| Lazard Asset Management LLC | 4 | $0 | 0.00% | +4 | New |
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Caitlin John, LLC | 1 | $175 | 0.00% | −43−97.7% | Reduced |
| Rothschild Investment LLC | 1 | $177 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 1 | $177 | 0.00% | +1 | New |
| Ancora Advisors, LLC | 1 | $177 | 0.00% | +1 | New |
| First Personal Financial Services | 1 | $177 | 0.00% | +1 | New |
| Manchester Capital Management LLC | 2 | $354 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 2 | $365 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 3 | $517 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 4 | $706 | 0.00% | +4 | New |
| Claris Advisors, LLC | 4 | $706 | 0.00% | +4 | New |
| Delos Wealth Advisors, LLC | 4 | $741 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 5 | $880 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 5 | $883 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 6 | $1.06K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 7 | $1.24K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 7 | $1.24K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 7 | $1.24K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 7 | $1.24K | 0.00% | +1+16.7% | Added |
| Raffa Wealth Management, LLC | 8 | $1.41K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 8 | $1.41K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 11 | $1.94K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 11 | $1.94K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 11 | $1.94K | 0.00% | +11 | New |
| GW&K Investment Management, LLC | 9 | $2.00K | 0.00% | −4−30.8% | Reduced |
| Financial Management Professionals, Inc. | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 12 | $2.12K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 12 | $2.12K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $2.12K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 13 | $2.16K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 13 | $2.29K | 0.00% | +13 | New |
| Carolinas Wealth Consulting LLC | 14 | $2.34K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 14 | $2.47K | 0.00% | +14 | New |
| Capital Performance Advisors LLP | 14 | $2.47K | 0.00% | +14 | New |
| Dunhill Financial, LLC | 15 | $2.62K | 0.00% | +8+114.3% | Added |
| City State Bank | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 17 | $3.00K | 0.00% | +7+70.0% | Added |
| Quarry LP | 18 | $3.18K | 0.00% | −18−50.0% | Reduced |
| Investors Research Corp | 19 | $3.35K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 19 | $3.35K | 0.00% | +19 | New |
| Kiely Wealth Advisory Group, Inc. | 19 | $3.36K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 22 | $3.88K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 22 | $3.88K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 23 | $4.06K | 0.00% | +23 | New |
| Delta Asset Management LLC | 25 | $4.41K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 31 | $5.47K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 34 | $6.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 34 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 35 | $6.18K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 37 | $6.53K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 39 | $6.88K | 0.00% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 39 | $6.88K | 0.00% | +39 | New |
| Smithfield Trust Co | 40 | $7.00K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 41 | $7.24K | 0.00% | +2+5.1% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 41 | $7.28K | 0.00% | +41 | New |
| GeoWealth Management, LLC | 45 | $7.95K | 0.00% | −6−11.8% | Reduced |
| Farmers & Merchants Investments Inc | 49 | $8.65K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 49 | $8.65K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 49 | $8.65K | 0.02% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 50 | $8.83K | 0.00% | −530−91.4% | Reduced |
| MCF Advisors LLC | 50 | $8.83K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 50 | $8.90K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 52 | $9.18K | 0.00% | +52 | New |
| Private Wealth Management Group, LLC | 52 | $9.18K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 53 | $9.36K | 0.00% | +53 | New |
| Hemington Wealth Management | 55 | $10.0K | 0.00% | +55 | New |
| Prestige Wealth Management Group LLC | 59 | $10.4K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 66 | $11.7K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 70 | $12.4K | 0.00% | +57+438.5% | Added |
| Thompson Investment Management, Inc. | 80 | $14.1K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 94 | $16.6K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 95 | $16.8K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 96 | $16.9K | 0.00% | +6+6.7% | Added |
| Simplex Trading, LLC | 97 | $17.0K | 0.00% | +97 | New |
| New Age Alpha Advisors, LLC | 99 | $17.5K | 0.01% | +99 | New |
| Duncker Streett & Co Inc | 100 | $17.7K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 105 | $18.0K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 101 | $18.0K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 104 | $18.4K | 0.01% | −5−4.6% | Reduced |
| CVA Family Office, LLC | 108 | $19.1K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 108 | $19.1K | 0.00% | +39+56.5% | Added |
| Arrow Financial Corp | 120 | $21.2K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 120 | $21.2K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 118 | $21.2K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 126 | $22.2K | 0.00% | −3−2.3% | Reduced |
| Bokf, NA | 125 | $22.9K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 136 | $24.0K | 0.02% | +136 | New |
| Ogorek Anthony Joseph | 143 | $25.0K | 0.01% | +1+0.7% | Added |
| Bryn Mawr Trust Co | 147 | $26.0K | 0.00% | +147 | New |
| Transcendent Capital Group LLC | 149 | $26.3K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 157 | $27.7K | 0.00% | −58−27.0% | Reduced |
| Anchor Investment Management, LLC | 162 | $28.6K | 0.00% | +7+4.5% | Added |
| Tortoise Investment Management, LLC | 186 | $32.8K | 0.00% | +22+13.4% | Added |
| Global Trust Asset Management, LLC | 192 | $33.9K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 197 | $34.8K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 200 | $35.3K | 0.00% | −8−3.8% | Reduced |
| Capital Analysts, LLC | 206 | $36.0K | 0.00% | +1+0.5% | Added |
| Allworth Financial LP | 220 | $38.8K | 0.00% | 00.0% | Unchanged |