| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 0 | $69 | 0.00% | −81−100.0% | Reduced |
| Turning Point Benefit Group, Inc. | 1 | $257 | 0.00% | +1 | New |
| AdvisorNet Financial, Inc | 1 | $259 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1 | $259 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $259 | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 1 | $259 | 0.00% | +1 | New |
| North Capital, Inc. | 1 | $259 | 0.00% | +1 | New |
| Manchester Capital Management LLC | 1 | $260 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1 | $260 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2 | $518 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $518 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 2 | $518 | 0.00% | +2 | New |
| Kilter Group LLC | 2 | $519 | 0.00% | −4−66.7% | Reduced |
| MV Capital Management, Inc. | 2 | $519 | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 2 | $519 | 0.00% | +2 | New |
| Hughes Financial Services, LLC | 3 | $739 | 0.00% | 00.0% | Unchanged |
| S&T Bank | 3 | $777 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $777 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 3 | $777 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 3 | $778 | 0.00% | −18−85.7% | Reduced |
| South State Corp. | 3 | $778 | 0.00% | −3−50.0% | Reduced |
| Cromwell Holdings LLC | 3 | $778 | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 7 | $1.00K | 0.00% | +7 | New |
| Tortoise Investment Management, LLC | 4 | $1.04K | 0.00% | +1+33.3% | Added |
| Quest 10 Wealth Builders, Inc. | 4 | $1.04K | 0.00% | +4 | New |
| Caitong International Asset Management Co., Ltd | 5 | $1.29K | 0.00% | −113−95.8% | Reduced |
| Principia Wealth Advisory, LLC | 5 | $1.29K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 5 | $1.30K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $1.56K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 7 | $1.81K | 0.00% | +1+16.7% | Added |
| Sunbelt Securities, Inc. | 7 | $1.81K | 0.00% | +7 | New |
| Rialto Wealth Management, LLC | 7 | $1.81K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 8 | $2.07K | 0.00% | +8 | New |
| High Note Wealth, LLC | 9 | $2.33K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 9 | $2.33K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 9 | $2.33K | 0.00% | +6+200.0% | Added |
| Montag A & Associates Inc | 9 | $2.38K | 0.00% | +3+50.0% | Added |
| Bruce G. Allen Investments, LLC | 10 | $2.59K | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 10 | $2.59K | 0.05% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 10 | $2.59K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 11 | $2.85K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 11 | $2.85K | 0.00% | +2+22.2% | Added |
| Avion Wealth | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 12 | $3.11K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 13 | $3.37K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 14 | $3.63K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 15 | $3.89K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 16 | $4.14K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 17 | $4.40K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 17 | $4.43K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 19 | $4.92K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 19 | $4.92K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 20 | $5.18K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 21 | $5.44K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 22 | $5.70K | 0.00% | +22 | New |
| Mather Group, LLC. | 22 | $5.70K | 0.00% | +22 | New |
| Brown Brothers Harriman & Co | 27 | $6.99K | 0.00% | +21+350.0% | Added |
| Kelly Lawrence W & Associates Inc | 30 | $7.77K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 31 | $8.03K | 0.00% | −1−3.1% | Reduced |
| Versant Capital Management, Inc | 31 | $8.03K | 0.00% | +13+72.2% | Added |
| Harbour Investments, Inc. | 33 | $8.55K | 0.00% | +11+50.0% | Added |
| Global Retirement Partners, LLC | 35 | $9.06K | 0.00% | +3+9.4% | Added |
| Private Trust Co NA | 35 | $9.06K | 0.00% | +11+45.8% | Added |
| Rogco, LP | 36 | $9.32K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 38 | $9.84K | 0.00% | +2+5.6% | Added |
| Evelyn Partners Investment Management LLP | 40 | $10.4K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 41 | $10.6K | 0.00% | +41 | New |
| Hemington Wealth Management | 48 | $12.0K | 0.00% | +10+26.3% | Added |
| Adirondack Trust Co | 50 | $12.9K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 50 | $13.0K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 53 | $13.7K | 0.00% | −2,001−97.4% | Reduced |
| GW&K Investment Management, LLC | 58 | $15.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 58 | $15.0K | 0.00% | +45+346.2% | Added |
| Private Wealth Management Group, LLC | 58 | $15.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 59 | $15.3K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 64 | $16.6K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 66 | $17.1K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 68 | $17.6K | 0.00% | +65+2,166.7% | Added |
| Caitlin John, LLC | 72 | $18.6K | 0.01% | +72 | New |
| Binnacle Investments Inc | 74 | $19.2K | 0.01% | +23+45.1% | Added |
| Wealthspire Advisors, LLC | 76 | $19.7K | 0.00% | +76 | New |
| Quent Capital, LLC | 82 | $21.2K | 0.00% | +82 | New |
| True Wealth Design, LLC | 83 | $21.5K | 0.01% | +76+1,085.7% | Added |
| Jones Financial Companies LLLP | 83 | $21.6K | 0.00% | −61−42.4% | Reduced |
| Mechanics Financial Corp | 86 | $22.3K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 87 | $22.5K | 0.00% | +87 | New |
| Cornerstone Planning Group LLC | 94 | $22.8K | 0.00% | +88+1,466.7% | Added |
| Covestor Ltd | 87 | $23.0K | 0.01% | −198−69.5% | Reduced |
| Truvestments Capital LLC | 95 | $24.5K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 98 | $25.0K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 105 | $27.2K | 0.00% | −180−63.2% | Reduced |
| Ronald Blue Trust, Inc. | 106 | $27.5K | 0.00% | +100+1,666.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 111 | $28.8K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 120 | $31.1K | 0.00% | +120 | New |
| Stephenson National Bank & Trust | 123 | $31.9K | 0.01% | +123 | New |
| Nomura Asset Management Co Ltd | 132 | $34.2K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 135 | $34.8K | 0.00% | +123+1,025.0% | Added |
| Hantz Financial Services, Inc. | 134 | $35.0K | 0.00% | +49+57.6% | Added |
| CBIZ Investment Advisory Services, LLC | 137 | $35.4K | 0.00% | +15+12.3% | Added |