| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Hallmark Capital Management Inc | 0 | $7 | 0.00% | 0 | Unchanged |
| Gordian Capital Singapore Pte Ltd | 1 | $52 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 2 | $103 | 0.00% | −1−33.3% | Reduced |
| WestEnd Advisors, LLC | 2 | $103 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 3 | $155 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 4 | $207 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 5 | $250 | 0.00% | +5 | New |
| Johnson Financial Group, Inc. | 5 | $259 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 6 | $310 | 0.00% | −217−97.3% | Reduced |
| Wetzel Investment Advisors, Inc. | 9 | $413 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 9 | $465 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $517 | 0.00% | +10 | New |
| Financial Freedom, LLC | 11 | $562 | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 11 | $569 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 12 | $621 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 13 | $672 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 13 | $672 | 0.00% | +5+62.5% | Added |
| Tucker Asset Management LLC | 15 | $776 | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 15 | $776 | 0.00% | +15 | New |
| Bruce G. Allen Investments, LLC | 16 | $827 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 17 | $879 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 17 | $879 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 17 | $880 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 19 | $977 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 20 | $1.03K | 0.00% | −149−88.2% | Reduced |
| DT Investment Partners, LLC | 21 | $1.09K | 0.00% | −139−86.9% | Reduced |
| Quest Partners LLC | 22 | $1.14K | 0.00% | −5,043−99.6% | Reduced |
| Nemes Rush Group LLC | 27 | $1.40K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 29 | $1.50K | 0.00% | +29 | New |
| Assetmark, Inc | 29 | $1.50K | 0.00% | −18−38.3% | Reduced |
| Sachetta, LLC | 31 | $1.53K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 34 | $1.76K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 35 | $1.81K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 35 | $1.82K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 36 | $1.86K | 0.00% | +18+100.0% | Added |
| VisionPoint Advisory Group, LLC | 40 | $2.07K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 45 | $2.33K | 0.00% | +45 | New |
| Anchor Investment Management, LLC | 46 | $2.35K | 0.00% | +1+2.2% | Added |
| Hoey Investments, Inc | 48 | $2.48K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 54 | $2.79K | 0.00% | +36+200.0% | Added |
| CoreCap Advisors, LLC | 55 | $2.87K | 0.00% | +55 | New |
| Byrne Asset Management LLC | 56 | $2.90K | 0.00% | +56 | New |
| Penserra Capital Management LLC | 60 | $3.00K | 0.00% | −1,678−96.5% | Reduced |
| TSFG, LLC | 55 | $3.00K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 62 | $3.21K | 0.00% | +23+59.0% | Added |
| Signature Resources Capital Management, LLC | 67 | $3.30K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 65 | $3.33K | 0.00% | +5+8.3% | Added |
| Central Pacific Bank - Trust Division | 68 | $3.62K | 0.00% | +68 | New |
| Beacon Capital Management, LLC | 70 | $3.62K | 0.00% | −21−23.1% | Reduced |
| Financial Management Professionals, Inc. | 85 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 78 | $4.02K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 78 | $4.03K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 83 | $4.29K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 83 | $4.29K | 0.00% | +83 | New |
| Pacific Capital Wealth Advisors, Inc | 87 | $4.50K | 0.00% | +37+74.0% | Added |
| TruNorth Capital Management, LLC | 91 | $4.71K | 0.00% | +91 | New |
| JFS Wealth Advisors, LLC | 92 | $4.76K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 101 | $4.77K | 0.00% | +101 | New |
| Harbor Investment Advisory, LLC | 101 | $5.22K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 102 | $5.27K | 0.00% | +102 | New |
| Rakuten Securities, Inc. | 104 | $5.38K | 0.00% | −1,215−92.1% | Reduced |
| BOK Financial Private Wealth, Inc. | 107 | $5.52K | 0.00% | +1+0.9% | Added |
| Rosenberg Matthew Hamilton | 104 | $5.53K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 115 | $5.92K | 0.00% | +96+505.3% | Added |
| GPS Wealth Strategies Group, LLC | 115 | $5.95K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 115 | $6.00K | 0.00% | −25−17.9% | Reduced |
| Fortitude Family Office, LLC | 118 | $6.10K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 120 | $6.20K | 0.00% | −376−75.8% | Reduced |
| Legacy Bridge, LLC | 125 | $6.46K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 125 | $6.46K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 129 | $6.67K | 0.01% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 130 | $6.72K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 134 | $6.93K | 0.00% | +134 | New |
| Umb Bank N A | 153 | $7.91K | 0.00% | +2+1.3% | Added |
| Whittier Trust Co of Nevada Inc | 154 | $7.96K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 170 | $8.79K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 180 | $9.31K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 189 | $9.77K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 190 | $9.82K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 191 | $9.88K | 0.00% | −206−51.9% | Reduced |
| SRS Capital Advisors, Inc. | 200 | $10.3K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 200 | $10.3K | 0.00% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 200 | $10.3K | 0.00% | +200 | New |
| McIlrath & Eck, LLC | 207 | $10.7K | 0.00% | 00.0% | Unchanged |
| Paloma Partners Management Co | 209 | $10.8K | 0.00% | −26,183−99.2% | Reduced |
| Valley National Advisers Inc | 220 | $11.0K | 0.00% | −25−10.2% | Reduced |
| Creative Capital Management Investments LLC | 220 | $11.4K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 234 | $12.1K | 0.00% | −271−53.7% | Reduced |
| City State Bank | 245 | $13.0K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 253 | $13.1K | 0.00% | +1+0.4% | Added |
| Meeder Asset Management Inc | 277 | $14.3K | 0.00% | +277 | New |
| CVA Family Office, LLC | 280 | $14.5K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 300 | $15.0K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 299 | $15.5K | 0.00% | +127+73.8% | Added |
| Bartlett & Co. Wealth Management LLC | 300 | $15.5K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 318 | $16.0K | 0.01% | −2−0.6% | Reduced |
| Washington Trust Advisors, Inc. | 315 | $16.3K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 315 | $16.3K | 0.00% | +6+1.9% | Added |