| CKW Financial Group | 4 | $0 | 0.00% | +4 | New |
| Royal London Asset Management Ltd | 1 | $106 | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 1 | $106 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 1 | $106 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $124 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2 | $211 | 0.00% | −2−50.0% | Reduced |
| Hurley Capital, LLC | 2 | $211 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 2 | $211 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 3 | $317 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 3 | $317 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 3 | $317 | 0.00% | +3 | New |
| Rossby Financial, LCC | 4 | $423 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $423 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 4 | $423 | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 4 | $423 | 0.00% | +4 | New |
| Harbor Investment Advisory, LLC | 5 | $528 | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 5 | $528 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 5 | $529 | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 6 | $634 | 0.00% | −11−64.7% | Reduced |
| PFS Partners, LLC | 6 | $634 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 6 | $634 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 7 | $739 | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 7 | $739 | 0.00% | 00.0% | Unchanged |
| Align Financial, LLC | 7 | $739 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 8 | $845 | 0.00% | +4+100.0% | Added |
| Avion Wealth | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 10 | $1.06K | 0.00% | +5+100.0% | Added |
| Hughes Financial Services, LLC | 10 | $1.06K | 0.00% | +5+100.0% | Added |
| West Paces Advisors Inc. | 11 | $1.16K | 0.00% | +11 | New |
| South State Corp. | 12 | $1.27K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 12 | $1.27K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 13 | $1.37K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 14 | $1.48K | 0.00% | +14 | New |
| Umb Bank N A | 14 | $1.48K | 0.00% | +5+55.6% | Added |
| Bokf, NA | 16 | $1.69K | 0.00% | +16 | New |
| Kimelman & Baird, LLC | 16 | $1.69K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 18 | $1.90K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 18 | $1.90K | 0.00% | +3+20.0% | Added |
| Rialto Wealth Management, LLC | 20 | $2.11K | 0.00% | +5+33.3% | Added |
| Strategic Investment Solutions, Inc. | 22 | $2.32K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 22 | $2.32K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 23 | $2.43K | 0.00% | −58−71.6% | Reduced |
| Atlantic Union Bankshares Corp | 25 | $2.64K | 0.00% | −29−53.7% | Reduced |
| Rachor Investment Advisory Services, LLC | 26 | $2.75K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 28 | $2.96K | 0.00% | +28 | New |
| Capital Advisors, Ltd. LLC | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 31 | $3.27K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 32 | $3.38K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 33 | $3.49K | 0.00% | +33 | New |
| Ares Financial Consulting, LLC | 34 | $3.59K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 36 | $3.80K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 38 | $4.01K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 38 | $4.01K | 0.00% | +33+660.0% | Added |
| Steigerwald, Gordon & Koch Inc. | 41 | $4.33K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 42 | $4.44K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 44 | $4.65K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 45 | $4.75K | 0.00% | +10+28.6% | Added |
| ZRC Wealth Management, LLC | 47 | $4.97K | 0.00% | +47 | New |
| Essential Partners LLC | 49 | $5.18K | 0.00% | +37+308.3% | Added |
| Steward Partners Investment Advisory, LLC | 52 | $5.49K | 0.00% | −81−60.9% | Reduced |
| Fortis Group Advisors, LLC | 52 | $5.49K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 59 | $6.00K | 0.00% | +59 | New |
| Lummis Asset Management, LP | 67 | $6.39K | 0.00% | +65+3,250.0% | Added |
| First Command Advisory Services, Inc. | 61 | $6.44K | 0.00% | +38+165.2% | Added |
| Parkside Financial Bank & Trust | 72 | $7.61K | 0.00% | +7+10.8% | Added |
| Community Financial Services Group, LLC | 79 | $8.47K | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 100 | $10.6K | 0.00% | −164−62.1% | Reduced |
| Atlantic Trust, LLC | 102 | $10.8K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 104 | $11.0K | 0.00% | +1+1.0% | Added |
| Covestor Ltd | 118 | $12.0K | 0.01% | +5+4.4% | Added |
| Caitong International Asset Management Co., Ltd | 118 | $12.5K | 0.00% | −748−86.4% | Reduced |
| Allworth Financial LP | 120 | $12.7K | 0.00% | +42+53.8% | Added |
| Signaturefd, LLC | 125 | $13.2K | 0.00% | −1−0.8% | Reduced |
| Westfuller Advisors, LLC | 125 | $13.2K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 134 | $14.2K | 0.00% | +134 | New |
| Parallel Advisors, LLC | 163 | $17.2K | 0.00% | +43+35.8% | Added |
| Assetmark, Inc | 194 | $20.5K | 0.00% | +81+71.7% | Added |
| Tower Research Capital LLC (TRC) | 195 | $20.6K | 0.00% | −156−44.4% | Reduced |
| Larson Financial Group LLC | 195 | $20.6K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 201 | $21.2K | 0.00% | +201 | New |
| Harbour Investments, Inc. | 235 | $24.8K | 0.00% | +1+0.4% | Added |
| Los Angeles Capital Management LLC | 238 | $25.1K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 246 | $26.0K | 0.00% | +246 | New |
| Farther Finance Advisors, LLC | 251 | $26.5K | 0.00% | +130+107.4% | Added |
| Massmutual Trust Co FSB | 252 | $26.6K | 0.00% | −67−21.0% | Reduced |
| Smartleaf Asset Management LLC | 252 | $26.7K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 272 | $28.7K | 0.00% | +243+837.9% | Added |
| Trust Co of Toledo NA | 291 | $30.7K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 300 | $31.7K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 300 | $31.7K | 0.00% | +300 | New |
| Central Pacific Bank - Trust Division | 301 | $31.8K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 387 | $41.0K | 0.03% | −3,163−89.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 398 | $42.0K | 0.00% | +123+44.7% | Added |
| EverSource Wealth Advisors, LLC | 413 | $43.6K | 0.00% | −94−18.5% | Reduced |
| Mather Group, LLC. | 458 | $48.4K | 0.00% | +20+4.6% | Added |
| US Bancorp | 522 | $55.1K | 0.00% | −1,552−74.8% | Reduced |
| Global Retirement Partners, LLC | 603 | $63.7K | 0.00% | +603 | New |
| Murphy & Mullick Capital Management Corp | 645 | $68.1K | 0.04% | 00.0% | Unchanged |
| GAMMA Investing LLC | 654 | $69.1K | 0.00% | +117+21.8% | Added |
| State of Wyoming | 697 | $73.6K | 0.01% | +697 | New |
