% | +17 | New |
| VitalStone Financial, LLC | 18 | $2.99K | 0.00% | −42−70.0% | Reduced |
| Ashton Thomas Private Wealth, LLC | 18 | $2.99K | 0.00% | +18 | New |
| Investors Research Corp | 19 | $3.15K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 19 | $3.16K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 20 | $3.32K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 22 | $3.65K | 0.00% | −15−40.5% | Reduced |
| Salem Investment Counselors Inc | 22 | $3.65K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 24 | $3.98K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 25 | $4.15K | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 27 | $4.48K | 0.00% | +27 | New |
| Oakworth Capital, Inc. | 27 | $4.48K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 31 | $5.15K | 0.00% | +31 | New |
| Stuart Chaussee & Associates, Inc. | 34 | $5.64K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 34 | $5.64K | 0.00% | +3+9.7% | Added |
| Bell Investment Advisors, Inc | 35 | $5.81K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 36 | $5.98K | 0.00% | −38−51.4% | Reduced |
| C M Bidwell & Associates Ltd | 37 | $6.14K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 39 | $6.47K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 39 | $6.47K | 0.00% | +39 | New |
| Smithfield Trust Co | 40 | $7.00K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 44 | $7.37K | 0.01% | −2,643−98.4% | Reduced |
| Farmers & Merchants Investments Inc | 49 | $8.13K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 49 | $8.13K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 49 | $8.13K | 0.02% | 00.0% | Unchanged |
| MCF Advisors LLC | 50 | $8.30K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 50 | $8.37K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 51 | $8.47K | 0.00% | +7+15.9% | Added |
| Private Wealth Management Group, LLC | 52 | $8.63K | 0.00% | +34+188.9% | Added |
| National Pension Service | 55 | $9.13K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 59 | $9.80K | 0.00% | −17−22.4% | Reduced |
| Cherry Tree Wealth Management, LLC | 66 | $11.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 69 | $11.5K | 0.00% | −26−27.4% | Reduced |
| Opal Wealth Advisors, LLC | 75 | $12.5K | 0.00% | +75 | New |
| Thompson Investment Management, Inc. | 80 | $13.3K | 0.00% | −28−25.9% | Reduced |
| Versant Capital Management, Inc | 90 | $14.9K | 0.00% | +7+8.4% | Added |
| JFS Wealth Advisors, LLC | 94 | $15.6K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 95 | $15.8K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 100 | $16.0K | 0.01% | +100 | New |
| Duncker Streett & Co Inc | 100 | $16.6K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $16.6K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 105 | $17.0K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 101 | $17.0K | 0.01% | −1−1.0% | Reduced |
| CVA Family Office, LLC | 108 | $17.9K | 0.00% | +17+18.7% | Added |
| Park Place Capital Corp | 109 | $18.1K | 0.01% | −5−4.4% | Reduced |
| TD Waterhouse Canada Inc. | 118 | $19.3K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 120 | $19.9K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 120 | $19.9K | 0.01% | +120 | New |
| Bokf, NA | 125 | $20.8K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 129 | $21.4K | 0.00% | +44+51.8% | Added |
| Ogorek Anthony Joseph | 142 | $23.0K | 0.01% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 149 | $24.7K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 155 | $25.7K | 0.00% | −60−27.9% | Reduced |
| Tortoise Investment Management, LLC | 164 | $27.2K | 0.00% | +71+76.3% | Added |
| Global Trust Asset Management, LLC | 192 | $31.9K | 0.01% | −9−4.5% | Reduced |
| SJS Investment Consulting Inc. | 197 | $32.7K | 0.01% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 200 | $33.2K | 0.01% | −4,100−95.3% | Reduced |
| Capital Analysts, LLC | 205 | $34.0K | 0.00% | +1+0.5% | Added |
| Colonial Trust Co | 205 | $34.0K | 0.01% | +8+4.1% | Added |
| Harbour Investments, Inc. | 208 | $34.6K | 0.00% | 00.0% | Unchanged |
| Cypress Capital, LLC | 213 | $35.4K | 0.01% | +213 | New |
| Private Trust Co NA | 215 | $35.7K | 0.00% | +23+12.0% | Added |
| Allworth Financial LP | 220 | $36.5K | 0.00% | +50+29.4% | Added |
| Quent Capital, LLC | 223 | $37.1K | 0.00% | +1+0.5% | Added |
| Ronald Blue Trust, Inc. | 224 | $38.9K | 0.00% | +134+148.9% | Added |
| Capital Advisors, Ltd. LLC | 247 | $41.0K | 0.01% | +9+3.8% | Added |
| PEAK6 Investments LLC | 276 | $45.8K | 0.00% | +276 | New |