| Red Tortoise LLC | 0 | $73 | 0.00% | −8−100.0% | Reduced |
| Principia Wealth Advisory, LLC | 1 | $223 | 0.00% | −1−50.0% | Reduced |
| Bokf, NA | 1 | $248 | 0.00% | −609−99.8% | Reduced |
| WealthTrak Capital Management LLC | 1 | $248 | 0.00% | −1−50.0% | Reduced |
| Hexagon Capital Partners LLC | 1 | $248 | 0.00% | +1 | New |
| Private Wealth Asset Management, LLC | 1 | $248 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $248 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 2 | $492 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 2 | $495 | 0.00% | +2 | New |
| Parkworth Wealth Management, Inc. | 2 | $496 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2 | $496 | 0.00% | +1+100.0% | Added |
| TFC Financial Management | 3 | $744 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 3 | $744 | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 3 | $744 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 3 | $744 | 0.00% | +3 | New |
| Financial Network Wealth Advisors LLC | 3 | $744 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 3 | $818 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 4 | $992 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 4 | $992 | 0.00% | +4 | New |
| N.E.W. Advisory Services LLC | 4 | $992 | 0.00% | +4 | New |
| Cromwell Holdings LLC | 4 | $992 | 0.00% | +4 | New |
| Simplex Trading, LLC | 8 | $1.00K | 0.00% | +8 | New |
| AdvisorNet Financial, Inc | 5 | $1.24K | 0.00% | +3+150.0% | Added |
| First Command Advisory Services, Inc. | 5 | $1.24K | 0.00% | +5 | New |
| True Wealth Design, LLC | 5 | $1.24K | 0.00% | +5 | New |
| Rakuten Securities, Inc. | 6 | $1.49K | 0.00% | +6 | New |
| Rialto Wealth Management, LLC | 6 | $1.49K | 0.00% | +6 | New |
| Harbor Investment Advisory, LLC | 7 | $1.74K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 7 | $1.74K | 0.00% | 00.0% | Unchanged |
| Motco | 7 | $1.74K | 0.00% | +7 | New |
| CVA Family Office, LLC | 8 | $1.98K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 19 | $1.98K | 0.00% | +11+137.5% | Added |
| Hantz Financial Services, Inc. | 10 | $2.00K | 0.00% | +10 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 7 | $2.00K | 0.00% | +7 | New |
| Larson Financial Group LLC | 9 | $2.23K | 0.00% | −44−83.0% | Reduced |
| West Paces Advisors Inc. | 9 | $2.23K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 10 | $2.48K | 0.00% | +1+11.1% | Added |
| Cornerstone Planning Group LLC | 12 | $2.63K | 0.00% | +9+300.0% | Added |
| Spire Wealth Management | 11 | $2.73K | 0.00% | +1+10.0% | Added |
| NewSquare Capital LLC | 11 | $2.73K | 0.00% | +9+450.0% | Added |
| SJS Investment Consulting Inc. | 11 | $2.73K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 13 | $2.92K | 0.00% | +13 | New |
| DiNuzzo Private Wealth, Inc. | 12 | $2.98K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 12 | $2.98K | 0.00% | +6+100.0% | Added |
| Ogorek Anthony Joseph | 13 | $3.00K | 0.00% | +13 | New |
| Sierra Ocean, LLC | 13 | $3.22K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 13 | $3.22K | 0.00% | +9+225.0% | Added |
| Grove Bank & Trust | 14 | $3.47K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 18 | $4.43K | 0.00% | +18 | New |
| High Note Wealth, LLC | 20 | $4.96K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 26 | $6.45K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 27 | $6.69K | 0.00% | +27 | New |
| Optiver Holding B.V. | 27 | $6.69K | 0.00% | +27 | New |
| Fortitude Family Office, LLC | 28 | $6.94K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 30 | $7.44K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 30 | $7.44K | 0.00% | +5+20.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 31 | $7.68K | 0.00% | +31 | New |
| Bell Investment Advisors, Inc | 31 | $7.69K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 35 | $8.68K | 0.00% | +15+75.0% | Added |
| Frazier Financial Advisors, LLC | 36 | $8.93K | 0.01% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 40 | $9.92K | 0.01% | +40 | New |
| GW&K Investment Management, LLC | 41 | $10.0K | 0.00% | +2+5.1% | Added |
| WPG Advisers, LLC | 44 | $10.9K | 0.01% | +15+51.7% | Added |
| JFS Wealth Advisors, LLC | 45 | $11.2K | 0.00% | +1+2.3% | Added |
| Mather Group, LLC. | 49 | $12.1K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 49 | $12.1K | 0.00% | +16+48.5% | Added |
| Harbour Investments, Inc. | 59 | $14.6K | 0.00% | +59 | New |
| Global Trust Asset Management, LLC | 60 | $14.9K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 60 | $14.9K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 60 | $14.9K | 0.01% | +46+328.6% | Added |
| Matrix Trust Co | 71 | $18.0K | 0.00% | +71 | New |
| Pinnacle Financial Partners Inc | 77 | $19.5K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 79 | $19.6K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 81 | $20.1K | 0.00% | +53+189.3% | Added |
| Cullen/Frost Bankers, Inc. | 84 | $20.8K | 0.00% | −166−66.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 84 | $20.8K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 87 | $21.6K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 91 | $22.6K | 0.01% | −63−40.9% | Reduced |
| TSFG, LLC | 94 | $23.0K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 95 | $23.0K | 0.00% | +18+23.4% | Added |
| Washington Trust Advisors, Inc. | 93 | $23.2K | 0.00% | +5+5.7% | Added |
| Quent Capital, LLC | 103 | $25.5K | 0.00% | −1−1.0% | Reduced |
| Caitong International Asset Management Co., Ltd | 111 | $27.5K | 0.02% | −215−66.0% | Reduced |
| Private Trust Co NA | 123 | $30.5K | 0.00% | +17+16.0% | Added |
| Smartleaf Asset Management LLC | 126 | $31.0K | 0.00% | −11−8.0% | Reduced |
| GWM Advisors LLC | 131 | $32.5K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 131 | $32.5K | 0.00% | +14+12.0% | Added |
| Deseret Mutual Benefit Administrators | 149 | $36.9K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 154 | $38.2K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 154 | $38.2K | 0.00% | +154 | New |
| Western Pacific Wealth Management, LP | 167 | $41.4K | 0.04% | +167 | New |
| CIBC Private Wealth Group, LLC | 200 | $41.6K | 0.00% | −50−20.0% | Reduced |
| Close Asset Management Ltd | 170 | $42.0K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 178 | $44.1K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 176 | $44.6K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 180 | $44.6K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 185 | $45.9K | 0.00% | +50+37.0% | Added |
| Allworth Financial LP | 206 | $46.4K | 0.00% | +25+13.8% | Added |
| Huntington National Bank | 187 | $46.4K | 0.00% | +17+10.0% | Added |
| Massmutual Trust Co FSB | 201 | $49.8K | 0.00% | +7+3.6% | Added |